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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 13
增持 67
减持 57
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$11.5M
303,246
+0%
减持
IVV
ISHARES TR
-$9.3M
108,135
-2%
增持
AMZN
AMAZON COM INC
-$6.9M
148,519
+2032%
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
MSFT
MICROSOFT CORP
-$5.3M
109,202
+1%
增持
GOOGL
ALPHABET INC
-$3.8M
7,981
+5%
增持
NVDA
NVIDIA CORPORATION
-$3.4M
35,018
+10%
减持
HYG
ISHARES TR
-$2.8M
84,749
-23%
减持
AXP
AMERICAN EXPRESS CO
-$2.5M
43,290
-4%
清仓
SNOW
SNOWFLAKE INC
-$2.3M
0
-100%
建仓
SRLN
SSGA ACTIVE ETF TR
+$2.3M
54,761
增持
JPM
JPMORGAN CHASE & CO
-$2.2M
118,228
+4%
减持
IWF
ISHARES TR
-$2.1M
24,416
-9%
增持
DIS
DISNEY WALT CO
-$2.1M
53,380
+3%
增持
QCOM
QUALCOMM INC
-$2.0M
90,626
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.9M
16,741
-7%
减持
NFLX
NETFLIX INC
-$1.9M
6,436
-21%
减持
IWP
ISHARES TR
-$1.7M
63,362
-5%
减持
CSCO
CISCO SYS INC
-$1.5M
73,117
-12%
减持
LQD
ISHARES TR
-$1.4M
31,606
-22%
减持
—
BLACKROCK INC
-$1.4M
8,961
-0%
减持
AVGO
BROADCOM INC
-$1.3M
591
-77%
增持
INTC
INTEL CORP
-$1.2M
147,650
+8%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.2M
4,111
-73%
减持
CRM
SALESFORCE INC
-$1.2M
17,285
-9%
减持
DAL
DELTA AIR LINES INC DEL
-$1.1M
97,602
-2%
增持
LLY
LILLY ELI & CO
+$1.1M
15,062
+15%
减持
IWS
ISHARES TR
-$1.1M
44,465
-5%
增持
ORCL
ORACLE CORP
+$1.1M
38,725
+95%
减持
DRIV
GLOBAL X FDS
-$1.0M
79,059
-20%
减持
AMAT
APPLIED MATLS INC
-$938.0K
17,422
-9%
减持
WELL
WELLTOWER INC
-$919.0K
52,676
-4%
增持
SQ
BLOCK INC
-$892.0K
21,563
+32%
减持
CVX
CHEVRON CORP NEW
-$858.0K
41,997
-1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$839.0K
449,667
+1%
增持
IWD
ISHARES TR
-$808.0K
62,820
+5%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$742.0K
99,994
-17%
增持
MAR
MARRIOTT INTL INC NEW
-$736.0K
19,580
+1%
减持
ABBV
ABBVIE INC
-$719.0K
51,842
-3%
减持
PANW
PALO ALTO NETWORKS INC
-$708.0K
892
-52%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$692.0K
52,746
+29%
减持
AMGN
AMGEN INC
-$690.0K
13,319
-18%
减持
—
TWITTER INC
-$668.0K
8,512
-67%
建仓
SPYM
SPDR SER TR
+$664.0K
14,986
增持
IEFA
ISHARES TR
-$652.0K
64,620
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$651.0K
118,108
-16%
减持
MRK
MERCK & CO INC
+$647.0K
87,932
-2%
减持
AGG
ISHARES TR
-$610.0K
65,355
-4%
减持
BX
BLACKSTONE INC
-$592.0K
15,829
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$586.0K
10,600
减持
SNAP
SNAP INC
-$574.0K
20,642
-12%
增持
GM
GENERAL MTRS CO
-$570.0K
49,833
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$546.0K
30,927
+62%
减持
HDV
ISHARES TR
-$543.0K
4,987
-49%
减持
T
AT&T INC
-$541.0K
110,269
-9%
清仓
UBER
UBER TECHNOLOGIES INC
-$535.0K
0
-100%
建仓
VNLA
JANUS DETROIT STR TR
+$531.0K
10,913
减持
MCD
MCDONALDS CORP
-$525.0K
23,246
-8%
增持
GOOG
ALPHABET INC
-$492.0K
854
+1%
增持
PG
PROCTER AND GAMBLE CO
-$484.0K
63,840
+1%
增持
CAT
CATERPILLAR INC
-$475.0K
14,058
+5%
减持
VNQ
VANGUARD INDEX FDS
-$471.0K
22,215
-3%
减持
PEP
PEPSICO INC
-$469.0K
29,983
-8%
增持
FHN
FIRST HORIZON CORPORATION
+$469.0K
50,774
+86%
增持
CVS
CVS HEALTH CORP
-$465.0K
83,210
+3%
减持
MS
MORGAN STANLEY
-$464.0K
23,564
-9%
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$437.0K
9,076
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$425.0K
10,860
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$419.0K
217,583
+10%
减持
—
ACTIVISION BLIZZARD INC
-$393.0K
7,427
-39%
增持
AMD
ADVANCED MICRO DEVICES INC
-$377.0K
36,287
+26%
增持
BA
BOEING CO
-$371.0K
10,353
+11%
清仓
COIN
COINBASE GLOBAL INC
-$361.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$359.0K
9,699
+1%
增持
META
