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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $2.28万 | 0.00% | 32 | -20 | -38.5% | -$1.43万 | 减仓 |
| PPG | PPG INDS INC | $2.28万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $2.27万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.27万 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $2.27万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $2.26万 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $2.25万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $2.23万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $2.23万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $2.21万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $2.21万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2.19万 | 0.00% | 468 | -23 | -4.7% | -$1,078 | 减仓 |
| WGO | WINNEBAGO INDS INC | $2.18万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $2.18万 | 0.00% | 280 | -125 | -30.9% | -$9,721 | 减仓 |
| PBF | PBF ENERGY INC | $2.15万 | 0.00% | 473 | 1 | 0.2% | $46 | 加仓 |
| IRMD | IRADIMED CORP | $2.15万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.14万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2.13万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2.12万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $2.10万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $2.09万 | 0.00% | 572 | -8 | -1.4% | -$292 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $2.09万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $2.07万 | 0.00% | 100 | -63 | -38.7% | -$1.30万 | 减仓 |
| SNDK | SANDISK CORP | $2.05万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $2.04万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $2.02万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $1.99万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $1.99万 | 0.00% | 13,250 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.97万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1.96万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.95万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.94万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & G | $1.94万 | 0.00% | 1,500 | 1,500 | — | $1.94万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $1.94万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $1.94万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.93万 | 0.00% | 42 | -15 | -26.3% | -$6,887 | 减仓 |
| AIA | ISHARES TR | $1.90万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.89万 | 0.00% | 1,050 | 1,000 | 2,000.0% | $1.80万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.88万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $1.87万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.87万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.85万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $1.83万 | 0.00% | 988 | 0 | 0.0% | — | 不变 |
| MUA | BLACKROCK MUNIASSETS FD INC | $1.82万 | 0.00% | 1,657 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.82万 | 0.00% | 156 | 50 | 47.2% | $5,838 | 加仓 |
| RMBS | RAMBUS INC DEL | $1.82万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.80万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1.78万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.77万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.77万 | 0.00% | 365 | 100 | 37.7% | $4,857 | 加仓 |
| IBRX | IMMUNITYBIO INC | $1.75万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $1.74万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $1.72万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $1.72万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $1.70万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.69万 | 0.00% | 675 | -290 | -30.1% | -$7,268 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.69万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $1.69万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $1.66万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES PLATINUM TR | $1.64万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.64万 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.64万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1.64万 | 0.00% | 1,208 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $1.63万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC CONV & INCOM | $1.61万 | 0.00% | 625 | 625 | — | $1.61万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $1.60万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.59万 | 0.00% | 71 | -3 | -4.1% | -$673 | 减仓 |
| — | ELECTRONIC ARTS INC | $1.58万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $1.58万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.57万 | 0.00% | 869 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.54万 | 0.00% | 59 | -33 | -35.9% | -$8,613 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $1.52万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.52万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $1.51万 | 0.00% | 300 | 50 | 20.0% | $2,521 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1.51万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $1.51万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.50万 | 0.00% | 193 | 100 | 107.5% | $7,790 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.50万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1.48万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.48万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $1.47万 | 0.00% | 1,801 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $1.46万 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.45万 | 0.00% | 368 | -220 | -37.4% | -$8,690 | 减仓 |
| IBDY | ISHARES TR | $1.45万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.45万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $1.45万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $1.44万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.44万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $1.44万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.43万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.42万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $1.42万 | 0.00% | 564 | -84 | -13.0% | -$2,116 | 减仓 |
| IBDW | ISHARES TR | $1.42万 | 0.00% | 680 | -100 | -12.8% | -$2,084 | 减仓 |
| HUBB | HUBBELL INC | $1.41万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $1.41万 | 0.00% | 124 | -470 | -79.1% | -$5.34万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.40万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1.40万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.38万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO EXCH TRADED FD TR II | $1.38万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $1.37万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |