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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 9
增持 109
减持 26
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.2M
106,597
+1%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$2.8M
257,392
+180%
增持
MSFT
MICROSOFT CORP
+$1.7M
28,923
+2%
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。
建仓
BSMV
INVESCO EXCH TRD SLF IDX FD
+$1.6M
74,700
增持
SLYV
SPDR SER TR
+$1.3M
129,508
+13%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$1.3M
71,700
+478%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$1.3M
68,529
+397%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
262,211
+14%
减持
DIS
DISNEY WALT CO
-$925.8K
43,036
-10%
清仓
—
CANADIAN PAC RY LTD
-$761.0K
0
-100%
减持
AMZN
AMAZON COM INC
+$754.5K
30,180
-2%
增持
IVW
ISHARES TR
+$729.5K
26,162
+50%
增持
DNL
WISDOMTREE TR
+$588.1K
392,909
+3%
增持
AVGO
BROADCOM INC
+$581.2K
2,465
+2%
建仓
—
THOMSON REUTERS CORP.
+$520.0K
3,847
增持
GOOGL
ALPHABET INC
+$519.2K
17,648
+15%
增持
SLYG
SPDR SER TR
+$496.1K
54,806
+9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$462.1K
18,801
-54%
增持
SPYG
SPDR SER TR
+$431.7K
75,279
+0%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$406.3K
46,963
+60%
增持
JNJ
JOHNSON & JOHNSON
+$405.3K
28,147
+3%
增持
NVDA
NVIDIA CORPORATION
+$354.0K
1,961
+15%
减持
PFE
PFIZER INC
-$340.6K
78,030
-1%
增持
IWF
ISHARES TR
+$321.1K
10,242
+0%
增持
FICS
FIRST TR EXCHANGE-TRADED FD
+$315.4K
85,193
+10%
减持
VTI
VANGUARD INDEX FDS
-$315.0K
2,420
-42%
减持
STBA
S & T BANCORP INC
-$296.7K
62,344
-2%
减持
JPM
JPMORGAN CHASE & CO
+$284.6K
18,975
-0%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$272.3K
32,291
+58%
增持
ABBV
ABBVIE INC
-$262.1K
14,763
+5%
减持
SPYV
SPDR SER TR
+$257.4K
110,307
-0%
建仓
JSML
JANUS DETROIT STR TR
+$232.8K
4,100
增持
GOOG
ALPHABET INC
+$230.6K
7,580
+15%
减持
MRK
MERCK & CO INC
+$219.3K
25,382
-0%
增持
IJT
ISHARES TR
+$205.9K
7,121
+28%
减持
—
EXXON MOBIL CORP
-$199.3K
52,524
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$187.5K
27,186
+0%
增持
TSLA
TESLA INC
+$187.2K
1,847
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$185.0K
16,140
+38%
增持
ORCL
ORACLE CORP
+$183.8K
6,520
+2%
增持
MCD
MCDONALDS CORP
+$176.8K
8,004
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$170.3K
74,108
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$166.8K
29,326
-9%
减持
EFG
ISHARES TR
+$165.3K
99,647
-0%
增持
VUG
VANGUARD INDEX FDS
+$154.9K
4,421
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$152.9K
49,845
+15%
增持
JIG
J P MORGAN EXCHANGE TRADED F
+$152.3K
62,975
+3%
增持
IWM
ISHARES TR
+$151.5K
4,471
+16%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$150.1K
910
-77%
增持
IVE
ISHARES TR
+$146.1K
3,217
+31%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$146.0K
29,426
+28%
增持
DOL
WISDOMTREE TR
+$143.4K
256,992
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$140.0K
15,049
-19%
增持
META
META PLATFORMS INC
+$139.2K
1,200
+24%
增持
IWP
ISHARES TR
+$129.0K
9,985
+9%
增持
MCO
MOODYS CORP
+$128.7K
2,984
+0%
增持
FISV
FISERV INC
+$124.1K
8,812
+1%
增持
ABT
ABBOTT LABS
+$122.4K
14,784
+1%
增持
IEFA
ISHARES TR
+$118.3K
6,204
+38%
清仓
—
SPDR SER TR
-$118.1K
0
-100%
增持
SPMD
SPDR SER TR
+$114.8K
4,440
+119%
增持
LLY
LILLY ELI & CO
+$109.9K
689
+11%
增持
VGT
VANGUARD WORLD FDS
+$103.8K
1,776
+0%
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$103.5K
506
增持
SPSM
SPDR SER TR
+$102.3K
10,794
+29%
增持
UNH
UNITEDHEALTH GROUP INC
+$100.7K
3,647
+4%
增持
MPC
MARATHON PETE CORP
-$99.2K
6,032
+1%
建仓
WTAI
WISDOMTREE TR
+$97.7K
5,125
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$97.7K
