Key Financial Inc
WEST CHESTER PA · SEC CIK 0001801720
$6.11亿2026Q2 申报市值
1,356持仓数
29.6%前十大占比 · 第一大 4.9%
71 / 111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
DMBS 新建仓+$376.07万
EXXON MOBIL CORP 加仓+$346.33万
BSMQ 加仓+$233.45万
GOVT 加仓+$200.43万
JPST 加仓+$166.90万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$213.09万
JPM 减仓-$143.73万
DOL 减仓-$111.70万
IDCC 减仓-$99.29万
SBS 减仓-$86.58万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC | $4.31万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $4.34万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $4.37万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $4.39万 | 0.01% | 476 | -93 | -16.3% | -$8,581 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $4.42万 | 0.01% | 326 | -683 | -67.7% | -$9.26万 | 减仓 |
| VFC | V F CORP | $4.43万 | 0.01% | 2,658 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $4.45万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $4.47万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $4.48万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $4.49万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $4.50万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $4.51万 | 0.01% | 1,225 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4.52万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $4.54万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4.58万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $4.63万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $4.64万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $4.68万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4.69万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $4.72万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.73万 | 0.01% | 357 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $4.75万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $4.75万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $4.76万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $4.77万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4.77万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $4.79万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $4.83万 | 0.01% | 978 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4.85万 | 0.01% | 1,516 | 500 | 49.2% | $1.60万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $4.87万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $4.89万 | 0.01% | 245 | 1 | 0.4% | $199 | 加仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $4.93万 | 0.01% | 1,860 | 1,860 | — | $4.93万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $4.94万 | 0.01% | 521 | 247 | 90.1% | $2.34万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $4.97万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $4.99万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $4.99万 | 0.01% | 989 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5.00万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $5.04万 | 0.01% | 352 | 200 | 131.6% | $2.86万 | 加仓 |
| ITT | ITT INC | $5.10万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $5.12万 | 0.01% | 3,494 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $5.15万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $5.25万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $5.27万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5.30万 | 0.01% | 1,988 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $5.35万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $5.36万 | 0.01% | 1,237 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $5.39万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $5.40万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.44万 | 0.01% | 372 | -127 | -25.5% | -$1.86万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $5.44万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $5.47万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $5.48万 | 0.01% | 871 | -304 | -25.9% | -$1.91万 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $5.48万 | 0.01% | 2,590 | 2,590 | — | $5.48万 | 新建仓 |
| IGV | ISHARES TR | $5.53万 | 0.01% | 610 | 540 | 771.4% | $4.89万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $5.57万 | 0.01% | 5,645 | 97 | 1.7% | $956 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $5.61万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $5.62万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5.63万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $5.64万 | 0.01% | 1,621 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $5.85万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $5.87万 | 0.01% | 606 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5.92万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $6.01万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $6.05万 | 0.01% | 1,078 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $6.10万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $6.17万 | 0.01% | 714 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $6.25万 | 0.01% | 1,386 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $6.28万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $6.30万 | 0.01% | 2,666 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6.34万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6.35万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $6.36万 | 0.01% | 692 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $6.46万 | 0.01% | 188 | -60 | -24.2% | -$2.06万 | 减仓 |
| ZTS | ZOETIS INC | $6.46万 | 0.01% | 899 | -65 | -6.7% | -$4,673 | 减仓 |
| LRGF | ISHARES TR | $6.50万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $6.52万 | 0.01% | 241 | -29 | -10.7% | -$7,844 | 减仓 |
| WSFS | WSFS FINL CORP | $6.53万 | 0.01% | 851 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $6.54万 | 0.01% | 608 | -206 | -25.3% | -$2.21万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $6.65万 | 0.01% | 270 | -2 | -0.7% | -$492 | 减仓 |
| NEM | NEWMONT CORP | $6.67万 | 0.01% | 714 | 32 | 4.7% | $2,989 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $6.71万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $6.72万 | 0.01% | 399 | 151 | 60.9% | $2.54万 | 加仓 |
| NVT | NVENT ELEC PLC | $6.73万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $6.75万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $6.83万 | 0.01% | 455 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $6.84万 | 0.01% | 508 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $6.88万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $6.90万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $6.91万 | 0.01% | 2,348 | 1,356 | 136.7% | $3.99万 | 加仓 |
| FTNT | FORTINET INC | $6.91万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $6.99万 | 0.01% | 1,036 | 14 | 1.4% | $945 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7.29万 | 0.01% | 1,139 | 113 | 11.0% | $7,233 | 加仓 |
| SHEL | SHELL PLC | $7.29万 | 0.01% | 941 | 352 | 59.8% | $2.73万 | 加仓 |
| IAU | ISHARES GOLD TR | $7.29万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $7.30万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $7.32万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $7.39万 | 0.01% | 615 | 1 | 0.2% | $120 | 加仓 |
| Q | QNITY ELECTRONICS INC | $7.48万 | 0.01% | 458 | -37 | -7.5% | -$6,042 | 减仓 |
| SDOG | ALPS ETF TR | $7.49万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.56万 | 0.01% | 38 | -27 | -41.5% | -$5.37万 | 减仓 |