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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 115
减持 20
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$18.5M
429,786
+10%
增持
AAPL
APPLE INC
+$14.9M
289,888
+1%
增持
GOOGL
ALPHABET INC
+$13.7M
196,300
+2%
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
IVV
ISHARES TR
+$8.2M
103,445
+5%
增持
ORCL
ORACLE CORP
+$4.7M
73,217
+1%
增持
ABBV
ABBVIE INC
+$3.9M
76,854
+3%
增持
SPYM
SPDR SERIES TRUST
+$3.8M
493,727
+3%
增持
MSFT
MICROSOFT CORP
+$3.5M
130,160
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$3.4M
122,663
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.9M
30,585
+1%
增持
AVGO
BROADCOM INC
+$2.4M
40,303
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
79,286
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
37,498
+9%
建仓
JAAA
JANUS DETROIT STR TR
+$2.1M
40,588
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.8M
151,833
+10%
增持
INTC
INTEL CORP
+$1.8M
161,268
+0%
减持
GOOG
ALPHABET INC
+$1.7M
26,771
-1%
增持
RTX
RTX CORPORATION
+$1.7M
66,704
+3%
增持
IJH
ISHARES TR
+$1.6M
212,363
+8%
增持
LOW
LOWES COS INC
+$1.5M
40,795
+4%
减持
GLW
CORNING INC
+$1.5M
52,583
-2%
减持
TSLA
TESLA INC
+$1.4M
12,771
-6%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
359,953
+9%
增持
BLK
BLACKROCK INC
+$1.3M
8,616
+3%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.2M
17,030
+4%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.2M
331,134
+7%
增持
QCOM
QUALCOMM INC
+$1.1M
95,245
+3%
增持
CVX
CHEVRON CORP NEW
+$1.1M
75,967
+2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.1M
317,886
+6%
增持
AMZN
AMAZON COM INC
+$1.0M
181,746
+3%
增持
CRM
SALESFORCE INC
-$1.0M
45,422
+5%
增持
IEFA
ISHARES TR
+$1.0M
224,195
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$1.0M
60,362
+10%
增持
GD
GENERAL DYNAMICS CORP
+$992.7K
18,419
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$974.0K
16,268
+9%
增持
AMAT
APPLIED MATLS INC
+$960.4K
39,482
+1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$941.6K
181,672
+1%
减持
IVW
ISHARES TR
+$937.3K
96,678
-1%
增持
VNLA
JANUS DETROIT STR TR
+$925.5K
221,165
+9%
增持
IJR
ISHARES TR
+$918.0K
70,236
+3%
增持
NVO
NOVO-NORDISK A S
-$905.8K
70,049
+1%
增持
MLPX
GLOBAL X FDS
+$900.9K
64,826
+28%
增持
ISRG
INTUITIVE SURGICAL INC
-$899.8K
15,563
+8%
增持
GM
GENERAL MTRS CO
+$880.8K
72,100
+1%
减持
WELL
WELLTOWER INC
+$833.7K
35,654
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$830.0K
7,074
+2%
增持
CAT
CATERPILLAR INC
+$815.6K
9,125
+0%
增持
VRT
VERTIV HOLDINGS CO
+$814.0K
34,420
+1%
增持
IVE
ISHARES TR
+$805.7K
70,207
+0%
增持
VO
VANGUARD INDEX FDS
+$789.2K
43,421
+2%
增持
LLY
ELI LILLY & CO
+$769.5K
31,661
+6%
减持
NFLX
NETFLIX INC
-$742.4K
4,435
-2%
增持
HD
HOME DEPOT INC
+$700.7K
6,003
+27%
减持
CAH
CARDINAL HEALTH INC
-$699.3K
58,571
-1%
增持
DAL
DELTA AIR LINES INC DEL
+$696.7K
84,474
+1%
增持
—
EXXON MOBIL CORP
+$645.4K
23,059
+27%
增持
AVLV
AMERICAN CENTY ETF TR
+$635.4K
123,160
+2%
减持
BKLC
BNY MELLON ETF TRUST
+$634.2K
67,106
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$566.3K
5,790
+5%
增持
DELL
DELL TECHNOLOGIES INC
+$561.1K
27,710
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$530.6K
211,684
+6%
增持
KMI
KINDER MORGAN INC DEL
+$523.6K
131,711
+21%
增持
IGSB
ISHARES TR
+$485.5K
99,984
+10%
增持
PFE
PFIZER INC
+$446.5K
132,248
+10%
建仓
BE
BLOOM ENERGY CORP
+$442.9K
5,237
增持
IEMG
ISHARES INC
+$430.0K
46,689
+6%
增持
AIQ
GLOBAL X FDS
+$429.4K
60,966
+3%
增持
CTAS
CINTAS CORP
-$427.2K
48,050
+4%
增持
IWS
ISHARES TR
+$420.4K
50,632
+1%
增持
KO
COCA COLA CO
-$412.9K
174,155
+3%
减持
IWF
ISHARES TR
+$403.4K
9,649
-0%
增持
FENI
FIDELITY COVINGTON TRUST
+$403.1K
185,650
+0%
增持
PSX
PHILLIPS 66
+$393.5K
20,758
+2%
建仓
IAU
ISHARES GOLD TR
+$391.3K
5,377
减持
AXP
AMERICAN EXPRESS CO
+$384.7K
31,268
-0%
减持
JNJ
JOHNSON & JOHNSON
