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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 33
增持 75
减持 37
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IJH
ISHARES TR
+$12.1M
203,573
+1935%
增持
SPYM
SPDR SER TR
+$10.3M
457,036
+43%
清仓
—
BLACKROCK INC
-$7.8M
0
-100%
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。
减持
QCOM
QUALCOMM INC
-$7.4M
89,306
-21%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$6.3M
130,792
+402%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$5.4M
227,462
+554%
增持
BKLC
BNY MELLON ETF TRUST
+$5.1M
58,105
+362%
增持
AVLV
AMERICAN CENTY ETF TR
+$5.0M
95,379
+374%
增持
AGG
ISHARES TR
+$4.9M
64,383
+293%
增持
FTBD
FIDELITY MERRIMACK STR TR
+$4.9M
115,218
+497%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$4.9M
302,183
+505%
减持
AAPL
APPLE INC
+$4.8M
278,746
-2%
增持
IVW
ISHARES TR
+$4.7M
82,504
+141%
增持
COST
COSTCO WHSL CORP NEW
+$4.5M
10,165
+93%
减持
NVDA
NVIDIA CORPORATION
-$4.4M
362,286
-7%
增持
META
META PLATFORMS INC
+$4.1M
45,570
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.1M
30,887
+24%
增持
CSCO
CISCO SYS INC
+$3.7M
143,267
+75%
减持
GOOGL
ALPHABET INC
-$3.7M
177,532
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.4M
57,352
-27%
减持
IVV
ISHARES TR
-$3.4M
106,533
-10%
增持
FENI
FIDELITY COVINGTON TRUST
+$3.3M
134,079
+384%
建仓
KMI
KINDER MORGAN INC DEL
+$3.1M
138,652
减持
STWD
STARWOOD PPTY TR INC
-$3.0M
116,595
-59%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$3.0M
279,067
+24%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$2.9M
61,916
建仓
PFE
PFIZER INC
+$2.9M
99,892
增持
UPS
UNITED PARCEL SERVICE INC
+$2.7M
46,434
+77%
减持
MCD
MCDONALDS CORP
-$2.7M
9,987
-56%
增持
ORCL
ORACLE CORP
+$2.7M
80,910
+3%
建仓
SCHG
SCHWAB STRATEGIC TR
+$2.7M
25,787
增持
IWS
ISHARES TR
+$2.7M
42,032
+76%
增持
IWP
ISHARES TR
+$2.7M
56,314
+58%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$2.6M
57,214
+369%
增持
PG
PROCTER AND GAMBLE CO
+$2.5M
78,024
+17%
减持
CVX
CHEVRON CORP NEW
-$2.5M
68,982
-15%
建仓
COWZ
PACER FDS TR
+$2.4M
41,635
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.3M
64,139
减持
EFG
ISHARES TR
-$2.3M
41,136
-38%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.3M
80,235
+351%
建仓
DELL
DELL TECHNOLOGIES INC
+$2.3M
19,168
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$2.0M
260,281
+14%
建仓
SPSB
SPDR SER TR
+$2.0M
66,815
建仓
QQQE
DIREXION SHS ETF TR
+$2.0M
21,772
增持
AVGO
BROADCOM INC
+$1.9M
15,462
+3190%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.9M
305,406
+13%
增持
AVSC
AMERICAN CENTY ETF TR
+$1.8M
42,296
+360%
增持
VNLA
JANUS DETROIT STR TR
+$1.8M
176,450
+25%
减持
CVS
CVS HEALTH CORP
-$1.8M
37,890
-46%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.7M
50,740
增持
IEFA
ISHARES TR
+$1.6M
209,804
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
31,361
+0%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.5M
66,016
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$1.5M
19,110
+407%
清仓
CAG
CONAGRA BRANDS INC
-$1.4M
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$1.4M
19,560
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$1.4M
21,670
减持
PRU
PRUDENTIAL FINL INC
-$1.3M
35,666
-26%
减持
AXP
AMERICAN EXPRESS CO
+$1.2M
32,748
-1%
减持
ABBV
ABBVIE INC
+$1.1M
80,472
-6%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.1M
10,985
减持
CAH
CARDINAL HEALTH INC
-$1.1M
77,836
-21%
减持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
28,615
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
13,952
+1%
建仓
LVHI
LEGG MASON ETF INVT
+$1.1M
34,009
增持
TSLA
TESLA INC
+$1.0M
15,490
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.0M
123,325
-0%
减持
IJR
ISHARES TR
-$1.0M
63,350
-20%
建仓
GCOW
PACER FDS TR
+$969.0K
26,556
减持
LOW
LOWES COS INC
+$960.1K
36,204
-10%
减持
