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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $425.65万 | 0.48% | 7,123 | -685 | -8.8% | -$40.93万 | 减仓 |
| WM | WASTE MGMT INC DEL | $427.04万 | 0.48% | 18,584 | 357 | 2.0% | $8.20万 | 加仓 |
| ETN | EATON CORP PLC | $429.88万 | 0.48% | 12,019 | -2,750 | -18.6% | -$98.36万 | 减仓 |
| ABBV | ABBVIE INC | $448.14万 | 0.50% | 20,604 | -3,324 | -13.9% | -$72.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $454.02万 | 0.51% | 6,962 | 330 | 5.0% | $21.52万 | 加仓 |
| IAU | ISHARES GOLD TR | $461.98万 | 0.52% | 52,403 | 8,863 | 20.4% | $78.14万 | 加仓 |
| DVY | ISHARES TR | $472.10万 | 0.53% | 31,180 | -5,311 | -14.6% | -$80.41万 | 减仓 |
| MTUM | ISHARES TR | $480.75万 | 0.54% | 20,032 | 2,555 | 14.6% | $61.32万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $489.94万 | 0.55% | 106,974 | 64,643 | 152.7% | $296.06万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $496.08万 | 0.56% | 150,554 | 21,883 | 17.0% | $72.10万 | 加仓 |
| LOW | LOWES COS INC | $496.16万 | 0.56% | 20,999 | -3,558 | -14.5% | -$84.07万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $497.34万 | 0.56% | 351,976 | -8,018 | -2.2% | -$11.33万 | 减仓 |
| META | META PLATFORMS INC | $499.80万 | 0.56% | 8,735 | 1,715 | 24.4% | $98.13万 | 加仓 |
| GOOG | ALPHABET INC | $510.07万 | 0.57% | 17,781 | 6,625 | 59.4% | $190.04万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $527.02万 | 0.59% | 48,359 | -8,763 | -15.3% | -$95.50万 | 减仓 |
| APH | AMPHENOL CORP | $545.90万 | 0.61% | 43,119 | -7,895 | -15.5% | -$99.95万 | 减仓 |
| IVLU | ISHARES TR | $576.12万 | 0.65% | 145,191 | -2 | -0.0% | -$79 | 减仓 |
| LLY | ELI LILLY & CO | $602.63万 | 0.68% | 6,552 | 249 | 4.0% | $22.90万 | 加仓 |
| ET | ENERGY TRANSFER L P | $608.53万 | 0.68% | 315,299 | -2,379 | -0.7% | -$4.59万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $613.57万 | 0.69% | 181,208 | 113,660 | 168.3% | $384.85万 | 加仓 |
| GOOGL | ALPHABET INC | $615.50万 | 0.69% | 21,404 | 4,399 | 25.9% | $126.50万 | 加仓 |
| RTX | RTX CORPORATION | $661.92万 | 0.74% | 34,314 | -1,235 | -3.5% | -$23.82万 | 减仓 |
| MBB | ISHARES TR | $696.17万 | 0.78% | 73,320 | 56,679 | 340.6% | $538.17万 | 加仓 |
| IUSB | ISHARES TR | $703.46万 | 0.79% | 152,297 | 109,672 | 257.3% | $506.57万 | 加仓 |
| KLAC | KLA CORP | $705.58万 | 0.79% | 4,792 | -1,862 | -28.0% | -$274.16万 | 减仓 |
| IYW | ISHARES TR | $708.83万 | 0.80% | 39,071 | -3,292 | -7.8% | -$59.72万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $713.45万 | 0.80% | 48,663 | -1,440 | -2.9% | -$21.11万 | 减仓 |
| TFI | SPDR SERIES TRUST | $765.08万 | 0.86% | 168,742 | 93,463 | 124.2% | $423.76万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $858.22万 | 0.97% | 68,586 | 5,638 | 9.0% | $70.55万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $878.70万 | 0.99% | 151,032 | -28,762 | -16.0% | -$167.34万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $945.65万 | 1.06% | 189,547 | -12,933 | -6.4% | -$64.52万 | 减仓 |
| AMZN | AMAZON COM INC | $965.37万 | 1.09% | 46,352 | 9,200 | 24.8% | $191.61万 | 加仓 |
| AVGO | BROADCOM INC | $969.39万 | 1.09% | 31,320 | 1,280 | 4.3% | $39.62万 | 加仓 |
| EFG | ISHARES TR | $1,014.24万 | 1.14% | 91,069 | 30,450 | 50.2% | $339.12万 | 加仓 |
| ESGU | ISHARES TR | $1,035.28万 | 1.16% | 73,206 | -1,493 | -2.0% | -$21.11万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,044.91万 | 1.18% | 242,269 | 2,175 | 0.9% | $9.38万 | 加仓 |
| IVE | ISHARES TR | $1,047.49万 | 1.18% | 49,609 | -3,822 | -7.2% | -$80.70万 | 减仓 |
| USFR | WISDOMTREE TR | $1,067.10万 | 1.20% | 211,979 | 47,670 | 29.0% | $239.97万 | 加仓 |
| IEMG | ISHARES INC | $1,174.97万 | 1.32% | 168,454 | -8,175 | -4.6% | -$57.02万 | 减仓 |
| IVW | ISHARES TR | $1,279.29万 | 1.44% | 113,101 | -1,607 | -1.4% | -$18.18万 | 减仓 |
| OEF | ISHARES TR | $1,350.37万 | 1.52% | 42,455 | -20,337 | -32.4% | -$646.86万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,430.40万 | 1.61% | 142,769 | -31,818 | -18.2% | -$318.78万 | 减仓 |
| MUB | ISHARES TR | $1,452.81万 | 1.63% | 136,864 | 62,623 | 84.4% | $664.74万 | 加仓 |
| EFV | ISHARES TR | $1,732.40万 | 1.95% | 233,006 | -5,673 | -2.4% | -$42.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,733.84万 | 1.95% | 46,839 | 2,290 | 5.1% | $84.77万 | 加仓 |
| QUAL | ISHARES TR | $1,734.96万 | 1.95% | 90,452 | -522 | -0.6% | -$10.01万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $2,019.73万 | 2.27% | 488,803 | 308,221 | 170.7% | $1,273.57万 | 加仓 |
| AAPL | APPLE INC | $2,138.83万 | 2.41% | 84,275 | 7,391 | 9.6% | $187.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,144.47万 | 2.41% | 122,955 | 16,498 | 15.5% | $287.74万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,568.26万 | 2.89% | 36,809 | -2,105 | -5.4% | -$146.87万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $2,579.41万 | 2.90% | 287,913 | -11,308 | -3.8% | -$101.31万 | 减仓 |
| IVV | ISHARES TR | $5,279.66万 | 5.94% | 80,826 | 1,337 | 1.7% | $87.33万 | 加仓 |