Keudell/Morrison Wealth Management
Salem OR · SEC CIK 0001785498
$5.29亿2026Q2 申报市值
260持仓数
44.2%前十大占比 · 第一大 10.1%
23 / 11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 加仓+$507.18万
TPYP 加仓+$454.63万
EDIV 加仓+$377.01万
LVHI 加仓+$361.45万
MOO 加仓+$266.39万
2026Q2 卖出最多 按季末市值估算
DEXC 减仓-$1,330.12万
FNDF 减仓-$983.94万
FLXR 减仓-$348.50万
DIMENSIONAL ETF 减仓-$142.85万
GOOGL 减仓-$45.13万
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 |
|---|---|---|---|---|---|---|---|---|
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,010 | -100.0% | -$22.41万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,410 | -100.0% | -$22.18万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,165 | -100.0% | -$21.57万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -456 | -100.0% | -$21.02万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,221 | -100.0% | -$20.87万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,125 | -100.0% | -$20.50万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -12,068 | -100.0% | -$18.89万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -10,909 | -100.0% | -$11.83万 | 清仓 |
| ALT | ALTIMMUNE INC | $0 | 0.00% | 0 | -18,500 | -100.0% | -$5.70万 | 清仓 |
| — | PIMCO STRATEGIC INCOME FD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.36万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -16,962 | -100.0% | -$8,761 | 清仓 |
| F | FORD MTR CO 看涨期权 | $1,390 | 0.00% | 100 | 100 | — | $1,390 | 新建仓 |
| TE | T1 ENERGY INC 看涨期权 | $1,896 | 0.00% | 200 | 200 | — | $1,896 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $4,105 | 0.00% | 100 | 100 | — | $4,105 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC 看涨期权 | $1.38万 | 0.00% | 1,700 | 1,700 | — | $1.38万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $4.00万 | 0.01% | 200 | 200 | — | $4.00万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $4.89万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $11.67万 | 0.02% | 1,000 | 1,000 | — | $11.67万 | 新建仓 |
| TE | T1 ENERGY INC | $12.78万 | 0.02% | 13,486 | 104 | 0.8% | $986 | 加仓 |
| F | FORD MTR CO | $17.13万 | 0.03% | 12,322 | -387 | -3.0% | -$5,379 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $18.08万 | 0.03% | 13,187 | -2,091 | -13.7% | -$2.87万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $20.05万 | 0.04% | 1,125 | 1,080 | 2,400.0% | $19.25万 | 重新持有 |
| GBCI | GLACIER BANCORP INC NEW | $20.12万 | 0.04% | 3,900 | 3,900 | — | $20.12万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $20.83万 | 0.04% | 8,218 | 8,218 | — | $20.83万 | 新建仓 |
| SLB | SLB LIMITED | $20.85万 | 0.04% | 4,484 | 0 | 0.0% | — | 不变 |
| EQIN | COLUMBIA ETF TR I | $21.67万 | 0.04% | 4,225 | -25 | -0.6% | -$1,283 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $21.76万 | 0.04% | 1,505 | 1,505 | — | $21.76万 | 新建仓 |
| — | EATON VANCE NATL MUN OPPORT | $21.95万 | 0.04% | 12,459 | 12,459 | — | $21.95万 | 新建仓 |
| IGV | ISHARES TR | $22.02万 | 0.04% | 2,431 | 2,431 | — | $22.02万 | 新建仓 |
| COP | CONOCOPHILLIPS | $22.21万 | 0.04% | 2,136 | 480 | 29.0% | $4.99万 | 加仓 |
| WY | WEYERHAEUSER CO | $22.32万 | 0.04% | 9,322 | 100 | 1.1% | $2,394 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $22.40万 | 0.04% | 752 | 752 | — | $22.40万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $22.52万 | 0.04% | 1,652 | 1,652 | — | $22.52万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $22.62万 | 0.04% | 719 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $22.67万 | 0.04% | 1,283 | -1,070 | -45.5% | -$18.91万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $22.86万 | 0.04% | 1,134 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $23.13万 | 0.04% | 784 | 56 | 7.7% | $1.65万 | 重新持有 |
| NWN | NORTHWEST NAT HLDG CO | $23.39万 | 0.04% | 4,768 | -55 | -1.1% | -$2,698 | 减仓 |
| IBB | ISHARES TR | $23.49万 | 0.04% | 1,235 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $23.61万 | 0.04% | 455 | 25 | 5.8% | $1.30万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $23.71万 | 0.04% | 5,126 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $23.85万 | 0.05% | 7,443 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $24.70万 | 0.05% | 966 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $24.80万 | 0.05% | 3,088 | -863 | -21.8% | -$6.93万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.82万 | 0.05% | 8,218 | 8,218 | — | $24.82万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $24.82万 | 0.05% | 1,340 | 95 | 7.6% | $1.76万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $24.86万 | 0.05% | 3,666 | 0 | 0.0% | — | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $24.88万 | 0.05% | 4,302 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.97万 | 0.05% | 498 | 24 | 5.1% | $1.20万 | 加仓 |
