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 |
|---|---|---|---|---|---|---|---|---|
| USHY | ISHARES TR | $2,197.78万 | 9.30% | 596,575 | 399,216 | 202.3% | $1,470.71万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,198.31万 | 5.07% | 235,888 | 235,888 | — | $1,198.31万 | 新建仓 |
| DIV | GLOBAL X FDS | $1,142.86万 | 4.84% | 604,687 | 604,687 | — | $1,142.86万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $900.48万 | 3.81% | 386,142 | 386,142 | — | $900.48万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $674.60万 | 2.86% | 38,681 | -57 | -0.1% | -$9,941 | 减仓 |
| MSFT | MICROSOFT CORP | $583.11万 | 2.47% | 15,752 | 1,003 | 6.8% | $37.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $524.93万 | 2.22% | 8,785 | 8,785 | — | $524.93万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $475.47万 | 2.01% | 102,021 | -17,923 | -14.9% | -$83.53万 | 减仓 |
| — | COTERRA ENERGY INC | $420.69万 | 1.78% | 119,718 | 119,718 | — | $420.69万 | 新建仓 |
| NFLX | NETFLIX INC. | $390.65万 | 1.65% | 40,630 | 27,987 | 221.4% | $269.09万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $389.45万 | 1.65% | 19,938 | 4,281 | 27.3% | $83.62万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $386.41万 | 1.64% | 29,761 | 29,761 | — | $386.41万 | 新建仓 |
| PFE | PFIZER INC | $376.74万 | 1.59% | 134,168 | 17,134 | 14.6% | $48.11万 | 加仓 |
| ET | ENERGY TRANSFER L P | $365.14万 | 1.55% | 189,192 | 189,192 | — | $365.14万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $324.85万 | 1.37% | 71,821 | 71,821 | — | $324.85万 | 新建仓 |
| IBHF | ISHARES TR | $301.71万 | 1.28% | 131,464 | -293,240 | -69.0% | -$672.98万 | 减仓 |
| IBHG | ISHARES TR | $295.79万 | 1.25% | 133,662 | -305,218 | -69.5% | -$675.45万 | 减仓 |
| IBHH | ISHARES TR | $295.17万 | 1.25% | 125,767 | -288,974 | -69.7% | -$678.22万 | 减仓 |
| EME | EMCOR GROUP INC | $285.15万 | 1.21% | 3,862 | 3,862 | — | $285.15万 | 新建仓 |
| GOOGL | ALPHABET INC | $279.31万 | 1.18% | 9,713 | -2,968 | -23.4% | -$85.35万 | 减仓 |
| IBHI | ISHARES TR | $275.31万 | 1.17% | 118,244 | -281,232 | -70.4% | -$654.79万 | 减仓 |
| IBDR | ISHARES TR | $269.20万 | 1.14% | 111,058 | -264,024 | -70.4% | -$639.99万 | 减仓 |
| PTC | PTC INC | $261.49万 | 1.11% | 18,351 | 18,351 | — | $261.49万 | 新建仓 |
| EIX | EDISON INTL | $258.87万 | 1.10% | 35,374 | 35,374 | — | $258.87万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $255.93万 | 1.08% | 35,581 | 35,581 | — | $255.93万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $255.38万 | 1.08% | 67,490 | 67,490 | — | $255.38万 | 新建仓 |
| IBDV | ISHARES TR | $248.59万 | 1.05% | 113,563 | -87,264 | -43.5% | -$191.02万 | 减仓 |
| IBDU | ISHARES TR | $248.49万 | 1.05% | 106,833 | -78,079 | -42.2% | -$181.61万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $246.92万 | 1.05% | 63,525 | 63,525 | — | $246.92万 | 新建仓 |
| QCOM | QUALCOMM INC | $244.83万 | 1.04% | 19,011 | -1,019 | -5.1% | -$13.12万 | 减仓 |
| CTVA | CORTEVA INC | $243.60万 | 1.03% | 29,100 | 29,100 | — | $243.60万 | 新建仓 |
| IBDS | ISHARES TR | $243.29万 | 1.03% | 100,369 | -121,108 | -54.7% | -$293.57万 | 减仓 |
