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KMG FIDUCIARY PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KMG FIDUCIARY PARTNERS, LLC
报告期 2026-03-31 · CIK 0001773205
持仓数
261
前50大市值合计
$915.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 81
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$3.4M
128,960
-6%
增持
HYG
ISHARES TR
+$2.9M
128,307
+36%
增持
SNOW
SNOWFLAKE INC
+$2.7M
9,661
+774%
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。
增持
MS
MORGAN STANLEY
+$2.4M
40,452
+148%
增持
MSFT
MICROSOFT CORP
+$2.4M
106,674
+4%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.3M
10,438
-39%
增持
AAPL
APPLE INC
+$2.2M
307,597
+2%
减持
SBUX
STARBUCKS CORP
-$2.1M
35,466
-34%
增持
GOOGL
ALPHABET INC
+$1.9M
7,333
+1%
增持
META
FACEBOOK INC
+$1.8M
17,758
+47%
增持
CRM
SALESFORCE COM INC
+$1.8M
21,186
+30%
增持
ABBV
ABBVIE INC
+$1.7M
43,777
+65%
减持
AXP
AMERICAN EXPRESS CO
-$1.6M
48,885
-17%
增持
AMZN
AMAZON COM INC
+$1.5M
6,317
+13%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
3,391
+511%
减持
WYNN
WYNN RESORTS LTD
-$1.3M
4,077
-71%
增持
INTC
INTEL CORP
+$1.3M
124,296
+31%
增持
ORCL
ORACLE CORP
+$1.3M
27,851
+93%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
105,543
+3%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$1.3M
0
-100%
减持
BIIB
BIOGEN INC
-$1.2M
13,308
-7%
增持
CSCO
CISCO SYS INC
+$1.2M
82,497
+33%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.1M
21,465
-8%
清仓
—
SLACK TECHNOLOGIES INC
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
+$1.1M
3,066
+310%
增持
SNAP
SNAP INC
+$1.1M
25,849
+121%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
14,105
+289%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
18,649
-10%
减持
UPS
UNITED PARCEL SERVICE INC
-$991.0K
7,588
-33%
增持
MCD
MCDONALDS CORP
+$962.0K
23,008
+16%
增持
GM
GENERAL MTRS CO
+$947.0K
55,547
+66%
增持
PRU
PRUDENTIAL FINL INC
+$921.0K
20,392
+71%
增持
SQ
SQUARE INC
+$916.0K
6,922
+127%
增持
TGT
TARGET CORP
+$907.0K
5,245
+332%
清仓
STZ
CONSTELLATION BRANDS INC
-$895.0K
0
-100%
增持
BA
BOEING CO
+$883.0K
9,238
+93%
增持
STWD
STARWOOD PPTY TR INC
+$873.0K
83,952
+87%
增持
PYPL
PAYPAL HLDGS INC
+$862.0K
9,158
+75%
增持
VZ
VERIZON COMMUNICATIONS INC
+$861.0K
138,443
+17%
增持
MAR
MARRIOTT INTL INC NEW
+$839.0K
18,418
+33%
增持
AMAT
APPLIED MATLS INC
+$831.0K
24,892
+49%
减持
CTAS
CINTAS CORP
-$804.0K
1,782
-54%
增持
NVDA
NVIDIA CORPORATION
+$792.0K
12,645
+454%
减持
—
MEDTRONIC PLC
-$769.0K
3,803
-62%
减持
CAH
CARDINAL HEALTH INC
-$763.0K
4,655
-73%
增持
MMM
3M CO
+$759.0K
12,982
+70%
增持
LLY
LILLY ELI & CO
+$743.0K
6,829
+88%
增持
MET
METLIFE INC
+$734.0K
41,962
+35%
减持
IWP
ISHARES TR
-$710.0K
76,739
-7%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$709.0K
142,978
-16%
减持
HD
HOME DEPOT INC
-$706.0K
6,617
-27%
减持
WMT
WALMART INC
-$694.0K
6,466
-43%
增持
NFLX
NETFLIX INC
+$692.0K
5,067
+11%
增持
LOW
LOWES COS INC
+$658.0K
7,289
+72%
减持
MRK
MERCK & CO INC
-$618.0K
90,328
-5%
减持
LQD
ISHARES TR
-$596.0K
69,235
-5%
清仓
MU
MICRON TECHNOLOGY INC
-$535.0K
0
-100%
减持
—
BLACKROCK INC
-$531.0K
8,987
-3%
增持
PEP
PEPSICO INC
+$519.0K
48,839
+6%
减持
IWS
ISHARES TR
-$515.0K
55,295
-6%
减持
DRIV
GLOBAL X FDS
-$467.0K
117,529
-10%
建仓
MRNA
MODERNA INC
+$455.0K
1,183
减持
FPE
FIRST TR EXCH TRADED FD III
-$453.0K
212,677
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$450.0K
12,069
+11%
增持
PFE
PFIZER INC
+$439.0K
44,017
+19%
减持
CI
CIGNA CORP NEW
-$435.0K
7,873
-7%
建仓
ISRG
INTUITIVE SURGICAL INC
+$420.0K
422
减持
WELL
WELLTOWER INC
-$396.0K
60,149
-7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$382.0K
55,311
+8%
增持
GOOG
ALPHABET INC
+$381.0K
801
+14%
增持
T
AT&T INC
+$379.0K
176,249
+16%
清仓
FCX
FREEPORT-MCMORAN INC
-$366.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$358.0K
3,479
