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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 96
减持 36
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$9.1M
281,768
+2%
减持
MSFT
MICROSOFT CORP
+$5.7M
108,641
-0%
增持
IVV
ISHARES TR
+$5.1M
118,998
+2%
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
AMZN
AMAZON COM INC
+$4.7M
164,428
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.6M
22,361
+127%
增持
CAH
CARDINAL HEALTH INC
+$3.7M
93,014
+38%
增持
SPYM
SPDR SER TR
+$3.5M
250,541
+26%
减持
DIS
DISNEY WALT CO
-$3.4M
54,372
-34%
增持
LLY
LILLY ELI & CO
+$3.0M
23,211
+1%
增持
QCOM
QUALCOMM INC
+$2.8M
121,246
+33%
减持
MET
METLIFE INC
-$2.8M
48,747
-49%
增持
JPM
JPMORGAN CHASE & CO
+$2.4M
122,783
+4%
减持
NVDA
NVIDIA CORPORATION
+$2.4M
31,823
-20%
减持
TGT
TARGET CORP
-$2.0M
4,390
-72%
减持
FITB
FIFTH THIRD BANCORP
-$1.9M
11,499
-86%
减持
CVS
CVS HEALTH CORP
-$1.9M
91,726
-17%
增持
IEFA
ISHARES TR
+$1.8M
194,328
+15%
减持
GOOGL
ALPHABET INC
+$1.8M
172,810
-5%
增持
ORCL
ORACLE CORP
+$1.8M
62,267
+3%
增持
IVE
ISHARES TR
+$1.8M
12,252
+812%
增持
AMGN
AMGEN INC
+$1.7M
14,678
+132%
增持
DAL
DELTA AIR LINES INC DEL
+$1.6M
123,896
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
27,045
+24%
减持
BX
BLACKSTONE INC
-$1.6M
5,854
-76%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
67,296
+6%
增持
LOW
LOWES COS INC
+$1.4M
26,685
+15%
增持
MAR
MARRIOTT INTL INC NEW
+$1.1M
36,457
+9%
增持
VO
VANGUARD INDEX FDS
+$1.1M
43,444
+9%
清仓
CASH
PATHWARD FINANCIAL INC
-$1.1M
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$1.0M
48,072
+24%
增持
GOOG
ALPHABET INC
+$1.0M
27,002
+24%
减持
STWD
STARWOOD PPTY TR INC
-$1.0M
189,748
-28%
减持
T
AT&T INC
-$965.4K
101,693
-24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$906.5K
106,748
+17%
增持
INTC
INTEL CORP
+$896.4K
195,518
+13%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$870.1K
215,018
+12%
减持
ISRG
INTUITIVE SURGICAL INC
+$861.3K
10,558
-2%
增持
CVX
CHEVRON CORP NEW
+$840.7K
73,988
+12%
增持
MCD
MCDONALDS CORP
+$810.6K
21,831
+7%
减持
META
META PLATFORMS INC
+$775.2K
41,006
-21%
增持
VNLA
JANUS DETROIT STR TR
+$764.6K
127,075
+14%
增持
—
BLACKROCK INC
+$757.3K
9,520
+9%
增持
PG
PROCTER AND GAMBLE CO
+$754.5K
63,388
+6%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$753.1K
130,964
+16%
建仓
LVS
LAS VEGAS SANDS CORP
+$735.7K
12,684
增持
CAT
CATERPILLAR INC
+$712.6K
17,915
+11%
增持
AMAT
APPLIED MATLS INC
+$693.9K
25,025
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$679.8K
56,638
+24%
增持
KO
COCA COLA CO
+$664.6K
160,172
+11%
建仓
IJK
ISHARES TR
+$659.2K
8,789
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$596.0K
63,953
+10%
增持
IWD
ISHARES TR
+$540.5K
66,894
+2%
增持
VV
VANGUARD INDEX FDS
+$531.6K
13,945
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$521.3K
209,871
+12%
建仓
FISV
FISERV INC
+$514.7K
4,080
增持
MO
ALTRIA GROUP INC
+$507.1K
54,015
+24%
建仓
SCHW
SCHWAB CHARLES CORP
+$500.7K
8,833
减持
IWS
ISHARES TR
-$488.8K
22,360
-19%
增持
MLPX
GLOBAL X FDS
+$478.4K
76,970
+13%
增持
MUB
ISHARES TR
+$472.1K
19,714
+30%
清仓
HOMB
HOME BANCSHARES INC
-$471.1K
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$459.0K
7,697
-55%
增持
SRLN
SSGA ACTIVE ETF TR
+$451.5K
110,326
+10%
增持
IJR
ISHARES TR
+$449.9K
46,159
+8%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$421.5K
129,737
+9%
增持
MPLX
MPLX LP
+$417.3K
76,290
+21%
增持
VUG
VANGUARD INDEX FDS
+$396.1K
8,132
+6%
增持
C
CITIGROUP INC
+$394.5K
46,471
+25%
增持
PFF
ISHARES TR
+$388.8K
83,730
+19%
减持
F
FORD MTR CO DEL
+$385.8K
232,400
-6%
减持
NFLX
NETFLIX INC
+$380.6K
4,039
-0%
建仓
IJS
ISHARES TR
+$377.7K
3,972
增持
ABBV
ABBVIE INC
+$374.1K
82,189
+22%
增持
NTAP
NETAPP INC
+$366.9K
24,692
+4%
减持
IWP
