小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 13
增持 77
减持 46
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$10.5M
304,432
-1%
减持
MSFT
MICROSOFT CORP
+$5.7M
106,244
-0%
减持
QCOM
QUALCOMM INC
+$4.2M
82,783
-3%
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
NVDA
NVIDIA CORPORATION
+$4.0M
22,604
+79%
增持
ABBV
ABBVIE INC
+$2.4M
52,701
+20%
减持
IVV
ISHARES TR
+$2.3M
121,304
-6%
增持
CVS
CVS HEALTH CORP
+$2.1M
79,640
+10%
增持
DAL
DELTA AIR LINES INC DEL
+$1.9M
101,124
+112%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$1.8M
0
-100%
增持
CAT
CATERPILLAR INC
+$1.7M
10,492
+369%
增持
GOOGL
ALPHABET INC
+$1.7M
7,367
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$1.7M
8,834
-79%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
21,455
+52%
清仓
DE
DEERE & CO
-$1.6M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$1.5M
20,830
+127%
减持
BIIB
BIOGEN INC
-$1.5M
9,324
-30%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
17,263
-7%
增持
AMZN
AMAZON COM INC
+$1.3M
6,608
+5%
增持
SQ
BLOCK INC
+$1.3M
18,145
+162%
增持
LLY
LILLY ELI & CO
+$1.3M
10,307
+51%
减持
PG
PROCTER AND GAMBLE CO
+$1.2M
63,940
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
121,193
-12%
增持
KO
COCA COLA CO
+$1.2M
137,289
+4%
增持
CVX
CHEVRON CORP NEW
+$1.1M
39,864
+13%
增持
LOW
LOWES COS INC
+$1.1M
9,907
+36%
增持
MCD
MCDONALDS CORP
+$1.1M
24,662
+7%
减持
HYG
ISHARES TR
-$933.0K
118,300
-8%
增持
SNOW
SNOWFLAKE INC
+$925.0K
11,355
+18%
减持
FPE
FIRST TR EXCH TRADED FD III
-$906.0K
170,389
-20%
增持
MET
METLIFE INC
+$895.0K
55,774
+33%
增持
MMM
3M CO
+$880.0K
17,775
+37%
减持
T
AT&T INC
-$865.0K
158,352
-10%
减持
IWF
ISHARES TR
+$855.0K
27,313
-0%
增持
CAH
CARDINAL HEALTH INC
+$837.0K
20,717
+345%
增持
MAR
MARRIOTT INTL INC NEW
+$806.0K
21,385
+16%
建仓
RY
ROYAL BK CDA
+$786.0K
7,402
减持
PEP
PEPSICO INC
-$774.0K
37,831
-23%
增持
CSCO
CISCO SYS INC
+$759.0K
82,826
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$745.0K
13,874
+15%
减持
AXP
AMERICAN EXPRESS CO
-$725.0K
45,630
-7%
增持
PFE
PFIZER INC
+$711.0K
44,095
+0%
减持
MS
MORGAN STANLEY
-$651.0K
33,464
-17%
减持
—
BLACKROCK INC
+$636.0K
8,926
-1%
增持
DIS
DISNEY WALT CO
+$618.0K
47,847
+19%
增持
CI
CIGNA CORP NEW
+$611.0K
9,525
+21%
增持
GM
GENERAL MTRS CO
+$609.0K
60,323
+9%
减持
AMAT
APPLIED MATLS INC
+$606.0K
24,213
-3%
增持
STWD
STARWOOD PPTY TR INC
+$539.0K
106,494
+27%
建仓
CAG
CONAGRA BRANDS INC
+$516.0K
15,114
增持
—
TWITTER INC
-$515.0K
35,023
+4%
减持
LQD
ISHARES TR
-$506.0K
65,680
-5%
减持
AVGO
BROADCOM INC
+$497.0K
2,982
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$492.0K
23,288
+23%
增持
SNAP
SNAP INC
-$490.0K
30,172
+17%
建仓
—
HANESBRANDS INC
+$490.0K
29,297
增持
ISRG
INTUITIVE SURGICAL INC
+$474.0K
2,489
+490%
增持
ALL
ALLSTATE CORP
+$466.0K
9,589
+84%
减持
HD
HOME DEPOT INC
+$461.0K
6,344
-4%
清仓
MRNA
MODERNA INC
-$455.0K
0
-100%
建仓
IWB
ISHARES TR
+$413.0K
1,560
建仓
IWR
ISHARES TR
+$400.0K
4,816
减持
COST
COSTCO WHSL CORP NEW
+$398.0K
3,574
-2%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$398.0K
0
-100%
增持
AMGN
AMGEN INC
+$394.0K
19,737
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$374.0K
8,193
+8%
清仓
NVS
NOVARTIS AG
-$372.0K
0
-100%
清仓
—
KELLOGG CO
-$365.0K
0
-100%
增持
CRM
SALESFORCE COM INC
-$360.0K
21,193
+0%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$354.0K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$346.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$341.0K
23,547
+0%
增持
TSLA
TESLA INC
+$333.0K
1,111
+2%
增持
META
META PLATFORMS INC
+$325.0K
18,885
+6%
增持
BABA
ALIBABA GROUP HLDG LTD
+$299.0K
15,524
+49%
增持
PANW
PALO ALTO NETWORKS INC
+$297.0K
