Keebeck Wealth Management
Chicago IL · SEC CIK 0001803675
$8.89亿2026Q1 申报市值
426持仓数
26.3%前十大占比 · 第一大 5.9%
81 / 24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
GCOR 加仓+$1,273.57万
MUB 加仓+$664.74万
MBB 加仓+$538.17万
IUSB 加仓+$506.57万
TFI 加仓+$423.76万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$646.86万
COIN 减仓-$320.44万
GBIL 减仓-$318.78万
KLAC 减仓-$274.16万
AJG 减仓-$249.72万
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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $41.52万 | 0.05% | 2,718 | 2,718 | — | $41.52万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $41.89万 | 0.05% | 1,386 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $42.62万 | 0.05% | 11,035 | 564 | 5.4% | $2.18万 | 加仓 |
| MMSI | MERIT MED SYS INC | $43.44万 | 0.05% | 6,302 | 957 | 17.9% | $6.60万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $43.90万 | 0.05% | 33,333 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $44.52万 | 0.05% | 8,869 | 8,869 | — | $44.52万 | 新建仓 |
| TJX | TJX COS INC NEW | $44.66万 | 0.05% | 2,796 | 889 | 46.6% | $14.20万 | 加仓 |
| HQY | HEALTHEQUITY INC | $44.90万 | 0.05% | 5,373 | 627 | 13.2% | $5.24万 | 加仓 |
| IWN | ISHARES TR | $45.10万 | 0.05% | 2,379 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $45.18万 | 0.05% | 13,600 | 13,600 | — | $45.18万 | 新建仓 |
| MSTR | STRATEGY INC | $45.69万 | 0.05% | 3,661 | -1,566 | -30.0% | -$19.54万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $46.42万 | 0.05% | 8,932 | -1,601 | -15.2% | -$8.32万 | 减仓 |
| PATH | UIPATH INC | $46.62万 | 0.05% | 42,000 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $47.73万 | 0.05% | 26,026 | -3,000 | -10.3% | -$5.50万 | 减仓 |
| INTC | INTEL CORP | $48.31万 | 0.05% | 10,948 | 5,457 | 99.4% | $24.08万 | 加仓 |
| ICVT | ISHARES TR | $48.78万 | 0.05% | 4,792 | 2,497 | 108.8% | $25.42万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $49.64万 | 0.06% | 2,564 | 43 | 1.7% | $8,325 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $49.81万 | 0.06% | 9,610 | 9,610 | — | $49.81万 | 新建仓 |
| NMIH | NMI HLDGS INC | $50.87万 | 0.06% | 13,562 | 1,518 | 12.6% | $5.69万 | 加仓 |
| VLO | VALERO ENERGY CORP | $50.90万 | 0.06% | 2,060 | 388 | 23.2% | $9.59万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.94万 | 0.06% | 1,945 | -390 | -16.7% | -$10.21万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $51.03万 | 0.06% | 1,687 | 71 | 4.4% | $2.15万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $51.44万 | 0.06% | 5,175 | 572 | 12.4% | $5.69万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $51.81万 | 0.06% | 4,064 | 313 | 8.3% | $3.99万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $51.88万 | 0.06% | 6,907 | -695 | -9.1% | -$5.22万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $53.10万 | 0.06% | 3,710 | 125 | 3.5% | $1.79万 | 加仓 |
| DOV | DOVER CORP | $53.45万 | 0.06% | 2,564 | 756 | 41.8% | $15.76万 | 加仓 |
| C | CITIGROUP INC | $54.16万 | 0.06% | 4,776 | 2,331 | 95.3% | $26.44万 | 加仓 |
| — | SPOK HLDGS INC | $54.50万 | 0.06% | 50,000 | 10,000 | 25.0% | $10.90万 | 加仓 |
| BDC | BELDEN INC | $55.18万 | 0.06% | 4,803 | 438 | 10.0% | $5.03万 | 加仓 |
