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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 88
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$11.6M
285,618
+1%
增持
NVDA
NVIDIA CORPORATION
+$11.0M
391,558
+846%
减持
GOOGL
ALPHABET INC
+$5.4M
182,023
-1%
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
+$3.8M
26,036
+2%
增持
MSFT
MICROSOFT CORP
+$3.6M
116,988
+1%
增持
QCOM
QUALCOMM INC
+$3.4M
113,157
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$2.7M
14,786
+85%
增持
SPYM
SPDR SER TR
+$2.7M
320,426
+11%
增持
AMZN
AMAZON COM INC
+$2.3M
171,052
+0%
增持
INTC
INTEL CORP
-$1.9M
224,034
+12%
减持
IVV
ISHARES TR
+$1.7M
118,419
-1%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.4M
26,042
增持
ORCL
ORACLE CORP
+$1.4M
78,351
+2%
减持
BA
BOEING CO
-$1.4M
4,241
-62%
增持
IVW
ISHARES TR
+$1.4M
34,166
+63%
建仓
BKLC
BNY MELLON ETF TRUST
+$1.3M
12,567
建仓
AVLV
AMERICAN CENTY ETF TR
+$1.3M
20,115
增持
DIS
DISNEY WALT CO
-$1.1M
54,170
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
79,099
+3%
增持
AGG
ISHARES TR
+$1.0M
16,388
+187%
增持
LOW
LOWES COS INC
-$1.0M
40,124
+4%
增持
CAH
CARDINAL HEALTH INC
-$971.4K
98,903
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$961.8K
28,894
-0%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$936.6K
49,976
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$935.7K
34,760
建仓
FTBD
FIDELITY MERRIMACK STR TR
+$932.5K
19,306
增持
GOOG
ALPHABET INC
+$909.3K
28,153
+1%
增持
TSLA
TESLA INC
+$843.1K
15,186
+23%
清仓
NSC
NORFOLK SOUTHN CORP
-$819.2K
0
-100%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$815.4K
130,093
+5%
建仓
FENI
FIDELITY COVINGTON TRUST
+$784.4K
27,679
减持
EFG
ISHARES TR
-$778.4K
66,023
-9%
增持
CVS
CVS HEALTH CORP
-$754.9K
70,292
+14%
减持
MCD
MCDONALDS CORP
-$695.7K
22,680
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$692.5K
14,088
+1%
增持
KO
COCA COLA CO
+$655.9K
199,962
+1%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$625.1K
12,188
减持
PYPL
PAYPAL HLDGS INC
-$609.8K
41,080
-8%
减持
COST
COSTCO WHSL CORP NEW
+$602.1K
5,255
-0%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$594.1K
17,799
增持
ABBV
ABBVIE INC
-$592.9K
86,057
+2%
增持
CRM
SALESFORCE INC
-$590.3K
23,401
+7%
减持
META
META PLATFORMS INC
+$566.6K
43,629
-1%
增持
IWS
ISHARES TR
+$529.1K
23,823
+27%
增持
LULU
LULULEMON ATHLETICA INC
-$490.8K
6,693
+5%
增持
—
STELLANTIS N.V
-$486.9K
75,451
+8%
减持
AMAT
APPLIED MATLS INC
+$475.2K
25,884
-5%
建仓
AVSC
AMERICAN CENTY ETF TR
+$458.9K
9,194
增持
IWP
ISHARES TR
+$447.4K
35,594
+17%
增持
NTAP
NETAPP INC
+$440.8K
18,199
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$410.0K
57,703
+4%
减持
WELL
WELLTOWER INC
+$395.4K
36,687
-0%
清仓
SCHP
SCHWAB STRATEGIC TR
-$393.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$379.5K
27,140
-0%
增持
—
BLACKROCK INC
-$375.4K
9,899
+1%
减持
VNQ
VANGUARD INDEX FDS
-$361.8K
12,920
-23%
减持
IJR
ISHARES TR
-$360.2K
78,844
-1%
减持
DAL
DELTA AIR LINES INC DEL
-$355.1K
122,981
-5%
增持
GLW
CORNING INC
+$347.9K
44,171
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$331.1K
31,228
+4%
增持
IVE
ISHARES TR
-$327.7K
72,959
+0%
减持
PEP
PEPSICO INC
-$326.8K
27,416
-1%
建仓
DWAS
INVESCO EXCH TRADED FD TR II
+$320.5K
3,769
增持
PG
PROCTER AND GAMBLE CO
+$317.3K
66,535
+1%
增持
MRK
MERCK & CO INC
-$299.2K
37,635
+0%
增持
CI
THE CIGNA GROUP
-$289.5K
9,640
+1%
增持
TMUS
T-MOBILE US INC
+$288.5K
18,025
+2%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$284.6K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$282.0K
0
-100%
增持
CAT
CATERPILLAR INC
-$281.6K
10,176
+2%
清仓
YUMC
YUM CHINA HLDGS INC
-$279.4K
0
-100%
增持
PSX
PHILLIPS 66
-$269.8K
14,367
+2%
清仓
FLRN
SPDR SER TR
