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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -119,718 | -100.0% | -$420.69万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -189,192 | -100.0% | -$365.14万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -35,374 | -100.0% | -$258.87万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -67,490 | -100.0% | -$255.38万 | 清仓 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -63,525 | -100.0% | -$246.92万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -40,364 | -100.0% | -$230.36万 | 清仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $0 | 0.00% | 0 | -52,453 | -100.0% | -$215.95万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -28,357 | -100.0% | -$74.35万 | 清仓 |
| IBDW | ISHARES TR | $0 | 0.00% | 0 | -15,650 | -100.0% | -$32.75万 | 清仓 |
| IBTM | ISHARES TR | $0 | 0.00% | 0 | -12,755 | -100.0% | -$29.25万 | 清仓 |
| IBTL | ISHARES TR | $0 | 0.00% | 0 | -14,221 | -100.0% | -$29.01万 | 清仓 |
| IBDZ | ISHARES TR | $0 | 0.00% | 0 | -10,257 | -100.0% | -$26.73万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -678 | -100.0% | -$24.15万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,270 | -100.0% | -$21.54万 | 清仓 |
| CVX | CHEVRON CORPORATION | $20.36万 | 0.07% | 1,228 | 30 | 2.5% | $4,973 | 加仓 |
| CRWV | COREWEAVE INC | $20.87万 | 0.07% | 2,097 | 2,097 | — | $20.87万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.95万 | 0.07% | 224 | 2 | 0.9% | $1,871 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $21.98万 | 0.08% | 9,589 | 9,589 | — | $21.98万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $22.05万 | 0.08% | 5,482 | 5,482 | — | $22.05万 | 新建仓 |
| IQLT | ISHARES TR | $22.46万 | 0.08% | 4,532 | 4,532 | — | $22.46万 | 新建仓 |
| IEF | ISHARES TR | $23.33万 | 0.08% | 2,466 | 2,466 | — | $23.33万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $24.17万 | 0.09% | 2,637 | 2,637 | — | $24.17万 | 新建仓 |
| HYBB | ISHARES TR | $25.47万 | 0.09% | 5,445 | 5,445 | — | $25.47万 | 新建仓 |
| UNP | UNION PAC CORP | $25.75万 | 0.09% | 947 | 2 | 0.2% | $544 | 加仓 |
| ROST | ROSS STORES INC | $26.45万 | 0.09% | 1,243 | -981 | -44.1% | -$20.88万 | 减仓 |
| IBTG | ISHARES TR | $26.78万 | 0.09% | 11,699 | -3,611 | -23.6% | -$8.27万 | 减仓 |
| WMT | WALMART INC | $27.19万 | 0.10% | 2,401 | 87 | 3.8% | $9,854 | 加仓 |
| IBTP | ISHARES TR | $27.50万 | 0.10% | 10,835 | -4,643 | -30.0% | -$11.79万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $27.76万 | 0.10% | 5,725 | 2,346 | 69.4% | $11.38万 | 重新持有 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $28.61万 | 0.10% | 11,028 | 11,028 | — | $28.61万 | 新建仓 |
| RL | RALPH LAUREN CORP | $29.03万 | 0.10% | 723 | -183 | -20.2% | -$7.35万 | 减仓 |
| IBTH | ISHARES TR | $30.50万 | 0.11% | 13,635 | -4,504 | -24.8% | -$10.08万 | 减仓 |
| IBTO | ISHARES TR | $31.12万 | 0.11% | 12,895 | -5,714 | -30.7% | -$13.79万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $31.56万 | 0.11% | 1,874 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $32.43万 | 0.11% | 6,612 | 1,327 | 25.1% | $6.51万 | 加仓 |
| — | ISHARES TR | $34.37万 | 0.12% | 13,335 | -24,968 | -65.2% | -$64.34万 | 减仓 |
| — | EA SERIES TRUST | $41.84万 | 0.15% | 9,588 | 9,588 | — | $41.84万 | 新建仓 |
| ZTS | ZOETIS INC | $48.90万 | 0.17% | 6,805 | 2,129 | 45.5% | $15.30万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $51.78万 | 0.18% | 4,871 | 4,871 | — | $51.78万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $52.01万 | 0.18% | 8,818 | -661 | -7.0% | -$3.90万 | 减仓 |
| IBTI | ISHARES TR | $52.07万 | 0.18% | 23,517 | -5,137 | -17.9% | -$11.37万 | 减仓 |
| MORN | MORNINGSTAR INC | $52.24万 | 0.19% | 3,348 | 420 | 14.3% | $6.55万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $54.27万 | 0.19% | 20,689 | 20,689 | — | $54.27万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $55.41万 | 0.20% | 7,666 | 7,666 | — | $55.41万 | 新建仓 |
| SMMD | ISHARES TR | $56.58万 | 0.20% | 6,175 | 6,175 | — | $56.58万 | 新建仓 |
| — | EA SERIES TRUST | $57.22万 | 0.20% | 20,614 | 20,614 | — | $57.22万 | 新建仓 |
| IBTJ | ISHARES TR | $62.61万 | 0.22% | 28,920 | -10,260 | -26.2% | -$22.21万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $63.49万 | 0.23% | 7,042 | 438 | 6.6% | $3.95万 | 加仓 |
| IBTK | ISHARES TR | $63.82万 | 0.23% | 32,663 | -8,851 | -21.3% | -$17.30万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $67.75万 | 0.24% | 29,925 | 29,925 | — | $67.75万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $68.00万 | 0.24% | 13,857 | 13,857 | — | $68.00万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $68.11万 | 0.24% | 6,615 | 527 | 8.7% | $5.43万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $68.17万 | 0.24% | 12,941 | 12,941 | — | $68.17万 | 新建仓 |