| IGIB | ISHARES TR | $230.98万 | 0.98% | 43,402 | 43,402 | — | $230.98万 | 新建仓 |
| IBDT | ISHARES TR | $230.96万 | 0.98% | 91,180 | -75,415 | -45.3% | -$191.03万 | 减仓 |
| INTU | INTUIT | $230.85万 | 0.98% | 5,339 | 5,339 | — | $230.85万 | 新建仓 |
| MPLX | MPLX LP | $230.36万 | 0.97% | 40,364 | 40,364 | — | $230.36万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.87万 | 0.97% | 4,797 | -248 | -4.9% | -$11.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $227.80万 | 0.96% | 7,101 | 4,304 | 153.9% | $138.07万 | 加仓 |
| RMD | RESMED INC | $226.29万 | 0.96% | 10,081 | 4,725 | 88.2% | $106.06万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $224.91万 | 0.95% | 67,076 | -3,592 | -5.1% | -$12.04万 | 减仓 |
| GAP | GAP INC | $218.84万 | 0.93% | 90,431 | -2,585 | -2.8% | -$6.26万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $215.95万 | 0.91% | 52,453 | 52,453 | — | $215.95万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $213.31万 | 0.90% | 16,291 | -755 | -4.4% | -$9.89万 | 减仓 |
| AAPL | APPLE INC | $191.33万 | 0.81% | 7,539 | -1,718 | -18.6% | -$43.60万 | 减仓 |
| GPN | GLOBAL PMTS INC | $175.17万 | 0.74% | 26,028 | 26,028 | — | $175.17万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $163.71万 | 0.69% | 3,928 | 3,928 | — | $163.71万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $163.38万 | 0.69% | 8,041 | 8,041 | — | $163.38万 | 新建仓 |
| MRK | MERCK & CO INC | $144.48万 | 0.61% | 12,011 | -2,738 | -18.6% | -$32.94万 | 减仓 |
| CRM | SALESFORCE INC | $144.13万 | 0.61% | 7,721 | 7,721 | — | $144.13万 | 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 |
| XYZ | BLOCK INC | $137.14万 | 0.58% | 22,789 | 22,789 | — | $137.14万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $134.18万 | 0.57% | 6,420 | 6,420 | — | $134.18万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $133.87万 | 0.57% | 7,480 | 7,480 | — | $133.87万 | 新建仓 |
| WAB | WABTEC | $133.44万 | 0.56% | 5,340 | -1,550 | -22.5% | -$38.73万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $131.64万 | 0.56% | 14,407 | -1,460 | -9.2% | -$13.34万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $131.01万 | 0.55% | 26,036 | -2,047 | -7.3% | -$10.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $128.16万 | 0.54% | 12,482 | 10,949 | 714.2% | $112.42万 | 重新持有 |
| BLBD | BLUE BIRD CORP | $123.57万 | 0.52% | 21,760 | 21,760 | — | $123.57万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $122.20万 | 0.52% | 3,541 | -2,009 | -36.2% | -$69.33万 | 减仓 |
| AME | AMETEK INC | $120.09万 | 0.51% | 5,602 | -1,702 | -23.3% | -$36.49万 | 减仓 |
| META | META PLATFORMS INC | $116.12万 | 0.49% | 2,030 | -381 | -15.8% | -$21.79万 | 减仓 |
| WWD | WOODWARD INC | $115.36万 | 0.49% | 3,223 | 3,223 | — | $115.36万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $113.79万 | 0.48% | 3,577 | 3,577 | — | $113.79万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $112.40万 | 0.48% | 4,877 | 4,877 | — | $112.40万 | 新建仓 |
| IPAR | INTERPARFUMS INC | $110.56万 | 0.47% | 12,171 | 12,171 | — | $110.56万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $108.92万 | 0.46% | 6,308 | -688 | -9.8% | -$11.88万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $107.64万 | 0.46% | 16,655 | -2,524 | -13.2% | -$16.31万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $107.51万 | 0.46% | 5,032 | 5,032 | — | $107.51万 | 新建仓 |
