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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 106
减持 25
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DNL
WISDOMTREE TR
+$4.8M
380,207
+20%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$4.0M
230,837
+231%
增持
AAPL
APPLE INC
+$3.4M
105,917
+4%
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
DOL
WISDOMTREE TR
+$2.8M
256,508
+5%
增持
JIG
J P MORGAN EXCHANGE TRADED F
+$2.4M
61,425
+152%
增持
SLYV
SPDR SER TR
+$2.4M
114,154
+21%
增持
MSFT
MICROSOFT CORP
+$2.0M
28,262
+7%
增持
SPYG
SPDR SER TR
+$1.9M
75,163
+65%
增持
FICS
FIRST TR EXCHANGE-TRADED FD
+$1.9M
77,797
+244%
减持
EFG
ISHARES TR
+$1.6M
99,723
-6%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$1.5M
91,985
减持
—
EXXON MOBIL CORP
+$1.1M
53,187
-1%
增持
BSMO
INVESCO EXCH TRD SLF IDX FD
+$976.6K
49,915
+357%
增持
SPYV
SPDR SER TR
+$895.5K
110,705
+6%
增持
IWF
ISHARES TR
+$889.2K
10,221
+34%
减持
INCY
INCYTE CORP
-$866.0K
50
-100%
增持
SLYG
SPDR SER TR
+$823.6K
50,464
+19%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$815.1K
43,230
+318%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$694.9K
18,484
+380%
增持
ABBV
ABBVIE INC
+$649.8K
14,125
+18%
增持
GOOGL
ALPHABET INC
+$642.5K
15,360
+55%
增持
VUG
VANGUARD INDEX FDS
+$627.7K
4,394
+101%
增持
DLN
WISDOMTREE TR
+$587.7K
74,934
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$583.6K
40,801
+208%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$553.3K
29,333
+363%
增持
VTV
VANGUARD INDEX FDS
+$537.8K
7,361
+90%
增持
MRK
MERCK & CO INC
+$530.4K
25,468
+1%
增持
PG
PROCTER AND GAMBLE CO
+$518.4K
21,595
+1%
减持
EFV
ISHARES TR
+$511.8K
52,914
-1%
增持
IWD
ISHARES TR
+$486.9K
7,662
+53%
增持
BA
BOEING CO
+$483.0K
5,035
+4%
增持
SONY
SONY GROUP CORPORATION
+$475.8K
5,365
+3152%
增持
DES
WISDOMTREE TR
+$466.9K
139,441
+2%
减持
JPM
JPMORGAN CHASE & CO
+$441.1K
18,994
-2%
增持
VTI
VANGUARD INDEX FDS
+$440.3K
4,155
+83%
增持
MCO
MOODYS CORP
+$430.0K
2,970
+51%
增持
DWM
WISDOMTREE TR
+$427.7K
33,574
+9%
增持
CSCO
CISCO SYS INC
+$415.3K
18,699
+33%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$411.8K
7,543
增持
LMT
LOCKHEED MARTIN CORP
+$409.8K
1,626
+75%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$403.1K
22,976
+260%
减持
MDYG
SPDR SER TR
-$395.3K
22,106
-30%
增持
SPEM
SPDR INDEX SHS FDS
+$387.3K
69,660
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$358.9K
4,402
+18%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$355.5K
20,386
+259%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$352.5K
2,583
+671%
减持
MCD
MCDONALDS CORP
+$344.8K
7,910
-2%
增持
NVDA
NVIDIA CORPORATION
+$334.8K
1,712
+48%
建仓
BSMT
INVESCO EXCH TRD SLF IDX FD
+$322.7K
13,800
清仓
VPV
INVESCO PA VALUE MUN INC TR
-$315.5K
0
-100%
增持
DWX
SPDR INDEX SHS FDS
+$307.3K
25,745
+29%
增持
DIS
DISNEY WALT CO
+$292.9K
47,619
+0%
减持
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
-$292.8K
2,439
-92%
建仓
DGRO
ISHARES TR
+$283.7K
5,675
建仓
SPHY
SPDR SER TR
+$280.0K
12,184
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$275.7K
12,400
清仓
MPA
BLACKROCK MUNIYIELD PA QLTY
-$275.2K
0
-100%
增持
AMZN
AMAZON COM INC
-$271.1K
30,785
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$249.1K
3,861
+534%
减持
JNJ
JOHNSON & JOHNSON
-$237.7K
27,443
-0%
减持
PFF
ISHARES TR
-$235.2K
34,582
-17%
增持
VYM
VANGUARD WHITEHALL FDS
+$232.7K
7,344
+29%
增持
VB
VANGUARD INDEX FDS
+$219.2K
1,333
+580%
增持
MPC
MARATHON PETE CORP
+$215.3K
5,952
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$203.2K
4,467
+1949%
建仓
ISCG
ISHARES TR
+$202.7K
5,200
增持
MDLZ
MONDELEZ INTL INC
+$201.5K
13,512
+0%
增持
REGL
PROSHARES TR
+$200.4K
2,941
+2371%
增持
LQD
ISHARES TR
+$200.4K
2,557
+228%
增持
GLW
