KC

Key Client Fiduciary Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.5亿

申报季度: 2026-06-30 · 持股只数: 232

Key Client Fiduciary Advisors, LLC在最新一期 13F 报告中披露了 232 项持股，申报期为 2026-06-30，总持股市值约为 US$3.5亿，季度换手率为 25.8%。

机构性格雪花图

集中度
8.68
持仓稳定性
25.78
动能／逆势
100
行业集中度
63.64
多样化
100
仓位均衡度
80.58

近期动向

  • 加仓 GARP

    +771.3%　US$695.9万

  • 清仓 FTGS

  • 加仓 GLXY

    +0.1%　US$803.5万

  • 新建仓 ACYN

  • 加仓 AMD

    -5.0%　US$289.4万

  • 清仓 LB

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 219 大持股（共 232 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1GLXYGalaxy Digital Inc-a股票-其他7.11%+1.46%+0.08%
2RDVYFirst Trust Rising DividendETF-其他6.67%+0.15%+1.62%
3CIBRFirst Trust Nasdaq CybersecuETF-科技型3.81%+0.56%-3.64%
4AAPLApple INC股票-科技3.79%-0.18%-1.26%
5PVALPutnam Focused Lrg Cap ValueETF-其他3.64%+0.37%+19.64%
6FDLFirst Trust Morn Dvd Lead InETF-其他2.83%-0.32%+10.32%
7SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.79%+0.05%+4.69%
8AMZNAmazon.com INC股票-周期性消费2.59%-0.10%-1.10%
9IYKIshares US Consumer StaplesETF-其他2.45%-0.56%-7.51%
10NVDANvidia CORP股票-科技2.37%-0.10%-1.57%
11GARPIshares Msci USA Quality GarETF-其他2.20%+1.97%+771.33%
12SDVYFirst Trust Smid Cap RisingETF-其他1.97%-0.19%-1.88%
13QQQInvesco Qqq Trust Series 1ETF-科技型1.96%+0.17%+0.70%
14MSFTMicrosoft CORP股票-科技1.85%—-0.46%
15TSLATesla INC股票-周期性消费1.83%-0.06%+1.04%
16VOOVanguard S&p 500 ETFETF-大型股与成长1.44%+0.08%+8.33%
17AMDAdvanced Micro Devices股票-科技1.32%+0.75%-4.97%
18NLYAnnaly Capital Management In股票-房地产1.27%—+1.41%
19GOOGLAlphabet Inc-cl A股票-通信服务1.12%+0.07%+0.45%
20XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.02%—-0.68%
21SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.00%+0.11%+15.88%
22ORCLOracle CORP股票-科技0.88%—+0.20%
23TRFMAam Transformers ETFETF-其他0.85%+0.11%+0.24%
24FTSMFirst Trust Enh Short Mat FdETF-其他0.81%—+7.88%
25ACYNFt Lad Autocall Bar INC ETFETF-其他0.80%+0.80%NEW
26RWLInvesco S&p 500 Revenue ETFETF-大型股与成长0.79%—+0.37%
27JPMJpmorgan Chase & Co股票-金融0.78%—-0.36%
28VFFVillage Farms International股票-其他0.77%+0.18%+116.57%
29AIRRFirst Trust Rba American IndETF-其他0.73%—-8.38%
30IBMIntl Business Machines CORP股票-科技0.71%—+1.62%
31VRTVertiv Holdings Co-a股票-工业0.70%+0.01%-10.04%
32FVDFirst Trust Value Line DvdETF-其他0.69%—+3.16%
33PAVEGlobal X US InfrastructureETF-其他0.66%+0.01%+3.22%
34PEGPublic Service Enterprise Gp股票-公用事业0.62%—-0.05%
35AMATApplied Materials INC股票-科技0.61%+0.25%-4.19%
36VIGVanguard Dividend Apprec ETFETF-其他0.61%+0.01%+8.64%
37BRK-BBerkshire Hathaway Inc-cl B股票-其他0.60%—+1.22%
38BACBank Of America CORP股票-金融0.59%—-0.63%
39FTSLFirst Trust Senior Loan ETFETF-其他0.58%-0.30%-21.79%
40MAGSRoundhill Magnificent SevenETF-其他0.57%—-4.81%
41MOAltria Group INC股票-非周期性消费0.53%—+7.20%
42XNOVFt Vest US Equity Enhance &ETF-其他0.53%—-6.79%
43METAMeta Platforms Inc-class A股票-通信服务0.51%—-6.51%
44WMTWalmart INC股票-非周期性消费0.51%—-0.65%
45PRUPrudential Financial INC股票-金融0.50%—-7.20%
46XOMExxon Mobil CORP股票-能源0.49%-0.24%-2.02%
47AVGOBroadcom INC股票-科技0.47%—+0.09%
48IBITIshares Bitcoin Trust ETFETF-加密货币0.45%+0.14%+98.47%
49ABBVAbbvie INC股票-医疗保健0.43%—+1.23%
50GOOGAlphabet Inc-cl C股票-通信服务0.43%—-4.48%
1–50 of 219

本季持股变动

Key Client Fiduciary Advisors, LLC 在 2026-06-30 最显著的持仓异动： 清仓: First Trust Grwth Strgth ETF (FTGS); 新建仓: Ft Lad Autocall Bar INC ETF (ACYN); 清仓: Landbridge Co Llc-a (LB); 新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Intel CORP (INTC).