+$384.3K
11,821
-0%
增持
VUG
VANGUARD INDEX FDS
+$379.3K
8,139
+1%
清仓
IWR
ISHARES TR
-$377.9K
0
-100%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$370.7K
113,302
+2%
增持
META
META PLATFORMS INC
+$367.2K
44,399
+2%
增持
CI
THE CIGNA GROUP
-$334.1K
11,075
+4%
增持
RY
ROYAL BK CDA
+$333.3K
20,232
+1%
减持
IWB
ISHARES TR
-$327.1K
7,051
-18%
增持
USB
US BANCORP DEL
+$325.7K
73,315
+3%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$325.4K
365,726
+3%
增持
NTAP
NETAPP INC
+$325.0K
23,224
+2%
增持
COST
COSTCO WHSL CORP NEW
-$309.1K
11,887
+4%
增持
AVSC
AMERICAN CENTY ETF TR
+$305.5K
51,824
+0%
增持
AGG
ISHARES TR
+$298.2K
92,912
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$297.1K
30,950
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$292.4K
99,035
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$289.9K
98,576
+6%
增持
PEP
PEPSICO INC
+$287.4K
25,434
+2%
增持
HPQ
HP INC
+$278.9K
69,705
+5%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$276.8K
82,133
+2%
增持
DIS
DISNEY WALT CO
-$274.4K
31,939
+1%
增持
ALL
ALLSTATE CORP
+$272.2K
18,467
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$271.7K
40,178
+4%
增持
MRK
MERCK & CO INC
+$270.6K
53,474
+0%
增持
BITB
BITWISE BITCOIN ETF TR
+$269.6K
61,319
+1%
减持
COIN
COINBASE GLOBAL INC
-$246.4K
11,350
-2%
建仓
CL
COLGATE PALMOLIVE CO
+$245.2K
3,068
建仓
GEV
GE VERNOVA INC
+$244.8K
398
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$243.5K
27,180
+2%
增持
IWP
ISHARES TR
+$241.6K
63,631
+0%
建仓
FETH
FIDELITY ETHEREUM FD
+$238.4K
5,737
建仓
MPC
MARATHON PETE CORP
+$233.4K
1,211
清仓
—
ACCENTURE PLC IRELAND
-$226.8K
0
-100%
增持
MET
METLIFE INC
+$225.0K
59,737
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$223.5K
327,630
+0%
增持
DVN
DEVON ENERGY CORP NEW
+$223.0K
54,004
+3%
建仓
IWN
ISHARES TR
+$218.8K
1,237
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$209.5K
750
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$208.1K
424,447
+2%
建仓
NEM
NEWMONT CORP
+$204.6K
2,427
清仓
SOFI
SOFI TECHNOLOGIES INC
-$202.0K
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$200.5K
49,638
+8%
增持
IWM
ISHARES TR
+$195.8K
7,445
+0%
增持
PG
PROCTER AND GAMBLE CO
+$192.6K
85,493
+5%
增持
TIP
ISHARES TR
+$190.8K
25,838
+6%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$189.9K
7,557
-1%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$189.7K
15,549
增持
VTI
VANGUARD INDEX FDS
+$188.6K
7,503
+0%
增持
CSCO
CISCO SYS INC
+$186.1K
146,837
+3%
减持
UBER
UBER TECHNOLOGIES INC
+$184.5K
39,571
-0%
建仓
VLY
VALLEY NATL BANCORP
+$181.6K
17,133
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$180.8K
10,998
-18%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$176.8K
37,376
+0%
增持
TFC
TRUIST FINL CORP
+$175.9K
50,914
+2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$170.3K
95,810
+3%
减持
ABT
ABBOTT LABS
-$167.6K
14,553
-6%
减持
C
CITIGROUP INC
+$158.6K
10,516
-2%
增持
SYFI
AB ACTIVE ETFS INC
+$157.2K
35,953
+13%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$153.1K
4,747
+11%
增持
DOW
DOW INC
-$141.2K
72,560
+6%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$140.3K
25,985
+3%
增持
CMCSA
COMCAST CORP NEW
-$140.1K
52,814
+5%
增持
UPS
UNITED PARCEL SERVICE INC
-$137.5K
29,986
+15%
增持
VTV
VANGUARD INDEX FDS
+$137.0K
14,036
+0%
增持
EPS
WISDOMTREE TR
+$135.3K
27,165
+0%
增持
MCD
MCDONALDS CORP
+$135.2K
9,034
+1%
减持
SBUX
STARBUCKS CORP
-$129.5K
9,169
-7%
增持
GE
GE AEROSPACE
+$125.6K
1,404
+22%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$121.2K
294,238
+1%
增持
BA
BOEING CO
+$118.2K
16,456
+0%
增持
AOK
ISHARES TR
+$115.2K
33,333
+6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$114.0K
28,829
+2%
增持
LVHI
LEGG MASON ETF INVT
+$113.9K
48,339
+0%
增持
WMT
WALMART INC
+$111.8K
20,435
+0%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$110.2K
16,831
-19%
