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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 12
增持 64
减持 65
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
IWD
ISHARES TR
+$9.9M
59,735
减持
IVV
ISHARES TR
-$7.6M
110,830
-9%
减持
LQD
ISHARES TR
-$3.8M
40,367
-39%
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。
减持
AGG
ISHARES TR
-$2.4M
67,742
-20%
增持
MSFT
MICROSOFT CORP
-$2.4M
108,045
+2%
增持
CVX
CHEVRON CORP NEW
+$2.3M
42,611
+7%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
31,947
+41%
减持
IWP
ISHARES TR
-$1.7M
66,650
-8%
减持
PYPL
PAYPAL HLDGS INC
-$1.7M
19,676
-6%
增持
JPM
JPMORGAN CHASE & CO
-$1.6M
113,981
+5%
增持
QCOM
QUALCOMM INC
-$1.6M
88,524
+7%
增持
ABBV
ABBVIE INC
+$1.5M
53,417
+1%
减持
SNOW
SNOWFLAKE INC
-$1.5M
10,146
-11%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.5M
18,059
-9%
减持
GM
GENERAL MTRS CO
-$1.4M
49,227
-18%
减持
CRM
SALESFORCE COM INC
-$1.3M
19,019
-10%
增持
—
BLACKROCK INC
-$1.3M
8,974
+1%
减持
SBUX
STARBUCKS CORP
-$1.3M
29,117
-14%
减持
HYG
ISHARES TR
-$1.3M
109,410
-8%
减持
AMAT
APPLIED MATLS INC
-$1.3M
19,143
-21%
减持
AAPL
APPLE INC
-$1.1M
303,152
-0%
减持
PEP
PEPSICO INC
-$1.1M
32,657
-14%
增持
MET
METLIFE INC
+$1.1M
64,593
+16%
减持
T
AT&T INC
-$1.0M
120,692
-24%
减持
MS
MORGAN STANLEY
-$1.0M
25,809
-23%
减持
AXP
AMERICAN EXPRESS CO
+$990.0K
45,214
-1%
增持
LLY
LILLY ELI & CO
+$909.0K
13,116
+27%
减持
IWF
ISHARES TR
-$869.0K
26,936
-1%
减持
ORCL
ORACLE CORP
-$842.0K
19,868
-30%
增持
GD
GENERAL DYNAMICS CORP
+$836.0K
12,127
+21%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$824.0K
19,038
+248%
增持
CAT
CATERPILLAR INC
+$819.0K
13,409
+28%
减持
PG
PROCTER AND GAMBLE CO
-$795.0K
63,249
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$793.0K
5,781
+39%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$793.0K
57,848
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$776.0K
141,214
-17%
减持
PANW
PALO ALTO NETWORKS INC
-$772.0K
1,845
-47%
建仓
PFF
ISHARES TR
+$771.0K
21,158
增持
F
FORD MTR CO DEL
+$771.0K
79,170
+190%
减持
HD
HOME DEPOT INC
-$765.0K
6,241
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$722.0K
18,389
-21%
减持
UBER
UBER TECHNOLOGIES INC
-$718.0K
14,982
-50%
减持
SQ
BLOCK INC
-$714.0K
16,347
-10%
增持
MPLX
MPLX LP
+$711.0K
28,720
+251%
增持
UPS
UNITED PARCEL SERVICE INC
+$696.0K
11,433
+40%
建仓
PM
PHILIP MORRIS INTL INC
+$682.0K
7,258
增持
AMZN
AMAZON COM INC
+$679.0K
6,967
+5%
减持
BIIB
BIOGEN INC
-$678.0K
7,402
-21%
减持
IWS
ISHARES TR
-$677.0K
47,007
-9%
建仓
C
CITIGROUP INC
+$641.0K
11,996
增持
META
META PLATFORMS INC
-$636.0K
25,704
+36%
建仓
DOW
DOW INC
+$636.0K
9,980
减持
CSCO
CISCO SYS INC
-$632.0K
82,804
-0%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$625.0K
198,359
-11%
增持
DUK
DUKE ENERGY CORP NEW
+$618.0K
23,270
+23%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$617.0K
121,164
-12%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$616.0K
31,924
+16%
增持
MRK
MERCK & CO INC
+$603.0K
89,827
+2%
增持
STWD
STARWOOD PPTY TR INC
+$601.0K
131,934
+24%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$591.0K
13,207
增持
KO
COCA COLA CO
+$576.0K
140,407
+2%
减持
SNAP
SNAP INC
-$574.0K
23,490
-22%
建仓
BBY
BEST BUY INC
+$541.0K
5,949
减持
DRIV
GLOBAL X FDS
-$533.0K
98,319
-7%
减持
PFE
PFIZER INC
-$532.0K
40,027
-9%
减持
—
TWITTER INC
-$528.0K
25,483
-27%
增持
SPG
SIMON PPTY GROUP INC NEW
+$517.0K
6,667
+196%
减持
AMGN
AMGEN INC
-$509.0K
16,258
-18%
增持
ISRG
INTUITIVE SURGICAL INC
+$470.0K
4,523
+82%
增持
CAG
CONAGRA BRANDS INC
+$461.0K
29,103
+93%
清仓
BOTZ
GLOBAL X FDS
-$452.0K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$451.0K
26,764
+29%
增持
NKE
NIKE INC
-$397.0K
13,992
