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 |
|---|---|---|---|---|---|---|---|---|
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.64万 | 0.01% | 924 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $3.62万 | 0.01% | 441 | 49 | 12.5% | $4,017 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3.61万 | 0.01% | 2,129 | 297 | 16.2% | $5,040 | 加仓 |
| CRUX | COLUMBIA ETF TR I | $3.61万 | 0.01% | 1,202 | 1,202 | — | $3.61万 | 新建仓 |
| NUE | NUCOR CORP | $3.58万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP | $3.57万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $3.55万 | 0.01% | 644 | 46 | 7.7% | $2,539 | 加仓 |
| NKE | NIKE INC | $3.54万 | 0.01% | 671 | -4 | -0.6% | -$211 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.52万 | 0.01% | 1,100 | -5 | -0.5% | -$160 | 减仓 |
| SRE | SEMPRA | $3.51万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $3.49万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $3.47万 | 0.01% | 244 | 1 | 0.4% | $142 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3.44万 | 0.01% | 732 | 91 | 14.2% | $4,272 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3.41万 | 0.01% | 1,016 | 210 | 26.1% | $7,041 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3.39万 | 0.01% | 710 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $3.37万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $3.37万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $3.35万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $3.32万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $3.31万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $3.29万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $3.26万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $3.26万 | 0.01% | 522 | 5 | 1.0% | $312 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.22万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $3.15万 | 0.01% | 1,033 | 4 | 0.4% | $122 | 加仓 |
| KTB | KONTOOR BRANDS INC | $3.13万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $3.12万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MASTER INTER INCOME T | $3.11万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $3.10万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $3.07万 | 0.01% | 753 | 436 | 137.5% | $1.78万 | 加仓 |
| O | REALTY INCOME CORP | $3.06万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $3.06万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3.05万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $3.04万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $3.04万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $3.02万 | 0.01% | 1,435 | 107 | 8.1% | $2,249 | 加仓 |
| VPU | VANGUARD WORLD FD | $3.01万 | 0.01% | 152 | 46 | 43.4% | $9,114 | 加仓 |
| ESLT | ELBIT SYS LTD | $3.01万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $3.00万 | 0.01% | 1,386 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $2.98万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $2.97万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $2.97万 | 0.01% | 3,846 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $2.94万 | 0.01% | 1,104 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $2.92万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| — | NUVEEN PA INVT QUALITY MUN F | $2.91万 | 0.01% | 2,439 | 0 | 0.0% | — | 不变 |
| PBPH | TIDAL TR IV | $2.90万 | 0.01% | 1,136 | 1,136 | — | $2.90万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2.90万 | 0.01% | 124 | -32 | -20.5% | -$7,489 | 减仓 |
| SJM | SMUCKER J M CO | $2.89万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $2.89万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| DK | DELEK US HLDGS INC NEW | $2.88万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.88万 | 0.01% | 197 | 197 | — | $2.88万 | 新建仓 |
| NOW | SERVICENOW INC | $2.88万 | 0.01% | 275 | 35 | 14.6% | $3,659 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.87万 | 0.01% | 588 | 197 | 50.4% | $9,600 | 加仓 |
| MTB | M & T BK CORP | $2.82万 | 0.01% | 136 | -6 | -4.2% | -$1,243 | 减仓 |
| PATK | PATRICK INDS INC | $2.81万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2.80万 | 0.00% | 52 | 20 | 62.5% | $1.08万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.76万 | 0.00% | 57 | 15 | 35.7% | $7,274 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2.76万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| PBOG | TIDAL TR IV | $2.75万 | 0.00% | 775 | 775 | — | $2.75万 | 新建仓 |
| IYJ | ISHARES TR | $2.74万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2.74万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.72万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2.71万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.68万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2.68万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $2.67万 | 0.00% | 2,620 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.66万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $2.64万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $2.64万 | 0.00% | 163 | 63 | 63.0% | $1.02万 | 加仓 |
| NVR | NVR INC | $2.64万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2.60万 | 0.00% | 104 | -6 | -5.5% | -$1,499 | 减仓 |
| GRMN | GARMIN LTD | $2.60万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.54万 | 0.00% | 992 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2.51万 | 0.00% | 128 | 121 | 1,728.6% | $2.37万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2.50万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.49万 | 0.00% | 270 | -10 | -3.6% | -$923 | 减仓 |
| AGGY | WISDOMTREE TR | $2.49万 | 0.00% | 573 | 222 | 63.2% | $9,646 | 加仓 |
| VRSN | VERISIGN INC | $2.48万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $2.46万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $2.45万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2.43万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.42万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $2.42万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $2.41万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TX | TERNIUM SA | $2.41万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.40万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $2.39万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $2.38万 | 0.00% | 1,672 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $2.38万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $2.33万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| — | BARON ETF TR | $2.33万 | 0.00% | 1,000 | 1,000 | — | $2.33万 | 新建仓 |
| JBL | JABIL INC | $2.31万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $2.31万 | 0.00% | 1,379 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $2.30万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $2.30万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2.30万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $2.30万 | 0.00% | 448 | -66 | -12.8% | -$3,381 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $2.29万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $2.27万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $2.25万 | 0.00% | 472 | -1,999 | -80.9% | -$9.52万 | 减仓 |