Key Client Fiduciary Advisors, LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GARPIshares Msci USA Quality Gar+2%+771.33%加仓
2GLXYGalaxy Digital Inc-a+1.5%+0.08%加仓
3ACYNFt Lad Autocall Bar INC ETF+0.8%NEW新建仓
4AMDAdvanced Micro Devices+0.8%-4.97%减仓
5CIBRFirst Trust Nasdaq Cybersecu+0.6%-3.64%减仓
6PVALPutnam Focused Lrg Cap Value+0.4%+19.64%加仓
7AMATApplied Materials INC+0.3%-4.19%减仓
8MUMicron Technology INC+0.2%+3.25%加仓
9IGVIshares Expanded Tech-softwa+0.2%NEW新建仓
10VFFVillage Farms International+0.2%+116.57%加仓
11INTCIntel CORP+0.2%NEW新建仓
12QQQInvesco Qqq Trust Series 1+0.2%+0.70%加仓
13RDVYFirst Trust Rising Dividend+0.2%+1.62%加仓
14AXONAxon Enterprise INC+0.2%NEW新建仓
15IBITIshares Bitcoin Trust ETF+0.1%+98.47%加仓
16SOXLDirex Dail Semi Bu 3x Et-usd+0.1%NEW新建仓
17CRWDCrowdstrike Holdings INC - A+0.1%+2.37%加仓
18GLWCorning INC+0.1%+0.69%加仓
19LRCXLam Research CORP+0.1%-1.61%减仓
20SPYMSte Str Spdr Pt S&p 500 ETF+0.1%+15.88%加仓
21TRFMAam Transformers ETF+0.1%+0.24%加仓
22SOXXIshares Semiconductor ETF+0.1%-1.20%减仓
23PMPhilip Morris International+0.1%+156.72%加仓
24JAAAJanus Henderson Aaa Clo ETF+0.1%NEW新建仓
25QCOMQualcomm INC+0.1%NEW新建仓
26VOOVanguard S&p 500 ETF+0.1%+8.33%加仓
27SMHVaneck Semiconductor ETF+0.1%+10.63%加仓
28GOOGLAlphabet Inc-cl A+0.1%+0.45%加仓
29CATCaterpillar INC+0.1%+0.11%加仓
30SPYSs Spdr S&p 500 ETF Trust-us+0.1%+4.69%加仓
31LLYEli Lilly & Co0%+1.19%加仓
32VRTVertiv Holdings Co-a0%-10.04%减仓
33PAVEGlobal X US Infrastructure0%+3.22%加仓
34VIGVanguard Dividend Apprec ETF0%+8.64%加仓
35IBMIntl Business Machines CORP—+1.62%加仓
36TSLATesla INC-0.1%+1.04%加仓
37AMZNAmazon.com INC-0.1%-1.10%减仓
38NVDANvidia CORP-0.1%-1.57%减仓
39PLTRPalantir Technologies Inc-a-0.2%-7.93%减仓
40AAPLApple INC-0.2%-1.26%减仓
41XLESs Energy Select Sector-0.2%EXIT清仓
42SDVYFirst Trust Smid Cap Rising-0.2%-1.88%减仓
43TAt&t INC-0.2%+0.43%加仓
44XOMExxon Mobil CORP-0.2%-2.02%减仓
45FTSLFirst Trust Senior Loan ETF-0.3%-21.79%减仓
46FDLFirst Trust Morn Dvd Lead In-0.3%+10.32%加仓
47BTCOInvsco Glxy Btcn ETF-0.4%-60.27%减仓
48IYKIshares US Consumer Staples-0.6%-7.51%减仓
49LBLandbridge Co Llc-a-0.6%EXIT清仓
50FTGSFirst Trust Grwth Strgth ETF-1.7%EXIT清仓

FAQ

Key Client Fiduciary Advisors, LLC 是什么机构？属于哪种投资人类型？
Key Client Fiduciary Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$3.5亿，分布在 232 个已申报仓位之中。
Key Client Fiduciary Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Key Client Fiduciary Advisors, LLC 按市值排列的前几大持股为： 1. Galaxy Digital Inc-a (GLXY) — US$2465.6万 (7.1%) 2. First Trust Rising Dividend (RDVY) — US$2312.8万 (6.7%) 3. First Trust Nasdaq Cybersecu (CIBR) — US$1319.6万 (3.8%) 4. Apple INC (AAPL) — US$1315.0万 (3.8%) 5. Putnam Focused Lrg Cap Value (PVAL) — US$1262.6万 (3.6%)
Key Client Fiduciary Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Key Client Fiduciary Advisors, LLC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 25 个既有持股、减仓 15 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: First Trust Grwth Strgth ETF (FTGS); 新建仓: Ft Lad Autocall Bar INC ETF (ACYN); 清仓: Landbridge Co Llc-a (LB); 新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Intel CORP (INTC)
Key Client Fiduciary Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Key Client Fiduciary Advisors, LLC 的主要板块分布如下： • Information Technology: 40.5% • Consumer Discretionary: 13.7% • Financials: 9.1% • Communication Services: 7.9% • Industrials: 7.2% • Health Care: 5.9%