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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $3,750 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $3,837 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $3,848 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $3,899 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $3,905 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOM FD | $3,960 | 0.00% | 1,000 | -1,254 | -55.6% | -$4,966 | 重新持有 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $4,002 | 0.00% | 92 | -316 | -77.5% | -$1.37万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4,003 | 0.00% | 90 | 90 | — | $4,003 | 新建仓 |
| OMC | OMNICOM GROUP INC | $4,006 | 0.00% | 55 | 18 | 48.6% | $1,311 | 加仓 |
| HR | HEALTHCARE RLTY TR | $4,034 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $4,039 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $4,074 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $4,092 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | STELLUS CAP INVT CORP | $4,210 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $4,214 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $4,240 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USNA | USANA HEALTH SCIENCES INC | $4,270 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $4,277 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| QLTY | GMO ETF TRUST | $4,287 | 0.00% | 103 | 103 | — | $4,287 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $4,288 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MDST | ULTIMUS MANAGERS TR | $4,324 | 0.00% | 150 | 150 | — | $4,324 | 新建仓 |
| WING | WINGSTOP INC | $4,335 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $4,347 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $4,350 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $4,373 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $4,379 | 0.00% | 29 | 29 | — | $4,379 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4,390 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $4,410 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $4,453 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $4,479 | 0.00% | 100 | 100 | — | $4,479 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $4,521 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $4,546 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC | $4,573 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $4,596 | 0.00% | 143 | 22 | 18.2% | $707 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4,626 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $4,678 | 0.00% | 22 | -22 | -50.0% | -$4,678 | 减仓 |
| LSTR | LANDSTAR SYS INC | $4,757 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $4,794 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4,816 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $4,824 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,825 | 0.00% | 5 | 5 | — | $4,825 | 新建仓 |
| ALAB | ASTERA LABS INC | $4,830 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FFA | FIRST TR ENHANCED EQUITY | $4,874 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $4,906 | 0.00% | 115 | -181 | -61.1% | -$7,722 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $4,961 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $4,976 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | RITHM PPTY TR INC | $4,981 | 0.00% | 200 | 200 | — | $4,981 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $4,993 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $5,066 | 0.00% | 52 | -52 | -50.0% | -$5,066 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $5,108 | 0.00% | 75 | 50 | 200.0% | $3,405 | 加仓 |
| BANF | BANCFIRST CORP | $5,112 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $5,140 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $5,188 | 0.00% | 212 | 100 | 89.3% | $2,447 | 加仓 |
| — | NUVEEN NY AMT FREE | $5,242 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| TRC | TEJON RANCH CO | $5,292 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $5,335 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET MTG DEFINED OP | $5,355 | 0.00% | 500 | 500 | — | $5,355 | 新建仓 |
| WDFC | WD 40 CO | $5,360 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WSTRN AST GLBL CORP OPP FD I | $5,365 | 0.00% | 500 | 500 | — | $5,365 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $5,367 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $5,383 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $5,388 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $5,389 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $5,412 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $5,439 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $5,450 | 0.00% | 500 | 411 | 461.8% | $4,480 | 加仓 |
| PLUG | PLUG PWR INC | $5,474 | 0.00% | 2,020 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $5,516 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $5,518 | 0.00% | 200 | 200 | — | $5,518 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $5,540 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $5,555 | 0.00% | 65 | 65 | — | $5,555 | 新建仓 |
| PCG | PG&E CORP | $5,618 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| HYMC | HYCROFT MINING HOLDING CORP | $5,639 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $5,640 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $5,674 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $5,714 | 0.00% | 200 | 200 | — | $5,714 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,730 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $5,733 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $5,753 | 0.00% | 17 | -9 | -34.6% | -$3,046 | 减仓 |
| KRUS | KURA SUSHI USA INC | $5,756 | 0.00% | 100 | -515 | -83.7% | -$2.96万 | 减仓 |
| OKLO | OKLO INC | $5,756 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $5,766 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $5,768 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $5,782 | 0.00% | 72 | 43 | 148.3% | $3,453 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $5,794 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL LKD OPP & I | $5,947 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $5,957 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $5,974 | 0.00% | 184 | 184 | — | $5,974 | 新建仓 |
| SKM | SK TELECOM CO LTD | $6,046 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $6,055 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC | $6,068 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $6,117 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $6,230 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $6,255 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $6,270 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $6,315 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6,367 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $6,376 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $6,394 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $6,397 | 0.00% | 83 | 0 | 0.0% | — | 不变 |