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 |
|---|---|---|---|---|---|---|---|---|
| ESML | ISHARES TR | $47.02万 | 0.08% | 10,000 | 4,480 | 81.2% | $21.06万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $47.10万 | 0.08% | 18,372 | 17,814 | 3,192.5% | $45.67万 | 加仓 |
| IWO | ISHARES TR | $47.26万 | 0.08% | 1,506 | 117 | 8.4% | $3.67万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $48.15万 | 0.09% | 7,939 | 183 | 2.4% | $1.11万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $48.32万 | 0.09% | 19,524 | -1,747 | -8.2% | -$4.32万 | 减仓 |
| FISV | FISERV INC | $48.88万 | 0.09% | 8,759 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $49.29万 | 0.09% | 2,486 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $49.37万 | 0.09% | 4,900 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $49.46万 | 0.09% | 8,710 | 504 | 6.1% | $2.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.90万 | 0.09% | 2,453 | 400 | 19.5% | $8.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.39万 | 0.09% | 2,343 | 72 | 3.2% | $1.55万 | 加仓 |
| SONY | SONY GROUP CORP | $51.47万 | 0.09% | 24,867 | 602 | 2.5% | $1.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.52万 | 0.09% | 1,967 | 2 | 0.1% | $524 | 加仓 |
| BLK | BLACKROCK INC | $52.51万 | 0.09% | 546 | 4 | 0.7% | $3,847 | 加仓 |
| IJS | ISHARES TR | $53.11万 | 0.09% | 4,484 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $53.80万 | 0.10% | 3,269 | 229 | 7.5% | $3.77万 | 加仓 |
| AMGN | AMGEN INC | $54.36万 | 0.10% | 1,545 | 378 | 32.4% | $13.30万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $54.42万 | 0.10% | 9,601 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $55.83万 | 0.10% | 5,748 | 821 | 16.7% | $7.97万 | 加仓 |
| YUM | YUM BRANDS INC | $56.08万 | 0.10% | 3,607 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $56.43万 | 0.10% | 4,986 | 328 | 7.0% | $3.71万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $56.68万 | 0.10% | 11,480 | 11 | 0.1% | $543 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $57.43万 | 0.10% | 1,756 | -66 | -3.6% | -$2.16万 | 减仓 |
| RWR | SPDR SERIES TRUST | $57.86万 | 0.10% | 5,730 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $57.87万 | 0.10% | 12,897 | 2,580 | 25.0% | $11.58万 | 加仓 |
| IWN | ISHARES TR | $58.05万 | 0.10% | 3,062 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $58.80万 | 0.10% | 4,029 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $59.20万 | 0.11% | 4,248 | -10 | -0.2% | -$1,394 | 减仓 |
| IJK | ISHARES TR | $60.16万 | 0.11% | 5,979 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $61.31万 | 0.11% | 6,361 | -10 | -0.2% | -$964 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $61.32万 | 0.11% | 28,277 | 4,612 | 19.5% | $10.00万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $62.53万 | 0.11% | 7,557 | 1,362 | 22.0% | $11.27万 | 加仓 |
| D | DOMINION ENERGY INC | $65.29万 | 0.12% | 10,562 | -18 | -0.2% | -$1,113 | 减仓 |
| TOL | TOLL BROTHERS INC | $67.24万 | 0.12% | 4,927 | 54 | 1.1% | $7,369 | 加仓 |
| WMT | WALMART INC | $68.02万 | 0.12% | 5,473 | 476 | 9.5% | $5.92万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $68.26万 | 0.12% | 3,704 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $70.61万 | 0.13% | 3,344 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $71.24万 | 0.13% | 14,112 | 3,178 | 29.1% | $16.04万 | 加仓 |
| IEFA | ISHARES TR | $71.76万 | 0.13% | 7,926 | 330 | 4.3% | $2.99万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $72.34万 | 0.13% | 14,189 | 10,022 | 240.5% | $51.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.60万 | 0.13% | 13,432 | 856 | 6.8% | $4.63万 | 加仓 |
| IJH | ISHARES TR | $73.29万 | 0.13% | 10,853 | -420 | -3.7% | -$2.84万 | 减仓 |
| LLY | ELI LILLY & CO | $74.87万 | 0.13% | 814 | 41 | 5.3% | $3.77万 | 加仓 |
| REGL | PROSHARES TR | $75.51万 | 0.13% | 8,739 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $75.74万 | 0.13% | 13,139 | -306 | -2.3% | -$1.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.60万 | 0.14% | 3,160 | 72 | 2.3% | $1.75万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $76.64万 | 0.14% | 31,595 | 7,235 | 29.7% | $17.55万 | 加仓 |
| ISCV | ISHARES TR | $76.68万 | 0.14% | 11,031 | 282 | 2.6% | $1.96万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $76.74万 | 0.14% | 30,535 | 6,985 | 29.7% | $17.55万 | 加仓 |
| GLW | CORNING INC | $76.86万 | 0.14% | 5,653 | -500 | -8.1% | -$6.80万 | 减仓 |
