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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $68.80万 | 0.20% | 735 | -51 | -6.5% | -$4.77万 | 减仓 |
| SMH | VANECK ETF TRUST | $68.28万 | 0.20% | 1,041 | 100 | 10.6% | $6.56万 | 加仓 |
| WFC | WELLS FARGO & CO | $68.22万 | 0.20% | 8,255 | 1,910 | 30.1% | $15.78万 | 加仓 |
| HACK | AMPLIFY ETF TR | $67.85万 | 0.20% | 6,466 | -425 | -6.2% | -$4.46万 | 减仓 |
| IVV | ISHARES TR | $66.44万 | 0.19% | 887 | -104 | -10.5% | -$7.79万 | 减仓 |
| NOBL | PROSHARES TR | $65.20万 | 0.19% | 11,610 | -240 | -2.0% | -$1.35万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $65.02万 | 0.19% | 38,936 | -1,721 | -4.2% | -$2.87万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $63.60万 | 0.18% | 1,739 | -14 | -0.8% | -$5,120 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $63.42万 | 0.18% | 11,831 | -349 | -2.9% | -$1.87万 | 减仓 |
| INTC | INTEL CORP | $62.56万 | 0.18% | 4,481 | 4,481 | — | $62.56万 | 新建仓 |
| KO | COCA COLA CO | $62.38万 | 0.18% | 7,676 | 935 | 13.9% | $7.60万 | 加仓 |
| VGT | VANGUARD WORLD FD | $62.38万 | 0.18% | 5,219 | 11 | 0.2% | $1,315 | 加仓 |
| CRM | SALESFORCE INC | $62.07万 | 0.18% | 3,962 | -42 | -1.0% | -$6,579 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $61.51万 | 0.18% | 3,877 | 7 | 0.2% | $1,111 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $61.13万 | 0.18% | 8,620 | 1,860 | 27.5% | $13.19万 | 加仓 |
| — | ETF SER SOLUTIONS | $60.92万 | 0.18% | 15,807 | -843 | -5.1% | -$3.25万 | 减仓 |
| GLD | SPDR GOLD TR | $59.82万 | 0.17% | 1,624 | -93 | -5.4% | -$3.43万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $59.72万 | 0.17% | 4,216 | -143 | -3.3% | -$2.03万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $59.45万 | 0.17% | 3,595 | 717 | 24.9% | $11.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $59.45万 | 0.17% | 3,286 | 2,006 | 156.7% | $36.29万 | 加仓 |
| LOW | LOWES COS INC | $58.99万 | 0.17% | 2,676 | -15 | -0.6% | -$3,307 | 减仓 |
| SGOL | ETFS GOLD TR | $58.87万 | 0.17% | 15,398 | 1,602 | 11.6% | $6.12万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $58.36万 | 0.17% | 2,402 | -65 | -2.6% | -$1.58万 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $58.15万 | 0.17% | 9,957 | -15,104 | -60.3% | -$88.21万 | 减仓 |
| CRM | SALESFORCE INC 看跌期权 | $57.96万 | 0.17% | 3,700 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $56.69万 | 0.16% | 7,940 | -330 | -4.0% | -$2.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $55.32万 | 0.16% | 3,772 | -27 | -0.7% | -$3,960 | 减仓 |
| SDY | SPDR SERIES TRUST | $55.10万 | 0.16% | 3,621 | 86 | 2.4% | $1.31万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $52.25万 | 0.15% | 932 | 932 | — | $52.25万 | 新建仓 |
| GEV | GE VERNOVA INC | $51.69万 | 0.15% | 440 | 1 | 0.2% | $1,175 | 加仓 |
| SPYG | SPDR SERIES TRUST | $51.67万 | 0.15% | 4,342 | 16 | 0.4% | $1,904 | 加仓 |
| CSX | CSX CORP | $50.86万 | 0.15% | 10,700 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $50.61万 | 0.15% | 31,870 | 1,135 | 3.7% | $1.80万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC 看跌期权 | $50.38万 | 0.15% | 21,000 | -1,000 | -4.5% | -$2.40万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $48.21万 | 0.14% | 6,432 | -93 | -1.4% | -$6,971 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $47.42万 | 0.14% | 1,778 | 1,778 | — | $47.42万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $46.46万 | 0.13% | 4,044 | 10 | 0.2% | $1,149 | 加仓 |
| INFL | LISTED FDS TR | $46.22万 | 0.13% | 9,266 | 4,816 | 108.2% | $24.02万 | 加仓 |
| AGNC | AGNC INVT CORP | $45.62万 | 0.13% | 41,853 | 6,143 | 17.2% | $6.70万 | 加仓 |
| DIS | DISNEY WALT CO | $44.82万 | 0.13% | 4,656 | -418 | -8.2% | -$4.02万 | 减仓 |
| XYLD | GLOBAL X FDS | $43.95万 | 0.13% | 10,776 | 86 | 0.8% | $3,508 | 加仓 |
| XSD | SPDR SERIES TRUST | $43.30万 | 0.12% | 694 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $42.49万 | 0.12% | 6,211 | 962 | 18.3% | $6.58万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $42.35万 | 0.12% | 19,170 | 1,919 | 11.1% | $4.24万 | 加仓 |
| — | SOL STRATEGIES INC | $41.70万 | 0.12% | 356,387 | 25,800 | 7.8% | $3.02万 | 加仓 |
| REGL | PROSHARES TR | $41.47万 | 0.12% | 4,529 | 2 | 0.0% | $183 | 加仓 |
| CVX | CHEVRON CORPORATION | $40.33万 | 0.12% | 2,433 | -61 | -2.4% | -$1.01万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $40.01万 | 0.12% | 6,581 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $39.84万 | 0.11% | 10,500 | -259 | -2.4% | -$9,827 | 减仓 |
