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 |
|---|---|---|---|---|---|---|---|---|
| DLTR | DOLLAR TREE INC | $2.65万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.69万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2.71万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $2.73万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $2.73万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2.74万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2.77万 | 0.00% | 753 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.78万 | 0.00% | 213 | 71 | 50.0% | $9,273 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2.80万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.81万 | 0.00% | 137 | -26 | -16.0% | -$5,331 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $2.81万 | 0.00% | 1,280 | 38 | 3.1% | $835 | 加仓 |
| DOW | DOW HLDGS INC | $2.82万 | 0.00% | 1,031 | -21 | -2.0% | -$575 | 减仓 |
| PGEN | PRECIGEN INC | $2.85万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2.86万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2.91万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $2.92万 | 0.00% | 282 | 54 | 23.7% | $5,597 | 加仓 |
| GSK | GSK PLC | $2.94万 | 0.00% | 560 | -84 | -13.0% | -$4,403 | 减仓 |
| STLD | STEEL DYNAMICS INC | $2.94万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $2.96万 | 0.00% | 1,650 | 900 | 120.0% | $1.61万 | 加仓 |
| XT | ISHARES TR | $2.97万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $2.98万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $3.00万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $3.03万 | 0.00% | 2,868 | 2,868 | — | $3.03万 | 新建仓 |
| EMB | ISHARES TR | $3.03万 | 0.00% | 314 | -3 | -0.9% | -$290 | 减仓 |
| CMC | COMMERCIAL METALS CO | $3.04万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $3.05万 | 0.01% | 317 | -35 | -9.9% | -$3,373 | 减仓 |
| SITM | SITIME CORP | $3.06万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $3.10万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $3.11万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $3.12万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $3.13万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $3.14万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3.18万 | 0.01% | 118 | 14 | 13.5% | $3,774 | 加仓 |
| HROW | HARROW INC | $3.19万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.20万 | 0.01% | 187 | 187 | — | $3.20万 | 新建仓 |
| — | ISHARES TR | $3.22万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $3.25万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $3.25万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| — | BARON ETF TR | $3.25万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DK | DELEK US HLDGS INC NEW | $3.25万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $3.26万 | 0.01% | 392 | -49 | -11.1% | -$4,070 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $3.27万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.28万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $3.29万 | 0.01% | 812 | 276 | 51.5% | $1.12万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.31万 | 0.01% | 113 | -101 | -47.2% | -$2.96万 | 减仓 |
| RIO | RIO TINTO PLC | $3.32万 | 0.01% | 350 | -202 | -36.6% | -$1.92万 | 减仓 |
| HACK | AMPLIFY ETF TR | $3.33万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3.35万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $3.35万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $3.35万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $3.36万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $3.36万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $3.38万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $3.42万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $3.49万 | 0.01% | 1,142 | -149 | -11.5% | -$4,549 | 减仓 |
| SAP | SAP SE | $3.50万 | 0.01% | 227 | -85 | -27.2% | -$1.31万 | 减仓 |
| IMTM | ISHARES TR | $3.50万 | 0.01% | 657 | 657 | — | $3.50万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $3.51万 | 0.01% | 486 | 400 | 465.1% | $2.89万 | 加仓 |
| IBTG | ISHARES TR | $3.51万 | 0.01% | 1,535 | 1,535 | — | $3.51万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $3.52万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $3.53万 | 0.01% | 715 | 1 | 0.1% | $49 | 加仓 |
| ARM | ARM HOLDINGS PLC | $3.55万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $3.55万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $3.60万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| CRUX | COLUMBIA ETF TR I | $3.60万 | 0.01% | 1,202 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3.65万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $3.66万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $3.66万 | 0.01% | 526 | 4 | 0.8% | $278 | 加仓 |
| MLPX | GLOBAL X FDS | $3.68万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3.69万 | 0.01% | 1,953 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $3.71万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.72万 | 0.01% | 73 | -10 | -12.0% | -$5,093 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.74万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $3.77万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $3.77万 | 0.01% | 841 | -581 | -40.9% | -$2.61万 | 减仓 |
| UBS | UBS GROUP AG | $3.83万 | 0.01% | 773 | -215 | -21.8% | -$1.07万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3.87万 | 0.01% | 434 | 417 | 2,452.9% | $3.72万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3.88万 | 0.01% | 312 | -2,174 | -87.4% | -$27.05万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3.89万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3.90万 | 0.01% | 205 | -43 | -17.3% | -$8,191 | 减仓 |
| FXY | INVESCO CURRENCYSHARES | $3.92万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| CFA | VICTORY PORTFOLIOS II | $3.95万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $3.99万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.99万 | 0.01% | 924 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3.99万 | 0.01% | 426 | 200 | 88.5% | $1.87万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4.01万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $4.05万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $4.05万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $4.06万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $4.10万 | 0.01% | 394 | -54 | -12.1% | -$5,614 | 减仓 |
| MTRN | MATERION CORP | $4.10万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $4.11万 | 0.01% | 552 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $4.14万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $4.19万 | 0.01% | 1,346 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $4.22万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $4.23万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| ECOW | PACER FDS TR | $4.23万 | 0.01% | 1,595 | 1,595 | — | $4.23万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $4.25万 | 0.01% | 1,179 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $4.29万 | 0.01% | 293 | -63 | -17.7% | -$9,217 | 减仓 |
| SO | SOUTHERN CO | $4.30万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |