小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

Key Financial Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Key Financial Inc

报告期 2026-03-31 · CIK 0001801720

持仓数

1,394

前50大市值合计

$355.1M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q2 调仓2022-03-31 → 2022-06-30 · 共 150 项建仓 26增持 74减持 44清仓 6

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

-$3.2M

100,007 +2%

增持

DIS DISNEY WALT CO

-$1.9M

47,261 +1%

增持

DNL WISDOMTREE TR

+$1.9M

209,711 +77%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

AMZN AMAZON COM INC

-$1.5M

30,319 +1942%

增持

SLYV SPDR SER TR

-$914.0K

99,094 +1%

增持

MSFT MICROSOFT CORP

-$871.0K

26,250 +5%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$659.0K

78,033 +81%

减持

SPYG SPDR SER TR

-$638.0K

38,249 -4%

增持

IVW ISHARES TR

+$596.0K

16,562 +208%

建仓

DFUV DIMENSIONAL ETF TRUST

+$551.0K

17,351

减持

DES WISDOMTREE TR

-$548.0K

133,990 -2%

减持

SPYV SPDR SER TR

-$535.0K

102,589 -2%

减持

DLN WISDOMTREE TR

-$509.0K

67,922 -2%

增持

DOL WISDOMTREE TR

-$493.0K

188,681 +9%

增持

SPEM SPDR INDEX SHS FDS

+$460.0K

34,648 +81%

减持

GLW CORNING INC

-$454.0K

2,335 -84%

清仓

DHI D R HORTON INC

-$334.0K

0 -100%

增持

EFG ISHARES TR

-$331.0K

31,131 +5%

减持

MUB ISHARES TR

-$307.0K

3,963 -40%

减持

JNJ JOHNSON & JOHNSON

-$302.0K

20,077 -9%

建仓

VTEB VANGUARD MUN BD FDS

+$298.0K

5,953

减持

IVV ISHARES TR

-$286.0K

3,640 -2%

增持

— EXXON MOBIL CORP

+$266.0K

39,279 +2%

增持

XSOE WISDOMTREE TR

+$263.0K

10,282 +1009%

增持

ICVT ISHARES TR

-$258.0K

21,449 +2%

减持

DWM WISDOMTREE TR

-$246.0K

31,390 -1%

增持

GOOGL ALPHABET INC

-$218.0K

488 +6%

减持

PFF ISHARES TR

-$217.0K

41,948 -5%

减持

QCOM QUALCOMM INC

-$212.0K

3,278 -19%

减持

ANSS ANSYS INC

-$205.0K

67 -90%

清仓

HNDL STRATEGY SHS

-$205.0K

0 -100%

减持

BAC BK OF AMERICA CORP

-$202.0K

17,016 -5%

增持

EFA ISHARES TR

+$192.0K

3,234 +2070%

增持

SCHD SCHWAB STRATEGIC TR

+$186.0K

7,949 +62%

增持

JPM JPMORGAN CHASE & CO

-$185.0K

17,870 +10%

增持

VOO VANGUARD INDEX FDS

+$179.0K

796 +230%

增持

SPY SPDR S&P 500 ETF TR

+$179.0K

1,612 +67%

清仓

FNV FRANCO NEV CORP

-$174.0K

0 -100%

清仓

SWAN AMPLIFY ETF TR

-$168.0K

0 -100%

减持

CWB SPDR SER TR

-$167.0K

10,144 -5%

建仓

CZFS CITIZENS FINANCIAL SERVS INC

+$166.0K

2,484

减持

XLK SELECT SECTOR SPDR TR

-$165.0K

404 -70%

建仓

TRND PACER FDS TR

+$165.0K

6,022

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$161.0K

2,946 +6%

减持

