Key Client Fiduciary Advisors, LLC
Fairfield NJ · SEC CIK 0001912612
$3.47亿2026Q2 申报市值
232持仓数
37.9%前十大占比 · 第一大 7.0%
24 / 12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
GARP 加仓+$676.20万
ACYN 新建仓+$276.62万
PVAL 加仓+$207.28万
VILLAGE FARMS IN 加仓+$143.36万
FDL 加仓+$91.67万
2026Q2 卖出最多 按季末市值估算
FTGS 清仓-$488.49万
LB 清仓-$177.88万
INVESCO GALAXY B 减仓-$88.21万
IYK 减仓-$69.03万
FTSL 减仓-$56.27万
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 |
|---|---|---|---|---|---|---|---|---|
| FTQI | FIRST TR EXCHANGE TRADED FD | $42.35万 | 0.12% | 19,170 | 1,919 | 11.1% | $4.24万 | 加仓 |
| EEM | ISHARES TR | $42.49万 | 0.12% | 6,211 | 962 | 18.3% | $6.58万 | 加仓 |
| XSD | SPDR SERIES TRUST | $43.30万 | 0.12% | 694 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $43.95万 | 0.13% | 10,776 | 86 | 0.8% | $3,508 | 加仓 |
| DIS | DISNEY WALT CO | $44.82万 | 0.13% | 4,656 | -418 | -8.2% | -$4.02万 | 减仓 |
| AGNC | AGNC INVT CORP | $45.62万 | 0.13% | 41,853 | 6,143 | 17.2% | $6.70万 | 加仓 |
| INFL | LISTED FDS TR | $46.22万 | 0.13% | 9,266 | 4,816 | 108.2% | $24.02万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $46.46万 | 0.13% | 4,044 | 10 | 0.2% | $1,149 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $47.42万 | 0.14% | 1,778 | 1,778 | — | $47.42万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $48.21万 | 0.14% | 6,432 | -93 | -1.4% | -$6,971 | 减仓 |
| QBTS | D-WAVE QUANTUM INC 看跌期权 | $50.38万 | 0.15% | 21,000 | -1,000 | -4.5% | -$2.40万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $50.61万 | 0.15% | 31,870 | 1,135 | 3.7% | $1.80万 | 加仓 |
| CSX | CSX CORP | $50.86万 | 0.15% | 10,700 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $51.67万 | 0.15% | 4,342 | 16 | 0.4% | $1,904 | 加仓 |
| GEV | GE VERNOVA INC | $51.69万 | 0.15% | 440 | 1 | 0.2% | $1,175 | 加仓 |
| AXON | AXON ENTERPRISE INC | $52.25万 | 0.15% | 932 | 932 | — | $52.25万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $55.10万 | 0.16% | 3,621 | 86 | 2.4% | $1.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.32万 | 0.16% | 3,772 | -27 | -0.7% | -$3,960 | 减仓 |
| NFLX | NETFLIX INC. | $56.69万 | 0.16% | 7,940 | -330 | -4.0% | -$2.36万 | 减仓 |
| CRM | SALESFORCE INC 看跌期权 | $57.96万 | 0.17% | 3,700 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY BITCOIN ETF | $58.15万 | 0.17% | 9,957 | -15,104 | -60.3% | -$88.21万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $58.36万 | 0.17% | 2,402 | -65 | -2.6% | -$1.58万 | 减仓 |
| SGOL | ETFS GOLD TR | $58.87万 | 0.17% | 15,398 | 1,602 | 11.6% | $6.12万 | 加仓 |
| LOW | LOWES COS INC | $58.99万 | 0.17% | 2,676 | -15 | -0.6% | -$3,307 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $59.45万 | 0.17% | 3,286 | 2,006 | 156.7% | $36.29万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $59.45万 | 0.17% | 3,595 | 717 | 24.9% | $11.86万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $59.72万 | 0.17% | 4,216 | -143 | -3.3% | -$2.03万 | 减仓 |
| GLD | SPDR GOLD TR | $59.82万 | 0.17% | 1,624 | -93 | -5.4% | -$3.43万 | 减仓 |
