Keebeck Wealth Management
Chicago IL · SEC CIK 0001803675
$10.24亿2026Q2 申报市值
471持仓数
26.5%前十大占比 · 第一大 6.6%
75 / 32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
IVV 加仓+$668.69万
USFR 加仓+$464.38万
UNH 加仓+$382.89万
CORO 新建仓+$320.11万
NVDA 加仓+$271.44万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$584.43万
EFV 减仓-$491.50万
GBIL 减仓-$436.86万
IEMG 减仓-$360.29万
MTUM 减仓-$272.96万
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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.54万 | 0.03% | 2,910 | 2,910 | — | $26.54万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $26.61万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $26.77万 | 0.03% | 2,368 | 2,368 | — | $26.77万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $27.08万 | 0.03% | 10,807 | 10,807 | — | $27.08万 | 新建仓 |
| TGT | TARGET CORP | $27.23万 | 0.03% | 2,085 | 2,085 | — | $27.23万 | 新建仓 |
| TLT | ISHARES TR | $27.64万 | 0.03% | 3,198 | -5,098 | -61.5% | -$44.06万 | 减仓 |
| ESGE | ISHARES INC | $27.84万 | 0.03% | 5,091 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $28.13万 | 0.03% | 11,457 | -1,240 | -9.8% | -$3.04万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $28.28万 | 0.03% | 1,713 | 368 | 27.4% | $6.07万 | 加仓 |
| SAP | SAP SE | $28.68万 | 0.03% | 1,861 | 544 | 41.3% | $8.38万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $28.80万 | 0.03% | 9,010 | 1,473 | 19.5% | $4.71万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.82万 | 0.03% | 12,176 | 12,176 | — | $28.82万 | 新建仓 |
| DEO | DIAGEO PLC | $29.11万 | 0.03% | 3,622 | 870 | 31.6% | $6.99万 | 加仓 |
| RKT | ROCKET COS INC | $29.18万 | 0.03% | 18,529 | -1,812 | -8.9% | -$2.85万 | 减仓 |
| CG | CARLYLE GROUP INC | $29.29万 | 0.03% | 6,955 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $29.52万 | 0.03% | 50,629 | 23,242 | 84.9% | $13.55万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $29.58万 | 0.03% | 3,041 | 1,388 | 84.0% | $13.50万 | 加仓 |
| MMM | 3M CO | $29.60万 | 0.03% | 1,828 | 1,828 | — | $29.60万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $29.67万 | 0.03% | 2,169 | 594 | 37.7% | $8.13万 | 加仓 |
| IJH | ISHARES TR | $29.69万 | 0.03% | 3,850 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $29.72万 | 0.03% | 3,275 | -3,839 | -54.0% | -$34.84万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $29.75万 | 0.03% | 16,625 | 16,625 | — | $29.75万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $29.93万 | 0.03% | 1,729 | 1,729 | — | $29.93万 | 新建仓 |
| CENX | CENTURY ALUM CO | $30.00万 | 0.03% | 6,521 | 6,521 | — | $30.00万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $30.13万 | 0.03% | 5,045 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $30.14万 | 0.03% | 1,395 | 1,395 | — | $30.14万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $30.26万 | 0.03% | 2,558 | 2,558 | — | $30.26万 | 新建仓 |
| RELX | RELX PLC | $30.35万 | 0.03% | 9,582 | 2,252 | 30.7% | $7.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.36万 | 0.03% | 5,085 | 1 | 0.0% | $60 | 加仓 |
| CSX | CSX CORP | $30.41万 | 0.03% | 6,398 | 6,398 | — | $30.41万 | 新建仓 |
| MRX | MAREX GROUP PLC | $30.48万 | 0.03% | 5,000 | 5,000 | — | $30.48万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $30.52万 | 0.03% | 10,681 | 10,681 | — | $30.52万 | 新建仓 |
| BX | BLACKSTONE INC | $30.68万 | 0.03% | 2,607 | 2,607 | — | $30.68万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.68万 | 0.03% | 2,094 | 158 | 8.2% | $2.31万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $30.82万 | 0.03% | 3,900 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $30.86万 | 0.03% | 4,451 | -1,851 | -29.4% | -$12.83万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $31.12万 | 0.03% | 3,097 | -851 | -21.6% | -$8.55万 | 减仓 |
| EEM | ISHARES TR | $31.25万 | 0.03% | 4,568 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $31.27万 | 0.03% | 1,304 | 1,304 | — | $31.27万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $31.31万 | 0.03% | 1,033 | 1 | 0.1% | $303 | 加仓 |
| RIO | RIO TINTO PLC | $31.38万 | 0.03% | 3,306 | 1,003 | 43.6% | $9.52万 | 加仓 |
| DB | DEUTSCHE BK AG | $31.42万 | 0.03% | 9,307 | 1,665 | 21.8% | $5.62万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $31.56万 | 0.03% | 1,573 | 113 | 7.7% | $2.27万 | 加仓 |
| ING | ING GROEP N.V. | $31.65万 | 0.03% | 10,085 | 10,085 | — | $31.65万 | 新建仓 |
| IX | ORIX CORP | $31.96万 | 0.03% | 8,401 | 8,401 | — | $31.96万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $32.09万 | 0.03% | 15,631 | 872 | 5.9% | $1.79万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $32.33万 | 0.03% | 13,977 | 1,650 | 13.4% | $3.82万 | 加仓 |
