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 |
|---|---|---|---|---|---|---|---|---|
| PRU | PRUDENTIAL FINL INC | $174.53万 | 0.50% | 16,170 | -1,255 | -7.2% | -$13.55万 | 减仓 |
| WMT | WALMART INC | $176.05万 | 0.51% | 15,544 | -101 | -0.6% | -$1.14万 | 减仓 |
| META | META PLATFORMS INC | $177.02万 | 0.51% | 3,143 | -219 | -6.5% | -$12.33万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $185.12万 | 0.53% | 46,715 | -3,403 | -6.8% | -$13.48万 | 减仓 |
| MO | ALTRIA GROUP INC | $185.32万 | 0.53% | 25,757 | 1,729 | 7.2% | $12.44万 | 加仓 |
| MAGS | LISTED FDS TR | $196.66万 | 0.57% | 30,585 | -1,547 | -4.8% | -$9.95万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $201.93万 | 0.58% | 45,125 | -12,575 | -21.8% | -$56.27万 | 减仓 |
| BAC | BANK OF AMER CORP | $205.68万 | 0.59% | 36,096 | -228 | -0.6% | -$1.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $207.11万 | 0.60% | 4,139 | 50 | 1.2% | $2.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $210.31万 | 0.61% | 8,888 | 707 | 8.6% | $16.73万 | 加仓 |
| AMAT | APPLIED MATLS INC | $211.81万 | 0.61% | 2,930 | -128 | -4.2% | -$9.25万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $214.64万 | 0.62% | 26,446 | -14 | -0.1% | -$1,136 | 减仓 |
| PAVE | GLOBAL X FDS | $228.77万 | 0.66% | 38,828 | 1,213 | 3.2% | $7.15万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $239.76万 | 0.69% | 49,763 | 1,524 | 3.2% | $7.34万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $240.76万 | 0.69% | 7,191 | -914 | -11.3% | -$30.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $244.84万 | 0.71% | 8,707 | 139 | 1.6% | $3.91万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $253.88万 | 0.73% | 19,053 | -1,743 | -8.4% | -$23.23万 | 减仓 |
| — | VILLAGE FARMS INTL INC | $266.33万 | 0.77% | 1,334,631 | 718,382 | 116.6% | $143.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $269.37万 | 0.78% | 8,229 | -30 | -0.4% | -$9,820 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $272.92万 | 0.79% | 21,362 | 78 | 0.4% | $9,965 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $276.62万 | 0.80% | 133,054 | 133,054 | — | $276.62万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $280.40万 | 0.81% | 46,945 | 3,431 | 7.9% | $20.49万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $295.93万 | 0.85% | 46,846 | 110 | 0.2% | $6,949 | 加仓 |
| SPYM | SPDR SERIES TRUST | $348.39万 | 1.00% | 39,644 | 5,434 | 15.9% | $47.75万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $353.08万 | 1.02% | 77,875 | -1,037 | -1.3% | -$4.70万 | 减仓 |
| GOOGL | ALPHABET INC | $386.83万 | 1.12% | 10,824 | 49 | 0.5% | $1.75万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $439.69万 | 1.27% | 196,642 | 2,726 | 1.4% | $6.10万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $458.32万 | 1.32% | 7,890 | -413 | -5.0% | -$23.99万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $498.49万 | 1.44% | 7,258 | 558 | 8.3% | $38.32万 | 加仓 |
| TSLA | TESLA INC | $627.59万 | 1.81% | 14,921 | 155 | 1.0% | $6.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $641.62万 | 1.85% | 17,201 | -79 | -0.5% | -$2.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $678.26万 | 1.96% | 9,211 | 64 | 0.7% | $4.71万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $682.29万 | 1.97% | 158,158 | -3,029 | -1.9% | -$13.07万 | 减仓 |
| GARP | ISHARES TR | $763.87万 | 2.20% | 92,535 | 81,915 | 771.3% | $676.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $816.05万 | 2.35% | 40,784 | -655 | -1.6% | -$13.11万 | 减仓 |
| IYK | ISHARES TR | $850.27万 | 2.45% | 117,020 | -9,500 | -7.5% | -$69.03万 | 减仓 |
| AMZN | AMAZON COM INC | $897.06万 | 2.59% | 37,638 | -420 | -1.1% | -$10.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $968.96万 | 2.79% | 12,975 | 581 | 4.7% | $43.39万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $980.20万 | 2.83% | 201,438 | 18,838 | 10.3% | $91.67万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,262.63万 | 3.64% | 247,817 | 40,683 | 19.6% | $207.28万 | 加仓 |
| AAPL | APPLE INC | $1,314.96万 | 3.79% | 45,444 | -580 | -1.3% | -$16.78万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,319.64万 | 3.81% | 146,871 | -5,541 | -3.6% | -$49.79万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,312.81万 | 6.67% | 285,320 | 4,556 | 1.6% | $36.93万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $2,425.17万 | 7.00% | 886,792 | 6,913 | 0.8% | $18.91万 | 加仓 |