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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,626.01万 | 4.67% | 103,472 | 6,327 | 6.5% | $160.57万 | 加仓 |
| DOL | WISDOMTREE TR | $2,184.64万 | 3.89% | 321,335 | 1,119 | 0.3% | $7.61万 | 加仓 |
| DNL | WISDOMTREE TR | $1,868.45万 | 3.33% | 462,832 | 10,621 | 2.3% | $42.88万 | 加仓 |
| GOVT | ISHARES TR | $1,771.70万 | 3.15% | 773,330 | 67,889 | 9.6% | $155.53万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,731.18万 | 3.08% | 183,039 | 1,369 | 0.8% | $12.95万 | 加仓 |
| EES | WISDOMTREE TR | $1,672.03万 | 2.98% | 288,039 | 4,033 | 1.4% | $23.41万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,385.77万 | 2.47% | 410,356 | -1,401 | -0.3% | -$4.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,061.31万 | 1.89% | 28,671 | 960 | 3.5% | $35.54万 | 加仓 |
| EFG | ISHARES TR | $1,002.11万 | 1.78% | 89,980 | 10,078 | 12.6% | $112.24万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $974.67万 | 1.73% | 249,690 | 2,670 | 1.1% | $10.42万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $859.97万 | 1.53% | 151,991 | 3,227 | 2.2% | $18.26万 | 加仓 |
| DLN | WISDOMTREE TR | $853.43万 | 1.52% | 95,537 | 908 | 1.0% | $8.11万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $809.10万 | 1.44% | 342,056 | 33,267 | 10.8% | $78.69万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $808.36万 | 1.44% | 82,562 | 5,108 | 6.6% | $50.01万 | 加仓 |
| — | EXXON MOBIL CORP | $803.77万 | 1.43% | 47,375 | -502 | -1.0% | -$8.52万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $803.17万 | 1.43% | 83,127 | 52 | 0.1% | $5,024 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $756.23万 | 1.35% | 101,863 | 1,768 | 1.8% | $13.13万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $751.54万 | 1.34% | 395,547 | -3,326 | -0.8% | -$6.32万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $681.37万 | 1.21% | 237,741 | 1,862 | 0.8% | $5.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $648.86万 | 1.15% | 22,058 | 463 | 2.1% | $13.62万 | 加仓 |
| AVGO | BROADCOM INC | $633.72万 | 1.13% | 20,475 | 238 | 1.2% | $7.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $632.19万 | 1.13% | 25,863 | 2,058 | 8.6% | $50.31万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $608.36万 | 1.08% | 208,485 | -2,128 | -1.0% | -$6.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $587.27万 | 1.05% | 33,674 | -1,134 | -3.3% | -$19.78万 | 减仓 |
| AMZN | AMAZON COM INC | $575.24万 | 1.02% | 27,620 | 2,384 | 9.4% | $49.65万 | 加仓 |
| DES | WISDOMTREE TR | $570.37万 | 1.02% | 158,701 | -3,092 | -1.9% | -$11.11万 | 减仓 |
| GOOGL | ALPHABET INC | $499.38万 | 0.89% | 17,366 | 459 | 2.7% | $13.20万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $457.42万 | 0.81% | 193,618 | 67,390 | 53.4% | $159.21万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $455.69万 | 0.81% | 97,141 | 3,126 | 3.3% | $14.66万 | 加仓 |
| DWM | WISDOMTREE TR | $445.96万 | 0.79% | 63,808 | 3,515 | 5.8% | $24.57万 | 加仓 |
| IWF | ISHARES TR | $444.14万 | 0.79% | 10,416 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $435.50万 | 0.78% | 58,574 | 12,696 | 27.7% | $94.39万 | 加仓 |
| — | PROSHARES TR | $379.42万 | 0.68% | 92,671 | 25,871 | 38.7% | $105.92万 | 加仓 |
| ABBV | ABBVIE INC | $360.02万 | 0.64% | 16,553 | 533 | 3.3% | $11.59万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $346.49万 | 0.62% | 177,413 | 42,164 | 31.2% | $82.35万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $343.25万 | 0.61% | 146,720 | -61,155 | -29.4% | -$143.07万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $303.59万 | 0.54% | 28,905 | 3,843 | 15.3% | $40.36万 | 加仓 |
| MRK | MERCK & CO INC | $303.28万 | 0.54% | 25,212 | 43 | 0.2% | $5,173 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $289.37万 | 0.52% | 19,782 | 82 | 0.4% | $1.20万 | 加仓 |
| IVW | ISHARES TR | $288.84万 | 0.51% | 25,536 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $276.33万 | 0.49% | 10,359 | -7 | -0.1% | -$1,867 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $267.96万 | 0.48% | 136,541 | 37,152 | 37.4% | $72.91万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $255.05万 | 0.45% | 110,776 | -9,696 | -8.0% | -$22.32万 | 减仓 |
| IVV | ISHARES TR | $252.65万 | 0.45% | 3,868 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $251.77万 | 0.45% | 8,101 | 84 | 1.0% | $2.61万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $248.40万 | 0.44% | 113,875 | -12,715 | -10.0% | -$27.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $243.58万 | 0.43% | 5,083 | 337 | 7.1% | $16.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $241.43万 | 0.43% | 5,527 | 194 | 3.6% | $8.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $235.14万 | 0.42% | 16,279 | -1,066 | -6.1% | -$15.40万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $220.73万 | 0.39% | 105,714 | -18,575 | -14.9% | -$38.79万 | 减仓 |
