Keeler Thomas Management LLC
Orem UT · SEC CIK 0001730660
$2.36亿2026Q1 申报市值
118持仓数
36.0%前十大占比 · 第一大 9.3%
48 / 27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
USHY 加仓+$1,470.71万
FDL 新建仓+$1,198.31万
DIV 新建仓+$1,142.86万
SPHY 新建仓+$900.48万
VOO 新建仓+$524.93万
2026Q1 卖出最多 按季末市值估算
IBHH 减仓-$678.22万
IBHG 减仓-$675.45万
IBHF 减仓-$672.98万
IBHI 减仓-$654.79万
IBDR 减仓-$639.99万
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 |
|---|---|---|---|---|---|---|---|---|
| RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | -23,289 | -100.0% | -$220.36万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -4,657 | -100.0% | -$150.68万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -17,133 | -100.0% | -$147.89万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -70,326 | -100.0% | -$136.50万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -2,743 | -100.0% | -$128.85万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -13,033 | -100.0% | -$127.59万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -12,583 | -100.0% | -$119.95万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -13,979 | -100.0% | -$119.24万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -7,673 | -100.0% | -$117.54万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -5,125 | -100.0% | -$114.38万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -5,552 | -100.0% | -$112.73万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -12,445 | -100.0% | -$108.49万 | 清仓 |
| IBDY | ISHARES TR | $0 | 0.00% | 0 | -41,164 | -100.0% | -$107.60万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -629 | -100.0% | -$106.38万 | 清仓 |
| IBDX | ISHARES TR | $0 | 0.00% | 0 | -37,994 | -100.0% | -$97.00万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -18,991 | -100.0% | -$94.99万 | 清仓 |
| CVSA | ADTALEM GLOBAL ED INC | $0 | 0.00% | 0 | -7,827 | -100.0% | -$80.99万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -4,984 | -100.0% | -$68.75万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -994 | -100.0% | -$46.27万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,240 | -100.0% | -$43.40万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -639 | -100.0% | -$36.59万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -2,205 | -100.0% | -$34.11万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -291 | -100.0% | -$31.15万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -6,533 | -100.0% | -$26.52万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -4,076 | -100.0% | -$25.14万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -862 | -100.0% | -$25.00万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,160 | -100.0% | -$24.23万 | 清仓 |
| — | EXXON MOBIL CORP | $21.54万 | 0.09% | 1,270 | -2,139 | -62.7% | -$36.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.12万 | 0.09% | 222 | -122 | -35.5% | -$12.16万 | 减仓 |
| UNP | UNION PAC CORP | $22.93万 | 0.10% | 945 | -378 | -28.6% | -$9.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.57万 | 0.10% | 3,679 | 3,679 | — | $23.57万 | 新建仓 |
| FDX | FEDEX CORP | $24.15万 | 0.10% | 678 | -7,619 | -91.8% | -$271.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.53万 | 0.10% | 6,197 | 6,197 | — | $24.53万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $24.78万 | 0.10% | 1,198 | 1,198 | — | $24.78万 | 新建仓 |
| IBDZ | ISHARES TR | $26.73万 | 0.11% | 10,257 | -42,689 | -80.6% | -$111.24万 | 减仓 |
| WMT | WALMART INC | $28.76万 | 0.12% | 2,314 | 16 | 0.7% | $1,988 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.96万 | 0.12% | 6,808 | 6,808 | — | $28.96万 | 新建仓 |
| IBTL | ISHARES TR | $29.01万 | 0.12% | 14,221 | -77,309 | -84.5% | -$157.70万 | 减仓 |
| AGG | ISHARES TR | $29.25万 | 0.12% | 2,946 | 2,946 | — | $29.25万 | 新建仓 |
| IBTM | ISHARES TR | $29.25万 | 0.12% | 12,755 | -38,089 | -74.9% | -$87.34万 | 减仓 |
| FISV | FISERV INC | $29.49万 | 0.12% | 5,285 | 1,104 | 26.4% | $6.16万 | 加仓 |
| RL | RALPH LAUREN CORP | $31.18万 | 0.13% | 906 | -4,861 | -84.3% | -$167.30万 | 减仓 |
| IBDW | ISHARES TR | $32.75万 | 0.14% | 15,650 | -209,127 | -93.0% | -$437.69万 | 减仓 |
| IBTG | ISHARES TR | $35.08万 | 0.15% | 15,310 | -62,398 | -80.3% | -$142.98万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $38.62万 | 0.16% | 1,874 | 0 | 0.0% | — | 不变 |
| IBTP | ISHARES TR | $39.67万 | 0.17% | 15,478 | -48,338 | -75.7% | -$123.89万 | 减仓 |
| IBTH | ISHARES TR | $40.69万 | 0.17% | 18,139 | -29,866 | -62.2% | -$66.99万 | 减仓 |
| IBTO | ISHARES TR | $45.39万 | 0.19% | 18,609 | -37,036 | -66.6% | -$90.33万 | 减仓 |
| ROST | ROSS STORES INC | $48.18万 | 0.20% | 2,224 | -12,823 | -85.2% | -$277.81万 | 减仓 |
