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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,974.43万 | 4.87% | 102,793 | -679 | -0.7% | -$19.65万 | 减仓 |
| DOL | WISDOMTREE TR | $2,277.89万 | 3.73% | 306,315 | -15,020 | -4.7% | -$111.70万 | 减仓 |
| DNL | WISDOMTREE TR | $2,088.58万 | 3.42% | 452,268 | -10,564 | -2.3% | -$48.78万 | 减仓 |
| EES | WISDOMTREE TR | $1,992.85万 | 3.26% | 293,975 | 5,936 | 2.1% | $40.24万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,971.88万 | 3.23% | 180,724 | -2,315 | -1.3% | -$25.26万 | 减仓 |
| GOVT | ISHARES TR | $1,962.07万 | 3.21% | 861,313 | 87,983 | 11.4% | $200.43万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,470.16万 | 2.41% | 402,453 | -7,903 | -1.9% | -$28.87万 | 减仓 |
| EFG | ISHARES TR | $1,246.56万 | 2.04% | 100,190 | 10,210 | 11.3% | $127.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,078.40万 | 1.77% | 28,910 | 239 | 0.8% | $8.92万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $1,038.58万 | 1.70% | 248,600 | -1,090 | -0.4% | -$4.55万 | 减仓 |
| — | EXXON MOBIL CORP | $994.04万 | 1.63% | 72,706 | 25,331 | 53.5% | $346.33万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $956.91万 | 1.57% | 80,325 | -2,802 | -3.4% | -$33.38万 | 减仓 |
| DLN | WISDOMTREE TR | $924.82万 | 1.51% | 96,015 | 478 | 0.5% | $4.60万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $924.43万 | 1.51% | 152,069 | 78 | 0.1% | $4,742 | 加仓 |
| SPYG | SPDR SERIES TRUST | $898.48万 | 1.47% | 75,509 | -7,053 | -8.5% | -$83.92万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $896.76万 | 1.47% | 102,869 | 1,006 | 1.0% | $8.77万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $869.03万 | 1.42% | 367,608 | 25,552 | 7.5% | $60.40万 | 加仓 |
| AVGO | BROADCOM INC | $734.23万 | 1.20% | 19,437 | -1,038 | -5.1% | -$39.21万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $710.39万 | 1.16% | 368,269 | -27,278 | -6.9% | -$52.62万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $689.32万 | 1.13% | 292,767 | 99,149 | 51.2% | $233.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $658.98万 | 1.08% | 32,934 | -740 | -2.2% | -$14.81万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $650.40万 | 1.07% | 229,094 | -8,647 | -3.6% | -$24.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $637.36万 | 1.04% | 25,096 | -767 | -3.0% | -$19.48万 | 减仓 |
| DES | WISDOMTREE TR | $632.24万 | 1.04% | 155,418 | -3,283 | -2.1% | -$13.36万 | 减仓 |
| AMZN | AMAZON COM INC | $627.33万 | 1.03% | 26,321 | -1,299 | -4.7% | -$30.96万 | 减仓 |
| GOOGL | ALPHABET INC | $611.42万 | 1.00% | 17,109 | -257 | -1.5% | -$9.18万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $603.79万 | 0.99% | 208,130 | -355 | -0.2% | -$1.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $578.29万 | 0.95% | 17,667 | -4,391 | -19.9% | -$143.73万 | 减仓 |
| EFV | ISHARES TR | $513.51万 | 0.84% | 67,082 | 8,508 | 14.5% | $65.13万 | 加仓 |
| IWF | ISHARES TR | $505.37万 | 0.83% | 40,700 | -964 | -2.3% | -$11.97万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $504.89万 | 0.83% | 97,507 | 366 | 0.4% | $1.90万 | 加仓 |
| — | PROSHARES TR | $469.91万 | 0.77% | 109,687 | 17,016 | 18.4% | $72.90万 | 加仓 |
| DWM | WISDOMTREE TR | $459.24万 | 0.75% | 62,725 | -1,083 | -1.7% | -$7.93万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $436.27万 | 0.71% | 36,956 | 8,051 | 27.9% | $95.04万 | 加仓 |
| ABBV | ABBVIE INC | $413.54万 | 0.68% | 16,434 | -119 | -0.7% | -$2.99万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $376.07万 | 0.62% | 76,610 | 76,610 | — | $376.07万 | 新建仓 |
| IVW | ISHARES TR | $350.67万 | 0.57% | 25,498 | -38 | -0.1% | -$5,226 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $301.52万 | 0.49% | 154,429 | -22,984 | -13.0% | -$44.88万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $296.18万 | 0.49% | 58,569 | 33,003 | 129.1% | $166.90万 | 加仓 |
| MRK | MERCK & CO INC | $291.39万 | 0.48% | 22,676 | -2,536 | -10.1% | -$32.59万 | 减仓 |
| IVV | ISHARES TR | $289.74万 | 0.47% | 3,869 | 1 | 0.0% | $749 | 加仓 |
| GOOG | ALPHABET INC | $287.72万 | 0.47% | 8,143 | 463 | 6.0% | $16.36万 | 加仓 |
| CI | THE CIGNA GROUP | $285.58万 | 0.47% | 10,359 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $284.85万 | 0.47% | 33,068 | -94 | -0.3% | -$8,097 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $259.25万 | 0.42% | 110,601 | -36,119 | -24.6% | -$84.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $256.25万 | 0.42% | 5,121 | 38 | 0.7% | $1.90万 | 加仓 |
| ISCG | ISHARES TR | $237.62万 | 0.39% | 36,255 | -212 | -0.6% | -$1.39万 | 减仓 |
| STBA | S & T BANCORP INC | $236.59万 | 0.39% | 48,205 | -1,877 | -3.7% | -$9.21万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $224.39万 | 0.37% | 114,395 | -22,146 | -16.2% | -$43.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $223.21万 | 0.37% | 3,250 | 29 | 0.9% | $1.99万 | 加仓 |
