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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 8增持 84减持 53清仓 5

方向

标的

Δ市值

现股数(环比)

增持

EES WISDOMTREE TR

+$15.4M

316,886 +24541%

减持

AAPL APPLE INC

-$3.0M

97,457 -1%

增持

DOL WISDOMTREE TR

+$2.1M

304,163 +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。

减持

SLYV SPDR SER TR

-$1.7M

158,733 -2%

增持

GOVT ISHARES TR

+$1.7M

602,524 +14%

增持

FICS FIRST TR EXCHANGE TRADED FD

+$1.5M

192,212 +17%

减持

MSFT MICROSOFT CORP

-$1.4M

28,486 -1%

增持

VV VANGUARD INDEX FDS

+$1.3M

5,563 +797%

建仓

EFAD PROSHARES TR

+$1.1M

28,335

增持

QGRO AMERICAN CENTY ETF TR

+$954.0K

10,956 +1411%

减持

AMZN AMAZON COM INC

-$893.0K

25,963 -2%

减持

SLYG SPDR SER TR

-$813.0K

84,958 -2%

增持

DWM WISDOMTREE TR

+$745.3K

54,300 +19%

减持

CALF PACER FDS TR

-$738.6K

8,382 -65%

减持

SPYG SPDR SER TR

-$677.5K

82,610 -1%

增持

NVDA NVIDIA CORPORATION

-$676.4K

32,764 +4%

减持

DIS DISNEY WALT CO

-$644.9K

9,728 -33%

增持

ABBV ABBVIE INC

+$583.3K

16,027 +3%

增持

GOOGL ALPHABET INC

-$561.9K

16,824 +1%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$533.5K

414,260 +7%

增持

ICOW PACER FDS TR

+$486.2K

23,090 +182%

增持

TSLA TESLA INC

-$478.8K

3,474 +2%

建仓

SPGP INVESCO EXCHANGE TRADED FD T

+$469.4K

4,700

增持

SPSB SPDR SER TR

+$451.4K

15,690 +2141%

减持

— EXXON MOBIL CORP

+$450.6K

49,252 -2%

减持

IWF ISHARES TR

-$447.6K

10,568 -0%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$431.8K

6,199 +563%

增持

SPTI SPDR SER TR

+$425.3K

239,598 +4%

建仓

QQQE DIREXION SHS ETF TR

+$405.3K

4,649

减持

JNJ JOHNSON & JOHNSON

+$386.2K

27,130 -5%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$379.7K

4,411 +2%

增持

ABT ABBOTT LABS

+$367.5K

18,791 +0%

减持

FPEI FIRST TR EXCH TRADED FD III

-$341.8K

424,465 -4%

增持

BSMS INVESCO EXCH TRD SLF IDX FD

+$321.7K

176,214 +9%

增持

JIG J P MORGAN EXCHANGE TRADED F

+$316.5K

98,314 +4%

增持

VOO VANGUARD INDEX FDS

+$288.0K

1,676 +58%

减持

BA BOEING CO

-$285.3K

3,675 -29%

减持

GOOG ALPHABET INC

-$261.5K

7,420 -1%

增持

SPMD SPDR SER TR

+$248.9K

34,167 +25%

增持

JAAA JANUS DETROIT STR TR

+$248.5K

8,980 +120%

减持

EFG ISHARES TR

+$244.6K

83,372 -0%

增持

MRK MERCK & CO INC

-$237.4K

24,838 +0%

增持

BSMR INVESCO EXCH TRD SLF IDX FD

+$224.7K

283,788 +4%

减持

DNL WISDOMTREE TR

-$224.1K

433,198 -1%

增持

BSMQ INVESCO EXCH TRD SLF IDX FD

+$219.9K

98,205 +10%

增持

IVW ISHARES TR

-$219.0K

26,097 +0%

增持

DES WISDOMTREE TR

-$217.1K

177,768 +4%

减持

KO COCA COLA CO

+$209.7K

23,746 -1%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$196.9K

21,586 +0%

建仓

ESML ISHARES TR

+$186.3K

4,850

增持

VYM VANGUARD WHITEHALL FDS

+$179.6K

8,639 +18%

增持

JPM JPMORGAN CHASE & CO.

