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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 107
减持 23
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$20.4M
390,742
+2%
增持
MSFT
MICROSOFT CORP
+$16.4M
128,490
+2%
增持
META
META PLATFORMS INC
+$8.2M
43,678
+5%
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
GS
GOLDMAN SACHS GROUP INC
+$7.6M
30,384
+19%
增持
AMZN
AMAZON COM INC
+$6.5M
177,210
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$6.1M
121,730
+2%
增持
IVV
ISHARES TR
+$5.9M
98,359
+0%
增持
ORCL
ORACLE CORP
+$5.8M
72,606
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.3M
14,885
-21%
增持
GOOGL
ALPHABET INC
+$5.1M
193,216
+3%
建仓
NVO
NOVO-NORDISK A S
+$4.8M
69,441
增持
AVGO
BROADCOM INC
+$4.6M
39,435
+6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.0M
138,267
+85%
增持
SPYM
SPDR SERIES TRUST
+$3.8M
480,481
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.4M
75,570
+6%
增持
AAPL
APPLE INC
-$3.2M
287,069
+3%
减持
JNJ
JOHNSON & JOHNSON
-$3.2M
11,833
-61%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$2.5M
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$2.3M
11,632
+11%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$2.3M
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$2.2M
52,510
-49%
增持
VRT
VERTIV HOLDINGS CO
+$2.0M
34,098
+4%
增持
IEFA
ISHARES TR
+$2.0M
222,233
+2%
增持
IVW
ISHARES TR
+$2.0M
97,490
+4%
增持
NFLX
NETFLIX INC
+$2.0M
4,525
+4%
减持
DIS
DISNEY WALT CO
-$1.9M
31,703
-46%
增持
CAH
CARDINAL HEALTH INC
+$1.8M
58,885
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
13,391
增持
AMAT
APPLIED MATLS INC
+$1.6M
38,910
+3%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
31,353
+1%
增持
IWP
ISHARES TR
+$1.6M
63,600
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.6M
326,253
+12%
增持
CVX
CHEVRON CORP NEW
-$1.6M
74,518
+2%
增持
DOW
DOW INC
+$1.6M
68,165
+861%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
30,633
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$1.5M
38,650
+2%
增持
ABBV
ABBVIE INC
-$1.4M
74,914
+3%
减持
QQQE
DIREXION SHS ETF TR
-$1.3M
6,205
-72%
增持
CSCO
CISCO SYS INC
+$1.3M
142,123
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
39,574
+19%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.2M
179,753
+4%
增持
IJH
ISHARES TR
+$1.2M
197,169
+4%
增持
CTAS
CINTAS CORP
+$1.1M
46,170
+4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.1M
355,666
+12%
增持
BKLC
BNY MELLON ETF TRUST
+$1.1M
67,389
+4%
增持
MS
MORGAN STANLEY
+$1.0M
34,756
+5%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.0M
184,806
+7%
增持
BLK
BLACKROCK INC
+$1.0M
8,373
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$1.0M
28,764
+0%
增持
DELL
DELL TECHNOLOGIES INC
+$996.2K
27,466
+6%
增持
BA
BOEING CO
+$960.4K
16,387
+13%
增持
ISRG
INTUITIVE SURGICAL INC
+$954.4K
14,465
+4%
增持
CRM
SALESFORCE INC
+$922.7K
43,230
+7%
增持
TSLA
TESLA INC
+$915.7K
13,526
+4%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$894.8K
415,564
+12%
增持
RTX
RTX CORPORATION
+$892.4K
64,820
+0%
增持
BITB
BITWISE BITCOIN ETF TR
+$869.8K
60,517
+1%
增持
QCOM
QUALCOMM INC
+$857.6K
92,370
+2%
建仓
SPDW
SPDR INDEX SHS FDS
+$853.9K
21,089
增持
AGG
ISHARES TR
+$842.6K
90,890
+10%
增持
SCHG
SCHWAB STRATEGIC TR
+$812.9K
121,583
+11%
增持
AVLV
AMERICAN CENTY ETF TR
+$808.1K
121,158
+6%
减持
VO
VANGUARD INDEX FDS
+$795.2K
42,759
-1%
增持
COST
COSTCO WHSL CORP NEW
+$781.5K
11,427
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$735.9K
4,270
+5%
建仓
AVUV
AMERICAN CENTY ETF TR
+$720.1K
7,904
增持
IJR
ISHARES TR
+$704.9K
67,967
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$661.6K
34,545
+5%
增持
PG
PROCTER AND GAMBLE CO
-$648.9K
81,242
+2%
增持
AIQ
GLOBAL X FDS
+$644.9K
59,092
+11%
减持
MRK
MERCK & CO INC
-$625.2K
53,278
-1%
增持
IWS
ISHARES TR
+$620.7K
50,336
+5%
增持
CAT
CATERPILLAR INC
+$608.7K
9,115
+3%
增持
V
VISA INC
+$607.4K
29,211
+5%
减持
IWF