ISHARES TR
-$360.9K
33,914
-15%
增持
XLB
SELECT SECTOR SPDR TR
+$336.2K
16,380
+29%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$335.6K
9,064
-11%
增持
CI
THE CIGNA GROUP
+$334.9K
8,415
+6%
清仓
FLTR
VANECK ETF TRUST
-$319.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$310.3K
21,174
+3%
建仓
IDEV
ISHARES TR
+$309.8K
5,069
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$294.8K
28,287
+21%
减持
DRIV
GLOBAL X FDS
-$285.2K
14,063
-49%
增持
CRM
SALESFORCE INC
+$282.7K
16,791
+3%
增持
KEY
KEYCORP
-$279.3K
131,318
+10%
增持
LULU
LULULEMON ATHLETICA INC
+$272.2K
7,470
+6%
减持
TSLA
TESLA INC
+$270.0K
6,412
-6%
增持
IGSB
ISHARES TR
+$249.6K
62,218
+9%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$245.2K
101,021
-10%
增持
V
VISA INC
+$241.3K
12,724
+3%
减持
WELL
WELLTOWER INC
+$240.8K
38,109
-4%
清仓
AGG
ISHARES TR
-$236.8K
0
-100%
清仓
—
MEDTRONIC PLC
-$234.4K
0
-100%
建仓
PHM
PULTE GROUP INC
+$231.5K
2,980
清仓
NSA
NATIONAL STORAGE AFFILIATES
-$229.8K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$220.9K
0
-100%
建仓
IR
INGERSOLL RAND INC
+$219.1K
3,352
增持
ABT
ABBOTT LABS
+$217.1K
15,858
+6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$214.6K
46,266
+8%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$211.7K
13,245
-42%
建仓
KMB
KIMBERLY-CLARK CORP
+$211.2K
1,530
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$206.0K
21,681
-18%
建仓
VBK
VANGUARD INDEX FDS
+$204.5K
890
建仓
RPM
RPM INTL INC
+$201.6K
2,247
减持
LQD
ISHARES TR
-$199.2K
6,939
-20%
增持
—
ACTIVISION BLIZZARD INC
+$189.5K
16,296
+18%
增持
GM
GENERAL MTRS CO
+$183.8K
51,310
+5%
增持
VTV
VANGUARD INDEX FDS
+$183.6K
12,752
+8%
增持
EFA
ISHARES TR
+$181.6K
27,656
+8%
增持
HD
HOME DEPOT INC
+$179.1K
4,995
+7%
减持
PANW
PALO ALTO NETWORKS INC
+$178.7K
5,354
-10%
减持
SPG
SIMON PPTY GROUP INC NEW
-$174.8K
2,172
-43%
增持
EFG
ISHARES TR
+$174.8K
13,663
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$171.1K
32,878
+0%
增持
VOT
VANGUARD INDEX FDS
+$168.4K
3,712
+22%
增持
PFE
PFIZER INC
+$165.5K
63,864
+20%
减持
NOC
NORTHROP GRUMMAN CORP
-$164.9K
4,486
-6%
减持
USB
US BANCORP DEL
-$164.6K
45,142
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$164.4K
75,136
+5%
增持
CAG
CONAGRA BRANDS INC
-$164.1K
48,670
+1%
减持
BIIB
BIOGEN INC
-$162.3K
1,696
-27%
增持
TIP
ISHARES TR
+$160.9K
18,754
+11%
增持
VB
VANGUARD INDEX FDS
+$152.1K
5,818
+10%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$149.7K
18,436
+22%
减持
IWF
ISHARES TR
-$146.9K
12,267
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$146.6K
13,207
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$141.6K
36,325
+10%
减持
NKE
NIKE INC
-$139.2K
2,710
-24%
增持
VOE
VANGUARD INDEX FDS
+$138.5K
6,257
+15%
减持
AXP
AMERICAN EXPRESS CO
-$136.9K
24,481
-8%
减持
HYG
ISHARES TR
-$134.0K
26,313
-6%
增持
GD
GENERAL DYNAMICS CORP
-$127.4K
15,552
+2%
增持
CSCO
CISCO SYS INC
+$123.8K
112,663
+3%
减持
VTI
VANGUARD INDEX FDS
+$111.9K
7,798
-1%
增持
CNDT
CONDUENT INC
+$111.5K
217,050
+19%
增持
UPS
UNITED PARCEL SERVICE INC
+$110.3K
25,267
+11%
增持
BAC
BANK AMERICA CORP
+$106.9K
17,470
+27%
增持
MS
MORGAN STANLEY
+$106.5K
30,761
+7%
增持
PYPL
PAYPAL HLDGS INC
+$105.1K
40,406
+18%
增持
BA
BOEING CO
+$102.4K
20,392
+3%
增持
VGT
VANGUARD WORLD FDS
+$100.6K
1,373
+4%
增持
AEP
AMERICAN ELEC PWR CO INC
-$98.9K
19,358
+2%
增持
IYH
ISHARES TR
+$98.5K
3,476
+8%
增持
ISTB
ISHARES TR
+$97.3K
33,585
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$95.4K
3,097
+4%
增持
IEMG
ISHARES INC
+$90.8K
30,822
+5%
增持
RWR
SPDR SER TR
+$89.5K
4,837
+23%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$86.8K
109,943
+4%
增持
EPS
WISDOMTREE TR
+$85.4K
24,850
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$82.8K
8,213
+17%
