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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 53
减持 50
清仓 39
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$23.6M
66,601
-36%
减持
IEFA
ISHARES TR
-$11.9M
85,556
-62%
减持
VO
VANGUARD INDEX FDS
-$11.8M
3,124
-93%
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
GOOGL
ALPHABET INC
+$10.4M
185,673
-5%
减持
LLY
ELI LILLY & CO
+$9.4M
31,195
-1%
减持
ORCL
ORACLE CORP
-$8.0M
64,562
-12%
减持
MSFT
MICROSOFT CORP
-$5.7M
127,557
-2%
减持
CTAS
CINTAS CORP
-$4.7M
27,374
-43%
清仓
VV
VANGUARD INDEX FDS
-$4.4M
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$4.4M
0
-100%
减持
META
META PLATFORMS INC
-$4.0M
43,387
-2%
减持
AAPL
APPLE INC
+$3.7M
285,063
-2%
减持
NVDA
NVIDIA CORPORATION
-$3.5M
411,012
-4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.5M
65,503
-57%
减持
VUG
VANGUARD INDEX FDS
-$3.5M
773
-91%
清仓
IEMG
ISHARES INC
-$3.1M
0
-100%
清仓
TIP
ISHARES TR
-$2.9M
0
-100%
减持
CRM
SALESFORCE INC
-$2.7M
30,489
-33%
清仓
BIV
VANGUARD BD INDEX FDS
-$2.6M
0
-100%
减持
CAH
CARDINAL HEALTH INC
+$2.6M
57,515
-2%
清仓
IWB
ISHARES TR
-$2.6M
0
-100%
减持
IVW
ISHARES TR
-$2.5M
74,034
-23%
清仓
EFA
ISHARES TR
-$2.5M
0
-100%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.5M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$2.3M
1,480
-89%
减持
COIN
COINBASE GLOBAL INC
-$2.3M
6,821
-40%
减持
GS
GOLDMAN SACHS GROUP INC
+$2.1M
30,070
-2%
清仓
JAAA
JANUS DETROIT STR TR
-$2.1M
0
-100%
减持
IVE
ISHARES TR
-$2.0M
58,800
-16%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$2.0M
0
-100%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.9M
372,037
+12%
清仓
HPQ
HP INC
-$1.9M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.9M
85,539
+36%
清仓
KHC
KRAFT HEINZ CO
-$1.8M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$1.7M
0
-100%
增持
SBUX
STARBUCKS CORP
+$1.7M
29,803
+225%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.7M
15,327
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
67,807
-14%
清仓
ISTB
ISHARES TR
-$1.7M
0
-100%
增持
HON
HONEYWELL INTL INC
+$1.7M
11,253
+344%
减持
AMZN
AMAZON COM INC
+$1.7M
180,060
-1%
减持
GOOG
ALPHABET INC
+$1.7M
26,042
-3%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.6M
400,080
+11%
增持
MAR
MARRIOTT INTL INC NEW
+$1.6M
30,537
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.6M
251,506
+19%
清仓
BSV
VANGUARD BD INDEX FDS
-$1.5M
0
-100%
减持
IWM
ISHARES TR
-$1.5M
1,152
-85%
清仓
VB
VANGUARD INDEX FDS
-$1.4M
0
-100%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$1.4M
231,516
+33%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
增持
NFLX
NETFLIX INC
-$1.4M
41,787
+842%
减持
GM
GENERAL MTRS CO
+$1.3M
70,288
-3%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.3M
346,946
+9%
增持
CSCO
CISCO SYS INC
+$1.3M
147,410
+0%
清仓
SYFI
AB ACTIVE ETFS INC
-$1.3M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$1.3M
31,952
-19%
减持
TSLA
TESLA INC
-$1.3M
9,834
-23%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.2M
12,538
-26%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
31,326
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$1.2M
38,019
-5%
增持
DAL
DELTA AIR LINES INC DEL
+$1.2M
85,711
+1%
增持
IJR
ISHARES TR
+$1.2M
79,046
+13%
增持
MRK
MERCK & CO INC
+$1.1M
53,543
+0%
清仓
SCHB
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.1M
11,454
-4%
清仓
IJJ
ISHARES TR
-$1.1M
0
-100%
减持
EFG
ISHARES TR
-$1.1M
22,721
-30%
清仓
EEM
ISHARES TR
-$1.1M
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$1.1M
0
-100%
减持
HYG
ISHARES TR
-$1.0M
4,528
-74%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
20,163
+24%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$1.0M
160,988
-11%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$991.6K
0
-100%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$926.6K
0
-100%
增持
KO
COCA COLA CO
+$888.6K
177,922
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$885.1K
34,176
+14%
增持
F
FORD MTR CO
+$861.1K
131,062
+83%
清仓
IJK
ISHARES TR
-$849.1K
0
-100%
减持
RTX
RTX CORPORATION
+$846.5K
65,475
-2%
增持
PG
PROCTER AND GAMBLE CO
-$846.4K
85,756
+0%
减持
AIQ
GLOBAL X FDS
-$814.1K
43,198
-29%
减持
JPM
JPMORGAN CHASE & CO.
