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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $11.40万 | 0.02% | 964 | 3 | 0.3% | $355 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $11.47万 | 0.02% | 876 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $11.47万 | 0.02% | 1,861 | 4 | 0.2% | $247 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $11.52万 | 0.02% | 1,003 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $11.53万 | 0.02% | 2,650 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $11.55万 | 0.02% | 634 | 117 | 22.6% | $2.13万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $11.64万 | 0.02% | 3,010 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $11.69万 | 0.02% | 1,059 | -2 | -0.2% | -$221 | 减仓 |
| VHT | VANGUARD WORLD FD | $11.74万 | 0.02% | 431 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $11.77万 | 0.02% | 1,808 | 303 | 20.1% | $1.97万 | 加仓 |
| WM | WASTE MGMT INC DEL | $11.79万 | 0.02% | 513 | 133 | 35.0% | $3.06万 | 加仓 |
| KRE | SPDR SERIES TRUST | $11.82万 | 0.02% | 1,815 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $11.93万 | 0.02% | 4,047 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $12.03万 | 0.02% | 356 | -9 | -2.5% | -$3,041 | 减仓 |
| OKE | ONEOK INC NEW | $12.05万 | 0.02% | 1,333 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $12.09万 | 0.02% | 2,606 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $12.12万 | 0.02% | 1,779 | 1,710 | 2,478.3% | $11.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.21万 | 0.02% | 636 | 75 | 13.4% | $1.44万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $12.30万 | 0.02% | 1,364 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON ETF TRUST | $12.52万 | 0.02% | 1,580 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $12.67万 | 0.02% | 585 | -5 | -0.8% | -$1,083 | 减仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $12.69万 | 0.02% | 2,232 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $12.77万 | 0.02% | 5,087 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $12.79万 | 0.02% | 2,768 | 455 | 19.7% | $2.10万 | 加仓 |
| IWX | ISHARES TR | $12.93万 | 0.02% | 1,395 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $12.95万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $12.98万 | 0.02% | 857 | 210 | 32.5% | $3.18万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $13.25万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $13.28万 | 0.02% | 468 | 53 | 12.8% | $1.50万 | 加仓 |
| DE | DEERE & CO | $13.52万 | 0.02% | 240 | -2 | -0.8% | -$1,127 | 减仓 |
| BE | BLOOM ENERGY CORP | $13.55万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $13.59万 | 0.02% | 1,457 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $13.62万 | 0.02% | 3,360 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $13.67万 | 0.02% | 631 | -4 | -0.6% | -$866 | 减仓 |
| ANET | ARISTA NETWORKS INC | $13.73万 | 0.02% | 1,118 | -8 | -0.7% | -$982 | 减仓 |
| PPL | PPL CORP | $13.92万 | 0.02% | 3,645 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $13.97万 | 0.02% | 1,715 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $14.03万 | 0.02% | 564 | 320 | 131.1% | $7.96万 | 加仓 |
| BWFG | BANKWELL FINL GROUP INC | $14.07万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $14.23万 | 0.03% | 728 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $14.23万 | 0.03% | 3,872 | -4 | -0.1% | -$147 | 减仓 |
| USMV | ISHARES TR | $14.27万 | 0.03% | 1,539 | -270 | -14.9% | -$2.50万 | 减仓 |
| IWR | ISHARES TR | $14.36万 | 0.03% | 1,477 | 1,054 | 249.2% | $10.25万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $14.42万 | 0.03% | 12,536 | 12,536 | — | $14.42万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $14.47万 | 0.03% | 1,328 | 12 | 0.9% | $1,308 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $14.68万 | 0.03% | 2,607 | 31 | 1.2% | $1,746 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $14.79万 | 0.03% | 431 | 21 | 5.1% | $7,208 | 加仓 |
| AMAT | APPLIED MATLS INC | $14.83万 | 0.03% | 434 | -2 | -0.5% | -$684 | 减仓 |
