13F 机构持仓

Key Client Fiduciary Advisors, LLC

Fairfield NJ · SEC CIK 0001912612

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

RDVY 6.5%
GLXY 5.5%
AAPL 4.0%
PVAL 3.3%
CIBR 3.2%
FDL 3.2%
IYK 3.0%
SPY 2.7%
AMZN 2.7%
NVDA 2.5%

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 7715.9% $3.44万 加仓
SLV ISHARES SILVER TR $61.00万0.21%8,952 2,39636.5% $16.33万 加仓
ED CONSOLIDATED EDISON INC $60.87万0.21%5,378 220.4% $2,490 加仓
VEA VANGUARD TAX-MANAGED FDS $60.55万0.21%9,449 7198.2% $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 2282.9% $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%4,359 320.7% $4,200 加仓
XLV SELECT SECTOR SPDR TR $56.74万0.19%3,870 70.2% $1,026 加仓
XLE SELECT SECTOR SPDR TR $55.29万0.19%9,025 210.2% $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 60.2% $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 20.1% $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%2,494 261.1% $5,379 加仓
SDY SPDR SERIES TRUST $51.60万0.18%3,535 1313.8% $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 2293.7% $1.82万 加仓
LRCX LAM RESEARCH CORP $50.42万0.17%2,360 30.1% $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%1,415 866.5% $2.83万 加仓
VGT VANGUARD WORLD FD $45.45万0.15%651 6511.1% $4.54万 加仓
XOP SPDR SERIES TRUST $45.09万0.15%2,480 00.0% — 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 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $43.79万0.15%6,525 1362.1% $9,128 加仓
SPYG SPDR SERIES TRUST $42.35万0.14%4,326 360.8% $3,524 加仓
XYLD GLOBAL X FDS $41.83万0.14%10,690 2,85236.4% $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%8,034 290.4% $1,459 加仓
CGW INVESCO EXCH TRADED FD TR II $39.30万0.13%6,146 00.0% — 不变
REGL PROSHARES TR $39.12万0.13%4,527 3227.7% $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 1122.9% $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%6,581 350.5% $1,980 加仓
USAS AMERICAS GOLD AND SILVER COR $37.06万0.13%71,000 51,000255.0% $26.62万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $36.45万0.12%768 00.0% — 不变
WM WASTE MGMT INC DEL $36.36万0.12%1,582 1329.1% $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%941 434.8% $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 17,27693.7% $17.33万 加仓
BOTZ GLOBAL X FDS $35.74万0.12%10,759 410.4% $1,362 加仓
IYF ISHARES TR $35.60万0.12%3,025 150.5% $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 2,73818.9% $5.45万 加仓
GRMN GARMIN LTD $34.34万0.12%1,480 00.0% — 不变
— SOL STRATEGIES INC $32.56万0.11%330,587 84,00034.1% $8.27万 加仓
IEFA ISHARES TR $32.49万0.11%3,589 1002.9% $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%955 869.9% $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 52122.1% $5.59万 加仓
— EA SERIES TRUST $30.49万0.10%6,500 00.0% — 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 74216.5% $4.21万 加仓
RTX RTX CORPORATION $29.60万0.10%1,534 28622.9% $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 59036.9% $7.36万 加仓
PNC PNC FINL SVCS GROUP INC $26.89万0.09%1,292 10.1% $208 加仓
IXN ISHARES TR $26.78万0.09%2,679 00.0% — 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 1152.8% $6,938 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $25.04万0.09%741 527.5% $1.76万 加仓
— EA SERIES TRUST $24.95万0.08%7,100 00.0% — 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 10.2% $563 加仓
ADI ANALOG DEVICES INC $24.01万0.08%755 20.3% $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 20.1% $218 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $23.09万0.08%2,500 00.0% — 不变
CWB SPDR SERIES TRUST $22.70万0.08%2,480 00.0% — 不变
XSD SPDR SERIES TRUST $22.63万0.08%694 00.0% — 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 00.0% — 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 2,9159.8% $1.40万 加仓