| GOOG | ALPHABET INC | $220.31万 | 0.39% | 7,680 | 191 | 2.6% | $5.48万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $219.05万 | 0.39% | 10,781 | 258 | 2.5% | $5.24万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $215.12万 | 0.38% | 105,332 | 33,912 | 47.5% | $69.26万 | 加仓 |
| STBA | S & T BANCORP INC | $209.49万 | 0.37% | 50,082 | -7,568 | -13.1% | -$31.66万 | 减仓 |
| ORCL | ORACLE CORP | $208.94万 | 0.37% | 14,203 | 62 | 0.4% | $9,121 | 加仓 |
| CVX | CHEVRON CORPORATION | $202.62万 | 0.36% | 9,793 | 363 | 3.8% | $7.51万 | 加仓 |
| ISCG | ISHARES TR | $199.84万 | 0.36% | 36,467 | 3,105 | 9.3% | $17.02万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $193.91万 | 0.35% | 18,887 | 88 | 0.5% | $9,035 | 加仓 |
| VOO | VANGUARD INDEX FDS | $192.47万 | 0.34% | 3,221 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $190.50万 | 0.34% | 2,689 | 71 | 2.7% | $5.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $185.21万 | 0.33% | 9,440 | -165 | -1.7% | -$3.24万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $174.76万 | 0.31% | 29,510 | -1,462 | -4.7% | -$8.66万 | 减仓 |
| PFE | PFIZER INC | $169.49万 | 0.30% | 60,358 | -670 | -1.1% | -$1.88万 | 减仓 |
| KO | COCA COLA CO | $165.93万 | 0.30% | 21,819 | -691 | -3.1% | -$5.26万 | 减仓 |
| IWD | ISHARES TR | $163.71万 | 0.29% | 7,662 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $156.93万 | 0.28% | 31,260 | -139 | -0.4% | -$6,978 | 减仓 |
| PEP | PEPSICO INC | $154.13万 | 0.27% | 9,925 | 293 | 3.0% | $4.55万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $151.97万 | 0.27% | 15,837 | -1,631 | -9.3% | -$15.65万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $149.30万 | 0.27% | 64,423 | 5,855 | 10.0% | $13.57万 | 加仓 |
| TSLA | TESLA INC | $148.66万 | 0.26% | 3,999 | 341 | 9.3% | $12.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $148.15万 | 0.26% | 2,567 | 237 | 10.2% | $13.68万 | 加仓 |
| CSCO | CISCO SYS INC | $147.80万 | 0.26% | 19,049 | 481 | 2.6% | $3.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $146.90万 | 0.26% | 4,579 | 328 | 7.7% | $10.52万 | 加仓 |
| DTD | WISDOMTREE TR | $145.84万 | 0.26% | 16,887 | 2,155 | 14.6% | $18.61万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.26% | 2 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $143.58万 | 0.26% | 15,038 | 7,298 | 94.3% | $69.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $143.33万 | 0.26% | 2,204 | 121 | 5.8% | $7.87万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $141.79万 | 0.25% | 22,127 | -440 | -1.9% | -$2.82万 | 减仓 |
| VGT | VANGUARD WORLD FD | $139.47万 | 0.25% | 1,999 | 60 | 3.1% | $4.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $138.70万 | 0.25% | 4,641 | -38 | -0.8% | -$1.14万 | 减仓 |
| IDCC | INTERDIGITAL INC | $136.11万 | 0.24% | 4,507 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $131.32万 | 0.23% | 5,378 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $130.32万 | 0.23% | 3,655 | -15 | -0.4% | -$5,348 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $129.39万 | 0.23% | 25,566 | 11,027 | 75.8% | $55.81万 | 加仓 |
| TJX | TJX COS INC NEW | $129.13万 | 0.23% | 8,086 | 25 | 0.3% | $3,992 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $129.00万 | 0.23% | 8,710 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $128.42万 | 0.23% | 26,577 | 500 | 1.9% | $2.42万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $124.72万 | 0.22% | 16,587 | 261 | 1.6% | $1.96万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $122.79万 | 0.22% | 49,403 | 10,695 | 27.6% | $26.58万 | 加仓 |
| BX | BLACKSTONE INC | $115.42万 | 0.21% | 10,038 | 25 | 0.2% | $2,875 | 加仓 |
| ICVT | ISHARES TR | $115.31万 | 0.21% | 11,328 | -492 | -4.2% | -$5.01万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $113.73万 | 0.20% | 60,947 | 3,544 | 6.2% | $6.61万 | 加仓 |
| GE | GE AEROSPACE | $113.37万 | 0.20% | 3,995 | 6 | 0.2% | $1,703 | 加仓 |
| MRBK | MERIDIAN CORP | $112.56万 | 0.20% | 59,366 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $111.85万 | 0.20% | 2,564 | -2 | -0.1% | -$872 | 减仓 |
| HD | HOME DEPOT INC | $111.28万 | 0.20% | 3,383 | 443 | 15.1% | $14.57万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $110.72万 | 0.20% | 24,280 | -68 | -0.3% | -$3,101 | 减仓 |
| RTX | RTX CORPORATION | $109.45万 | 0.19% | 5,674 | 82 | 1.5% | $1.58万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $109.37万 | 0.19% | 15,647 | 518 | 3.4% | $3.62万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $106.20万 | 0.19% | 23,264 | 127 | 0.5% | $5,798 | 加仓 |