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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 74
减持 46
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.5M
291,909
+174%
增持
AAPL
APPLE INC
-$7.2M
279,632
+1%
增持
CTAS
CINTAS CORP
+$7.0M
44,533
+286%
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
NVDA
NVIDIA CORPORATION
-$7.0M
381,671
+6%
减持
IVV
ISHARES TR
-$6.2M
98,254
-6%
清仓
FTBD
FIDELITY MERRIMACK STR TR
-$6.2M
0
-100%
减持
AMZN
AMAZON COM INC
-$6.2M
170,149
-3%
增持
GOOGL
ALPHABET INC
-$5.1M
187,056
+4%
增持
V
VISA INC
+$5.1M
27,860
+89%
增持
MSFT
MICROSOFT CORP
-$4.2M
126,524
+3%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.0M
84,022
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.8M
74,797
减持
DAL
DELTA AIR LINES INC DEL
-$3.7M
90,871
-28%
减持
MAR
MARRIOTT INTL INC NEW
-$3.5M
28,752
-23%
增持
LLY
ELI LILLY & CO
+$3.4M
28,805
+9%
减持
ORCL
ORACLE CORP
-$3.3M
71,908
-11%
减持
PYPL
PAYPAL HLDGS INC
-$3.2M
5,612
-86%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
32,751
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.9M
18,891
+36%
增持
CRM
SALESFORCE INC
+$2.6M
40,489
+64%
减持
SPYM
SPDR SER TR
-$2.6M
472,904
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$2.5M
25,503
-11%
减持
TSLA
TESLA INC
-$2.4M
13,046
-10%
减持
IJH
ISHARES TR
-$2.4M
189,743
-12%
增持
CVX
CHEVRON CORP NEW
+$2.3M
73,253
+7%
减持
FHN
FIRST HORIZON CORPORATION
-$2.3M
30,490
-79%
减持
C
CITIGROUP INC
-$2.0M
12,548
-69%
建仓
ADBE
ADOBE INC
+$1.9M
5,082
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.9M
14,733
建仓
AIQ
GLOBAL X FDS
+$1.9M
53,240
增持
BA
BOEING CO
+$1.8M
14,501
+311%
建仓
PJAN
INNOVATOR ETFS TRUST
+$1.8M
43,907
清仓
FBUF
FIDELITY GREENWOOD STREET TR
-$1.8M
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$1.8M
10,469
减持
UPS
UNITED PARCEL SERVICE INC
-$1.8M
26,175
-29%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.7M
318,250
+24%
减持
META
META PLATFORMS INC
-$1.7M
41,649
-5%
增持
IEFA
ISHARES TR
+$1.6M
218,715
+3%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.6M
301,172
+11%
减持
INTC
INTEL CORP
-$1.5M
157,927
-38%
增持
CAT
CATERPILLAR INC
+$1.4M
8,884
+117%
减持
CAH
CARDINAL HEALTH INC
-$1.4M
58,467
-27%
减持
F
FORD MTR CO
-$1.3M
104,364
-56%
减持
CVS
CVS HEALTH CORP
-$1.2M
4,005
-88%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
23,477
增持
UBER
UBER TECHNOLOGIES INC
+$1.2M
33,318
+60%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$1.1M
262,660
+117%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
31,167
-3%
减持
SBUX
STARBUCKS CORP
-$1.1M
12,572
-51%
建仓
AOK
ISHARES TR
+$1.1M
28,707
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
54,812
+5%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.1M
172,450
+17%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.0M
172,847
+12%
减持
GOOG
ALPHABET INC
-$1.0M
27,097
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$971.3K
97,958
-28%
减持
WELL
WELLTOWER INC
+$970.5K
36,148
-0%
增持
SRLN
SSGA ACTIVE ETF TR
+$931.5K
191,559
+15%
减持
BLK
BLACKROCK INC
-$918.5K
8,214
-3%
减持
RTX
RTX CORPORATION
-$912.8K
64,719
-21%
增持
VRT
VERTIV HOLDINGS CO
-$908.7K
32,652
+14%
减持
NKE
NIKE INC
-$885.5K
3,555
-76%
增持
AMAT
APPLIED MATLS INC
+$884.2K
37,739
+34%
建仓
AOM
ISHARES TR
+$861.8K
19,641
减持
PFF
ISHARES TR
-$850.9K
65,777
-28%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$813.2K
161,729
+25%
增持
AGG
ISHARES TR
+$784.2K
82,630
+8%
增持
DVN
DEVON ENERGY CORP NEW
+$767.9K
103,657
+9%
增持
COST
COSTCO WHSL CORP NEW
+$758.3K
11,135
+4%
增持
CI
THE CIGNA GROUP
+$749.8K
10,228
+8%
减持
KMI
KINDER MORGAN INC DEL
-$702.4K
105,503
-22%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$671.2K
372,271
+10%
增持
AVLV
AMERICAN CENTY ETF TR
+$659.1K
114,339
+12%
增持
VNLA
JANUS DETROIT STR TR
+$656.4K
197,891
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$638.0K
30,173
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$626.8K
60,513
+12%
增持
—
EXXON MOBIL CORP
+$597.2K
18,252
+25%
增持
AEP
AMERICAN ELEC PWR CO INC
+$590.5K
23,305
+10%
增持
PANW
PALO ALTO NETWORKS INC
+$558.0K
37,771
+17%
建仓
NEAR
ISHARES U S ETF TR
+$551.9K
10,849
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$550.4K
96,615
-8%
建仓
USHY
ISHARES TR
+$545.4K
14,818
减持
ISRG
INTUITIVE SURGICAL INC
-$531.4K
13,944
-2%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$518.2K
73,405
+18%
增持
IJR
ISHARES TR
-$513.7K
64,294
+2%
增持
DIS
DISNEY WALT CO
-$499.6K
59,107
+4%
减持
IWF
ISHARES TR
-$487.5K
9,719
-2%
减持
QCOM
QUALCOMM INC
-$478.8K
90,185
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$474.0K
6,719
+6%
增持
CCI
CROWN CASTLE INC
+$470.3K
20,855
+11%
减持
ABBV
ABBVIE INC
+$470.2K
72,874
-12%
增持
IGSB
ISHARES TR
+$464.8K
89,005
+10%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$440.7K
9,431
+223%
减持
JNJ
JOHNSON & JOHNSON
-$440.0K
30,267
-20%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$411.7K
39,403
+12%
建仓
KLAC
KLA CORP
+$407.9K
600
减持
JPM
JPMORGAN CHASE & CO.
