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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | $60.55万 | 0.10% | 4,430 | -54 | -1.2% | -$7,381 | 减仓 |
| WMT | WALMART INC | $60.76万 | 0.10% | 5,365 | -108 | -2.0% | -$1.22万 | 减仓 |
| SDY | SPDR SERIES TRUST | $61.31万 | 0.10% | 4,029 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $61.77万 | 0.10% | 5,257 | -722 | -12.1% | -$8.48万 | 减仓 |
| C | CITIGROUP INC | $62.09万 | 0.10% | 4,436 | 316 | 7.7% | $4.42万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $62.39万 | 0.10% | 11,046 | 1,445 | 15.1% | $8.16万 | 加仓 |
| URI | UNITED RENTALS INC | $62.65万 | 0.10% | 553 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $63.31万 | 0.10% | 626 | 262 | 72.0% | $26.50万 | 加仓 |
| MS | MORGAN STANLEY | $63.64万 | 0.10% | 3,044 | -225 | -6.9% | -$4.70万 | 减仓 |
| QCOM | QUALCOMM INC | $64.60万 | 0.11% | 3,496 | -7 | -0.2% | -$1,294 | 减仓 |
| RWR | SPDR SERIES TRUST | $64.73万 | 0.11% | 5,730 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $65.27万 | 0.11% | 12,897 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $66.86万 | 0.11% | 12,472 | 992 | 8.6% | $5.32万 | 加仓 |
| IWN | ISHARES TR | $67.73万 | 0.11% | 3,062 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $68.15万 | 0.11% | 3,449 | -255 | -6.9% | -$5.04万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $68.40万 | 0.11% | 31,456 | 3,179 | 11.2% | $6.91万 | 加仓 |
| BAC | BANK OF AMER CORP | $69.88万 | 0.11% | 12,264 | -6,606 | -35.0% | -$37.64万 | 减仓 |
| CRM | SALESFORCE INC | $70.56万 | 0.12% | 4,504 | -65 | -1.4% | -$1.02万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $71.69万 | 0.12% | 25,714 | 18,474 | 255.2% | $51.51万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $72.08万 | 0.12% | 38,807 | -22,140 | -36.3% | -$41.13万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $72.29万 | 0.12% | 27,717 | 9,345 | 50.9% | $24.37万 | 加仓 |
| CAT | CATERPILLAR INC | $73.27万 | 0.12% | 688 | -2,001 | -74.4% | -$213.09万 | 减仓 |
| META | META PLATFORMS INC | $73.40万 | 0.12% | 1,303 | -93 | -6.7% | -$5.24万 | 减仓 |
| INTC | INTEL CORP | $74.93万 | 0.12% | 5,366 | 100 | 1.9% | $1.40万 | 加仓 |
| IVE | ISHARES TR | $74.93万 | 0.12% | 3,300 | -44 | -1.3% | -$9,991 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $76.02万 | 0.12% | 13,143 | 4 | 0.0% | $231 | 加仓 |
| HSY | HERSHEY CO | $76.53万 | 0.13% | 4,362 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $76.81万 | 0.13% | 7,953 | 27 | 0.3% | $2,608 | 加仓 |
| JSML | JANUS DETROIT STR TR | $77.03万 | 0.13% | 8,278 | 1,770 | 27.2% | $16.47万 | 加仓 |
| REGL | PROSHARES TR | $77.96万 | 0.13% | 8,514 | -225 | -2.6% | -$2.06万 | 减仓 |
| AZN | ASTRAZENECA PLC | $78.34万 | 0.13% | 4,187 | -37 | -0.9% | -$6,923 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $78.43万 | 0.13% | 13,182 | -930 | -6.6% | -$5.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $80.84万 | 0.13% | 1,574 | -18 | -1.1% | -$9,245 | 减仓 |
| TOL | TOLL BROTHERS INC | $81.17万 | 0.13% | 4,927 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $82.39万 | 0.13% | 3,317 | -7 | -0.2% | -$1,739 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $82.91万 | 0.14% | 21,643 | -3,566 | -14.1% | -$13.66万 | 减仓 |
| IJH | ISHARES TR | $82.92万 | 0.14% | 10,753 | -100 | -0.9% | -$7,711 | 减仓 |
| ISCV | ISHARES TR | $86.24万 | 0.14% | 11,012 | -19 | -0.2% | -$1,488 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.73万 | 0.14% | 3,084 | -76 | -2.4% | -$2.14万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $86.84万 | 0.14% | 33,875 | 3,340 | 10.9% | $8.56万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $87.81万 | 0.14% | 35,620 | 4,025 | 12.7% | $9.92万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $88.59万 | 0.15% | 17,546 | 2,075 | 13.4% | $10.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $90.64万 | 0.15% | 28,583 | 23 | 0.1% | $729 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $90.65万 | 0.15% | 969 | 135 | 16.2% | $12.63万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $91.51万 | 0.15% | 16,635 | -716 | -4.1% | -$3.94万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $91.81万 | 0.15% | 41,087 | 392 | 1.0% | $8,759 | 加仓 |
| SPYM | SPDR SERIES TRUST | $94.18万 | 0.15% | 10,717 | 157 | 1.5% | $1.38万 | 加仓 |
| IJR | ISHARES TR | $95.09万 | 0.16% | 6,411 | 157 | 2.5% | $2.33万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $95.46万 | 0.16% | 7,705 | 452 | 6.2% | $5.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $96.43万 | 0.16% | 16,155 | 2,723 | 20.3% | $16.25万 | 加仓 |
