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 |
|---|---|---|---|---|---|---|---|---|
| — | ETF SER SOLUTIONS | $61.98万 | 0.21% | 16,650 | -123 | -0.7% | -$4,579 | 减仓 |
| SGOL | ETFS GOLD TR | $61.56万 | 0.21% | 13,796 | 771 | 5.9% | $3.44万 | 加仓 |
| SLV | ISHARES SILVER TR | $61.00万 | 0.21% | 8,952 | 2,396 | 36.5% | $16.33万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $60.87万 | 0.21% | 5,378 | 22 | 0.4% | $2,490 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $60.55万 | 0.21% | 9,449 | 719 | 8.2% | $4.61万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $60.13万 | 0.20% | 12,180 | -1,581 | -11.5% | -$7.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $58.82万 | 0.20% | 2,406 | -66 | -2.7% | -$1.61万 | 减仓 |
| CVS | CVS HEALTH CORP | $58.66万 | 0.20% | 8,167 | 228 | 2.9% | $1.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $57.80万 | 0.20% | 18,840 | -3,771 | -16.7% | -$11.57万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $57.71万 | 0.20% | 1,478 | -40 | -2.6% | -$1.56万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $57.21万 | 0.19% | 4,359 | 32 | 0.7% | $4,200 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $56.74万 | 0.19% | 3,870 | 7 | 0.2% | $1,026 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $55.29万 | 0.19% | 9,025 | 21 | 0.2% | $1,286 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.88万 | 0.19% | 3,799 | -26 | -0.7% | -$3,756 | 减仓 |
| VBR | VANGUARD INDEX FDS | $53.59万 | 0.18% | 2,467 | 6 | 0.2% | $1,303 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $53.23万 | 0.18% | 30,735 | -604 | -1.9% | -$1.05万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $52.97万 | 0.18% | 1,753 | 2 | 0.1% | $604 | 加仓 |
| CSCO | CISCO SYS INC | $52.53万 | 0.18% | 6,770 | -23 | -0.3% | -$1,785 | 减仓 |
| HACK | AMPLIFY ETF TR | $51.74万 | 0.18% | 6,891 | -94 | -1.3% | -$7,058 | 减仓 |
| CVX | CHEVRON CORPORATION | $51.60万 | 0.18% | 2,494 | 26 | 1.1% | $5,379 | 加仓 |
| SDY | SPDR SERIES TRUST | $51.60万 | 0.18% | 3,535 | 131 | 3.8% | $1.91万 | 加仓 |
| KO | COCA COLA CO | $51.26万 | 0.17% | 6,741 | -695 | -9.3% | -$5.29万 | 减仓 |
| WFC | WELLS FARGO & CO | $50.51万 | 0.17% | 6,345 | 229 | 3.7% | $1.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $50.42万 | 0.17% | 2,360 | 3 | 0.1% | $641 | 加仓 |
| DIS | DISNEY WALT CO | $48.91万 | 0.17% | 5,074 | -815 | -13.8% | -$7.86万 | 减仓 |
| MCD | MCDONALDS CORP | $48.23万 | 0.16% | 1,552 | -51 | -3.2% | -$1.58万 | 减仓 |
| SOXX | ISHARES TR | $46.52万 | 0.16% | 1,415 | 86 | 6.5% | $2.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $45.45万 | 0.15% | 651 | 65 | 11.1% | $4.54万 | 加仓 |
| XOP | SPDR SERIES TRUST | $45.09万 | 0.15% | 2,480 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $44.02万 | 0.15% | 6,760 | 6,760 | — | $44.02万 | 新建仓 |
| CSX | CSX CORP | $43.92万 | 0.15% | 10,700 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $43.79万 | 0.15% | 6,525 | 136 | 2.1% | $9,128 | 加仓 |
| SPYG | SPDR SERIES TRUST | $42.35万 | 0.14% | 4,326 | 36 | 0.8% | $3,524 | 加仓 |
| XYLD | GLOBAL X FDS | $41.83万 | 0.14% | 10,690 | 2,852 | 36.4% | $11.16万 | 加仓 |
| SO | SOUTHERN CO | $40.82万 | 0.14% | 4,229 | -139 | -3.2% | -$1.34万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $40.43万 | 0.14% | 8,034 | 29 | 0.4% | $1,459 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $39.30万 | 0.13% | 6,146 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $39.12万 | 0.13% | 4,527 | 322 | 7.7% | $2.78万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. 看涨期权 | $38.74万 | 0.13% | 21,000 | -8,900 | -29.8% | -$16.42万 | 减仓 |
| GEV | GE VERNOVA INC | $38.32万 | 0.13% | 439 | -1 | -0.2% | -$873 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $37.78万 | 0.13% | 4,034 | 112 | 2.9% | $1.05万 | 加仓 |
| SHEL | SHELL PLC | $37.39万 | 0.13% | 4,020 | -392 | -8.9% | -$3.65万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $37.24万 | 0.13% | 6,581 | 35 | 0.5% | $1,980 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $37.06万 | 0.13% | 71,000 | 51,000 | 255.0% | $26.62万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $36.45万 | 0.12% | 768 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $36.36万 | 0.12% | 1,582 | 132 | 9.1% | $3.03万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $36.09万 | 0.12% | 5,018 | -319 | -6.0% | -$2.29万 | 减仓 |
| SMH | VANECK ETF TRUST | $36.08万 | 0.12% | 941 | 43 | 4.8% | $1.65万 | 加仓 |
