KC

Key Capital Management, INC

分散型投资策略趋势追踪型高频交易型

申报总市值

US$1.5亿

申报季度: 2026-03-31 · 持股只数: 687

Key Capital Management, INC在最新一期 13F 报告中披露了 687 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 63.8%。

机构性格雪花图

集中度
21.51
持仓稳定性
63.75
动能／逆势
100
行业集中度
55.64
多样化
100
仓位均衡度
40.01

近期动向

  • 减仓 HIGH

    -98.5%　-US$219.1万

  • 减仓 VGSH

    -84.5%　-US$191.9万

  • 加仓 IWY

    +100.0%　US$597.8万

  • 加仓 IWX

    +86.2%　US$399.9万

  • 减仓 ICLO

    -99.6%　-US$109.9万

  • 减仓 BUCK

    +18.6%　US$79.6万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SCECSterling Capital Enh Cb ETFETF-其他17.38%-0.16%+50.25%
2IWYIshares Russell Top 200 GrowETF-其他8.90%+1.47%+100.01%
3IWXIshares Russell Top 200 ValuETF-其他5.65%+1.14%+86.25%
4SCEPStrling Cptl Hdg Ep Incm ETFETF-其他4.19%+4.19%NEW
5CTASimplify Managed Futures StETF-其他3.64%-0.67%+14.15%
6BUCKSimplify Treasury Option INCETF-政府公债3.52%-0.97%+18.56%
7SCMCSterling Cap Ms Income ETFETF-其他3.20%+3.20%NEW
8EFVIshares Msci Eafe Value ETFETF-其他3.17%+0.65%+80.94%
9IWSIshares Russell Mid-cap ValuETF-其他3.01%+0.71%+90.07%
10EFGIshares Msci Eafe Growth ETFETF-其他2.80%+0.39%+77.86%
11FOXYSimplify Currency Strtgy ETFETF-其他2.62%+0.46%+68.74%
12SBARSimplify Barrier Income ETFETF-其他2.53%+0.32%+82.66%
13AGGHSimplify Aggregate Bond ETFETF-其他2.50%-0.55%+25.39%
14IEMGIshares Core Msci EmergingETF-新兴市场2.39%+0.45%+77.61%
15SVOLSimplify Volatility PremiumETF-其他1.73%—+15.55%
16VTWOVanguard Russell 2000 ETFETF-中小型股1.54%+0.31%+87.14%
17AAPLApple INC股票-科技1.35%—+12.70%
18VTIVanguard Total Stock Mkt ETFETF-其他1.00%+0.82%+772.64%
19VGITVanguard Intermediate-term TETF-其他0.92%+0.92%NEW
20IWPIshares Russell Mid-cap GrowETF-其他0.91%+0.33%+150.12%
21GAEMSimplify Gamma Emrg Mrk BndETF-其他0.85%—+17.54%
22SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.77%—+5.37%
23IVVIshares Core S&p 500 ETFETF-大型股与成长0.71%+0.48%+380.41%
24SCNMSterling Cap Natl Mb ETFETF-其他0.70%+0.70%NEW
25VXUSVanguard Total Intl StockETF-其他0.63%+0.62%+6737.91%
26FGDFirst Trust Dj Gl Sel DvdETF-其他0.62%—-17.69%
27WDIVSt Str Spd S&p Glo Div-us InETF-其他0.61%—-13.25%
28QQQInvesco Qqq Trust Series 1ETF-科技型0.61%-0.49%-12.33%
29DYNFIshrs US E F R A Etf-usd INCETF-其他0.57%+0.11%+94.49%
30COROIsh Intl Ctry Rot Act ETFETF-其他0.56%+0.56%NEW
31IVEIshares S&p 500 Value ETFETF-大型股与成长0.56%+0.21%+139.95%
32MGKVanguard Mega Cap Growth ETFETF-其他0.55%—-1.17%
33SCHPSchwab U.s. Tips ETFETF-其他0.55%+0.55%+66897.87%
34TSLATesla INC股票-周期性消费0.52%+0.49%+2665.79%
35IVWIshares S&p 500 Growth ETFETF-大型股与成长0.51%+0.19%+162.49%
36NVDANvidia CORP股票-科技0.51%—+62.07%
37ZSEPInnovator Edp ETF - 1 Yr SepETF-其他0.51%—+13.92%
38AMZNAmazon.com INC股票-周期性消费0.47%—+39.87%
39ILCVIshares Morningstar Value EtETF-其他0.44%—+0.38%
40SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.43%+0.42%+4938.32%
41VGLTVanguard Long-term TreasuryETF-政府公债0.42%—+8.24%
42QUALIshares Msci USA Quality FacETF-其他0.38%+0.06%+83.43%
43APOCInr Eqty Def P ETF - 6 M A/oETF-其他0.37%+0.02%+59.58%
44SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.34%+0.32%+1945.91%
45AIOOAllianzim US Eq Buffer100ETF-其他0.32%—+14.56%
46ZNOVInvtr Equ De Pr ETF - 1 Yr NETF-其他0.27%—+13.96%
47MSFTMicrosoft CORP股票-科技0.26%—+18.63%
48SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-其他0.26%+0.08%+115.90%
49BRK-BBerkshire Hathaway Inc-cl B股票-其他0.26%—+77.68%
50EDIVState Street Spdr S&p EmergiETF-其他0.24%—-31.89%
1–50 of 687

本季持股变动

Key Capital Management, INC 在 2026-03-31 最显著的持仓异动： 新建仓: Strling Cptl Hdg Ep Incm ETF (SCEP); 新建仓: Sterling Cap Ms Income ETF (SCMC); 新建仓: Vanguard Intermediate-term T (VGIT); 新建仓: Sterling Cap Natl Mb ETF (SCNM); 新建仓: Ish Intl Ctry Rot Act ETF (CORO).

