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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,917.05万 | 6.52% | 280,764 | -1,905 | -0.7% | -$13.01万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $1,623.38万 | 5.52% | 879,879 | 21,336 | 2.5% | $39.36万 | 加仓 |
| AAPL | APPLE INC | $1,168.03万 | 3.97% | 46,024 | 464 | 1.0% | $11.78万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $961.10万 | 3.27% | 207,134 | 72,336 | 53.7% | $335.64万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $955.32万 | 3.25% | 152,412 | 152,412 | — | $955.32万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $927.61万 | 3.15% | 182,600 | 3,109 | 1.7% | $15.79万 | 加仓 |
| IYK | ISHARES TR | $886.02万 | 3.01% | 126,520 | 122,182 | 2,816.6% | $855.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $806.04万 | 2.74% | 12,394 | 32 | 0.3% | $2.08万 | 加仓 |
| AMZN | AMAZON COM INC | $792.64万 | 2.69% | 38,058 | 8,710 | 29.7% | $181.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $722.69万 | 2.46% | 41,439 | -472 | -1.1% | -$8.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $639.67万 | 2.17% | 17,280 | 1,023 | 6.3% | $37.87万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $635.56万 | 2.16% | 161,187 | 4,749 | 3.0% | $18.73万 | 加仓 |
| TSLA | TESLA INC | $548.94万 | 1.87% | 14,766 | -622 | -4.0% | -$23.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $527.95万 | 1.79% | 9,147 | 334 | 3.8% | $19.28万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $488.49万 | 1.66% | 143,482 | 2,546 | 1.8% | $8.67万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $410.13万 | 1.39% | 193,916 | 3,900 | 2.1% | $8.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $400.38万 | 1.36% | 6,700 | 668 | 11.1% | $39.92万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $362.13万 | 1.23% | 78,912 | -871 | -1.1% | -$4.00万 | 减仓 |
| GOOGL | ALPHABET INC | $309.84万 | 1.05% | 10,775 | 717 | 7.1% | $20.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $261.84万 | 0.89% | 34,210 | 2,438 | 7.7% | $18.66万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $260.13万 | 0.88% | 43,514 | 1,804 | 4.3% | $10.78万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $258.50万 | 0.88% | 57,700 | 685 | 1.2% | $3.07万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $244.58万 | 0.83% | 21,284 | 394 | 1.9% | $4.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $242.95万 | 0.83% | 8,259 | 139 | 1.7% | $4.09万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $230.38万 | 0.78% | 20,796 | -1,575 | -7.0% | -$17.45万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $226.87万 | 0.77% | 48,239 | 2,232 | 4.9% | $10.50万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $217.11万 | 0.74% | 46,736 | 9,537 | 25.6% | $44.30万 | 加仓 |
| — | EXXON MOBIL CORP | $215.12万 | 0.73% | 12,679 | 188 | 1.5% | $3.19万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $214.20万 | 0.73% | 26,460 | 13 | 0.0% | $1,052 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $207.69万 | 0.71% | 8,568 | 205 | 2.5% | $4.97万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $203.09万 | 0.69% | 8,105 | 285 | 3.6% | $7.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $195.94万 | 0.67% | 4,089 | -52 | -1.3% | -$2.49万 | 减仓 |
| WMT | WALMART INC | $194.43万 | 0.66% | 15,645 | -11,343 | -42.0% | -$140.97万 | 减仓 |
| META | META PLATFORMS INC | $192.35万 | 0.65% | 3,362 | 171 | 5.4% | $9.78万 | 加仓 |
| PAVE | GLOBAL X FDS | $191.12万 | 0.65% | 37,615 | 1,407 | 3.9% | $7.15万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $187.42万 | 0.64% | 50,118 | -13,035 | -20.6% | -$48.75万 | 减仓 |
| MAGS | LISTED FDS TR | $186.17万 | 0.63% | 32,132 | 2,447 | 8.2% | $14.18万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $177.88万 | 0.60% | 25,760 | -26,334 | -50.6% | -$181.84万 | 减仓 |
| BAC | BANK AMERICA CORP | $177.08万 | 0.60% | 36,324 | 275 | 0.8% | $1.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $175.94万 | 0.60% | 8,181 | 165 | 2.1% | $3.55万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $175.01万 | 0.59% | 616,249 | 26,700 | 4.5% | $7.58万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $170.22万 | 0.58% | 17,425 | -601 | -3.3% | -$5.87万 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $169.09万 | 0.57% | 25,061 | 3,642 | 17.0% | $24.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $168.91万 | 0.57% | 8,303 | 502 | 6.4% | $10.21万 | 加仓 |
| ORCL | ORACLE CORP | $161.17万 | 0.55% | 10,956 | -71 | -0.6% | -$1.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $158.56万 | 0.54% | 24,028 | -326 | -1.3% | -$2.15万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $153.05万 | 0.52% | 34,125 | -500 | -1.4% | -$2.24万 | 减仓 |
