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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 20
增持 75
减持 33
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$9.1M
116,687
+15%
减持
AAPL
APPLE INC
+$8.5M
276,422
-3%
增持
META
META PLATFORMS INC
+$5.6M
51,867
+15%
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
+$5.6M
108,665
+1%
增持
VO
VANGUARD INDEX FDS
+$5.0M
40,008
+138%
增持
IEFA
ISHARES TR
+$4.5M
168,898
+52%
减持
NVDA
NVIDIA CORPORATION
+$4.4M
39,822
-13%
增持
AMZN
AMAZON COM INC
+$4.4M
162,254
+10%
增持
GOOGL
ALPHABET INC
+$3.9M
182,007
+7%
增持
IWD
ISHARES TR
+$3.8M
65,791
+61%
减持
MRK
MERCK & CO INC
-$3.5M
42,008
-42%
减持
AGG
ISHARES TR
-$3.4M
2,377
-94%
减持
IVE
ISHARES TR
-$3.2M
1,343
-94%
清仓
IUSB
ISHARES TR
-$3.1M
0
-100%
清仓
GOVT
ISHARES TR
-$3.0M
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.5M
71,713
+251%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$2.5M
192,430
+47%
增持
LULU
LULULEMON ATHLETICA INC
+$2.2M
7,016
+630%
增持
DIS
DISNEY WALT CO
+$2.1M
82,387
+17%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
63,457
-0%
增持
FITB
FIFTH THIRD BANCORP
+$2.0M
84,163
+1265%
增持
VV
VANGUARD INDEX FDS
+$2.0M
12,287
+594%
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
32,231
+282%
建仓
EFA
ISHARES TR
+$1.8M
25,497
增持
CSCO
CISCO SYS INC
+$1.8M
109,142
+33%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$1.8M
111,636
-39%
减持
IWF
ISHARES TR
-$1.8M
14,417
-42%
增持
MO
ALTRIA GROUP INC
+$1.7M
43,474
+634%
减持
NKE
NIKE INC
-$1.7M
3,574
-80%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
187,293
+30%
增持
F
FORD MTR CO DEL
+$1.5M
248,448
+82%
增持
IWB
ISHARES TR
+$1.5M
9,099
+260%
建仓
KEY
KEYCORP
+$1.5M
119,220
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
91,572
+41%
建仓
DVN
DEVON ENERGY CORP NEW
+$1.5M
28,855
增持
UPS
UNITED PARCEL SERVICE INC
+$1.5M
22,779
+33%
增持
MAR
MARRIOTT INTL INC NEW
+$1.4M
33,450
+20%
建仓
IVW
ISHARES TR
+$1.3M
20,833
建仓
MMM
3M CO
+$1.3M
12,542
增持
CVS
CVS HEALTH CORP
-$1.3M
111,079
+8%
增持
SPYM
SPDR SER TR
+$1.3M
199,141
+8%
增持
TIP
ISHARES TR
+$1.3M
16,847
+222%
减持
QCOM
QUALCOMM INC
+$1.2M
91,047
-4%
建仓
DEO
DIAGEO PLC
+$1.2M
6,836
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
118,330
-5%
增持
LLY
LILLY ELI & CO
+$1.2M
23,093
+25%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
7,637
+123%
增持
INTC
INTEL CORP
+$1.1M
172,688
+1%
清仓
PII
POLARIS INC
-$1.1M
0
-100%
建仓
M
MACYS INC
+$1.1M
63,437
减持
CRM
SALESFORCE INC
+$1.1M
16,341
-0%
增持
PFF
ISHARES TR
+$1.1M
70,498
+92%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
38,981
+337%
清仓
PM
PHILIP MORRIS INTL INC
-$1.0M
0
-100%
清仓
EFV
ISHARES TR
-$989.9K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$976.3K
122,204
+22%
减持
PRU
PRUDENTIAL FINL INC
-$974.5K
38,923
-8%
增持
AMAT
APPLIED MATLS INC
+$973.4K
23,799
+19%
增持
MET
METLIFE INC
-$944.6K
95,904
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$929.9K
13,122
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$922.7K
33,071
+212%
增持
BX
BLACKSTONE INC
+$921.6K
24,099
+50%
清仓
BBY
BEST BUY INC
-$918.1K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$898.8K
21,771
-7%
增持
IEMG
ISHARES INC
+$867.0K
29,277
+144%
增持
BSV
VANGUARD BD INDEX FDS
+$863.4K
21,712
+105%
清仓
—
HANESBRANDS INC
-$855.8K
0
-100%
建仓
IJJ
ISHARES TR
+$854.5K
8,315
增持
IWM
ISHARES TR
+$844.5K
6,710
+232%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$842.8K
16,957
-50%
增持
TSLA
TESLA INC
+$840.1K
6,789
+47%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$838.8K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$830.2K
11,791
+107%
增持
PYPL
PAYPAL HLDGS INC
+$829.9K
34,121