| KLAC | KLA CORP | $107.48万 | 0.45% | 730 | 730 | — | $107.48万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $104.71万 | 0.44% | 10,462 | 10,462 | — | $104.71万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $104.25万 | 0.44% | 15,067 | -12,987 | -46.3% | -$89.85万 | 减仓 |
| — | ISHARES TR | $97.48万 | 0.41% | 38,303 | -59,152 | -60.7% | -$150.54万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $96.02万 | 0.41% | 14,468 | 14,468 | — | $96.02万 | 新建仓 |
| AVGO | BROADCOM INC | $94.80万 | 0.40% | 3,063 | 3,063 | — | $94.80万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $94.68万 | 0.40% | 6,088 | -2,388 | -28.2% | -$37.14万 | 减仓 |
| IDXX | IDEXX LABS INC | $94.19万 | 0.40% | 1,676 | -1,193 | -41.6% | -$67.04万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $93.09万 | 0.39% | 2,595 | 2,595 | — | $93.09万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $90.33万 | 0.38% | 4,760 | 4,760 | — | $90.33万 | 新建仓 |
| VICI | VICI PPTYS INC | $89.91万 | 0.38% | 32,909 | -22,834 | -41.0% | -$62.38万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $89.34万 | 0.38% | 5,421 | 5,421 | — | $89.34万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $88.47万 | 0.37% | 5,598 | 5,598 | — | $88.47万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $87.57万 | 0.37% | 1,782 | -244 | -12.0% | -$11.99万 | 减仓 |
| IBTJ | ISHARES TR | $85.58万 | 0.36% | 39,180 | -81,801 | -67.6% | -$178.68万 | 减仓 |
| FOXA | FOX CORP | $84.99万 | 0.36% | 14,554 | 14,554 | — | $84.99万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $84.19万 | 0.36% | 6,604 | -1,638 | -19.9% | -$20.88万 | 减仓 |
| IBTK | ISHARES TR | $81.87万 | 0.35% | 41,514 | -41,592 | -50.0% | -$82.02万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $79.43万 | 0.34% | 7,352 | 7,352 | — | $79.43万 | 新建仓 |
| — | ISHARES TR | $74.35万 | 0.31% | 28,357 | -66,180 | -70.0% | -$173.52万 | 减仓 |
| FTNT | FORTINET INC | $69.90万 | 0.30% | 8,553 | -121 | -1.4% | -$9,888 | 减仓 |
| IBTI | ISHARES TR | $63.85万 | 0.27% | 28,654 | -32,371 | -53.0% | -$72.13万 | 减仓 |
| CTAS | CINTAS CORP | $63.51万 | 0.27% | 3,755 | -441 | -10.5% | -$7.46万 | 减仓 |
| AMZN | AMAZON COM INC | $62.25万 | 0.26% | 2,989 | -811 | -21.3% | -$16.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.37万 | 0.25% | 898 | 1 | 0.1% | $650 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $56.45万 | 0.24% | 9,479 | 9,479 | — | $56.45万 | 新建仓 |
| ZTS | ZOETIS INC | $55.27万 | 0.23% | 4,676 | 2,072 | 79.6% | $24.49万 | 加仓 |
| MORN | MORNINGSTAR INC | $49.50万 | 0.21% | 2,928 | -14 | -0.5% | -$2,367 | 减仓 |
| ROST | ROSS STORES INC | $48.18万 | 0.20% | 2,224 | -12,823 | -85.2% | -$277.81万 | 减仓 |
| IBTO | ISHARES TR | $45.39万 | 0.19% | 18,609 | -37,036 | -66.6% | -$90.33万 | 减仓 |
| IBTH | ISHARES TR | $40.69万 | 0.17% | 18,139 | -29,866 | -62.2% | -$66.99万 | 减仓 |
| IBTP | ISHARES TR | $39.67万 | 0.17% | 15,478 | -48,338 | -75.7% | -$123.89万 | 减仓 |