Keyes, Stange & Wooten Wealth Management, LLC
Daytona Beach FL · SEC CIK 0002011352
$2.51亿2026Q2 申报市值
74持仓数
81.1%前十大占比 · 第一大 13.3%
7 / 4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
BIV 加仓+$484.51万
DFSD 加仓+$235.01万
DIMENSIONAL ETF 加仓+$187.57万
DFAI 加仓+$81.94万
MU 新建仓+$51.18万
2026Q2 卖出最多 按季末市值估算
DFAW 减仓-$120.72万
DFAE 减仓-$41.86万
VTI 减仓-$32.67万
BBY 清仓-$30.31万
SLV 清仓-$25.89万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -4,721 | -100.0% | -$30.31万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,800 | -100.0% | -$25.89万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,182 | -100.0% | -$20.05万 | 清仓 |
| — | GRANITESHARES ETF TR | $0 | 0.00% | 0 | -12,023 | -100.0% | -$4.17万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $13.29万 | 0.05% | 17,321 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $20.41万 | 0.08% | 1,161 | -4 | -0.3% | -$703 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $20.44万 | 0.08% | 5,256 | 5,256 | — | $20.44万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $22.04万 | 0.09% | 6,628 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $22.58万 | 0.09% | 613 | -37 | -5.7% | -$1.36万 | 减仓 |
| TJX | TJX COS INC NEW | $23.66万 | 0.09% | 1,562 | -30 | -1.9% | -$4,545 | 减仓 |
| ETR | ENTERGY CORP NEW | $24.63万 | 0.10% | 2,144 | 2,144 | — | $24.63万 | 新建仓 |
| PEP | PEPSICO INC | $25.44万 | 0.10% | 1,879 | -1 | -0.1% | -$135 | 减仓 |
| TSLA | TESLA INC | $25.66万 | 0.10% | 610 | -511 | -45.6% | -$21.49万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.68万 | 0.10% | 504 | 2 | 0.4% | $1,019 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.81万 | 0.10% | 357 | 357 | — | $25.81万 | 新建仓 |
| ALL | ALLSTATE CORP | $26.82万 | 0.11% | 1,127 | -23 | -2.0% | -$5,473 | 减仓 |
| PWR | QUANTA SVCS INC | $26.86万 | 0.11% | 373 | -123 | -24.8% | -$8.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.33万 | 0.11% | 366 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $28.93万 | 0.12% | 589 | -10 | -1.7% | -$4,912 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $28.99万 | 0.12% | 15,695 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $29.57万 | 0.12% | 4,115 | 134 | 3.4% | $9,629 | 加仓 |
| KO | COCA COLA CO | $34.89万 | 0.14% | 4,293 | -101 | -2.3% | -$8,208 | 减仓 |
| GOOGL | ALPHABET INC | $39.63万 | 0.16% | 1,109 | -105 | -8.6% | -$3.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.19万 | 0.16% | 991 | 35 | 3.7% | $1.45万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $42.40万 | 0.17% | 2,957 | 2,957 | — | $42.40万 | 新建仓 |
| EQIX | EQUINIX INC | $43.15万 | 0.17% | 414 | 414 | — | $43.15万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.13万 | 0.18% | 6,334 | -435 | -6.4% | -$3.10万 | 减仓 |
| V | VISA INC | $47.45万 | 0.19% | 1,383 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $50.11万 | 0.20% | 6,597 | 6,597 | — | $50.11万 | 新建仓 |
| DIS | DISNEY WALT CO | $50.54万 | 0.20% | 5,251 | -70 | -1.3% | -$6,738 | 减仓 |
| GOOG | ALPHABET INC | $50.59万 | 0.20% | 1,432 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $50.82万 | 0.20% | 433 | -20 | -4.4% | -$2.35万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $51.18万 | 0.20% | 443 | 443 | — | $51.18万 | 新建仓 |
| BRO | BROWN & BROWN INC | $53.07万 | 0.21% | 8,273 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $53.22万 | 0.21% | 2,083 | -889 | -29.9% | -$22.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $57.71万 | 0.23% | 2,884 | -1,078 | -27.2% | -$21.57万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $59.83万 | 0.24% | 6,998 | -120 | -1.7% | -$1.03万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $62.83万 | 0.25% | 2,143 | 51 | 2.4% | $1.50万 | 加仓 |