| XBI | SPDR SERIES TRUST | $14.92万 | 0.03% | 1,168 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $14.97万 | 0.03% | 1,893 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $14.99万 | 0.03% | 1,706 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $15.01万 | 0.03% | 1,256 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $15.04万 | 0.03% | 5,171 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $15.14万 | 0.03% | 2,630 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $15.16万 | 0.03% | 36 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $15.23万 | 0.03% | 1,913 | 73 | 4.0% | $5,812 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $15.31万 | 0.03% | 1,912 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $15.35万 | 0.03% | 5,348 | -73 | -1.3% | -$2,096 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $15.68万 | 0.03% | 2,427 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $15.72万 | 0.03% | 5,077 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $15.72万 | 0.03% | 1,878 | -249 | -11.7% | -$2.08万 | 减仓 |
| MOAT | VANECK ETF TRUST | $15.73万 | 0.03% | 1,627 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $15.75万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $15.75万 | 0.03% | 3,352 | 273 | 8.9% | $1.28万 | 加仓 |
| LIN | LINDE PLC | $15.91万 | 0.03% | 321 | -2 | -0.6% | -$992 | 减仓 |
| — | WISDOMTREE TR | $16.14万 | 0.03% | 2,433 | -76 | -3.0% | -$5,041 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $16.23万 | 0.03% | 210 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $16.23万 | 0.03% | 4,288 | 2,104 | 96.3% | $7.96万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $16.34万 | 0.03% | 2,676 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $16.45万 | 0.03% | 562 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $16.60万 | 0.03% | 1,699 | -131 | -7.2% | -$1.28万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $16.64万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $16.83万 | 0.03% | 1,723 | 170 | 10.9% | $1.66万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $16.87万 | 0.03% | 10,249 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $17.38万 | 0.03% | 838 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $17.41万 | 0.03% | 5,741 | -484 | -7.8% | -$1.47万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $17.65万 | 0.03% | 5,057 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $17.74万 | 0.03% | 1,141 | -2 | -0.2% | -$311 | 减仓 |
| IXUS | ISHARES TR | $17.79万 | 0.03% | 2,053 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $17.83万 | 0.03% | 1,411 | -16 | -1.1% | -$2,022 | 减仓 |
| KLAC | KLA CORP | $17.96万 | 0.03% | 122 | -12 | -9.0% | -$1.77万 | 减仓 |
| — | SPDR INDEX SHS FDS | $18.02万 | 0.03% | 2,335 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $18.13万 | 0.03% | 911 | 100 | 12.3% | $1.99万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $18.13万 | 0.03% | 994 | 96 | 10.7% | $1.75万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $18.15万 | 0.03% | 1,117 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $18.15万 | 0.03% | 1,370 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $18.26万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $18.70万 | 0.03% | 1,485 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $18.86万 | 0.03% | 1,604 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $18.93万 | 0.03% | 1,444 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $19.09万 | 0.03% | 440 | -2 | -0.5% | -$868 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $19.41万 | 0.03% | 2,785 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $19.48万 | 0.03% | 7,240 | 5,700 | 370.1% | $15.34万 | 加仓 |
| GLDM | WORLD GOLD TR | $19.90万 | 0.04% | 2,147 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $20.46万 | 0.04% | 888 | 69 | 8.4% | $1.59万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $20.53万 | 0.04% | 4,474 | -600 | -11.8% | -$2.75万 | 减仓 |
| SPGI | S&P GLOBAL INC | $20.71万 | 0.04% | 487 | -2 | -0.4% | -$851 | 减仓 |
| EMR | EMERSON ELEC CO | $20.74万 | 0.04% | 1,583 | -5 | -0.3% | -$655 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $20.80万 | 0.04% | 4,375 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $20.87万 | 0.04% | 5,085 | 2,107 | 70.8% | $8.65万 | 加仓 |