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 |
|---|---|---|---|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | $3.66万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3.65万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| CRUX | COLUMBIA ETF TR I | $3.60万 | 0.01% | 1,202 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $3.60万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $3.55万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $3.55万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $3.53万 | 0.01% | 715 | 1 | 0.1% | $49 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.52万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $3.51万 | 0.01% | 1,535 | 1,535 | — | $3.51万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $3.51万 | 0.01% | 486 | 400 | 465.1% | $2.89万 | 加仓 |
| IMTM | ISHARES TR | $3.50万 | 0.01% | 657 | 657 | — | $3.50万 | 新建仓 |
| SAP | SAP SE | $3.50万 | 0.01% | 227 | -85 | -27.2% | -$1.31万 | 减仓 |
| PSK | SPDR SERIES TRUST | $3.49万 | 0.01% | 1,142 | -149 | -11.5% | -$4,549 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $3.42万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $3.38万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $3.36万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $3.36万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $3.35万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $3.35万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3.35万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $3.33万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $3.32万 | 0.01% | 350 | -202 | -36.6% | -$1.92万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.31万 | 0.01% | 113 | -101 | -47.2% | -$2.96万 | 减仓 |
| MFC | MANULIFE FINL CORP | $3.29万 | 0.01% | 812 | 276 | 51.5% | $1.12万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.28万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $3.27万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $3.26万 | 0.01% | 392 | -49 | -11.1% | -$4,070 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $3.25万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| — | BARON ETF TR | $3.25万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $3.25万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $3.25万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $3.22万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.20万 | 0.01% | 187 | 187 | — | $3.20万 | 新建仓 |
| HROW | HARROW INC | $3.19万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3.18万 | 0.01% | 118 | 14 | 13.5% | $3,774 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $3.14万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $3.13万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $3.12万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $3.11万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $3.10万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $3.06万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $3.05万 | 0.01% | 317 | -35 | -9.9% | -$3,373 | 减仓 |
| CMC | COMMERCIAL METALS CO | $3.04万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $3.03万 | 0.00% | 314 | -3 | -0.9% | -$290 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $3.03万 | 0.00% | 2,868 | 2,868 | — | $3.03万 | 新建仓 |
| DTE | DTE ENERGY CO | $3.00万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $2.98万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $2.97万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $2.96万 | 0.00% | 1,650 | 900 | 120.0% | $1.61万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2.94万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2.94万 | 0.00% | 560 | -84 | -13.0% | -$4,403 | 减仓 |
| MLRG | ISHARES TR | $2.92万 | 0.00% | 282 | 54 | 23.7% | $5,597 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.91万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2.86万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $2.85万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $2.82万 | 0.00% | 1,031 | -21 | -2.0% | -$575 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $2.81万 | 0.00% | 1,280 | 38 | 3.1% | $835 | 加仓 |
| ADBE | ADOBE INC | $2.81万 | 0.00% | 137 | -26 | -16.0% | -$5,331 | 减仓 |
| AMP | AMERIPRISE FINL INC | $2.80万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.78万 | 0.00% | 213 | 71 | 50.0% | $9,273 | 加仓 |
| B | BARRICK MNG CORP | $2.77万 | 0.00% | 753 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2.74万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $2.73万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $2.73万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2.71万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.69万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.65万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $2.63万 | 0.00% | 1,672 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.63万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $2.63万 | 0.00% | 1,379 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $2.63万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.61万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.60万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.59万 | 0.00% | 240 | 21 | 9.6% | $2,263 | 加仓 |
| TKR | TIMKEN CO | $2.59万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.59万 | 0.00% | 1,300 | -829 | -38.9% | -$1.65万 | 减仓 |
| TX | TERNIUM SA | $2.56万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $2.56万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $2.53万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $2.52万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $2.49万 | 0.00% | 573 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.49万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.47万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $2.46万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $2.45万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2.45万 | 0.00% | 103 | -9 | -8.0% | -$2,138 | 减仓 |
| TER | TERADYNE INC | $2.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $2.42万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $2.42万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2.41万 | 0.00% | 134 | 16 | 13.6% | $2,873 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $2.39万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $2.39万 | 0.00% | 60 | -107 | -64.1% | -$4.26万 | 减仓 |
| NOW | SERVICENOW INC | $2.38万 | 0.00% | 240 | -35 | -12.7% | -$3,475 | 减仓 |
| INGR | INGREDION INC | $2.37万 | 0.00% | 250 | -25 | -9.1% | -$2,368 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2.35万 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.35万 | 0.00% | 572 | -99 | -14.8% | -$4,064 | 减仓 |
| SUI | SUN CMNTYS INC | $2.34万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $2.32万 | 0.00% | 1,599 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $2.31万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $2.29万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |