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 |
|---|---|---|---|---|---|---|---|---|
| BSJU | INVESCO EXCH TRD SLF IDX FD | $21.00万 | 0.04% | 8,205 | 790 | 10.7% | $2.02万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $21.16万 | 0.04% | 1,909 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $21.27万 | 0.04% | 1,838 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $21.27万 | 0.04% | 3,223 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $21.30万 | 0.04% | 4,681 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $21.41万 | 0.04% | 892 | -30 | -3.3% | -$7,200 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.60万 | 0.04% | 1,011 | 151 | 17.6% | $3.23万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.65万 | 0.04% | 2,883 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $21.84万 | 0.04% | 2,341 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $21.99万 | 0.04% | 2,537 | 2,369 | 1,410.1% | $20.54万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $22.13万 | 0.04% | 2,361 | 58 | 2.5% | $5,437 | 加仓 |
| LQD | ISHARES TR | $22.27万 | 0.04% | 2,043 | -6 | -0.3% | -$654 | 减仓 |
| IUSV | ISHARES TR | $22.94万 | 0.04% | 2,244 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $23.20万 | 0.04% | 3,151 | 2 | 0.1% | $147 | 加仓 |
| ECL | ECOLAB INC | $23.22万 | 0.04% | 873 | 80 | 10.1% | $2.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.24万 | 0.04% | 2,502 | -109 | -4.2% | -$1.01万 | 减仓 |
| INTC | INTEL CORP | $23.24万 | 0.04% | 5,266 | 100 | 1.9% | $4,413 | 加仓 |
| AZO | AUTOZONE INC | $23.31万 | 0.04% | 69 | 4 | 6.2% | $1.35万 | 加仓 |
| MCK | MCKESSON CORP | $23.62万 | 0.04% | 273 | -1 | -0.4% | -$865 | 减仓 |
| VOT | VANGUARD INDEX FDS | $23.75万 | 0.04% | 923 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $23.85万 | 0.04% | 1,636 | -4 | -0.2% | -$583 | 减仓 |
| MUNI | PIMCO ETF TR | $23.90万 | 0.04% | 4,579 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $23.96万 | 0.04% | 4,797 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $23.96万 | 0.04% | 2,397 | 125 | 5.5% | $1.25万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $24.08万 | 0.04% | 4,540 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $24.34万 | 0.04% | 1,231 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $24.38万 | 0.04% | 3,395 | 109 | 3.3% | $7,828 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $24.77万 | 0.04% | 1,498 | 298 | 24.8% | $4.93万 | 加仓 |
| — | THOMSON REUTERS CORP | $24.77万 | 0.04% | 2,753 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $25.32万 | 0.05% | 4,693 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $25.50万 | 0.05% | 2,768 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $25.61万 | 0.05% | 553 | -14 | -2.5% | -$6,485 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.23万 | 0.05% | 4,200 | -321 | -7.1% | -$2.00万 | 减仓 |
| WTAI | WISDOMTREE TR | $26.45万 | 0.05% | 9,370 | -89 | -0.9% | -$2,512 | 减仓 |
| IQLT | ISHARES TR | $26.71万 | 0.05% | 5,777 | -51 | -0.9% | -$2,358 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.01万 | 0.05% | 940 | -155 | -14.2% | -$4.45万 | 减仓 |
| ITOT | ISHARES TR | $27.25万 | 0.05% | 1,913 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $27.26万 | 0.05% | 1,310 | -5 | -0.4% | -$1,040 | 减仓 |
| SCZ | ISHARES TR | $27.47万 | 0.05% | 3,504 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $27.67万 | 0.05% | 753 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $28.13万 | 0.05% | 856 | 65 | 8.2% | $2.14万 | 加仓 |
| GIS | GENERAL MILLS INC | $28.20万 | 0.05% | 7,577 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $28.52万 | 0.05% | 1,313 | 80 | 6.5% | $1.74万 | 加仓 |
| STT | STATE STR CORP | $28.72万 | 0.05% | 2,269 | -5 | -0.2% | -$633 | 减仓 |