-$403.2K
118,956
-4%
增持
AMGN
AMGEN INC
+$388.7K
7,157
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$386.0K
109,365
-2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$380.6K
102,978
+20%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$380.4K
7,919
-2%
增持
IWS
ISHARES TR
+$372.4K
47,874
+9%
增持
IEMG
ISHARES INC
+$370.2K
40,261
+17%
增持
GD
GENERAL DYNAMICS CORP
+$363.7K
17,652
+5%
增持
NTAP
NETAPP INC
-$362.5K
21,468
+11%
增持
ALL
ALLSTATE CORP
+$360.8K
17,974
+3%
增持
VTI
VANGUARD INDEX FDS
+$359.5K
7,481
+28%
增持
PG
PROCTER AND GAMBLE CO
+$356.0K
79,758
+1%
增持
MMM
3M CO
+$344.8K
17,927
+1%
增持
PSX
PHILLIPS 66
+$344.8K
19,416
+8%
建仓
ELV
ELEVANCE HEALTH INC
+$340.1K
782
增持
CMCSA
COMCAST CORP NEW
+$338.6K
47,705
+26%
减持
MLPX
GLOBAL X FDS
-$331.2K
49,721
-14%
减持
MS
MORGAN STANLEY
-$308.0K
33,073
-0%
增持
BITB
BITWISE BITCOIN ETF TR
+$303.1K
59,623
+28%
增持
KHC
KRAFT HEINZ CO
+$301.7K
63,142
+20%
减持
EFG
ISHARES TR
-$301.3K
33,392
-11%
增持
TIP
ISHARES TR
+$298.6K
23,223
+9%
清仓
PNOV
INNOVATOR ETFS TRUST
-$297.4K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$294.5K
0
-100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$288.2K
25,437
+25%
减持
ABT
ABBOTT LABS
+$281.6K
15,528
-1%
减持
STWD
STARWOOD PPTY TR INC
-$273.4K
96,016
-16%
增持
VTV
VANGUARD INDEX FDS
+$264.6K
14,035
+10%
增持
LVHI
LEGG MASON ETF INVT
+$260.7K
44,105
+15%
增持
TFC
TRUIST FINL CORP
+$251.8K
47,639
+21%
建仓
DOW
DOW INC
+$247.7K
7,095
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$247.7K
511
增持
AVGO
BROADCOM INC
+$244.6K
37,153
+44%
建仓
PYLD
PIMCO ETF TR
+$231.1K
8,770
建仓
GE
GE AEROSPACE
+$229.7K
1,724
清仓
SMH
VANECK ETF TRUST
-$228.4K
0
-100%
建仓
SUI
SUN CMNTYS INC
+$224.5K
1,745
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$218.3K
0
-100%
增持
LQD
ISHARES TR
+$217.0K
13,444
+15%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$214.5K
323,977
+2%
减持
OC
OWENS CORNING NEW
-$212.5K
4,687
-9%
增持
DELL
DELL TECHNOLOGIES INC
-$212.2K
26,014
+16%
建仓
STLD
STEEL DYNAMICS INC
+$211.8K
1,693
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$210.8K
292,955
+0%
建仓
KR
KROGER CO
+$207.5K
3,065
清仓
IWN
ISHARES TR
-$202.6K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$200.4K
846
增持
USB
US BANCORP DEL
-$196.2K
67,623
+6%
增持
EFA
ISHARES TR
+$191.1K
26,616
+1%
减持
IWB
ISHARES TR
-$178.0K
8,552
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$176.1K
4,081
-14%
增持
GM
GENERAL MTRS CO
-$175.1K
69,917
+8%
增持
GLD
SPDR GOLD TR
+$173.1K
3,563
+1%
增持
GOVT
ISHARES TR
+$171.9K
55,159
+16%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$170.8K
0
-100%
