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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 81
减持 44
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$8.7M
8,480
增持
AMZN
AMAZON COM INC
+$6.1M
175,670
+1%
增持
GOOGL
ALPHABET INC
+$4.6M
179,866
+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。
减持
NVDA
NVIDIA CORPORATION
+$4.4M
360,446
-1%
减持
AAPL
APPLE INC
+$4.4M
276,782
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$3.6M
123,413
+0%
增持
AVGO
BROADCOM INC
+$3.3M
25,776
+67%
建仓
VRT
VERTIV HOLDINGS CO
+$3.3M
28,749
增持
SPYM
SPDR SER TR
+$2.8M
488,666
+7%
减持
TMUS
T-MOBILE US INC
-$2.8M
4,569
-75%
减持
CAT
CATERPILLAR INC
-$2.6M
4,090
-61%
建仓
BITB
BITWISE BITCOIN ETF TR
+$2.4M
46,663
减持
INTC
INTEL CORP
-$2.3M
254,493
-20%
增持
LLY
ELI LILLY & CO
-$2.3M
26,361
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
28,638
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$2.2M
59,846
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
106,683
+72%
建仓
FBUF
FIDELITY GREENWOOD STREET TR
+$1.8M
66,262
减持
TSLA
TESLA INC
+$1.8M
14,438
-7%
减持
LULU
LULULEMON ATHLETICA INC
-$1.7M
770
-90%
建仓
TFC
TRUIST FINL CORP
+$1.7M
39,385
增持
DVN
DEVON ENERGY CORP NEW
+$1.7M
94,986
+165%
清仓
—
MEDTRONIC PLC
-$1.7M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.7M
37,083
-20%
增持
CRM
SALESFORCE INC
+$1.6M
24,648
+2%
建仓
HPQ
HP INC
+$1.6M
50,044
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$1.6M
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$1.6M
52,743
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.6M
4,720
增持
KO
COCA COLA CO
-$1.5M
193,353
+3%
增持
IEFA
ISHARES TR
-$1.4M
212,427
+1%
建仓
CMCSA
COMCAST CORP NEW
+$1.4M
37,882
清仓
DEO
DIAGEO PLC
-$1.4M
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
153,695
+18%
增持
DAL
DELTA AIR LINES INC DEL
+$1.2M
125,970
+0%
清仓
—
STELLANTIS N.V
-$1.2M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
13,899
-0%
减持
MAR
MARRIOTT INTL INC NEW
+$1.1M
37,136
-0%
增持
ABBV
ABBVIE INC
-$1.1M
83,277
+3%
增持
CSCO
CISCO SYS INC
+$1.1M
147,187
+3%
增持
CTAS
CINTAS CORP
+$1.0M
11,545
+122%
增持
DIS
DISNEY WALT CO
+$1.0M
56,878
+3%
增持
MRK
MERCK & CO INC
+$901.1K
50,213
+39%
减持
CVS
CVS HEALTH CORP
-$871.4K
33,663
-11%
增持
AGG
ISHARES TR
+$869.4K
76,259
+18%
增持
CAH
CARDINAL HEALTH INC
+$856.4K
79,977
+3%
增持
QCOM
QUALCOMM INC
-$854.4K
93,295
+4%
增持
LOW
LOWES COS INC
-$848.4K
36,294
+0%
增持
V
VISA INC
+$815.9K
14,703
+6%
增持
IVW
ISHARES TR
+$810.8K
85,793
+4%
减持
EFG
ISHARES TR
-$787.8K
37,596
-9%
增持
IJH
ISHARES TR
+$774.9K
216,041
+6%
减持
PEP
PEPSICO INC
-$761.1K
25,564
-6%
增持
COST
COSTCO WHSL CORP NEW
+$760.6K
10,666
+5%
增持
AMAT
APPLIED MATLS INC
-$721.5K
28,239
+7%
增持
GOOG
ALPHABET INC
+$702.4K
27,570
+1%
增持
IWP
ISHARES TR
+$698.7K
57,623
+2%
增持
GM
GENERAL MTRS CO
+$694.9K
65,014
+5%
增持
GOVT
ISHARES TR
+$691.5K
47,689
+177%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$683.6K
257,192
+13%
减持
AXP
AMERICAN EXPRESS CO
+$653.8K
32,127
-2%
减持
KMI
KINDER MORGAN INC DEL
+$649.5K
135,488
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$598.2K
32,355
+109%
增持
CI
THE CIGNA GROUP
-$587.7K
9,471
+2%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$577.7K
338,084
+12%
减持
AMGN
AMGEN INC
-$555.6K
7,064
-5%
增持
BKLC
BNY MELLON ETF TRUST
+$552.8K
61,741
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$550.6K
135,400
+2%
减持
FHN
FIRST HORIZON CORPORATION
+$548.7K
143,067
-5%
减持
MS
MORGAN STANLEY
+$544.8K
33,142
-5%
增持
AVLV
AMERICAN CENTY ETF TR
+$518.1K
101,795
+7%
增持
TIP
ISHARES TR
+$510.3K
21,394
+34%
增持
LQD
ISHARES TR
+$505.4K
11,645
+78%
减持
NFLX
NETFLIX INC
+$484.3K
4,440
-9%
增持
ISRG
INTUITIVE SURGICAL INC
+$447.4K
14,249
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$438.0K
112,110
