Keenan, LLC
BOSTON MA · SEC CIK 0002111703
$1.19亿2026Q1 申报市值
42持仓数
78.4%前十大占比 · 第一大 13.9%
2 / 1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
FBCG 加仓+$605.16万
IVV 加仓+$261.70万
CGDV 加仓+$256.36万
IUSV 加仓+$156.01万
FBND 加仓+$144.97万
2026Q1 卖出最多 按季末市值估算
DGRO 减仓-$113.23万
IJK 减仓-$108.13万
ONEQ 减仓-$106.40万
IJJ 减仓-$101.22万
IJR 减仓-$86.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,645.62万 | 13.88% | 25,077 | 3,988 | 18.9% | $261.70万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1,638.33万 | 13.82% | 321,903 | 118,903 | 58.6% | $605.16万 | 加仓 |
| IUSV | ISHARES TR | $1,235.18万 | 10.42% | 120,130 | 15,173 | 14.5% | $156.01万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,076.82万 | 9.08% | 253,873 | 60,439 | 31.2% | $256.36万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $925.01万 | 7.80% | 290,052 | 24,723 | 9.3% | $78.84万 | 加仓 |
| IJH | ISHARES TR | $731.85万 | 6.17% | 108,684 | -4,652 | -4.1% | -$31.33万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $610.11万 | 5.15% | 133,605 | 31,746 | 31.2% | $144.97万 | 加仓 |
| DGRO | ISHARES TR | $556.69万 | 4.70% | 80,064 | -16,285 | -16.9% | -$113.23万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $453.50万 | 3.83% | 53,896 | -12,645 | -19.0% | -$106.40万 | 减仓 |
| IVW | ISHARES TR | $421.62万 | 3.56% | 37,556 | -5,422 | -12.6% | -$60.87万 | 减仓 |
| PHYL | PGIM ETF TR | $290.33万 | 2.45% | 84,136 | 24,541 | 41.2% | $84.68万 | 加仓 |
| IUSG | ISHARES TR | $252.50万 | 2.13% | 16,466 | -3,619 | -18.0% | -$55.50万 | 减仓 |
| AGG | ISHARES TR | $247.75万 | 2.09% | 24,702 | 822 | 3.4% | $8.24万 | 加仓 |
| IJR | ISHARES TR | $186.77万 | 1.58% | 15,073 | -6,965 | -31.6% | -$86.30万 | 减仓 |
| AAPL | APPLE INC | $143.70万 | 1.21% | 5,662 | 2,748 | 94.3% | $69.74万 | 加仓 |
| IJK | ISHARES TR | $143.00万 | 1.21% | 14,245 | -10,772 | -43.1% | -$108.13万 | 减仓 |
| IJJ | ISHARES TR | $141.46万 | 1.19% | 10,705 | -7,660 | -41.7% | -$101.22万 | 减仓 |
| IJS | ISHARES TR | $116.12万 | 0.98% | 9,824 | -6,484 | -39.8% | -$76.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $86.84万 | 0.73% | 4,979 | 364 | 7.9% | $6.35万 | 加仓 |
| IJT | ISHARES TR | $81.06万 | 0.68% | 5,619 | -4,114 | -42.3% | -$59.35万 | 减仓 |
| IUSB | ISHARES TR | $72.80万 | 0.61% | 15,763 | -10,205 | -39.3% | -$47.13万 | 减仓 |
| MUB | ISHARES TR | $69.19万 | 0.58% | 6,501 | -58 | -0.9% | -$6,173 | 减仓 |
| AMZN | AMAZON COM INC | $66.06万 | 0.56% | 3,172 | 102 | 3.3% | $2.12万 | 加仓 |
| IEFA | ISHARES TR | $63.32万 | 0.53% | 6,996 | -4,914 | -41.3% | -$44.48万 | 减仓 |
| IEMG | ISHARES INC | $53.19万 | 0.45% | 7,626 | -7,875 | -50.8% | -$54.92万 | 减仓 |
| EFAV | ISHARES TR | $51.48万 | 0.43% | 5,642 | -4,775 | -45.8% | -$43.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.42万 | 0.43% | 2,104 | 730 | 53.1% | $17.84万 | 加仓 |
| AZN | ASTRAZENECA PLC | $44.69万 | 0.38% | 2,266 | 2,266 | — | $44.69万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.46万 | 0.37% | 14,921 | 3 | 0.0% | $87 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.91万 | 0.33% | 15,175 | 6 | 0.0% | $154 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $36.03万 | 0.30% | 89,175 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $35.91万 | 0.30% | 13,299 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $34.68万 | 0.29% | 2,121 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $32.43万 | 0.27% | 17,513 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $29.51万 | 0.25% | 10,594 | -976 | -8.4% | -$2.72万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.30万 | 0.24% | 1,391 | -191 | -12.1% | -$3.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $27.27万 | 0.23% | 737 | 103 | 16.2% | $3.81万 | 加仓 |
| META | META PLATFORMS INC | $21.53万 | 0.18% | 376 | 5 | 1.3% | $2,863 | 加仓 |
| SPYV | SPDR SERIES TRUST | $21.25万 | 0.18% | 3,756 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $21.25万 | 0.18% | 739 | 739 | — | $21.25万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $20.26万 | 0.17% | 632 | -1 | -0.2% | -$321 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $6.35万 | 0.05% | 25,616 | 500 | 2.0% | $1,240 | 加仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,266 | -100.0% | -$41.66万 | 清仓 |