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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 48
减持 88
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$5.4M
322,420
+151%
减持
XLF
SELECT SECTOR SPDR TR
-$4.1M
12,319
-91%
减持
XLK
SELECT SECTOR SPDR TR
-$2.5M
1,116
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。
-93%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
10,344
+25%
清仓
LVHD
LEGG MASON ETF INVT
-$1.2M
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
174,198
+1%
减持
MSFT
MICROSOFT CORP
+$1.1M
23,894
-5%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$696.9K
34,010
+42%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$610.5K
14,360
减持
CYPH
LEAP THERAPEUTICS INC
+$575.9K
214,610
-6%
减持
AMZN
AMAZON COM INC
+$565.7K
25,756
-2%
减持
AAPL
APPLE INC
+$449.0K
46,972
-6%
增持
PYPL
PAYPAL HLDGS INC
+$424.9K
18,964
+50%
减持
PFLD
ETF SER SOLUTIONS
-$417.7K
56,648
-26%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$399.6K
151,814
-1%
建仓
CALF
PACER FDS TR
+$370.2K
7,708
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$311.4K
182,853
-2%
减持
—
EXXON MOBIL CORP
-$308.9K
12,906
-5%
增持
INCE
FRANKLIN TEMPLETON ETF TR
+$292.3K
43,321
+6%
增持
PAVE
GLOBAL X FDS
+$284.3K
18,911
+56%
增持
VOO
VANGUARD INDEX FDS
+$266.5K
2,254
+23%
增持
SQ
BLOCK INC
+$248.7K
7,516
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$240.6K
5,343
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$237.5K
66,230
-4%
建仓
QCOM
QUALCOMM INC
+$229.9K
1,589
建仓
AMT
AMERICAN TOWER CORP NEW
+$229.8K
1,064
建仓
ZTS
ZOETIS INC
+$227.7K
1,153
增持
DOGG
FIRST TR EXCHANGE-TRADED FD
+$225.2K
47,029
+17%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$217.0K
21,740
+65%
建仓
UBER
UBER TECHNOLOGIES INC
+$216.1K
3,510
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$211.2K
0
-100%
清仓
SHV
ISHARES TR
-$210.7K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$206.8K
1,213
建仓
CAT
CATERPILLAR INC
+$206.5K
698
清仓
FLHY
FRANKLIN TEMPLETON ETF TR
-$205.9K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$205.2K
7,834
+29%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$195.2K
36,623
-14%
减持
QQQ
INVESCO QQQ TR
+$194.3K
6,928
-6%
减持
PRU
PRUDENTIAL FINL INC
-$188.3K
26,889
-14%
减持
FLQS
FRANKLIN TEMPLETON ETF TR
-$184.3K
5,785
-52%
减持
JPM
JPMORGAN CHASE & CO
+$179.6K
8,451
-3%
减持
BAC
BANK AMERICA CORP
+$178.6K
42,596
-7%
减持
NVDA
NVIDIA CORPORATION
+$177.5K
3,263
-1%
减持
CVX
CHEVRON CORP NEW
-$167.6K
3,639
-14%
减持
XLU
SELECT SECTOR SPDR TR
+$165.2K
51,095
-2%
清仓
WBD
WARNER BROS DISCOVERY INC
-$138.4K
0
-100%
清仓
VLY
VALLEY NATL BANCORP
-$134.6K
0
-100%
减持
HD
HOME DEPOT INC
+$129.5K
4,481
-5%
减持
IP
INTERNATIONAL PAPER CO
-$128.9K
14,699
-21%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$127.3K
41,305
-5%
减持
NMFC
NEW MTN FIN CORP
-$126.6K
49,250
-15%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$120.1K
14,300
-0%
减持
PFE
PFIZER INC
-$118.5K
22,085
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$118.3K
4,945
+6%
增持
GOOGL
ALPHABET INC
+$116.6K
9,940
+2%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$111.1K
10,356
+30%
增持
LLY
ELI LILLY & CO
+$106.1K
1,054
+11%
增持
MRK
MERCK & CO INC
+$102.3K
6,563
+10%
减持
T
AT&T INC
-$101.2K
92,546
-16%
减持
ABT
ABBOTT LABS
+$101.2K
8,299
-1%
增持
SPYM
SPDR SER TR
+$100.5K
7,057
+21%
减持
AVGO
BROADCOM INC
+$97.0K
367
-2%
减持
BA
BOEING CO
+$94.4K
1,399
-1%
增持
AMAT
APPLIED MATLS INC
+$92.4K
3,899
+0%
减持
DOW
DOW INC
-$92.2K
5,960
-27%
增持
IVV
ISHARES TR
+$91.4K
1,341
+5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$90.1K
2,141
+0%
增持
—
AGENUS INC
-$89.5K
622,469
+16%
增持
NOBL
PROSHARES TR
+$89.0K
3,468
+27%
增持
COWZ
PACER FDS TR
+$86.9K
9,128
+16%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$86.4K
8,932
+3%
减持
XOP
SPDR SER TR
-$84.0K
3,600
-8%
减持
ABBV
ABBVIE INC
-$82.8K
15,351
-7%
增持
CVS
CVS HEALTH CORP
+$81.4K
6,506
