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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 16
增持 63
减持 57
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$6.9M
302,692
+75%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$5.3M
28,102
-82%
建仓
ORCL
ORACLE CORP
+$4.1M
28,950
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。
清仓
INCE
FRANKLIN TEMPLETON ETF TR
-$2.3M
0
-100%
增持
AAPL
APPLE INC
+$2.3M
51,290
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
38,199
+1058%
增持
CRM
SALESFORCE INC
+$1.2M
9,096
+149%
建仓
AGEN
AGENUS INC
+$1.2M
69,754
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$871.4K
41,589
+87%
减持
MSFT
MICROSOFT CORP
+$606.5K
23,719
-0%
清仓
SCHD
SCHWAB STRATEGIC TR
-$603.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$601.5K
9,659
+9%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$582.5K
34,036
-22%
清仓
—
AGENUS INC
-$498.2K
0
-100%
建仓
CAVA
CAVA GROUP INC
+$491.9K
5,304
增持
TSLA
TESLA INC
+$462.0K
5,555
+53%
增持
MISL
FIRST TR EXCHANGE TRADED FD
+$420.5K
319,725
+2%
增持
AMZN
AMAZON COM INC
+$407.6K
27,844
+1%
增持
QQQ
INVESCO QQQ TR
+$400.8K
7,304
+5%
增持
VOO
VANGUARD INDEX FDS
+$400.7K
3,004
+31%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$399.4K
0
-100%
建仓
QYLD
GLOBAL X FDS
+$377.0K
21,335
增持
GOOGL
ALPHABET INC
+$356.0K
9,385
+5%
增持
SPYM
SPDR SER TR
+$341.3K
13,447
+59%
减持
PRU
PRUDENTIAL FINL INC
-$340.0K
21,459
-12%
建仓
UBER
UBER TECHNOLOGIES INC
+$335.0K
4,609
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$320.8K
9,736
-7%
清仓
UNP
UNION PAC CORP
-$317.3K
0
-100%
增持
WMT
WALMART INC
+$300.4K
33,234
+3%
减持
ABBV
ABBVIE INC
-$282.8K
13,732
-5%
建仓
STXV
EA SERIES TRUST
+$281.5K
10,000
减持
SPDV
ETF SER SOLUTIONS
-$249.5K
10,828
-41%
增持
XLU
SELECT SECTOR SPDR TR
+$247.4K
58,170
+3%
清仓
TGT
TARGET CORP
-$239.0K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$230.9K
0
-100%
清仓
FTSD
FRANKLIN ETF TR
-$229.3K
0
-100%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$227.4K
5,506
建仓
IXN
ISHARES TR
+$217.3K
2,623
建仓
SGOL
ETFS GOLD TR
+$216.2K
9,730
建仓
ADI
ANALOG DEVICES INC
+$215.2K
943
清仓
FLQS
FRANKLIN TEMPLETON ETF TR
-$212.2K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$208.5K
62,998
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$207.7K
7,039
+35%
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$206.9K
0
-100%
减持
HD
HOME DEPOT INC
-$206.8K
4,214
-2%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$206.3K
0
-100%
建仓
SHV
ISHARES TR
+$206.1K
1,865
增持
RWL
INVESCO EXCH TRADED FD TR II
+$205.1K
14,322
+20%
建仓
SLV
ISHARES SILVER TR
+$204.8K
7,707
建仓
—
ACCENTURE PLC IRELAND
+$204.5K
674
建仓
SPYV
SPDR SER TR
+$203.9K
4,182
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$200.0K
0
-100%
增持
GOOG
ALPHABET INC
+$199.2K
3,795
+16%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$197.8K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$191.5K
11,804
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$177.3K
20,152
+42%
增持
PYPL
PAYPAL HLDGS INC
-$172.6K
27,773
+4%
增持
DOGG
FIRST TR EXCHANGE-TRADED FD
+$170.5K
61,800
+25%
减持
XNOV
FIRST TR EXCHNG TRADED FD VI
-$167.7K
73,975
-8%
减持
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
-$167.1K
263,989
-2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$165.1K
181,566
-1%
增持
LLY
ELI LILLY & CO
+$161.3K
1,080
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$158.3K
4,223
+24%
增持
ADBE
ADOBE INC
+$141.3K
1,160
+16%
减持
CVS
CVS HEALTH CORP
-$139.7K
6,387
-1%
增持
NEE
NEXTERA ENERGY INC
+$128.5K
10,587
+9%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$128.1K
18,400
+63%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$124.9K
26,956
-13%
增持
META
META PLATFORMS INC
+$124.9K
2,045
+10%
减持
CALF
PACER FDS TR
-$122.1K
15,338
-5%
增持
VFF
VILLAGE FARMS INTL INC
-$114.5K
637,512
+3%
减持
T
AT&T INC
+$113.3K
81,970
