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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $20.65万 | 0.02% | 1,575 | 1,575 | — | $20.65万 | 新建仓 |
| DEO | DIAGEO PLC | $20.49万 | 0.02% | 2,752 | 2,752 | — | $20.49万 | 新建仓 |
| IBB | ISHARES TR | $20.38万 | 0.02% | 1,207 | -1,575 | -56.6% | -$26.59万 | 减仓 |
| YUM | YUM BRANDS INC | $20.35万 | 0.02% | 1,309 | 1,309 | — | $20.35万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.34万 | 0.02% | 329 | 329 | — | $20.34万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.31万 | 0.02% | 3,606 | 3,606 | — | $20.31万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $20.24万 | 0.02% | 1,338 | 1,338 | — | $20.24万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $20.06万 | 0.02% | 3,440 | 3,440 | — | $20.06万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $20.02万 | 0.02% | 3,970 | -3,980 | -50.1% | -$20.07万 | 重新持有 |
| DFIV | DIMENSIONAL ETF TRUST | $20.01万 | 0.02% | 3,791 | 3,791 | — | $20.01万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $19.95万 | 0.02% | 17,688 | 17,688 | — | $19.95万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $19.60万 | 0.02% | 11,547 | 11,547 | — | $19.60万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $18.86万 | 0.02% | 12,035 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $18.46万 | 0.02% | 14,058 | 14,058 | — | $18.46万 | 新建仓 |
| HLN | HALEON PLC | $15.36万 | 0.02% | 15,349 | 15,349 | — | $15.36万 | 新建仓 |
| VITL | VITAL FARMS INC | $15.12万 | 0.02% | 10,707 | 1,513 | 16.5% | $2.14万 | 加仓 |
| BORR | BORR DRILLING LTD | $14.43万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $13.78万 | 0.02% | 27,387 | 27,387 | — | $13.78万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.38万 | 0.01% | 15,595 | 15,595 | — | $12.38万 | 新建仓 |
| — | TWIN VEE POWERCATS CO | $10.27万 | 0.01% | 400,000 | 400,000 | — | $10.27万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $10.19万 | 0.01% | 12,919 | 12,919 | — | $10.19万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $9.05万 | 0.01% | 13,000 | 13,000 | — | $9.05万 | 新建仓 |
| AEG | AEGON LTD | $8.36万 | 0.01% | 11,513 | 11,513 | — | $8.36万 | 新建仓 |
| — | BITFARMS LTD | $5.85万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $4.60万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $3.95万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BRRR | COINSHARES BITCOIN ETF | $0 | 0.00% | 0 | -64,870 | -100.0% | -$160.42万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$123.20万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -28,000 | -100.0% | -$55.99万 | 清仓 |
| PI | IMPINJ INC | $0 | 0.00% | 0 | -2,903 | -100.0% | -$50.52万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -6,740 | -100.0% | -$43.21万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -18,305 | -100.0% | -$41.02万 | 清仓 |
| MGRC | MCGRATH RENTCORP | $0 | 0.00% | 0 | -3,631 | -100.0% | -$38.10万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -34,045 | -100.0% | -$34.45万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -26,521 | -100.0% | -$32.49万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -5,905 | -100.0% | -$31.92万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -4,350 | -100.0% | -$31.15万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -12,682 | -100.0% | -$29.26万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -1,840 | -100.0% | -$28.06万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,670 | -100.0% | -$27.98万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,088 | -100.0% | -$27.33万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -2,192 | -100.0% | -$27.18万 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -7,750 | -100.0% | -$25.16万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$24.27万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,250 | -100.0% | -$22.58万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -4,536 | -100.0% | -$20.62万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,556 | -100.0% | -$20.15万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -4,350 | -100.0% | -$20.14万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -15,292 | -100.0% | -$19.89万 | 清仓 |
| CGBD | CARLYLE SECURED LENDING INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$12.89万 | 清仓 |