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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $6,416 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $6,477 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $6,505 | 0.00% | 100 | 100 | — | $6,505 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $6,516 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $6,520 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $6,665 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $6,669 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $6,730 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $6,828 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I | $6,929 | 0.00% | 150 | 150 | — | $6,929 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $6,936 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO EXCH TRADED FD TR II | $6,950 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $7,016 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP | $7,018 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $7,045 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $7,115 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $7,171 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $7,191 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $7,197 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $7,201 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $7,281 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $7,357 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $7,384 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $7,427 | 0.00% | 41 | 41 | — | $7,427 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $7,433 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $7,457 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $7,528 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $7,530 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $7,532 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $7,544 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $7,600 | 0.00% | 500 | 500 | — | $7,600 | 新建仓 |
| ZS | ZSCALER INC | $7,622 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $7,639 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $7,655 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $7,666 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $7,706 | 0.00% | 214 | 5 | 2.4% | $180 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $7,726 | 0.00% | 716 | 500 | 231.5% | $5,395 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $7,764 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $7,832 | 0.00% | 216 | 74 | 52.1% | $2,683 | 加仓 |
| IDXX | IDEXX LABS INC | $7,897 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $7,954 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $8,058 | 0.00% | 103 | -514 | -83.3% | -$4.02万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $8,103 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $8,139 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8,150 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $8,151 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $8,162 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $8,180 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $8,236 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8,310 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $8,340 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $8,343 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $8,350 | 0.00% | 500 | 467 | 1,415.2% | $7,799 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $8,377 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $8,569 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $8,570 | 0.00% | 177 | -218 | -55.2% | -$1.06万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $8,609 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $8,617 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $8,642 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $8,710 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| PDM | PIEDMONT REALTY TRUST INC | $8,894 | 0.00% | 972 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $8,964 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $8,969 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $8,987 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $8,994 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| CTS | CTS CORP | $9,061 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $9,069 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $9,082 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC | $9,084 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $9,117 | 0.00% | 385 | 4 | 1.0% | $95 | 加仓 |
| HUBS | HUBSPOT INC | $9,126 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $9,137 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $9,221 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $9,305 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $9,321 | 0.00% | 280 | -25 | -8.2% | -$832 | 减仓 |
| HLN | HALEON PLC | $9,330 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $9,338 | 0.00% | 226 | 84 | 59.2% | $3,471 | 加仓 |
| RITM | RITHM CAPITAL CORP | $9,390 | 0.00% | 1,000 | 1,000 | — | $9,390 | 新建仓 |
| VEEV | VEEVA SYS INC | $9,406 | 0.00% | 53 | 3 | 6.0% | $532 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $9,424 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $9,426 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $9,443 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $9,460 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $9,528 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $9,542 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $9,556 | 0.00% | 500 | 500 | — | $9,556 | 新建仓 |
| ARTY | ISHARES TR | $9,596 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $9,679 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $9,682 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $9,757 | 0.00% | 368 | -2,520 | -87.3% | -$6.68万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $9,763 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $9,764 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $9,781 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $9,843 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $9,876 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $9,927 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.00万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $1.01万 | 0.00% | 132 | -1,160 | -89.8% | -$8.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.01万 | 0.00% | 138 | -3,013 | -95.6% | -$22.12万 | 减仓 |
| O | REALTY INCOME CORP | $1.02万 | 0.00% | 164 | -336 | -67.2% | -$2.08万 | 减仓 |