+5%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$79.9K
12,550
+4%
减持
JNJ
JOHNSON & JOHNSON
-$79.6K
3,946
-12%
增持
DIVO
AMPLIFY ETF TR
+$76.2K
24,700
+4%
减持
BTI
BRITISH AMERN TOB PLC
-$68.9K
13,532
-9%
减持
—
ETF MANAGERS TR
+$68.8K
12,273
-6%
减持
META
META PLATFORMS INC
+$65.0K
1,583
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$64.3K
4,193
-1%
减持
F
FORD MTR CO DEL
-$61.9K
26,186
-15%
增持
IEP
ICAHN ENTERPRISES LP
-$61.6K
42,098
+6%
增持
DGRW
WISDOMTREE TR
+$60.9K
7,179
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$58.0K
10,229
-17%
减持
VTI
VANGUARD INDEX FDS
+$57.1K
4,303
-5%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$56.5K
14,915
-3%
减持
BDX
BECTON DICKINSON & CO
-$55.6K
1,672
-7%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$55.5K
9,155
+7%
增持
COR
CENCORA INC
+$54.4K
2,104
+0%
减持
PLUG
PLUG POWER INC
-$52.7K
16,962
-0%
减持
COST
COSTCO WHSL CORP NEW
+$52.5K
634
-2%
减持
CSCO
CISCO SYS INC
-$50.5K
8,761
-5%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$50.3K
6,141
-21%
减持
MO
ALTRIA GROUP INC
-$49.1K
20,641
-2%
增持
CSX
CSX CORP
+$48.1K
11,229
+1%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$47.2K
8,442
-2%
减持
MCD
MCDONALDS CORP
+$45.5K
1,393
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$44.6K
5,056
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$44.3K
18,980
-19%
增持
HWM
HOWMET AEROSPACE INC
+$44.2K
5,604
+0%
减持
DIS
DISNEY WALT CO
+$44.2K
7,800
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$41.6K
10,367
-7%
增持
VGT
VANGUARD WORLD FDS
+$40.5K
568
+1%
减持
WMT
WALMART INC
-$39.3K
10,354
-1%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$39.1K
6,270
-1%
减持
GE
GENERAL ELECTRIC CO
+$38.8K
2,770
-3%
减持
ARCC
ARES CAPITAL CORP
-$38.4K
65,654
-6%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$35.6K
149,656
-4%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$35.3K
3,800
-19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$35.2K
6,612
+3%
减持
SCHD
SCHWAB STRATEGIC TR
+$34.4K
7,690
-1%
增持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$34.2K
14,104
+4%
增持
IYF
ISHARES TR
+$32.6K
2,931
+1%
减持
MMM
3M CO
-$31.4K
6,256
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$31.3K
50,507
-15%
增持
HNDL
STRATEGY SHS
+$29.7K
16,401
+1%
减持
V
VISA INC
+$29.4K
1,104
-2%
增持
GOOG
ALPHABET INC
+$28.6K
2,501
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$28.2K
1,398
+1%
减持
ED
CONSOLIDATED EDISON INC
+$27.0K
5,645
-1%
减持
VBR
VANGUARD INDEX FDS
+$26.1K
2,248
-5%
减持
IMCG
ISHARES TR
+$25.9K
6,075
-5%
减持
SPDV
ETF SER SOLUTIONS
+$25.2K
17,784
-3%
减持
BOTZ
GLOBAL X FDS
+$24.4K
8,627
-4%
增持
IEFA
ISHARES TR
+$22.5K
3,745
+0%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$21.0K
21,908
+0%
增持
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
+$20.2K
336,620
+6%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$17.9K
31,203
-6%
减持
LOW
LOWES COS INC
+$17.2K
2,017
-3%
减持
DKNG
DRAFTKINGS INC NEW
+$16.5K
7,481
-11%
减持
PG
PROCTER AND GAMBLE CO
-$15.0K
3,499
-3%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$15.0K
21,012
-2%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$13.9K
16,529
+6%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$13.3K
54,890
-2%
减持
VBK
VANGUARD INDEX FDS
+$12.8K
1,770
-9%
减持
NEE
NEXTERA ENERGY INC
-$11.8K
8,713
-8%
减持
IWY
ISHARES TR
-$11.3K
2,413
-15%
增持
VFF
VILLAGE FARMS INTL INC
+$11.2K
545,705
+8%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$11.2K
11,163
-11%
减持
CTSO
CYTOSORBENTS CORP
-$11.1K
12,000
-8%
减持
SDY
SPDR SER TR
+$10.9K
2,575
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$10.7K
1,688
-5%
减持
SHEL
SHELL PLC
-$10.4K
4,788
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$10.3K
926
-18%
减持
JMIA
JUMIA TECHNOLOGIES AG
+$9.0K
11,043
-3%
减持
HON
HONEYWELL INTL INC
+$8.5K
1,063
-8%
减持
SO
SOUTHERN CO
+$7.9K
5,988
-6%
减持
PEP
PEPSICO INC
-$6.5K
2,718
-2%
减持
BGS
B & G FOODS INC NEW
-$5.8K
10,702
-10%