| O | REALTY INCOME CORP | $63.71万 | 0.25% | 10,282 | 135 | 1.3% | $8,365 | 加仓 |
| LLY | ELI LILLY & CO | $63.81万 | 0.25% | 532 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $64.83万 | 0.26% | 1,116 | -221 | -16.5% | -$12.84万 | 减仓 |
| META | META PLATFORMS INC | $64.87万 | 0.26% | 1,152 | -5 | -0.4% | -$2,815 | 减仓 |
| CME | CME GROUP INC | $66.32万 | 0.26% | 3,003 | 22 | 0.7% | $4,858 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.07万 | 0.27% | 15,840 | 76 | 0.5% | $3,218 | 加仓 |
| AMZN | AMAZON COM INC | $69.40万 | 0.28% | 2,912 | -41 | -1.4% | -$9,772 | 减仓 |
| NEE | NEXTERA ENERGY INC | $70.31万 | 0.28% | 8,010 | -6 | -0.1% | -$527 | 减仓 |
| ADI | ANALOG DEVICES INC | $70.46万 | 0.28% | 1,774 | -133 | -7.0% | -$5.28万 | 减仓 |
| UNP | UNION PAC CORP | $71.84万 | 0.29% | 2,641 | 104 | 4.1% | $2.83万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $72.25万 | 0.29% | 3,507 | 18 | 0.5% | $3,708 | 加仓 |
| ABBV | ABBVIE INC | $76.80万 | 0.31% | 3,052 | -47 | -1.5% | -$1.18万 | 减仓 |
| CMI | CUMMINS INC | $78.45万 | 0.31% | 1,100 | 2 | 0.2% | $1,426 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.61万 | 0.32% | 1,591 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $90.91万 | 0.36% | 2,189 | -45 | -2.0% | -$1.87万 | 减仓 |
| CB | CHUBB LIMITED | $91.86万 | 0.37% | 2,696 | -38 | -1.4% | -$1.29万 | 减仓 |
| HD | HOME DEPOT INC | $93.78万 | 0.37% | 2,659 | -2 | -0.1% | -$705 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $106.66万 | 0.43% | 7,300 | -171 | -2.3% | -$2.50万 | 减仓 |
| WMT | WALMART INC | $111.97万 | 0.45% | 9,886 | -434 | -4.2% | -$4.92万 | 减仓 |
| ETN | EATON CORP PLC | $121.96万 | 0.49% | 2,862 | -164 | -5.4% | -$6.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $124.60万 | 0.50% | 4,906 | -10 | -0.2% | -$2,540 | 减仓 |
| MPC | MARATHON PETE CORP | $133.46万 | 0.53% | 5,220 | -520 | -9.1% | -$13.29万 | 减仓 |
| IEMG | ISHARES INC | $133.95万 | 0.53% | 16,170 | -248 | -1.5% | -$2.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $148.10万 | 0.59% | 38,181 | -1,991 | -5.0% | -$7.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $153.74万 | 0.61% | 4,122 | -4 | -0.1% | -$1,492 | 减仓 |
| AVGO | BROADCOM INC | $158.96万 | 0.63% | 4,208 | -603 | -12.5% | -$22.78万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $173.05万 | 0.69% | 13,511 | 74 | 0.6% | $9,478 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $229.45万 | 0.92% | 7,010 | 294 | 4.4% | $9.62万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $263.57万 | 1.05% | 64,855 | -6,307 | -8.9% | -$25.63万 | 减仓 |
| AAPL | APPLE INC | $362.43万 | 1.45% | 12,525 | 2 | 0.0% | $579 | 加仓 |
| VTI | VANGUARD INDEX FDS | $755.33万 | 3.01% | 20,412 | -883 | -4.1% | -$32.67万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,163.96万 | 4.64% | 290,048 | -1,353 | -0.5% | -$5.43万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,273.33万 | 5.08% | 139,604 | -2,702 | -1.9% | -$24.64万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,305.37万 | 5.21% | 157,672 | -14,582 | -8.5% | -$120.72万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,571.17万 | 6.27% | 390,741 | -10,411 | -2.6% | -$41.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,109.19万 | 8.42% | 301,743 | 2,302 | 0.8% | $16.09万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,587.89万 | 10.33% | 541,966 | 49,217 | 10.0% | $235.01万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,029.18万 | 12.09% | 394,939 | 63,169 | 19.0% | $484.51万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,215.20万 | 12.83% | 779,443 | 19,865 | 2.6% | $81.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,322.85万 | 13.26% | 405,324 | 22,880 | 6.0% | $187.57万 | 加仓 |