3,450
+2%
减持
—
ACTIVISION BLIZZARD INC
-$283.0K
20,158
-4%
增持
BX
BLACKSTONE INC
+$271.0K
18,030
+2%
减持
NKE
NIKE INC
+$264.0K
13,679
-1%
增持
GOOG
ALPHABET INC
+$258.0K
827
+3%
清仓
OGN
ORGANON & CO
-$254.0K
0
-100%
增持
ABT
ABBOTT LABS
+$250.0K
11,028
+0%
清仓
—
ENVIVA PARTNERS LP
-$248.0K
0
-100%
清仓
FLOT
ISHARES TR
-$244.0K
0
-100%
增持
TMUS
T-MOBILE US INC
+$243.0K
18,499
+24%
增持
VTI
VANGUARD INDEX FDS
+$243.0K
9,856
+2%
增持
JNJ
JOHNSON & JOHNSON
+$243.0K
19,931
+2%
建仓
MPLX
MPLX LP
+$242.0K
8,189
增持
GD
GENERAL DYNAMICS CORP
+$242.0K
10,022
+6%
减持
BAC
BK OF AMERICA CORP
-$238.0K
12,794
-33%
增持
AEP
AMERICAN ELEC PWR CO INC
+$237.0K
10,899
+21%
建仓
VOO
VANGUARD INDEX FDS
+$235.0K
538
建仓
QQQ
INVESCO QQQ TR
+$233.0K
585
增持
V
VISA INC
+$233.0K
14,848
+11%
减持
NSC
NORFOLK SOUTHN CORP
+$233.0K
4,045
-0%
建仓
RBLX
ROBLOX CORP
+$225.0K
2,185
减持
IWP
ISHARES TR
-$216.0K
72,762
-5%
建仓
NEE
NEXTERA ENERGY INC
+$216.0K
2,312
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$216.0K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$210.0K
3,422
建仓
NEM
NEWMONT CORP
+$206.0K
3,316
清仓
STLD
STEEL DYNAMICS INC
-$205.0K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$205.0K
833
清仓
—
DRAFTKINGS INC
-$203.0K
0
-100%
增持
IEFA
ISHARES TR
+$194.0K
62,706
+4%
增持
MUB
ISHARES TR
+$193.0K
7,904
+27%
增持
NOC
NORTHROP GRUMMAN CORP
+$188.0K
5,884
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$184.0K
57,373
+4%
增持
PII
POLARIS INC
+$182.0K
4,798
+66%
减持
F
FORD MTR CO DEL
+$180.0K
27,338
-0%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$171.0K
138,033
-3%
增持
NTAP
NETAPP INC
+$148.0K
5,895
+34%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$138.0K
5,464
+58%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$136.0K
37,319
-6%
减持
DUK
DUKE ENERGY CORP NEW
+$134.0K
18,877
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$131.0K
2,768
-8%
增持
IP
INTERNATIONAL PAPER CO
+$126.0K
15,147
+45%
增持
BA
BOEING CO
-$124.0K
9,478
+3%
减持
GE
GENERAL ELECTRIC CO
-$122.0K
2,496
-28%
增持
JPM
JPMORGAN CHASE & CO
-$122.0K
108,327
+3%
增持
INTC
INTEL CORP
+$116.0K
130,849
+5%
增持
CTAS
CINTAS CORP
+$112.0K
1,783
+0%
增持
EPS
WISDOMTREE TR
+$109.0K
20,796
+2%
增持
PRU
PRUDENTIAL FINL INC
+$107.0K
20,804
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$106.0K
4,172
-0%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$105.0K
222,234
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$102.0K
29,876
-1%
增持
DLN
WISDOMTREE TR
+$99.0K
13,296
+104%
增持
IYH
ISHARES TR
+$95.0K
3,275
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$93.0K
2,251
+10%
减持
ROKU
ROKU INC
-$84.0K
927
-2%
减持
FLTR
VANECK ETF TRUST
-$79.0K
24,926
-11%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$78.0K
25,108
-17%
增持
WMT
WALMART INC
+$77.0K
6,762
+5%
减持
ICSH
ISHARES TR
-$75.0K
4,082
-27%
增持
—
MEDTRONIC PLC
-$74.0K
3,894
+2%
增持
—
EXXON MOBIL CORP
+$70.0K
9,686
+9%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$69.0K
9,375
-32%
增持
SO
SOUTHERN CO
+$64.0K
8,554
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$63.0K
1,877
+16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.0K
3,200
+1%
减持
—
ACCENTURE PLC IRELAND
+$62.0K
745
-3%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$60.0K
396,191
-5%
减持
VGT
VANGUARD WORLD FDS
+$60.0K
1,231
-2%
增持
ORCL
ORACLE CORP
+$59.0K
28,504
+2%
增持
TGT
TARGET CORP
+$59.0K
5,442
+4%
减持
HDV
ISHARES TR
+$55.0K
10,615
-2%
减持
IJR
ISHARES TR
-$53.0K
13,654
-8%
增持
IHDG
WISDOMTREE TR
+$51.0K
16,530
+1%
增持
VO
VANGUARD INDEX FDS
+$49.0K
2,393
+1%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$44.0K
58,895
-6%