| IWS | ISHARES TR | $28.77万 | 0.05% | 1,974 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.98万 | 0.05% | 1,282 | 71 | 5.9% | $1.60万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.75万 | 0.05% | 762 | 30 | 4.1% | $1.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $29.89万 | 0.05% | 3,336 | 51 | 1.6% | $4,569 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $30.51万 | 0.05% | 3,593 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $30.53万 | 0.05% | 1,769 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $30.79万 | 0.05% | 364 | 213 | 141.1% | $18.02万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $30.97万 | 0.06% | 3,492 | -151 | -4.1% | -$1.34万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $31.06万 | 0.06% | 1,065 | -6 | -0.6% | -$1,750 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $31.08万 | 0.06% | 866 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $31.39万 | 0.06% | 2,141 | 2 | 0.1% | $293 | 加仓 |
| LH | LABCORP HOLDINGS INC | $31.59万 | 0.06% | 1,184 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $31.64万 | 0.06% | 13,568 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $31.65万 | 0.06% | 3,188 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $31.86万 | 0.06% | 1,101 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $31.90万 | 0.06% | 5,208 | 1,200 | 29.9% | $7.35万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.00万 | 0.06% | 927 | -2 | -0.2% | -$690 | 减仓 |
| VCR | VANGUARD WORLD FD | $32.78万 | 0.06% | 913 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $32.79万 | 0.06% | 3,501 | -18 | -0.5% | -$1,686 | 减仓 |
| IYW | ISHARES TR | $34.40万 | 0.06% | 1,896 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $34.80万 | 0.06% | 4,597 | 70 | 1.5% | $5,300 | 加仓 |
| XSOE | WISDOMTREE TR | $35.50万 | 0.06% | 8,853 | 2,524 | 39.9% | $10.12万 | 加仓 |
| COR | CENCORA INC | $35.65万 | 0.06% | 1,135 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $35.67万 | 0.06% | 6,789 | -465 | -6.4% | -$2.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.86万 | 0.06% | 1,061 | 56 | 5.6% | $1.89万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $35.90万 | 0.06% | 7,214 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $35.91万 | 0.06% | 9,815 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $36.71万 | 0.07% | 4,679 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $37.23万 | 0.07% | 2,400 | -20 | -0.8% | -$3,102 | 减仓 |
| EXC | EXELON CORP | $37.63万 | 0.07% | 7,676 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.85万 | 0.07% | 770 | 15 | 2.0% | $7,373 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.22万 | 0.07% | 4,821 | 2,106 | 77.6% | $16.69万 | 加仓 |
| DGRO | ISHARES TR | $38.30万 | 0.07% | 5,458 | 31 | 0.6% | $2,176 | 加仓 |
| VIS | VANGUARD WORLD FD | $38.34万 | 0.07% | 1,228 | -1 | -0.1% | -$312 | 减仓 |
| LOW | LOWES COS INC | $38.94万 | 0.07% | 1,648 | -108 | -6.2% | -$2.55万 | 减仓 |
| IEF | ISHARES TR | $40.03万 | 0.07% | 4,194 | 4,129 | 6,352.3% | $39.41万 | 加仓 |
| URI | UNITED RENTALS INC | $40.29万 | 0.07% | 553 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $40.58万 | 0.07% | 4,220 | -160 | -3.7% | -$1.54万 | 减仓 |
| NVS | NOVARTIS AG | $40.62万 | 0.07% | 2,659 | 67 | 2.6% | $1.02万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $40.90万 | 0.07% | 1,352 | 105 | 8.4% | $3.18万 | 加仓 |
| GLD | SPDR GOLD TR | $41.52万 | 0.07% | 965 | 60 | 6.6% | $2.58万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $42.26万 | 0.08% | 5,221 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $42.40万 | 0.08% | 3,865 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $42.70万 | 0.08% | 5,537 | 899 | 19.4% | $6.93万 | 加仓 |
| IQDG | WISDOMTREE TR | $43.40万 | 0.08% | 10,811 | -26 | -0.2% | -$1,044 | 减仓 |
| MMM | 3M CO | $43.60万 | 0.08% | 3,002 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $44.18万 | 0.08% | 1,821 | 38 | 2.1% | $9,220 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $44.70万 | 0.08% | 10,585 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $45.01万 | 0.08% | 21,399 | 2,404 | 12.7% | $5.06万 | 加仓 |
| QCOM | QUALCOMM INC | $45.11万 | 0.08% | 3,503 | -1 | -0.0% | -$129 | 减仓 |
| JSML | JANUS DETROIT STR TR | $45.58万 | 0.08% | 6,508 | 1,850 | 39.7% | $12.96万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $45.81万 | 0.08% | 4,649 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $46.10万 | 0.08% | 1,289 | 221 | 20.7% | $7.90万 | 加仓 |
| QUAL | ISHARES TR | $46.21万 | 0.08% | 2,409 | -11 | -0.5% | -$2,110 | 减仓 |
| DEM | WISDOMTREE TR | $46.46万 | 0.08% | 9,351 | 2 | 0.0% | $99 | 加仓 |
| C | CITIGROUP INC | $46.72万 | 0.08% | 4,120 | 148 | 3.7% | $1.68万 | 加仓 |