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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 96
减持 33
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
EFG
ISHARES TR
+$5.2M
106,036
+241%
增持
DNL
WISDOMTREE TR
+$2.1M
316,977
+51%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.0M
9,690
+1036%
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
EFV
ISHARES TR
+$1.8M
53,364
+790%
增持
—
EXXON MOBIL CORP
+$1.3M
53,974
+37%
增持
DOL
WISDOMTREE TR
+$1.2M
243,966
+29%
增持
PFE
PFIZER INC
+$1.2M
76,130
+84%
建仓
JIG
J P MORGAN EXCHANGE TRADED F
+$1.1M
24,352
增持
MCD
MCDONALDS CORP
+$993.0K
8,091
+134%
增持
SLYG
SPDR SER TR
+$953.0K
42,544
+55%
减持
SLYV
SPDR SER TR
-$915.0K
94,491
-5%
增持
JNJ
JOHNSON & JOHNSON
+$887.0K
27,493
+37%
增持
HSY
HERSHEY CO
+$827.0K
4,358
+617%
增持
SPEM
SPDR INDEX SHS FDS
+$792.0K
64,116
+85%
增持
KO
COCA COLA CO
+$787.0K
24,137
+175%
增持
CVX
CHEVRON CORP NEW
+$757.0K
7,377
+256%
增持
PEP
PEPSICO INC
+$699.0K
9,728
+85%
增持
D
DOMINION ENERGY INC
+$691.0K
10,580
+2042%
增持
MSFT
MICROSOFT CORP
-$677.0K
26,349
+0%
增持
PG
PROCTER AND GAMBLE CO
+$606.0K
21,328
+49%
增持
ABBV
ABBVIE INC
+$604.0K
11,931
+84%
建仓
FICS
FIRST TR EXCHANGE-TRADED FD
+$587.0K
22,605
建仓
DWX
SPDR INDEX SHS FDS
+$575.0K
19,975
增持
NSC
NORFOLK SOUTHN CORP
+$561.0K
3,558
+339%
增持
VZ
VERIZON COMMUNICATIONS INC
+$558.0K
28,127
+185%
增持
MPC
MARATHON PETE CORP
+$527.0K
5,912
+730%
增持
BA
BOEING CO
+$514.0K
4,845
+834%
增持
MDLZ
MONDELEZ INTL INC
+$511.0K
13,507
+271%
增持
MDYG
SPDR SER TR
+$486.0K
31,619
+37%
增持
CMCSA
COMCAST CORP NEW
+$417.0K
26,988
+190%
增持
ABT
ABBOTT LABS
+$392.0K
13,949
+60%
建仓
YUM
YUM BRANDS INC
+$383.0K
3,600
增持
CAT
CATERPILLAR INC
+$336.0K
2,725
+336%
增持
LMT
LOCKHEED MARTIN CORP
+$324.0K
929
+1047%
建仓
PNW
PINNACLE WEST CAP CORP
+$316.0K
4,900
建仓
VPV
INVESCO PA VALUE MUN INC TR
+$315.0K
32,685
增持
DES
WISDOMTREE TR
-$313.0K
136,580
+2%
增持
CSCO
CISCO SYS INC
+$294.0K
14,054
+123%
增持
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
+$291.0K
29,234
+1099%
建仓
MPA
BLACKROCK MUNIYIELD PA QLTY
+$275.0K
23,205
增持
SPYG
SPDR SER TR
+$268.0K
45,550
+19%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$232.0K
69,774
-11%
增持
T
AT&T INC
+$220.0K
29,605
+168%
增持
SPYV
SPDR SER TR
-$213.0K
104,738
+2%
增持
MMM
3M CO
+$210.0K
3,209
+184%
增持
AAPL
APPLE INC
+$192.0K
101,926
+2%
减持
DWM
WISDOMTREE TR
-$184.0K
30,933
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$182.0K
3,746
+27%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$174.0K
9,510
+415%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$154.0K
5,896
+74%
减持
TIP
ISHARES TR
-$150.0K
2,713
-28%
增持
AVGO
BROADCOM INC
+$149.0K
2,427
+25%
增持
—
BLACKROCK INC
+$141.0K
526
+119%
增持
INCY
INCYTE CORP
-$140.0K
13,050
+0%
增持
C
CITIGROUP INC
+$140.0K
3,631
+1394%
增持
WTRG
ESSENTIAL UTILS INC
-$134.0K
22,934
+0%
减持
—
ASTRAZENECA PLC
-$132.0K
9,542
-4%
增持
AMZN
AMAZON COM INC
+$129.0K
30,539
+1%
增持
CCI
CROWN CASTLE INC
+$125.0K
1,479
+186%
减持
BND
VANGUARD BD INDEX FDS
-$122.0K
6,911
-15%
增持
TROW
PRICE T ROWE GROUP INC
+$118.0K
1,374
+513%
清仓
—
VONAGE HLDGS CORP
-$117.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$117.0K
7,762
+37%
增持
GOOGL
ALPHABET INC
-$110.0K
9,940
+1937%
增持
ITOT
ISHARES TR
+$110.0K
1,451
+2167%
减持
AMGN
AMGEN INC
-$108.0K
1,433
-18%
增持
VTV
VANGUARD INDEX FDS
+$107.0K
3,878
+39%
增持
VTI
VANGUARD INDEX FDS
+$106.0K
2,272
+44%
减持
PSK
SPDR SER TR
-$104.0K
13,599
-15%
增持
MRK
MERCK & CO INC
+$93.0K
25,303
+12%
减持
XSOE
WISDOMTREE TR
-$91.0K
8,197
-20%
增持
CWB
SPDR SER TR
+$85.0K
11,728
+16%
建仓
SNEX
STONEX GROUP INC
+$83.0K
1,000
增持