602
增持
TOL
TOLL BROTHERS INC
+$97.0K
4,871
+1%
增持
CWB
SPDR SER TR
+$94.6K
13,295
+7%
增持
IJJ
ISHARES TR
+$93.7K
2,092
+65%
增持
CMCSA
COMCAST CORP NEW
+$90.9K
24,620
+0%
增持
USMV
ISHARES TR
+$90.1K
1,874
+177%
增持
HD
HOME DEPOT INC
+$90.1K
5,198
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$86.9K
3,731
-15%
增持
GIS
GENERAL MLS INC
-$75.9K
9,372
+1%
增持
LOW
LOWES COS INC
+$71.9K
1,963
+6%
增持
T
AT&T INC
-$71.1K
31,441
+6%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$70.6K
1,978
-41%
减持
ICVT
ISHARES TR
+$69.9K
22,333
-1%
增持
WTRG
ESSENTIAL UTILS INC
-$68.4K
23,293
+2%
增持
IJK
ISHARES TR
+$67.9K
8,521
+7%
增持
TJX
TJX COS INC NEW
+$65.1K
8,272
+2%
增持
VOO
VANGUARD INDEX FDS
+$64.9K
934
+11%
增持
XSOE
WISDOMTREE TR
+$63.4K
7,514
+43%
增持
V
VISA INC
+$61.9K
1,962
+9%
增持
—
ICON PLC
+$61.9K
622
+42%
减持
DBEF
DBX ETF TR
-$61.8K
1,068
-62%
减持
IVV
ISHARES TR
+$61.7K
3,409
-4%
增持
COST
COSTCO WHSL CORP NEW
+$58.4K
594
+13%
增持
NSC
NORFOLK SOUTHN CORP
+$57.3K
3,579
+1%
增持
IJS
ISHARES TR
+$56.7K
4,892
+12%
减持
DLN
WISDOMTREE TR
+$55.3K
73,754
-2%
增持
MA
MASTERCARD INCORPORATED
+$55.0K
1,280
+4%
减持
QQQ
INVESCO QQQ TR
+$54.2K
1,989
-6%
减持
PSK
SPDR SER TR
-$53.6K
10,198
-12%
增持
GSLC
GOLDMAN SACHS ETF TR
+$53.1K
846
+230%
增持
MDLZ
MONDELEZ INTL INC
+$51.6K
13,623
+1%
增持
CAT
CATERPILLAR INC
+$51.1K
2,742
+1%
增持
QUAL
ISHARES TR
+$50.4K
1,861
+15%
增持
HDV
ISHARES TR
+$47.6K
573
+473%
减持
CVE
CENOVUS ENERGY INC
-$46.0K
2,565
-50%
建仓
PKST
PEAKSTONE REALTY TRUST
+$45.5K
1,631
增持
SYK
STRYKER CORPORATION
+$45.3K
1,671
+3%
增持
IWD
ISHARES TR
+$44.9K
7,676
+0%
建仓
INDA
ISHARES TR
+$42.7K
978
增持
DES
WISDOMTREE TR
+$42.6K
139,807
+0%
增持
VO
VANGUARD INDEX FDS
+$42.3K
960
+20%
减持
DON
WISDOMTREE TR
-$42.1K
7,576
-14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$41.9K
733
+112%
增持
CRM
SALESFORCE INC
+$41.5K
2,567
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$40.7K
1,941
+5%
增持
WMT
WALMART INC
+$40.2K
1,572
+12%
增持
IWS
ISHARES TR
+$39.5K
2,626
+12%
增持
VHT
VANGUARD WORLD FDS
+$37.8K
316
+90%
增持
—
ASTRAZENECA PLC
+$37.7K
9,796
+3%
清仓
PTLC
PACER FDS TR
-$37.7K
0
-100%
清仓
OVV
OVINTIV INC
-$37.0K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$36.7K
506
+5%
增持
AFL
AFLAC INC
+$36.4K
3,864
+7%
增持
PFM
INVESCO EXCHANGE TRADED FD T
+$35.7K
1,604
+5%
增持
ROK
ROCKWELL AUTOMATION INC
+$35.6K
866
+2%
增持
NVS
NOVARTIS AG
+$35.6K
2,959
+3%
增持
—
EATON CORP PLC
+$35.5K
991
+4%
增持
OC
OWENS CORNING NEW
+$35.1K
908
+4%
增持
—
PARAMOUNT GLOBAL
-$34.2K
5,479
+1%
增持
GOVT
ISHARES TR
+$34.1K
6,179
+34%
增持
MAR
MARRIOTT INTL INC NEW
+$33.8K
1,612
+2%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$33.5K
2,692
+17%
增持
HON
HONEYWELL INTL INC
+$32.7K
1,392
+4%
增持
F
FORD MTR CO DEL
+$32.6K
10,137
+6%
增持
VIS
VANGUARD WORLD FDS
+$31.3K
1,110
+7%
增持
CEG
CONSTELLATION ENERGY CORP
+$31.1K
2,055
+3%
增持
COR
AMERISOURCEBERGEN CORP
+$30.8K
803
+4%
增持
NFLX
NETFLIX INC
+$30.0K
174
+29%
清仓
—
YAMANA GOLD INC
-$29.3K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$29.1K
184
+16%
建仓
EWY
ISHARES INC
+$28.6K
451
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$27.8K
776
+188%
增持
DWM
WISDOMTREE TR
+$26.7K
33,907
+1%
增持
QCOM
QUALCOMM INC
-$26.3K
3,562
+1%
增持
BDX
BECTON DICKINSON & CO
+$25.8K
412
+23%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$25.2K
7,062
+3%
增持
MCK
MCKESSON CORP
+$24.4K
218
+13%
减持
YUMC
YUM CHINA HLDGS INC
-$23.6K
480
-40%
增持
AXP
AMERICAN EXPRESS CO
+$22.9K
1,280
+6%
减持
MRNA
MODERNA INC
-$22.6K
700
-0%
增持
OKE
ONEOK INC NEW
+$22.5K
1,321
+42%
清仓
UGI
UGI CORP NEW
-$22.0K
0
-100%
