Keudell/Morrison Wealth Management
Salem OR · SEC CIK 0001785498
$4.89亿2026Q1 申报市值
245持仓数
46.1%前十大占比 · 第一大 9.6%
29 / 13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
DIMENSIONAL ETF 加仓+$956.55万
EDIV 新建仓+$833.81万
MOO 新建仓+$583.51万
VWOB 加仓+$455.61万
JMUB 加仓+$131.69万
2026Q1 卖出最多 按季末市值估算
HEQT 清仓-$1,657.43万
FLXR 减仓-$332.30万
SCHD 减仓-$199.98万
TPYP 减仓-$178.81万
VDE 减仓-$169.44万
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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $127.64万 | 0.26% | 8,430 | -19 | -0.2% | -$2,877 | 减仓 |
| EFA | ISHARES TR | $128.34万 | 0.26% | 13,213 | 1,475 | 12.6% | $14.33万 | 加仓 |
| TTE | TOTALENERGIES SE | $131.04万 | 0.27% | 14,404 | 329 | 2.3% | $2.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $132.35万 | 0.27% | 2,762 | -148 | -5.1% | -$7.09万 | 减仓 |
| ORCL | ORACLE CORP | $134.06万 | 0.27% | 9,113 | -144 | -1.6% | -$2.12万 | 减仓 |
| AVGO | BROADCOM INC | $140.55万 | 0.29% | 4,541 | 60 | 1.3% | $1.86万 | 加仓 |
| LTC | LTC PPTYS INC | $142.13万 | 0.29% | 38,249 | -1,440 | -3.6% | -$5.35万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $147.52万 | 0.30% | 5,039 | 6 | 0.1% | $1,756 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $159.84万 | 0.33% | 4,631 | 31 | 0.7% | $1.07万 | 加仓 |
| MRK | MERCK & CO INC | $160.91万 | 0.33% | 13,376 | 719 | 5.7% | $8.65万 | 加仓 |
| NKE | NIKE INC | $169.04万 | 0.35% | 32,003 | 1,691 | 5.6% | $8.93万 | 加仓 |
| AMGN | AMGEN INC | $172.42万 | 0.35% | 4,900 | -456 | -8.5% | -$16.05万 | 减仓 |
| ASML | ASML HLDG NV | $173.56万 | 0.35% | 1,314 | 4 | 0.3% | $5,283 | 加仓 |
| META | META PLATFORMS INC | $176.77万 | 0.36% | 3,090 | -52 | -1.7% | -$2.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $177.65万 | 0.36% | 1,783 | 26 | 1.5% | $2.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $179.03万 | 0.37% | 7,324 | -1,398 | -16.0% | -$34.17万 | 减仓 |
| QCOM | QUALCOMM INC | $183.22万 | 0.37% | 14,227 | 20 | 0.1% | $2,576 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $183.75万 | 0.38% | 8,544 | 41 | 0.5% | $8,818 | 加仓 |
| MO | ALTRIA GROUP INC | $198.89万 | 0.41% | 30,140 | -181 | -0.6% | -$1.19万 | 减仓 |
| T | AT&T INC | $199.61万 | 0.41% | 68,854 | 4,424 | 6.9% | $12.83万 | 加仓 |
| SYK | STRYKER CORPORATION | $200.60万 | 0.41% | 6,105 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $209.28万 | 0.43% | 15,016 | -1,006 | -6.3% | -$14.02万 | 减仓 |
| DGRO | ISHARES TR | $210.79万 | 0.43% | 30,036 | 4,112 | 15.9% | $28.86万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $261.52万 | 0.53% | 52,096 | -1,199 | -2.2% | -$6.02万 | 减仓 |
| USB | US BANCORP | $270.11万 | 0.55% | 51,935 | -1,592 | -3.0% | -$8.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $278.69万 | 0.57% | 9,474 | 590 | 6.6% | $17.36万 | 加仓 |
| CAT | CATERPILLAR INC | $287.98万 | 0.59% | 4,065 | -1,918 | -32.1% | -$135.88万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $294.02万 | 0.60% | 30,030 | 304 | 1.0% | $2.98万 | 加仓 |
| HD | HOME DEPOT INC | $303.24万 | 0.62% | 9,220 | -7 | -0.1% | -$2,302 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $309.26万 | 0.63% | 18,704 | 264 | 1.4% | $4.37万 | 加仓 |
