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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 91
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
300,986
-1%
增持
AAPL
APPLE INC
+$1.2M
51,708
+1%
减持
MISL
FIRST TR EXCHANGE TRADED FD
+$1.2M
319,660
-0%
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
MOAT
VANECK ETF TRUST
-$1.1M
0
-100%
建仓
MAGS
LISTED FD TR
+$1.1M
22,596
增持
ORCL
ORACLE CORP
+$893.1K
29,231
+1%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$875.0K
48,425
+28%
减持
AGEN
AGENUS INC
-$798.9K
67,416
-3%
减持
XLU
SELECT SECTOR SPDR TR
+$716.8K
57,942
-0%
增持
WMT
WALMART INC
+$706.4K
36,615
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$687.3K
10,359
+7%
建仓
HACK
AMPLIFY ETF TR
+$678.2K
9,933
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$584.4K
178,099
-2%
增持
VOO
VANGUARD INDEX FDS
+$532.9K
3,857
+28%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$495.5K
9,858
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$487.6K
7,754
+60%
增持
META
META PLATFORMS INC
+$466.3K
2,616
+28%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$442.2K
155,579
+11%
减持
PYPL
PAYPAL HLDGS INC
+$431.5K
26,184
-6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$430.2K
28,095
-0%
增持
SPYM
SPDR SER TR
+$407.9K
18,789
+40%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$404.1K
17,646
+23%
增持
QQQ
INVESCO QQQ TR
+$367.1K
7,922
+8%
增持
PAVE
GLOBAL X FDS
+$345.8K
31,270
+23%
增持
HD
HOME DEPOT INC
+$345.7K
4,434
+5%
减持
ABBV
ABBVIE INC
+$337.8K
13,638
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$325.2K
8,742
建仓
VRT
VERTIV HOLDINGS CO
+$316.2K
3,179
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$308.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$289.9K
4,187
+4%
增持
MSFT
MICROSOFT CORP
-$285.7K
23,973
+1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$281.6K
61,410
-3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$281.3K
31,357
+12%
建仓
NFLX
NETFLIX INC
+$271.6K
383
增持
CYPH
LEAP THERAPEUTICS INC
+$269.0K
321,923
+13%
建仓
SOXX
ISHARES TR
+$263.4K
1,142
增持
T
AT&T INC
+$244.1K
82,299
+0%
建仓
SBUX
STARBUCKS CORP
+$241.8K
2,481
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$235.6K
24,967
+24%
建仓
SPYI
NEOS ETF TRUST
+$234.6K
4,580
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$233.1K
6,452
建仓
REGL
PROSHARES TR
+$225.8K
2,761
建仓
INCO
COLUMBIA ETF TR II
+$225.3K
2,928
增持
PG
PROCTER AND GAMBLE CO
+$219.7K
4,133
+37%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$217.3K
3,080
清仓
ADI
ANALOG DEVICES INC
-$215.2K
0
-100%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$214.6K
27,664
+50%
增持
QYLD
GLOBAL X FDS
+$211.9K
32,644
+53%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$211.5K
239
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$209.8K
1,832
清仓
—
ACCENTURE PLC IRELAND
-$204.5K
0
-100%
建仓
UNP
UNION PAC CORP
+$203.3K
825
清仓
QDEC
FIRST TR EXCHNG TRADED FD VI
-$200.5K
0
-100%
增持
MMM
3M CO
+$192.7K
5,585
+0%
增持
DOGG
FIRST TR EXCHANGE-TRADED FD
+$173.2K
66,778
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$172.8K
40,925
+1%
减持
CAVA
CAVA GROUP INC
+$146.4K
5,154
-3%
增持
PFE
PFIZER INC
+$143.8K
28,710
+17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$139.3K
4,146
-2%
增持
ENB
ENBRIDGE INC
+$135.9K
9,634
+34%
减持
NEE
NEXTERA ENERGY INC
+$130.7K
10,416
-2%
减持
CRM
SALESFORCE INC
+$130.3K
9,020
-1%
增持
LOW
LOWES COS INC
+$130.0K
2,475
+1%
增持
MO
ALTRIA GROUP INC
+$128.2K
21,796
+1%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$121.7K
8,296
+51%
减持
IEP
ICAHN ENTERPRISES LP
-$119.3K
39,606
-0%
增持
GLD
SPDR GOLD TR
+$117.6K
1,670
+25%
增持
JPM
JPMORGAN CHASE & CO.