| AX | AXOS FINANCIAL INC | $55.39万 | 0.06% | 6,509 | 624 | 10.6% | $5.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $56.04万 | 0.06% | 1,746 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $56.23万 | 0.06% | 2,745 | 1,126 | 69.5% | $23.07万 | 加仓 |
| URI | UNITED RENTALS INC | $56.32万 | 0.06% | 773 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $56.34万 | 0.06% | 15,373 | 1,690 | 12.4% | $6.19万 | 加仓 |
| GE | GE AEROSPACE | $56.65万 | 0.06% | 1,994 | 1,203 | 152.1% | $34.18万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.05万 | 0.06% | 1,653 | 254 | 18.2% | $8.77万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $57.33万 | 0.06% | 12,492 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $57.72万 | 0.06% | 6,149 | 540 | 9.6% | $5.07万 | 加仓 |
| QCOM | QUALCOMM INC | $57.74万 | 0.06% | 4,483 | 258 | 6.1% | $3.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $58.33万 | 0.07% | 4,185 | 893 | 27.1% | $12.45万 | 加仓 |
| IFRA | ISHARES TR | $58.85万 | 0.07% | 10,289 | -1,041 | -9.2% | -$5.95万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $60.49万 | 0.07% | 47,000 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $60.96万 | 0.07% | 5,057 | 62 | 1.2% | $7,474 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $61.10万 | 0.07% | 2,936 | 598 | 25.6% | $12.44万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.67万 | 0.07% | 904 | 137 | 17.9% | $9.35万 | 加仓 |
| KO | COCA COLA CO | $61.75万 | 0.07% | 8,054 | 705 | 9.6% | $5.41万 | 加仓 |
| PHM | PULTE GROUP INC | $62.30万 | 0.07% | 5,285 | 429 | 8.8% | $5.06万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $62.34万 | 0.07% | 25,176 | 2,149 | 9.3% | $5.32万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $62.73万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $62.74万 | 0.07% | 5,250 | 499 | 10.5% | $5.96万 | 加仓 |
| ZTS | ZOETIS INC | $63.02万 | 0.07% | 5,331 | -1,076 | -16.8% | -$12.72万 | 减仓 |
| — | HONEYWELL INTL INC | $63.54万 | 0.07% | 2,811 | 665 | 31.0% | $15.03万 | 加仓 |
| RMBS | RAMBUS INC DEL | $64.00万 | 0.07% | 7,439 | -341 | -4.4% | -$2.93万 | 减仓 |
| ITA | ISHARES TR | $64.03万 | 0.07% | 2,927 | -9,699 | -76.8% | -$212.17万 | 减仓 |
| VB | VANGUARD INDEX FDS | $64.16万 | 0.07% | 2,449 | -57 | -2.3% | -$1.49万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $65.15万 | 0.07% | 3,046 | 1,761 | 137.0% | $37.66万 | 加仓 |
| BAC | BANK AMERICA CORP | $65.48万 | 0.07% | 13,431 | -420 | -3.0% | -$2.05万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.10万 | 0.07% | 2,727 | 1,082 | 65.8% | $26.23万 | 加仓 |
| SPGI | S&P GLOBAL INC | $67.88万 | 0.08% | 1,596 | -1,091 | -40.6% | -$46.40万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.79万 | 0.08% | 2,542 | -1,397 | -35.5% | -$37.81万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $68.86万 | 0.08% | 1,434 | 120 | 9.1% | $5.76万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.87万 | 0.08% | 1,156 | -18 | -1.5% | -$1.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.38万 | 0.08% | 3,509 | -226 | -6.1% | -$4.60万 | 减仓 |
| SO | SOUTHERN CO | $71.41万 | 0.08% | 7,398 | 1,396 | 23.3% | $13.47万 | 加仓 |
