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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 73
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
CI
THE CIGNA GROUP
+$3.6M
10,748
减持
MSFT
MICROSOFT CORP
+$3.5M
28,453
-0%
增持
SLYV
SPDR SERIES TRUST
+$2.5M
187,926
+18%
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
EES
WISDOMTREE TR
-$2.5M
255,510
-19%
增持
DOL
WISDOMTREE TR
+$2.4M
321,079
+6%
增持
AVGO
BROADCOM INC
+$2.2M
19,988
+0%
减持
DNL
WISDOMTREE TR
+$2.0M
432,721
-0%
建仓
BX
BLACKSTONE INC
+$1.8M
12,109
增持
FICS
FIRST TR EXCHANGE TRADED FD
+$1.7M
223,002
+16%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
32,734
-0%
增持
AAPL
APPLE INC
-$1.3M
99,061
+2%
增持
SPYG
SPDR SERIES TRUST
+$1.3M
83,466
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
21,683
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$1.0M
23,233
-0%
建仓
GE
GE AEROSPACE
+$1.0M
3,993
清仓
COWZ
PACER FDS TR
-$967.9K
0
-100%
增持
EFAD
PROSHARES TR
+$941.9K
47,552
+68%
减持
UNH
UNITEDHEALTH GROUP INC
-$881.6K
3,708
-5%
增持
QGRO
AMERICAN CENTY ETF TR
+$835.0K
17,057
+56%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$825.8K
412,741
-0%
减持
EFG
ISHARES TR
+$810.1K
81,672
-2%
增持
JIG
J P MORGAN EXCHANGE TRADED F
+$798.7K
98,344
+0%
增持
SPYV
SPDR SERIES TRUST
+$783.1K
153,644
+8%
增持
ORCL
ORACLE CORP
+$782.7K
7,818
+18%
减持
JNJ
JOHNSON & JOHNSON
-$752.7K
24,527
-10%
减持
AMZN
AMAZON COM INC
+$743.8K
25,906
-0%
增持
IWF
ISHARES TR
+$687.1K
10,606
+0%
建仓
LH
LABCORP HOLDINGS INC
+$577.3K
2,199
建仓
BLK
BLACKROCK INC
+$568.7K
542
减持
—
EXXON MOBIL CORP
-$563.5K
49,110
-0%
增持
CRM
SALESFORCE INC
+$553.9K
4,592
+76%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$545.6K
5,232
增持
DLN
WISDOMTREE TR
+$522.1K
99,949
+3%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$469.4K
0
-100%
减持
BA
BOEING CO
-$467.8K
759
-79%
建仓
COR
CENCORA INC
+$428.5K
1,429
增持
ISCG
ISHARES TR
+$389.7K
24,203
+34%
减持
ABBV
ABBVIE INC
-$388.1K
16,000
-0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$374.9K
2,463
-65%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$371.0K
4,679
减持
DES
WISDOMTREE TR
-$366.3K
167,354
-6%
减持
GOOGL
ALPHABET INC
+$345.6K
16,724
-1%
增持
GEV
GE VERNOVA INC
+$313.9K
974
+48%
减持
MRK
MERCK & CO INC
-$295.1K
24,436
-2%
减持
VUG
VANGUARD INDEX FDS
+$292.5K
4,542
-1%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$289.4K
6,686
增持
ILCG
ISHARES TR
+$282.5K
6,840
+46%
减持
VTEB
VANGUARD MUN BD FDS
-$281.2K
979
-85%
增持
VGT
VANGUARD WORLD FD
+$281.0K
1,907
+5%
建仓
APO
APOLLO GLOBAL MGMT INC
+$271.7K
1,915
增持
TSLA
TESLA INC
+$269.3K
3,682
+6%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$268.0K
403,869
-5%
减持
SPTS
SPDR SERIES TRUST
-$263.0K
221,237
-4%
减持
LVHD
LEGG MASON ETF INVT
-$256.9K
2,600
-70%
减持
PG
PROCTER AND GAMBLE CO
-$254.7K
17,352
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$253.4K
140,705
+8%
减持
DWM
WISDOMTREE TR
+$249.4K
53,606
-1%
增持
EFV
ISHARES TR
+$248.6K
50,066
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$246.2K
19,044
+15%
增持
CWI
SPDR INDEX SHS FDS
+$238.9K
7,705
+1692%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$238.4K
0
-100%
增持
IWP
ISHARES TR
+$216.5K
9,985
+0%
减持
SPMD
SPDR SERIES TRUST
-$202.6K
28,431
-17%
增持
META
META PLATFORMS INC
+$197.5K
1,164
+1%
增持
COF
CAPITAL ONE FINL CORP
+$188.4K
894
+8840%
增持
CAT
CATERPILLAR INC
+$171.6K
2,768
+1%
建仓
PHM
PULTE GROUP INC
+$169.2K
1,604
减持
MCD
MCDONALDS CORP
-$165.7K
8,017
-0%
建仓
—
LINDE PLC
+$163.3K
348
减持
QQQ
INVESCO QQQ TR
+$162.8K
2,023
-0%
减持
LLY
ELI LILLY & CO
-$162.0K
733
-17%
增持
ILCV
ISHARES TR
+$161.1K
8,089
+28%
减持
SPTI
SPDR SERIES TRUST
-$153.8K
232,670
-3%
增持
BKMC
BNY MELLON ETF TRUST
+$153.1K
3,713
+56%
增持
CSCO
CISCO SYS INC
+$151.7K
18,874
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$151.6K
