Keel Point, LLC
HUNTSVILLE AL · SEC CIK 0001386935
$15.13亿2026Q1 申报市值
465持仓数
47.1%前十大占比 · 第一大 19.6%
39 / 93新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$1,541.44万
CLOA 新建仓+$821.52万
VEA 加仓+$742.54万
IVV 加仓+$347.71万
AGG 加仓+$312.28万
2026Q1 卖出最多 按季末市值估算
BBJP 清仓-$746.56万
NVDA 减仓-$705.20万
XLF 减仓-$700.34万
MSFT 减仓-$645.21万
XLK 减仓-$625.79万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.96亿 | 19.56% | 495,364 | 25,796 | 5.5% | $1,541.44万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,227.57万 | 4.78% | 1,127,898 | 115,877 | 11.5% | $742.54万 | 加仓 |
| NFLX | NETFLIX INC. | $6,231.80万 | 4.12% | 648,133 | -8,132 | -1.2% | -$78.19万 | 减仓 |
| AGG | ISHARES TR | $5,203.43万 | 3.44% | 524,169 | 31,458 | 6.4% | $312.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,113.52万 | 3.38% | 78,628 | -6,897 | -8.1% | -$448.54万 | 减仓 |
| IWB | ISHARES TR | $4,419.90万 | 2.92% | 123,959 | 168 | 0.1% | $5.99万 | 加仓 |
| GLD | SPDR GOLD TR | $3,846.00万 | 2.54% | 89,382 | -3,543 | -3.8% | -$152.45万 | 减仓 |
| EFA | ISHARES TR | $3,842.14万 | 2.54% | 395,567 | 7,743 | 2.0% | $75.21万 | 加仓 |
| AAPL | APPLE INC | $3,062.93万 | 2.02% | 120,688 | -21,530 | -15.1% | -$546.41万 | 减仓 |
| IEF | ISHARES TR | $2,765.36万 | 1.83% | 289,749 | 32,380 | 12.6% | $309.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,558.02万 | 1.69% | 146,676 | -40,436 | -21.6% | -$705.20万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,356.71万 | 1.56% | 307,906 | -386 | -0.1% | -$2.95万 | 减仓 |
| AMZN | AMAZON COM INC | $1,986.61万 | 1.31% | 95,386 | -18,289 | -16.1% | -$380.91万 | 减仓 |
| TSLA | TESLA INC | $1,909.13万 | 1.26% | 51,355 | -4,328 | -7.8% | -$160.89万 | 减仓 |
| IWF | ISHARES TR | $1,829.25万 | 1.21% | 42,900 | 836 | 2.0% | $35.65万 | 加仓 |
| IWD | ISHARES TR | $1,754.07万 | 1.16% | 82,093 | -8,567 | -9.4% | -$183.05万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,731.62万 | 1.14% | 84,141 | 4,594 | 5.8% | $94.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,479.59万 | 0.98% | 39,970 | -17,430 | -30.4% | -$645.21万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $1,456.76万 | 0.96% | 22,400 | 8,700 | 63.5% | $565.80万 | 加仓 |
| TLH | ISHARES TR | $1,434.52万 | 0.95% | 142,427 | 50 | 0.0% | $5,036 | 加仓 |
| GOOGL | ALPHABET INC | $1,381.58万 | 0.91% | 48,045 | -18,110 | -27.4% | -$520.77万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,325.90万 | 0.88% | 28,762 | -604 | -2.1% | -$27.84万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,298.88万 | 0.86% | 3,085 | -138 | -4.3% | -$58.10万 | 减仓 |
| EEM | ISHARES TR | $1,225.72万 | 0.81% | 215,833 | 13,681 | 6.8% | $77.69万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,208.96万 | 0.80% | 51,151 | 1,322 | 2.7% | $31.25万 | 加仓 |
| SO | SOUTHERN CO | $1,097.15万 | 0.72% | 113,671 | -2,060 | -1.8% | -$19.88万 | 减仓 |
| SLV | ISHARES SILVER TR | $990.76万 | 0.65% | 145,401 | -15,274 | -9.5% | -$104.08万 | 减仓 |
| IEI | ISHARES TR | $982.75万 | 0.65% | 82,863 | -1,697 | -2.0% | -$20.13万 | 减仓 |
| IVV | ISHARES TR | $971.22万 | 0.64% | 14,868 | 5,323 | 55.8% | $347.71万 | 加仓 |
