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 |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC | $185.36万 | 0.66% | 24,390 | 1,601 | 7.0% | $12.17万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $202.18万 | 0.72% | 15,972 | -319 | -2.0% | -$4.04万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $205.55万 | 0.73% | 4,185 | 257 | 6.5% | $12.62万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $206.19万 | 0.73% | 26,090 | 26,090 | — | $206.19万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $207.71万 | 0.74% | 28,627 | 2,599 | 10.0% | $18.86万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $210.56万 | 0.75% | 65,861 | -1,215 | -1.8% | -$3.88万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $216.25万 | 0.77% | 9,656 | 1,615 | 20.1% | $36.17万 | 加仓 |
| IBDS | ISHARES TR | $216.53万 | 0.77% | 89,401 | -10,968 | -10.9% | -$26.56万 | 减仓 |
| IBDT | ISHARES TR | $218.73万 | 0.78% | 86,624 | -4,556 | -5.0% | -$11.50万 | 减仓 |
| AAPL | APPLE INC | $224.08万 | 0.79% | 7,744 | 205 | 2.7% | $5.93万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $224.81万 | 0.80% | 44,525 | 44,525 | — | $224.81万 | 新建仓 |
| AGG | ISHARES TR | $227.82万 | 0.81% | 23,017 | 20,071 | 681.3% | $198.66万 | 加仓 |
| IBDV | ISHARES TR | $230.83万 | 0.82% | 105,883 | -7,680 | -6.8% | -$16.74万 | 减仓 |
| IBDU | ISHARES TR | $231.62万 | 0.82% | 100,008 | -6,825 | -6.4% | -$15.81万 | 减仓 |
| RMD | RESMED INC | $233.86万 | 0.83% | 12,000 | 1,919 | 19.0% | $37.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.38万 | 0.84% | 4,724 | -73 | -1.5% | -$3.65万 | 减仓 |
| IGIB | ISHARES TR | $237.01万 | 0.84% | 44,575 | 1,173 | 2.7% | $6.24万 | 加仓 |
| KLAC | KLA CORP | $242.29万 | 0.86% | 8,030 | 730 | 10.0% | $22.03万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $242.51万 | 0.86% | 5,597 | 565 | 11.2% | $24.48万 | 加仓 |
| CTVA | CORTEVA INC | $246.24万 | 0.87% | 29,076 | -24 | -0.1% | -$2,033 | 减仓 |
| PTC | PTC INC | $249.35万 | 0.88% | 21,948 | 3,597 | 19.6% | $40.87万 | 加仓 |
| IBDR | ISHARES TR | $251.86万 | 0.89% | 103,946 | -7,112 | -6.4% | -$17.23万 | 减仓 |
| QCOM | QUALCOMM INC | $257.07万 | 0.91% | 13,912 | -5,099 | -26.8% | -$94.22万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $263.03万 | 0.93% | 36,452 | 871 | 2.4% | $6.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $278.80万 | 0.99% | 7,534 | 433 | 6.1% | $16.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $288.07万 | 1.02% | 51,005 | 51,005 | — | $288.07万 | 新建仓 |
| NFLX | NETFLIX INC. | $320.71万 | 1.14% | 44,918 | 4,288 | 10.6% | $30.62万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $332.73万 | 1.18% | 77,055 | 5,234 | 7.3% | $22.60万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $335.32万 | 1.19% | 30,974 | 1,213 | 4.1% | $13.13万 | 加仓 |
| GOOGL | ALPHABET INC | $340.83万 | 1.21% | 9,537 | -176 | -1.8% | -$6.29万 | 减仓 |
| EME | EMCOR GROUP INC | $342.47万 | 1.21% | 4,127 | 265 | 6.9% | $21.99万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $345.54万 | 1.23% | 124,744 | 124,744 | — | $345.54万 | 新建仓 |
| PFE | PFIZER INC | $349.47万 | 1.24% | 145,127 | 10,959 | 8.2% | $26.39万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $370.90万 | 1.31% | 36,694 | 36,694 | — | $370.90万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $381.90万 | 1.35% | 11,667 | 11,667 | — | $381.90万 | 新建仓 |
| AMZN | AMAZON COM INC | $412.23万 | 1.46% | 17,296 | 14,307 | 478.7% | $340.99万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $413.13万 | 1.46% | 122,118 | 122,118 | — | $413.13万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $427.24万 | 1.51% | 90,229 | -11,792 | -11.6% | -$55.84万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $500.23万 | 1.77% | 121,064 | 95,028 | 365.0% | $392.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $581.46万 | 2.06% | 8,466 | -319 | -3.6% | -$21.91万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $606.11万 | 2.15% | 20,700 | 762 | 3.8% | $22.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $626.46万 | 2.22% | 16,794 | 1,042 | 6.6% | $38.87万 | 加仓 |
| DGRO | ISHARES TR | $834.87万 | 2.96% | 110,156 | 110,156 | — | $834.87万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $851.76万 | 3.02% | 268,611 | 268,611 | — | $851.76万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $853.15万 | 3.02% | 42,638 | 3,957 | 10.2% | $79.18万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $934.02万 | 3.31% | 398,471 | 12,329 | 3.2% | $28.90万 | 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 |
| DIV | GLOBAL X FDS | $1,196.08万 | 4.24% | 627,865 | 23,178 | 3.8% | $44.15万 | 加仓 |
| USHY | ISHARES TR | $2,252.92万 | 7.99% | 608,569 | 11,994 | 2.0% | $44.40万 | 加仓 |