| — | ETF SER SOLUTIONS | $60.92万 | 0.18% | 15,807 | -843 | -5.1% | -$3.25万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $61.13万 | 0.18% | 8,620 | 1,860 | 27.5% | $13.19万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $61.51万 | 0.18% | 3,877 | 7 | 0.2% | $1,111 | 加仓 |
| CRM | SALESFORCE INC | $62.07万 | 0.18% | 3,962 | -42 | -1.0% | -$6,579 | 减仓 |
| VGT | VANGUARD WORLD FD | $62.38万 | 0.18% | 5,219 | 11 | 0.2% | $1,315 | 加仓 |
| KO | COCA COLA CO | $62.38万 | 0.18% | 7,676 | 935 | 13.9% | $7.60万 | 加仓 |
| INTC | INTEL CORP | $62.56万 | 0.18% | 4,481 | 4,481 | — | $62.56万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $63.42万 | 0.18% | 11,831 | -349 | -2.9% | -$1.87万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $63.60万 | 0.18% | 1,739 | -14 | -0.8% | -$5,120 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $65.02万 | 0.19% | 38,936 | -1,721 | -4.2% | -$2.87万 | 减仓 |
| NOBL | PROSHARES TR | $65.20万 | 0.19% | 11,610 | -240 | -2.0% | -$1.35万 | 减仓 |
| IVV | ISHARES TR | $66.44万 | 0.19% | 887 | -104 | -10.5% | -$7.79万 | 减仓 |
| HACK | AMPLIFY ETF TR | $67.85万 | 0.20% | 6,466 | -425 | -6.2% | -$4.46万 | 减仓 |
| WFC | WELLS FARGO & CO | $68.22万 | 0.20% | 8,255 | 1,910 | 30.1% | $15.78万 | 加仓 |
| SMH | VANECK ETF TRUST | $68.28万 | 0.20% | 1,041 | 100 | 10.6% | $6.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.80万 | 0.20% | 735 | -51 | -6.5% | -$4.77万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $69.76万 | 0.20% | 22,000 | 3,160 | 16.8% | $10.02万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $69.90万 | 0.20% | 6,318 | 940 | 17.5% | $10.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $70.14万 | 0.20% | 3,132 | -22 | -0.7% | -$4,927 | 减仓 |
| DGRW | WISDOMTREE TR | $71.16万 | 0.21% | 7,442 | -1,532 | -17.1% | -$14.65万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $73.65万 | 0.21% | 10,337 | 888 | 9.4% | $6.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.82万 | 0.21% | 2,907 | 501 | 20.8% | $12.72万 | 加仓 |
| PFE | PFIZER INC | $74.72万 | 0.22% | 31,030 | 2,261 | 7.9% | $5.44万 | 加仓 |
| MMM | 3M CO | $75.07万 | 0.22% | 4,637 | -200 | -4.1% | -$3.24万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $75.12万 | 0.22% | 1,438 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $75.52万 | 0.22% | 6,690 | -864 | -11.4% | -$9.75万 | 减仓 |
| COR | CENCORA INC | $77.55万 | 0.22% | 2,741 | 1 | 0.0% | $283 | 加仓 |
| IGV | ISHARES TR | $77.74万 | 0.22% | 8,580 | 8,580 | — | $77.74万 | 新建仓 |
| CSCO | CISCO SYS INC | $78.68万 | 0.23% | 6,699 | -71 | -1.0% | -$8,339 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $79.62万 | 0.23% | 8,478 | 1 | 0.0% | $94 | 加仓 |
| GE | GE AEROSPACE | $82.06万 | 0.24% | 2,196 | -72 | -3.2% | -$2.69万 | 减仓 |
| IWY | ISHARES TR | $82.10万 | 0.24% | 2,825 | -51 | -1.8% | -$1.48万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $82.96万 | 0.24% | 13,549 | 205 | 1.5% | $1.26万 | 加仓 |
| ENB | ENBRIDGE INC | $85.24万 | 0.25% | 15,724 | -30 | -0.2% | -$1,626 | 减仓 |
| CVS | CVS HEALTH CORP | $87.46万 | 0.25% | 8,454 | 287 | 3.5% | $2.97万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $88.10万 | 0.25% | 17,421 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $89.57万 | 0.26% | 1,398 | -17 | -1.2% | -$1.09万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $91.53万 | 0.26% | 4,302 | -86 | -2.0% | -$1.83万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $93.38万 | 0.27% | 40,741 | 88 | 0.2% | $2,017 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $95.14万 | 0.27% | 941 | 2 | 0.2% | $2,022 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $95.44万 | 0.28% | 15,528 | 207 | 1.4% | $1.27万 | 加仓 |
| MRK | MERCK & CO INC | $97.51万 | 0.28% | 7,589 | 186 | 2.5% | $2.39万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $97.63万 | 0.28% | 16,193 | -409 | -2.5% | -$2.47万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $97.70万 | 0.28% | 15,819 | -191 | -1.2% | -$1.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $97.84万 | 0.28% | 8,386 | -722 | -7.9% | -$8.42万 | 减仓 |
| CAT | CATERPILLAR INC | $98.81万 | 0.29% | 928 | 1 | 0.1% | $1,065 | 加仓 |
| LRCX | LAM RESEARCH CORP | $100.63万 | 0.29% | 2,322 | -38 | -1.6% | -$1.65万 | 减仓 |
| V | VISA INC | $100.93万 | 0.29% | 2,942 | -67 | -2.2% | -$2.30万 | 减仓 |
| T | AT&T INC | $102.62万 | 0.30% | 49,574 | 210 | 0.4% | $4,347 | 加仓 |
| NEE | NEXTERA ENERGY INC | $104.35万 | 0.30% | 11,889 | 293 | 2.5% | $2.57万 | 加仓 |
| IMCG | ISHARES TR | $104.79万 | 0.30% | 10,660 | 835 | 8.5% | $8.21万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $106.24万 | 0.31% | 8,312 | 8 | 0.1% | $1,023 | 加仓 |
| VTI | VANGUARD INDEX FDS | $111.99万 | 0.32% | 3,026 | -473 | -13.5% | -$17.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $113.86万 | 0.33% | 986 | 31 | 3.2% | $3.58万 | 加仓 |
| COWZ | PACER FDS TR | $115.13万 | 0.33% | 18,509 | 1,737 | 10.4% | $10.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $115.47万 | 0.33% | 1,513 | 35 | 2.4% | $2.67万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $118.06万 | 0.34% | 4,391 | -74 | -1.7% | -$1.99万 | 减仓 |
| GLW | CORNING INC | $119.32万 | 0.34% | 4,672 | 32 | 0.7% | $8,173 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $119.64万 | 0.35% | 28,257 | 94 | 0.3% | $3,980 | 加仓 |
| SPYI | NEOS ETF TRUST | $121.43万 | 0.35% | 22,872 | 60 | 0.3% | $3,185 | 加仓 |
| HD | HOME DEPOT INC | $124.89万 | 0.36% | 3,541 | -184 | -4.9% | -$6.49万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $125.54万 | 0.36% | 67,752 | 2,388 | 3.7% | $4.42万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $128.53万 | 0.37% | 28,125 | -6,000 | -17.6% | -$27.42万 | 减仓 |
| QYLD | GLOBAL X FDS | $137.26万 | 0.40% | 74,475 | -290 | -0.4% | -$5,345 | 减仓 |
| LLY | ELI LILLY & CO | $143.34万 | 0.41% | 1,195 | 14 | 1.2% | $1.68万 | 加仓 |
| ORCL | ORACLE CORP 看跌期权 | $145.08万 | 0.42% | 9,900 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $148.46万 | 0.43% | 4,202 | -197 | -4.5% | -$6.96万 | 减仓 |
| ABBV | ABBVIE INC | $149.18万 | 0.43% | 5,928 | 72 | 1.2% | $1.81万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $155.24万 | 0.45% | 46,632 | 23,136 | 98.5% | $77.02万 | 加仓 |
| ORCL | ORACLE CORP | $161.16万 | 0.46% | 10,997 | 41 | 0.4% | $6,008 | 加仓 |
| AVGO | BROADCOM INC | $164.09万 | 0.47% | 4,344 | 4 | 0.1% | $1,511 | 加仓 |
| — | EXXON MOBIL CORP | $169.85万 | 0.49% | 12,423 | -256 | -2.0% | -$3.50万 | 减仓 |