+$809.4K
122,591
-0%
减持
SPYM
SPDR SERIES TRUST
+$796.6K
492,086
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$794.8K
112,678
+14%
减持
AMAT
APPLIED MATLS INC
+$770.1K
34,452
-13%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$758.6K
360,568
+23%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$743.5K
31,992
+3%
清仓
CNDT
CONDUENT INC
-$733.7K
0
-100%
增持
QCOM
QUALCOMM INC
+$724.4K
96,869
+2%
增持
BITB
BITWISE BITCOIN ETF TR
-$718.2K
65,119
+6%
增持
BLK
BLACKROCK INC
-$672.5K
8,756
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$664.8K
33,639
+74%
增持
PRU
PRUDENTIAL FINL INC
+$648.8K
41,018
+7%
增持
PFF
ISHARES TR
+$610.7K
84,584
+33%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$601.3K
38,877
+35%
增持
STWD
STARWOOD PPTY TR INC
+$568.7K
135,420
+40%
增持
FBND
FIDELITY MERRIMACK STR TR
+$568.7K
341,405
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$563.1K
5,818
+0%
减持
MS
MORGAN STANLEY
+$501.7K
33,946
-2%
增持
AVLV
AMERICAN CENTY ETF TR
+$494.9K
123,986
+1%
增持
RY
ROYAL BK CDA
+$487.4K
20,341
+1%
清仓
IJS
ISHARES TR
-$478.2K
0
-100%
清仓
FISV
FISERV INC
-$471.0K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$465.9K
0
-100%
增持
USB
US BANCORP DEL
+$462.6K
75,074
+2%
清仓
RWR
SPDR SERIES TRUST
-$457.2K
0
-100%
增持
AMGN
AMGEN INC
+$443.4K
7,212
+6%
增持
V
VISA INC
+$442.8K
31,051
+1%
清仓
IJT
ISHARES TR
-$441.3K
0
-100%
建仓
FTNT
FORTINET INC
+$434.2K
5,468
增持
CVX
CHEVRON CORP NEW
+$412.0K
80,106
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$408.2K
43,150
+1%
建仓
MFC
MANULIFE FINL CORP
+$407.1K
11,221
增持
DELL
DELL TECHNOLOGIES INC
-$382.7K
28,167
+2%
减持
NVO
NOVO-NORDISK A S
-$379.5K
68,937
-2%
减持
HD
HOME DEPOT INC
-$369.6K
5,995
-0%
减持
AVGO
BROADCOM INC
+$353.0K
39,438
-2%
减持
IJH
ISHARES TR
-$348.1K
204,707
-4%
增持
IWP
ISHARES TR
-$345.4K
63,650
+0%
减持
CAT
CATERPILLAR INC
+$342.5K
8,199
-10%
建仓
RKLB
ROCKET LAB CORP
+$341.6K
4,897
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$323.5K
379,162
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$321.2K
35,433
+49%
建仓
VBR
VANGUARD INDEX FDS
+$318.5K
1,504
建仓
FSLR
FIRST SOLAR INC
+$317.6K
1,216
减持
INTC
INTEL CORP
-$314.2K
138,113
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$300.6K
3,075
-32%
建仓
—
NORDIC AMERICAN TANKERS LIMI
+$298.3K
86,703
建仓
POCT
INNOVATOR ETFS TRUST
+$293.6K
6,685
增持
C
CITIGROUP INC
+$292.8K
11,656
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$290.1K
3,195
+88%
减持
VRT
VERTIV HOLDINGS CO
+$281.6K
33,789
-2%
增持
TFC
TRUIST FINL CORP
+$266.5K
52,719
+4%
清仓
VBK
VANGUARD INDEX FDS
-$264.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$260.9K
11,852
+0%
增持
DIS
DISNEY WALT CO
+$250.9K
34,350
+8%
建仓
BBY
BEST BUY INC
+$249.6K
3,729
清仓
GEV
GE VERNOVA INC
-$244.8K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
-$243.9K
7,132
+1%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$242.3K
0
-100%
减持
WELL
WELLTOWER INC
+$238.9K
35,506
-0%
清仓
FETH
FIDELITY ETHEREUM FD
-$238.4K
0
-100%
增持
AGG
ISHARES TR
+$238.1K
95,641
+3%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$235.1K
437,138
+3%
清仓
VTIP
VANGUARD MALVERN FDS
-$233.9K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$233.4K
0
-100%
减持
GLD
SPDR GOLD TR
-$232.5K
2,609
-27%
增持
DOW
DOW INC
+$227.4K
80,892
+11%
