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 |
|---|---|---|---|---|---|---|---|---|
| EG | EVEREST GROUP LTD | $654 | 0.00% | 2 | -157 | -98.7% | -$5.13万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $659 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $662 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $667 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $668 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $672 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $676 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $684 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $694 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $706 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $713 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $721 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $726 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $728 | 0.00% | 2 | -1 | -33.3% | -$364 | 减仓 |
| RAL | RALLIANT CORP | $749 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $760 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $760 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DPG | DUFF & PHELPS UTLITY AND INF | $765 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $773 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $776 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $788 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $792 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $827 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| — | CERAGON NETWORKS LTD | $832 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $850 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $857 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FWD | AB ACTIVE ETFS INC | $868 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $893 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $899 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $901 | 0.00% | 13 | -9 | -40.9% | -$624 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $906 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $912 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $956 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $966 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $974 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $990 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $994 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $1,021 | 0.00% | 23 | -354 | -93.9% | -$1.57万 | 减仓 |
| IAT | ISHARES TR | $1,023 | 0.00% | 19 | -59 | -75.6% | -$3,177 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,029 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1,038 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1,051 | 0.00% | 10 | -7 | -41.2% | -$736 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $1,077 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $1,084 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,088 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FTSD | FRANKLIN ETF TR | $1,089 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $1,096 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $1,107 | 0.00% | 10 | 10 | — | $1,107 | 新建仓 |
| FLR | FLUOR CORP | $1,120 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1,123 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1,134 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LXEO | LEXEO THERAPEUTICS INC | $1,148 | 0.00% | 200 | 200 | — | $1,148 | 新建仓 |
| UA | UNDER ARMOUR INC | $1,158 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $1,180 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $1,181 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $1,186 | 0.00% | 38 | -71 | -65.1% | -$2,216 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,201 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $1,243 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $1,250 | 0.00% | 49 | -20 | -29.0% | -$510 | 减仓 |
| WRB | BERKLEY W R CORP | $1,259 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $1,264 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $1,266 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1,266 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $1,268 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1,292 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $1,292 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $1,297 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $1,309 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $1,331 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ADVISORS INNER CIRCLE FD | $1,349 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | MFS CHARTER INCOME TR | $1,379 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $1,391 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $1,415 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $1,415 | 0.00% | 25 | 25 | — | $1,415 | 新建仓 |
| TRP | TC ENERGY CORP | $1,436 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $1,442 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | AMICUS THERAPEUTIC | $1,446 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $1,450 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1,453 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $1,453 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1,481 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $1,490 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $1,491 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $1,505 | 0.00% | 20 | -12 | -37.5% | -$903 | 减仓 |
| TDC | TERADATA CORP DEL | $1,512 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $1,512 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $1,520 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $1,541 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,548 | 0.00% | 26 | -13 | -33.3% | -$774 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $1,587 | 0.00% | 32 | -46 | -59.0% | -$2,281 | 减仓 |
| RELX | RELX PLC | $1,624 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,630 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1,631 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $1,632 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $1,639 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $1,671 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $1,682 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $1,684 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $1,686 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE CAP CORP | $1,735 | 0.00% | 100 | 0 | 0.0% | — | 不变 |