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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $228.99万 | 0.26% | 11,671 | -3,630 | -23.7% | -$71.22万 | 减仓 |
| EMXC | ISHARES INC | $228.88万 | 0.26% | 29,098 | -1,437 | -4.7% | -$11.30万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $223.12万 | 0.25% | 117,430 | 7,680 | 7.0% | $14.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $216.09万 | 0.24% | 8,840 | 2,043 | 30.1% | $49.94万 | 加仓 |
| MCO | MOODYS CORP | $213.02万 | 0.24% | 4,883 | -844 | -14.7% | -$36.82万 | 减仓 |
| GTIP | GOLDMAN SACHS ETF TR | $212.47万 | 0.24% | 43,037 | 25,443 | 144.6% | $125.61万 | 加仓 |
| EMLC | VANECK ETF TRUST | $205.09万 | 0.23% | 81,675 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $204.67万 | 0.23% | 14,169 | 693 | 5.1% | $10.01万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $200.23万 | 0.23% | 41,731 | -9,672 | -18.8% | -$46.41万 | 减仓 |
| VHT | VANGUARD WORLD FD | $199.78万 | 0.22% | 7,336 | -1,751 | -19.3% | -$47.69万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $199.53万 | 0.22% | 26,765 | 627 | 2.4% | $4.67万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $197.53万 | 0.22% | 9,018 | -1,402 | -13.5% | -$30.71万 | 减仓 |
| USMV | ISHARES TR | $193.84万 | 0.22% | 20,901 | -1,926 | -8.4% | -$17.86万 | 减仓 |
| IWB | ISHARES TR | $187.66万 | 0.21% | 5,263 | 143 | 2.8% | $5.10万 | 加仓 |
| SBUX | STARBUCKS CORP | $182.68万 | 0.21% | 20,391 | 14,743 | 261.0% | $132.08万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $180.99万 | 0.20% | 8,659 | -11,642 | -57.3% | -$243.34万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $174.98万 | 0.20% | 79,462 | -1,178 | -1.5% | -$2.59万 | 减仓 |
| SUSL | ISHARES TR | $172.37万 | 0.19% | 15,173 | -88 | -0.6% | -$9,997 | 减仓 |
| IGM | ISHARES TR | $166.72万 | 0.19% | 14,068 | -17 | -0.1% | -$2,015 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $161.14万 | 0.18% | 14,735 | -3,536 | -19.4% | -$38.67万 | 减仓 |
| INTU | INTUIT | $160.33万 | 0.18% | 3,708 | -852 | -18.7% | -$36.84万 | 减仓 |
| IAGG | ISHARES TR | $160.07万 | 0.18% | 31,989 | 23,065 | 258.5% | $115.42万 | 加仓 |
| DHS | WISDOMTREE TR | $159.48万 | 0.18% | 14,602 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $157.65万 | 0.18% | 26,390 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $156.22万 | 0.18% | 2,205 | 1,046 | 90.3% | $74.10万 | 加仓 |
| HD | HOME DEPOT INC | $155.86万 | 0.18% | 4,739 | 615 | 14.9% | $20.23万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $147.82万 | 0.17% | 28,466 | 16,768 | 143.3% | $87.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $144.14万 | 0.16% | 1,703 | 517 | 43.6% | $43.76万 | 加仓 |
| IWF | ISHARES TR | $142.76万 | 0.16% | 3,348 | -366 | -9.9% | -$15.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $140.65万 | 0.16% | 4,151 | 2,581 | 164.4% | $87.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $139.01万 | 0.16% | 8,333 | 1,120 | 15.5% | $18.68万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $138.62万 | 0.16% | 29,048 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $138.51万 | 0.16% | 11,465 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $138.22万 | 0.16% | 27,672 | 14,980 | 118.0% | $74.83万 | 加仓 |
| IEFA | ISHARES TR | $136.37万 | 0.15% | 15,064 | -2,846 | -15.9% | -$25.76万 | 减仓 |
| VMC | VULCAN MATLS CO | $135.47万 | 0.15% | 4,975 | -2,129 | -30.0% | -$57.97万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $133.73万 | 0.15% | 14,398 | 1,268 | 9.7% | $11.78万 | 加仓 |
| IREN | IREN LIMITED | $129.39万 | 0.15% | 37,745 | 1,710 | 4.7% | $5.86万 | 加仓 |
| LII | LENNOX INTL INC | $127.62万 | 0.14% | 2,742 | 2,742 | — | $127.62万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $124.62万 | 0.14% | 25,242 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $122.63万 | 0.14% | 46,627 | 21,973 | 89.1% | $57.79万 | 加仓 |
| CVX | CHEVRON CORPORATION | $122.32万 | 0.14% | 5,912 | 4,129 | 231.6% | $85.43万 | 加仓 |
| IGEB | ISHARES TR | $121.50万 | 0.14% | 26,965 | -256 | -0.9% | -$1.15万 | 减仓 |
| URA | GLOBAL X FDS | $121.08万 | 0.14% | 25,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $120.85万 | 0.14% | 8,215 | 1,042 | 14.5% | $15.33万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $120.04万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $117.92万 | 0.13% | 46,980 | -3,000 | -6.0% | -$7.53万 | 减仓 |
| AMAT | APPLIED MATLS INC | $116.17万 | 0.13% | 3,399 | 274 | 8.8% | $9.37万 | 加仓 |
| AGG | ISHARES TR | $114.75万 | 0.13% | 11,559 | -3,923 | -25.3% | -$38.94万 | 减仓 |
