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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 44
增持 77
减持 20
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$5.5M
101,059
+9%
增持
AMZN
AMAZON COM INC
-$4.1M
147,584
+1%
增持
JPM
JPMORGAN CHASE & CO
+$4.0M
123,943
+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。
建仓
AGG
ISHARES TR
+$3.6M
37,517
建仓
IVE
ISHARES TR
+$3.4M
23,747
增持
IEFA
ISHARES TR
+$3.3M
110,960
+67%
建仓
IUSB
ISHARES TR
+$3.1M
68,056
建仓
GOVT
ISHARES TR
+$3.0M
130,960
增持
VO
VANGUARD INDEX FDS
+$3.0M
16,781
+609%
增持
CVX
CHEVRON CORP NEW
+$2.6M
59,975
+5%
增持
IJR
ISHARES TR
+$2.6M
36,951
+247%
减持
AAPL
APPLE INC
-$2.5M
285,178
-0%
增持
ABBV
ABBVIE INC
+$2.4M
65,255
+7%
减持
IWD
ISHARES TR
-$2.2M
40,882
-34%
减持
MRK
MERCK & CO INC
+$1.7M
71,902
-2%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
60,094
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
23,357
+6%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
45,566
+7%
建仓
ISTB
ISHARES TR
+$1.5M
31,770
增持
KO
COCA COLA CO
+$1.5M
142,158
+5%
建仓
EFG
ISHARES TR
+$1.5M
17,496
增持
—
BLACKROCK INC
+$1.5M
8,760
+2%
增持
BA
BOEING CO
+$1.4M
18,338
+8%
增持
ORCL
ORACLE CORP
+$1.4M
63,585
+1%
增持
CAT
CATERPILLAR INC
+$1.3M
15,501
+6%
清仓
SQ
BLOCK INC
-$1.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.3M
107,460
+2%
增持
MET
METLIFE INC
+$1.3M
89,833
+4%
增持
SPYM
SPDR SER TR
+$1.3M
184,136
+10%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$1.2M
75,363
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
57,295
+2%
增持
GOOGL
ALPHABET INC
-$1.1M
169,557
+1%
建仓
CASH
PATHWARD FINANCIAL INC
+$1.1M
25,917
增持
USB
US BANCORP DEL
+$1.1M
30,214
+493%
增持
LLY
LILLY ELI & CO
+$1.1M
18,440
+5%
建仓
EFV
ISHARES TR
+$989.9K
21,577
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$967.7K
20,403
增持
CAH
CARDINAL HEALTH INC
+$956.0K
66,645
+7%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$936.4K
15,753
增持
ISRG
INTUITIVE SURGICAL INC
+$889.5K
10,437
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$864.3K
42,852
+12%
建仓
AOK
ISHARES TR
+$812.4K
24,172
建仓
VTV
VANGUARD INDEX FDS
+$798.2K
5,687
建仓
BSV
VANGUARD BD INDEX FDS
+$797.4K
10,593
增持
MCD
MCDONALDS CORP
+$796.8K
20,471
+3%
清仓
GNRC
GENERAC HLDGS INC
-$788.0K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$783.5K
14,463
+9%
增持
CSCO
CISCO SYS INC
+$781.1K
81,825
+5%
减持
META
META PLATFORMS INC
-$775.3K
45,136
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$756.5K
19,551
+16%
建仓
VUG
VANGUARD INDEX FDS
+$731.3K
3,432
减持
TSLA
TESLA INC
-$713.6K
4,614
-5%
增持
PRU
PRUDENTIAL FINL INC
+$709.0K
42,178
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$653.5K
17,065
+19%
增持
T
AT&T INC
+$649.8K
124,812
+16%
增持
NKE
NIKE INC
+$643.9K
17,946
+2%
增持
IWF
ISHARES TR
+$633.7K
24,723
+12%
建仓
BIV
VANGUARD BD INDEX FDS
+$627.4K
8,441
增持
PSX
PHILLIPS 66
+$606.6K
12,621
+44%
建仓
RODM
LATTICE STRATEGIES TR
+$581.3K
23,447
建仓
PHDG
INVESCO ACTIVELY MANAGED ETF
+$580.3K
17,976
增持
LOW
LOWES COS INC
+$578.8K
22,138
+9%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$571.0K
11,491
建仓
MUNI
PIMCO ETF TR
+$570.0K
11,094
增持
CAG
CONAGRA BRANDS INC
+$564.7K
46,273
+23%
减持
LQD
ISHARES TR
-$562.5K
13,208
-31%
建仓
IEMG
ISHARES INC
+$561.5K
12,023
建仓
TIP
ISHARES TR
+$556.1K
5,225
增持
—
EXXON MOBIL CORP
+$539.5K
15,934
+14%
增持
ABT
ABBOTT LABS
+$507.4K
15,123
+27%
增持
JNJ
JOHNSON & JOHNSON
+$506.1K
21,880
+6%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$500.1K
131,332
+9%
建仓
HOMB
HOME BANCSHARES INC
+$494.5K
21,700
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$493.3K
10,406
增持
MUB
ISHARES TR
+$471.1K
13,420
+46%
减持
PYPL
PAYPAL HLDGS INC
-$469.7K
24,730
-5%
增持
STWD
STARWOOD PPTY TR INC
+$459.5K
250,766
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$458.7K
64,814
+8%
增持
ALL
ALLSTATE CORP
+$458.4K
15,121
+18%
增持
TGT
TARGET CORP
+$447.4K
14,596
+25%
增持
AEP
AMERICAN ELEC PWR CO INC
+$442.0K
18,094
+23%
建仓
XLB
SELECT SECTOR SPDR TR
+$437.2K
5,628
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$435.9K
112,652
+6%
增持
MAR
MARRIOTT INTL INC NEW
+$420.0K
27,980
+5%
增持
DIS
DISNEY WALT CO
-$419.0K
70,373
+2%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$413.4K
10,605
建仓
VB
VANGUARD INDEX FDS
+$410.6K
2,237
减持
PEP
PEPSICO INC
+$405.0K
29,033
-2%
减持
DAL
DELTA AIR LINES INC DEL
+$398.0K
100,153
-3%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$394.7K
28,597
-39%
增持
AMAT
APPLIED MATLS INC
+$388.7K
20,022
+5%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$378.4K
106,550
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$375.6K
143,746
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$373.5K
7,913
+2%
增持
MLPX
GLOBAL X FDS
+$371.8K
65,207
+7%
建仓
SCHB
SCHWAB STRATEGIC TR
+$368.3K
8,220
减持
CI
CIGNA CORP NEW
+$368.3K
8,207
-3%
增持
RY
ROYAL BK CDA SUSTAINABL
+$359.3K
15,340
+27%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$355.4K
4,742
建仓
IWM
ISHARES TR
+$352.5K
2,022
增持
INTC
INTEL CORP
+$347.5K
170,771
+6%
增持
PII
POLARIS INC
+$337.2K
11,170
+35%
建仓
KHC
KRAFT HEINZ CO
+$319.1K
7,839
减持
AXP
AMERICAN EXPRESS CO
+$317.3K
31,928
-2%
建仓
—
AON PLC
+$308.8K
1,029
建仓
VV
VANGUARD INDEX FDS
+$308.3K
1,770
增持
AMD
ADVANCED MICRO DEVICES INC
+$304.8K
63,498
+6%
建仓
IAGG
ISHARES TR
+$297.4K
6,254
清仓
BABA
ALIBABA GROUP HLDG LTD
-$289.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$288.9K
31,381
+13%
建仓
SCHF
SCHWAB STRATEGIC TR
+$287.2K
8,918
增持
CVS
CVS HEALTH CORP
+$283.2K
102,696
+5%
清仓
D
DOMINION ENERGY INC
-$282.0K
0
-100%
减持
CRM
SALESFORCE INC
-$275.2K
16,387
-4%
清仓
IP
INTERNATIONAL PAPER CO
-$274.0K
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$268.7K
9,616
+0%
减持
NFLX
NETFLIX INC
+$267.8K
6,151
-6%
减持
SBUX
STARBUCKS CORP
+$256.9K
24,757
-5%
增持
QCOM
QUALCOMM INC
-$256.3K
94,376
+0%
减持
HD
HOME DEPOT INC
-$250.1K
4,704
-25%
建仓
INFL
LISTED FD TR
+$248.7K
7,900
减持
NOC
NORTHROP GRUMMAN CORP
+$242.2K
4,727
-5%
增持
NTAP
NETAPP INC
+$237.2K
19,634
+29%
清仓
NSA
NATIONAL STORAGE AFFILIATES
-$229.0K
0
-100%
增持
IWB
ISHARES TR
+$224.8K
2,531
+62%
建仓
ACWI
ISHARES TR
+$224.0K
2,639
减持
PFE
PFIZER INC
+$221.8K
35,067
-3%
增持
SRLN
SSGA ACTIVE ETF TR
+$220.2K
114,089
+5%
建仓
VOE
VANGUARD INDEX FDS
+$217.6K
1,609
建仓
VOO
VANGUARD INDEX FDS
+$213.6K
608
建仓
RWR
SPDR SER TR
+$209.9K
2,409
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$208.0K
0
-100%
增持
BBY
BEST BUY INC
+$206.1K
11,446
+2%
增持
YUM
YUM BRANDS INC
+$205.5K
7,843
+4%
建仓
STLD
STEEL DYNAMICS INC
+$205.2K
2,100
清仓
WFC
WELLS FARGO CO NEW
-$204.0K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$202.9K
54,985
+3%
建仓
FITB
FIFTH THIRD BANCORP
+$202.4K
6,168
增持
PM
PHILIP MORRIS INTL INC
+$202.2K
10,337
+2%
建仓
PJUL
INNOVATOR ETFS TR
+$201.5K
6,674
建仓
NEE
NEXTERA ENERGY INC
+$200.4K
2,397
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$200.0K
0
-100%
减持
DRIV
GLOBAL X FDS
-$187.3K
28,368
-24%
增持
MS
MORGAN STANLEY
+$183.2K
24,479
+2%
增持
MPLX
MPLX LP
+$181.9K
42,506
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$172.5K
6,088
+22%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$170.3K
2,931
+3%
减持
FHN
FIRST HORIZON CORPORATION
-$168.8K
107,396
-12%
增持
IJH
ISHARES TR
+$166.4K
1,569
+62%
增持
IGSB
ISHARES TR
+$165.4K
57,254
+5%