| TLT | ISHARES TR | $71.92万 | 0.08% | 8,296 | -3,542 | -29.9% | -$30.71万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $73.04万 | 0.08% | 7,114 | -23,375 | -76.7% | -$239.99万 | 减仓 |
| CMI | CUMMINS INC | $73.82万 | 0.08% | 1,372 | 407 | 42.2% | $21.90万 | 加仓 |
| FIX | COMFORT SYS USA INC | $74.60万 | 0.08% | 541 | -11 | -2.0% | -$1.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.76万 | 0.08% | 5,111 | 2,198 | 75.5% | $32.15万 | 加仓 |
| SUB | ISHARES TR | $75.81万 | 0.09% | 7,118 | -2,852 | -28.6% | -$30.37万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $76.66万 | 0.09% | 3,803 | -450 | -10.6% | -$9.07万 | 减仓 |
| SYSB | ISHARES TR | $81.78万 | 0.09% | 9,189 | 9,189 | — | $81.78万 | 新建仓 |
| STIP | ISHARES TR | $83.37万 | 0.09% | 8,061 | 5,765 | 251.1% | $59.63万 | 加仓 |
| UNP | UNION PAC CORP | $83.61万 | 0.09% | 3,446 | 425 | 14.1% | $10.31万 | 加仓 |
| CME | CME GROUP INC | $85.15万 | 0.10% | 2,883 | 750 | 35.2% | $22.15万 | 加仓 |
| CSCO | CISCO SYS INC | $85.25万 | 0.10% | 10,986 | 2,317 | 26.7% | $17.98万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $85.29万 | 0.10% | 3,938 | -11,530 | -74.5% | -$249.72万 | 减仓 |
| AMGN | AMGEN INC | $85.53万 | 0.10% | 2,431 | 545 | 28.9% | $19.18万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $85.87万 | 0.10% | 9,000 | 1,000 | 12.5% | $9.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $87.68万 | 0.10% | 14,040 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $88.12万 | 0.10% | 6,422 | 222 | 3.6% | $3.05万 | 加仓 |
| SHV | ISHARES TR | $88.40万 | 0.10% | 8,008 | -19,285 | -70.7% | -$212.89万 | 减仓 |
| OIH | VANECK ETF TRUST | $88.93万 | 0.10% | 2,200 | -300 | -12.0% | -$12.13万 | 减仓 |
| FSLR | FIRST SOLAR INC | $89.04万 | 0.10% | 4,514 | -500 | -10.0% | -$9.86万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $90.25万 | 0.10% | 2,216 | -253 | -10.2% | -$10.30万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $91.64万 | 0.10% | 11,178 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $91.70万 | 0.10% | 2,713 | 842 | 45.0% | $28.46万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $94.99万 | 0.11% | 4,059 | -386 | -8.7% | -$9.03万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $95.86万 | 0.11% | 15,805 | 3,204 | 25.4% | $19.43万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $95.91万 | 0.11% | 13,195 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $97.05万 | 0.11% | 5,056 | -2,534 | -33.4% | -$48.64万 | 减仓 |
| CPNG | COUPANG INC | $97.47万 | 0.11% | 51,626 | -1,450 | -2.7% | -$2.74万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $98.56万 | 0.11% | 10,487 | 1,388 | 15.3% | $13.05万 | 加仓 |
| HLNE | HAMILTON LANE INC | $100.14万 | 0.11% | 10,020 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $102.49万 | 0.12% | 3,569 | -56 | -1.5% | -$1.61万 | 减仓 |
| AMLP | ALPS ETF TR | $103.18万 | 0.12% | 19,601 | 1,065 | 5.7% | $5.61万 | 加仓 |
| MCD | MCDONALDS CORP | $105.14万 | 0.12% | 3,383 | 228 | 7.2% | $7.09万 | 加仓 |
| TFLO | ISHARES TR | $105.26万 | 0.12% | 20,791 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $105.92万 | 0.12% | 11,098 | 517 | 4.9% | $4.93万 | 加仓 |