| ORCL | ORACLE CORP 看跌期权 | $145.64万 | 0.50% | 9,900 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $143.11万 | 0.49% | 49,364 | -3,633 | -6.9% | -$10.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $141.38万 | 0.48% | 28,163 | -1,206 | -4.1% | -$6.05万 | 减仓 |
| AVGO | BROADCOM INC | $134.33万 | 0.46% | 4,340 | 24 | 0.6% | $7,429 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $133.23万 | 0.45% | 9,108 | -550 | -5.7% | -$8.05万 | 减仓 |
| QYLD | GLOBAL X FDS | $128.22万 | 0.44% | 74,765 | 14,095 | 23.2% | $24.17万 | 加仓 |
| ABBV | ABBVIE INC | $127.37万 | 0.43% | 5,856 | -158 | -2.6% | -$3.44万 | 减仓 |
| GOOG | ALPHABET INC | $126.19万 | 0.43% | 4,399 | -213 | -4.6% | -$6.11万 | 减仓 |
| HD | HOME DEPOT INC | $122.52万 | 0.42% | 3,725 | -328 | -8.1% | -$10.79万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $117.79万 | 0.40% | 65,364 | 3,906 | 6.4% | $7.04万 | 加仓 |
| SPYI | NEOS ETF TRUST | $112.62万 | 0.38% | 22,812 | 4,428 | 24.1% | $21.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $112.25万 | 0.38% | 3,499 | -65 | -1.8% | -$2.09万 | 减仓 |
| LLY | ELI LILLY & CO | $108.66万 | 0.37% | 1,181 | 24 | 2.1% | $2.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $107.71万 | 0.37% | 11,596 | 209 | 1.8% | $1.94万 | 加仓 |
| COWZ | PACER FDS TR | $104.92万 | 0.36% | 16,772 | 920 | 5.8% | $5.76万 | 加仓 |
| AMAT | APPLIED MATLS INC | $104.50万 | 0.36% | 3,058 | -78 | -2.5% | -$2.67万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $102.91万 | 0.35% | 4,465 | 16 | 0.4% | $3,688 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $93.61万 | 0.32% | 16,010 | 268 | 1.7% | $1.57万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $93.50万 | 0.32% | 40,653 | 172 | 0.4% | $3,956 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $91.09万 | 0.31% | 8,304 | 8 | 0.1% | $878 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $91.05万 | 0.31% | 16,602 | 2,098 | 14.5% | $11.51万 | 加仓 |
| V | VISA INC | $90.96万 | 0.31% | 3,009 | 1,855 | 160.7% | $56.07万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $90.27万 | 0.31% | 23,496 | 5,113 | 27.8% | $19.64万 | 加仓 |
| MRK | MERCK & CO INC | $89.05万 | 0.30% | 7,403 | 530 | 7.7% | $6.38万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $88.17万 | 0.30% | 17,421 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $86.09万 | 0.29% | 2,740 | 652 | 31.2% | $20.49万 | 加仓 |
| ENB | ENBRIDGE INC | $85.29万 | 0.29% | 15,754 | -797 | -4.8% | -$4.31万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $85.06万 | 0.29% | 15,321 | 6,684 | 77.4% | $37.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $84.21万 | 0.29% | 4,388 | -111 | -2.5% | -$2.13万 | 减仓 |
| PFE | PFIZER INC | $80.78万 | 0.27% | 28,769 | 576 | 2.0% | $1.62万 | 加仓 |
| NFLX | NETFLIX INC. | $79.52万 | 0.27% | 8,270 | 3,814 | 85.6% | $36.67万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $79.43万 | 0.27% | 939 | 156 | 19.9% | $13.20万 | 加仓 |
| DGRW | WISDOMTREE TR | $78.82万 | 0.27% | 8,974 | 119 | 1.3% | $1.05万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $78.63万 | 0.27% | 8,477 | -149 | -1.7% | -$1.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.33万 | 0.27% | 786 | 14 | 1.8% | $1.40万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $78.08万 | 0.27% | 7,554 | -161 | -2.1% | -$1.66万 | 减仓 |
| IMCG | ISHARES TR | $77.39万 | 0.26% | 9,825 | 104 | 1.1% | $8,192 | 加仓 |
| CRM | SALESFORCE INC | $74.75万 | 0.25% | 4,004 | -114 | -2.8% | -$2.13万 | 减仓 |
| GLD | SPDR GOLD TR | $73.88万 | 0.25% | 1,717 | -125 | -6.8% | -$5.38万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $72.79万 | 0.25% | 13,344 | 1,298 | 10.8% | $7.08万 | 加仓 |
| IWY | ISHARES TR | $71.57万 | 0.24% | 2,876 | -12 | -0.4% | -$2,986 | 减仓 |
| MMM | 3M CO | $70.24万 | 0.24% | 4,837 | -16 | -0.3% | -$2,323 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $69.56万 | 0.24% | 40,657 | 1,082 | 2.7% | $1.85万 | 加仓 |
| CRM | SALESFORCE INC 看跌期权 | $69.07万 | 0.23% | 3,700 | 0 | 0.0% | — | 重新持有 |
| GARP | ISHARES TR | $67.94万 | 0.23% | 10,620 | 6,895 | 185.1% | $44.11万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $66.61万 | 0.23% | 1,438 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $65.66万 | 0.22% | 927 | 21 | 2.3% | $1.49万 | 加仓 |
| IVV | ISHARES TR | $64.73万 | 0.22% | 991 | -12 | -1.2% | -$7,838 | 减仓 |
| GE | GE AEROSPACE | $64.37万 | 0.22% | 2,268 | -10 | -0.4% | -$2,838 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $64.07万 | 0.22% | 3,154 | -20 | -0.6% | -$4,063 | 减仓 |
| LOW | LOWES COS INC | $63.59万 | 0.22% | 2,691 | 16 | 0.6% | $3,781 | 加仓 |
| GLW | CORNING INC | $63.08万 | 0.21% | 4,640 | 84 | 1.8% | $1.14万 | 加仓 |
| NOBL | PROSHARES TR | $62.81万 | 0.21% | 5,925 | -99 | -1.6% | -$1.05万 | 减仓 |