TSLA
TESLA INC
+$83.0K
1,743
+213%
增持
SCHF
SCHWAB STRATEGIC TR
+$83.0K
3,219
+1119%
减持
RWR
SPDR SER TR
-$82.0K
6,500
-0%
增持
GOOG
ALPHABET INC
-$80.0K
6,720
+1918%
清仓
COWZ
PACER FDS TR
-$79.0K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$75.0K
3,524
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$73.0K
3,851
+136%
增持
IWF
ISHARES TR
-$72.0K
7,643
+1%
减持
PFF
ISHARES TR
-$70.0K
41,518
-1%
增持
DIS
DISNEY WALT CO
-$69.0K
47,443
+0%
减持
DON
WISDOMTREE TR
-$65.0K
12,740
-8%
清仓
—
SIGNIFY HEALTH INC
-$64.0K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
-$63.0K
1,570
+1%
减持
LNC
LINCOLN NATL CORP IND
-$62.0K
100
-93%
增持
PXF
INVESCO EXCH TRADED FD TR II
-$59.0K
13,766
+1%
增持
VNQ
VANGUARD INDEX FDS
-$59.0K
7,204
+5%
增持
VUG
VANGUARD INDEX FDS
+$58.0K
2,189
+20%
减持
WFC
WELLS FARGO CO NEW
-$57.0K
1,657
-47%
增持
CRM
SALESFORCE INC
-$56.0K
2,507
+1%
清仓
DBL
DOUBLELINE OPPORTUNISTIC CR
-$55.0K
0
-100%
减持
IWB
ISHARES TR
-$55.0K
3,761
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$55.0K
1,568
-3%
减持
CCK
CROWN HLDGS INC
-$54.0K
25
-96%
增持
CEG
CONSTELLATION ENERGY CORP
+$53.0K
2,001
+2%
清仓
DGRO
ISHARES TR
-$53.0K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$52.0K
0
-100%
增持
AGG
ISHARES TR
+$51.0K
1,266
+82%
减持
IJR
ISHARES TR
-$48.0K
6,546
-1%
清仓
—
GSK PLC
-$47.0K
0
-100%
增持
EXC
EXELON CORP
-$47.0K
5,913
+2%
清仓
—
HEALTHCARE TR AMER INC
-$47.0K
0
-100%
增持
IVV
ISHARES TR
-$46.0K
3,760
+3%
减持
VFC
V F CORP
-$45.0K
2,881
-3%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$43.0K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$43.0K
5,883
+31%
增持
GUNR
FLEXSHARES TR
+$42.0K
2,189
+118%
增持
IWD
ISHARES TR
-$41.0K
4,998
+2%
增持
HPQ
HP INC
-$41.0K
6,154
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$40.0K
2,026
+2%
增持
MRNA
MODERNA INC
+$40.0K
525
+250%
减持
WDC
WESTERN DIGITAL CORP.
-$40.0K
447
-65%
建仓
FPX
FIRST TR EXCHANGE TRADED FD
+$38.0K
473
增持
CC
CHEMOURS CO
-$37.0K
5,404
+0%
增持
WBD
WARNER BROS DISCOVERY INC
+$37.0K
6,582
+140%
减持
META
META PLATFORMS INC
-$37.0K
1,011
-7%
建仓
EFX
EQUIFAX INC
+$36.0K
208
增持
BAC
BK OF AMERICA CORP
+$35.0K
18,951
+11%
增持
SPSM
SPDR SER TR
+$35.0K
6,453
+26%
减持
FREL
FIDELITY COVINGTON TRUST
-$35.0K
54
-96%
减持
IJK
ISHARES TR
-$35.0K
7,586
-5%
减持
IJS
ISHARES TR
-$35.0K
3,496
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$35.0K
10,028
+25%
减持
IYW
ISHARES TR
-$34.0K
1,476
-17%
增持
VV
VANGUARD INDEX FDS
+$34.0K
347
+161%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$33.0K
711
+3850%
增持
VBR
VANGUARD INDEX FDS
+$33.0K
1,512
+25%
增持
QQQ
INVESCO QQQ TR
-$32.0K
2,130
+0%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$32.0K
3,021
+78%
减持
DOW
DOW INC
-$31.0K
628
-45%
增持
IEMG
ISHARES INC
+$30.0K
9,899
+22%
增持
VTRS
VIATRIS INC
+$30.0K
8,705
+111%
增持
QCOM
QUALCOMM INC
-$29.0K
3,330
+2%
减持
BC
BRUNSWICK CORP
-$29.0K
223
-66%
增持
—
PARAMOUNT GLOBAL
-$29.0K
5,660
+4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$28.0K
1,230
+82%
减持
SYK
STRYKER CORPORATION
-$28.0K
1,627
-7%
增持
VGT
VANGUARD WORLD FDS
-$28.0K
1,768
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$28.0K
570
+304%
减持
IJT
ISHARES TR
-$27.0K
4,352
-2%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION
-$26.0K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$26.0K
2,304
-30%
增持
IEFA
ISHARES TR
+$25.0K
4,553
+25%
增持
UPS
UNITED PARCEL SERVICE INC
-$25.0K
1,266
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$24.0K
310
-61%
增持
SPDW
SPDR INDEX SHS FDS
+$24.0K
8,263
+26%
减持
BABA
ALIBABA GROUP HLDG LTD
-$23.0K
445
-13%
清仓
VNLA
JANUS DETROIT STR TR
-$23.0K
0
-100%
