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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 61
减持 66
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$12.9M
131,743
+3%
减持
SPYM
SPDR SERIES TRUST
-$7.5M
417,266
-15%
减持
NVDA
NVIDIA CORPORATION
-$7.4M
397,226
-3%
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
LLY
ELI LILLY & CO
-$6.5M
29,431
-6%
减持
IVV
ISHARES TR
-$6.4M
60,055
-10%
增持
IJR
ISHARES TR
+$6.4M
127,678
+62%
减持
GOOGL
ALPHABET INC
-$6.3M
180,049
-3%
增持
FDVV
FIDELITY COVINGTON TRUST
+$5.6M
105,712
+2039%
增持
AAPL
APPLE INC
-$5.0M
285,635
+0%
减持
IVE
ISHARES TR
-$4.9M
35,833
-39%
增持
FTNT
FORTINET INC
+$4.6M
61,556
+1026%
增持
XLE
SELECT SECTOR SPDR TR
+$4.5M
80,871
+666%
减持
CVX
CHEVRON CORPORATION
+$4.2M
79,523
-1%
建仓
FESM
FIDELITY COVINGTON TRUST
+$4.2M
110,681
建仓
FEOE
RBB FUND TRUST
+$3.8M
76,070
减持
JPM
JPMORGAN CHASE & CO
-$3.8M
121,421
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.6M
37,811
+252%
减持
INTC
INTEL CORP
-$3.5M
37,097
-73%
增持
META
META PLATFORMS INC
-$3.3M
44,272
+2%
减持
ORCL
ORACLE CORP
-$3.3M
63,069
-2%
增持
QCOM
QUALCOMM INC
-$3.2M
103,820
+7%
减持
GS
GOLDMAN SACHS GROUP INC
-$3.0M
27,750
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.8M
57,551
-15%
减持
VRT
VERTIV HOLDINGS CO
+$2.8M
33,030
-2%
增持
PYLD
PIMCO ETF TR
+$2.6M
116,089
+579%
减持
AMAT
APPLIED MATLS INC
+$2.6M
33,422
-3%
增持
AMZN
AMAZON COM INC
-$2.5M
187,457
+4%
减持
CRM
SALESFORCE INC
-$2.4M
30,470
-0%
减持
AVSC
AMERICAN CENTY ETF TR
-$2.4M
11,090
-79%
减持
GLW
CORNING INC
+$2.2M
49,433
-4%
减持
AXP
AMERICAN EXPRESS CO
-$2.1M
31,318
-0%
减持
AVGO
BROADCOM INC
-$2.1M
37,380
-5%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$1.9M
340,507
-22%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$1.8M
8,961
-67%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.7M
15,162
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
32,208
+1%
增持
DOW
DOW HLDGS INC
+$1.6M
84,584
+5%
减持
IVW
ISHARES TR
-$1.5M
67,590
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
20,087
-0%
增持
PSX
PHILLIPS 66
+$1.2M
21,413
+1%
增持
DELL
DELL TECHNOLOGIES INC
+$1.2M
28,622
+2%
增持
—
EXXON MOBIL CORP
+$1.1M
22,114
+0%
减持
CAT
CATERPILLAR INC
+$1.0M
8,098
-1%
增持
IJH
ISHARES TR
+$1.0M
215,419
+5%
清仓
GLD
SPDR GOLD TR
-$1.0M
0
-100%
减持
KO
COCA COLA CO
+$1.0M
177,125
-0%
减持
RTX
RTX CORPORATION
-$1.0M
56,937
-13%
增持
PG
PROCTER & GAMBLE CO
+$1.0M
92,147
+7%
减持
PANW
PALO ALTO NETWORKS INC
-$968.6K
37,640
-1%
增持
MLPX
GLOBAL X FDS
+$964.7K
68,328
+1%
减持
ABBV
ABBVIE INC
-$939.9K
77,387
-0%
增持
V
VISA INC
-$898.6K
33,057
+6%
增持
KMI
KINDER MORGAN INC DEL
+$879.9K
142,901
+0%
减持
IEFA
ISHARES TR
-$878.1K
74,845
-13%
增持
DUK
DUKE ENERGY CORP NEW
+$860.8K
62,124
+0%
减持
CAH
CARDINAL HEALTH INC
-$820.4K
52,052
-9%
减持
BKLC
BNY MELLON ETF TRUST
-$811.6K
63,270
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$806.2K
100,680
-3%
减持
MRK
MERCK & CO INC
+$771.5K
53,267
-1%
减持
GOOG
ALPHABET INC
-$767.5K
25,812
-1%
减持
CTAS
CINTAS CORP
-$764.3K
25,918
-5%
减持
NOC
NORTHROP GRUMMAN CORP
+$761.4K
7,077
-1%
增持
NVO
NOVO-NORDISK A S
-$761.1K
74,733
+8%
增持
BLK
BLACKROCK INC
-$734.7K
8,982
+3%
增持
TSLA
TESLA INC
-$732.9K
9,926
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$726.5K
360,474
+6%
减持
VTI
VANGUARD INDEX FDS
-$724.1K
5,579
-26%
增持
PFE
PFIZER INC
+$699.9K
151,013
+6%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$697.2K
7,057
-52%
减持
F
FORD MTR CO
-$693.3K
88,929
-32%
减持
DVN
DEVON ENERGY CORP NEW
+$682.6K
52,150
-2%
增持
BITB
BITWISE BITCOIN ETF TR
-$664.7K
66,079
+1%
减持
DIS
DISNEY WALT CO
-$663.8K
33,661
-2%
增持
ADBE
ADOBE INC
-$644.5K
6,114
+0%
减持
GM
GENERAL MTRS CO
-$595.2K
68,733
-2%
增持
NFLX
NETFLIX INC.
