13FBOX
Key Client Fiduciary Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Key Client Fiduciary Advisors, LLC

No.5312 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.47亿
环比变动 Q1 2026
+$5,249.2万+17.8%
持仓股票数
219
新买入
22
加仓
97
减仓
87
清仓
10
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
GGALAXY DIGITALGLXY
7.11%5.65%$2,465.6万90.2万股$1,662.1万90.1万股+713股+0.08%加仓
F第一信托交易所交易基金RDVY
6.67%6.52%$2,312.8万28.5万股$1,917.1万28.1万股+4,556股+1.62%加仓
F第一信托·USTCIBR
3.81%3.25%$1,319.6万14.7万股$955.3万15.2万股-5,541股-3.64%减仓
苹果AAPL
3.79%3.97%$1,315.0万4.5万股$1,168.0万4.6万股-580股-1.26%减仓
PPUTNAM ETF TRUSTPVAL
3.64%3.27%$1,262.6万24.8万股$961.1万20.7万股+4.1万股+19.64%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
2.83%3.15%$980.2万20.1万股$927.6万18.3万股+1.9万股+10.32%加仓
SSPDR标普500 ETFSPY
2.79%2.74%$969.0万1.3万股$806.0万1.2万股+581股+4.69%加仓
亚马逊AMZN
2.59%2.69%$897.1万3.8万股$792.6万3.8万股-420股-1.10%减仓
IISHARES U.S. CONSUMER STAPLES ETFIYK
2.45%3.01%$850.3万11.7万股$886.0万12.7万股-9,500股-7.51%减仓
英伟达NVDA
2.37%2.47%$820.0万4.1万股$726.2万4.2万股-655股-1.57%减仓
IiShares安硕信托GARP
2.2%0.23%$763.9万9.3万股$67.9万1.1万股+8.2万股+771.33%加仓
F第一信托交易所交易基金SDVY
1.97%2.16%$682.3万15.8万股$635.6万16.1万股-3,029股-1.88%减仓
I景顺QQQ信托VOO
1.96%1.79%$678.3万9,211股$528.0万9,147股+64股+0.70%加仓
微软MSFT
1.85%2.17%$641.6万1.7万股$639.7万1.7万股-79股-0.46%减仓
特斯拉TSLA
1.83%1.89%$636.0万1.5万股$556.4万1.5万股+155股+1.04%加仓
V先锋领航指数基金VOO
1.44%1.36%$498.5万7,258股$400.4万6,700股+558股+8.33%加仓
AMD超威AMD
1.32%0.57%$458.3万7,890股$168.9万8,303股-413股-4.97%减仓
ANNALY CAPITAL MANAGEMENT COM NEWNLY
1.27%1.39%$439.7万19.7万股$410.1万19.4万股+2,726股+1.41%加仓
谷歌AGOOGL
1.12%1.05%$386.8万1.1万股$309.8万1.1万股+49股+0.45%加仓
SSPDR行业精选信托XLU
1.02%1.23%$355.4万7.8万股$362.1万7.9万股-537股-0.68%减仓
S道富SPYM
1%0.89%$348.4万4.0万股$261.8万3.4万股+5,434股+15.88%加仓
甲骨文ORCL
0.88%1.04%$306.2万2.1万股$306.8万2.1万股+41股+0.20%加仓
EETF系列解决方案TRFM
0.85%0.74%$295.9万4.7万股$217.1万4.7万股+110股+0.24%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.81%0.88%$280.4万4.7万股$260.1万4.4万股+3,431股+7.88%加仓
FFT VEST LAD AUTO CALL BARRIERACYN
0.8%$276.6万13.3万股$00股+13.3万股新买入
I景顺·S&PRWL
0.79%0.83%$272.9万2.1万股$244.6万2.1万股+78股+0.37%加仓
摩根大通JPM
0.78%0.83%$269.4万8,229股$242.9万8,259股-30股-0.36%减仓
VVILLAGE FARMS INTERNATIONAL INCORPORATED (CANADA)VFF
0.77%0.59%$266.3万133.5万股$175.0万61.6万股+71.8万股+116.57%加仓
F第一信托交易所交易基金FYC
0.73%0.78%$253.9万1.9万股$230.4万2.1万股-1,743股-8.38%减仓
IIBMIBM
0.71%0.71%$244.8万8,707股$207.7万8,568股+139股+1.62%加仓
VertivVRT
0.7%0.69%$244.1万7,291股$203.1万8,105股-814股-10.04%减仓
F第一信托·USTFVD
0.69%0.77%$239.8万5.0万股$226.9万4.8万股+1,524股+3.16%加仓
GGlobal X基金PAVE
0.66%0.65%$228.8万3.9万股$191.1万3.8万股+1,213股+3.22%加仓
PUBLIC SVC ENTERPRISE COMPEG
0.62%0.73%$214.6万2.6万股$214.2万2.6万股-14股-0.05%减仓
应用材料AMAT
0.61%0.36%$211.8万2,930股$104.5万3,058股-128股-4.19%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.61%0.6%$210.3万8,888股$175.9万8,181股+707股+8.64%加仓
伯克希尔哈撒韦BRK.B
0.6%0.67%$207.1万4,139股$195.9万4,089股+50股+1.22%加仓
BBANK OF AMERBAC
0.59%0.6%$205.7万3.6万股$177.1万3.6万股-228股-0.63%减仓
F第一信托·UST SENIOR LOAN FUNDFTSL
0.58%0.88%$201.9万4.5万股$258.5万5.8万股-1.3万股-21.79%减仓
RROUNDHILL MAGNIFICENT SEVEN ETFMAGS
0.57%0.63%$196.7万3.1万股$186.2万3.2万股-1,547股-4.81%减仓
ALTRIAMO
0.53%0.54%$185.3万2.6万股$158.6万2.4万股+1,729股+7.20%加仓
F第一信托交易所交易基金VIXNOV
0.53%0.64%$185.1万4.7万股$187.4万5.0万股-3,403股-6.79%减仓
Meta平台META
0.51%0.65%$177.0万3,143股$192.3万3,362股-219股-6.51%减仓
沃尔玛WMT
0.51%0.66%$176.1万1.6万股$194.4万1.6万股-101股-0.65%减仓
保德信金融PRU
0.5%0.58%$174.5万1.6万股$170.2万1.7万股-1,255股-7.20%减仓
埃克森美孚XOM
0.49%0.73%$169.9万1.2万股$215.1万1.3万股-256股-2.02%减仓
博通AVGO
0.47%0.46%$164.1万4,344股$134.3万4,340股+4股+0.09%加仓
IiShares比特币ETFIBIT
0.45%0.31%$155.2万4.7万股$90.3万2.3万股+2.3万股+98.47%加仓
艾伯维ABBV
0.43%0.43%$149.2万5,928股$127.4万5,856股+72股+1.23%加仓
AAlphabet Inc Class CGOOG
0.43%0.43%$148.5万4,202股$126.2万4,399股-197股-4.48%减仓

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