Keeler Thomas Management LLC
Orem UT · SEC CIK 0001730660
$2.82亿2026Q2 申报市值
135持仓数
35.2%前十大占比 · 第一大 8.0%
29 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHD 新建仓+$851.76万
DGRO 新建仓+$834.87万
BALI 新建仓+$413.13万
DVN 加仓+$392.65万
JPM 新建仓+$381.90万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$420.69万
ET 清仓-$365.14万
EIX 清仓-$258.87万
EPD 清仓-$255.38万
HESM 清仓-$246.92万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| USHY | ISHARES TR | $2,252.92万 | 7.99% | 608,569 | 11,994 | 2.0% | $44.40万 | 加仓 |
| DIV | GLOBAL X FDS | $1,196.08万 | 4.24% | 627,865 | 23,178 | 3.8% | $44.15万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,190.10万 | 4.22% | 244,574 | 8,686 | 3.7% | $42.27万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $934.02万 | 3.31% | 398,471 | 12,329 | 3.2% | $28.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $853.15万 | 3.02% | 42,638 | 3,957 | 10.2% | $79.18万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $851.76万 | 3.02% | 268,611 | 268,611 | — | $851.76万 | 新建仓 |
| DGRO | ISHARES TR | $834.87万 | 2.96% | 110,156 | 110,156 | — | $834.87万 | 新建仓 |
| MSFT | MICROSOFT CORP | $626.46万 | 2.22% | 16,794 | 1,042 | 6.6% | $38.87万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $606.11万 | 2.15% | 20,700 | 762 | 3.8% | $22.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $581.46万 | 2.06% | 8,466 | -319 | -3.6% | -$21.91万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $500.23万 | 1.77% | 121,064 | 95,028 | 365.0% | $392.65万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $427.24万 | 1.51% | 90,229 | -11,792 | -11.6% | -$55.84万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $413.13万 | 1.46% | 122,118 | 122,118 | — | $413.13万 | 新建仓 |
| AMZN | AMAZON COM INC | $412.23万 | 1.46% | 17,296 | 14,307 | 478.7% | $340.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $381.90万 | 1.35% | 11,667 | 11,667 | — | $381.90万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $370.90万 | 1.31% | 36,694 | 36,694 | — | $370.90万 | 新建仓 |
| PFE | PFIZER INC | $349.47万 | 1.24% | 145,127 | 10,959 | 8.2% | $26.39万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $345.54万 | 1.23% | 124,744 | 124,744 | — | $345.54万 | 新建仓 |
| EME | EMCOR GROUP INC | $342.47万 | 1.21% | 4,127 | 265 | 6.9% | $21.99万 | 加仓 |
| GOOGL | ALPHABET INC | $340.83万 | 1.21% | 9,537 | -176 | -1.8% | -$6.29万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $335.32万 | 1.19% | 30,974 | 1,213 | 4.1% | $13.13万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $332.73万 | 1.18% | 77,055 | 5,234 | 7.3% | $22.60万 | 加仓 |
| NFLX | NETFLIX INC. | $320.71万 | 1.14% | 44,918 | 4,288 | 10.6% | $30.62万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $288.07万 | 1.02% | 51,005 | 51,005 | — | $288.07万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $278.80万 | 0.99% | 7,534 | 433 | 6.1% | $16.02万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $263.03万 | 0.93% | 36,452 | 871 | 2.4% | $6.29万 | 加仓 |
| QCOM | QUALCOMM INC | $257.07万 | 0.91% | 13,912 | -5,099 | -26.8% | -$94.22万 | 减仓 |
| IBDR | ISHARES TR | $251.86万 | 0.89% | 103,946 | -7,112 | -6.4% | -$17.23万 | 减仓 |
| PTC | PTC INC | $249.35万 | 0.88% | 21,948 | 3,597 | 19.6% | $40.87万 | 加仓 |