| DE | DEERE & CO | $113.32万 | 0.13% | 2,006 | -2,034 | -50.3% | -$114.90万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $110.52万 | 0.12% | 18,015 | -7,558 | -29.6% | -$46.37万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $108.02万 | 0.12% | 5,461 | -590 | -9.8% | -$11.67万 | 减仓 |
| IEF | ISHARES TR | $105.92万 | 0.12% | 11,098 | 517 | 4.9% | $4.93万 | 加仓 |
| TFLO | ISHARES TR | $105.26万 | 0.12% | 20,791 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $105.14万 | 0.12% | 3,383 | 228 | 7.2% | $7.09万 | 加仓 |
| AMLP | ALPS ETF TR | $103.18万 | 0.12% | 19,601 | 1,065 | 5.7% | $5.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $102.49万 | 0.12% | 3,569 | -56 | -1.5% | -$1.61万 | 减仓 |
| HLNE | HAMILTON LANE INC | $100.14万 | 0.11% | 10,020 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $98.56万 | 0.11% | 10,487 | 1,388 | 15.3% | $13.05万 | 加仓 |
| CPNG | COUPANG INC | $97.47万 | 0.11% | 51,626 | -1,450 | -2.7% | -$2.74万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $97.05万 | 0.11% | 5,056 | -2,534 | -33.4% | -$48.64万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $95.91万 | 0.11% | 13,195 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $95.86万 | 0.11% | 15,805 | 3,204 | 25.4% | $19.43万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $94.99万 | 0.11% | 4,059 | -386 | -8.7% | -$9.03万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $91.70万 | 0.10% | 2,713 | 842 | 45.0% | $28.46万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $91.64万 | 0.10% | 11,178 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $90.25万 | 0.10% | 2,216 | -253 | -10.2% | -$10.30万 | 减仓 |
| FSLR | FIRST SOLAR INC | $89.04万 | 0.10% | 4,514 | -500 | -10.0% | -$9.86万 | 减仓 |
| OIH | VANECK ETF TRUST | $88.93万 | 0.10% | 2,200 | -300 | -12.0% | -$12.13万 | 减仓 |
| SHV | ISHARES TR | $88.40万 | 0.10% | 8,008 | -19,285 | -70.7% | -$212.89万 | 减仓 |
| DHI | D R HORTON INC | $88.12万 | 0.10% | 6,422 | 222 | 3.6% | $3.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $87.68万 | 0.10% | 14,040 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $85.87万 | 0.10% | 9,000 | 1,000 | 12.5% | $9.54万 | 加仓 |
| AMGN | AMGEN INC | $85.53万 | 0.10% | 2,431 | 545 | 28.9% | $19.18万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $85.29万 | 0.10% | 3,938 | -11,530 | -74.5% | -$249.72万 | 减仓 |
| CSCO | CISCO SYS INC | $85.25万 | 0.10% | 10,986 | 2,317 | 26.7% | $17.98万 | 加仓 |
| CME | CME GROUP INC | $85.15万 | 0.10% | 2,883 | 750 | 35.2% | $22.15万 | 加仓 |
| UNP | UNION PAC CORP | $83.61万 | 0.09% | 3,446 | 425 | 14.1% | $10.31万 | 加仓 |
| STIP | ISHARES TR | $83.37万 | 0.09% | 8,061 | 5,765 | 251.1% | $59.63万 | 加仓 |
| SYSB | ISHARES TR | $81.78万 | 0.09% | 9,189 | 9,189 | — | $81.78万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $76.66万 | 0.09% | 3,803 | -450 | -10.6% | -$9.07万 | 减仓 |
| SUB | ISHARES TR | $75.81万 | 0.09% | 7,118 | -2,852 | -28.6% | -$30.37万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.76万 | 0.08% | 5,111 | 2,198 | 75.5% | $32.15万 | 加仓 |
| FIX | COMFORT SYS USA INC | $74.60万 | 0.08% | 541 | -11 | -2.0% | -$1.52万 | 减仓 |
| CMI | CUMMINS INC | $73.82万 | 0.08% | 1,372 | 407 | 42.2% | $21.90万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $73.04万 | 0.08% | 7,114 | -23,375 | -76.7% | -$239.99万 | 减仓 |
| TLT | ISHARES TR | $71.92万 | 0.08% | 8,296 | -3,542 | -29.9% | -$30.71万 | 减仓 |
| SO | SOUTHERN CO | $71.41万 | 0.08% | 7,398 | 1,396 | 23.3% | $13.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.38万 | 0.08% | 3,509 | -226 | -6.1% | -$4.60万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.87万 | 0.08% | 1,156 | -18 | -1.5% | -$1.09万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $68.86万 | 0.08% | 1,434 | 120 | 9.1% | $5.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.79万 | 0.08% | 2,542 | -1,397 | -35.5% | -$37.81万 | 减仓 |
| SPGI | S&P GLOBAL INC | $67.88万 | 0.08% | 1,596 | -1,091 | -40.6% | -$46.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.10万 | 0.07% | 2,727 | 1,082 | 65.8% | $26.23万 | 加仓 |
| BAC | BANK AMERICA CORP | $65.48万 | 0.07% | 13,431 | -420 | -3.0% | -$2.05万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $65.15万 | 0.07% | 3,046 | 1,761 | 137.0% | $37.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $64.16万 | 0.07% | 2,449 | -57 | -2.3% | -$1.49万 | 减仓 |
| ITA | ISHARES TR | $64.03万 | 0.07% | 2,927 | -9,699 | -76.8% | -$212.17万 | 减仓 |
| RMBS | RAMBUS INC DEL | $64.00万 | 0.07% | 7,439 | -341 | -4.4% | -$2.93万 | 减仓 |
| — | HONEYWELL INTL INC | $63.54万 | 0.07% | 2,811 | 665 | 31.0% | $15.03万 | 加仓 |