+2%
增持
FHN
FIRST HORIZON CORPORATION
+$387.0K
27,269
+75%
减持
—
ACTIVISION BLIZZARD INC
-$370.0K
12,119
-40%
建仓
COIN
COINBASE GLOBAL INC
+$361.0K
1,901
减持
AVGO
BROADCOM INC
-$358.0K
2,583
-13%
增持
ALL
ALLSTATE CORP
+$357.0K
10,720
+12%
增持
MCD
MCDONALDS CORP
-$347.0K
25,330
+3%
减持
NOC
NORTHROP GRUMMAN CORP
+$312.0K
5,791
-2%
建仓
MLPX
GLOBAL X FDS
+$309.0K
7,236
增持
—
HANESBRANDS INC
+$308.0K
53,579
+83%
减持
BX
BLACKSTONE INC
-$297.0K
16,039
-11%
增持
NTAP
NETAPP INC
+$296.0K
10,092
+71%
增持
DIS
DISNEY WALT CO
-$290.0K
51,919
+9%
减持
IGSB
ISHARES TR
-$289.0K
10,433
-32%
增持
PRU
PRUDENTIAL FINL INC
+$289.0K
21,505
+3%
清仓
—
XILINX INC
-$289.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$289.0K
16,432
-5%
减持
WELL
WELLTOWER INC
+$287.0K
54,679
-6%
减持
INTU
INTUIT
-$285.0K
1,357
-7%
增持
AEP
AMERICAN ELEC PWR CO INC
+$271.0K
12,440
+14%
减持
ABT
ABBOTT LABS
-$259.0K
10,925
-1%
建仓
VLO
VALERO ENERGY CORP
+$243.0K
2,390
减持
VNQ
VANGUARD INDEX FDS
-$237.0K
23,019
-2%
清仓
VOO
VANGUARD INDEX FDS
-$235.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$233.0K
0
-100%
增持
IEFA
ISHARES TR
-$225.0K
64,089
+2%
增持
—
EXXON MOBIL CORP
+$219.0K
9,831
+1%
建仓
MOH
MOLINA HEALTHCARE INC
+$217.0K
650
清仓
NEE
NEXTERA ENERGY INC
-$216.0K
0
-100%
清仓
ROKU
ROKU INC
-$212.0K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$207.0K
455
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$205.0K
0
-100%
减持
TMUS
T-MOBILE US INC
+$199.0K
18,272
-1%
减持
VTI
VANGUARD INDEX FDS
-$192.0K
9,611
-2%
减持
SPBO
SPDR SER TR
-$188.0K
8,883
-34%
减持
IJR
ISHARES TR
-$179.0K
12,842
-6%
清仓
—
PIMCO MUN INCOME FD III
-$177.0K
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$175.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$173.0K
2,834
+2%
增持
MMM
3M CO
+$171.0K
22,356
+26%
增持
LOW
LOWES COS INC
-$171.0K
11,820
+19%
减持
BABA
ALIBABA GROUP HLDG LTD
-$169.0K
15,395
-1%
增持
RY
ROYAL BK CDA
+$156.0K
8,540
+15%
减持
CTAS
CINTAS CORP
-$153.0K
1,498
-16%
增持
CI
CIGNA CORP NEW
+$143.0K
9,723
+2%
减持
MAR
MARRIOTT INTL INC NEW
-$135.0K
19,340
-10%
减持
BA
BOEING CO
-$122.0K
9,324
-2%
增持
IP
INTERNATIONAL PAPER CO
+$117.0K
17,973
+19%
减持
JNJ
JOHNSON & JOHNSON
+$116.0K
19,894
-0%
增持
GOOGL
ALPHABET INC
-$109.0K
7,634
+4%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$108.0K
53,033
-10%
增持
VZ
VERIZON COMMUNICATIONS INC
-$107.0K
121,510
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$103.0K
8,271
-6%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$100.0K
9,425
+1%
增持
PII
POLARIS INC
+$95.0K
5,910
+23%
减持
XBI
SPDR SER TR
-$84.0K
2,346
-11%
增持
TGT
TARGET CORP
-$84.0K
5,537
+2%
减持
HON
HONEYWELL INTL INC
-$82.0K
3,684
-4%
减持
BAC
BK OF AMERICA CORP
-$81.0K
11,827
-8%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$79.0K
443,510
+12%
减持
—
CATALENT INC
-$71.0K
2,293
-10%
增持
IYH
ISHARES TR
+$69.0K
3,646
+11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$65.0K
28,825
+34%
减持
—
ACCENTURE PLC IRELAND
-$62.0K
733
-2%
增持
NFLX
NETFLIX INC
-$60.0K
8,141
+58%
增持
VGT
VANGUARD WORLD FDS
-$47.0K
1,242
+1%
增持
TSLA
TESLA INC
+$47.0K
1,133
+2%
减持
VO
VANGUARD INDEX FDS
-$46.0K
2,369
-1%
增持
COST
COSTCO WHSL CORP NEW
+$42.0K
3,597
+1%
增持
SO
SOUTHERN CO
+$41.0K
8,654
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$41.0K
7,925
+13%
增持
CVS
CVS HEALTH CORP
-$41.0K
80,777
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$37.0K
1,699
-9%
增持
ADI
ANALOG DEVICES INC
-$37.0K
3,581
+0%
增持
IHDG
WISDOMTREE TR
-$36.0K
16,757
+1%
增持
EPS
WISDOMTREE TR
-$35.0K
20,932
+1%
增持
GOOG
ALPHABET INC
-$33.0K
845
+2%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$32.0K
37,030
-1%