-1%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$112.2K
37,770
+11%
减持
JNJ
JOHNSON & JOHNSON
-$110.1K
3,904
-9%
增持
SQ
BLOCK INC
-$104.7K
8,382
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$98.1K
5,533
+11%
增持
PAVE
GLOBAL X FDS
+$93.4K
25,425
+19%
减持
ABT
ABBOTT LABS
-$92.5K
8,686
-1%
减持
AVGO
BROADCOM INC
+$89.6K
387
-3%
减持
PEP
PEPSICO INC
-$88.7K
2,276
-14%
增持
AMAT
APPLIED MATLS INC
+$88.0K
2,421
+3%
减持
COST
COSTCO WHSL CORP NEW
+$85.8K
752
-0%
增持
DIS
DISNEY WALT CO
-$84.8K
9,175
+13%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$84.1K
22,538
+34%
增持
QCOM
QUALCOMM INC
+$83.8K
1,622
+15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$79.9K
40,376
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$76.9K
4,343
-13%
减持
FLQL
FRANKLIN TEMPLETON ETF TR
-$76.3K
10,650
-15%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$75.9K
15,801
-8%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$75.3K
4,120
-16%
增持
BAC
BANK AMERICA CORP
+$75.1K
39,005
+0%
减持
IP
INTERNATIONAL PAPER CO
-$71.4K
10,092
-22%
减持
MRK
MERCK & CO INC
-$71.3K
8,695
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$70.7K
735
+12%
增持
LOW
LOWES COS INC
-$69.3K
2,451
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$68.8K
6,700
+19%
增持
COWZ
PACER FDS TR
+$68.1K
11,340
+20%
减持
IEP
ICAHN ENTERPRISES LP
-$67.2K
39,735
-6%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$65.7K
7,838
+24%
减持
CSCO
CISCO SYS INC
-$64.7K
8,781
-9%
减持
MMM
3M CO
-$62.4K
5,584
-6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$61.6K
28,170
-7%
增持
CYPH
LEAP THERAPEUTICS INC
-$61.5K
284,856
+22%
减持
BDX
BECTON DICKINSON & CO
-$60.4K
1,557
-9%
减持
PSX
PHILLIPS 66
-$60.2K
1,651
-8%
减持
HNDL
STRATEGY SHS
-$59.5K
15,288
-15%
增持
ZTS
ZOETIS INC
+$56.8K
1,487
+25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$56.5K
4,025
-0%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$55.5K
140,624
+1%
减持
CMCSA
COMCAST CORP NEW
-$54.5K
11,324
-1%
建仓
—
HUDSON PAC PPTYS INC
+$52.9K
11,000
清仓
PLUG
PLUG POWER INC
-$52.7K
0
-100%
减持
SO
SOUTHERN CO
-$50.9K
4,882
-18%
增持
IWY
ISHARES TR
+$50.1K
2,559
+0%
增持
ENB
ENBRIDGE INC
+$48.8K
7,174
+26%
减持
PFLD
ETF SER SOLUTIONS
-$47.3K
54,648
-3%
减持
DIVO
AMPLIFY ETF TR
-$47.0K
23,600
-4%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$44.9K
14,622
-1%
减持
FINX
GLOBAL X FDS
-$43.1K
11,836
-3%
增持
HWM
HOWMET AEROSPACE INC
+$43.0K
4,671
+0%
增持
V
VISA INC
+$41.4K
1,401
+20%
增持
DGRW
WISDOMTREE TR
+$41.0K
7,932
+5%
增持
MOAT
VANECK ETF TRUST
-$40.9K
13,258
+0%
减持
COR
CENCORA INC
-$40.8K
2,088
-1%
增持
DKNG
DRAFTKINGS INC NEW
-$39.4K
5,477
+0%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$38.9K
3,424
+8%
减持
BA
BOEING CO
-$38.4K
1,739
-5%
减持
GS
GOLDMAN SACHS GROUP INC
+$37.5K
1,171
-1%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$36.9K
7,695
-19%
增持
AMGN
AMGEN INC
+$36.7K
1,150
+1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$34.1K
9,193
+0%
减持
IVV
ISHARES TR
-$33.1K
1,037
-9%
减持
DE
DEERE & CO
-$32.7K
557
-5%
增持
SPYG
SPDR SER TR
+$32.7K
2,974
+6%
增持
GE
GE AEROSPACE
-$32.4K
2,280
+1%
减持
DOW
DOW INC
-$32.3K
5,461
-2%
减持
VTI
VANGUARD INDEX FDS
+$30.7K
4,225
-0%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$30.0K
6,730
-7%
增持
TXN
TEXAS INSTRS INC
+$28.1K
1,281
+1%
减持
MO
ALTRIA GROUP INC
+$26.0K
21,608
-2%
增持
NVS
NOVARTIS AG
+$25.3K
2,354
+1%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$25.3K
3,600
-5%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$25.1K
50,740
-2%
减持
BTI
BRITISH AMERN TOB PLC
-$22.4K
14,816
-6%
减持
JPM
JPMORGAN CHASE & CO.
-$21.3K
7,076
-2%
增持
KO
COCA COLA CO
+$21.2K
6,929
+1%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$20.6K
10,511
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$20.2K
6,189
+14%
减持
—
EXXON MOBIL CORP
-$19.6K
12,899
-0%
增持
VBR
VANGUARD INDEX FDS
-$19.4K
2,315
+1%
