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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $63.02万 | 0.07% | 5,331 | -1,076 | -16.8% | -$12.72万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $62.74万 | 0.07% | 5,250 | 499 | 10.5% | $5.96万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $62.73万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $62.34万 | 0.07% | 25,176 | 2,149 | 9.3% | $5.32万 | 加仓 |
| PHM | PULTE GROUP INC | $62.30万 | 0.07% | 5,285 | 429 | 8.8% | $5.06万 | 加仓 |
| KO | COCA COLA CO | $61.75万 | 0.07% | 8,054 | 705 | 9.6% | $5.41万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.67万 | 0.07% | 904 | 137 | 17.9% | $9.35万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $61.10万 | 0.07% | 2,936 | 598 | 25.6% | $12.44万 | 加仓 |
| NXT | NEXTPOWER INC | $60.96万 | 0.07% | 5,057 | 62 | 1.2% | $7,474 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $60.49万 | 0.07% | 47,000 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $58.85万 | 0.07% | 10,289 | -1,041 | -9.2% | -$5.95万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $58.33万 | 0.07% | 4,185 | 893 | 27.1% | $12.45万 | 加仓 |
| QCOM | QUALCOMM INC | $57.74万 | 0.06% | 4,483 | 258 | 6.1% | $3.32万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $57.72万 | 0.06% | 6,149 | 540 | 9.6% | $5.07万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $57.33万 | 0.06% | 12,492 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.05万 | 0.06% | 1,653 | 254 | 18.2% | $8.77万 | 加仓 |
| GE | GE AEROSPACE | $56.65万 | 0.06% | 1,994 | 1,203 | 152.1% | $34.18万 | 加仓 |
| CTRE | CARETRUST REIT INC | $56.34万 | 0.06% | 15,373 | 1,690 | 12.4% | $6.19万 | 加仓 |
| URI | UNITED RENTALS INC | $56.32万 | 0.06% | 773 | 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 |
| VTI | VANGUARD INDEX FDS | $56.04万 | 0.06% | 1,746 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $55.39万 | 0.06% | 6,509 | 624 | 10.6% | $5.31万 | 加仓 |
| BDC | BELDEN INC | $55.18万 | 0.06% | 4,803 | 438 | 10.0% | $5.03万 | 加仓 |
| — | SPOK HLDGS INC | $54.50万 | 0.06% | 50,000 | 10,000 | 25.0% | $10.90万 | 加仓 |
| C | CITIGROUP INC | $54.16万 | 0.06% | 4,776 | 2,331 | 95.3% | $26.44万 | 加仓 |
| DOV | DOVER CORP | $53.45万 | 0.06% | 2,564 | 756 | 41.8% | $15.76万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $53.10万 | 0.06% | 3,710 | 125 | 3.5% | $1.79万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $51.88万 | 0.06% | 6,907 | -695 | -9.1% | -$5.22万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $51.81万 | 0.06% | 4,064 | 313 | 8.3% | $3.99万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $51.44万 | 0.06% | 5,175 | 572 | 12.4% | $5.69万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $51.03万 | 0.06% | 1,687 | 71 | 4.4% | $2.15万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.94万 | 0.06% | 1,945 | -390 | -16.7% | -$10.21万 | 减仓 |
| VLO | VALERO ENERGY CORP | $50.90万 | 0.06% | 2,060 | 388 | 23.2% | $9.59万 | 加仓 |
| NMIH | NMI HLDGS INC | $50.87万 | 0.06% | 13,562 | 1,518 | 12.6% | $5.69万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $49.81万 | 0.06% | 9,610 | 9,610 | — | $49.81万 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC | $49.64万 | 0.06% | 2,564 | 43 | 1.7% | $8,325 | 加仓 |
| ICVT | ISHARES TR | $48.78万 | 0.05% | 4,792 | 2,497 | 108.8% | $25.42万 | 加仓 |
| INTC | INTEL CORP | $48.31万 | 0.05% | 10,948 | 5,457 | 99.4% | $24.08万 | 加仓 |
| PINS | PINTEREST INC | $47.73万 | 0.05% | 26,026 | -3,000 | -10.3% | -$5.50万 | 减仓 |
| PATH | UIPATH INC | $46.62万 | 0.05% | 42,000 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $46.42万 | 0.05% | 8,932 | -1,601 | -15.2% | -$8.32万 | 减仓 |
| MSTR | STRATEGY INC | $45.69万 | 0.05% | 3,661 | -1,566 | -30.0% | -$19.54万 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $45.18万 | 0.05% | 13,600 | 13,600 | — | $45.18万 | 新建仓 |
| IWN | ISHARES TR | $45.10万 | 0.05% | 2,379 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $44.90万 | 0.05% | 5,373 | 627 | 13.2% | $5.24万 | 加仓 |
| TJX | TJX COS INC NEW | $44.66万 | 0.05% | 2,796 | 889 | 46.6% | $14.20万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.52万 | 0.05% | 8,869 | 8,869 | — | $44.52万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $43.90万 | 0.05% | 33,333 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $43.44万 | 0.05% | 6,302 | 957 | 17.9% | $6.60万 | 加仓 |