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$356.0K
62,574
-14%
减持
PG
PROCTER AND GAMBLE CO
-$333.0K
66,122
-7%
增持
CVS
CVS HEALTH CORP
+$330.0K
72,354
+4%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$318.0K
417,124
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$305.0K
18,864
+19%
减持
ROKU
ROKU INC
-$299.0K
946
-27%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$296.0K
29,420
-4%
增持
QCOM
QUALCOMM INC
-$288.0K
85,139
+8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$275.0K
37,456
+9%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$273.0K
13,792
清仓
—
GENERAL ELECTRIC CO
-$261.0K
0
-100%
建仓
OGN
ORGANON & CO
+$254.0K
7,746
建仓
—
ENVIVA PARTNERS LP
+$248.0K
4,587
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$246.0K
217,569
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$244.0K
3,003
+3%
清仓
PFF
ISHARES TR
-$235.0K
0
-100%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$222.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$219.0K
0
-100%
清仓
NEM
NEWMONT CORP
-$210.0K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$207.0K
3,466
增持
VTI
VANGUARD INDEX FDS
+$207.0K
9,625
+11%
建仓
—
XILINX INC
+$206.0K
1,365
建仓
STLD
STEEL DYNAMICS INC
+$205.0K
3,498
增持
COST
COSTCO WHSL CORP NEW
+$204.0K
3,629
+1%
清仓
AMLP
ALPS ETF TR
-$203.0K
0
-100%
建仓
—
DRAFTKINGS INC
+$203.0K
4,215
清仓
VOO
VANGUARD INDEX FDS
-$202.0K
0
-100%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$197.0K
12,384
增持
—
TWITTER INC
-$178.0K
33,594
+5%
增持
DIS
DISNEY WALT CO
-$171.0K
40,154
+1%
增持
CVX
CHEVRON CORP NEW
+$168.0K
35,257
+8%
增持
TMUS
T-MOBILE US INC
-$161.0K
14,895
+4%
减持
IWF
ISHARES TR
-$158.0K
27,340
-3%
增持
GD
GENERAL DYNAMICS CORP
+$155.0K
9,422
+5%
增持
IJR
ISHARES TR
+$153.0K
14,810
+14%
建仓
—
PIMCO MUN INCOME FD III
+$139.0K
11,125
增持
TSLA
TESLA INC
+$127.0K
1,084
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$113.0K
42,497
+4%
增持
NTAP
NETAPP INC
+$111.0K
4,392
+27%
减持
MKC
MCCORMICK & CO INC
-$110.0K
7,820
-7%
增持
V
VISA INC
-$99.0K
13,400
+2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$95.0K
6,179
+29%
减持
BX
BLACKSTONE INC
+$95.0K
17,722
-12%
增持
VGT
VANGUARD WORLD FDS
+$87.0K
1,255
+20%
增持
—
KELLOGG CO
+$85.0K
5,714
+31%
增持
ALL
ALLSTATE CORP
+$84.0K
5,201
+17%
减持
DUK
DUKE ENERGY CORP NEW
-$81.0K
18,914
-3%
增持
BAC
BK OF AMERICA CORP
+$79.0K
19,020
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$73.0K
25,012
+6%
增持
AGG
ISHARES TR
+$70.0K
84,305
+1%
减持
INTU
INTUIT
+$70.0K
1,457
-0%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$63.0K
29,294
+5%
增持
NKE
NIKE INC
-$62.0K
13,884
+3%
增持
KRE
SPDR SER TR
+$61.0K
12,931
+4%
减持
—
CATALENT INC
+$54.0K
2,538
-3%
减持
FHN
FIRST HORIZON CORPORATION
-$53.0K
15,540
-12%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$52.0K
39,887
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$51.0K
9,034
+12%
减持
F
FORD MTR CO DEL
-$51.0K
27,372
-7%
增持
HCA
HCA HEALTHCARE INC
+$50.0K
1,262
+2%
增持
PII
POLARIS INC
+$43.0K
2,887
+31%
增持
NVS
NOVARTIS AG
+$43.0K
4,547
+26%
增持
—
ACCENTURE PLC IRELAND
+$43.0K
771
+12%
增持
CAT
CATERPILLAR INC
+$39.0K
2,237
+25%
增持
UBER
UBER TECHNOLOGIES INC
+$39.0K
30,235
+15%
增持
AMGN
AMGEN INC
+$36.0K
19,027
+16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$36.0K
4,179
-1%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$36.0K
4,740
-8%
减持
WM
WASTE MGMT INC DEL
-$35.0K
2,288
-15%
增持
NOC
NORTHROP GRUMMAN CORP
+$35.0K
5,804
+3%
增持
IP
INTERNATIONAL PAPER CO
+$33.0K
10,476
+16%
减持
DAL
DELTA AIR LINES INC DEL
-$32.0K
47,780
-0%
减持
VNQ
VANGUARD INDEX FDS
-$31.0K
23,492
-1%
增持
—
EXXON MOBIL CORP
-$31.0K
8,893
+1%
增持
EPS
WISDOMTREE TR
+$29.0K
20,391
+4%
减持
XBI
SPDR SER TR
-$28.0K
2,651
-1%
增持
HON
HONEYWELL INTL INC
-$27.0K
3,906
+0%