| IWD | ISHARES TR | $32.58万 | 0.03% | 1,344 | -359 | -21.1% | -$8.70万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $32.90万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $32.92万 | 0.03% | 5,330 | 1,531 | 40.3% | $9.46万 | 加仓 |
| CRM | SALESFORCE INC | $32.93万 | 0.03% | 2,096 | 1,251 | 148.0% | $19.65万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.99万 | 0.03% | 879 | 879 | — | $32.99万 | 新建仓 |
| UL | UNILEVER PLC | $33.05万 | 0.03% | 5,497 | 1,346 | 32.4% | $8.09万 | 加仓 |
| SHEL | SHELL PLC | $33.08万 | 0.03% | 4,266 | 937 | 28.1% | $7.27万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $33.25万 | 0.03% | 1,614 | 1,614 | — | $33.25万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $33.30万 | 0.03% | 2,303 | 2,303 | — | $33.30万 | 新建仓 |
| PSO | PEARSON PLC | $33.69万 | 0.03% | 21,205 | 7,147 | 50.8% | $11.36万 | 加仓 |
| SHYD | VANECK ETF TRUST | $33.80万 | 0.03% | 14,760 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $33.83万 | 0.03% | 10,763 | -14,413 | -57.2% | -$45.30万 | 减仓 |
| ARGX | ARGENX SE | $33.96万 | 0.03% | 366 | 366 | — | $33.96万 | 新建仓 |
| QXO | QXO INC | $34.19万 | 0.03% | 19,788 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $34.24万 | 0.03% | 1,176 | 326 | 38.4% | $9.49万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $34.26万 | 0.03% | 17,408 | 17,408 | — | $34.26万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $34.29万 | 0.03% | 3,803 | -261 | -6.4% | -$2.35万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $34.78万 | 0.03% | 1,464 | 1,464 | — | $34.78万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $34.78万 | 0.03% | 17,399 | 5,852 | 50.7% | $11.70万 | 加仓 |
| ZTS | ZOETIS INC | $34.87万 | 0.03% | 4,852 | -479 | -9.0% | -$3.44万 | 减仓 |
| BA | BOEING CO | $35.09万 | 0.03% | 1,621 | 38 | 2.4% | $8,226 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $35.14万 | 0.03% | 6,970 | 3,000 | 75.6% | $15.12万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $35.55万 | 0.03% | 8,330 | 8,330 | — | $35.55万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $35.57万 | 0.03% | 6,168 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $35.76万 | 0.03% | 2,190 | 2,190 | — | $35.76万 | 新建仓 |
| IRM | IRON MTN INC DEL | $35.91万 | 0.04% | 2,824 | 741 | 35.6% | $9.42万 | 加仓 |
| SNA | SNAP ON INC | $36.14万 | 0.04% | 898 | 89 | 11.0% | $3.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.14万 | 0.04% | 2,287 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $36.20万 | 0.04% | 29,600 | 29,600 | — | $36.20万 | 新建仓 |
| ROST | ROSS STORES INC | $36.36万 | 0.04% | 1,708 | 94 | 5.8% | $2.00万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.13万 | 0.04% | 5,062 | 1,456 | 40.4% | $10.68万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $37.40万 | 0.04% | 7,421 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $37.57万 | 0.04% | 2,968 | 1,039 | 53.9% | $13.15万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $37.64万 | 0.04% | 1,683 | 551 | 48.7% | $12.32万 | 加仓 |
| VAW | VANGUARD WORLD FD | $37.98万 | 0.04% | 1,660 | -46 | -2.7% | -$1.05万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $38.12万 | 0.04% | 1,418 | 1,418 | — | $38.12万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.13万 | 0.04% | 730 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $38.18万 | 0.04% | 2,818 | 1,053 | 59.7% | $14.26万 | 加仓 |
| SNOW | SNOWFLAKE INC | $38.28万 | 0.04% | 1,504 | 1,504 | — | $38.28万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $38.41万 | 0.04% | 2,338 | 623 | 36.3% | $10.23万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $38.42万 | 0.04% | 1,567 | 1,567 | — | $38.42万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $38.44万 | 0.04% | 2,712 | 2,712 | — | $38.44万 | 新建仓 |
| VICI | VICI PPTYS INC | $38.53万 | 0.04% | 14,271 | 2,362 | 19.8% | $6.38万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $38.66万 | 0.04% | 5,820 | 645 | 12.5% | $4.28万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $38.75万 | 0.04% | 11,758 | 11,758 | — | $38.75万 | 新建仓 |
| HEFA | ISHARES TR | $38.78万 | 0.04% | 8,264 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $39.05万 | 0.04% | 795 | 105 | 15.2% | $5.16万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.37万 | 0.04% | 1,355 | -298 | -18.0% | -$8.66万 | 减仓 |
| HLNE | HAMILTON LANE INC | $39.68万 | 0.04% | 4,994 | -5,026 | -50.2% | -$39.93万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $39.88万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $39.89万 | 0.04% | 3,837 | 831 | 27.6% | $8.64万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.10万 | 0.04% | 799 | 3 | 0.4% | $1,505 | 加仓 |
| LRN | STRIDE INC | $40.14万 | 0.04% | 4,654 | 1,322 | 39.7% | $11.40万 | 加仓 |