| IJR | ISHARES TR | $951.10万 | 0.63% | 76,511 | 3,257 | 4.4% | $40.49万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $933.58万 | 0.62% | 13 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $821.52万 | 0.54% | 158,488 | 158,488 | — | $821.52万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $780.58万 | 0.52% | 13,524 | -943 | -6.5% | -$54.43万 | 减仓 |
| WMT | WALMART INC | $763.56万 | 0.50% | 61,439 | -11,223 | -15.4% | -$139.48万 | 减仓 |
| GOOG | ALPHABET INC | $745.47万 | 0.49% | 25,987 | -7,813 | -23.1% | -$224.13万 | 减仓 |
| HD | HOME DEPOT INC | $720.82万 | 0.48% | 21,917 | -481 | -2.1% | -$15.82万 | 减仓 |
| V | VISA INC | $634.72万 | 0.42% | 21,001 | -5,464 | -20.6% | -$165.14万 | 减仓 |
| META | META PLATFORMS INC | $629.99万 | 0.42% | 11,011 | -3,619 | -24.7% | -$207.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $619.82万 | 0.41% | 25,357 | -7,019 | -21.7% | -$171.57万 | 减仓 |
| AVGO | BROADCOM INC | $600.24万 | 0.40% | 19,393 | -8,718 | -31.0% | -$269.83万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $597.89万 | 0.40% | 81,191 | 1,015 | 1.3% | $7.47万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $537.93万 | 0.36% | 217,171 | -17,455 | -7.4% | -$43.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $523.73万 | 0.35% | 10,929 | -2,459 | -18.4% | -$117.84万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $520.27万 | 0.34% | 8,000 | -12,200 | -60.4% | -$793.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $512.19万 | 0.34% | 17,412 | -2,425 | -12.2% | -$71.33万 | 减仓 |
| ACWI | ISHARES TR | $505.74万 | 0.33% | 36,550 | 1,503 | 4.3% | $20.80万 | 加仓 |
| SYK | STRYKER CORPORATION | $490.15万 | 0.32% | 14,917 | -717 | -4.6% | -$23.56万 | 减仓 |
| MRK | MERCK & CO INC | $473.79万 | 0.31% | 39,387 | -12,184 | -23.6% | -$146.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $470.52万 | 0.31% | 14,667 | 418 | 2.9% | $13.41万 | 加仓 |
| SHY | ISHARES TR | $452.40万 | 0.30% | 54,790 | 16,392 | 42.7% | $135.35万 | 加仓 |
| APH | AMPHENOL CORP | $426.16万 | 0.28% | 33,729 | -6,123 | -15.4% | -$77.36万 | 减仓 |
| — | EXXON MOBIL CORP | $399.95万 | 0.26% | 23,573 | -2,627 | -10.0% | -$44.57万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $394.61万 | 0.26% | 44,489 | 9,361 | 26.6% | $83.03万 | 加仓 |
| LIN | LINDE PLC | $387.30万 | 0.26% | 7,812 | -1,114 | -12.5% | -$55.23万 | 减仓 |
| FAST | FASTENAL CO | $381.86万 | 0.25% | 82,297 | -8,447 | -9.3% | -$39.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $378.78万 | 0.25% | 7,706 | -1,988 | -20.5% | -$97.72万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $376.83万 | 0.25% | 14,643 | -51 | -0.3% | -$1.31万 | 减仓 |
| ESGD | ISHARES TR | $374.39万 | 0.25% | 39,154 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $369.97万 | 0.24% | 27,838 | -47,087 | -62.8% | -$625.79万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $366.85万 | 0.24% | 8,399 | 9 | 0.1% | $3,931 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $362.44万 | 0.24% | 13,924 | -3,062 | -18.0% | -$79.70万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $360.51万 | 0.24% | 14,873 | -1,023 | -6.4% | -$24.80万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $358.58万 | 0.24% | 22,799 | -2,615 | -10.3% | -$41.13万 | 减仓 |
| QCOM | QUALCOMM INC | $354.91万 | 0.23% | 27,559 | -2,968 | -9.7% | -$38.22万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $353.85万 | 0.23% | 8,154 | -991 | -10.8% | -$43.01万 | 减仓 |