+38%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$820.1K
42,905
-22%
清仓
AOK
ISHARES TR
-$812.4K
0
-100%
建仓
EEM
ISHARES TR
+$810.9K
20,550
增持
PANW
PALO ALTO NETWORKS INC
+$805.0K
5,954
+116%
清仓
DOW
DOW INC
-$802.1K
0
-100%
增持
MPLX
MPLX LP
+$776.1K
63,048
+48%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$732.0K
395,922
+27%
增持
C
CITIGROUP INC
+$725.5K
37,215
+65%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$715.4K
105,263
+40%
增持
BA
BOEING CO
+$710.4K
19,788
+8%
减持
SPG
SIMON PPTY GROUP INC NEW
-$704.1K
3,801
-60%
减持
CI
THE CIGNA GROUP
-$693.0K
7,930
-3%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$685.5K
15,153
增持
FHN
FIRST HORIZON CORPORATION
-$684.5K
109,486
+2%
减持
JNJ
JOHNSON & JOHNSON
-$670.7K
20,609
-6%
增持
IJR
ISHARES TR
+$652.9K
42,915
+16%
增持
RODM
LATTICE STRATEGIES TR
+$648.2K
46,695
+99%
建仓
CNDT
CONDUENT INC
+$626.4K
182,632
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$597.7K
9,852
+25%
建仓
VOT
VANGUARD INDEX FDS
+$595.4K
3,055
增持
VB
VANGUARD INDEX FDS
+$594.5K
5,302
+137%
增持
—
ACTIVISION BLIZZARD INC
+$586.5K
13,836
+77%
增持
XLB
SELECT SECTOR SPDR TR
+$584.1K
12,661
+125%
清仓
PHDG
INVESCO ACTIVELY MANAGED ETF
-$580.3K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$574.8K
12,753
+169%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$571.0K
0
-100%
清仓
MUNI
PIMCO ETF TR
-$570.0K
0
-100%
增持
GOOG
ALPHABET INC
+$513.2K
21,715
+10%
增持
VOE
VANGUARD INDEX FDS
+$509.7K
5,425
+237%
减持
SRLN
SSGA ACTIVE ETF TR
-$498.3K
100,528
-12%
清仓
MU
MICRON TECHNOLOGY INC
-$494.1K
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$462.8K
19,973
+92%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$449.4K
23,287
+48%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$444.4K
118,756
+5%
减持
LQD
ISHARES TR
-$443.0K
8,663
-34%
增持
MS
MORGAN STANLEY
+$439.3K
28,707
+17%
减持
ORCL
ORACLE CORP
+$424.6K
60,504
-5%
减持
NFLX
NETFLIX INC
-$415.3K
4,048
-34%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$397.1K
0
-100%
增持
TGT
TARGET CORP
+$395.5K
15,522
+6%
减持
—
BLACKROCK INC
-$385.7K
8,701
-1%
增持
PFE
PFIZER INC
+$380.2K
53,359
+52%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$380.1K
112,955
+6%
清仓
WYNN
WYNN RESORTS LTD
-$376.6K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
-$369.8K
4,785
+1%
减持
KRE
SPDR SER TR
-$367.8K
6,121
-43%
增持
HYG
ISHARES TR
+$352.6K
27,919
+17%
增持
NTAP
NETAPP INC
+$340.4K
23,799
+21%
建仓
IJT
ISHARES TR
+$338.8K
3,082
增持
USB
US BANCORP DEL
+$338.5K
45,939
+52%
减持
EFG
ISHARES TR
-$336.7K
12,049
-31%
增持
SCHB
SCHWAB STRATEGIC TR
+$330.4K
14,602
+78%
减持
AXP
AMERICAN EXPRESS CO
-$315.9K
26,683
-16%
减持
MCD
MCDONALDS CORP
+$309.1K
20,400
-0%
增持
GM
GENERAL MTRS CO
+$306.8K
48,928
+11%
清仓
IAGG
ISHARES TR
-$297.4K
0
-100%
增持
T
AT&T INC
+$289.6K
134,411
+8%
增持
VNLA
JANUS DETROIT STR TR
+$272.0K
111,169
+5%
建仓
ETR
ENTERGY CORP NEW
+$270.6K
2,512
减持
AMGN
AMGEN INC
-$267.7K
6,316
-8%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$249.7K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$248.7K
3,761
减持
PG
PROCTER AND GAMBLE CO
-$243.8K
59,614
-1%
清仓
RPM
RPM INTL INC
-$238.1K
0
-100%
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$229.8K
5,501
增持
LOW
LOWES COS INC
+$226.3K
23,189
+5%
建仓
QQQ
INVESCO QQQ TR
+$225.9K
704
清仓
ACWI
ISHARES TR
-$224.0K
0
-100%
建仓
VTIP
VANGUARD MALVERN FDS
+$220.9K
4,619
建仓
MPC
MARATHON PETE CORP
+$220.9K
1,638
减持
NSC
NORFOLK SOUTHN CORP
-$217.1K
3,485
-10%
增持
MUB
ISHARES TR
+$215.9K
15,147
+13%
建仓
—
ACCENTURE PLC IRELAND
+$213.5K
747
减持
WELL
WELLTOWER INC
+$210.3K
39,640
-1%
清仓
STLD
STEEL DYNAMICS INC
-$205.2K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$200.4K
0
-100%