ISHARES TR
+$606.9K
9,695
-0%
减持
PEP
PEPSICO INC
-$590.2K
24,875
-4%
减持
GOOG
ALPHABET INC
+$550.7K
26,969
-0%
增持
NTAP
NETAPP INC
+$540.3K
22,769
+6%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$497.9K
8,606
-60%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$492.9K
329,800
+2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$492.5K
298,686
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$488.4K
41,364
+5%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$487.3K
111,593
+8%
增持
GD
GENERAL DYNAMICS CORP
+$476.7K
18,131
+3%
增持
IEMG
ISHARES INC
+$474.9K
44,107
+10%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$468.4K
80,272
+9%
增持
RY
ROYAL BK CDA
+$452.9K
20,123
+3%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$445.1K
310,921
+3%
增持
GLW
CORNING INC
+$442.6K
53,485
+3%
增持
IVE
ISHARES TR
+$433.4K
70,068
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$433.1K
93,189
+11%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$425.3K
26,650
+13%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$418.3K
292,159
+11%
增持
LLY
ELI LILLY & CO
-$402.8K
30,002
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$400.9K
93,424
-5%
减持
VV
VANGUARD INDEX FDS
+$394.7K
14,330
-0%
增持
SRLN
SSGA ACTIVE ETF TR
+$392.4K
198,874
+4%
建仓
SMH
VANECK ETF TRUST
+$388.8K
1,394
清仓
CALF
PACER FDS TR
-$374.8K
0
-100%
增持
USB
US BANCORP DEL
+$362.6K
71,108
+5%
清仓
RODM
LATTICE STRATEGIES TR
-$343.7K
0
-100%
增持
AVSC
AMERICAN CENTY ETF TR
+$342.2K
51,608
+8%
清仓
ELV
ELEVANCE HEALTH INC
-$340.1K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$328.6K
28,386
+21%
减持
SBUX
STARBUCKS CORP
-$328.0K
9,879
-21%
减持
EFG
ISHARES TR
+$314.8K
32,625
-2%
减持
PRU
PRUDENTIAL FINL INC
-$308.6K
36,506
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$274.6K
62,978
+4%
清仓
CVS
CVS HEALTH CORP
-$271.4K
0
-100%
减持
AMGN
AMGEN INC
-$270.1K
7,019
-2%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$268.8K
5,167
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$265.2K
5,529
+10%
增持
QQQ
INVESCO QQQ TR
+$250.3K
1,098
+45%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$250.2K
2,949
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$249.4K
9,875
+5%
增持
VNLA
JANUS DETROIT STR TR
+$249.4K
202,758
+2%
增持
ADBE
ADOBE INC
+$247.2K
5,677
+12%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$245.4K
171,720
+6%
减持
MCD
MCDONALDS CORP
-$241.0K
8,934
-2%
增持
LOW
LOWES COS INC
-$237.0K
39,350
+2%
增持
UPS
UNITED PARCEL SERVICE INC
-$236.7K
26,177
+0%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$236.0K
1,860
增持
GM
GENERAL MTRS CO
+$226.9K
71,431
+2%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$226.9K
68,559
-1%
增持
NEAR
ISHARES U S ETF TR
+$225.6K
15,215
+40%
减持
DUK
DUKE ENERGY CORP NEW
-$221.7K
54,777
-0%
清仓
KRE
SPDR SER TR
-$219.8K
0
-100%
增持
IWY
ISHARES TR
+$219.2K
2,907
+23%
减持
F
FORD MTR CO
-$216.7K
76,500
-27%
减持
—
EXXON MOBIL CORP
-$216.2K
18,130
-1%
增持
WMT
WALMART INC
+$215.3K
20,394
+1%
建仓
VYM
VANGUARD WHITEHALL FDS
+$213.9K
1,604
增持
DLN
WISDOMTREE TR
+$211.2K
18,664
+12%
建仓
LDOS
LEIDOS HOLDINGS INC
+$210.8K
1,336
增持
USHY
ISHARES TR
+$210.0K
20,140
+36%
增持
EPS
WISDOMTREE TR
+$208.3K
27,144
+5%
清仓
KR
KROGER CO
-$207.5K
0
-100%
建仓
DGRO
ISHARES TR
+$206.0K
3,223
增持
EFA
ISHARES TR
+$203.9K
26,617
+0%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$202.0K
11,094
增持
VST
VISTRA CORP
+$201.3K
2,633
+0%
增持
KHC
KRAFT HEINZ CO
-$195.8K
66,832
+6%
增持
KMI
KINDER MORGAN INC DEL
+$195.1K
109,018
+3%
增持
VOO
VANGUARD INDEX FDS
+$191.9K
831
+52%
增持
TFC
TRUIST FINL CORP
+$191.5K
50,055
+5%
增持
PYLD
PIMCO ETF TR
+$162.1K
14,815
+69%
增持
CI
THE CIGNA GROUP
+$161.4K
10,667
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$158.0K
94,328
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$157.1K
37,369
+0%
增持
MMM
3M CO
+$156.0K
18,318
+2%