| CTVA | CORTEVA INC | $246.24万 | 0.87% | 29,076 | -24 | -0.1% | -$2,033 | 减仓 |
| LRCX | LAM RESEARCH CORP | $242.51万 | 0.86% | 5,597 | 565 | 11.2% | $24.48万 | 加仓 |
| KLAC | KLA CORP | $242.29万 | 0.86% | 8,030 | 730 | 10.0% | $22.03万 | 加仓 |
| IGIB | ISHARES TR | $237.01万 | 0.84% | 44,575 | 1,173 | 2.7% | $6.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.38万 | 0.84% | 4,724 | -73 | -1.5% | -$3.65万 | 减仓 |
| RMD | RESMED INC | $233.86万 | 0.83% | 12,000 | 1,919 | 19.0% | $37.40万 | 加仓 |
| IBDU | ISHARES TR | $231.62万 | 0.82% | 100,008 | -6,825 | -6.4% | -$15.81万 | 减仓 |
| IBDV | ISHARES TR | $230.83万 | 0.82% | 105,883 | -7,680 | -6.8% | -$16.74万 | 减仓 |
| AGG | ISHARES TR | $227.82万 | 0.81% | 23,017 | 20,071 | 681.3% | $198.66万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $224.81万 | 0.80% | 44,525 | 44,525 | — | $224.81万 | 新建仓 |
| AAPL | APPLE INC | $224.08万 | 0.79% | 7,744 | 205 | 2.7% | $5.93万 | 加仓 |
| IBDT | ISHARES TR | $218.73万 | 0.78% | 86,624 | -4,556 | -5.0% | -$11.50万 | 减仓 |
| IBDS | ISHARES TR | $216.53万 | 0.77% | 89,401 | -10,968 | -10.9% | -$26.56万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $216.25万 | 0.77% | 9,656 | 1,615 | 20.1% | $36.17万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $210.56万 | 0.75% | 65,861 | -1,215 | -1.8% | -$3.88万 | 减仓 |
| GPN | GLOBAL PMTS INC | $207.71万 | 0.74% | 28,627 | 2,599 | 10.0% | $18.86万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $206.19万 | 0.73% | 26,090 | 26,090 | — | $206.19万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $205.55万 | 0.73% | 4,185 | 257 | 6.5% | $12.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $202.18万 | 0.72% | 15,972 | -319 | -2.0% | -$4.04万 | 减仓 |
| XYZ | BLOCK INC | $185.36万 | 0.66% | 24,390 | 1,601 | 7.0% | $12.17万 | 加仓 |
| BLBD | BLUE BIRD CORP | $181.19万 | 0.64% | 22,947 | 1,187 | 5.5% | $9.37万 | 加仓 |
| MGV | VANGUARD WORLD FD | $168.84万 | 0.60% | 10,330 | 6,216 | 151.1% | $101.60万 | 重新持有 |
| IBHF | ISHARES TR | $167.87万 | 0.60% | 74,115 | -57,349 | -43.6% | -$129.90万 | 减仓 |
| MRK | MERCK & CO INC | $165.68万 | 0.59% | 12,894 | 883 | 7.4% | $11.35万 | 加仓 |
| INTU | INTUIT | $155.00万 | 0.55% | 5,939 | 600 | 11.2% | $15.66万 | 加仓 |
| WAB | WABTEC | $154.93万 | 0.55% | 5,747 | 407 | 7.6% | $10.97万 | 加仓 |
| ADI | ANALOG DEVICES INC | $152.31万 | 0.54% | 3,835 | 258 | 7.2% | $10.25万 | 加仓 |
| GAP | GAP INC | $151.10万 | 0.54% | 80,889 | -9,542 | -10.6% | -$17.82万 | 减仓 |
| IBHG | ISHARES TR | $148.94万 | 0.53% | 67,454 | -66,208 | -49.5% | -$146.19万 | 减仓 |
| FTNT | FORTINET INC | $148.14万 | 0.53% | 9,643 | 1,090 | 12.7% | $16.74万 | 加仓 |
| VICI | VICI PPTYS INC | $148.03万 | 0.52% | 55,754 | 22,845 | 69.4% | $60.65万 | 加仓 |
| IBHH | ISHARES TR | $147.61万 | 0.52% | 62,811 | -62,956 | -50.1% | -$147.95万 | 减仓 |
| WWD | WOODWARD INC | $146.37万 | 0.52% | 3,440 | 217 | 6.7% | $9.23万 | 加仓 |
| IPAR | INTERPARFUMS INC | $144.92万 | 0.51% | 12,956 | 785 | 6.4% | $8.78万 | 加仓 |
