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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 7
增持 85
减持 48
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$19.1M
41,399
+12%
增持
IVV
ISHARES TR
+$6.3M
120,123
+1%
增持
META
META PLATFORMS INC
+$6.1M
44,137
+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
LLY
ELI LILLY & CO
+$6.1M
25,446
+8%
增持
MSFT
MICROSOFT CORP
+$6.0M
115,829
+2%
增持
AAPL
APPLE INC
-$5.9M
283,452
+0%
增持
AMZN
AMAZON COM INC
+$5.1M
170,616
+1%
增持
JPM
JPMORGAN CHASE & CO
+$3.8M
123,353
+1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$3.7M
217,882
+55%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$3.6M
219,956
+55%
减持
BA
BOEING CO
-$3.6M
11,264
-49%
增持
LOW
LOWES COS INC
+$3.4M
38,694
+33%
增持
AXP
AMERICAN EXPRESS CO
+$3.3M
34,163
+44%
增持
RTX
RTX CORPORATION
+$2.9M
90,888
+29%
增持
GOOGL
ALPHABET INC
+$2.8M
183,645
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
77,108
+1%
清仓
MPLX
MPLX LP
-$2.7M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.5M
30,017
+53%
减持
AMGN
AMGEN INC
-$2.4M
7,454
-52%
增持
KO
COCA COLA CO
+$2.3M
197,314
+19%
增持
ORCL
ORACLE CORP
+$2.3M
76,901
+9%
减持
ABBV
ABBVIE INC
+$2.2M
84,313
-1%
减持
CSCO
CISCO SYS INC
-$2.1M
77,970
-35%
增持
SPYM
SPDR SER TR
+$2.1M
288,938
+3%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$2.1M
125,733
-69%
增持
DIS
DISNEY WALT CO
+$2.0M
53,014
+8%
增持
CRM
SALESFORCE INC
+$2.0M
21,936
+25%
减持
MO
ALTRIA GROUP INC
-$1.9M
9,892
-83%
清仓
PFE
PFIZER INC
-$1.9M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
32,778
+54%
减持
CAT
CATERPILLAR INC
-$1.7M
10,019
-45%
减持
LULU
LULULEMON ATHLETICA INC
-$1.7M
6,374
-22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
24,450
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.6M
13,968
+20%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.6M
20,398
增持
STWD
STARWOOD PPTY TR INC
+$1.5M
271,243
+42%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
5,275
+43%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
261,451
+14%
增持
AMAT
APPLIED MATLS INC
+$1.2M
27,314
+1%
增持
INTC
INTEL CORP
+$1.2M
199,907
+31%
增持
CVX
CHEVRON CORP NEW
+$1.1M
79,913
+4%
增持
IVE
ISHARES TR
+$1.1M
72,838
+1%
增持
IJR
ISHARES TR
+$1.1M
79,349
+12%
增持
CAH
CARDINAL HEALTH INC
+$1.1M
95,581
+0%
增持
NKE
NIKE INC
+$1.0M
13,525
+496%
增持
GS
GOLDMAN SACHS GROUP INC
+$982.2K
28,987
+1%
减持
PG
PROCTER AND GAMBLE CO
+$973.3K
65,675
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$932.6K
139,746
+18%
减持
DAL
DELTA AIR LINES INC DEL
+$927.5K
129,294
-1%
增持
NFLX
NETFLIX INC
+$882.7K
5,198
+11%
清仓
LVS
LAS VEGAS SANDS CORP
-$881.9K
0
-100%
增持
IEFA
ISHARES TR
+$857.6K
196,325
+1%
增持
VO
VANGUARD INDEX FDS
+$823.9K
43,905
+1%
增持
EFG
ISHARES TR
+$803.5K
72,574
+4%
减持
MRK
MERCK & CO INC
+$799.9K
37,579
-1%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$728.5K
130,835
+28%
增持
CI
THE CIGNA GROUP
+$666.0K
9,571
+2%
减持
PRU
PRUDENTIAL FINL INC
+$638.4K
48,189
-0%
增持
GM
GENERAL MTRS CO
+$566.7K
58,450
+1%
减持
ALL
ALLSTATE CORP
+$527.3K
16,382
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$515.4K
7,983
+34%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$495.1K
31,478
+49%
减持
UNH
UNITEDHEALTH GROUP INC
-$464.7K
14,372
-0%
增持
PSX
PHILLIPS 66
+$440.0K
14,069
+1%
增持
GD
GENERAL DYNAMICS CORP
+$427.3K
15,479
+2%
增持
TSLA
TESLA INC
+$418.8K
12,298
+75%
增持
MET
METLIFE INC
+$417.8K
49,480
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$397.3K
8,674
-1%
增持
—
STELLANTIS N.V
+$384.9K
70,128
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$375.2K
113,452
+1%
清仓
ELV
ELEVANCE HEALTH INC
-$372.1K
0
-100%
减持
QCOM
QUALCOMM INC