Key Capital Management, INC 于截至 2026-03-31 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
1IWYIshares Russell Top 200 Grow+1.5%+100.01%加仓
2IWXIshares Russell Top 200 Valu+1.1%+86.25%加仓
3VTIVanguard Total Stock Mkt ETF+0.8%+772.64%加仓
4IWSIshares Russell Mid-cap Valu+0.7%+90.07%加仓
5EFVIshares Msci Eafe Value ETF+0.7%+80.94%加仓
6VXUSVanguard Total Intl Stock+0.6%+6737.91%加仓
7SCHPSchwab U.s. Tips ETF+0.6%+66897.87%加仓
8TSLATesla INC+0.5%+2665.79%加仓
9IVVIshares Core S&p 500 ETF+0.5%+380.41%加仓
10FOXYSimplify Currency Strtgy ETF+0.5%+68.74%加仓
11IEMGIshares Core Msci Emerging+0.5%+77.61%加仓
12SPYMSte Str Spdr Pt S&p 500 ETF+0.4%+4938.32%加仓
13EFGIshares Msci Eafe Growth ETF+0.4%+77.86%加仓
14IWPIshares Russell Mid-cap Grow+0.3%+150.12%加仓
15SBARSimplify Barrier Income ETF+0.3%+82.66%加仓
16SPYVSs Spdr P S&p 500 Value ETF+0.3%+1945.91%加仓
17VTWOVanguard Russell 2000 ETF+0.3%+87.14%加仓
18IVEIshares S&p 500 Value ETF+0.2%+139.95%加仓
19IVWIshares S&p 500 Growth ETF+0.2%+162.49%加仓
20SPYGSs Spdr P S&p 500 Growth ETF+0.2%+728.23%加仓
21DYNFIshrs US E F R A Etf-usd INC+0.1%+94.49%加仓
22IWFIshares Russell 1000 Growth+0.1%+270.29%加仓
23SPTLSs Spdr Pf Lng Trm Tsy E-usd+0.1%+115.90%加仓
24QUALIshares Msci USA Quality Fac+0.1%+83.43%加仓
25APOCInr Eqty Def P ETF - 6 M A/o0%+59.58%加仓
26NVDANvidia CORP—+62.07%加仓
27SCECSterling Capital Enh Cb ETF-0.2%+50.25%加仓
28ANGLVaneck Fallen Angel High Yld-0.5%-99.62%减仓
29GDXVaneck Gold Miners ETF-0.5%-92.33%减仓
30QQQInvesco Qqq Trust Series 1-0.5%-12.33%减仓
31BILZPimco Ultra Shrt Govt Active-0.5%-56.42%减仓
32AGGHSimplify Aggregate Bond ETF-0.6%+25.39%加仓
33CLOIVaneck Clo ETF-0.6%-99.61%减仓
34NBOSNeuberger Option Strategy Et-0.6%-99.18%减仓
35CTASimplify Managed Futures St-0.7%+14.15%加仓
36DIVGlobal X Superdividend Use-0.8%-99.60%减仓
37VYMVanguard High Dvd Yield ETF-1%-99.15%减仓
38MUBIshares National Muni Bond E-1%-85.56%减仓
39BUCKSimplify Treasury Option INC-1%+18.56%加仓
40ICLOInvesco Aaa Clo F/r Note ETF-1.1%-99.62%减仓
41VGSHVanguard Short-term Treasury-2%-84.49%减仓
42HIGHSimplify Enhanced Income ETF-2.2%-98.51%减仓
43SCEPStrling Cptl Hdg Ep Incm ETF—NEW新建仓
44SCMCSterling Cap Ms Income ETF—NEW新建仓
45VGITVanguard Intermediate-term T—NEW新建仓
46SCNMSterling Cap Natl Mb ETF—NEW新建仓
47COROIsh Intl Ctry Rot Act ETF—NEW新建仓
48FLJJAllianzim US 6m Flr5 Jan-jul—NEW新建仓
49BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓
50OEFIshares S&p 100 ETF—EXIT清仓

FAQ

Key Capital Management, INC 是什么机构？属于哪种投资人类型？
Key Capital Management, INC 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 687 个已申报仓位之中。
Key Capital Management, INC 目前前几大持股有哪些？
根据最新 13F 申报，Key Capital Management, INC 按市值排列的前几大持股为： 1. Sterling Capital Enh Cb ETF (SCEC) — US$2631.5万 (17.4%) 2. Ishares Russell Top 200 Grow (IWY) — US$1347.8万 (8.9%) 3. Ishares Russell Top 200 Valu (IWX) — US$854.9万 (5.7%) 4. Strling Cptl Hdg Ep Incm ETF (SCEP) — US$634.1万 (4.2%) 5. Simplify Managed Futures St (CTA) — US$551.0万 (3.6%)
Key Capital Management, INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Key Capital Management, INC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 30 个既有持股、减仓 12 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Strling Cptl Hdg Ep Incm ETF (SCEP); 新建仓: Sterling Cap Ms Income ETF (SCMC); 新建仓: Vanguard Intermediate-term T (VGIT); 新建仓: Sterling Cap Natl Mb ETF (SCNM); 新建仓: Ish Intl Ctry Rot Act ETF (CORO)
Key Capital Management, INC 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 Capital Management, INC 的主要板块分布如下： • Information Technology: 34.6% • Consumer Discretionary: 15.7% • Financials: 14.9% • Health Care: 7.7% • Communication Services: 7.4% • Industrials: 5.1%