Key Financial Inc
WEST CHESTER PA · SEC CIK 0001801720
$5.62亿2026Q1 申报市值
1,394持仓数
29.0%前十大占比 · 第一大 4.7%
43 / 91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
AAPL 加仓+$160.57万
BSMQ 加仓+$159.21万
GOVT 加仓+$155.53万
EFG 加仓+$112.24万
PROSHARES TR 加仓+$105.92万
2026Q1 卖出最多 按季末市值估算
BSMS 减仓-$143.07万
GAL 减仓-$67.46万
AZN 清仓-$60.26万
SPSB 清仓-$47.38万
INVESCO EXCH TRD 减仓-$38.79万
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 |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO EXCHANGE TRADED FD T | $6.24万 | 0.01% | 430 | 20 | 4.9% | $2,900 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $6.30万 | 0.01% | 1,422 | 0 | 0.0% | — | 不变 |
| BKIE | BNY MELLON ETF TRUST | $6.33万 | 0.01% | 678 | 21 | 3.2% | $1,962 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $6.35万 | 0.01% | 634 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $6.48万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $6.49万 | 0.01% | 594 | 124 | 26.4% | $1.35万 | 加仓 |
| — | HOLOGIC INC | $6.53万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $6.53万 | 0.01% | 499 | 127 | 34.1% | $1.66万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $6.64万 | 0.01% | 1,022 | 15 | 1.5% | $975 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $6.64万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $6.67万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $6.69万 | 0.01% | 984 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $6.71万 | 0.01% | 3,491 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $6.73万 | 0.01% | 374 | -2 | -0.5% | -$360 | 减仓 |
| AXON | AXON ENTERPRISE INC | $6.75万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $6.83万 | 0.01% | 999 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $6.91万 | 0.01% | 1,175 | 347 | 41.9% | $2.04万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $7.03万 | 0.01% | 270 | 29 | 12.0% | $7,548 | 加仓 |
| LRN | STRIDE INC | $7.05万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $7.06万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $7.06万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $7.09万 | 0.01% | 614 | 8 | 1.3% | $924 | 加仓 |
| SOXX | ISHARES TR | $7.13万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $7.13万 | 0.01% | 376 | -2 | -0.5% | -$380 | 减仓 |
| SDOG | ALPS ETF TR | $7.14万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7.30万 | 0.01% | 1,026 | -221 | -17.7% | -$1.57万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.34万 | 0.01% | 1,010 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $7.38万 | 0.01% | 682 | 621 | 1,018.0% | $6.72万 | 加仓 |
| BIIB | BIOGEN INC | $7.44万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $7.45万 | 0.01% | 1,002 | -307 | -23.5% | -$2.28万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $7.47万 | 0.01% | 450 | -4 | -0.9% | -$664 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $7.58万 | 0.01% | 1,830 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $7.58万 | 0.01% | 462 | -95 | -17.1% | -$1.56万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $7.61万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $7.61万 | 0.01% | 785 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $7.69万 | 0.01% | 2,888 | -44 | -1.5% | -$1,171 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $7.70万 | 0.01% | 167 | 107 | 178.3% | $4.93万 | 加仓 |
| VTRS | VIATRIS INC | $7.72万 | 0.01% | 5,716 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $7.77万 | 0.01% | 1,239 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $7.78万 | 0.01% | 573 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $7.83万 | 0.01% | 7,132 | 7,132 | — | $7.83万 | 新建仓 |
| — | ISHARES TR | $7.87万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $7.87万 | 0.01% | 455 | -2 | -0.4% | -$346 | 减仓 |
| ITA | ISHARES TR | $7.88万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $7.93万 | 0.01% | 1,572 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $7.94万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $7.95万 | 0.01% | 248 | -1 | -0.4% | -$321 | 减仓 |
| — | RBB FD INC | $7.97万 | 0.01% | 3,954 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $8.01万 | 0.01% | 814 | -1,011 | -55.4% | -$9.95万 | 减仓 |
| KGC | KINROSS GOLD CORP | $8.14万 | 0.01% | 2,666 | 0 | 0.0% | — | 不变 |
| — | SSGA ACTIVE TR | $8.21万 | 0.01% | 3,024 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $8.22万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $8.27万 | 0.01% | 622 | 0 | 0.0% | — | 不变 |
| EMF | TEMPLETON EMERGING MKTS FD | $8.28万 | 0.01% | 4,736 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $8.45万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $8.46万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $8.46万 | 0.02% | 737 | 676 | 1,108.2% | $7.76万 | 加仓 |
| IAU | ISHARES GOLD TR | $8.52万 | 0.02% | 966 | 515 | 114.2% | $4.54万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $8.55万 | 0.02% | 493 | 382 | 344.1% | $6.63万 | 加仓 |
| ASML | ASML HLDG NV | $8.59万 | 0.02% | 65 | 27 | 71.1% | $3.57万 | 加仓 |
| VFH | VANGUARD WORLD FD | $8.64万 | 0.02% | 715 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8.68万 | 0.02% | 791 | 151 | 23.6% | $1.66万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $8.80万 | 0.02% | 3,878 | 3,878 | — | $8.80万 | 新建仓 |
| FRPT | FRESHPET INC | $8.84万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $8.88万 | 0.02% | 1,226 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $8.90万 | 0.02% | 1,195 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $8.91万 | 0.02% | 1,649 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $8.94万 | 0.02% | 632 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $8.95万 | 0.02% | 1,274 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $8.96万 | 0.02% | 1,040 | 1,040 | — | $8.96万 | 新建仓 |
| ESGD | ISHARES TR | $8.96万 | 0.02% | 937 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $8.99万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $9.03万 | 0.02% | 2,681 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $9.23万 | 0.02% | 3,854 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $9.40万 | 0.02% | 1,286 | 155 | 13.7% | $1.13万 | 加仓 |
| USB | US BANCORP | $9.51万 | 0.02% | 1,828 | -130 | -6.6% | -$6,761 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $9.63万 | 0.02% | 3,025 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $9.64万 | 0.02% | 4,047 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $9.66万 | 0.02% | 1,951 | -13,628 | -87.5% | -$67.46万 | 减仓 |
| F | FORD MTR CO | $9.78万 | 0.02% | 8,475 | 1,000 | 13.4% | $1.15万 | 加仓 |
| OC | OWENS CORNING NEW | $9.83万 | 0.02% | 908 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $9.83万 | 0.02% | 2,669 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $9.83万 | 0.02% | 1,193 | 125 | 11.7% | $1.03万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $9.95万 | 0.02% | 1,457 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $9.97万 | 0.02% | 1,292 | -154 | -10.7% | -$1.19万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $9.98万 | 0.02% | 3,894 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $10.32万 | 0.02% | 1,892 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $10.41万 | 0.02% | 802 | -3 | -0.4% | -$390 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $10.55万 | 0.02% | 1,373 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $10.72万 | 0.02% | 485 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $10.73万 | 0.02% | 963 | 2 | 0.2% | $223 | 加仓 |
| — | WISDOMTREE TR | $11.05万 | 0.02% | 5,821 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $11.07万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $11.07万 | 0.02% | 466 | -12 | -2.5% | -$2,851 | 减仓 |
| TXN | TEXAS INSTRS INC | $11.12万 | 0.02% | 573 | 0 | 0.0% | — | 不变 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $11.20万 | 0.02% | 2,497 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $11.21万 | 0.02% | 2,032 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $11.23万 | 0.02% | 3,975 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $11.31万 | 0.02% | 1,402 | 467 | 49.9% | $3.77万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $11.31万 | 0.02% | 1,060 | 0 | 0.0% | — | 不变 |