VNQ VANGUARD INDEX FDS

-$154.0K

6,864 -6%

建仓

IQLT ISHARES TR

+$154.0K

4,982

增持

QUAL ISHARES TR

+$151.0K

1,744 +422%

减持

MRK MERCK & CO INC

+$147.0K

22,573 -4%

建仓

MOAT VANECK ETF TRUST

+$144.0K

2,242

增持

GOOG ALPHABET INC

-$143.0K

333 +7%

增持

WTRG ESSENTIAL UTILS INC

+$141.0K

22,831 +24%

清仓

RGLD ROYAL GOLD INC

-$141.0K

0 -100%

增持

TSLA TESLA INC

-$140.0K

556 +15%

减持

CSCO CISCO SYS INC

-$130.0K

6,293 -12%

减持

MTUM ISHARES TR

-$125.0K

1,225 -30%

减持

VTI VANGUARD INDEX FDS

-$123.0K

1,582 -15%

增持

IVE ISHARES TR

+$118.0K

2,056 +90%

增持

SLYG SPDR SER TR

-$116.0K

27,381 +11%

增持

VGT VANGUARD WORLD FDS

-$112.0K

1,743 +6%

减持

UNH UNITEDHEALTH GROUP INC

-$110.0K

3,296 -7%

减持

ECL ECOLAB INC

-$105.0K

882 -36%

减持

VEEV VEEVA SYS INC

-$105.0K

50 -91%

减持

PG PROCTER AND GAMBLE CO

-$105.0K

14,283 -0%

减持

DOW DOW INC

-$101.0K

1,135 -55%

减持

CMCSA COMCAST CORP NEW

-$100.0K

9,299 -8%

减持

IWD ISHARES TR

-$97.0K

4,911 -0%

减持

HIG HARTFORD FINL SVCS GROUP INC

-$96.0K

49 -96%

增持

UNP UNION PAC CORP

-$95.0K

1,876 +3%

建仓

SCHA SCHWAB STRATEGIC TR

+$93.0K

2,346

建仓

TMFG RBB FD INC

+$93.0K

3,975

增持

DBEF DBX ETF TR

+$90.0K

2,830 +1069%

减持

— MEDTRONIC PLC

-$87.0K

1,325 -29%

建仓

FIXD FIRST TR EXCHNG TRADED FD VI

+$86.0K

1,842

建仓

TMFM RBB FD INC

+$85.0K

3,954

建仓

— LUMOS PHARMA INC

+$84.0K

10,916

增持

HD HOME DEPOT INC

-$84.0K

5,069 +1%

增持

IJH ISHARES TR

+$83.0K

1,910 +44%

减持

PSK SPDR SER TR

-$83.0K

16,024 -5%

增持

IWM ISHARES TR

-$83.0K

3,665 +6%

增持

SDY SPDR SER TR

+$83.0K

3,710 +30%

增持

RWR SPDR SER TR

+$83.0K

6,520 +40%

增持

SCHM SCHWAB STRATEGIC TR

+$82.0K

1,548 +610%

减持

— PARAMOUNT GLOBAL

-$80.0K

5,438 -5%

建仓

COWZ PACER FDS TR

+$79.0K

1,813

减持

META META PLATFORMS INC

-$79.0K

1,086 -4%

增持

— INVESCO EXCH TRD SLF IDX FD

+$79.0K

17,583 +27%

增持

IJT ISHARES TR

-$78.0K

4,421 +1%

减持

T AT&T INC

-$74.0K

11,039 -15%

增持

NVDA NVIDIA CORPORATION

-$73.0K

1,160 +31%

减持

AGG ISHARES TR

-$71.0K

695 -48%

建仓

NOBL PROSHARES TR

+$69.0K

802

减持

PANW PALO ALTO NETWORKS INC

-$66.0K

5 -95%

增持

INTC INTEL CORP

-$63.0K

6,459 +7%

增持

VUG VANGUARD INDEX FDS

-$61.0K

1,822 +11%

增持

PFE PFIZER INC

+$61.0K

41,371 +2%

减持

CVS CVS HEALTH CORP

-$57.0K

5,643 -3%

增持

KMB KIMBERLY-CLARK CORP

+$57.0K

3,621 +2%

增持

BND VANGUARD BD INDEX FDS

+$56.0K

8,118 +15%

增持

MDYG SPDR SER TR

-$55.0K

23,052 +16%

建仓

DBL DOUBLELINE OPPORTUNISTIC CR

+$55.0K

3,500

增持

VO VANGUARD INDEX FDS

+$54.0K

593 +121%

增持

CGXU CAPITAL GROUP INTL FOCUS EQT

+$53.0K

4,035 +231%

建仓

DGRO ISHARES TR

+$53.0K

1,108

建仓

SRLN SSGA ACTIVE ETF TR

+$52.0K

1,255

减持

V VISA INC

-$52.0K

1,792 -3%

建仓

VONG VANGUARD SCOTTSDALE FDS

+$51.0K

903

增持

LLY LILLY ELI & CO

+$48.0K

590 +17%

减持

DUK DUKE ENERGY CORP NEW

-$47.0K

1,233 -24%

建仓

VRP INVESCO EXCH TRADED FD TR II

+$47.0K

2,111

减持

SBUX STARBUCKS CORP

-$46.0K

2,809 -5%

减持

MO ALTRIA GROUP INC

-$45.0K

3,709 -4%

建仓

FTGC FIRST TR EXCHANGE TRAD FD VI

+$45.0K

1,693

减持

CIBR FIRST TR EXCHANGE TRADED FD

-$44.0K

300 -71%

建仓

DSL DOUBLELINE INCOME SOLUTIONS

+$43.0K

3,500

增持

ABBV ABBVIE INC

-$42.0K

6,484 +1%

增持

DFNL DAVIS FUNDAMENTAL ETF TR

+$42.0K

3,576 +113%

增持

SPYM SPDR SER TR

+$41.0K

5,036 +45%

建仓

JPST J P MORGAN EXCHANGE TRADED F

+$40.0K

794

增持

SHOP SHOPIFY INC

-$40.0K

270 +280%

增持

MA MASTERCARD INCORPORATED

-$40.0K

1,134 +1%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$39.0K

3,396 -9%

建仓

WBD WARNER BROS DISCOVERY INC

+$39.0K

2,746

增持

LOW LOWES COS INC

-$39.0K

1,735 +1%

增持

— INVESCO EXCH TRD SLF IDX FD

+$38.0K

6,011 +47%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$38.0K

1,992 +6%

增持

BSCQ INVESCO EXCH TRD SLF IDX FD

+$38.0K

3,471 +138%

建仓

OMF ONEMAIN HLDGS INC

+$37.0K

1,000

增持

— INVESCO EXCH TRD SLF IDX FD

+$37.0K

12,597 +18%

清仓

— SEAGATE TECHNOLOGY HLDNGS PL

-$36.0K

0 -100%

建仓

FREL FIDELITY COVINGTON TRUST

+$36.0K

1,309

增持

EFV ISHARES TR

-$35.0K

5,999 +2%

增持

VOT VANGUARD INDEX FDS

+$35.0K

591 +89%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$33.0K

446 +246%

增持

KO COCA COLA CO

+$32.0K

8,777 +2%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$31.0K

5,662 +2%

增持

XLE SELECT SECTOR SPDR TR

+$31.0K

4,668 +16%

增持

F FORD MTR CO DEL

-$31.0K

5,694 +2%

建仓

GLDM WORLD GOLD TR

+$30.0K

837

增持

AFL AFLAC INC

-$29.0K

3,611 +0%

减持

PPL PPL CORP

-$29.0K

1,826 -35%

增持

WMT WALMART INC

-$28.0K

1,403 +5%

增持

IXN ISHARES TR

-$27.0K

2,272 +0%

增持

XLF SELECT SECTOR SPDR TR

-$27.0K

4,808 +2%

增持

BA BOEING CO

-$26.0K

519 +1%

建仓

OBDC OWL ROCK CAPITAL CORPORATION

+$26.0K

2,065

减持

GOVT ISHARES TR

-$26.0K

2,863 -25%

增持

HPQ HP INC

-$26.0K

6,088 +0%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$26.0K

4,508 +36%

增持

PM PHILIP MORRIS INTL INC

+$25.0K

2,258 +6%

增持

IEMG ISHARES INC

-$25.0K

8,116 +7%