-$269.8K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$262.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$249.8K
123,393
+0%
减持
IWF
ISHARES TR
+$248.0K
10,775
-1%
增持
GTO
POWERSHARES ACTIVELY MANAGED
+$246.2K
227,403
+3%
清仓
IVOL
KRANESHARES TRUST
-$244.4K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$227.0K
30,448
+11%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$225.9K
224,965
+3%
建仓
VST
VISTRA CORP
+$225.4K
2,621
建仓
ONTO
ONTO INNOVATION INC
+$219.6K
1,000
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$210.1K
8,627
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$207.6K
55,324
+6%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$206.5K
2,682
增持
IEFA
ISHARES TR
+$203.5K
203,396
+4%
减持
AMGN
AMGEN INC
+$201.7K
7,429
-0%
增持
ALL
ALLSTATE CORP
-$187.4K
16,578
+1%
增持
USB
US BANCORP DEL
-$187.4K
57,059
+4%
减持
ABT
ABBOTT LABS
-$187.1K
16,114
-2%
增持
HD
HOME DEPOT INC
-$181.3K
4,841
+0%
减持
NFLX
NETFLIX INC
+$180.4K
4,945
-5%
增持
SO
SOUTHERN CO
+$177.5K
6,233
+46%
增持
—
EXXON MOBIL CORP
+$176.7K
15,568
+12%
增持
VO
VANGUARD INDEX FDS
-$174.4K
44,591
+2%
增持
MAR
MARRIOTT INTL INC NEW
-$171.4K
36,016
+2%
增持
MLPX
GLOBAL X FDS
+$170.0K
79,503
+0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$169.2K
269,475
+3%
增持
WMT
WALMART INC
+$158.5K
18,626
+2%
增持
GD
GENERAL DYNAMICS CORP
+$158.3K
15,616
+1%
减持
INTU
INTUIT
-$156.7K
800
-24%
增持
V
VISA INC
-$155.7K
13,896
+2%
减持
RTX
RTX CORPORATION
+$155.4K
89,847
-1%
增持
RY
ROYAL BK CDA
+$146.2K
15,578
+4%
增持
VRIG
POWERSHARES ACTIVELY MANAGED
+$145.9K
136,380
+4%
减持
HON
HONEYWELL INTL INC
-$144.3K
2,774
-23%
增持
SRLN
SSGA ACTIVE ETF TR
+$144.3K
144,234
+3%
减持
MPC
MARATHON PETE CORP
-$144.0K
1,250
-30%
增持
NKE
NIKE INC
-$143.1K
14,966
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$143.0K
24,923
+2%
增持
IEMG
ISHARES INC
+$135.0K
34,267
+4%
增持
NOC
NORTHROP GRUMMAN CORP
-$132.1K
5,580
+4%
减持
AXP
AMERICAN EXPRESS CO
-$130.7K
33,029
-3%
增持
MET
METLIFE INC
-$130.6K
50,382
+2%
减持
RODM
LATTICE STRATEGIES TR
-$127.3K
16,421
-21%
减持
AVGO
BROADCOM INC
+$126.5K
470
-1%
减持
VV
VANGUARD INDEX FDS
+$122.3K
13,641
-0%
增持
GM
GENERAL MTRS CO
+$118.5K
59,604
+2%
增持
ADI
ANALOG DEVICES INC
+$107.4K
3,472
+0%
增持
GOVT
ISHARES TR
+$101.4K
17,146
+37%
增持
AEP
AMERICAN ELEC PWR CO INC
+$96.6K
18,396
+4%
增持
LQD
ISHARES TR
+$95.9K
6,656
+17%
增持
JNJ
JOHNSON & JOHNSON
-$94.0K
34,833
+6%
减持
XLB
SELECT SECTOR SPDR TR
-$93.2K
16,635
-1%
增持
STWD
STARWOOD PPTY TR INC
-$92.8K
286,250
+6%
增持
CVX
CHEVRON CORP NEW
+$85.6K
81,134
+2%
增持
FHN
FIRST HORIZON CORPORATION
+$79.0K
149,249
+1%
增持
MMM
3M CO
+$78.9K
16,102
+9%
减持
VTI
VANGUARD INDEX FDS
-$72.1K
6,137
-7%
增持
PFF
ISHARES TR
+$67.9K
96,630
+4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$66.0K
9,927
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$64.4K
36,333
-1%
增持
VNLA
JANUS DETROIT STR TR
+$63.0K
140,677
+1%
减持
IWM
ISHARES TR
-$57.8K
7,070
-0%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$54.0K
32,088
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$53.3K
152,275
+1%
增持
F
FORD MTR CO DEL
+$48.5K
249,110
+8%
增持
DEO
DIAGEO PLC
-$47.3K
9,431
+13%
减持
MS
MORGAN STANLEY
+$46.0K
34,595
-2%
增持
AB
ALLIANCEBERNSTEIN HLDG L P
+$44.7K
44,414
+6%
减持
TXN
TEXAS INSTRS INC
-$44.1K
4,882
-14%
增持
UBER
UBER TECHNOLOGIES INC
-$43.7K
21,007
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$43.3K
84,880
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$42.8K
13,877
-3%
增持
EPS
WISDOMTREE TR
+$42.5K
25,249
+0%
增持
MUB
ISHARES TR
+$41.9K
10,818
+5%
增持
EFA
ISHARES TR
-$41.5K
27,298
+0%
减持
IWB
ISHARES TR
+$41.5K
9,544
-2%
减持
VOE
VANGUARD INDEX FDS
-$37.0K
6,239
-0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$36.9K
32,378
+3%