| CTAS | CINTAS CORP | $76.00万 | 0.27% | 4,469 | 714 | 19.0% | $12.14万 | 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 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $79.49万 | 0.28% | 16,130 | 9,322 | 136.9% | $45.94万 | 加仓 |
| FOXA | FOX CORP | $80.32万 | 0.28% | 15,398 | 844 | 5.8% | $4.40万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $80.64万 | 0.29% | 6,310 | 6,310 | — | $80.64万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $82.48万 | 0.29% | 5,988 | 390 | 7.0% | $5.37万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $83.13万 | 0.29% | 2,808 | 213 | 8.2% | $6.31万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $83.27万 | 0.30% | 7,967 | 615 | 8.4% | $6.43万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $85.59万 | 0.30% | 9,509 | -4,898 | -34.0% | -$44.09万 | 减仓 |
| IJR | ISHARES TR | $89.90万 | 0.32% | 6,062 | 6,062 | — | $89.90万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $94.91万 | 0.34% | 5,287 | 527 | 11.1% | $9.46万 | 加仓 |
| IDXX | IDEXX LABS INC | $94.93万 | 0.34% | 1,803 | 127 | 7.6% | $6.69万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $95.08万 | 0.34% | 5,927 | 506 | 9.3% | $8.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $95.80万 | 0.34% | 1,911 | 129 | 7.2% | $6.47万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $107.53万 | 0.38% | 18,015 | 18,015 | — | $107.53万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $108.27万 | 0.38% | 3,726 | 185 | 5.2% | $5.38万 | 加仓 |
| AVY | AVERY DENNISON CORP | $110.81万 | 0.39% | 6,825 | 517 | 8.2% | $8.39万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $113.12万 | 0.40% | 15,456 | 988 | 6.8% | $7.23万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $113.97万 | 0.40% | 11,478 | 1,016 | 9.7% | $10.09万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $120.92万 | 0.43% | 8,132 | 652 | 8.7% | $9.69万 | 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 |
| TNL | TRAVEL PLUS LEISURE CO | $126.27万 | 0.45% | 16,522 | 1,455 | 9.7% | $11.12万 | 加仓 |
| META | META PLATFORMS INC | $127.18万 | 0.45% | 2,258 | 228 | 11.2% | $12.84万 | 加仓 |
| AVGO | BROADCOM INC | $127.61万 | 0.45% | 3,378 | 315 | 10.3% | $11.90万 | 加仓 |
| IBHI | ISHARES TR | $131.07万 | 0.46% | 56,038 | -62,206 | -52.6% | -$145.50万 | 减仓 |
| CRM | SALESFORCE INC | $131.48万 | 0.47% | 8,392 | 671 | 8.7% | $10.51万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $132.71万 | 0.47% | 18,626 | 14,947 | 406.3% | $106.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $139.97万 | 0.50% | 32,586 | 26,389 | 425.8% | $113.35万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $141.24万 | 0.50% | 5,253 | 376 | 7.7% | $10.11万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $141.31万 | 0.50% | 7,009 | 589 | 9.2% | $11.87万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $142.01万 | 0.50% | 18,144 | 1,489 | 8.9% | $11.65万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $143.19万 | 0.51% | 15,780 | 3,298 | 26.4% | $29.93万 | 加仓 |
| AME | AMETEK INC | $143.94万 | 0.51% | 5,950 | 348 | 6.2% | $8.42万 | 加仓 |
| IPAR | INTERPARFUMS INC | $144.92万 | 0.51% | 12,956 | 785 | 6.4% | $8.78万 | 加仓 |
| WWD | WOODWARD INC | $146.37万 | 0.52% | 3,440 | 217 | 6.7% | $9.23万 | 加仓 |
| IBHH | ISHARES TR | $147.61万 | 0.52% | 62,811 | -62,956 | -50.1% | -$147.95万 | 减仓 |
| VICI | VICI PPTYS INC | $148.03万 | 0.52% | 55,754 | 22,845 | 69.4% | $60.65万 | 加仓 |
| FTNT | FORTINET INC | $148.14万 | 0.53% | 9,643 | 1,090 | 12.7% | $16.74万 | 加仓 |
| IBHG | ISHARES TR | $148.94万 | 0.53% | 67,454 | -66,208 | -49.5% | -$146.19万 | 减仓 |
| GAP | GAP INC | $151.10万 | 0.54% | 80,889 | -9,542 | -10.6% | -$17.82万 | 减仓 |
| ADI | ANALOG DEVICES INC | $152.31万 | 0.54% | 3,835 | 258 | 7.2% | $10.25万 | 加仓 |
| WAB | WABTEC | $154.93万 | 0.55% | 5,747 | 407 | 7.6% | $10.97万 | 加仓 |
| INTU | INTUIT | $155.00万 | 0.55% | 5,939 | 600 | 11.2% | $15.66万 | 加仓 |
| MRK | MERCK & CO INC | $165.68万 | 0.59% | 12,894 | 883 | 7.4% | $11.35万 | 加仓 |
| IBHF | ISHARES TR | $167.87万 | 0.60% | 74,115 | -57,349 | -43.6% | -$129.90万 | 减仓 |
| MGV | VANGUARD WORLD FD | $168.84万 | 0.60% | 10,330 | 6,216 | 151.1% | $101.60万 | 重新持有 |
| BLBD | BLUE BIRD CORP | $181.19万 | 0.64% | 22,947 | 1,187 | 5.5% | $9.37万 | 加仓 |