| V | VISA INC | $98.36万 | 0.16% | 2,867 | -39 | -1.3% | -$1.34万 | 减仓 |
| LLY | ELI LILLY & CO | $98.83万 | 0.16% | 824 | 10 | 1.2% | $1.20万 | 加仓 |
| CWB | SPDR SERIES TRUST | $99.40万 | 0.16% | 9,219 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $99.52万 | 0.16% | 23,905 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $102.90万 | 0.17% | 10,164 | 682 | 7.2% | $6.90万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $103.28万 | 0.17% | 24,394 | -6,866 | -22.0% | -$29.07万 | 减仓 |
| RTX | RTX CORPORATION | $103.88万 | 0.17% | 5,475 | -199 | -3.5% | -$3.78万 | 减仓 |
| IWP | ISHARES TR | $104.13万 | 0.17% | 7,112 | -393 | -5.2% | -$5.75万 | 减仓 |
| FULT | FULTON FINL CORP PA | $108.45万 | 0.18% | 44,833 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $111.59万 | 0.18% | 24,280 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $112.48万 | 0.18% | 9,559 | -479 | -4.8% | -$5.64万 | 减仓 |
| IEMG | ISHARES INC | $112.54万 | 0.18% | 13,586 | -18 | -0.1% | -$1,491 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $112.65万 | 0.18% | 3,581 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $115.01万 | 0.19% | 3,145 | 87 | 2.8% | $3.18万 | 加仓 |
| MCO | MOODYS CORP | $116.13万 | 0.19% | 2,564 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $117.00万 | 0.19% | 3,317 | -66 | -2.0% | -$2.33万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $118.21万 | 0.19% | 45,809 | 4,424 | 10.7% | $11.42万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $118.80万 | 0.19% | 23,577 | 313 | 1.3% | $1.58万 | 加仓 |
| MRBK | MERIDIAN CORP | $118.91万 | 0.19% | 59,366 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $118.95万 | 0.19% | 15,726 | 79 | 0.5% | $5,976 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $122.44万 | 0.20% | 2,946 | -26 | -0.9% | -$1.08万 | 减仓 |
| TJX | TJX COS INC NEW | $122.81万 | 0.20% | 8,106 | 20 | 0.2% | $3,030 | 加仓 |
| IJT | ISHARES TR | $123.16万 | 0.20% | 6,896 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $124.96万 | 0.20% | 4,159 | -121 | -2.8% | -$3.64万 | 减仓 |
| PFE | PFIZER INC | $126.22万 | 0.21% | 52,416 | -7,942 | -13.2% | -$19.12万 | 减仓 |
| GEV | GE VERNOVA INC | $126.30万 | 0.21% | 1,075 | 95 | 9.7% | $11.16万 | 加仓 |
| PEP | PEPSICO INC | $133.88万 | 0.22% | 9,888 | -37 | -0.4% | -$5,010 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $136.98万 | 0.22% | 2,358 | -95 | -3.9% | -$5.52万 | 减仓 |
| KO | COCA COLA CO | $137.34万 | 0.22% | 16,899 | -4,920 | -22.5% | -$39.98万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $137.48万 | 0.23% | 54,685 | 5,282 | 10.7% | $13.28万 | 加仓 |
| MPC | MARATHON PETE CORP | $137.50万 | 0.23% | 5,378 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $137.64万 | 0.23% | 8,710 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $137.91万 | 0.23% | 11,328 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $144.39万 | 0.24% | 5,653 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $144.46万 | 0.24% | 12,299 | -6,750 | -35.4% | -$79.29万 | 减仓 |
| CVX | CHEVRON CORPORATION | $145.74万 | 0.24% | 8,792 | -1,001 | -10.2% | -$16.59万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $146.09万 | 0.24% | 63,641 | -782 | -1.2% | -$1.80万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $146.82万 | 0.24% | 13,098 | -2,739 | -17.3% | -$30.70万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $147.31万 | 0.24% | 11,530 | 2,746 | 31.3% | $35.08万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.25% | 2 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $150.97万 | 0.25% | 71,944 | -33,770 | -31.9% | -$70.87万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $152.80万 | 0.25% | 26,496 | -81 | -0.3% | -$4,671 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $158.27万 | 0.26% | 22,213 | 86 | 0.4% | $6,127 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $158.62万 | 0.26% | 17,605 | 1,018 | 6.1% | $9.17万 | 加仓 |
| IWB | ISHARES TR | $158.89万 | 0.26% | 3,880 | 225 | 6.2% | $9.21万 | 加仓 |
| VV | VANGUARD INDEX FDS | $159.61万 | 0.26% | 4,641 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $161.89万 | 0.27% | 3,849 | -150 | -3.8% | -$6.31万 | 减仓 |
| GE | GE AEROSPACE | $162.68万 | 0.27% | 4,353 | 358 | 9.0% | $13.38万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $163.64万 | 0.27% | 24,214 | 8,913 | 58.3% | $60.23万 | 加仓 |
| DTD | WISDOMTREE TR | $163.99万 | 0.27% | 17,587 | 700 | 4.1% | $6.53万 | 加仓 |