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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 5
增持 66
减持 62
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$7.7M
92,865
-14%
清仓
AGG
ISHARES TR
-$6.6M
0
-100%
增持
SPYM
SPDR SER TR
+$6.4M
167,162
+1015%
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
HYG
ISHARES TR
-$4.5M
24,166
-71%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$4.4M
106,692
+1287%
增持
VNLA
JANUS DETROIT STR TR
+$4.4M
101,428
+829%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$4.2M
120,397
+1009%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$4.1M
100,288
+1005%
减持
MSFT
MICROSOFT CORP
-$3.6M
105,142
-4%
清仓
MMM
3M CO
-$3.5M
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$2.4M
62,487
+86%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.4M
11,372
-32%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.2M
108,780
+99%
增持
CVX
CHEVRON CORP NEW
+$2.1M
56,951
+36%
增持
IGSB
ISHARES TR
+$2.0M
54,534
+319%
减持
AAPL
APPLE INC
-$1.9M
286,490
-6%
减持
MRK
MERCK & CO INC
-$1.7M
73,146
-17%
减持
PG
PROCTER AND GAMBLE CO
-$1.7M
59,182
-7%
增持
MLPX
GLOBAL X FDS
+$1.7M
61,004
+291%
增持
FHN
FIRST HORIZON CORPORATION
+$1.7M
122,256
+141%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.7M
22,081
-81%
减持
AXP
AMERICAN EXPRESS CO
-$1.6M
32,616
-25%
增持
CVS
CVS HEALTH CORP
+$1.6M
97,374
+17%
减持
WELL
WELLTOWER INC
-$1.6M
43,134
-18%
减持
IWS
ISHARES TR
-$1.6M
30,812
-31%
减持
LQD
ISHARES TR
-$1.5M
19,087
-40%
减持
IWP
ISHARES TR
-$1.5M
44,918
-29%
增持
DIS
DISNEY WALT CO
+$1.5M
69,255
+30%
减持
KO
COCA COLA CO
-$1.5M
135,237
-6%
增持
LOW
LOWES COS INC
+$1.5M
20,402
+51%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
59,986
+94%
增持
INTC
INTEL CORP
-$1.4M
161,663
+9%
减持
AMGN
AMGEN INC
-$1.3M
8,437
-37%
增持
GOOGL
ALPHABET INC
-$1.3M
168,157
+2007%
增持
PRU
PRUDENTIAL FINL INC
+$1.2M
40,638
+74%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$1.2M
47,256
-53%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
13,848
-13%
减持
MCD
MCDONALDS CORP
-$1.1M
19,926
-14%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
139,257
+10%
增持
ORCL
ORACLE CORP
+$1.1M
62,763
+62%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
22,070
+23%
增持
STWD
STARWOOD PPTY TR INC
+$1.1M
227,042
+56%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.1M
56,091
-5%
增持
MAR
MARRIOTT INTL INC NEW
+$1.1M
26,732
+37%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
60,098
+66%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$1.0M
339,305
-25%
减持
DRIV
GLOBAL X FDS
-$946.0K
37,348
-53%
增持
QCOM
QUALCOMM INC
-$945.0K
94,107
+4%
增持
MET
METLIFE INC
+$885.0K
86,070
+24%
增持
LLY
LILLY ELI & CO
+$804.0K
17,590
+17%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$791.0K
185,713
-15%
建仓
GNRC
GENERAC HLDGS INC
+$788.0K
4,422
增持
DUK
DUKE ENERGY CORP NEW
+$744.0K
38,154
+46%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$732.0K
29,655
-38%
减持
IWD
ISHARES TR
-$720.0K
61,675
-2%
减持
—
BLACKROCK INC
-$709.0K
8,630
-4%
建仓
PSX
PHILLIPS 66
+$707.0K
8,765
减持
AMZN
AMAZON COM INC
+$699.0K
145,781
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$681.0K
10,029
+68%
增持
JPM
JPMORGAN CHASE & CO
-$679.0K
120,910
+2%
减持
IWF
ISHARES TR
-$677.0K
22,163
-9%
减持
T
AT&T INC
-$663.0K
107,411
-3%
增持
TGT
TARGET CORP
+$660.0K
11,645
+54%
增持
BA
BOEING CO
+$633.0K
16,914
+63%
减持
IP
INTERNATIONAL PAPER CO
-$613.0K
8,651
-59%
减持
BIIB
BIOGEN INC
-$576.0K
2,954
-56%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$522.0K
27,698
-14%
减持
PFE
PFIZER INC
-$463.0K
35,983
-7%
增持
NFLX
NETFLIX INC
+$421.0K
6,568
+2%
减持
CRM
SALESFORCE INC
-$405.0K
17,021
-2%
减持
V
VISA INC
-$338.0K
14,448
-2%
减持
SBUX
STARBUCKS CORP
-$337.0K
26,102
-21%
清仓
—
TWITTER INC
