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 |
|---|---|---|---|---|---|---|---|---|
| GLXY | GALAXY DIGITAL INC. | $2,425.17万 | 7.00% | 886,792 | 6,913 | 0.8% | $18.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,312.81万 | 6.67% | 285,320 | 4,556 | 1.6% | $36.93万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,319.64万 | 3.81% | 146,871 | -5,541 | -3.6% | -$49.79万 | 减仓 |
| AAPL | APPLE INC | $1,314.96万 | 3.79% | 45,444 | -580 | -1.3% | -$16.78万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1,262.63万 | 3.64% | 247,817 | 40,683 | 19.6% | $207.28万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $980.20万 | 2.83% | 201,438 | 18,838 | 10.3% | $91.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $968.96万 | 2.79% | 12,975 | 581 | 4.7% | $43.39万 | 加仓 |
| AMZN | AMAZON COM INC | $897.06万 | 2.59% | 37,638 | -420 | -1.1% | -$10.01万 | 减仓 |
| IYK | ISHARES TR | $850.27万 | 2.45% | 117,020 | -9,500 | -7.5% | -$69.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $816.05万 | 2.35% | 40,784 | -655 | -1.6% | -$13.11万 | 减仓 |
| GARP | ISHARES TR | $763.87万 | 2.20% | 92,535 | 81,915 | 771.3% | $676.20万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $682.29万 | 1.97% | 158,158 | -3,029 | -1.9% | -$13.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $678.26万 | 1.96% | 9,211 | 64 | 0.7% | $4.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $641.62万 | 1.85% | 17,201 | -79 | -0.5% | -$2.95万 | 减仓 |
| TSLA | TESLA INC | $627.59万 | 1.81% | 14,921 | 155 | 1.0% | $6.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $498.49万 | 1.44% | 7,258 | 558 | 8.3% | $38.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $458.32万 | 1.32% | 7,890 | -413 | -5.0% | -$23.99万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $439.69万 | 1.27% | 196,642 | 2,726 | 1.4% | $6.10万 | 加仓 |
| GOOGL | ALPHABET INC | $386.83万 | 1.12% | 10,824 | 49 | 0.5% | $1.75万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $353.08万 | 1.02% | 77,875 | -1,037 | -1.3% | -$4.70万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $348.39万 | 1.00% | 39,644 | 5,434 | 15.9% | $47.75万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $295.93万 | 0.85% | 46,846 | 110 | 0.2% | $6,949 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $280.40万 | 0.81% | 46,945 | 3,431 | 7.9% | $20.49万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $276.62万 | 0.80% | 133,054 | 133,054 | — | $276.62万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $272.92万 | 0.79% | 21,362 | 78 | 0.4% | $9,965 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $269.37万 | 0.78% | 8,229 | -30 | -0.4% | -$9,820 | 减仓 |
| — | VILLAGE FARMS INTL INC | $266.33万 | 0.77% | 1,334,631 | 718,382 | 116.6% | $143.36万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $253.88万 | 0.73% | 19,053 | -1,743 | -8.4% | -$23.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $244.84万 | 0.71% | 8,707 | 139 | 1.6% | $3.91万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $240.76万 | 0.69% | 7,191 | -914 | -11.3% | -$30.60万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $239.76万 | 0.69% | 49,763 | 1,524 | 3.2% | $7.34万 | 加仓 |
| PAVE | GLOBAL X FDS | $228.77万 | 0.66% | 38,828 | 1,213 | 3.2% | $7.15万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $214.64万 | 0.62% | 26,446 | -14 | -0.1% | -$1,136 | 减仓 |
| AMAT | APPLIED MATLS INC | $211.81万 | 0.61% | 2,930 | -128 | -4.2% | -$9.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $210.31万 | 0.61% | 8,888 | 707 | 8.6% | $16.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $207.11万 | 0.60% | 4,139 | 50 | 1.2% | $2.50万 | 加仓 |
| BAC | BANK OF AMER CORP | $205.68万 | 0.59% | 36,096 | -228 | -0.6% | -$1.30万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $201.93万 | 0.58% | 45,125 | -12,575 | -21.8% | -$56.27万 | 减仓 |
| MAGS | LISTED FDS TR | $196.66万 | 0.57% | 30,585 | -1,547 | -4.8% | -$9.95万 | 减仓 |
| MO | ALTRIA GROUP INC | $185.32万 | 0.53% | 25,757 | 1,729 | 7.2% | $12.44万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $185.12万 | 0.53% | 46,715 | -3,403 | -6.8% | -$13.48万 | 减仓 |
| META | META PLATFORMS INC | $177.02万 | 0.51% | 3,143 | -219 | -6.5% | -$12.33万 | 减仓 |
| WMT | WALMART INC | $176.05万 | 0.51% | 15,544 | -101 | -0.6% | -$1.14万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $174.53万 | 0.50% | 16,170 | -1,255 | -7.2% | -$13.55万 | 减仓 |
| — | EXXON MOBIL CORP | $169.85万 | 0.49% | 12,423 | -256 | -2.0% | -$3.50万 | 减仓 |
| AVGO | BROADCOM INC | $164.09万 | 0.47% | 4,344 | 4 | 0.1% | $1,511 | 加仓 |
| ORCL | ORACLE CORP | $161.16万 | 0.46% | 10,997 | 41 | 0.4% | $6,008 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $155.24万 | 0.45% | 46,632 | 23,136 | 98.5% | $77.02万 | 加仓 |