| DDOG | DATADOG INC | $25.10万 | 0.05% | 964 | 964 | — | $25.10万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $25.16万 | 0.05% | 6,450 | -200 | -3.0% | -$7,802 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $25.17万 | 0.05% | 4,935 | 730 | 17.4% | $3.72万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.41万 | 0.05% | 1,931 | 1,931 | — | $25.41万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.41万 | 0.05% | 7,300 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $25.45万 | 0.05% | 3,559 | -80 | -2.2% | -$5,720 | 减仓 |
| MFC | MANULIFE FINL CORP | $25.69万 | 0.05% | 6,341 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $25.72万 | 0.05% | 6,750 | -150 | -2.2% | -$5,715 | 减仓 |
| KR | KROGER CO | $25.80万 | 0.05% | 4,645 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $26.10万 | 0.05% | 1,908 | -54 | -2.8% | -$7,388 | 减仓 |
| RIO | RIO TINTO PLC | $26.11万 | 0.05% | 2,750 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $26.40万 | 0.05% | 7,100 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $26.56万 | 0.05% | 689 | 689 | — | $26.56万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $26.66万 | 0.05% | 3,200 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $26.69万 | 0.05% | 600 | 600 | — | $26.69万 | 新建仓 |
| MCK | MCKESSON CORP | $26.75万 | 0.05% | 354 | 32 | 9.9% | $2.42万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.91万 | 0.05% | 995 | 11 | 1.1% | $2,975 | 加仓 |
| ETN | EATON CORP PLC | $27.14万 | 0.05% | 637 | -22 | -3.3% | -$9,375 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.70万 | 0.05% | 1,576 | 1,576 | — | $27.70万 | 新建仓 |
| CVS | CVS HEALTH CORP | $27.76万 | 0.05% | 2,683 | -169 | -5.9% | -$1.75万 | 减仓 |
| CME | CME GROUP INC | $28.88万 | 0.05% | 1,308 | -40 | -3.0% | -$8,833 | 减仓 |
| ITB | ISHARES TR | $28.91万 | 0.05% | 2,767 | -10 | -0.4% | -$1,045 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.95万 | 0.05% | 300 | 300 | — | $28.95万 | 新建仓 |
| APP | APPLOVIN CORP | $28.96万 | 0.05% | 562 | -73 | -11.5% | -$3.76万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $29.01万 | 0.05% | 2,331 | 215 | 10.2% | $2.68万 | 加仓 |
| LII | LENNOX INTL INC | $29.68万 | 0.06% | 518 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.02万 | 0.06% | 999 | -273 | -21.5% | -$8.20万 | 减仓 |
| NOW | SERVICENOW INC | $30.08万 | 0.06% | 3,030 | -708 | -18.9% | -$7.03万 | 减仓 |
| SHEL | SHELL PLC | $30.12万 | 0.06% | 3,885 | -97 | -2.4% | -$7,521 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.40万 | 0.06% | 612 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.04万 | 0.06% | 827 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $31.38万 | 0.06% | 1,040 | -880 | -45.8% | -$26.55万 | 减仓 |
| XME | SPDR SERIES TRUST | $31.38万 | 0.06% | 2,935 | 25 | 0.9% | $2,673 | 加仓 |
| FLS | FLOWSERVE CORP | $31.51万 | 0.06% | 4,249 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $31.64万 | 0.06% | 2,606 | -58 | -2.2% | -$7,042 | 减仓 |
| SHYD | VANECK ETF TRUST | $31.78万 | 0.06% | 13,878 | -11,206 | -44.7% | -$25.66万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $31.92万 | 0.06% | 1,444 | 1,444 | — | $31.92万 | 新建仓 |
| NVS | NOVARTIS AG | $32.25万 | 0.06% | 2,058 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $32.33万 | 0.06% | 1,444 | -1,447 | -50.1% | -$32.40万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $32.75万 | 0.06% | 1,359 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $32.79万 | 0.06% | 1,930 | 1,930 | — | $32.79万 | 新建仓 |
| GSK | GSK PLC | $33.17万 | 0.06% | 6,328 | 657 | 11.6% | $3.44万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $33.42万 | 0.06% | 1,666 | -98 | -5.6% | -$1.97万 | 减仓 |
| TFC | TRUIST FINL CORP | $33.49万 | 0.06% | 6,722 | -3,766 | -35.9% | -$18.76万 | 减仓 |
| FIX | COMFORT SYS USA INC | $34.49万 | 0.07% | 174 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $34.66万 | 0.07% | 2,372 | -34 | -1.4% | -$4,968 | 减仓 |
| MDYG | SPDR SERIES TRUST | $35.54万 | 0.07% | 3,171 | 0 | 0.0% | — | 不变 |
| MUA | BLACKROCK MUNIASSETS FD INC | $35.65万 | 0.07% | 32,381 | 540 | 1.7% | $5,945 | 加仓 |
| APH | AMPHENOL CORP | $36.23万 | 0.07% | 2,055 | -289 | -12.3% | -$5.10万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $36.29万 | 0.07% | 582 | 15 | 2.6% | $9,353 | 加仓 |
| MPLX | MPLX LP | $36.67万 | 0.07% | 6,509 | 9 | 0.1% | $507 | 加仓 |