Key Financial Inc
WEST CHESTER PA · SEC CIK 0001801720
$5.62亿2026Q1 申报市值
1,394持仓数
29.0%前十大占比 · 第一大 4.7%
43 / 91新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$160.57万
BSMQ 加仓+$159.21万
GOVT 加仓+$155.53万
EFG 加仓+$112.24万
PROSHARES TR 加仓+$105.92万
2026Q1 卖出最多 按季末市值估算
BSMS 减仓-$143.07万
GAL 减仓-$67.46万
AZN 清仓-$60.26万
SPSB 清仓-$47.38万
INVESCO EXCH TRD 减仓-$38.79万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CHD | CHURCH & DWIGHT CO INC | $5.66万 | 0.01% | 606 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $5.60万 | 0.01% | 272 | 7 | 2.6% | $1,441 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $5.60万 | 0.01% | 300 | 43 | 16.7% | $8,021 | 加仓 |
| WSFS | WSFS FINL CORP | $5.57万 | 0.01% | 851 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $5.56万 | 0.01% | 508 | -73 | -12.6% | -$7,983 | 减仓 |
| EWY | ISHARES INC | $5.55万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $5.50万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $5.48万 | 0.01% | 589 | 110 | 23.0% | $1.02万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $5.46万 | 0.01% | 1,988 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $5.42万 | 0.01% | 1,107 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $5.39万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $5.35万 | 0.01% | 2,620 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $5.35万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $5.35万 | 0.01% | 569 | 93 | 19.5% | $8,740 | 加仓 |
| MDT | MEDTRONIC PLC | $5.35万 | 0.01% | 617 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $5.34万 | 0.01% | 312 | 83 | 36.2% | $1.42万 | 加仓 |
| PLD | PROLOGIS INC. | $5.34万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $5.28万 | 0.01% | 730 | -9 | -1.2% | -$651 | 减仓 |
| DBEF | DBX ETF TR | $5.28万 | 0.01% | 1,068 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $5.26万 | 0.01% | 1,927 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $5.23万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $5.22万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $5.22万 | 0.01% | 993 | 14 | 1.4% | $736 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $5.19万 | 0.01% | 692 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $5.17万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $5.15万 | 0.01% | 552 | 202 | 57.7% | $1.88万 | 加仓 |
| ET | ENERGY TRANSFER L P | $5.14万 | 0.01% | 2,662 | 46 | 1.8% | $888 | 加仓 |
| TM | TOYOTA MOTOR CORP | $5.11万 | 0.01% | 248 | 49 | 24.6% | $1.01万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $5.06万 | 0.01% | 2,111 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $5.04万 | 0.01% | 509 | -379 | -42.7% | -$3.75万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $5.00万 | 0.01% | 5,548 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $4.99万 | 0.01% | 989 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $4.94万 | 0.01% | 1,621 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $4.92万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $4.92万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.83万 | 0.01% | 357 | -5 | -1.4% | -$676 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $4.76万 | 0.01% | 1,953 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $4.75万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $4.75万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $4.74万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4.70万 | 0.01% | 248 | 13 | 5.5% | $2,465 | 加仓 |
| NVT | NVENT ELEC PLC | $4.70万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $4.69万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $4.69万 | 0.01% | 222 | -2 | -0.9% | -$423 | 减仓 |
| — | DUPONT DE NEMOURS INC | $4.62万 | 0.01% | 1,009 | -30 | -2.9% | -$1,374 | 减仓 |
| INDA | ISHARES TR | $4.58万 | 0.01% | 978 | -110 | -10.1% | -$5,152 | 减仓 |
| IGIB | ISHARES TR | $4.57万 | 0.01% | 859 | 26 | 3.1% | $1,384 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $4.57万 | 0.01% | 1,591 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $4.57万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $4.54万 | 0.01% | 109 | -3 | -2.7% | -$1,250 | 减仓 |
| PAVE | GLOBAL X FDS | $4.53万 | 0.01% | 891 | -68 | -7.1% | -$3,455 | 减仓 |
| VFC | V F CORP | $4.52万 | 0.01% | 2,658 | -40 | -1.5% | -$680 | 减仓 |
| EQIX | EQUINIX INC | $4.51万 | 0.01% | 46 | -14 | -23.3% | -$1.37万 | 减仓 |
| CTAS | CINTAS CORP | $4.50万 | 0.01% | 266 | -4 | -1.5% | -$677 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $4.46万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $4.45万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $4.42万 | 0.01% | 196 | -165 | -45.7% | -$3.72万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $4.40万 | 0.01% | 272 | 102 | 60.0% | $1.65万 | 加仓 |
| DOW | DOW HLDGS INC | $4.38万 | 0.01% | 1,052 | -76 | -6.7% | -$3,165 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $4.36万 | 0.01% | 400 | -7 | -1.7% | -$764 | 减仓 |
| SO | SOUTHERN CO | $4.33万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| KRUS | KURA SUSHI USA INC | $4.29万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $4.29万 | 0.01% | 3,494 | 0 | 0.0% | — | 不变 |
| BKAG | BNY MELLON ETF TRUST | $4.22万 | 0.01% | 1,000 | -255 | -20.3% | -$1.08万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4.16万 | 0.01% | 1,225 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $4.12万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $4.11万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $4.09万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $4.09万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $4.06万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $4.05万 | 0.01% | 1,540 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $4.04万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $4.04万 | 0.01% | 552 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $4.03万 | 0.01% | 463 | -7 | -1.5% | -$610 | 减仓 |
| VMC | VULCAN MATLS CO | $4.03万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES | $4.02万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $3.99万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $3.98万 | 0.01% | 1,291 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.98万 | 0.01% | 92 | 10 | 12.2% | $4,324 | 加仓 |
| ADBE | ADOBE INC | $3.96万 | 0.01% | 163 | -22 | -11.9% | -$5,348 | 减仓 |
| ARKQ | ARK ETF TR | $3.94万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $3.92万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.92万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $3.90万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $3.86万 | 0.01% | 988 | 215 | 27.8% | $8,400 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $3.85万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.83万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $3.82万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $3.81万 | 0.01% | 714 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3.80万 | 0.01% | 320 | -2 | -0.6% | -$237 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.78万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $3.78万 | 0.01% | 405 | 25 | 6.6% | $2,330 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.77万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $3.75万 | 0.01% | 1,346 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $3.71万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $3.70万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $3.69万 | 0.01% | 1,179 | 0 | 0.0% | — | 不变 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $3.69万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.68万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| CFA | VICTORY PORTFOLIOS II | $3.66万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |