Key Client Fiduciary Advisors, LLC
Fairfield NJ · SEC CIK 0001912612
$2.94亿2026Q1 申报市值
216持仓数
36.6%前十大占比 · 第一大 6.5%
13 / 14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
CIBR 新建仓+$955.32万
IYK 加仓+$855.64万
PVAL 加仓+$335.64万
AMZN 加仓+$181.40万
V 加仓+$56.07万
2026Q1 卖出最多 按季末市值估算
MISL 清仓-$1,307.02万
MLPX 减仓-$285.65万
LB 减仓-$181.84万
WMT 减仓-$140.97万
FIRST TR EXCHNG 减仓-$48.75万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $192.35万 | 0.65% | 3,362 | 171 | 5.4% | $9.78万 | 加仓 |
| WMT | WALMART INC | $194.43万 | 0.66% | 15,645 | -11,343 | -42.0% | -$140.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $195.94万 | 0.67% | 4,089 | -52 | -1.3% | -$2.49万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $203.09万 | 0.69% | 8,105 | 285 | 3.6% | $7.14万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $207.69万 | 0.71% | 8,568 | 205 | 2.5% | $4.97万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $214.20万 | 0.73% | 26,460 | 13 | 0.0% | $1,052 | 加仓 |
| — | EXXON MOBIL CORP | $215.12万 | 0.73% | 12,679 | 188 | 1.5% | $3.19万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $217.11万 | 0.74% | 46,736 | 9,537 | 25.6% | $44.30万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $226.87万 | 0.77% | 48,239 | 2,232 | 4.9% | $10.50万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $230.38万 | 0.78% | 20,796 | -1,575 | -7.0% | -$17.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $242.95万 | 0.83% | 8,259 | 139 | 1.7% | $4.09万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $244.58万 | 0.83% | 21,284 | 394 | 1.9% | $4.53万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $258.50万 | 0.88% | 57,700 | 685 | 1.2% | $3.07万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $260.13万 | 0.88% | 43,514 | 1,804 | 4.3% | $10.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $261.84万 | 0.89% | 34,210 | 2,438 | 7.7% | $18.66万 | 加仓 |
| GOOGL | ALPHABET INC | $309.84万 | 1.05% | 10,775 | 717 | 7.1% | $20.62万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $362.13万 | 1.23% | 78,912 | -871 | -1.1% | -$4.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $400.38万 | 1.36% | 6,700 | 668 | 11.1% | $39.92万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $410.13万 | 1.39% | 193,916 | 3,900 | 2.1% | $8.25万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $488.49万 | 1.66% | 143,482 | 2,546 | 1.8% | $8.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $527.95万 | 1.79% | 9,147 | 334 | 3.8% | $19.28万 | 加仓 |
| TSLA | TESLA INC | $548.94万 | 1.87% | 14,766 | -622 | -4.0% | -$23.12万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $635.56万 | 2.16% | 161,187 | 4,749 | 3.0% | $18.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $639.67万 | 2.17% | 17,280 | 1,023 | 6.3% | $37.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $722.69万 | 2.46% | 41,439 | -472 | -1.1% | -$8.23万 | 减仓 |
| AMZN | AMAZON COM INC | $792.64万 | 2.69% | 38,058 | 8,710 | 29.7% | $181.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $806.04万 | 2.74% | 12,394 | 32 | 0.3% | $2.08万 | 加仓 |
| IYK | ISHARES TR | $886.02万 | 3.01% | 126,520 | 122,182 | 2,816.6% | $855.64万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $927.61万 | 3.15% | 182,600 | 3,109 | 1.7% | $15.79万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $955.32万 | 3.25% | 152,412 | 152,412 | — | $955.32万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $961.10万 | 3.27% | 207,134 | 72,336 | 53.7% | $335.64万 | 加仓 |
| AAPL | APPLE INC | $1,168.03万 | 3.97% | 46,024 | 464 | 1.0% | $11.78万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $1,623.38万 | 5.52% | 879,879 | 21,336 | 2.5% | $39.36万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,917.05万 | 6.52% | 280,764 | -1,905 | -0.7% | -$13.01万 | 减仓 |