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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 68
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.5M
49,377
+0%
减持
MSFT
MICROSOFT CORP
+$1.3M
23,966
-0%
建仓
MMM
3M CO
+$767.6K
7,669
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
XLK
SELECT SECTOR SPDR TR
+$704.6K
32,486
-1%
减持
AMZN
AMAZON COM INC
+$617.6K
25,727
-3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$586.5K
36,134
-21%
增持
QQQ
INVESCO QQQ TR
+$546.5K
6,747
+11%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$546.1K
176,018
+2%
清仓
—
LEAP THERAPEUTICS INC
-$522.2K
0
-100%
建仓
CYPH
LEAP THERAPEUTICS INC
+$496.4K
158,597
增持
JPM
JPMORGAN CHASE & CO
+$488.6K
8,601
+47%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$450.1K
188,765
-2%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$449.0K
24,010
+41%
减持
T
AT&T INC
-$446.0K
113,847
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$438.5K
7,250
-45%
减持
ABBV
ABBVIE INC
-$434.3K
16,438
-1%
建仓
COIN
COINBASE GLOBAL INC
+$407.8K
5,700
减持
XLU
SELECT SECTOR SPDR TR
-$392.9K
54,307
-7%
增持
PRU
PRUDENTIAL FINL INC
+$385.7K
30,321
+10%
减持
NVDA
NVIDIA CORPORATION
+$374.3K
3,083
-8%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$371.6K
27,133
+160%
增持
—
EXXON MOBIL CORP
+$342.5K
14,521
+2%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$324.1K
0
-100%
建仓
DOGG
FIRST TR EXCHANGE-TRADED FD
+$321.1K
16,141
建仓
DGRW
WISDOMTREE TR
+$305.8K
4,587
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$283.3K
7,951
建仓
HWM
HOWMET AEROSPACE INC
+$277.6K
5,600
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$272.6K
5,902
增持
IEP
ICAHN ENTERPRISES LP
+$252.4K
38,523
+130%
增持
LVHD
LEGG MASON ETF INVT
+$246.3K
24,065
+41%
建仓
RRX
REGAL REXNORD CORPORATION
+$237.2K
1,541
建仓
ANGL
VANECK ETF TRUST
+$229.3K
8,257
建仓
SPYM
SPDR SER TR
+$227.1K
4,358
建仓
DKNG
DRAFTKINGS INC NEW
+$227.0K
8,545
建仓
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$223.8K
10,405
建仓
VBK
VANGUARD INDEX FDS
+$222.2K
967
清仓
XLI
SELECT SECTOR SPDR TR
-$221.2K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$216.5K
5,072
清仓
PPL
PPL CORP
-$209.8K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$206.9K
0
-100%
建仓
SDY
SPDR SER TR
+$204.1K
1,665
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$203.4K
0
-100%
增持
TSLA
TESLA INC
+$181.1K
3,301
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$165.3K
8,166
-21%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$161.0K
12,100
+32%
减持
XLF
SELECT SECTOR SPDR TR
+$160.1K
140,882
-1%
增持
GOOGL
ALPHABET INC
+$156.8K
9,408
+1%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$152.2K
152,258
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$148.9K
66,087
-1%
减持
DOW
DOW INC
-$138.2K
8,121
-22%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$133.9K
11,846
+35%
增持
F
FORD MTR CO DEL
+$124.5K
28,597
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$123.7K
3,886
-0%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$119.8K
48,688
-7%
增持
LLY
LILLY ELI & CO
+$116.0K
914
+0%
减持
META
META PLATFORMS INC
+$112.2K
1,735
-5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$111.7K
5,034
+41%
增持
AVGO
BROADCOM INC
+$107.7K
375
+10%
增持
WMT
WALMART INC
+$105.3K
10,608
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$104.9K
72,744
-1%
增持
GOVT
ISHARES TR
+$104.7K
22,436
+28%
减持
VLY
VALLEY NATL BANCORP
-$103.3K
21,181
-27%
减持
BA
BOEING CO
-$97.8K
1,428
-24%
增持
MCD
MCDONALDS CORP
+$97.6K
1,358
+23%
减持
PFLD
ETF SER SOLUTIONS
-$97.2K
104,433
-4%
增持
PYPL
PAYPAL HLDGS INC
-$96.8K
10,919
+0%
清仓
—
MSP RECOVERY INC
-$96.6K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$85.9K
955
-3%
增持
HD
HOME DEPOT INC
+$85.2K
4,421
+1%
减持
AMAT
APPLIED MATLS INC
+$85.1K
4,100
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$82.8K
5,503
-12%
增持
PFE
PFIZER INC
-$78.2K
21,078
+1%
增持
JNJ
JOHNSON & JOHNSON
+$75.4K
4,756