-$318.0K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$307.0K
21,416
-4%
增持
IEFA
ISHARES TR
-$300.0K
66,511
+3%
增持
NKE
NIKE INC
-$297.0K
17,519
+2%
清仓
MINT
PIMCO ETF TR
-$295.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
+$289.0K
25,919
-7%
清仓
SNAP
SNAP INC
-$271.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$257.0K
16,815
+5%
清仓
VLO
VALERO ENERGY CORP
-$254.0K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$245.0K
1,081
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$231.0K
4,855
清仓
—
CATALENT INC
-$229.0K
0
-100%
增持
ABBV
ABBVIE INC
+$221.0K
60,809
+17%
清仓
FDX
FEDEX CORP
-$214.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$209.0K
13,954
+18%
清仓
FITB
FIFTH THIRD BANCORP
-$207.0K
0
-100%
清仓
ICSH
ISHARES TR
-$205.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$204.0K
0
-100%
建仓
RPM
RPM INTL INC
+$204.0K
2,443
清仓
PMAY
INNOVATOR ETFS TR
-$202.0K
0
-100%
清仓
EVN
EATON VANCE MUNI INCOME TRUS
-$201.0K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$201.0K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$190.0K
0
-100%
增持
TSLA
TESLA INC
+$182.0K
4,834
+196%
减持
BABA
ALIBABA GROUP HLDG LTD
-$178.0K
3,619
-12%
减持
TMUS
T-MOBILE US INC
-$172.0K
15,166
-8%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$171.0K
1,150
-14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$169.0K
2,848
-4%
减持
VTI
VANGUARD INDEX FDS
-$167.0K
9,261
-5%
减持
IJR
ISHARES TR
-$165.0K
10,637
-10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$162.0K
53,627
+2%
减持
IVOL
KRANESHARES TR
-$161.0K
17,992
-19%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$157.0K
21,988
-2%
减持
PEP
PEPSICO INC
-$157.0K
29,645
-1%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$154.0K
34,028
-8%
增持
PM
PHILIP MORRIS INTL INC
-$154.0K
10,166
+1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$147.0K
34,188
+35%
增持
NVDA
NVIDIA CORPORATION
-$141.0K
42,562
+22%
增持
META
META PLATFORMS INC
+$133.0K
45,746
+21%
减持
VIGI
VANGUARD WHITEHALL FDS
-$126.0K
3,809
-28%
减持
BX
BLACKSTONE INC
-$125.0K
15,760
-0%
减持
IYH
ISHARES TR
-$121.0K
3,223
-7%
增持
CAT
CATERPILLAR INC
-$114.0K
14,619
+4%
增持
ALL
ALLSTATE CORP
+$110.0K
12,781
+9%
增持
MS
MORGAN STANLEY
+$106.0K
24,021
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$105.0K
20,805
-11%
增持
GOOG
ALPHABET INC
-$103.0K
18,360
+2050%
减持
FLTR
VANECK ETF TRUST
-$103.0K
20,662
-17%
减持
NOC
NORTHROP GRUMMAN CORP
-$99.0K
4,969
-2%
增持
ABT
ABBOTT LABS
-$95.0K
11,912
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$94.0K
14,318
+9%
增持
DOW
DOW INC
-$90.0K
15,314
+4%
减持
CI
CIGNA CORP NEW
+$88.0K
8,473
-1%
增持
RY
ROYAL BK CDA
+$85.0K
12,032
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$84.0K
7,755
-2%
减持
MU
MICRON TECHNOLOGY INC
-$81.0K
10,074
-5%
增持
—
HANESBRANDS INC
-$80.0K
100,535
+33%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$78.0K
2,801
-25%
增持
F
FORD MTR CO DEL
+$78.0K
132,408
+5%
增持
JNJ
JOHNSON & JOHNSON
-$72.0K
20,564
+6%
减持
GM
GENERAL MTRS CO
-$72.0K
47,086
-6%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$69.0K
3,763
+0%
减持
HON
HONEYWELL INTL INC
-$69.0K
3,390
-7%
增持
WMT
WALMART INC
+$66.0K
6,454
+2%
增持
DAL
DELTA AIR LINES INC DEL
+$65.0K
103,113
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
-$62.0K
9,595
-1%
增持
NTAP
NETAPP INC
+$60.0K
15,236
+13%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$58.0K
0
-100%
增持
CAG
CONAGRA BRANDS INC
+$56.0K
37,561
+10%
减持
HDV
ISHARES TR
-$56.0K
4,878
-2%
增持
DWM
WISDOMTREE TR
-$51.0K
10,433
+1%
增持
CTAS
CINTAS CORP
+$48.0K
1,560
+4%
增持
MPLX
MPLX LP
+$47.0K
40,468
+1%
增持
DGRE
WISDOMTREE TR
-$47.0K
17,104
+1%
减持
FLRN
SPDR SER TR
-$47.0K
13,651
-11%
增持
NSA
NATIONAL STORAGE AFFILIATES
-$46.0K
5,501
+0%
增持
C
CITIGROUP INC
-$46.0K
21,216
+5%
清仓
MDXG
MIMEDX GROUP INC
-$41.0K
0
-100%