+$167.9K

23,253 +1%

增持

VUG VANGUARD INDEX FDS

-$165.5K

4,581 +1%

增持

CRM SALESFORCE INC

-$161.6K

2,602 +1%

增持

ORCL ORACLE CORP

-$159.3K

6,627 +2%

增持

SPEM SPDR INDEX SHS FDS

+$154.6K

101,647 +1%

减持

VGT VANGUARD WORLD FD

-$145.9K

1,814 -0%

减持

CVX CHEVRON CORP NEW

+$145.0K

7,982 -3%

减持

MDYG SPDR SER TR

-$143.2K

18,489 -0%

减持

IVV ISHARES TR

-$139.9K

3,885 -2%

增持

SPDW SPDR INDEX SHS FDS

+$136.3K

20,718 +14%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$135.6K

10,528 +0%

增持

PXF INVESCO EXCH TRADED FD TR II

+$126.5K

14,942 +10%

减持

PFE PFIZER INC

-$119.8K

67,536 -2%

增持

SPY SPDR S&P 500 ETF TR

+$119.0K

1,953 +18%

增持

SPIB SPDR SER TR

+$115.2K

4,118 +521%

建仓

EUSB ISHARES TR

+$114.8K

2,650

减持

MFC MANULIFE FINL CORP

-$114.5K

536 -87%

减持

BAC BANK AMERICA CORP

-$113.5K

21,719 -6%

增持

VTEB VANGUARD MUN BD FDS

+$112.9K

6,635 +54%

增持

DWX SPDR INDEX SHS FDS

+$108.5K

24,560 +3%

增持

SPTS SPDR SER TR

+$102.9K

230,611 +1%

减持

PM PHILIP MORRIS INTL INC

+$99.9K

2,682 -1%

清仓

FSCO FS CREDIT OPPORTUNITIES CORP

-$88.4K

0 -100%

减持

META META PLATFORMS INC

-$87.2K

1,148 -10%

减持

CC CHEMOURS CO

-$84.0K

481 -91%

减持

VZ VERIZON COMMUNICATIONS INC

+$83.6K

30,021 -6%

增持

BSCQ INVESCO EXCH TRD SLF IDX FD

+$83.1K

94,418 +4%

增持

PBF PBF ENERGY INC

-$83.0K

11,542 +1%

增持

DTD WISDOMTREE TR

+$82.7K

9,434 +11%

建仓

HYXF ISHARES TR

+$78.7K

1,700

增持

WTRG ESSENTIAL UTILS INC

+$77.5K

23,676 +0%

增持

— EATON CORP PLC

-$77.5K

1,694 +5%

减持

VBK VANGUARD INDEX FDS

-$77.3K

2,246 -2%

增持

— INVESCO EXCH TRD SLF IDX FD

+$76.1K

130,700 +3%

减持

CVS CVS HEALTH CORP

+$73.5K

3,281 -1%

增持

VEA VANGUARD TAX-MANAGED FDS

+$73.3K

16,515 +3%

增持

ISCG ISHARES TR

+$72.9K

18,083 +21%

减持

IJH ISHARES TR

-$72.4K

10,723 -4%

增持

IJR ISHARES TR

-$71.8K

8,573 +2%

增持

BSCR INVESCO EXCH TRD SLF IDX FD

+$69.6K

62,276 +5%

减持

REGL PROSHARES TR

-$68.1K

9,459 -8%

增持

— INVESCO EXCH TRD SLF IDX FD

+$66.6K

57,196 +5%

增持

ILCG ISHARES TR

+$65.5K

4,696 +34%

减持

IJS ISHARES TR

-$65.0K

4,728 -2%

增持

IWM ISHARES TR

-$64.5K

4,846 +4%

增持

— ASTRAZENECA PLC

+$63.0K

7,770 +0%

增持

BSJR INVESCO EXCH TRD SLF IDX FD

+$62.8K

25,624 +12%

减持

V VISA INC

+$62.5K

1,955 -1%

建仓

NAZ NUVEEN ARIZONA QLTY MUN INC

+$61.4K

5,090

增持

AMT AMERICAN TOWER CORP NEW

+$61.3K

1,778 +0%

增持

IUSV ISHARES TR

+$61.3K

