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 |
|---|---|---|---|---|---|---|---|---|
| TM | TOYOTA MOTOR CORP | $38.62万 | 0.16% | 1,874 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $35.08万 | 0.15% | 15,310 | -62,398 | -80.3% | -$142.98万 | 减仓 |
| IBDW | ISHARES TR | $32.75万 | 0.14% | 15,650 | -209,127 | -93.0% | -$437.69万 | 减仓 |
| RL | RALPH LAUREN CORP | $31.18万 | 0.13% | 906 | -4,861 | -84.3% | -$167.30万 | 减仓 |
| FISV | FISERV INC | $29.49万 | 0.12% | 5,285 | 1,104 | 26.4% | $6.16万 | 加仓 |
| IBTM | ISHARES TR | $29.25万 | 0.12% | 12,755 | -38,089 | -74.9% | -$87.34万 | 减仓 |
| AGG | ISHARES TR | $29.25万 | 0.12% | 2,946 | 2,946 | — | $29.25万 | 新建仓 |
| IBTL | ISHARES TR | $29.01万 | 0.12% | 14,221 | -77,309 | -84.5% | -$157.70万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.96万 | 0.12% | 6,808 | 6,808 | — | $28.96万 | 新建仓 |
| WMT | WALMART INC | $28.76万 | 0.12% | 2,314 | 16 | 0.7% | $1,988 | 加仓 |
| IBDZ | ISHARES TR | $26.73万 | 0.11% | 10,257 | -42,689 | -80.6% | -$111.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $24.78万 | 0.10% | 1,198 | 1,198 | — | $24.78万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.53万 | 0.10% | 6,197 | 6,197 | — | $24.53万 | 新建仓 |
| FDX | FEDEX CORP | $24.15万 | 0.10% | 678 | -7,619 | -91.8% | -$271.42万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.57万 | 0.10% | 3,679 | 3,679 | — | $23.57万 | 新建仓 |
| UNP | UNION PAC CORP | $22.93万 | 0.10% | 945 | -378 | -28.6% | -$9.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.12万 | 0.09% | 222 | -122 | -35.5% | -$12.16万 | 减仓 |
| — | EXXON MOBIL CORP | $21.54万 | 0.09% | 1,270 | -2,139 | -62.7% | -$36.28万 | 减仓 |
| 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 |