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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $11.04万 | 0.02% | 1,828 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $11.01万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| EMF | TEMPLETON EMERGING MKTS FD | $11.00万 | 0.02% | 4,736 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $10.99万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $10.85万 | 0.02% | 857 | -19 | -2.2% | -$2,405 | 减仓 |
| IBTL | ISHARES TR | $10.83万 | 0.02% | 5,365 | 5,365 | — | $10.83万 | 新建仓 |
| IBTK | ISHARES TR | $10.83万 | 0.02% | 5,540 | 5,540 | — | $10.83万 | 新建仓 |
| IBTH | ISHARES TR | $10.82万 | 0.02% | 4,835 | 4,835 | — | $10.82万 | 新建仓 |
| IBTI | ISHARES TR | $10.82万 | 0.02% | 4,885 | 4,885 | — | $10.82万 | 新建仓 |
| IBTJ | ISHARES TR | $10.81万 | 0.02% | 4,995 | 4,995 | — | $10.81万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $10.72万 | 0.02% | 1,041 | -100 | -8.8% | -$1.03万 | 减仓 |
| ADI | ANALOG DEVICES INC | $10.68万 | 0.02% | 269 | 3 | 1.1% | $1,192 | 加仓 |
| — | WISDOMTREE TR | $10.66万 | 0.02% | 5,518 | -303 | -5.2% | -$5,852 | 减仓 |
| VVV | VALVOLINE INC | $10.60万 | 0.02% | 2,681 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $10.49万 | 0.02% | 1,040 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $10.40万 | 0.02% | 9,730 | 9,730 | — | $10.40万 | 新建仓 |
| PSX | PHILLIPS 66 | $10.40万 | 0.02% | 615 | -19 | -3.0% | -$3,212 | 减仓 |
| ESGU | ISHARES TR | $10.34万 | 0.02% | 632 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP | $10.28万 | 0.02% | 3,025 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $10.27万 | 0.02% | 2,952 | -4,625 | -61.0% | -$16.10万 | 减仓 |
| STE | STERIS PLC | $10.21万 | 0.02% | 485 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $10.18万 | 0.02% | 1,304 | 18 | 1.4% | $1,405 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $10.14万 | 0.02% | 737 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $10.11万 | 0.02% | 791 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $10.01万 | 0.02% | 2,032 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $10.00万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $9.94万 | 0.02% | 3,894 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $9.90万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $9.73万 | 0.02% | 3,794 | 3,794 | — | $9.73万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $9.65万 | 0.02% | 1,067 | -845 | -44.2% | -$7.64万 | 减仓 |
| ESGD | ISHARES TR | $9.63万 | 0.02% | 937 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $9.58万 | 0.02% | 1,274 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $9.51万 | 0.02% | 1,779 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $9.41万 | 0.02% | 715 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $9.39万 | 0.02% | 978 | 500 | 104.6% | $4.80万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $9.27万 | 0.02% | 1,048 | -145 | -12.2% | -$1.28万 | 减仓 |
| GM | GENERAL MTRS CO | $9.21万 | 0.02% | 1,195 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $9.15万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $9.11万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $9.08万 | 0.01% | 5,716 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $9.04万 | 0.01% | 999 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $8.94万 | 0.01% | 1,649 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $8.91万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $8.90万 | 0.01% | 2,405 | -264 | -9.9% | -$9,771 | 减仓 |
| FRPT | FRESHPET INC | $8.87万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $8.82万 | 0.01% | 3,878 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $8.77万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $8.73万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $8.69万 | 0.01% | 1,861 | 161 | 9.5% | $7,521 | 加仓 |
| VLO | VALERO ENERGY CORP | $8.66万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $8.55万 | 0.01% | 3,954 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $8.48万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $8.45万 | 0.01% | 456 | 184 | 67.6% | $3.41万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $8.44万 | 0.01% | 2,495 | 1,574 | 170.9% | $5.33万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $8.39万 | 0.01% | 1,830 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $8.37万 | 0.01% | 773 | -29 | -3.6% | -$3,140 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8.28万 | 0.01% | 14,325 | -149,800 | -91.3% | -$86.58万 | 减仓 |
| — | SSGA ACTIVE TR | $8.27万 | 0.01% | 3,024 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $8.22万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $8.11万 | 0.01% | 1,572 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $8.03万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $7.85万 | 0.01% | 2,865 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $7.84万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.82万 | 0.01% | 644 | 10 | 1.6% | $1,214 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.72万 | 0.01% | 1,010 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $7.61万 | 0.01% | 3,469 | -22 | -0.6% | -$483 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $7.59万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.56万 | 0.01% | 38 | -27 | -41.5% | -$5.37万 | 减仓 |
| SDOG | ALPS ETF TR | $7.49万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $7.48万 | 0.01% | 458 | -37 | -7.5% | -$6,042 | 减仓 |
| PCAR | PACCAR INC | $7.39万 | 0.01% | 615 | 1 | 0.2% | $120 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $7.32万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $7.30万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $7.29万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $7.29万 | 0.01% | 941 | 352 | 59.8% | $2.73万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7.29万 | 0.01% | 1,139 | 113 | 11.0% | $7,233 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $6.99万 | 0.01% | 1,036 | 14 | 1.4% | $945 | 加仓 |
| FTNT | FORTINET INC | $6.91万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $6.91万 | 0.01% | 2,348 | 1,356 | 136.7% | $3.99万 | 加仓 |
| LRN | STRIDE INC | $6.90万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $6.88万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $6.84万 | 0.01% | 508 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $6.83万 | 0.01% | 455 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $6.75万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $6.73万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $6.72万 | 0.01% | 399 | 151 | 60.9% | $2.54万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $6.71万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $6.67万 | 0.01% | 714 | 32 | 4.7% | $2,989 | 加仓 |
| VXF | VANGUARD INDEX FDS | $6.65万 | 0.01% | 270 | -2 | -0.7% | -$492 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $6.54万 | 0.01% | 608 | -206 | -25.3% | -$2.21万 | 减仓 |
| WSFS | WSFS FINL CORP | $6.53万 | 0.01% | 851 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $6.52万 | 0.01% | 241 | -29 | -10.7% | -$7,844 | 减仓 |
| LRGF | ISHARES TR | $6.50万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $6.46万 | 0.01% | 899 | -65 | -6.7% | -$4,673 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $6.46万 | 0.01% | 188 | -60 | -24.2% | -$2.06万 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $6.36万 | 0.01% | 692 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6.35万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6.34万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $6.30万 | 0.01% | 2,666 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $6.28万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |