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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $40.19万 | 0.04% | 3,633 | 1,486 | 69.2% | $16.44万 | 加仓 |
| BCO | BRINKS CO | $40.49万 | 0.04% | 4,285 | 1,127 | 35.7% | $10.65万 | 加仓 |
| GRNY | TIDAL TRUST I | $40.52万 | 0.04% | 14,656 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $41.00万 | 0.04% | 4,227 | 1,461 | 52.8% | $14.17万 | 加仓 |
| NET | CLOUDFLARE INC | $41.08万 | 0.04% | 1,675 | 1,675 | — | $41.08万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $41.77万 | 0.04% | 3,306 | -879 | -21.0% | -$11.11万 | 减仓 |
| SAN | BANCO SANTANDER SA | $42.04万 | 0.04% | 30,465 | 12,777 | 72.2% | $17.63万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $42.37万 | 0.04% | 5,086 | 1,579 | 45.0% | $13.16万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $42.61万 | 0.04% | 16,478 | 7,028 | 74.4% | $18.17万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $42.77万 | 0.04% | 1,147 | 71 | 6.6% | $2.65万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $42.84万 | 0.04% | 8,961 | 2 | 0.0% | $96 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $42.86万 | 0.04% | 1,867 | -2,071 | -52.6% | -$47.54万 | 减仓 |
| WAB | WABTEC | $42.87万 | 0.04% | 1,590 | 423 | 36.2% | $11.40万 | 加仓 |
| EWY | ISHARES INC | $43.17万 | 0.04% | 2,138 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $43.22万 | 0.04% | 17,946 | 4,538 | 33.8% | $10.93万 | 加仓 |
| PSX | PHILLIPS 66 | $43.23万 | 0.04% | 2,557 | 381 | 17.5% | $6.44万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $43.26万 | 0.04% | 7,116 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $43.29万 | 0.04% | 850 | -54 | -6.0% | -$2.75万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $43.60万 | 0.04% | 3,393 | 3,393 | — | $43.60万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $43.60万 | 0.04% | 2,428 | 558 | 29.8% | $10.02万 | 加仓 |
| MO | ALTRIA GROUP INC | $43.70万 | 0.04% | 5,982 | 1,916 | 47.1% | $14.00万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $43.84万 | 0.04% | 8,792 | 8,792 | — | $43.84万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $43.91万 | 0.04% | 8,458 | -1,152 | -12.0% | -$5.98万 | 减仓 |
| ICVT | ISHARES TR | $44.00万 | 0.04% | 3,614 | -1,178 | -24.6% | -$14.34万 | 减仓 |
| SOXX | ISHARES TR | $44.21万 | 0.04% | 690 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $44.51万 | 0.04% | 10,899 | -1,781 | -14.0% | -$7.27万 | 减仓 |
| T | AT&T INC | $45.02万 | 0.04% | 21,749 | 8,042 | 58.7% | $16.65万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $45.32万 | 0.04% | 3,808 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $45.38万 | 0.04% | 10,718 | 1,849 | 20.8% | $7.83万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $45.43万 | 0.04% | 5,646 | 5,646 | — | $45.43万 | 新建仓 |
| PATH | UIPATH INC | $45.65万 | 0.04% | 42,000 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $45.71万 | 0.04% | 5,061 | -312 | -5.8% | -$2.82万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $45.83万 | 0.04% | 6,571 | 6,571 | — | $45.83万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $45.98万 | 0.04% | 1,199 | -397 | -24.9% | -$15.22万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $47.71万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $48.38万 | 0.05% | 13,600 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $48.84万 | 0.05% | 1,912 | 1,912 | — | $48.84万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $49.15万 | 0.05% | 1,387 | 1,387 | — | $49.15万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $49.80万 | 0.05% | 33,333 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $50.19万 | 0.05% | 6,955 | 1,497 | 27.4% | $10.80万 | 加仓 |
| ITA | ISHARES TR | $50.52万 | 0.05% | 2,084 | -843 | -28.8% | -$20.44万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $50.69万 | 0.05% | 1,386 | 0 | 0.0% | — | 不变 |
| — | SPOK HLDGS INC | $51.20万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $51.40万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $52.18万 | 0.05% | 5,487 | 1,759 | 47.2% | $16.73万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $52.30万 | 0.05% | 6,183 | 1,834 | 42.2% | $15.51万 | 加仓 |
| CVSA | COVISTA INC | $52.41万 | 0.05% | 4,204 | 1,049 | 33.2% | $13.08万 | 加仓 |
| UBS | UBS GROUP AG | $52.45万 | 0.05% | 10,584 | 1,812 | 20.7% | $8.98万 | 加仓 |