| IJR | ISHARES TR | $77.75万 | 0.14% | 6,254 | -106 | -1.7% | -$1.32万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $77.93万 | 0.14% | 15,471 | 6,752 | 77.4% | $34.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $79.55万 | 0.14% | 1,592 | 115 | 7.8% | $5.75万 | 加仓 |
| META | META PLATFORMS INC | $79.87万 | 0.14% | 1,396 | 61 | 4.6% | $3.49万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $80.00万 | 0.14% | 7,253 | 3,196 | 78.8% | $35.25万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $80.42万 | 0.14% | 2,972 | -85 | -2.8% | -$2.30万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $80.83万 | 0.14% | 10,560 | 573 | 5.7% | $4.39万 | 加仓 |
| AZN | ASTRAZENECA PLC | $81.81万 | 0.15% | 4,224 | 4,224 | — | $81.81万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.10万 | 0.15% | 834 | 115 | 16.0% | $11.46万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $83.58万 | 0.15% | 49,989 | 1,209 | 2.5% | $2.02万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $84.08万 | 0.15% | 17,351 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $84.37万 | 0.15% | 9,219 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $85.29万 | 0.15% | 4,569 | 21 | 0.5% | $3,920 | 加仓 |
| GEV | GE VERNOVA INC | $85.54万 | 0.15% | 980 | 2 | 0.2% | $1,746 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $87.62万 | 0.16% | 28,560 | 3,220 | 12.7% | $9.88万 | 加仓 |
| V | VISA INC | $87.83万 | 0.16% | 2,906 | 130 | 4.7% | $3.93万 | 加仓 |
| ILCV | ISHARES TR | $88.32万 | 0.16% | 9,482 | 275 | 3.0% | $2.56万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $89.36万 | 0.16% | 23,835 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $90.24万 | 0.16% | 1,493 | -181 | -10.8% | -$10.94万 | 减仓 |
| HSY | HERSHEY CO | $90.68万 | 0.16% | 4,362 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $91.01万 | 0.16% | 40,695 | 6,921 | 20.5% | $15.48万 | 加仓 |
| FULT | FULTON FINL CORP PA | $91.19万 | 0.16% | 44,833 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $91.99万 | 0.16% | 18,870 | 9 | 0.0% | $439 | 加仓 |
| VBK | VANGUARD INDEX FDS | $92.43万 | 0.16% | 3,058 | 78 | 2.6% | $2.36万 | 加仓 |
| T | AT&T INC | $92.52万 | 0.16% | 31,915 | 286 | 0.9% | $8,291 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $92.82万 | 0.17% | 3,324 | -661 | -16.6% | -$18.46万 | 减仓 |
| IEMG | ISHARES INC | $94.88万 | 0.17% | 13,604 | 1,756 | 14.8% | $12.25万 | 加仓 |
| IWP | ISHARES TR | $96.15万 | 0.17% | 7,505 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $97.79万 | 0.17% | 15,301 | 11,292 | 281.7% | $72.17万 | 加仓 |
| IJT | ISHARES TR | $99.79万 | 0.18% | 6,896 | -20 | -0.3% | -$2,894 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $100.15万 | 0.18% | 32,825 | 52 | 0.2% | $1,587 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $100.94万 | 0.18% | 8,784 | 1,649 | 23.1% | $18.95万 | 加仓 |
| ICOW | PACER FDS TR | $101.45万 | 0.18% | 23,905 | 2,280 | 10.5% | $9.68万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $101.51万 | 0.18% | 25,209 | 1,407 | 5.9% | $5.67万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $102.77万 | 0.18% | 3,581 | -2 | -0.1% | -$574 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $105.19万 | 0.19% | 41,385 | 6,885 | 20.0% | $17.50万 | 加仓 |
| IWM | ISHARES TR | $106.14万 | 0.19% | 4,280 | -9 | -0.2% | -$2,232 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $106.20万 | 0.19% | 23,264 | 127 | 0.5% | $5,798 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $109.37万 | 0.19% | 15,647 | 518 | 3.4% | $3.62万 | 加仓 |
| RTX | RTX CORPORATION | $109.45万 | 0.19% | 5,674 | 82 | 1.5% | $1.58万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $110.72万 | 0.20% | 24,280 | -68 | -0.3% | -$3,101 | 减仓 |
| HD | HOME DEPOT INC | $111.28万 | 0.20% | 3,383 | 443 | 15.1% | $14.57万 | 加仓 |
| MCO | MOODYS CORP | $111.85万 | 0.20% | 2,564 | -2 | -0.1% | -$872 | 减仓 |
| MRBK | MERIDIAN CORP | $112.56万 | 0.20% | 59,366 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $113.37万 | 0.20% | 3,995 | 6 | 0.2% | $1,703 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $113.73万 | 0.20% | 60,947 | 3,544 | 6.2% | $6.61万 | 加仓 |
| ICVT | ISHARES TR | $115.31万 | 0.21% | 11,328 | -492 | -4.2% | -$5.01万 | 减仓 |
| BX | BLACKSTONE INC | $115.42万 | 0.21% | 10,038 | 25 | 0.2% | $2,875 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $122.79万 | 0.22% | 49,403 | 10,695 | 27.6% | $26.58万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $124.72万 | 0.22% | 16,587 | 261 | 1.6% | $1.96万 | 加仓 |