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 |
|---|---|---|---|---|---|---|---|---|
| EDIT | EDITAS MEDICINE INC | $243 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $239 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $227 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAPN | HAPPEN INC | $207 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $194 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $192 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $190 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FPI | FARMLAND PARTNERS INC | $174 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $165 | 0.00% | 2 | 2 | — | $165 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $159 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. | $154 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $141 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $137 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $136 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $133 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $130 | 0.00% | 1 | -14 | -93.3% | -$1,820 | 减仓 |
| CNNE | CANNAE HLDGS INC | $130 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC | $128 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $126 | 0.00% | 3 | 3 | — | $126 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $123 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $117 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $108 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $104 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $102 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $97 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $94 | 0.00% | 1 | -28 | -96.6% | -$2,632 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $87 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $80 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $76 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP | $65 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | MEDALLION FINANCIAL CORP | $61 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $59 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $57 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | ALAUNOS THERAPEUTICS INC | $54 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $52 | 0.00% | 53 | 17 | 47.2% | $17 | 加仓 |
| PSO | PEARSON PLC | $48 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SXC | SUNCOKE ENERGY INC | $48 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OATLY GROUP AB | $47 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GABELLI HEALTHCARE & WELLNES | $47 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | MINK THERAPEUTICS INC | $47 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | LIGHTINTHEBOX HLDG CO LTD | $47 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $44 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $37 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | DESTINATION XL GROUP INC | $34 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | MOUNT LOGAN CAP INC | $31 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $15 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD | $13 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $11 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $8 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | LANTERN PHARMA INC | $8 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ZEROSTACK CORP | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LIBERTY MEDIA CORP DEL | $2 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| 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 |