+$588.3K
46,867
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$583.9K
38,234
+2%
减持
IWF
ISHARES TR
-$489.4K
9,548
-1%
增持
JNJ
JOHNSON & JOHNSON
+$480.6K
12,000
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$470.1K
1,391
减持
ABT
ABBOTT LABORATORIES
-$469.2K
13,037
-10%
减持
COST
COSTCO WHOLESALE CORPORATION
+$434.9K
10,349
-10%
增持
HON
HONEYWELL INTL INC
+$432.6K
11,626
+3%
减持
WELL
WELLTOWER INC
+$429.5K
35,505
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$421.6K
4,544
-3%
增持
MS
MORGAN STANLEY
-$421.1K
34,061
+0%
增持
MET
METLIFE INC
-$417.4K
62,330
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$390.5K
6,064
+4%
增持
AGG
ISHARES TR
+$385.3K
100,110
+5%
清仓
VUG
VANGUARD INDEX FDS
-$377.1K
0
-100%
增持
IWP
ISHARES TR
-$373.2K
65,119
+2%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$368.4K
398,120
+5%
增持
VNLA
JANUS DETROIT STR TR
+$357.8K
235,083
+4%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$352.1K
119,437
+5%
减持
FENI
FIDELITY COVINGTON TRUST
-$346.6K
171,781
-7%
减持
UBER
UBER TECHNOLOGIES INC
-$344.2K
31,511
-1%
清仓
RKLB
ROCKET LAB CORP
-$341.6K
0
-100%
增持
IGSB
ISHARES TR
+$325.4K
108,325
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$321.5K
43,677
+1%
清仓
FSLR
FIRST SOLAR INC
-$317.6K
0
-100%
增持
COIN
COINBASE GLOBAL INC
-$316.7K
7,020
+3%
减持
BA
BOEING CO
-$316.6K
16,865
-0%
建仓
CIEN
CIENA CORP
+$313.3K
807
建仓
UNIY
WISDOMTREE TR
+$307.1K
6,340
增持
WMT
WALMART INC
+$303.6K
20,764
+2%
清仓
—
NORDIC AMERICAN TANKERS LIMI
-$298.3K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$297.7K
12,276
-2%
建仓
MPC
MARATHON PETE CORP
+$295.7K
1,211
建仓
SPYV
SPDR SERIES TRUST
+$292.2K
5,164
减持
LOW
LOWES COS INC
-$290.1K
42,639
-1%
减持
CSCO
CISCO SYS INC
-$286.8K
142,649
-3%
清仓
IWM
ISHARES TR
-$283.5K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$282.7K
0
-100%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$281.5K
364,289
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$280.0K
113,420
+3%
减持
AVLV
AMERICAN CENTY ETF TR
-$274.4K
113,138
-9%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$261.9K
159,958
-1%
增持
MMM
3M CO
-$259.8K
18,711
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$255.8K
67,723
+3%
增持
DAL
DELTA AIR LINES INC
-$249.9K
85,717
+0%
减持
AIQ
GLOBAL X FDS
-$245.3K
41,819
-3%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$244.4K
0
-100%
减持
PEP
PEPSICO INC
+$241.2K
24,865
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$236.8K
264,486
+5%
建仓
AVLC
AMERICAN CENTY ETF TR
+$236.8K
3,053
建仓
GEV
GE VERNOVA INC
+$235.8K
270
清仓
BSX
BOSTON SCIENTIFIC CORP
-$234.6K
0
-100%
增持
SBUX
STARBUCKS CORP
+$232.8K
30,612
+3%
清仓
LDOS
LEIDOS HOLDINGS INC
-$232.7K
0
-100%
减持
IWS
ISHARES TR
+$216.9K
50,498
-0%
减持
EPS
WISDOMTREE TR
-$216.6K
25,179
-8%
减持
DWM
WISDOMTREE TR
-$214.8K
9,747
-25%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$213.1K
29,247
+13%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$210.0K
0
-100%
减持
RY
ROYAL BK CDA
-$208.7K
20,146
-1%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$207.7K
1,802
建仓
ONTO
ONTO INNOVATION INC
+$205.1K
1,000
清仓
—
ACCENTURE PLC IRELAND
-$203.9K
0
-100%
增持
UPS
UNITED PARCEL SVCS INC
+$184.8K
36,336
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$171.1K
36,473
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$167.3K
116,744
+4%
减持
LVHI
LEGG MASON ETF INVT
+$163.8K
48,516
-1%
增持
MO
ALTRIA GROUP INC
+$161.4K
14,088
+6%
减持
BE
BLOOM ENERGY CORP
+$159.5K
3,907
-8%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$155.9K
24,807
-0%
增持
GD
GENERAL DYNAMICS CORP
+$153.7K
18,627
+1%
增持
NEAR
ISHARES U S ETF TR
+$146.9K
20,617
+17%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$140.5K
100,506
+4%
减持
AMGN
AMGEN INC
+$137.0K
7,098
-2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$136.5K
356,185
+3%
