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Key Client Fiduciary Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Key Client Fiduciary Advisors, LLC
报告期 2026-03-31 · CIK 0001912612
持仓数
216
前50大市值合计
$211.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 79
减持 52
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
KBE
SPDR SER TR
-$4.7M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$4.2M
142,738
+1098%
增持
AAPL
APPLE INC
+$1.8M
49,271
+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。
减持
MSFT
MICROSOFT CORP
+$1.2M
23,968
-0%
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$1.1M
17,000
增持
SPY
SPDR S&P 500 ETF TR
-$898.3K
13,272
+38%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$886.5K
45,929
+48%
减持
XLK
SELECT SECTOR SPDR TR
+$799.1K
32,736
-2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$708.4K
172,595
+8%
增持
IEP
ICAHN ENTERPRISES LP
+$639.0K
16,745
+274%
增持
AMZN
AMAZON COM INC
+$593.3K
26,490
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$546.8K
67,026
+28%
增持
QQQ
INVESCO QQQ TR
+$518.8K
6,063
+13%
减持
—
AGENUS INC
-$484.0K
531,600
-1%
减持
—
EXXON MOBIL CORP
-$446.9K
14,175
-6%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$415.8K
158,319
+6%
建仓
GOVT
ISHARES TR
+$409.0K
17,496
减持
NVDA
NVIDIA CORPORATION
+$398.9K
3,347
-8%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$366.3K
52,380
-8%
增持
LVHD
LEGG MASON ETF INVT
+$356.8K
17,065
+132%
增持
T
AT&T INC
+$341.7K
117,497
+13%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$324.1K
3,800
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$315.4K
10,104
增持
PRU
PRUDENTIAL FINL INC
+$313.5K
27,667
+39%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$307.1K
73,440
-3%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$306.7K
8,793
增持
TSLA
TESLA INC
+$296.3K
3,292
+5%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$286.2K
3,567
建仓
VBR
VANGUARD INDEX FDS
+$276.7K
1,743
减持
BAC
BANK AMERICA CORP
-$265.9K
43,473
-5%
增持
IP
INTERNATIONAL PAPER CO
+$265.5K
17,429
+66%
建仓
TGT
TARGET CORP
+$261.1K
1,576
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$260.7K
6,975
减持
PFE
PFIZER INC
-$245.2K
20,867
-2%
建仓
GOOG
ALPHABET INC
+$241.6K
2,323
清仓
HWM
HOWMET AEROSPACE INC
-$236.5K
0
-100%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$233.6K
151,462
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$224.8K
14,398
+0%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$224.5K
10,455
建仓
XLI
SELECT SECTOR SPDR TR
+$221.2K
2,186
增持
WMT
WALMART INC
+$219.5K
10,594
+12%
增持
XLP
SELECT SECTOR SPDR TR
+$217.1K
10,320
+39%
建仓
NVS
NOVARTIS AG
+$214.3K
2,329
减持
PFLD
ETF SER SOLUTIONS
-$211.6K
108,453
-10%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$208.2K
193,521
+6%
清仓
WFC
WELLS FARGO CO NEW
-$207.1K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$203.4K
3,725
清仓
FMC
FMC CORP
-$201.8K
0
-100%
减持
VFF
VILLAGE FARMS INTL INC
-$188.0K
347,200
-2%
增持
GOOGL
ALPHABET INC
+$177.0K
9,345
+4%
增持
INCE
FRANKLIN TEMPLETON ETF TR
+$151.0K
41,885
+6%
减持
META
META PLATFORMS INC
+$147.0K
1,820
-8%
减持
—
ACTIVISION BLIZZARD INC
+$132.6K
20,871
-3%
增持
XLY
SELECT SECTOR SPDR TR
+$126.9K
2,290
+37%
减持
NMFC
NEW MTN FIN CORP
-$125.9K
47,889
-16%
减持
AMD
ADVANCED MICRO DEVICES INC
+$124.5K
4,468
-8%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$119.9K
5,603
+35%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$119.1K
6,358
+29%
增持
MO
ALTRIA GROUP INC
+$116.4K
18,919
+19%
减持
HD
HOME DEPOT INC
-$114.7K
4,364
-2%
增持
AMAT
APPLIED MATLS INC
+$114.2K
4,131
+2%
增持
F
FORD MTR CO DEL
+$111.6K
24,460
+45%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$109.6K
40,848
+3%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$109.2K
58,930
+5%
减持
JNJ
JOHNSON & JOHNSON
-$102.5K
4,593
-0%
减持
ARCC
ARES CAPITAL CORP
-$100.3K
75,267
-6%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$93.9K
8,840
+19%
减持
DIS
DISNEY WALT CO
+$87.6K
8,042
-3%
建仓
KRNY
KEARNY FINL CORP MD
+$87.1K