| RTX | RTX CORPORATION | $328.52万 | 0.67% | 17,031 | -178 | -1.0% | -$3.43万 | 减仓 |
| QQQ | INVESCO QQQ TR | $329.34万 | 0.67% | 5,706 | -556 | -8.9% | -$32.09万 | 减仓 |
| V | VISA INC | $338.81万 | 0.69% | 11,210 | -190 | -1.7% | -$5.74万 | 减仓 |
| GOOGL | ALPHABET INC | $367.43万 | 0.75% | 12,778 | 366 | 2.9% | $10.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $370.36万 | 0.76% | 21,236 | 108 | 0.5% | $1.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $384.97万 | 0.79% | 18,607 | 920 | 5.2% | $19.03万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $402.66万 | 0.82% | 30,298 | 102 | 0.3% | $1.36万 | 加仓 |
| ABBV | ABBVIE INC | $435.32万 | 0.89% | 20,016 | 53 | 0.3% | $1.15万 | 加仓 |
| VDE | VANGUARD WORLD FD | $445.85万 | 0.91% | 25,766 | -9,792 | -27.5% | -$169.44万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $447.25万 | 0.91% | 20,933 | 180 | 0.9% | $3.85万 | 加仓 |
| LLY | ELI LILLY & CO | $455.93万 | 0.93% | 4,957 | -192 | -3.7% | -$17.66万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $502.63万 | 1.03% | 198,512 | -21,397 | -9.7% | -$54.18万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $558.55万 | 1.14% | 191,743 | 8,918 | 4.9% | $25.98万 | 加仓 |
| MOO | VANECK ETF TRUST | $583.51万 | 1.19% | 69,054 | 69,054 | — | $583.51万 | 新建仓 |
| — | EXXON MOBIL CORP | $623.73万 | 1.28% | 36,763 | -1,538 | -4.0% | -$26.09万 | 减仓 |
| AMZN | AMAZON COM INC | $730.30万 | 1.49% | 35,065 | 943 | 2.8% | $19.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $738.20万 | 1.51% | 19,942 | 155 | 0.8% | $5.74万 | 加仓 |
| GOOG | ALPHABET INC | $833.28万 | 1.70% | 29,048 | -253 | -0.9% | -$7.26万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $833.81万 | 1.71% | 211,199 | 211,199 | — | $833.81万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $900.31万 | 1.84% | 101,501 | 1,411 | 1.4% | $12.52万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $989.97万 | 2.02% | 244,196 | 3,196 | 1.3% | $12.96万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $994.41万 | 2.03% | 198,921 | 26,344 | 15.3% | $131.69万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,082.38万 | 2.21% | 73,085 | -1,426 | -1.9% | -$21.12万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $1,130.78万 | 2.31% | 266,945 | -42,212 | -13.7% | -$178.81万 | 减仓 |
| DEXC | DIMENSIONAL ETF TRUST | $1,371.31万 | 2.80% | 211,426 | -4,578 | -2.1% | -$29.69万 | 减仓 |
| AAPL | APPLE INC | $1,693.86万 | 3.46% | 66,743 | 1,168 | 1.8% | $29.64万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,136.53万 | 4.37% | 436,651 | 3,076 | 0.7% | $15.05万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,383.70万 | 4.87% | 362,872 | 69,358 | 23.6% | $455.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,713.50万 | 5.55% | 698,277 | 246,152 | 54.4% | $956.55万 | 加仓 |
| FLXR | TCW ETF TRUST | $4,321.15万 | 8.84% | 1,100,368 | -84,620 | -7.1% | -$332.30万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,695.99万 | 9.60% | 1,530,634 | -65,184 | -4.1% | -$199.98万 | 减仓 |