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$74.1K
4,031
-17%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$73.8K
14,318
+8%
增持
IWY
ISHARES TR
+$72.7K
2,791
+5%
增持
BAC
BANK AMERICA CORP
+$71.6K
45,834
+5%
增持
DIS
DISNEY WALT CO
-$71.2K
8,222
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$69.1K
4,450
-0%
增持
COWZ
PACER FDS TR
+$68.6K
7,204
+22%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$68.1K
3,861
+10%
减持
INCE
FRANKLIN TEMPLETON ETF TR
+$67.1K
41,695
-0%
增持
IP
INTERNATIONAL PAPER CO
-$63.2K
17,770
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$61.5K
1,655
-28%
增持
—
AGENUS INC
+$58.5K
541,586
+2%
增持
GE
GENERAL ELECTRIC CO
+$58.4K
2,872
+7%
增持
CSX
CSX CORP
+$58.0K
11,096
+4%
减持
ABT
ABBOTT LABS
+$56.0K
8,309
-1%
减持
PLUG
PLUG POWER INC
-$54.6K
15,976
-15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$53.7K
3,781
+4%
增持
VOO
VANGUARD INDEX FDS
+$53.1K
1,461
+1%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$52.7K
5,850
-3%
减持
COR
AMERISOURCEBERGEN CORP
+$52.6K
2,093
-4%
增持
SO
SOUTHERN CO
+$50.7K
7,040
+10%
增持
AFGR
FIRST TR EXCHNG TRADED FD VI
+$49.5K
18,955
+0%
增持
MO
ALTRIA GROUP INC
+$48.3K
19,701
+4%
增持
TGT
TARGET CORP
-$48.2K
1,614
+2%
减持
—
ACTIVISION BLIZZARD INC
-$47.4K
20,628
-1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$47.3K
159,776
+1%
减持
SPSB
SPDR SER TR
-$45.9K
7,680
-16%
增持
CVS
CVS HEALTH CORP
+$45.7K
5,338
+23%
增持
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
-$45.6K
329,155
+2%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$45.1K
7,877
-5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$42.6K
2,136
+3%
增持
CSCO
CISCO SYS INC
+$42.1K
9,916
+10%
减持
BGS
B & G FOODS INC NEW
-$41.0K
14,424
-7%
减持
WBD
WARNER BROS DISCOVERY INC
-$41.0K
12,829
-4%
减持
MRK
MERCK & CO INC
+$40.6K
5,739
-2%
增持
ARCC
ARES CAPITAL CORP
+$40.4K
75,353
+0%
减持
IVV
ISHARES TR
+$40.3K
1,258
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$36.7K
12,311
+0%
增持
—
ETF MANAGERS TR
+$36.3K
12,963
+0%
减持
GOOG
ALPHABET INC
+$35.2K
2,288
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$35.1K
1,248
-7%
减持
VTI
VANGUARD INDEX FDS
+$34.5K
4,502
-4%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$34.1K
852
+0%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$33.0K
5,742
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$32.5K
14,436
+0%
增持
IYH
ISHARES TR
+$29.4K
1,625
+4%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$29.3K
22,966
-3%
减持
CMCSA
COMCAST CORP NEW
+$28.3K
9,876
-2%
增持
VBR
VANGUARD INDEX FDS
+$27.7K
1,841
+6%
增持
ED
CONSOLIDATED EDISON INC
-$27.4K
5,667
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$25.4K
41,150
+1%
增持
V
VISA INC
+$25.0K
1,092
+5%
减持
AMT
AMERICAN TOWER CORP NEW
-$24.9K
1,165
-5%
增持
CVX
CHEVRON CORP NEW
-$23.7K
4,127
+0%
减持
HNDL
STRATEGY SHS
-$23.6K
17,216
-7%
增持
PG
PROCTER AND GAMBLE CO
+$22.3K
3,563
+2%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$22.0K
57,430
-3%
减持
QCOM
QUALCOMM INC
-$22.0K
1,885
-2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$20.7K
14,263
-10%
增持
UPS
UNITED PARCEL SERVICE INC
-$20.4K
1,766
+2%
减持
FINX
GLOBAL X FDS
-$19.9K
12,446
-12%
减持
COST
COSTCO WHSL CORP NEW
+$19.2K
647
-2%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$19.0K
8,204
-7%
减持
TXN
TEXAS INSTRS INC
-$18.4K
1,229
-5%
减持
IMCG
ISHARES TR
+$16.7K
5,129
-0%
增持
SHEL
SHELL PLC
+$16.0K
5,050
+1%
增持
NEE
NEXTERA ENERGY INC
+$15.7K
8,984
+6%
增持
SQ
BLOCK INC
-$14.4K
7,933
+0%
增持
KO
COCA COLA CO
+$13.9K
4,334
+9%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$13.7K
13,733
+13%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$13.6K
13,950
-1%
增持
PEP
PEPSICO INC
+$13.0K
2,758
+1%
减持
HON
HONEYWELL INTL INC
+$12.0K
1,160
-3%
增持
AMGN
AMGEN INC
-$11.2K
1,003
+4%
减持
NMFC
NEW MTN FIN CORP
-$10.7K
45,989
-4%
减持
VGT
VANGUARD WORLD FDS
+$10.2K
629
-9%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$9.9K
26,224
-5%