| SO | SOUTHERN CO | $39.77万 | 0.11% | 4,155 | -74 | -1.7% | -$7,082 | 减仓 |
| IXN | ISHARES TR | $38.74万 | 0.11% | 2,682 | 3 | 0.1% | $433 | 加仓 |
| IYF | ISHARES TR | $38.69万 | 0.11% | 3,034 | 9 | 0.3% | $1,148 | 加仓 |
| WM | WASTE MGMT INC DEL | $38.37万 | 0.11% | 1,721 | 139 | 8.8% | $3.10万 | 加仓 |
| XOP | SPDR SERIES TRUST | $38.26万 | 0.11% | 2,480 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $37.90万 | 0.11% | 2,816 | -89 | -3.1% | -$1.20万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $37.77万 | 0.11% | 5,746 | -400 | -6.5% | -$2.63万 | 减仓 |
| AMGN | AMGEN INC | $37.00万 | 0.11% | 1,022 | 2 | 0.2% | $724 | 加仓 |
| NVS | NOVARTIS AG | $36.45万 | 0.11% | 2,326 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $36.39万 | 0.10% | 1,346 | -206 | -13.3% | -$5.57万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $36.21万 | 0.10% | 7,171 | 7,171 | — | $36.21万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.87万 | 0.10% | 751 | 10 | 1.3% | $4,776 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $34.94万 | 0.10% | 4,842 | -176 | -3.5% | -$1.27万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $34.88万 | 0.10% | 8,442 | 408 | 5.1% | $1.69万 | 加仓 |
| IEFA | ISHARES TR | $34.69万 | 0.10% | 3,592 | 3 | 0.1% | $290 | 加仓 |
| MLPX | GLOBAL X FDS | $34.66万 | 0.10% | 4,705 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $34.43万 | 0.10% | 6,439 | -2,513 | -28.1% | -$13.44万 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $33.28万 | 0.10% | 70,500 | -500 | -0.7% | -$2,360 | 减仓 |
| QCOM | QUALCOMM INC | $33.23万 | 0.10% | 1,798 | 516 | 40.2% | $9.54万 | 重新持有 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $31.87万 | 0.09% | 728 | -40 | -5.2% | -$1.75万 | 减仓 |
| XYZ | BLOCK INC | $31.80万 | 0.09% | 4,184 | -1,207 | -22.4% | -$9.17万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $31.27万 | 0.09% | 1,270 | -22 | -1.7% | -$5,417 | 减仓 |
| SHEL | SHELL PLC | $31.26万 | 0.09% | 4,032 | 12 | 0.3% | $930 | 加仓 |
| GRMN | GARMIN LTD | $30.41万 | 0.09% | 1,280 | -200 | -13.5% | -$4.75万 | 减仓 |
| IYH | ISHARES TR | $30.25万 | 0.09% | 4,515 | -536 | -10.6% | -$3.59万 | 减仓 |
| ADI | ANALOG DEVICES INC | $30.04万 | 0.09% | 756 | 1 | 0.1% | $397 | 加仓 |
| — | SPROTT FDS TR | $28.78万 | 0.08% | 7,515 | 660 | 9.6% | $2.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.76万 | 0.08% | 4,915 | -663 | -11.9% | -$3.74万 | 减仓 |
| — | EA SERIES TRUST | $27.63万 | 0.08% | 5,000 | -1,500 | -23.1% | -$8.29万 | 减仓 |
| PSX | PHILLIPS 66 | $27.46万 | 0.08% | 1,624 | 55 | 3.5% | $9,298 | 加仓 |
| DE | DEERE & CO | $27.42万 | 0.08% | 432 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $26.92万 | 0.08% | 3,241 | 1 | 0.0% | $83 | 加仓 |
| GLXY | GALAXY DIGITAL INC. 看跌期权 | $26.80万 | 0.08% | 9,800 | 9,800 | — | $26.80万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $26.74万 | 0.08% | 2,480 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $26.52万 | 0.08% | 10,824 | 54 | 0.5% | $1,323 | 加仓 |
| MSTR | STRATEGY INC | $26.27万 | 0.08% | 3,022 | 831 | 37.9% | $7.22万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $25.70万 | 0.07% | 725 | 1 | 0.1% | $354 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.65万 | 0.07% | 4,181 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $25.53万 | 0.07% | 1,886 | -42 | -2.2% | -$5,686 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $25.50万 | 0.07% | 14,224 | 513 | 3.7% | $9,198 | 加仓 |
| VB | VANGUARD INDEX FDS | $25.45万 | 0.07% | 839 | 41 | 5.1% | $1.24万 | 加仓 |
| RTX | RTX CORPORATION | $25.42万 | 0.07% | 1,340 | -194 | -12.6% | -$3.68万 | 减仓 |
| ACMR | ACM RESH INC | $25.19万 | 0.07% | 1,985 | 1,985 | — | $25.19万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $24.92万 | 0.07% | 2,125 | 2 | 0.1% | $235 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $24.78万 | 0.07% | 2,608 | 2,608 | — | $24.78万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $24.52万 | 0.07% | 2,010 | 0 | 0.0% | — | 重新持有 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $24.43万 | 0.07% | 730 | 730 | — | $24.43万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $24.20万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $23.91万 | 0.07% | 13,370 | -983 | -6.8% | -$1.76万 | 减仓 |
| — | EA SERIES TRUST | $23.59万 | 0.07% | 6,223 | -877 | -12.4% | -$3.32万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $23.13万 | 0.07% | 2,700 | 2,700 | — | $23.13万 | 新建仓 |