小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 78
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$6.1M
283,821
+1%
增持
GOOGL
ALPHABET INC
+$2.3M
175,518
+2%
增持
IVV
ISHARES TR
-$1.9M
119,093
+0%
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
LLY
ELI LILLY & CO
+$1.8M
23,673
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
34,683
+9%
增持
ABBV
ABBVIE INC
+$1.5M
84,246
+3%
增持
MSFT
MICROSOFT CORP
-$1.5M
112,511
+4%
增持
RTX
RTX CORPORATION
-$1.5M
66,607
+4%
清仓
—
ACTIVISION BLIZZARD INC
-$1.4M
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
-$1.2M
126,553
+2%
增持
CVX
CHEVRON CORP NEW
+$1.1M
75,741
+2%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$1.0M
25,046
增持
META
META PLATFORMS INC
+$966.4K
42,418
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$952.4K
211,439
+1%
减持
DIS
DISNEY WALT CO
-$845.3K
49,464
-9%
增持
AMGN
AMGEN INC
+$835.7K
15,235
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$787.7K
14,153
+7%
减持
IEFA
ISHARES TR
-$748.0K
192,217
-1%
增持
MAR
MARRIOTT INTL INC NEW
+$743.4K
37,852
+4%
减持
AXP
AMERICAN EXPRESS CO
-$721.7K
23,748
-3%
增持
MCD
MCDONALDS CORP
-$694.6K
22,092
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$657.4K
24,840
-2%
增持
KO
COCA COLA CO
-$596.6K
161,647
+1%
增持
CAT
CATERPILLAR INC
+$590.7K
18,311
+2%
清仓
TGT
TARGET CORP
-$579.0K
0
-100%
增持
QCOM
QUALCOMM INC
-$567.7K
124,846
+3%
增持
F
FORD MTR CO DEL
-$560.6K
237,973
+2%
减持
VO
VANGUARD INDEX FDS
-$525.3K
43,408
-0%
减持
MRK
MERCK & CO INC
-$524.8K
38,692
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$506.1K
23,212
+4%
增持
CAH
CARDINAL HEALTH INC
-$497.4K
95,587
+3%
增持
ORCL
ORACLE CORP
-$468.9K
65,582
+5%
减持
PEP
PEPSICO INC
-$450.3K
27,951
-0%
减持
MUB
ISHARES TR
-$389.8K
16,718
-15%
增持
GOOG
ALPHABET INC
+$386.2K
27,703
+3%
增持
ISRG
INTUITIVE SURGICAL INC
-$378.4K
11,057
+5%
清仓
DRIV
GLOBAL X FDS
-$366.2K
0
-100%
减持
CAG
CONAGRA BRANDS INC
-$352.7K
46,991
-3%
增持
PRU
PRUDENTIAL FINL INC
+$349.1K
48,372
+1%
减持
M
MACYS INC
-$341.5K
67,053
-4%
增持
—
BLACKROCK INC
-$338.1K
9,654
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$331.1K
27,982
+3%
增持
CSCO
CISCO SYS INC
+$330.4K
114,575
+2%
减持
IWF
ISHARES TR
-$311.3K
11,521
-6%
清仓
IDEV
ISHARES TR
-$309.8K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$303.6K
8,841
-2%
增持
CVS
CVS HEALTH CORP
+$297.2K
95,076
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$293.0K
31,179
-5%
建仓
AGG
ISHARES TR
+$289.9K
3,083
建仓
OC
OWENS CORNING NEW
+$287.1K
2,105
增持
BA
BOEING CO
-$280.3K
21,002
+3%
增持
VNLA
JANUS DETROIT STR TR
+$272.4K
132,276
+4%
减持
SO
SOUTHERN CO
-$271.4K
4,494
-44%
增持
LOW
LOWES COS INC
-$269.6K
27,681
+4%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$269.4K
224,078
+4%
减持
IWP
ISHARES TR
-$261.0K
33,017
-3%
减持
DEO
DIAGEO PLC
-$259.6K
6,791
-7%
建仓
MPC
MARATHON PETE CORP
+$246.5K
1,629
减持
AEP
AMERICAN ELEC PWR CO INC
-$243.2K
18,436
-5%
减持
IWS
ISHARES TR
-$239.5K
21,243
-5%
减持
MET
METLIFE INC
+$237.9K
47,586
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$237.9K
72,241
+7%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$232.7K
0
-100%
减持
PFE
PFIZER INC
-$231.1K
63,656
-0%
减持
HYG
ISHARES TR
-$227.9K
23,703
-10%
减持
PSX
PHILLIPS 66
+$224.9K
13,955
-8%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$221.2K
0
-100%
减持
INTC
INTEL CORP
+$218.0K
190,045
-3%
增持
SRLN
SSGA ACTIVE ETF TR
+$217.3K
115,350
+5%
清仓
KMB
KIMBERLY-CLARK CORP
-$211.2K
0
-100%
减持
RY
ROYAL BK CDA
-$209.3K
16,282
-5%
增持
LULU
LULULEMON ATHLETICA INC
+$206.6K
7,868
+5%
清仓
VBK
VANGUARD INDEX FDS
-$204.5K
0
-100%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$204.2K