+$353.1K
112,798
-13%
减持
MLPX
GLOBAL X FDS
+$341.7K
79,377
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$333.3K
52,347
+10%
增持
NTAP
NETAPP INC
+$332.6K
18,132
+2%
减持
RODM
LATTICE STRATEGIES TR
-$323.2K
20,745
-37%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$307.7K
3,641
+7%
减持
FHN
FIRST HORIZON CORPORATION
-$304.3K
147,705
-19%
增持
F
FORD MTR CO DEL
+$302.1K
231,578
+2%
减持
IWP
ISHARES TR
+$291.6K
30,492
-0%
清仓
BIIB
BIOGEN INC
-$288.4K
0
-100%
减持
GOOG
ALPHABET INC
+$287.4K
27,942
-1%
建仓
SYK
STRYKER CORPORATION
+$282.0K
788
增持
IWB
ISHARES TR
+$281.3K
9,716
+1%
建仓
—
EATON CORP PLC
+$277.7K
888
减持
CVS
CVS HEALTH CORP
-$273.0K
61,515
-6%
清仓
—
SPIRIT AIRLS INC
-$270.4K
0
-100%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$265.8K
123,902
-1%
减持
IWF
ISHARES TR
+$261.6K
10,917
-3%
增持
V
VISA INC
+$260.4K
13,627
+0%
增持
DVN
DEVON ENERGY CORP NEW
+$254.8K
32,910
+7%
建仓
STLD
STEEL DYNAMICS INC
+$251.0K
1,693
减持
VUG
VANGUARD INDEX FDS
+$248.2K
8,064
-1%
增持
PFF
ISHARES TR
+$240.7K
92,484
+5%
建仓
TDG
TRANSDIGM GROUP INC
+$238.9K
194
建仓
VLO
VALERO ENERGY CORP
+$219.6K
1,287
增持
WMT
WALMART INC
+$211.8K
18,327
+224%
增持
AB
ALLIANCEBERNSTEIN HLDG L P
+$211.6K
41,912
+5%
建仓
—
TRANE TECHNOLOGIES PLC
+$209.8K
699
清仓
KMB
KIMBERLY-CLARK CORP
-$205.8K
0
-100%
减持
—
BLACKROCK INC
+$203.5K
9,799
-0%
增持
IVW
ISHARES TR
+$201.3K
20,913
+0%
增持
MCD
MCDONALDS CORP
-$199.4K
22,967
+2%
减持
KRE
SPDR SER TR
-$192.6K
4,666
-43%
增持
MS
MORGAN STANLEY
+$191.6K
35,219
+5%
增持
VNLA
JANUS DETROIT STR TR
+$188.5K
139,493
+2%
减持
MAR
MARRIOTT INTL INC NEW
+$185.3K
35,190
-9%
增持
GLW
CORNING INC
+$168.7K
41,511
+5%
增持
NOC
NORTHROP GRUMMAN CORP
+$167.2K
5,358
+5%
增持
TXN
TEXAS INSTRS INC
+$158.1K
5,705
+16%
减持
LQD
ISHARES TR
-$156.3K
5,666
-19%
减持
VTV
VANGUARD INDEX FDS
+$153.6K
12,754
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$153.4K
17,625
+5%
减持
VTI
VANGUARD INDEX FDS
-$138.1K
6,594
-16%
增持
EPS
WISDOMTREE TR
+$137.3K
25,156
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$136.3K
27,504
+4%
减持
BX
BLACKSTONE INC
-$133.8K
4,430
-19%
增持
TMUS
T-MOBILE US INC
+$131.3K
17,689
+3%
增持
—
MEDTRONIC PLC
+$129.7K
16,366
+4%
增持
EFA
ISHARES TR
+$128.3K
27,295
+0%
增持
OC
OWENS CORNING NEW
+$127.6K
5,425
+3%
减持
PEP
PEPSICO INC
+$125.3K
27,704
-0%
减持
HD
HOME DEPOT INC
+$123.5K
4,817
-3%
增持
CAG
CONAGRA BRANDS INC
+$118.6K
47,631
+6%
减持
PYPL
PAYPAL HLDGS INC
+$114.7K
44,689
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$114.0K
150,932
-9%
增持
MPC
MARATHON PETE CORP
+$113.4K
1,791
+7%
增持
USB
US BANCORP DEL
+$113.3K
54,869
+2%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$110.4K
0
-100%
增持
IYH
ISHARES TR
+$109.5K
17,075
+416%
清仓
MDXG
MIMEDX GROUP INC
-$104.8K
0
-100%
增持
DEO
DIAGEO PLC
+$104.2K
8,312
+7%
减持
BSV
VANGUARD BD INDEX FDS
-$101.7K
21,654
-5%
减持
TIP
ISHARES TR
-$100.7K
15,996
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$100.2K
8,444
+2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$98.2K
1,394
-37%
清仓
XEVVX
EATON VANCE LTD DURATION INC
-$95.8K
0
-100%
减持
IWD
ISHARES TR
+$91.9K
7,012
-0%
减持
HYG
ISHARES TR
-$91.8K
19,510
-6%
增持
DLN
WISDOMTREE TR
+$89.4K
14,686
+0%
增持
CCI
CROWN CASTLE INC
-$88.7K
15,086
+3%
减持
CTAS
CINTAS CORP
+$85.6K
1,299
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$82.6K
55,563
+2%
增持
IHDG
WISDOMTREE TR
+$82.1K
19,823
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$80.4K
7,347
-17%
减持
HCA
HCA HEALTHCARE INC
+$77.4K
1,382
-2%
减持
WELL
WELLTOWER INC
+$75.8K
36,700
-1%
减持
BAC
BANK AMERICA CORP
-$75.7K
14,588
-22%
减持
VB
VANGUARD INDEX FDS
+$74.9K
5,825
-1%
减持
FITB
FIFTH THIRD BANCORP
-$74.8K
8,647
-25%
