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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $7.59万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $7.61万 | 0.01% | 3,469 | -22 | -0.6% | -$483 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.72万 | 0.01% | 1,010 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.82万 | 0.01% | 644 | 10 | 1.6% | $1,214 | 加仓 |
| LIT | GLOBAL X FDS | $7.84万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $7.85万 | 0.01% | 2,865 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $8.03万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $8.11万 | 0.01% | 1,572 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $8.22万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| — | SSGA ACTIVE TR | $8.27万 | 0.01% | 3,024 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8.28万 | 0.01% | 14,325 | -149,800 | -91.3% | -$86.58万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $8.37万 | 0.01% | 773 | -29 | -3.6% | -$3,140 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $8.39万 | 0.01% | 1,830 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $8.44万 | 0.01% | 2,495 | 1,574 | 170.9% | $5.33万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $8.45万 | 0.01% | 456 | 184 | 67.6% | $3.41万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $8.48万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $8.55万 | 0.01% | 3,954 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $8.66万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $8.69万 | 0.01% | 1,861 | 161 | 9.5% | $7,521 | 加仓 |
| ITA | ISHARES TR | $8.73万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $8.77万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $8.82万 | 0.01% | 3,878 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $8.87万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $8.90万 | 0.01% | 2,405 | -264 | -9.9% | -$9,771 | 减仓 |
| AXON | AXON ENTERPRISE INC | $8.91万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $8.94万 | 0.01% | 1,649 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $9.04万 | 0.01% | 999 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $9.08万 | 0.01% | 5,716 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $9.11万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $9.15万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $9.21万 | 0.02% | 1,195 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $9.27万 | 0.02% | 1,048 | -145 | -12.2% | -$1.28万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $9.39万 | 0.02% | 978 | 500 | 104.6% | $4.80万 | 加仓 |
| VFH | VANGUARD WORLD FD | $9.41万 | 0.02% | 715 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $9.51万 | 0.02% | 1,779 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $9.58万 | 0.02% | 1,274 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $9.63万 | 0.02% | 937 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $9.65万 | 0.02% | 1,067 | -845 | -44.2% | -$7.64万 | 减仓 |
| IBMO | ISHARES TR | $9.73万 | 0.02% | 3,794 | 3,794 | — | $9.73万 | 新建仓 |
| SYY | SYSCO CORP | $9.90万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $9.94万 | 0.02% | 3,894 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $10.00万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $10.01万 | 0.02% | 2,032 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $10.11万 | 0.02% | 791 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $10.14万 | 0.02% | 737 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $10.18万 | 0.02% | 1,304 | 18 | 1.4% | $1,405 | 加仓 |
| STE | STERIS PLC | $10.21万 | 0.02% | 485 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $10.27万 | 0.02% | 2,952 | -4,625 | -61.0% | -$16.10万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $10.28万 | 0.02% | 3,025 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $10.34万 | 0.02% | 632 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $10.40万 | 0.02% | 615 | -19 | -3.0% | -$3,212 | 减仓 |
| BGC | BGC GROUP INC | $10.40万 | 0.02% | 9,730 | 9,730 | — | $10.40万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $10.49万 | 0.02% | 1,040 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $10.60万 | 0.02% | 2,681 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $10.66万 | 0.02% | 5,518 | -303 | -5.2% | -$5,852 | 减仓 |
| ADI | ANALOG DEVICES INC | $10.68万 | 0.02% | 269 | 3 | 1.1% | $1,192 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $10.72万 | 0.02% | 1,041 | -100 | -8.8% | -$1.03万 | 减仓 |
| IBTJ | ISHARES TR | $10.81万 | 0.02% | 4,995 | 4,995 | — | $10.81万 | 新建仓 |
| IBTI | ISHARES TR | $10.82万 | 0.02% | 4,885 | 4,885 | — | $10.82万 | 新建仓 |
| IBTH | ISHARES TR | $10.82万 | 0.02% | 4,835 | 4,835 | — | $10.82万 | 新建仓 |
| IBTK | ISHARES TR | $10.83万 | 0.02% | 5,540 | 5,540 | — | $10.83万 | 新建仓 |
| IBTL | ISHARES TR | $10.83万 | 0.02% | 5,365 | 5,365 | — | $10.83万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $10.85万 | 0.02% | 857 | -19 | -2.2% | -$2,405 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $10.99万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| EMF | TEMPLETON EMERGING MKTS FD | $11.00万 | 0.02% | 4,736 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $11.01万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $11.04万 | 0.02% | 1,828 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $11.13万 | 0.02% | 1,239 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $11.18万 | 0.02% | 1,060 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $11.21万 | 0.02% | 469 | 1 | 0.2% | $239 | 加仓 |
| BP | BP PLC | $11.38万 | 0.02% | 3,079 | -273 | -8.1% | -$1.01万 | 减仓 |
| WM | WASTE MGMT INC DEL | $11.43万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $11.44万 | 0.02% | 967 | 4 | 0.4% | $473 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $11.58万 | 0.02% | 1,892 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $11.59万 | 0.02% | 1,059 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $11.63万 | 0.02% | 3,010 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $11.70万 | 0.02% | 3,854 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $11.78万 | 0.02% | 8,475 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $11.78万 | 0.02% | 1,226 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $11.81万 | 0.02% | 2,238 | 1,131 | 102.2% | $5.97万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $11.86万 | 0.02% | 1,003 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $12.22万 | 0.02% | 3,975 | 0 | 0.0% | — | 不变 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $12.33万 | 0.02% | 2,497 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $12.36万 | 0.02% | 2,679 | -89 | -3.2% | -$4,107 | 减仓 |
| ROST | ROSS STORES INC | $12.45万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $12.50万 | 0.02% | 1,865 | 4 | 0.2% | $268 | 加仓 |
| FAST | FASTENAL CO | $12.52万 | 0.02% | 2,606 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $12.65万 | 0.02% | 4,975 | 4,975 | — | $12.65万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $12.89万 | 0.02% | 431 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $13.06万 | 0.02% | 2,472 | 521 | 26.7% | $2.75万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $13.09万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $13.09万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $13.25万 | 0.02% | 3,645 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $13.30万 | 0.02% | 5,200 | 5,200 | — | $13.30万 | 新建仓 |
| OKE | ONEOK INC NEW | $13.33万 | 0.02% | 1,533 | 200 | 15.0% | $1.74万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $13.35万 | 0.02% | 1,647 | 190 | 13.0% | $1.54万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $13.39万 | 0.02% | 5,455 | 107 | 2.0% | $2,627 | 加仓 |
| DVY | ISHARES TR | $13.39万 | 0.02% | 857 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $13.53万 | 0.02% | 636 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $13.59万 | 0.02% | 1,815 | 0 | 0.0% | — | 不变 |