LLY
ELI LILLY & CO
-$955.0K
25,530
-2%
减持
MLPX
GLOBAL X FDS
-$932.2K
57,439
-28%
增持
PYPL
PAYPAL HLDGS INC
+$929.8K
42,467
+3%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$927.2K
20,284
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$924.7K
26,580
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$897.7K
29,773
减持
RTX
RTX CORPORATION
+$852.7K
81,482
-9%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$841.4K
8,579
减持
WELL
WELLTOWER INC
+$824.3K
36,311
-1%
增持
AMAT
APPLIED MATLS INC
-$794.3K
26,300
+2%
减持
KO
COCA COLA CO
+$782.7K
188,008
-6%
增持
ISRG
INTUITIVE SURGICAL INC
+$723.0K
14,228
+1%
建仓
SYFI
AB ACTIVE ETFS INC
+$707.2K
19,672
增持
JNJ
JOHNSON & JOHNSON
+$698.5K
35,725
+3%
建仓
SCHD
SCHWAB STRATEGIC TR
+$695.7K
8,230
增持
MET
METLIFE INC
+$691.2K
51,256
+2%
增持
CAT
CATERPILLAR INC
+$682.7K
10,412
+2%
增持
AMZN
AMAZON COM INC
-$661.8K
173,853
+2%
增持
SRLN
SSGA ACTIVE ETF TR
+$658.7K
160,146
+11%
建仓
DTD
WISDOMTREE TR
+$646.1K
8,426
增持
TMUS
T-MOBILE US INC
+$637.1K
18,476
+3%
增持
IGSB
ISHARES TR
+$625.7K
76,345
+15%
减持
GOOG
ALPHABET INC
-$615.8K
27,203
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$608.9K
5,760
+3%
建仓
IWY
ISHARES TR
+$592.0K
2,690
增持
CRM
SALESFORCE INC
+$579.7K
24,099
+3%
增持
MMM
3M CO
+$567.2K
16,186
+1%
减持
MRK
MERCK & CO INC
-$565.2K
36,052
-4%
增持
DAL
DELTA AIR LINES INC DEL
+$562.4K
125,942
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$536.0K
37,182
+3%
减持
IVE
ISHARES TR
+$528.6K
70,030
-4%
减持
SBUX
STARBUCKS CORP
+$526.8K
27,076
-0%
建仓
CALF
PACER FDS TR
+$515.3K
11,077
增持
INTC
INTEL CORP
+$513.3K
317,633
+42%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$504.3K
41,692
+29%
减持
ALL
ALLSTATE CORP
+$485.3K
16,516
-0%
增持
F
FORD MTR CO
-$480.3K
250,332
+0%
减持
VO
VANGUARD INDEX FDS
+$472.0K
42,708
-4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$463.0K
91,370
+8%
增持
USB
US BANCORP DEL
+$450.5K
59,388
+4%
增持
CCI
CROWN CASTLE INC
+$397.2K
16,598
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$358.8K
3,968
+5%
增持
—
STELLANTIS N.V
-$344.4K
82,083
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$342.9K
31,066
+2%
增持
RY
ROYAL BK CDA
+$318.4K
15,839
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$314.6K
132,826
-13%
增持
AEP
AMERICAN ELEC PWR CO INC
+$310.3K
18,756
+2%
清仓
—
AON PLC
-$301.8K
0
-100%
增持
HD
HOME DEPOT INC
+$297.5K
4,847
+0%
增持
WMT
WALMART INC
+$292.0K
19,235
+3%
增持
GLW
CORNING INC
+$291.9K
44,472
+1%
增持
GD
GENERAL DYNAMICS CORP
+$291.2K
15,956
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$276.4K
15,474
+5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$272.3K
106,204
-9%
增持
—
MEDTRONIC PLC
+$269.0K
18,609
+4%
减持
BA
BOEING CO
-$265.1K
3,333
-21%
增持
MS
MORGAN STANLEY
+$259.6K
34,745
+0%
清仓
INFL
LISTED FD TR
-$258.2K
0
-100%
建仓
YUMC
YUM CHINA HLDGS INC
+$255.7K
5,680
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$250.7K
24,082
+20%
建仓
PSEP
INNOVATOR ETFS TRUST
+$244.5K
6,347
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$240.0K
1,913
建仓
SMH
VANECK ETF TRUST
+$226.6K
923
增持
DVN
DEVON ENERGY CORP NEW
-$220.8K
35,900
+5%
建仓
NSC
NORFOLK SOUTHN CORP
+$209.7K
844
建仓
GE
GE AEROSPACE
+$209.6K
1,111
增持
NKE
NIKE INC
+$208.2K
15,115
+1%
建仓
LNT
ALLIANT ENERGY CORP
+$207.7K
3,422
建仓
IWN
ISHARES TR
+$205.9K
1,234
清仓
VLO
VALERO ENERGY CORP
-$201.6K
0
-100%
增持
DLN
WISDOMTREE TR
+$191.0K
16,108
+9%
增持
V
VISA INC
+$183.5K
13,933
+0%
增持
VTV
VANGUARD INDEX FDS
+$180.9K
12,756
+0%
增持
MSFT
MICROSOFT CORP
-$180.4K
121,096
+4%
减持
VNQ
VANGUARD INDEX FDS
+$171.2K
12,866
-0%
增持
CTAS
CINTAS CORP
+$161.9K
5,204
+301%
增持
DEO
DIAGEO PLC
+$161.1K
9,620
+2%
减持
ABT
ABBOTT LABS
+$159.4K
16,084
-0%
减持
XLB
SELECT SECTOR SPDR TR
-$158.7K
13,595
-18%
减持
NTAP
NETAPP INC
-$141.8K
17,831
-2%
