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 |
|---|---|---|---|---|---|---|---|---|
| VIS | VANGUARD WORLD FD | $44.25万 | 0.07% | 1,228 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $44.18万 | 0.07% | 1,306 | -46 | -3.4% | -$1.56万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $44.11万 | 0.07% | 10,082 | -13,753 | -57.7% | -$60.17万 | 减仓 |
| BA | BOEING CO | $44.07万 | 0.07% | 2,036 | 1,125 | 123.5% | $24.35万 | 加仓 |
| FISV | FISERV INC | $42.96万 | 0.07% | 8,759 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $42.89万 | 0.07% | 20,718 | -11,197 | -35.1% | -$23.18万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $42.87万 | 0.07% | 866 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $42.71万 | 0.07% | 5,263 | 42 | 0.8% | $3,409 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $41.09万 | 0.07% | 356 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $40.98万 | 0.07% | 4,784 | 187 | 4.1% | $1.60万 | 加仓 |
| NVS | NOVARTIS AG | $40.62万 | 0.07% | 2,592 | -67 | -2.5% | -$1.05万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $40.56万 | 0.07% | 4,679 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $40.25万 | 0.07% | 8,479 | -891 | -9.5% | -$4.23万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $39.92万 | 0.07% | 9,815 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $39.65万 | 0.06% | 3,880 | 544 | 16.3% | $5.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $39.19万 | 0.06% | 2,470 | 329 | 15.4% | $5.22万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $39.04万 | 0.06% | 7,214 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $38.48万 | 0.06% | 2,269 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $38.37万 | 0.06% | 6,789 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.97万 | 0.06% | 4,805 | -16 | -0.3% | -$1,264 | 减仓 |
| LRCX | LAM RESEARCH CORP | $37.27万 | 0.06% | 860 | -151 | -14.9% | -$6.54万 | 减仓 |
| KLAC | KLA CORP | $36.81万 | 0.06% | 1,220 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $36.21万 | 0.06% | 913 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.85万 | 0.06% | 715 | -55 | -7.1% | -$2.76万 | 减仓 |
| EXC | EXELON CORP | $35.69万 | 0.06% | 7,655 | -21 | -0.3% | -$979 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.31万 | 0.06% | 693 | -800 | -53.6% | -$40.76万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $35.16万 | 0.06% | 1,065 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $35.13万 | 0.06% | 12,682 | -6,842 | -35.0% | -$18.95万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $35.05万 | 0.06% | 3,051 | -450 | -12.9% | -$5.17万 | 减仓 |
| CVS | CVS HEALTH CORP | $34.47万 | 0.06% | 3,332 | -63 | -1.9% | -$6,517 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $33.67万 | 0.06% | 3,492 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.67万 | 0.06% | 1,527 | -121 | -7.3% | -$2.67万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $33.15万 | 0.05% | 1,184 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $33.10万 | 0.05% | 3,765 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $32.83万 | 0.05% | 2,272 | -125 | -5.2% | -$1.81万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $32.44万 | 0.05% | 3,143 | -450 | -12.5% | -$4.64万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $32.35万 | 0.05% | 1,314 | 4 | 0.3% | $985 | 加仓 |
| COR | CENCORA INC | $32.12万 | 0.05% | 1,135 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $31.80万 | 0.05% | 13,568 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $31.49万 | 0.05% | 4,410 | 190 | 4.5% | $1.36万 | 加仓 |
| ITOT | ISHARES TR | $31.42万 | 0.05% | 1,913 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $31.42万 | 0.05% | 1,293 | -20 | -1.5% | -$4,860 | 减仓 |
| AMAT | APPLIED MATLS INC | $31.38万 | 0.05% | 434 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $30.87万 | 0.05% | 4,291 | 1,068 | 33.1% | $7.68万 | 加仓 |
| MTUM | ISHARES TR | $30.58万 | 0.05% | 892 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $30.27万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $29.36万 | 0.05% | 4,200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $29.05万 | 0.05% | 3,605 | -155 | -4.1% | -$1.25万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $28.94万 | 0.05% | 1,769 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $28.91万 | 0.05% | 4,693 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.89万 | 0.05% | 553 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $28.83万 | 0.05% | 3,504 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $28.62万 | 0.05% | 5,777 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $28.43万 | 0.05% | 2,341 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $28.31万 | 0.05% | 1,000 | -3,507 | -77.8% | -$99.29万 | 减仓 |
| WELL | WELLTOWER INC | $28.14万 | 0.05% | 1,240 | 9 | 0.7% | $2,043 | 加仓 |
| IWS | ISHARES TR | $28.11万 | 0.05% | 1,708 | -266 | -13.5% | -$4.38万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $27.96万 | 0.05% | 2,779 | 2,101 | 309.9% | $21.14万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $27.74万 | 0.05% | 4,540 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $27.66万 | 0.05% | 5,208 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $27.22万 | 0.04% | 2,768 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.10万 | 0.04% | 1,498 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.94万 | 0.04% | 927 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $26.82万 | 0.04% | 3,377 | 1,230 | 57.3% | $9.77万 | 加仓 |
| BLK | BLACKROCK INC | $25.96万 | 0.04% | 270 | -276 | -50.5% | -$26.54万 | 减仓 |
| GLD | SPDR GOLD TR | $25.79万 | 0.04% | 700 | -265 | -27.5% | -$9.76万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $25.24万 | 0.04% | 1,636 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $25.21万 | 0.04% | 823 | -100 | -10.8% | -$3.06万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $25.10万 | 0.04% | 2,361 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $25.02万 | 0.04% | 1,485 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $24.88万 | 0.04% | 1,411 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $24.72万 | 0.04% | 2,244 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $24.22万 | 0.04% | 14,549 | -35,440 | -70.9% | -$58.99万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.15万 | 0.04% | 2,883 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $24.11万 | 0.04% | 1,839 | 1 | 0.1% | $131 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $24.10万 | 0.04% | 4,797 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $24.09万 | 0.04% | 4,579 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.88万 | 0.04% | 5,025 | -60 | -1.2% | -$2,852 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $23.87万 | 0.04% | 888 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $23.40万 | 0.04% | 4,681 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $22.98万 | 0.04% | 1,605 | 22 | 1.4% | $3,149 | 加仓 |
| ECL | ECOLAB INC | $22.09万 | 0.04% | 793 | -80 | -9.2% | -$2.23万 | 减仓 |
| PHM | PULTE GROUP INC | $22.01万 | 0.04% | 1,604 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $22.01万 | 0.04% | 2,695 | -58 | -2.1% | -$4,736 | 减仓 |
| NEE | NEXTERA ENERGY INC | $21.96万 | 0.04% | 2,502 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $21.81万 | 0.04% | 2,000 | -43 | -2.1% | -$4,690 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.73万 | 0.04% | 562 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $21.21万 | 0.03% | 4,375 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $21.18万 | 0.03% | 4,330 | 4,330 | — | $21.18万 | 新建仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $21.18万 | 0.03% | 8,205 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $21.10万 | 0.03% | 2,785 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.82万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $20.63万 | 0.03% | 273 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $20.48万 | 0.03% | 2,069 | -1,119 | -35.1% | -$11.08万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $20.45万 | 0.03% | 1,909 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $20.39万 | 0.03% | 5,531 | 454 | 8.9% | $1.67万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $20.29万 | 0.03% | 4,474 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $20.27万 | 0.03% | 5,057 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $20.25万 | 0.03% | 851 | 13 | 1.6% | $3,093 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $19.93万 | 0.03% | 462 | 0 | 0.0% | — | 不变 |