| MORN | MORNINGSTAR INC | $49.50万 | 0.21% | 2,928 | -14 | -0.5% | -$2,367 | 减仓 |
| ZTS | ZOETIS INC | $55.27万 | 0.23% | 4,676 | 2,072 | 79.6% | $24.49万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $56.45万 | 0.24% | 9,479 | 9,479 | — | $56.45万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.37万 | 0.25% | 898 | 1 | 0.1% | $650 | 加仓 |
| AMZN | AMAZON COM INC | $62.25万 | 0.26% | 2,989 | -811 | -21.3% | -$16.89万 | 减仓 |
| CTAS | CINTAS CORP | $63.51万 | 0.27% | 3,755 | -441 | -10.5% | -$7.46万 | 减仓 |
| IBTI | ISHARES TR | $63.85万 | 0.27% | 28,654 | -32,371 | -53.0% | -$72.13万 | 减仓 |
| FTNT | FORTINET INC | $69.90万 | 0.30% | 8,553 | -121 | -1.4% | -$9,888 | 减仓 |
| — | ISHARES TR | $74.35万 | 0.31% | 28,357 | -66,180 | -70.0% | -$173.52万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $79.43万 | 0.34% | 7,352 | 7,352 | — | $79.43万 | 新建仓 |
| IBTK | ISHARES TR | $81.87万 | 0.35% | 41,514 | -41,592 | -50.0% | -$82.02万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $84.19万 | 0.36% | 6,604 | -1,638 | -19.9% | -$20.88万 | 减仓 |
| FOXA | FOX CORP | $84.99万 | 0.36% | 14,554 | 14,554 | — | $84.99万 | 新建仓 |
| IBTJ | ISHARES TR | $85.58万 | 0.36% | 39,180 | -81,801 | -67.6% | -$178.68万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $87.57万 | 0.37% | 1,782 | -244 | -12.0% | -$11.99万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $88.47万 | 0.37% | 5,598 | 5,598 | — | $88.47万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $89.34万 | 0.38% | 5,421 | 5,421 | — | $89.34万 | 新建仓 |
| VICI | VICI PPTYS INC | $89.91万 | 0.38% | 32,909 | -22,834 | -41.0% | -$62.38万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $90.33万 | 0.38% | 4,760 | 4,760 | — | $90.33万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $93.09万 | 0.39% | 2,595 | 2,595 | — | $93.09万 | 新建仓 |
| IDXX | IDEXX LABS INC | $94.19万 | 0.40% | 1,676 | -1,193 | -41.6% | -$67.04万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $94.68万 | 0.40% | 6,088 | -2,388 | -28.2% | -$37.14万 | 减仓 |
| AVGO | BROADCOM INC | $94.80万 | 0.40% | 3,063 | 3,063 | — | $94.80万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $96.02万 | 0.41% | 14,468 | 14,468 | — | $96.02万 | 新建仓 |
| — | ISHARES TR | $97.48万 | 0.41% | 38,303 | -59,152 | -60.7% | -$150.54万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $104.25万 | 0.44% | 15,067 | -12,987 | -46.3% | -$89.85万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $104.71万 | 0.44% | 10,462 | 10,462 | — | $104.71万 | 新建仓 |
| KLAC | KLA CORP | $107.48万 | 0.45% | 730 | 730 | — | $107.48万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $107.51万 | 0.46% | 5,032 | 5,032 | — | $107.51万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $107.64万 | 0.46% | 16,655 | -2,524 | -13.2% | -$16.31万 | 减仓 |
| AVY | AVERY DENNISON CORP | $108.92万 | 0.46% | 6,308 | -688 | -9.8% | -$11.88万 | 减仓 |
| IPAR | INTERPARFUMS INC | $110.56万 | 0.47% | 12,171 | 12,171 | — | $110.56万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $112.40万 | 0.48% | 4,877 | 4,877 | — | $112.40万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $113.79万 | 0.48% | 3,577 | 3,577 | — | $113.79万 | 新建仓 |
| WWD | WOODWARD INC | $115.36万 | 0.49% | 3,223 | 3,223 | — | $115.36万 | 新建仓 |
| META | META PLATFORMS INC | $116.12万 | 0.49% | 2,030 | -381 | -15.8% | -$21.79万 | 减仓 |
| AME | AMETEK INC | $120.09万 | 0.51% | 5,602 | -1,702 | -23.3% | -$36.49万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $122.20万 | 0.52% | 3,541 | -2,009 | -36.2% | -$69.33万 | 减仓 |
| BLBD | BLUE BIRD CORP | $123.57万 | 0.52% | 21,760 | 21,760 | — | $123.57万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $128.16万 | 0.54% | 12,482 | 10,949 | 714.2% | $112.42万 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $131.01万 | 0.55% | 26,036 | -2,047 | -7.3% | -$10.30万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $131.64万 | 0.56% | 14,407 | -1,460 | -9.2% | -$13.34万 | 减仓 |
| WAB | WABTEC | $133.44万 | 0.56% | 5,340 | -1,550 | -22.5% | -$38.73万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $133.87万 | 0.57% | 7,480 | 7,480 | — | $133.87万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $134.18万 | 0.57% | 6,420 | 6,420 | — | $134.18万 | 新建仓 |
| XYZ | BLOCK INC | $137.14万 | 0.58% | 22,789 | 22,789 | — | $137.14万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $137.83万 | 0.58% | 16,461 | -8,125 | -33.0% | -$68.03万 | 减仓 |
| CRM | SALESFORCE INC | $144.13万 | 0.61% | 7,721 | 7,721 | — | $144.13万 | 新建仓 |
| MRK | MERCK & CO INC | $144.48万 | 0.61% | 12,011 | -2,738 | -18.6% | -$32.94万 | 减仓 |