+$116.6K
7,340
+4%
增持
CAT
CATERPILLAR INC
+$109.3K
896
+24%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$108.7K
5,649
+2%
增持
COWZ
PACER FDS TR
+$108.2K
12,556
+11%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$107.7K
7,957
+13%
增持
HWM
HOWMET AEROSPACE INC
+$105.8K
4,672
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$104.6K
1,377
+87%
增持
PRU
PRUDENTIAL FINL INC
+$98.4K
21,578
+1%
增持
GOOGL
ALPHABET INC
-$98.3K
9,714
+4%
减持
PFLD
ETF SER SOLUTIONS
-$98.2K
49,598
-9%
增持
MCD
MCDONALDS CORP
+$96.6K
1,593
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$93.7K
13,028
+8%
减持
MRK
MERCK & CO INC
-$93.4K
8,656
-0%
增持
ABT
ABBOTT LABS
+$91.7K
8,721
+0%
增持
NOBL
PROSHARES TR
+$82.0K
5,134
+6%
减持
BTI
BRITISH AMERN TOB PLC
+$81.4K
14,752
-0%
减持
IYH
ISHARES TR
-$80.4K
6,296
-21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$80.1K
4,534
+2%
增持
AVGO
BROADCOM INC
+$77.0K
4,044
+945%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$75.5K
14,624
+0%
增持
CVS
CVS HEALTH CORP
+$74.4K
7,182
+12%
增持
JNJ
JOHNSON & JOHNSON
+$71.5K
3,962
+1%
增持
GE
GE AEROSPACE
+$69.9K
2,293
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$67.1K
485
+14%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$64.8K
34,966
+3%
减持
F
FORD MTR CO
-$64.7K
28,100
-3%
增持
PNC
PNC FINL SVCS GROUP INC
+$63.3K
1,762
+4%
减持
BA
BOEING CO
-$62.5K
1,671
-4%
增持
SPYV
SPDR SER TR
+$62.1K
5,031
+20%
减持
QCOM
QUALCOMM INC
-$61.4K
1,538
-5%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$60.4K
48,544
-4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$60.2K
1,846
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$59.3K
7,302
+2%
增持
DGRW
WISDOMTREE TR
+$58.4K
8,141
+3%
增持
ARCC
ARES CAPITAL CORP
+$58.1K
67,726
+4%
增持
IP
INTERNATIONAL PAPER CO
+$57.6K
10,093
+0%
减持
SO
SOUTHERN CO
+$56.2K
4,822
-1%
增持
SLV
ISHARES SILVER TR
+$56.2K
9,187
+19%
增持
NVDA
NVIDIA CORPORATION
-$54.7K
38,409
+1%
增持
SDY
SPDR SER TR
+$52.8K
2,720
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$52.2K
1,175
+0%
减持
ED
CONSOLIDATED EDISON INC
+$50.7K
5,235
-5%
增持
CSCO
CISCO SYS INC
+$50.6K
8,790
+0%
增持
SGOL
ETFS GOLD TR
+$48.4K
10,530
+8%
增持
VFF
VILLAGE FARMS INTL INC
+$48.3K
751,166
+18%
增持
AMAT
APPLIED MATLS INC
-$47.6K
2,592
+7%
减持
ADBE
ADOBE INC
-$46.4K
1,155
-0%
增持
DE
DEERE & CO
+$45.6K
608
+9%
增持
AMT
AMERICAN TOWER CORP NEW
+$45.0K
1,140
+1%
增持
AMZN
AMAZON COM INC
-$44.7K
28,638
+3%
增持
—
EXXON MOBIL CORP
+$43.3K
13,038
+1%
减持
VTI
VANGUARD INDEX FDS
-$41.6K
3,844
-9%
减持
BAC
BANK AMERICA CORP
-$41.6K
38,046
-2%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$40.6K
15,736
-0%
减持
SHEL
SHELL PLC
-$40.2K
4,507
-4%
减持
XNOV
FIRST TR EXCHNG TRADED FD VI
-$40.0K
71,520
-3%
减持
DIS
DISNEY WALT CO
-$38.3K
9,072
-1%
增持
SPDV
ETF SER SOLUTIONS
+$38.2K
10,843
+0%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$37.2K
27,087
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$37.1K
6,850
+2%
增持
ZTS
ZOETIS INC
+$35.8K
1,503
+1%
增持
IMCG
ISHARES TR
+$32.9K
6,111
+0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$32.9K
42,142
+1%
增持
GOOG
ALPHABET INC
+$32.7K
4,360
+15%
增持
SPYG
SPDR SER TR
+$32.7K
3,268
+10%
增持
VBK
VANGUARD INDEX FDS
+$32.5K
1,826
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$31.2K
8,208
+1%
增持
IXN
ISHARES TR
+$29.4K
2,988
+14%
减持
XLE
SELECT SECTOR SPDR TR
-$28.8K
4,181
-4%
增持
IYF
ISHARES TR
+$28.6K
2,956
+0%
减持
CMCSA
COMCAST CORP NEW
+$28.4K
11,297
-0%
增持
BOTZ
GLOBAL X FDS
+$25.2K
10,825
+3%
减持
IVV
ISHARES TR
+$24.3K
1,026
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$19.3K
4,714
+2%
减持
FLQL
FRANKLIN TEMPLETON ETF TR
+$18.7K
10,502
-1%
增持
PEP
PEPSICO INC
+$18.4K
2,316
+2%
减持
NMFC
NEW MTN FIN CORP
-$18.0K
48,816
-1%
增持
JMIA
JUMIA TECHNOLOGIES AG
-$17.6K
10,520
+0%
减持
NVS
NOVARTIS AG
+$17.3K
2,329
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$17.2K
9,210
+0%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$16.5K
3,431
+0%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$16.3K
7,573
-3%
减持
CALF
PACER FDS TR
+$15.2K
14,690
-4%
