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 |
|---|---|---|---|---|---|---|---|---|
| ASX | ASE TECHNOLOGY HLDG CO LTD | $6.25万 | 0.01% | 1,386 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $6.17万 | 0.01% | 714 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $6.10万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $6.05万 | 0.01% | 1,078 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $6.01万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5.92万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $5.87万 | 0.01% | 606 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $5.85万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $5.64万 | 0.01% | 1,621 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5.63万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $5.62万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $5.61万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $5.57万 | 0.01% | 5,645 | 97 | 1.7% | $956 | 加仓 |
| IGV | ISHARES TR | $5.53万 | 0.01% | 610 | 540 | 771.4% | $4.89万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $5.48万 | 0.01% | 2,590 | 2,590 | — | $5.48万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $5.48万 | 0.01% | 871 | -304 | -25.9% | -$1.91万 | 减仓 |
| PLD | PROLOGIS INC. | $5.47万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP | $5.44万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.44万 | 0.01% | 372 | -127 | -25.5% | -$1.86万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $5.40万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $5.39万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $5.36万 | 0.01% | 1,237 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $5.35万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5.30万 | 0.01% | 1,988 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $5.27万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $5.25万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $5.15万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $5.12万 | 0.01% | 3,494 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $5.10万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $5.04万 | 0.01% | 352 | 200 | 131.6% | $2.86万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.00万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $4.99万 | 0.01% | 989 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $4.99万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $4.97万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $4.94万 | 0.01% | 521 | 247 | 90.1% | $2.34万 | 加仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $4.93万 | 0.01% | 1,860 | 1,860 | — | $4.93万 | 新建仓 |
| VLUE | ISHARES TR | $4.89万 | 0.01% | 245 | 1 | 0.4% | $199 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $4.87万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4.85万 | 0.01% | 1,516 | 500 | 49.2% | $1.60万 | 加仓 |
| INDA | ISHARES TR | $4.83万 | 0.01% | 978 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $4.79万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4.77万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $4.77万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $4.76万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $4.75万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $4.75万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.73万 | 0.01% | 357 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $4.72万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4.69万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $4.68万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $4.64万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $4.63万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4.58万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $4.54万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4.52万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $4.51万 | 0.01% | 1,225 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $4.50万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $4.49万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $4.48万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $4.47万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $4.45万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $4.43万 | 0.01% | 2,658 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $4.42万 | 0.01% | 326 | -683 | -67.7% | -$9.26万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4.39万 | 0.01% | 476 | -93 | -16.3% | -$8,581 | 减仓 |
| VMC | VULCAN MATLS CO | $4.37万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $4.34万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $4.31万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.30万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $4.29万 | 0.01% | 293 | -63 | -17.7% | -$9,217 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $4.25万 | 0.01% | 1,179 | 0 | 0.0% | — | 不变 |
| ECOW | PACER FDS TR | $4.23万 | 0.01% | 1,595 | 1,595 | — | $4.23万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $4.23万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $4.22万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $4.19万 | 0.01% | 1,346 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $4.14万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $4.11万 | 0.01% | 552 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $4.10万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $4.10万 | 0.01% | 394 | -54 | -12.1% | -$5,614 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $4.06万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $4.05万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $4.05万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $4.01万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3.99万 | 0.01% | 426 | 200 | 88.5% | $1.87万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.99万 | 0.01% | 924 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $3.99万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| CFA | VICTORY PORTFOLIOS II | $3.95万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES | $3.92万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3.90万 | 0.01% | 205 | -43 | -17.3% | -$8,191 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3.89万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3.88万 | 0.01% | 312 | -2,174 | -87.4% | -$27.05万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3.87万 | 0.01% | 434 | 417 | 2,452.9% | $3.72万 | 加仓 |
| UBS | UBS GROUP AG | $3.83万 | 0.01% | 773 | -215 | -21.8% | -$1.07万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $3.77万 | 0.01% | 841 | -581 | -40.9% | -$2.61万 | 减仓 |
| RDN | RADIAN GROUP INC | $3.77万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.74万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.72万 | 0.01% | 73 | -10 | -12.0% | -$5,093 | 减仓 |
| KTB | KONTOOR BRANDS INC | $3.71万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3.69万 | 0.01% | 1,953 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $3.68万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $3.66万 | 0.01% | 526 | 4 | 0.8% | $278 | 加仓 |