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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,557 | -100.0% | -$62.53万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -4,900 | -100.0% | -$49.37万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -4,194 | -100.0% | -$40.03万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,537 | -100.0% | -$21.99万 | 清仓 |
| FDLO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,427 | -100.0% | -$15.68万 | 清仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -12,536 | -100.0% | -$14.42万 | 清仓 |
| LVHD | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -2,600 | -100.0% | -$11.07万 | 清仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,373 | -100.0% | -$10.55万 | 清仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $0 | 0.00% | 0 | -7,132 | -100.0% | -$7.83万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -864 | -100.0% | -$6.53万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -644 | -100.0% | -$5.90万 | 清仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -2,620 | -100.0% | -$5.35万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -1,068 | -100.0% | -$5.28万 | 清仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $0 | 0.00% | 0 | -1,927 | -100.0% | -$5.26万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -993 | -100.0% | -$5.22万 | 清仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,111 | -100.0% | -$5.06万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -859 | -100.0% | -$4.57万 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -1,591 | -100.0% | -$4.57万 | 清仓 |
| BKAG | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.22万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,540 | -100.0% | -$4.05万 | 清仓 |
| — | PUTNAM MASTER INTER INCOME T | $0 | 0.00% | 0 | -9,500 | -100.0% | -$3.11万 | 清仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $0 | 0.00% | 0 | -1,435 | -100.0% | -$3.02万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -3,846 | -100.0% | -$2.97万 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $0 | 0.00% | 0 | -1,104 | -100.0% | -$2.94万 | 清仓 |
| SMDV | PROSHARES TR | $0 | 0.00% | 0 | -425 | -100.0% | -$2.92万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -2,439 | -100.0% | -$2.91万 | 清仓 |
| PBPH | TIDAL TR IV | $0 | 0.00% | 0 | -1,136 | -100.0% | -$2.90万 | 清仓 |
| PBOG | TIDAL TR IV | $0 | 0.00% | 0 | -775 | -100.0% | -$2.75万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -2,620 | -100.0% | -$2.67万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -200 | -100.0% | -$2.50万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -448 | -100.0% | -$2.30万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -2,469 | -100.0% | -$2.19万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -143 | -100.0% | -$2.19万 | 清仓 |
| PBEU | TIDAL TR IV | $0 | 0.00% | 0 | -716 | -100.0% | -$1.97万 | 清仓 |
| KXI | ISHARES TR | $0 | 0.00% | 0 | -257 | -100.0% | -$1.72万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -181 | -100.0% | -$1.72万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -204 | -100.0% | -$1.62万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -349 | -100.0% | -$1.17万 | 清仓 |
| EXI | ISHARES TR | $0 | 0.00% | 0 | -64 | -100.0% | -$1.16万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -138 | -100.0% | -$1.13万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -40 | -100.0% | -$1.10万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -103 | -100.0% | -$1.07万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -178 | -100.0% | -$7,531 | 清仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $0 | 0.00% | 0 | -468 | -100.0% | -$7,521 | 清仓 |
| CTRE | CARETRUST REIT INC | $0 | 0.00% | 0 | -194 | -100.0% | -$7,110 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -350 | -100.0% | -$6,730 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -311 | -100.0% | -$6,581 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -104 | -100.0% | -$6,143 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -292 | -100.0% | -$6,103 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -484 | -100.0% | -$6,055 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$5,176 | 清仓 |
| ING | ING GROEP N.V. | $0 | 0.00% | 0 | -198 | -100.0% | -$5,158 | 清仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $0 | 0.00% | 0 | -158 | -100.0% | -$5,096 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -245 | -100.0% | -$5,000 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -40 | -100.0% | -$4,706 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -64 | -100.0% | -$4,674 | 清仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $0 | 0.00% | 0 | -152 | -100.0% | -$4,615 | 清仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -93 | -100.0% | -$4,293 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -120 | -100.0% | -$4,217 | 清仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $0 | 0.00% | 0 | -1,120 | -100.0% | -$4,166 | 清仓 |
| WIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -99 | -100.0% | -$3,920 | 清仓 |
| — | PIMCO INCOME STRATEGY FD | $0 | 0.00% | 0 | -488 | -100.0% | -$3,904 | 清仓 |
| SNDA | SONIDA SENIOR LIVING INC | $0 | 0.00% | 0 | -121 | -100.0% | -$3,902 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | -548 | -100.0% | -$3,776 | 清仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $0 | 0.00% | 0 | -312 | -100.0% | -$3,713 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -50 | -100.0% | -$3,644 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -116 | -100.0% | -$3,497 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -123 | -100.0% | -$3,155 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -32 | -100.0% | -$3,026 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -14 | -100.0% | -$2,971 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -98 | -100.0% | -$2,815 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -29 | -100.0% | -$2,676 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -16 | -100.0% | -$2,627 | 清仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $0 | 0.00% | 0 | -196 | -100.0% | -$2,472 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -98 | -100.0% | -$2,441 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | -19 | -100.0% | -$2,337 | 清仓 |
| HP | HELMERICH & PAYNE INC | $0 | 0.00% | 0 | -64 | -100.0% | -$2,306 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -94 | -100.0% | -$2,275 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -23 | -100.0% | -$2,161 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,922 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -29 | -100.0% | -$1,862 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,741 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -80 | -100.0% | -$1,671 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1,639 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -26 | -100.0% | -$1,548 | 清仓 |
| FREL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -54 | -100.0% | -$1,453 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,446 | 清仓 |
| PICK | ISHARES INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,415 | 清仓 |
| — | HANCOCK JOHN PREM DIVID FD | $0 | 0.00% | 0 | -108 | -100.0% | -$1,415 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -228 | -100.0% | -$1,379 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -150 | -100.0% | -$1,268 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -74 | -100.0% | -$1,266 | 清仓 |
| SRVR | PACER FDS TR | $0 | 0.00% | 0 | -38 | -100.0% | -$1,186 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,107 | 清仓 |
| FTSD | FRANKLIN ETF TR | $0 | 0.00% | 0 | -12 | -100.0% | -$1,089 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,084 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,038 | 清仓 |
| VVR | INVESCO SR INCOME TR | $0 | 0.00% | 0 | -300 | -100.0% | -$966 | 清仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $0 | 0.00% | 0 | -89 | -100.0% | -$956 | 清仓 |
| ESRT | EMPIRE ST RLTY TR INC | $0 | 0.00% | 0 | -159 | -100.0% | -$827 | 清仓 |