+335%
增持
IVE
ISHARES TR
-$417.8K
70,149
+0%
增持
VNLA
JANUS DETROIT STR TR
+$416.8K
185,441
+5%
减持
META
META PLATFORMS INC
-$411.3K
43,850
-4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$400.6K
85,495
-6%
减持
ORCL
ORACLE CORP
-$388.7K
80,403
-1%
增持
RTX
RTX CORPORATION
-$387.0K
81,969
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$384.2K
35,210
+13%
增持
MLPX
GLOBAL X FDS
+$377.5K
57,858
+1%
增持
GD
GENERAL DYNAMICS CORP
-$374.3K
16,880
+6%
增持
FTBD
FIDELITY MERRIMACK STR TR
+$369.1K
128,500
+12%
增持
MSFT
MICROSOFT CORP
-$367.8K
122,752
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$350.8K
20,885
-3%
增持
USB
US BANCORP DEL
+$335.5K
63,794
+7%
增持
JNJ
JOHNSON & JOHNSON
-$330.1K
37,750
+6%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$318.0K
237,031
+58%
减持
F
FORD MTR CO
-$316.4K
235,060
-6%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$315.9K
7,544
增持
DELL
DELL TECHNOLOGIES INC
+$311.2K
22,417
+17%
减持
MCD
MCDONALDS CORP
-$299.1K
9,459
-5%
减持
SBUX
STARBUCKS CORP
-$294.3K
25,702
-5%
减持
—
EXXON MOBIL CORP
-$293.4K
14,627
-8%
增持
GLW
CORNING INC
+$290.9K
48,376
+9%
减持
C
CITIGROUP INC
+$287.6K
40,372
-1%
增持
PG
PROCTER AND GAMBLE CO
-$277.3K
78,952
+1%
减持
PFF
ISHARES TR
-$267.3K
91,356
-3%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$266.7K
316,515
+4%
增持
CCI
CROWN CASTLE INC
-$265.5K
18,769
+13%
减持
EFA
ISHARES TR
-$260.8K
26,246
-2%
增持
SRLN
SSGA ACTIVE ETF TR
+$259.6K
166,482
+4%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$252.5K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$249.2K
105,527
-1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$240.8K
292,399
+5%
减持
CVX
CHEVRON CORP NEW
-$240.6K
68,478
-1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$238.1K
2,918
增持
SPSB
SPDR SER TR
+$237.5K
75,710
+13%
增持
MET
METLIFE INC
+$236.0K
54,513
+6%
建仓
QUAL
ISHARES TR
+$232.2K
1,304
增持
ALL
ALLSTATE CORP
+$228.9K
17,434
+6%
清仓
PLD
PROLOGIS INC.
-$227.2K
0
-100%
减持
NKE
NIKE INC
-$225.0K
14,685
-3%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$218.3K
2,949
清仓
STLD
STEEL DYNAMICS INC
-$213.5K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$212.5K
53,828
-1%
减持
VO
VANGUARD INDEX FDS
-$210.1K
41,864
-2%
清仓
NSC
NORFOLK SOUTHN CORP
-$209.7K
0
-100%
清仓
GE
GE AEROSPACE
-$209.6K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
+$209.5K
41,279
-3%
增持
VV
VANGUARD INDEX FDS
+$208.6K
14,090
+3%
清仓
ONTO
ONTO INNOVATION INC
-$207.6K
0
-100%
减持
HYG
ISHARES TR
-$207.5K
17,156
-12%
增持
WMT
WALMART INC
+$206.6K
19,478
+1%
减持
STWD
STARWOOD PPTY TR INC
-$204.6K
114,599
-2%
清仓
MPC
MARATHON PETE CORP
-$203.6K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
-$197.0K
74,837
+95%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$186.2K
62,106
+9%
增持
IGSB
ISHARES TR
+$176.1K
81,168
+6%
减持
IJR
ISHARES TR
-$172.5K
62,810
-1%
减持
BIV
VANGUARD BD INDEX FDS
-$171.5K
33,350
-2%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$170.8K
11,094
增持
IEMG
ISHARES INC
-$168.7K
34,522
+1%
增持
XLB
SELECT SECTOR SPDR TR
-$165.7K
13,603
+0%
增持
AVSC
AMERICAN CENTY ETF TR
+$163.8K
45,045
+6%
增持
FNDX
SCHWAB STRATEGIC TR
+$163.6K
66,183
+238%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$150.2K
85,610
+7%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$148.7K
45,381
+9%
增持
SYFI
AB ACTIVE ETFS INC
+$147.8K
23,971
+22%
增持
RY
ROYAL BK CDA
+$142.5K
17,576
+11%
减持
ISTB
ISHARES TR
-$140.1K
32,386
-7%
减持
FITB
FIFTH THIRD BANCORP
-$139.7K
5,458
-37%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$137.4K
70,182
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$135.9K
36,123
+0%
减持
HD
HOME DEPOT INC
-$135.0K
4,702
-3%
增持
DTD
WISDOMTREE TR
+$125.8K
10,175
+21%
减持
VNQ
VANGUARD INDEX FDS
-$120.2K
12,721
-1%