| KO | COCA COLA CO | $341.97万 | 0.23% | 44,966 | -6,381 | -12.4% | -$48.53万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $339.15万 | 0.22% | 36,342 | -3,858 | -9.6% | -$36.00万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $332.64万 | 0.22% | 23,225 | -8,714 | -27.3% | -$124.81万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $331.72万 | 0.22% | 10,349 | -1,578 | -13.2% | -$50.58万 | 减仓 |
| RKLB | ROCKET LAB CORP | $329.71万 | 0.22% | 51,341 | 53 | 0.1% | $3,404 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $327.37万 | 0.22% | 16,510 | -5,023 | -23.3% | -$99.60万 | 减仓 |
| IJH | ISHARES TR | $326.86万 | 0.22% | 48,402 | 5,289 | 12.3% | $35.72万 | 加仓 |
| IWY | ISHARES TR | $313.50万 | 0.21% | 12,599 | 1,343 | 11.9% | $33.42万 | 加仓 |
| MELI | MERCADOLIBRE INC | $313.30万 | 0.21% | 1,812 | -89 | -4.7% | -$15.39万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $313.07万 | 0.21% | 8,847 | 959 | 12.2% | $33.94万 | 加仓 |
| IEMG | ISHARES INC | $307.90万 | 0.20% | 44,144 | 2,647 | 6.4% | $18.46万 | 加仓 |
| SPGI | S&P GLOBAL INC | $284.17万 | 0.19% | 6,681 | 4,899 | 274.9% | $208.37万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $272.35万 | 0.18% | 13,405 | -407 | -2.9% | -$8.27万 | 减仓 |
| LQD | ISHARES TR | $272.13万 | 0.18% | 24,968 | -850 | -3.3% | -$9.26万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $272.06万 | 0.18% | 19,045 | 201 | 1.1% | $2.87万 | 加仓 |
| ITA | ISHARES TR | $268.78万 | 0.18% | 12,287 | 199 | 1.6% | $4.35万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $268.26万 | 0.18% | 137,359 | 14,805 | 12.1% | $28.91万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $260.19万 | 0.17% | 41,464 | 3,064 | 8.0% | $19.23万 | 加仓 |
| CSCO | CISCO SYS INC | $258.01万 | 0.17% | 33,253 | -888 | -2.6% | -$6.89万 | 减仓 |
| QUAL | ISHARES TR | $256.90万 | 0.17% | 13,393 | -497 | -3.6% | -$9.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $253.54万 | 0.17% | 12,923 | 48 | 0.4% | $9,417 | 加仓 |
| ITOT | ISHARES TR | $250.98万 | 0.17% | 17,621 | 17,621 | — | $250.98万 | 新建仓 |
| CAT | CATERPILLAR INC | $250.16万 | 0.17% | 3,531 | -575 | -14.0% | -$40.74万 | 减仓 |
| LOW | LOWES COS INC | $246.82万 | 0.16% | 10,446 | -2,727 | -20.7% | -$64.43万 | 减仓 |
| LLY | ELI LILLY & CO | $245.67万 | 0.16% | 2,671 | -1,414 | -34.6% | -$130.05万 | 减仓 |
| DIS | DISNEY WALT CO | $240.15万 | 0.16% | 24,917 | -568 | -2.2% | -$5.47万 | 减仓 |
| ABBV | ABBVIE INC | $237.21万 | 0.16% | 10,907 | -923 | -7.8% | -$20.07万 | 减仓 |
| IXUS | ISHARES TR | $229.20万 | 0.15% | 26,454 | 26,454 | — | $229.20万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $228.58万 | 0.15% | 23,389 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $226.78万 | 0.15% | 10,545 | 1,533 | 17.0% | $32.97万 | 加仓 |
| RTX | RTX CORPORATION | $226.46万 | 0.15% | 11,740 | 116 | 1.0% | $2.24万 | 加仓 |
| MCD | MCDONALDS CORP | $225.08万 | 0.15% | 7,242 | 240 | 3.4% | $7.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $224.78万 | 0.15% | 15,366 | -3,091 | -16.7% | -$45.22万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $219.38万 | 0.14% | 3,014 | -150 | -4.7% | -$10.92万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $218.42万 | 0.14% | 55,393 | 1,537 | 2.9% | $6.06万 | 加仓 |