META PLATFORMS INC
+$358.0K
37,666
+47%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$346.0K
7,695
增持
KO
COCA COLA CO
+$341.0K
143,790
+2%
增持
PYPL
PAYPAL HLDGS INC
-$334.0K
27,802
+41%
增持
V
VISA INC
-$319.0K
14,754
+1%
增持
PM
PHILIP MORRIS INTL INC
+$316.0K
10,104
+39%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$304.0K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
-$301.0K
23,414
+9%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$301.0K
47,856
-10%
增持
PFF
ISHARES TR
+$299.0K
32,551
+54%
减持
IJR
ISHARES TR
-$293.0K
11,820
-8%
增持
C
CITIGROUP INC
+$289.0K
20,211
+68%
增持
MLPX
GLOBAL X FDS
+$286.0K
15,610
+116%
清仓
SPBO
SPDR SER TR
-$284.0K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$280.0K
1,330
+192%
建仓
WYNN
WYNN RESORTS LTD
+$279.0K
4,888
减持
NSC
NORFOLK SOUTHN CORP
-$272.0K
3,879
-4%
清仓
NEM
NEWMONT CORP
-$263.0K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$258.0K
945
增持
—
WALGREENS BOOTS ALLIANCE INC
+$256.0K
22,337
+69%
减持
MKC
MCCORMICK & CO INC
-$253.0K
6,330
-19%
增持
CAH
CARDINAL HEALTH INC
+$242.0K
33,680
+26%
减持
WMT
WALMART INC
-$233.0K
6,338
-6%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$231.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$226.0K
126,431
+4%
清仓
GE
GENERAL ELECTRIC CO
-$224.0K
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$218.0K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$217.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$215.0K
3,871
+8%
增持
MPLX
MPLX LP
+$214.0K
40,018
+39%
建仓
FDX
FEDEX CORP
+$214.0K
943
减持
UNH
UNITEDHEALTH GROUP INC
-$212.0K
15,902
-3%
清仓
RBLX
ROBLOX CORP
-$212.0K
0
-100%
清仓
XBI
SPDR SER TR
-$211.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$207.0K
26,162
+12%
清仓
SUSA
ISHARES TR
-$203.0K
0
-100%
建仓
PMAY
INNOVATOR ETFS TR
+$202.0K
7,390
增持
—
EXXON MOBIL CORP
+$197.0K
11,778
+20%
增持
MET
METLIFE INC
-$194.0K
69,216
+7%
减持
BIIB
BIOGEN INC
-$194.0K
6,695
-10%
增持
CAG
CONAGRA BRANDS INC
+$193.0K
34,175
+17%
建仓
WBD
WARNER BROS DISCOVERY INC
+$190.0K
14,152
减持
XLF
SELECT SECTOR SPDR TR
-$177.0K
23,430
-2%
增持
BBY
BEST BUY INC
+$173.0K
10,946
+84%
减持
INTU
INTUIT
-$168.0K
1,257
-7%
增持
ISRG
INTUITIVE SURGICAL INC
-$165.0K
5,975
+32%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$160.0K
32,345
+1%
增持
MMM
3M CO
+$156.0K
26,926
+20%
减持
TXN
TEXAS INSTRS INC
-$155.0K
5,117
-0%
减持
NOC
NORTHROP GRUMMAN CORP
-$154.0K
5,090
-12%
减持
KRE
SPDR SER TR
-$150.0K
12,156
-2%
增持
STWD
STARWOOD PPTY TR INC
-$146.0K
145,649
+10%
减持
TMUS
T-MOBILE US INC
-$138.0K
16,406
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$136.0K
15,973
-13%
增持
PII
POLARIS INC
+$135.0K
7,626
+29%
增持
NKE
NIKE INC
-$130.0K
17,150
+23%
建仓
—
PIMCO MUN INCOME FD III
+$128.0K
13,872
减持
VGT
VANGUARD WORLD FDS
-$127.0K
1,194
-4%
增持
DOW
DOW INC
+$127.0K
14,787
+48%
增持
TSLA
TESLA INC
-$121.0K
1,633
+44%
增持
BAC
BK OF AMERICA CORP
-$119.0K
11,845
+0%
增持
IGSB
ISHARES TR
+$118.0K
13,010
+25%
减持
IYH
ISHARES TR
-$117.0K
3,482
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$115.0K
7,894
+37%
增持
SBUX
STARBUCKS CORP
-$113.0K
33,204
+14%
增持
HD
HOME DEPOT INC
-$109.0K
6,413
+3%
增持
TGT
TARGET CORP
-$107.0K
7,564
+37%
增持
VO
VANGUARD INDEX FDS
-$97.0K
2,370
+0%
减持
JNJ
JOHNSON & JOHNSON
-$95.0K
19,326
-3%
增持
GD
GENERAL DYNAMICS CORP
-$94.0K
12,795
+6%
减持
IWR
ISHARES TR
-$89.0K
4,438
-8%
减持
—
MEDTRONIC PLC
-$86.0K
3,889
-1%
增持
DLN
WISDOMTREE TR
-$84.0K
13,426
+1%
增持
IHDG
WISDOMTREE TR
-$83.0K
17,023
+2%
减持
HON
HONEYWELL INTL INC
-$82.0K
3,652
-1%
减持
CTAS
CINTAS CORP
-$79.0K
1,494
-0%
增持
ADI
ANALOG DEVICES INC
-$69.0K
3,582
+0%