400,437
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$202.9K
72,544
-3%
减持
ABT
ABBOTT LABS
-$200.7K
15,779
-0%
增持
SPYM
SPDR SER TR
+$195.2K
263,648
+5%
增持
CI
THE CIGNA GROUP
+$189.5K
8,916
+6%
增持
PG
PROCTER AND GAMBLE CO
-$179.6K
64,712
+2%
增持
GM
GENERAL MTRS CO
-$178.5K
54,594
+6%
增持
PYPL
PAYPAL HLDGS INC
-$175.1K
43,126
+7%
增持
IJR
ISHARES TR
-$174.4K
46,914
+2%
减持
VNQ
VANGUARD INDEX FDS
-$173.6K
17,133
-3%
增持
—
EXXON MOBIL CORP
+$167.2K
15,801
+0%
减持
LQD
ISHARES TR
-$167.1K
5,717
-18%
增持
COST
COSTCO WHSL CORP NEW
+$161.7K
3,511
+4%
增持
JNJ
JOHNSON & JOHNSON
-$159.5K
21,478
+1%
增持
C
CITIGROUP INC
-$157.8K
48,182
+4%
减持
MMM
3M CO
-$155.2K
13,248
-5%
减持
VV
VANGUARD INDEX FDS
-$147.5K
13,692
-2%
减持
NTAP
NETAPP INC
-$143.5K
22,970
-7%
增持
KRE
SPDR SER TR
+$142.2K
8,652
+61%
增持
SBUX
STARBUCKS CORP
-$135.6K
25,431
+3%
减持
EFG
ISHARES TR
-$131.7K
13,579
-1%
增持
JPM
JPMORGAN CHASE & CO
+$131.4K
124,044
+1%
增持
TMUS
T-MOBILE US INC
+$131.0K
15,840
+5%
减持
KEY
KEYCORP
+$131.0K
124,938
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$130.5K
56,108
-1%
减持
T
AT&T INC
-$129.0K
99,402
-2%
减持
EFA
ISHARES TR
-$128.8K
27,224
-2%
增持
MLPX
GLOBAL X FDS
+$123.5K
78,405
+2%
减持
YUM
YUM BRANDS INC
-$122.0K
7,843
-1%
增持
IGSB
ISHARES TR
+$117.6K
65,002
+4%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$115.5K
135,442
+4%
减持
MPLX
MPLX LP
+$110.8K
75,909
-0%
增持
AMZN
AMAZON COM INC
-$110.3K
167,751
+2%
增持
MO
ALTRIA GROUP INC
-$109.5K
55,587
+3%
减持
IVE
ISHARES TR
-$109.0K
12,129
-1%
增持
USB
US BANCORP DEL
+$108.3K
48,391
+7%
减持
DVN
DEVON ENERGY CORP NEW
-$108.2K
29,870
-6%
减持
VUG
VANGUARD INDEX FDS
-$105.3K
8,063
-1%
减持
VGT
VANGUARD WORLD FDS
-$100.9K
1,220
-11%
增持
NSC
NORFOLK SOUTHN CORP
-$100.6K
3,502
+0%
减持
BIIB
BIOGEN INC
-$97.6K
1,500
-12%
减持
ADI
ANALOG DEVICES INC
-$86.9K
3,440
-3%
减持
NKE
NIKE INC
-$86.8K
2,221
-18%
增持
XLE
SELECT SECTOR SPDR TR
+$83.9K
8,303
+1%
增持
HON
HONEYWELL INTL INC
-$79.8K
3,516
+0%
增持
NFLX
NETFLIX INC
-$78.4K
4,504
+12%
减持
IYH
ISHARES TR
-$75.4K
3,328
-4%
减持
WM
WASTE MGMT INC DEL
-$67.3K
2,289
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$65.3K
109,057
+2%
减持
EEM
ISHARES TR
-$65.2K
21,616
-3%
增持
CRM
SALESFORCE INC
-$65.1K
17,172
+2%
减持
BX
BLACKSTONE INC
+$64.6K
5,683
-3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$63.8K
27,208
-4%
增持
LVS
LAS VEGAS SANDS CORP
-$62.9K
14,677
+16%
增持
VTI
VANGUARD INDEX FDS
-$60.5K
7,802
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$60.0K
36,156
-0%
增持
ISTB
ISHARES TR
+$59.6K
35,059
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$59.1K
22,777
+4%
增持
FHN
FIRST HORIZON CORPORATION
+$58.6K
179,492
+5%
增持
TIP
ISHARES TR
+$56.7K
20,006
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$56.5K
3,304
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$55.8K
20,249
-3%
减持
HD
HOME DEPOT INC
-$55.2K
4,953
-1%
减持
VOT
VANGUARD INDEX FDS
-$52.8K
3,651
-2%
减持
RODM
LATTICE STRATEGIES TR
-$52.5K
47,210
-2%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$51.4K
10,876
-18%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$50.9K
121,150
+10%
增持
VB
VANGUARD INDEX FDS
-$47.7K
5,868
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$45.5K
47,524
+3%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$43.6K
20,746
-4%
减持
HDV
ISHARES TR
-$42.6K
3,372
-10%
增持
BIV
VANGUARD BD INDEX FDS
+$42.0K
35,558
+6%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$39.5K
8,483
+10%
增持
IWD
ISHARES TR
+$38.7K
69,797
+4%
减持
FLRN
SPDR SER TR
-$36.8K
8,750
-12%
增持
IWB
ISHARES TR
+$36.8K
9,598
+5%
减持
ALL
ALLSTATE CORP
-$36.7K
16,544
-4%