CORNING INC
+$191.5K
7,418
+207%
增持
XLF
SELECT SECTOR SPDR TR
+$189.8K
10,445
+117%
增持
VZ
VERIZON COMMUNICATIONS INC
+$189.4K
32,333
+15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$188.1K
10,690
+10%
增持
IWP
ISHARES TR
+$187.5K
9,180
+11%
增持
EFA
ISHARES TR
+$183.2K
5,094
+58%
增持
CVX
CHEVRON CORP NEW
+$182.0K
7,611
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$180.2K
3,890
+1155%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$173.5K
1,846
-81%
增持
REGN
REGENERON PHARMACEUTICALS
+$170.3K
271
+257%
增持
IJT
ISHARES TR
+$170.0K
5,571
+28%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$166.1K
14,101
+135%
减持
TSLA
TESLA INC
-$166.1K
1,428
-18%
减持
TIP
ISHARES TR
-$161.7K
1,115
-59%
清仓
IVOV
VANGUARD ADMIRAL FDS INC
-$161.4K
0
-100%
清仓
TRND
PACER FDS TR
-$159.5K
0
-100%
增持
EEM
ISHARES TR
+$157.6K
11,652
+34%
增持
DEM
WISDOMTREE TR
+$157.3K
5,087
+370%
增持
IVW
ISHARES TR
+$156.3K
17,442
+5%
增持
ICVT
ISHARES TR
+$154.3K
22,521
+5%
减持
FISV
FISERV INC
+$154.2K
8,737
-2%
建仓
ISTB
ISHARES TR
+$153.2K
3,249
增持
IWO
ISHARES TR
+$143.3K
1,394
+67%
减持
CMCSA
COMCAST CORP NEW
+$140.5K
24,586
-9%
增持
—
ASTRAZENECA PLC
+$140.1K
9,557
+0%
增持
ABT
ABBOTT LABS
+$139.6K
14,708
+5%
增持
BND
VANGUARD BD INDEX FDS
+$136.0K
8,518
+23%
增持
DTD
WISDOMTREE TR
+$131.7K
5,333
+51%
增持
IEMG
ISHARES INC
+$129.2K
11,369
+15%
增持
PFE
PFIZER INC
-$128.7K
78,499
+3%
增持
MA
MASTERCARD INCORPORATED
+$126.0K
1,234
+9%
增持
NVS
NOVARTIS AG
+$121.7K
2,859
+54%
增持
IJS
ISHARES TR
+$120.3K
4,365
+25%
减持
DON
WISDOMTREE TR
-$119.3K
8,800
-31%
减持
IBB
ISHARES TR
-$118.8K
208
-83%
增持
T
AT&T INC
+$118.4K
29,743
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$118.2K
7,439
+26%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$117.1K
1,489
+203%
建仓
IWY
ISHARES TR
+$114.6K
825
增持
IJH
ISHARES TR
+$114.2K
2,235
+10%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$114.2K
2,785
+877%
减持
KO
COCA COLA CO
+$114.2K
23,639
-2%
减持
QQQ
INVESCO QQQ TR
+$111.3K
2,120
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$108.9K
3,363
+173%
减持
IVV
ISHARES TR
+$108.8K
3,546
-6%
增持
ZTS
ZOETIS INC
+$108.5K
829
+317%
增持
SPY
SPDR S&P 500 ETF TR
+$107.8K
1,631
+4%
建仓
FLGV
FRANKLIN TEMPLETON ETF TR
+$107.5K
5,065
增持
IVE
ISHARES TR
+$107.4K
2,454
+19%
增持
IWS
ISHARES TR
+$107.3K
2,344
+59%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$105.6K
11,673
+16%
增持
GLD
SPDR GOLD TR
+$104.8K
838
+166%
增持
HYS
PIMCO ETF TR
+$101.7K
1,695
+179%
增持
IWN
ISHARES TR
+$101.7K
3,105
+24%
增持
IJR
ISHARES TR
+$99.3K
6,929
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$98.3K
607
+22%
减持
HD
HOME DEPOT INC
+$97.9K
5,166
-0%
增持
SPSM
SPDR SER TR
+$97.1K
8,391
+30%
减持
TJX
TJX COS INC NEW
+$94.3K
8,120
-7%
增持
IJK
ISHARES TR
+$93.2K
7,988
+5%
增持
CWB
SPDR SER TR
+$93.0K
12,455
+6%
增持
—
ICON PLC
+$90.3K
439
+2211%
增持
BIL
SPDR SER TR
+$90.0K
1,010
+3267%
建仓
SPMD
SPDR SER TR
+$89.0K
2,025
增持
SPDW
SPDR INDEX SHS FDS
+$87.9K
9,374
+13%
增持
SDY
SPDR SER TR
+$84.8K
4,029
+9%
增持
VV
VANGUARD INDEX FDS
+$84.5K
756
+118%
增持
URI
UNITED RENTALS INC
+$83.2K
544
+11%
清仓
SNEX
STONEX GROUP INC
-$82.9K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$82.5K
5,771
-2%
建仓
DINO
HF SINCLAIR CORP
+$82.2K
1,700
增持
VXUS
VANGUARD STAR FDS
+$81.3K
1,504
+3965%
增持
VOE
VANGUARD INDEX FDS
+$81.2K
3,806
+8%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$80.3K
1,485
+421%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$80.2K
0
-100%
减持
PSK
SPDR SER TR
-$79.2K
11,628
-14%
建仓
IYH
ISHARES TR
+$79.1K
290
增持
IQDG
WISDOMTREE TR
+$79.1K
2,612
+632%
减持
BAC
BANK AMERICA CORP
-$78.7K
17,260
-9%
增持
SCZ
ISHARES TR
+$77.2K
3,831
+24%
增持
VBK
VANGUARD INDEX FDS
+$75.4K
2,387
+6%