| MCD | MCDONALDS CORP | $216.95万 | 0.36% | 8,026 | -75 | -0.9% | -$2.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $210.05万 | 0.34% | 14,324 | -1,955 | -12.0% | -$28.67万 | 减仓 |
| ORCL | ORACLE CORP | $208.39万 | 0.34% | 14,220 | 17 | 0.1% | $2,491 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $208.24万 | 0.34% | 17,849 | -1,933 | -9.8% | -$22.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $205.72万 | 0.34% | 9,440 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $195.31万 | 0.32% | 16,690 | 1,652 | 11.0% | $19.33万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $192.97万 | 0.32% | 28,563 | -947 | -3.2% | -$6.40万 | 减仓 |
| VGT | VANGUARD WORLD FD | $191.14万 | 0.31% | 15,992 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $189.93万 | 0.31% | 8,481 | -2,300 | -21.3% | -$51.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $187.33万 | 0.31% | 2,544 | -23 | -0.9% | -$1.69万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $183.54万 | 0.30% | 79,698 | -31,078 | -28.1% | -$71.57万 | 减仓 |
| IWD | ISHARES TR | $182.12万 | 0.30% | 7,512 | -150 | -2.0% | -$3.64万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $177.78万 | 0.29% | 81,108 | -32,767 | -28.8% | -$71.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $169.44万 | 0.28% | 4,579 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $168.91万 | 0.28% | 18,615 | -272 | -1.4% | -$2.47万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $166.84万 | 0.27% | 81,927 | -23,405 | -22.2% | -$47.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $164.80万 | 0.27% | 2,207 | 3 | 0.1% | $2,240 | 加仓 |
| DTD | WISDOMTREE TR | $163.99万 | 0.27% | 17,587 | 700 | 4.1% | $6.53万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $163.64万 | 0.27% | 24,214 | 8,913 | 58.3% | $60.23万 | 加仓 |
| GE | GE AEROSPACE | $162.68万 | 0.27% | 4,353 | 358 | 9.0% | $13.38万 | 加仓 |
| TSLA | TESLA INC | $161.89万 | 0.27% | 3,849 | -150 | -3.8% | -$6.31万 | 减仓 |
| VV | VANGUARD INDEX FDS | $159.61万 | 0.26% | 4,641 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $158.89万 | 0.26% | 3,880 | 225 | 6.2% | $9.21万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $158.62万 | 0.26% | 17,605 | 1,018 | 6.1% | $9.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $158.27万 | 0.26% | 22,213 | 86 | 0.4% | $6,127 | 加仓 |
| SPSM | SPDR SERIES TRUST | $152.80万 | 0.25% | 26,496 | -81 | -0.3% | -$4,671 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $150.97万 | 0.25% | 71,944 | -33,770 | -31.9% | -$70.87万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.25% | 2 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $147.31万 | 0.24% | 11,530 | 2,746 | 31.3% | $35.08万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $146.82万 | 0.24% | 13,098 | -2,739 | -17.3% | -$30.70万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $146.09万 | 0.24% | 63,641 | -782 | -1.2% | -$1.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $145.74万 | 0.24% | 8,792 | -1,001 | -10.2% | -$16.59万 | 减仓 |
| CSCO | CISCO SYS INC | $144.46万 | 0.24% | 12,299 | -6,750 | -35.4% | -$79.29万 | 减仓 |
| GLW | CORNING INC | $144.39万 | 0.24% | 5,653 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $137.91万 | 0.23% | 11,328 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $137.64万 | 0.23% | 8,710 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $137.50万 | 0.23% | 5,378 | 0 | 0.0% | — | 不变 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $137.48万 | 0.23% | 54,685 | 5,282 | 10.7% | $13.28万 | 加仓 |
| KO | COCA COLA CO | $137.34万 | 0.22% | 16,899 | -4,920 | -22.5% | -$39.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $136.98万 | 0.22% | 2,358 | -95 | -3.9% | -$5.52万 | 减仓 |
| PEP | PEPSICO INC | $133.88万 | 0.22% | 9,888 | -37 | -0.4% | -$5,010 | 减仓 |
| GEV | GE VERNOVA INC | $126.30万 | 0.21% | 1,075 | 95 | 9.7% | $11.16万 | 加仓 |
| PFE | PFIZER INC | $126.22万 | 0.21% | 52,416 | -7,942 | -13.2% | -$19.12万 | 减仓 |
| IWM | ISHARES TR | $124.96万 | 0.20% | 4,159 | -121 | -2.8% | -$3.64万 | 减仓 |
| IJT | ISHARES TR | $123.16万 | 0.20% | 6,896 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $122.81万 | 0.20% | 8,106 | 20 | 0.2% | $3,030 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $122.44万 | 0.20% | 2,946 | -26 | -0.9% | -$1.08万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $118.95万 | 0.19% | 15,726 | 79 | 0.5% | $5,976 | 加仓 |
| MRBK | MERIDIAN CORP | $118.91万 | 0.19% | 59,366 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $118.80万 | 0.19% | 23,577 | 313 | 1.3% | $1.58万 | 加仓 |