10,722
减持
NOBL
PROSHARES TR
-$86.0K
2,723
-27%
减持
FPE
FIRST TR EXCH TRADED FD III
-$85.5K
17,841
-19%
增持
—
LEAP THERAPEUTICS INC
-$85.0K
1,535,816
+14%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$84.6K
21,876
-14%
增持
XLV
SELECT SECTOR SPDR TR
+$84.5K
6,281
+17%
增持
—
ETF MANAGERS TR
+$84.0K
12,952
+7%
增持
WBD
WARNER BROS DISCOVERY INC
+$83.5K
13,366
+7%
增持
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
-$83.2K
321,155
+8%
增持
VTI
VANGUARD INDEX FDS
+$81.2K
4,691
+2%
增持
—
MSP RECOVERY INC
-$80.8K
113,702
+3%
增持
IVV
ISHARES TR
+$78.0K
1,266
+10%
增持
BGS
B & G FOODS INC NEW
+$73.2K
15,569
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$73.1K
4,845
+29%
增持
DOW
DOW INC
+$67.8K
10,412
+4%
增持
CVS
CVS HEALTH CORP
-$65.9K
4,351
+4%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$65.8K
27,624
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$65.4K
5,562
+23%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$65.2K
15,928
-15%
增持
ABT
ABBOTT LABS
-$62.0K
8,393
+1%
增持
VLY
VALLEY NATL BANCORP
-$59.9K
28,947
+0%
增持
IWY
ISHARES TR
+$59.1K
2,662
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$59.0K
12,287
+4%
增持
NEE
NEXTERA ENERGY INC
-$53.0K
8,444
+0%
增持
IMCG
ISHARES TR
+$52.6K
5,140
+14%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$52.3K
12,934
-8%
减持
PYPL
PAYPAL HLDGS INC
+$51.2K
10,869
-0%
增持
CMCSA
COMCAST CORP NEW
+$48.8K
10,078
+6%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$47.6K
8,267
-6%
增持
COWZ
PACER FDS TR
+$47.5K
5,885
+19%
增持
BTI
BRITISH AMERN TOB PLC
+$42.6K
10,045
+29%
减持
MRK
MERCK & CO INC
-$41.0K
5,844
-2%
减持
SQ
BLOCK INC
+$40.9K
7,903
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$40.8K
1,737
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$40.5K
3,640
+6%
减持
AFGR
FIRST TR EXCHNG TRADED FD VI
+$40.0K
18,880
-3%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$39.3K
9,200
+6%
增持
SO
SOUTHERN CO
+$38.5K
6,378
+12%
增持
XLU
SELECT SECTOR SPDR TR
-$33.5K
58,306
+3%
减持
GS
GOLDMAN SACHS GROUP INC
-$32.8K
1,338
-2%
减持
QCOM
QUALCOMM INC
+$32.5K
1,931
-1%
增持
CVX
CHEVRON CORP NEW
-$30.7K
4,125
+5%
减持
SPDV
ETF SER SOLUTIONS
-$30.5K
17,259
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$30.4K
2,080
-5%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$30.1K
849
+0%
减持
IYH
ISHARES TR
-$30.0K
1,560
-3%
增持
MRNA
MODERNA INC
-$25.7K
1,675
+6%
增持
MCD
MCDONALDS CORP
+$25.1K
1,100
+3%
减持
TXN
TEXAS INSTRS INC
+$25.0K
1,288
-1%
增持
HON
HONEYWELL INTL INC
-$24.8K
1,197
+1%
减持
LLY
LILLY ELI & CO
-$23.8K
910
-1%
增持
KO
COCA COLA CO
+$22.8K
3,984
+13%
减持
SHEL
SHELL PLC
-$22.3K
5,021
-8%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$21.9K
14,100
+12%
减持
COST
COSTCO WHSL CORP NEW
+$21.4K
663
-2%
减持
DIVO
AMPLIFY ETF TR
-$21.1K
26,500
-1%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$19.8K
13,317
+0%
减持
VOO
VANGUARD INDEX FDS
+$19.7K
1,441
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$18.9K
3,525
+1%
减持
PAVE
GLOBAL X FDS
+$17.7K
13,686
-2%
减持
AVGO
BROADCOM INC
-$17.0K
340
-19%
减持
FLQS
FRANKLIN TEMPLETON ETF TR
+$16.8K
12,455
-0%
增持
HNDL
STRATEGY SHS
+$15.6K
18,468
+1%
减持
VGT
VANGUARD WORLD FDS
-$15.4K
695
-22%
增持
JPM
JPMORGAN CHASE & CO
-$15.1K
5,851
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$13.5K
2,986
-3%
减持
FINX
GLOBAL X FDS
+$13.3K
14,149
-3%
增持
PEP
PEPSICO INC
+$12.8K
2,731
+2%
减持
FLHY
FRANKLIN TEMPLETON ETF TR
-$11.9K
12,350
-7%
增持
IYF
ISHARES TR
-$11.6K
2,915
+0%
增持
LOW
LOWES COS INC
+$11.4K
2,047
+3%
增持
COR
AMERISOURCEBERGEN CORP
-$11.1K
2,187
+0%
增持
PPL
PPL CORP
-$10.7K
7,549
+0%
增持
PG
PROCTER AND GAMBLE CO
+$9.9K
3,487
+4%
增持
AMGN
AMGEN INC
-$9.6K
968
+4%
减持
V
VISA INC
+$9.3K
1,039
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.2K
3,891
-1%
增持
PLUG
PLUG POWER INC
-$7.3K
18,826
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$6.2K
1,228
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$6.0K
23,643
-2%
增持
ABBV
ABBVIE INC
-$5.2K
16,622
+1%
减持
CSCO
CISCO SYS INC
+$5.1K
9,010
-8%
