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 |
|---|---|---|---|---|---|---|---|---|
| HYS | PIMCO ETF TR | $13.63万 | 0.02% | 1,457 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $13.75万 | 0.02% | 1,715 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $13.90万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $14.06万 | 0.02% | 7,352 | 4,690 | 176.2% | $8.97万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $14.06万 | 0.02% | 636 | 636 | — | $14.06万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $14.12万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $14.24万 | 0.02% | 636 | -646 | -50.4% | -$14.46万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $14.41万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $14.43万 | 0.02% | 908 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $14.49万 | 0.02% | 631 | 0 | 0.0% | — | 不变 |
| USPX | FRANKLIN TEMPLETON ETF TR | $14.57万 | 0.02% | 2,232 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $14.67万 | 0.02% | 1,395 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $14.73万 | 0.02% | 5,087 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $14.81万 | 0.02% | 418 | -13 | -3.0% | -$4,605 | 减仓 |
| XYL | XYLEM INC | $14.85万 | 0.02% | 1,256 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $14.85万 | 0.02% | 2,676 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $15.05万 | 0.02% | 478 | -378 | -44.2% | -$11.90万 | 减仓 |
| — | BNY MELLON ETF TRUST | $15.06万 | 0.02% | 1,580 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $15.22万 | 0.02% | 240 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $15.29万 | 0.03% | 1,345 | -19 | -1.4% | -$2,160 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $15.30万 | 0.03% | 1,117 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $15.43万 | 0.03% | 1,316 | -12 | -0.9% | -$1,407 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $15.46万 | 0.03% | 519 | 10 | 2.0% | $2,979 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $15.49万 | 0.03% | 3,300 | 3,300 | — | $15.49万 | 新建仓 |
| CTVA | CORTEVA INC | $15.73万 | 0.03% | 1,857 | -21 | -1.1% | -$1,778 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $15.76万 | 0.03% | 4,288 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $15.77万 | 0.03% | 728 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $15.77万 | 0.03% | 3,630 | 980 | 37.0% | $4.26万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $16.04万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $16.29万 | 0.03% | 1,477 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $16.39万 | 0.03% | 564 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $16.59万 | 0.03% | 1,400 | -2 | -0.1% | -$237 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $16.63万 | 0.03% | 1,541 | -182 | -10.6% | -$1.96万 | 减仓 |
| LIN | LINDE PLC | $16.66万 | 0.03% | 321 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $16.71万 | 0.03% | 2,433 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $16.80万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $16.83万 | 0.03% | 2,630 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $17.02万 | 0.03% | 1,893 | 0 | 0.0% | — | 不变 |
| BWFG | BANKWELL FINL GROUP INC | $17.04万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $17.08万 | 0.03% | 573 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $17.17万 | 0.03% | 901 | 279 | 44.9% | $5.32万 | 加仓 |
| MOAT | VANECK ETF TRUST | $17.27万 | 0.03% | 1,661 | 34 | 2.1% | $3,535 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $17.37万 | 0.03% | 10,599 | 350 | 3.4% | $5,735 | 加仓 |
| PFF | ISHARES TR | $17.51万 | 0.03% | 5,742 | 1 | 0.0% | $30 | 加仓 |
| — | ISHARES TR | $17.52万 | 0.03% | 2,320 | 512 | 28.3% | $3.87万 | 加仓 |
| USMV | ISHARES TR | $17.56万 | 0.03% | 1,820 | 281 | 18.3% | $2.71万 | 加仓 |
| IJJ | ISHARES TR | $17.58万 | 0.03% | 1,190 | -180 | -13.1% | -$2.66万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $17.69万 | 0.03% | 426 | -14 | -3.2% | -$5,814 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $17.94万 | 0.03% | 894 | -100 | -10.1% | -$2.01万 | 减仓 |
| IWV | ISHARES TR | $18.12万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $18.26万 | 0.03% | 4,047 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $18.49万 | 0.03% | 1,168 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $18.56万 | 0.03% | 3,872 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $18.59万 | 0.03% | 1,944 | 238 | 14.0% | $2.28万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $18.65万 | 0.03% | 5,387 | 1,340 | 33.1% | $4.64万 | 加仓 |
| — | SPDR INDEX SHS FDS | $18.66万 | 0.03% | 2,335 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $18.68万 | 0.03% | 5,171 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $18.72万 | 0.03% | 5,311 | 5,311 | — | $18.72万 | 新建仓 |
| AZO | AUTOZONE INC | $18.86万 | 0.03% | 59 | -10 | -14.5% | -$3.20万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $18.89万 | 0.03% | 2,576 | -31 | -1.2% | -$2,274 | 减仓 |
| ANET | ARISTA NETWORKS INC | $18.99万 | 0.03% | 1,118 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $19.21万 | 0.03% | 2,325 | 412 | 21.5% | $3.40万 | 加仓 |
| BOND | PIMCO ETF TR | $19.28万 | 0.03% | 2,091 | 2,091 | — | $19.28万 | 新建仓 |
| IXUS | ISHARES TR | $19.59万 | 0.03% | 2,053 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $19.66万 | 0.03% | 1,699 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $19.76万 | 0.03% | 1,444 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $19.83万 | 0.03% | 487 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $19.93万 | 0.03% | 462 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $20.25万 | 0.03% | 851 | 13 | 1.6% | $3,093 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $20.27万 | 0.03% | 5,057 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $20.29万 | 0.03% | 4,474 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $20.39万 | 0.03% | 5,531 | 454 | 8.9% | $1.67万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $20.45万 | 0.03% | 1,909 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $20.48万 | 0.03% | 2,069 | -1,119 | -35.1% | -$11.08万 | 减仓 |
| MCK | MCKESSON CORP | $20.63万 | 0.03% | 273 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.82万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $21.10万 | 0.03% | 2,785 | 0 | 0.0% | — | 不变 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $21.18万 | 0.03% | 8,205 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $21.18万 | 0.03% | 4,330 | 4,330 | — | $21.18万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $21.21万 | 0.03% | 4,375 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.73万 | 0.04% | 562 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $21.81万 | 0.04% | 2,000 | -43 | -2.1% | -$4,690 | 减仓 |
| NEE | NEXTERA ENERGY INC | $21.96万 | 0.04% | 2,502 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $22.01万 | 0.04% | 2,695 | -58 | -2.1% | -$4,736 | 减仓 |
| PHM | PULTE GROUP INC | $22.01万 | 0.04% | 1,604 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $22.09万 | 0.04% | 793 | -80 | -9.2% | -$2.23万 | 减仓 |
| EMR | EMERSON ELEC CO | $22.98万 | 0.04% | 1,605 | 22 | 1.4% | $3,149 | 加仓 |
| NULV | NUSHARES ETF TR | $23.40万 | 0.04% | 4,681 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $23.87万 | 0.04% | 888 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.88万 | 0.04% | 5,025 | -60 | -1.2% | -$2,852 | 减仓 |
| MUNI | PIMCO ETF TR | $24.09万 | 0.04% | 4,579 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $24.10万 | 0.04% | 4,797 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $24.11万 | 0.04% | 1,839 | 1 | 0.1% | $131 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.15万 | 0.04% | 2,883 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $24.22万 | 0.04% | 14,549 | -35,440 | -70.9% | -$58.99万 | 减仓 |
| IUSV | ISHARES TR | $24.72万 | 0.04% | 2,244 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $24.88万 | 0.04% | 1,411 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $25.02万 | 0.04% | 1,485 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $25.10万 | 0.04% | 2,361 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $25.21万 | 0.04% | 823 | -100 | -10.8% | -$3.06万 | 减仓 |