| AMGN | AMGEN INC | $35.88万 | 0.12% | 1,020 | -20 | -1.9% | -$7,036 | 减仓 |
| AGNC | AGNC INVT CORP | $35.82万 | 0.12% | 35,710 | 17,276 | 93.7% | $17.33万 | 加仓 |
| BOTZ | GLOBAL X FDS | $35.74万 | 0.12% | 10,759 | 41 | 0.4% | $1,362 | 加仓 |
| IYF | ISHARES TR | $35.60万 | 0.12% | 3,025 | 15 | 0.5% | $1,765 | 加仓 |
| NVS | NOVARTIS AG | $35.53万 | 0.12% | 2,326 | -3 | -0.1% | -$458 | 减仓 |
| MLPX | GLOBAL X FDS | $34.79万 | 0.12% | 4,705 | -38,632 | -89.1% | -$285.65万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $34.36万 | 0.12% | 17,251 | 2,738 | 18.9% | $5.45万 | 加仓 |
| GRMN | GARMIN LTD | $34.34万 | 0.12% | 1,480 | 0 | 0.0% | — | 不变 |
| — | SOL STRATEGIES INC | $32.56万 | 0.11% | 330,587 | 84,000 | 34.1% | $8.27万 | 加仓 |
| IEFA | ISHARES TR | $32.49万 | 0.11% | 3,589 | 100 | 2.9% | $9,053 | 加仓 |
| XYZ | BLOCK INC | $32.44万 | 0.11% | 5,391 | -307 | -5.4% | -$1.85万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $32.26万 | 0.11% | 955 | 86 | 9.9% | $2.90万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.77万 | 0.11% | 2,905 | -52 | -1.8% | -$5,688 | 减仓 |
| QBTS | D-WAVE QUANTUM INC 看跌期权 | $31.75万 | 0.11% | 22,000 | -11,500 | -34.3% | -$16.59万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.62万 | 0.11% | 5,578 | 5,578 | — | $31.62万 | 新建仓 |
| IYH | ISHARES TR | $31.14万 | 0.11% | 5,051 | -19 | -0.4% | -$1,171 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $30.88万 | 0.10% | 2,878 | 521 | 22.1% | $5.59万 | 加仓 |
| — | EA SERIES TRUST | $30.49万 | 0.10% | 6,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $29.94万 | 0.10% | 1,928 | -22 | -1.1% | -$3,416 | 减仓 |
| EEM | ISHARES TR | $29.81万 | 0.10% | 5,249 | 742 | 16.5% | $4.21万 | 加仓 |
| RTX | RTX CORPORATION | $29.60万 | 0.10% | 1,534 | 286 | 22.9% | $5.52万 | 加仓 |
| PSX | PHILLIPS 66 | $28.58万 | 0.10% | 1,569 | -14 | -0.9% | -$2,550 | 减仓 |
| MSTR | STRATEGY INC | $27.34万 | 0.09% | 2,191 | 590 | 36.9% | $7.36万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $26.89万 | 0.09% | 1,292 | 1 | 0.1% | $208 | 加仓 |
| IXN | ISHARES TR | $26.78万 | 0.09% | 2,679 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $26.56万 | 0.09% | 3,240 | -40 | -1.2% | -$3,279 | 减仓 |
| BA | BOEING CO | $26.23万 | 0.09% | 1,318 | -10 | -0.8% | -$1,990 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $26.05万 | 0.09% | 7,298 | -299 | -3.9% | -$1.07万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $25.48万 | 0.09% | 14,353 | -1,947 | -11.9% | -$3.46万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.22万 | 0.09% | 4,181 | 115 | 2.8% | $6,938 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.04万 | 0.09% | 741 | 52 | 7.5% | $1.76万 | 加仓 |
| — | EA SERIES TRUST | $24.95万 | 0.08% | 7,100 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.85万 | 0.08% | 724 | -7 | -1.0% | -$2,403 | 减仓 |
| — | SPROTT FDS TR | $24.49万 | 0.08% | 6,855 | 6,855 | — | $24.49万 | 新建仓 |
| DE | DEERE & CO | $24.32万 | 0.08% | 432 | 1 | 0.2% | $563 | 加仓 |
| ADI | ANALOG DEVICES INC | $24.01万 | 0.08% | 755 | 2 | 0.3% | $636 | 加仓 |
| CMCSA | COMCAST CORP NEW | $23.36万 | 0.08% | 8,137 | -56 | -0.7% | -$1,608 | 减仓 |
| INFL | LISTED FDS TR | $23.17万 | 0.08% | 4,450 | 4,450 | — | $23.17万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $23.14万 | 0.08% | 2,123 | 2 | 0.1% | $218 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $23.09万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $22.70万 | 0.08% | 2,480 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $22.63万 | 0.08% | 694 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.15万 | 0.08% | 642 | 642 | — | $22.15万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $21.77万 | 0.07% | 13,711 | -1,457 | -9.6% | -$2.31万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $21.30万 | 0.07% | 1,355 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.17万 | 0.07% | 1,280 | -13 | -1.0% | -$2,150 | 减仓 |
| TIP | ISHARES TR | $21.01万 | 0.07% | 1,903 | -17 | -0.9% | -$1,877 | 减仓 |
| VB | VANGUARD INDEX FDS | $20.90万 | 0.07% | 798 | 798 | — | $20.90万 | 新建仓 |
| ADBE | ADOBE INC | $20.20万 | 0.07% | 831 | -4 | -0.5% | -$972 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $20.03万 | 0.07% | 5,561 | 5,561 | — | $20.03万 | 新建仓 |
| F | FORD MTR CO | $16.94万 | 0.06% | 14,680 | -1,163 | -7.3% | -$1.34万 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $15.64万 | 0.05% | 32,575 | 2,915 | 9.8% | $1.40万 | 加仓 |