| ABBV | ABBVIE INC | $149.18万 | 0.43% | 5,928 | 72 | 1.2% | $1.81万 | 加仓 |
| GOOG | ALPHABET INC | $148.46万 | 0.43% | 4,202 | -197 | -4.5% | -$6.96万 | 减仓 |
| ORCL | ORACLE CORP 看跌期权 | $145.08万 | 0.42% | 9,900 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $143.34万 | 0.41% | 1,195 | 14 | 1.2% | $1.68万 | 加仓 |
| QYLD | GLOBAL X FDS | $137.26万 | 0.40% | 74,475 | -290 | -0.4% | -$5,345 | 减仓 |
| DIVO | AMPLIFY ETF TR | $128.53万 | 0.37% | 28,125 | -6,000 | -17.6% | -$27.42万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $125.54万 | 0.36% | 67,752 | 2,388 | 3.7% | $4.42万 | 加仓 |
| HD | HOME DEPOT INC | $124.89万 | 0.36% | 3,541 | -184 | -4.9% | -$6.49万 | 减仓 |
| SPYI | NEOS ETF TRUST | $121.43万 | 0.35% | 22,872 | 60 | 0.3% | $3,185 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $119.64万 | 0.35% | 28,257 | 94 | 0.3% | $3,980 | 加仓 |
| GLW | CORNING INC | $119.32万 | 0.34% | 4,672 | 32 | 0.7% | $8,173 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $118.06万 | 0.34% | 4,391 | -74 | -1.7% | -$1.99万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $115.47万 | 0.33% | 1,513 | 35 | 2.4% | $2.67万 | 加仓 |
| COWZ | PACER FDS TR | $115.13万 | 0.33% | 18,509 | 1,737 | 10.4% | $10.80万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $113.86万 | 0.33% | 986 | 31 | 3.2% | $3.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $111.99万 | 0.32% | 3,026 | -473 | -13.5% | -$17.51万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $106.24万 | 0.31% | 8,312 | 8 | 0.1% | $1,023 | 加仓 |
| IMCG | ISHARES TR | $104.79万 | 0.30% | 10,660 | 835 | 8.5% | $8.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $104.35万 | 0.30% | 11,889 | 293 | 2.5% | $2.57万 | 加仓 |
| T | AT&T INC | $102.62万 | 0.30% | 49,574 | 210 | 0.4% | $4,347 | 加仓 |
| V | VISA INC | $100.93万 | 0.29% | 2,942 | -67 | -2.2% | -$2.30万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $100.63万 | 0.29% | 2,322 | -38 | -1.6% | -$1.65万 | 减仓 |
| CAT | CATERPILLAR INC | $98.81万 | 0.29% | 928 | 1 | 0.1% | $1,065 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $97.84万 | 0.28% | 8,386 | -722 | -7.9% | -$8.42万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $97.70万 | 0.28% | 15,819 | -191 | -1.2% | -$1.18万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $97.63万 | 0.28% | 16,193 | -409 | -2.5% | -$2.47万 | 减仓 |
| MRK | MERCK & CO INC | $97.51万 | 0.28% | 7,589 | 186 | 2.5% | $2.39万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $95.44万 | 0.28% | 15,528 | 207 | 1.4% | $1.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $95.14万 | 0.27% | 941 | 2 | 0.2% | $2,022 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $93.38万 | 0.27% | 40,741 | 88 | 0.2% | $2,017 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $91.53万 | 0.26% | 4,302 | -86 | -2.0% | -$1.83万 | 减仓 |
| SOXX | ISHARES TR | $89.57万 | 0.26% | 1,398 | -17 | -1.2% | -$1.09万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $88.10万 | 0.25% | 17,421 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $87.46万 | 0.25% | 8,454 | 287 | 3.5% | $2.97万 | 加仓 |
| ENB | ENBRIDGE INC | $85.24万 | 0.25% | 15,724 | -30 | -0.2% | -$1,626 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $82.96万 | 0.24% | 13,549 | 205 | 1.5% | $1.26万 | 加仓 |
| IWY | ISHARES TR | $82.10万 | 0.24% | 2,825 | -51 | -1.8% | -$1.48万 | 减仓 |
| GE | GE AEROSPACE | $82.06万 | 0.24% | 2,196 | -72 | -3.2% | -$2.69万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $79.62万 | 0.23% | 8,478 | 1 | 0.0% | $94 | 加仓 |
| CSCO | CISCO SYS INC | $78.68万 | 0.23% | 6,699 | -71 | -1.0% | -$8,339 | 减仓 |
| IGV | ISHARES TR | $77.74万 | 0.22% | 8,580 | 8,580 | — | $77.74万 | 新建仓 |
| COR | CENCORA INC | $77.55万 | 0.22% | 2,741 | 1 | 0.0% | $283 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $75.52万 | 0.22% | 6,690 | -864 | -11.4% | -$9.75万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $75.12万 | 0.22% | 1,438 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $75.07万 | 0.22% | 4,637 | -200 | -4.1% | -$3.24万 | 减仓 |
| PFE | PFIZER INC | $74.72万 | 0.22% | 31,030 | 2,261 | 7.9% | $5.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.82万 | 0.21% | 2,907 | 501 | 20.8% | $12.72万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $73.65万 | 0.21% | 10,337 | 888 | 9.4% | $6.33万 | 加仓 |
| DGRW | WISDOMTREE TR | $71.16万 | 0.21% | 7,442 | -1,532 | -17.1% | -$14.65万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $70.14万 | 0.20% | 3,132 | -22 | -0.7% | -$4,927 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $69.90万 | 0.20% | 6,318 | 940 | 17.5% | $10.40万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $69.76万 | 0.20% | 22,000 | 3,160 | 16.8% | $10.02万 | 加仓 |