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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $2.25万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $2.23万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.23万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS | $2.21万 | 0.00% | 1,242 | 76 | 6.5% | $1,352 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $2.21万 | 0.00% | 1,599 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $2.20万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $2.19万 | 0.00% | 2,469 | -1,614 | -39.5% | -$1.43万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $2.19万 | 0.00% | 143 | -3 | -2.1% | -$459 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $2.18万 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC | $2.17万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| IRMD | IRADIMED CORP | $2.17万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $2.15万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $2.15万 | 0.00% | 272 | 131 | 92.9% | $1.04万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.13万 | 0.00% | 118 | -138 | -53.9% | -$2.49万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.13万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $2.11万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $2.11万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.10万 | 0.00% | 59 | -1 | -1.7% | -$356 | 减仓 |
| HYLB | DBX ETF TR | $2.10万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $2.09万 | 0.00% | 965 | 290 | 43.0% | $6,281 | 加仓 |
| — | GRANITESHARES PLATINUM TR | $2.08万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.08万 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2.07万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2.05万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $2.05万 | 0.00% | 228 | 228 | — | $2.05万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $2.02万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $2.01万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $2.01万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $2.00万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.99万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.97万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PBEU | TIDAL TR IV | $1.97万 | 0.00% | 716 | 716 | — | $1.97万 | 新建仓 |
| SLB | SLB LIMITED | $1.96万 | 0.00% | 382 | -100 | -20.7% | -$5,139 | 减仓 |
| PGEN | PRECIGEN INC | $1.94万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $1.93万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1.92万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $1.92万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $1.90万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.90万 | 0.00% | 395 | -1,462 | -78.7% | -$7.02万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1.88万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1.88万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.87万 | 0.00% | 34 | -4 | -10.5% | -$2,196 | 减仓 |
| SNPS | SYNOPSYS INC | $1.86万 | 0.00% | 47 | -2 | -4.1% | -$793 | 减仓 |
| MFC | MANULIFE FINL CORP | $1.85万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.84万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.83万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $1.81万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.80万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1.79万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1.78万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $1.78万 | 0.00% | 988 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.77万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.76万 | 0.00% | 89 | -4 | -4.3% | -$793 | 减仓 |
| NI | NISOURCE INC | $1.76万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $1.76万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MUA | BLACKROCK MUNIASSETS FD INC | $1.76万 | 0.00% | 1,657 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.75万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1.74万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $1.73万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $1.73万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.72万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $1.72万 | 0.00% | 257 | 257 | — | $1.72万 | 新建仓 |
| TGT | TARGET CORP | $1.72万 | 0.00% | 142 | -6 | -4.1% | -$727 | 减仓 |
| MBB | ISHARES TR | $1.72万 | 0.00% | 181 | -199 | -52.4% | -$1.89万 | 减仓 |
| CRK | COMSTOCK RES INC | $1.72万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $1.71万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1.71万 | 0.00% | 852 | -18 | -2.1% | -$361 | 减仓 |
| AA | ALCOA CORP | $1.68万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.66万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $1.66万 | 0.00% | 303 | 303 | — | $1.66万 | 新建仓 |
| CME | CME GROUP INC | $1.65万 | 0.00% | 56 | -4 | -6.7% | -$1,181 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.64万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $1.64万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $1.63万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $1.62万 | 0.00% | 204 | -48 | -19.0% | -$3,819 | 减仓 |
| — | ELECTRONIC ARTS INC | $1.57万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $1.57万 | 0.00% | 190 | 151 | 387.2% | $1.25万 | 加仓 |
| DOV | DOVER CORP | $1.54万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $1.53万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $1.52万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1.52万 | 0.00% | 221 | -252 | -53.3% | -$1.73万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $1.52万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $1.51万 | 0.00% | 100 | 100 | — | $1.51万 | 新建仓 |
| OPK | OPKO HEALTH INC | $1.51万 | 0.00% | 13,250 | -2,000 | -13.1% | -$2,280 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1.51万 | 0.00% | 1,801 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $1.51万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1.50万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $1.50万 | 0.00% | 1,008 | 380 | 60.5% | $5,662 | 加仓 |
| IBDV | ISHARES TR | $1.50万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $1.50万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.49万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $1.49万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.49万 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1.48万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $1.47万 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $1.47万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $1.46万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $1.46万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.45万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $1.44万 | 0.00% | 483 | 129 | 36.4% | $3,842 | 加仓 |