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 |
|---|---|---|---|---|---|---|---|---|
| DLO | DLOCAL LTD | $1,741 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1,757 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $1,765 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $1,772 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1,780 | 0.00% | 54 | 54 | — | $1,780 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,782 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $1,788 | 0.00% | 26 | -66 | -71.7% | -$4,539 | 减仓 |
| CCI | CROWN CASTLE INC | $1,818 | 0.00% | 24 | -39 | -61.9% | -$2,954 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $1,871 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1,876 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $1,908 | 0.00% | 47 | -3,313 | -98.6% | -$13.45万 | 减仓 |
| ASIX | ADVANSIX INC | $1,928 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE CAP CORP | $1,942 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $1,950 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1,965 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC | $1,966 | 0.00% | 100 | 100 | — | $1,966 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $1,972 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC | $1,984 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $2,016 | 0.00% | 78 | 78 | — | $2,016 | 新建仓 |
| TRN | TRINITY INDS INC | $2,040 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EYLD | CAMBRIA ETF TR | $2,043 | 0.00% | 45 | 45 | — | $2,043 | 新建仓 |
| TDC | TERADATA CORP DEL | $2,044 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $2,047 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $2,066 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $2,080 | 0.00% | 5 | -1,096 | -99.5% | -$45.59万 | 减仓 |
| — | AVANOS MED INC | $2,096 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $2,106 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $2,114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $2,132 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $2,179 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $2,192 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,194 | 0.00% | 40 | 40 | — | $2,194 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2,239 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $2,248 | 0.00% | 50 | 50 | — | $2,248 | 新建仓 |
| TXT | TEXTRON INC | $2,293 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $2,313 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,362 | 0.00% | 86 | 86 | — | $2,362 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $2,365 | 0.00% | 500 | 500 | — | $2,365 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $2,371 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $2,384 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2,388 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $2,411 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,455 | 0.00% | 58 | 58 | — | $2,455 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,479 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $2,485 | 0.00% | 17 | -50 | -74.6% | -$7,309 | 减仓 |
| FLO | FLOWERS FOODS INC | $2,504 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $2,506 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $2,536 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $2,571 | 0.00% | 67 | 67 | — | $2,571 | 新建仓 |
| LTC | LTC PPTYS INC | $2,576 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $2,596 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $2,654 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,661 | 0.00% | 54 | 54 | — | $2,661 | 新建仓 |
| CC | CHEMOURS CO | $2,668 | 0.00% | 130 | -337 | -72.2% | -$6,916 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $2,720 | 0.00% | 32 | 32 | — | $2,720 | 新建仓 |
| HAUZ | DBX ETF TR | $2,758 | 0.00% | 123 | 4 | 3.4% | $90 | 加仓 |
| GDX | VANECK ETF TRUST | $2,792 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | AXIA ENERGIA SA | $2,796 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $2,796 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $2,813 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BBHL | BBH TR | $2,819 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $2,834 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2,884 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $2,884 | 0.00% | 350 | 350 | — | $2,884 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $2,890 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $2,916 | 0.00% | 35 | -99 | -73.9% | -$8,248 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $2,964 | 0.00% | 43 | -178 | -80.5% | -$1.23万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $3,008 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $3,030 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $3,042 | 0.00% | 40 | 40 | — | $3,042 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,073 | 0.00% | 50 | 50 | — | $3,073 | 新建仓 |
| TPR | TAPESTRY INC | $3,074 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $3,086 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $3,177 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,183 | 0.00% | 68 | -664 | -90.7% | -$3.11万 | 减仓 |
| APA | APA CORPORATION | $3,257 | 0.00% | 100 | 100 | — | $3,257 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $3,310 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $3,320 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $3,330 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $3,340 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $3,354 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $3,360 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $3,389 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $3,406 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $3,411 | 0.00% | 1,516 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $3,424 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $3,441 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $3,452 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $3,496 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $3,510 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $3,515 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $3,535 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $3,539 | 0.00% | 36 | -60 | -62.5% | -$5,898 | 减仓 |
| MRNA | MODERNA INC | $3,572 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $3,601 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $3,611 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $3,633 | 0.00% | 300 | 300 | — | $3,633 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $3,709 | 0.00% | 39 | -151 | -79.5% | -$1.44万 | 减仓 |
| — | TIDAL TRUST I | $3,724 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $3,730 | 0.00% | 33 | 0 | 0.0% | — | 不变 |