| AME | AMETEK INC | $143.94万 | 0.51% | 5,950 | 348 | 6.2% | $8.42万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $143.19万 | 0.51% | 15,780 | 3,298 | 26.4% | $29.93万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $142.01万 | 0.50% | 18,144 | 1,489 | 8.9% | $11.65万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $141.31万 | 0.50% | 7,009 | 589 | 9.2% | $11.87万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $141.24万 | 0.50% | 5,253 | 376 | 7.7% | $10.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $139.97万 | 0.50% | 32,586 | 26,389 | 425.8% | $113.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $132.71万 | 0.47% | 18,626 | 14,947 | 406.3% | $106.49万 | 加仓 |
| CRM | SALESFORCE INC | $131.48万 | 0.47% | 8,392 | 671 | 8.7% | $10.51万 | 加仓 |
| IBHI | ISHARES TR | $131.07万 | 0.46% | 56,038 | -62,206 | -52.6% | -$145.50万 | 减仓 |
| AVGO | BROADCOM INC | $127.61万 | 0.45% | 3,378 | 315 | 10.3% | $11.90万 | 加仓 |
| META | META PLATFORMS INC | $127.18万 | 0.45% | 2,258 | 228 | 11.2% | $12.84万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $126.27万 | 0.45% | 16,522 | 1,455 | 9.7% | $11.12万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $123.22万 | 0.44% | 17,607 | 1,146 | 7.0% | $8.02万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $120.92万 | 0.43% | 8,132 | 652 | 8.7% | $9.69万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $113.97万 | 0.40% | 11,478 | 1,016 | 9.7% | $10.09万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $113.12万 | 0.40% | 15,456 | 988 | 6.8% | $7.23万 | 加仓 |
| AVY | AVERY DENNISON CORP | $110.81万 | 0.39% | 6,825 | 517 | 8.2% | $8.39万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $108.27万 | 0.38% | 3,726 | 185 | 5.2% | $5.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $107.53万 | 0.38% | 18,015 | 18,015 | — | $107.53万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $95.80万 | 0.34% | 1,911 | 129 | 7.2% | $6.47万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $95.08万 | 0.34% | 5,927 | 506 | 9.3% | $8.12万 | 加仓 |
| IDXX | IDEXX LABS INC | $94.93万 | 0.34% | 1,803 | 127 | 7.6% | $6.69万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $94.91万 | 0.34% | 5,287 | 527 | 11.1% | $9.46万 | 加仓 |
| IJR | ISHARES TR | $89.90万 | 0.32% | 6,062 | 6,062 | — | $89.90万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $85.59万 | 0.30% | 9,509 | -4,898 | -34.0% | -$44.09万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $83.27万 | 0.30% | 7,967 | 615 | 8.4% | $6.43万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $83.13万 | 0.29% | 2,808 | 213 | 8.2% | $6.31万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $82.48万 | 0.29% | 5,988 | 390 | 7.0% | $5.37万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $80.64万 | 0.29% | 6,310 | 6,310 | — | $80.64万 | 新建仓 |
| FOXA | FOX CORP | $80.32万 | 0.28% | 15,398 | 844 | 5.8% | $4.40万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $79.49万 | 0.28% | 16,130 | 9,322 | 136.9% | $45.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $78.27万 | 0.28% | 1,048 | 150 | 16.7% | $11.20万 | 加仓 |
| CTAS | CINTAS CORP | $76.00万 | 0.27% | 4,469 | 714 | 19.0% | $12.14万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $68.17万 | 0.24% | 12,941 | 12,941 | — | $68.17万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $68.11万 | 0.24% | 6,615 | 527 | 8.7% | $5.43万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $68.00万 | 0.24% | 13,857 | 13,857 | — | $68.00万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $67.75万 | 0.24% | 29,925 | 29,925 | — | $67.75万 | 新建仓 |