| INOD | INNODATA INC | $42.62万 | 0.05% | 11,035 | 564 | 5.4% | $2.18万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $41.89万 | 0.05% | 1,386 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $41.52万 | 0.05% | 2,718 | 2,718 | — | $41.52万 | 新建仓 |
| FLOT | ISHARES TR | $41.00万 | 0.05% | 8,047 | -329 | -3.9% | -$1.68万 | 减仓 |
| IMAX | IMAX CORP | $40.27万 | 0.05% | 10,594 | 10,594 | — | $40.27万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $40.26万 | 0.05% | 7,116 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $40.08万 | 0.05% | 1,226 | 1,226 | — | $40.08万 | 新建仓 |
| AIR | AAR CORP | $40.01万 | 0.05% | 3,655 | 3,655 | — | $40.01万 | 新建仓 |
| MS | MORGAN STANLEY | $39.94万 | 0.04% | 2,427 | 354 | 17.1% | $5.83万 | 加仓 |
| — | TOPBUILD COR | $39.80万 | 0.04% | 1,133 | -52 | -4.4% | -$1.83万 | 减仓 |
| T | AT&T INC | $39.74万 | 0.04% | 13,707 | 1,727 | 14.4% | $5.01万 | 加仓 |
| COP | CONOCOPHILLIPS | $39.68万 | 0.04% | 3,006 | 3,006 | — | $39.68万 | 新建仓 |
| PSX | PHILLIPS 66 | $39.64万 | 0.04% | 2,176 | 639 | 41.6% | $11.64万 | 重新持有 |
| MDT | MEDTRONIC PLC | $39.42万 | 0.04% | 4,512 | 489 | 12.2% | $4.27万 | 加仓 |
| AAON | AAON INC | $39.39万 | 0.04% | 4,760 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $39.26万 | 0.04% | 5,458 | 127 | 2.4% | $9,135 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.16万 | 0.04% | 796 | -104 | -11.6% | -$5.12万 | 减仓 |
| QLTA | ISHARES TR | $38.66万 | 0.04% | 8,123 | 8,123 | — | $38.66万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $38.44万 | 0.04% | 1,706 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $38.43万 | 0.04% | 19,788 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $38.40万 | 0.04% | 806 | 111 | 16.0% | $5.29万 | 加仓 |
| PFE | PFIZER INC | $37.65万 | 0.04% | 13,408 | 4,445 | 49.6% | $12.48万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $37.52万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $37.34万 | 0.04% | 1,723 | -480 | -21.8% | -$10.40万 | 减仓 |
| LIN | LINDE PLC | $37.33万 | 0.04% | 753 | 753 | — | $37.33万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $37.29万 | 0.04% | 3,808 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $37.16万 | 0.04% | 3,554 | -986 | -21.7% | -$10.31万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $36.97万 | 0.04% | 3,948 | 350 | 9.7% | $3.28万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $36.45万 | 0.04% | 12,697 | -2,151 | -14.5% | -$6.18万 | 减仓 |
| IWD | ISHARES TR | $36.39万 | 0.04% | 1,703 | 363 | 27.1% | $7.76万 | 加仓 |
| CVSA | COVISTA INC | $36.36万 | 0.04% | 3,155 | 527 | 20.1% | $6.07万 | 加仓 |
| FN | FABRINET | $36.19万 | 0.04% | 694 | 694 | — | $36.19万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $35.58万 | 0.04% | 14,759 | 1,752 | 13.5% | $4.22万 | 加仓 |
| WELL | WELLTOWER INC | $35.33万 | 0.04% | 1,787 | 600 | 50.5% | $11.86万 | 加仓 |
| HEFA | ISHARES TR | $35.12万 | 0.04% | 8,264 | -581 | -6.6% | -$2.47万 | 减仓 |
| GRNY | TIDAL TRUST I | $34.98万 | 0.04% | 14,656 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $34.98万 | 0.04% | 1,614 | 1,614 | — | $34.98万 | 新建仓 |
| IEI | ISHARES TR | $34.98万 | 0.04% | 2,949 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $34.92万 | 0.04% | 473 | -3 | -0.6% | -$2,215 | 减仓 |
| ASML | ASML HLDG NV | $34.74万 | 0.04% | 263 | 263 | — | $34.74万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $34.72万 | 0.04% | 1,076 | 1,076 | — | $34.72万 | 新建仓 |
| UBS | UBS GROUP AG | $34.27万 | 0.04% | 8,772 | 2,540 | 40.8% | $9.92万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $34.16万 | 0.04% | 12,680 | 2,075 | 19.6% | $5.59万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $34.02万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $33.89万 | 0.04% | 1,253 | 1,253 | — | $33.89万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.89万 | 0.04% | 730 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $33.88万 | 0.04% | 7,421 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $33.87万 | 0.04% | 2,287 | 17 | 0.7% | $2,518 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $33.70万 | 0.04% | 1,870 | 379 | 25.4% | $6.83万 | 加仓 |
| CG | CARLYLE GROUP INC | $33.66万 | 0.04% | 6,955 | -102 | -1.4% | -$4,936 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $33.61万 | 0.04% | 1,341 | -118 | -8.1% | -$2.96万 | 减仓 |