2,615 +34%

减持

SPYM SPDR SER TR

-$60.8K

8,941 -5%

减持

SPYV SPDR SER TR

-$59.2K

142,130 -1%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$59.1K

2,012 +0%

增持

BSJQ INVESCO EXCH TRD SLF IDX FD

+$58.8K

46,168 +6%

增持

BKMC BNY MELLON ETF TRUST

+$58.6K

2,374 +43%

清仓

XJUL FIRST TR EXCHNG TRADED FD VI

-$58.5K

0 -100%

减持

VBR VANGUARD INDEX FDS

-$56.4K

1,025 -18%

增持

IJK ISHARES TR

-$55.1K

7,315 +0%

增持

GLD SPDR GOLD TR

+$55.0K

1,063 +2%

减持

CL COLGATE PALMOLIVE CO

-$54.1K

353 -63%

增持

XLU SELECT SECTOR SPDR TR

+$52.4K

2,540 +30%

增持

CRWD CROWDSTRIKE HLDGS INC

+$50.0K

628 +25%

减持

COWZ PACER FDS TR

-$49.3K

17,676 -2%

增持

VTI VANGUARD INDEX FDS

-$49.1K

3,899 +1%

增持

QQQ INVESCO QQQ TR

+$48.9K

2,033 +15%

增持

XLRE SELECT SECTOR SPDR TR

+$48.6K

1,191 +3742%

减持

SCHK SCHWAB STRATEGIC TR

-$47.5K

2,197 -42%

减持

PFF ISHARES TR

-$46.7K

7,032 -16%

减持

MDLZ MONDELEZ INTL INC

+$45.4K

13,460 -7%

减持

TROW PRICE T ROWE GROUP INC

-$43.5K

1,364 -9%

减持

VNQ VANGUARD INDEX FDS

-$43.1K

7,075 -8%

增持

BSCS INVESCO EXCH TRD SLF IDX FD

+$42.9K

45,805 +4%

增持

IEFA ISHARES TR

+$41.9K

7,601 +0%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$40.8K

13,243 -9%

清仓

MGC VANGUARD WORLD FD

-$40.4K

0 -100%

清仓

FJUN FIRST TR EXCHNG TRADED FD VI

-$40.2K

0 -100%

减持

BWXT BWX TECHNOLOGIES INC

-$39.6K

46 -88%

增持

AJG GALLAGHER ARTHUR J & CO

+$39.4K

637 +0%

减持

AMGN AMGEN INC

+$38.9K

1,178 -6%

增持

MA MASTERCARD INCORPORATED

+$38.5K

1,495 +1%

增持

KLAC KLA CORP

+$37.6K

122 +69%

增持

IWN ISHARES TR

-$36.8K

3,042 +1%

增持

BSCT INVESCO EXCH TRD SLF IDX FD

+$36.8K

46,248 +3%

减持

CTVA CORTEVA INC

+$36.7K

6,848 -1%

增持

URI UNITED RENTALS INC

-$36.6K

553 +2%

减持

DLN WISDOMTREE TR

+$36.5K

96,859 -2%

增持

COST COSTCO WHSL CORP NEW

+$36.3K

608 +3%

减持

ELV ELEVANCE HEALTH INC

+$36.1K

714 -4%

增持

SCHF SCHWAB STRATEGIC TR

+$35.6K

21,187 +2%

减持

GIS GENERAL MLS INC

-$34.8K

7,577 -1%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$34.2K

12,248 +5%

减持

GLW CORNING INC

-$32.3K

7,076 -6%

清仓

SCHZ SCHWAB STRATEGIC TR

-$32.1K

0 -100%

增持

BSJS INVESCO EXCH TRD SLF IDX FD

+$32.1K

13,275 +13%

增持

AMD ADVANCED MICRO DEVICES INC

-$31.4K

1,994 +2%

建仓

SPEU SPDR INDEX SHS FDS

+$31.1K

707

增持

STZ CONSTELLATION BRANDS INC

-$31.0K

846 +0%

减持

VRP INVESCO EXCH TRADED FD TR II

-$30.3K

2,111 -37%