| IWN | ISHARES TR | $52.62万 | 0.05% | 2,379 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $52.75万 | 0.05% | 2,324 | 537 | 30.1% | $12.19万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $52.92万 | 0.05% | 1,945 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $53.29万 | 0.05% | 4,442 | -361 | -7.5% | -$4.33万 | 减仓 |
| NMIH | NMI HLDGS INC | $53.79万 | 0.05% | 13,091 | -471 | -3.5% | -$1.94万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $53.82万 | 0.05% | 2,385 | -360 | -13.1% | -$8.12万 | 减仓 |
| LIN | LINDE PLC | $53.92万 | 0.05% | 1,039 | 286 | 38.0% | $14.84万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $54.12万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $54.23万 | 0.05% | 4,853 | 2,001 | 70.2% | $22.36万 | 加仓 |
| DY | DYCOM INDS INC | $54.60万 | 0.05% | 1,080 | 280 | 35.0% | $14.16万 | 加仓 |
| FN | FABRINET | $54.80万 | 0.05% | 975 | 281 | 40.5% | $15.79万 | 加仓 |
| INOD | INNODATA INC | $54.95万 | 0.05% | 7,271 | -3,764 | -34.1% | -$28.45万 | 减仓 |
| CTRE | CARETRUST REIT INC | $55.39万 | 0.05% | 13,658 | -1,715 | -11.2% | -$6.95万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $55.70万 | 0.05% | 21,648 | 6,251 | 40.6% | $16.08万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $55.81万 | 0.05% | 3,285 | 903 | 37.9% | $15.34万 | 加仓 |
| MOD | MODINE MFG CO | $56.05万 | 0.05% | 2,099 | 376 | 21.8% | $10.04万 | 加仓 |
| MDT | MEDTRONIC PLC | $56.08万 | 0.05% | 7,103 | 2,591 | 57.4% | $20.46万 | 加仓 |
| WULF | TERAWULF INC | $56.32万 | 0.06% | 22,800 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $56.37万 | 0.06% | 9,000 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $56.64万 | 0.06% | 12,492 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $56.71万 | 0.06% | 14,227 | 3,633 | 34.3% | $14.48万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $56.94万 | 0.06% | 1,606 | 268 | 20.0% | $9.50万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $57.20万 | 0.06% | 1,708 | 367 | 27.4% | $12.29万 | 加仓 |
| SLB | SLB LIMITED | $57.53万 | 0.06% | 12,326 | 5,978 | 94.2% | $27.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.85万 | 0.06% | 6,907 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $58.19万 | 0.06% | 4,884 | -173 | -3.4% | -$2.06万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $58.28万 | 0.06% | 3,635 | -168 | -4.4% | -$2.69万 | 减仓 |
| CME | CME GROUP INC | $58.32万 | 0.06% | 2,641 | -242 | -8.4% | -$5.34万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $58.79万 | 0.06% | 1,154 | -2 | -0.2% | -$1,019 | 减仓 |
| FSLR | FIRST SOLAR INC | $58.99万 | 0.06% | 2,500 | -2,014 | -44.6% | -$47.52万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $59.04万 | 0.06% | 9,802 | 870 | 9.7% | $5.24万 | 加仓 |
| FIX | COMFORT SYS USA INC | $59.06万 | 0.06% | 298 | -243 | -44.9% | -$48.16万 | 减仓 |
| NOW | SERVICENOW INC | $59.50万 | 0.06% | 5,993 | 2,439 | 68.6% | $24.21万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $59.55万 | 0.06% | 2,246 | -318 | -12.4% | -$8.43万 | 减仓 |
| ALL | ALLSTATE CORP | $59.79万 | 0.06% | 2,504 | 2,504 | — | $59.79万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $60.08万 | 0.06% | 2,307 | 247 | 12.0% | $6.43万 | 加仓 |
| AX | AXOS FINANCIAL INC | $60.24万 | 0.06% | 6,185 | -324 | -5.0% | -$3.16万 | 减仓 |
| AAON | AAON INC | $60.39万 | 0.06% | 4,760 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $60.78万 | 0.06% | 4,809 | -441 | -8.4% | -$5.57万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $61.64万 | 0.06% | 1,932 | 818 | 73.4% | $26.10万 | 加仓 |
| NVS | NOVARTIS AG | $61.90万 | 0.06% | 3,950 | 1,232 | 45.3% | $19.31万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $62.36万 | 0.06% | 27,828 | 15,793 | 131.2% | $35.39万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $63.34万 | 0.06% | 6,724 | 6,724 | — | $63.34万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $63.50万 | 0.06% | 1,199 | -235 | -16.4% | -$12.45万 | 减仓 |
| IFRA | ISHARES TR | $64.70万 | 0.06% | 10,264 | -25 | -0.2% | -$1,576 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $65.30万 | 0.06% | 1,978 | 892 | 82.1% | $29.45万 | 加仓 |
| DOV | DOVER CORP | $66.07万 | 0.06% | 2,946 | 382 | 14.9% | $8.57万 | 加仓 |
| CPNG | COUPANG INC | $66.09万 | 0.06% | 38,046 | -13,580 | -26.3% | -$23.59万 | 减仓 |
| GE | GE AEROSPACE | $66.41万 | 0.06% | 1,777 | -217 | -10.9% | -$8.11万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $66.60万 | 0.07% | 1,953 | 641 | 48.9% | $21.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.24万 | 0.07% | 5,763 | 652 | 12.8% | $7.61万 | 加仓 |
| TJX | TJX COS INC NEW | $69.05万 | 0.07% | 4,557 | 1,761 | 63.0% | $26.68万 | 加仓 |