4,524
+3%
减持
PFE
PFIZER INC
-$149.8K
64,421
-5%
清仓
—
DISCOVER FINL SVCS
-$148.3K
0
-100%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$140.4K
104,371
+6%
增持
IWB
ISHARES TR
+$138.7K
3,759
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$135.6K
701
+12%
减持
MDYG
SPDR SERIES TRUST
+$134.3K
18,458
-0%
清仓
YUMC
YUM CHINA HLDGS INC
-$133.3K
0
-100%
增持
GOVT
ISHARES TR
+$130.7K
608,341
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$128.2K
13,202
+8%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$128.0K
18,835
+42%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$126.9K
51,685
+13%
增持
SPDW
SPDR INDEX SHS FDS
+$124.0K
21,692
+5%
减持
GOOG
ALPHABET INC
+$121.5K
7,220
-3%
减持
IJR
ISHARES TR
-$119.1K
7,113
-17%
增持
IWM
ISHARES TR
+$115.7K
5,016
+4%
增持
VTI
VANGUARD INDEX FDS
+$114.6K
3,903
+0%
增持
IQDG
WISDOMTREE TR
+$113.2K
9,035
+32%
建仓
ANET
ARISTA NETWORKS INC
+$111.8K
1,093
增持
SPYM
SPDR SERIES TRUST
+$110.9K
9,614
+8%
减持
YUM
YUM BRANDS INC
-$109.4K
3,607
-12%
减持
QDF
FLEXSHARES TR
-$100.8K
1,893
-46%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$100.1K
67,181
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$98.7K
6,153
-2%
增持
BSJV
INVESCO EXCH TRD SLF IDX FD
+$97.5K
6,400
+127%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$97.0K
51,013
+10%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$96.3K
1,539
减持
BAC
BANK AMERICA CORP
+$96.2K
21,187
-2%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$95.8K
15,510
+37%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$94.9K
10,249
+124%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$94.6K
6,450
+125%
减持
DTD
WISDOMTREE TR
-$94.3K
7,943
-16%
增持
SPSM
SPDR SERIES TRUST
+$94.1K
24,590
+5%
增持
IYW
ISHARES TR
+$93.0K
1,976
+11%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$92.8K
29,374
+15%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$92.6K
11,260
+94%
减持
DWX
SPDR INDEX SHS FDS
+$88.0K
24,440
-0%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$85.7K
15,022
+1%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$85.2K
3,510
+12%
清仓
JPEM
J P MORGAN EXCHANGE TRADED F
-$81.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$79.3K
661
+9%
增持
RTX
RTX CORPORATION
+$79.1K
5,592
+0%
增持
ICVT
ISHARES TR
+$78.7K
11,674
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$77.6K
13,688
+3%
减持
—
EATON CORP PLC
-$77.4K
1,073
-37%
减持
CTVA
CORTEVA INC
+$76.2K
6,805
-1%
增持
WMT
WALMART INC
+$75.7K
4,494
+8%
减持
PSK
SPDR SERIES TRUST
-$75.5K
1,618
-59%
减持
KO
COCA COLA CO
-$72.5K
23,012
-3%
增持
IEMG
ISHARES INC
+$71.9K
11,228
+1%
减持
VV
VANGUARD INDEX FDS
-$71.0K
4,763
-14%
增持
CWB
SPDR SERIES TRUST
+$68.8K
9,378
+2%
减持
BDX
BECTON DICKINSON & CO
-$65.4K
148
-63%
减持
VNQ
VANGUARD INDEX FDS
-$63.9K
6,474
-8%
增持
ABT
ABBOTT LABS
+$63.5K
18,794
+0%
增持
ISCV
ISHARES TR
+$63.0K
9,311
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$61.9K
11,791
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$61.8K
30,042
+0%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$61.8K
1,100
减持
PLD
PROLOGIS INC.
-$60.3K
415
-55%
减持
SPEM
SPDR INDEX SHS FDS
-$60.0K
92,229
-9%
增持
VXUS
VANGUARD STAR FDS
+$58.6K
4,315
+12%
增持
C
CITIGROUP INC
+$58.3K
3,868
+1%
增持
VBK
VANGUARD INDEX FDS
+$57.9K
2,251
+0%
减持
—
ACCENTURE PLC IRELAND
-$57.7K
2,490
-3%
增持
WTRG
ESSENTIAL UTILS INC
-$55.1K
23,718
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.8K
1,883
-6%
减持
STBA
S & T BANCORP INC
-$54.7K
58,142
-4%
增持
VIS
VANGUARD WORLD FD
+$54.4K
1,194
+6%
建仓
FSK
FS KKR CAP CORP
+$54.4K
2,620
减持
IWR
ISHARES TR
-$54.3K
472
-59%
减持
INTC
INTEL CORP
-$53.6K
5,066
-31%
增持
XLY
SELECT SECTOR SPDR TR
+$53.6K
658
+45%
减持
MUB
ISHARES TR
-$52.9K
234
-68%
建仓
BKAG
BNY MELLON ETF TRUST
+$52.9K
1,255
