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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 67
减持 66
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
MLPX
GLOBAL X FDS
+$2.6M
42,460
增持
AMZN
AMAZON COM INC
+$1.1M
29,466
+3%
减持
ORCL
ORACLE CORP
-$943.0K
24,231
-17%
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
AAPL
APPLE INC
+$843.6K
51,480
-0%
增持
TSLA
TESLA INC
+$731.5K
4,551
+8%
增持
WMT
WALMART INC
+$702.2K
40,497
+11%
清仓
CALF
PACER FDS TR
-$683.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$630.0K
39,425
+3%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$586.2K
313,895
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$561.3K
14,974
+132%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$432.4K
174,835
-2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$413.5K
294,350
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$390.9K
36,184
-12%
增持
SPYI
NEOS ETF TRUST
+$365.4K
11,806
+158%
增持
QYLD
GLOBAL X FDS
+$364.8K
52,345
+60%
增持
SPY
SPDR S&P 500 ETF TR
+$363.1K
10,761
+4%
增持
QQQ
INVESCO QQQ TR
+$359.2K
8,265
+4%
减持
XLU
SELECT SECTOR SPDR TR
-$355.0K
57,148
-1%
增持
XNOV
FIRST TR EXCHNG TRADED FD VI
+$333.5K
80,515
+13%
建仓
PVAL
PUTNAM ETF TRUST
+$333.0K
8,970
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$332.4K
8,695
-1%
建仓
MSTR
MICROSTRATEGY INC
+$314.8K
1,087
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$303.8K
5,389
清仓
DOW
DOW INC
-$283.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$273.0K
7,045
+3%
增持
ABBV
ABBVIE INC
-$267.2K
13,652
+0%
清仓
AMT
AMERICAN TOWER CORP NEW
-$265.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$263.4K
23,849
-1%
清仓
RRX
REGAL REXNORD CORPORATION
-$255.6K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$253.7K
4,248
+10%
清仓
INCO
COLUMBIA ETF TR II
-$225.3K
0
-100%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$222.9K
182,809
+18%
清仓
DKNG
DRAFTKINGS INC NEW
-$222.7K
0
-100%
减持
IEP
ICAHN ENTERPRISES LP
-$221.9K
36,166
-9%
清仓
PSX
PHILLIPS 66
-$219.8K
0
-100%
减持
AVGO
BROADCOM INC
+$217.5K
3,947
-2%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$211.5K
0
-100%
增持
CYPH
LEAP THERAPEUTICS INC
+$211.3K
361,253
+12%
清仓
SHV
ISHARES TR
-$209.0K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$207.6K
1,927
减持
GOOGL
ALPHABET INC
+$206.0K
9,599
-1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$203.5K
0
-100%
清仓
UNP
UNION PAC CORP
-$203.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$202.5K
7,301
-1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$199.6K
61,220
-0%
增持
MAGS
LISTED FD TR
+$195.7K
23,393
+4%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$194.8K
12,647
减持
MRK
MERCK & CO INC
-$193.0K
7,942
-8%
增持
ENB
ENBRIDGE INC
+$187.3K
13,634
+42%
增持
AGEN
AGENUS INC
-$177.4K
70,081
+4%
减持
LLY
ELI LILLY & CO
-$172.5K
1,058
-5%
减持
NEE
NEXTERA ENERGY INC
-$162.0K
10,021
-4%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$161.2K
12,040
-18%
减持
CRM
SALESFORCE INC
+$157.3K
7,855
-13%
减持
—
EXXON MOBIL CORP
-$157.3K
12,746
-2%
增持
SQ
BLOCK INC
+$156.7K
8,340
+1%
减持
DOGG
FIRST TR EXCHANGE-TRADED FD
-$153.9K
65,177
-2%
增持
META
META PLATFORMS INC
+$143.0K
2,801
+7%
减持
CVS
CVS HEALTH CORP
-$137.4K
7,000
-3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$134.0K
28,078
-0%
减持
PYPL
PAYPAL HLDGS INC
+$130.6K
25,468
-3%
减持
T
AT&T INC
-$130.3K
73,792
-10%
减持
BAC
BANK AMERICA CORP
+$127.6K
37,252
-2%
增持
XLV
SELECT SECTOR SPDR TR
-$122.5K
7,791
+0%
增持
GOOG
ALPHABET INC
+$122.3K
4,470
+3%
增持
PAVE
GLOBAL X FDS
+$115.1K
34,699
+11%
减持
PFE
PFIZER INC
-$114.5K
27,001
-6%
增持
STXV
EA SERIES TRUST
+$109.0K
13,975
+40%
增持
VFF
VILLAGE FARMS INTL INC
-$106.1K
768,483
+2%
增持
SPYM
SPDR SER TR
+$103.7K
19,903
+6%
减持
UBER
UBER TECHNOLOGIES INC
-$102.2K
4,179
-11%
减持
PFLD
ETF SER SOLUTIONS
-$100.7K
46,198
-7%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$99.9K
23,415
-14%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$94.4K
8,349
+5%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$93.8K
18,631
+6%
减持
HNDL
STRATEGY SHS
-$91.0K
11,240
-24%
增持
VRT
VERTIV HOLDINGS CO
+$83.6K
3,519
+11%
减持
JNJ
JOHNSON & JOHNSON
-$81.9K
3,874
-2%
减持
DIS
DISNEY WALT CO
+$78.0K
8,538
-6%
增持
ED
CONSOLIDATED EDISON INC
-$75.8K
5,260
+0%
增持
COST
COSTCO WHSL CORP NEW
+$75.4K
796
+8%
增持
AMAT
APPLIED MATLS INC
-$75.4K
2,757
+6%
减持
F
FORD MTR CO
-$75.0K
22,393
-20%
减持
DVN
DEVON ENERGY CORP NEW
-$75.0K
6,209
-13%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$72.6K
1,341
-3%
减持
NFLX
NETFLIX INC
+$68.8K
382
-0%
增持
HD
HOME DEPOT INC
-$68.5K
4,442
+0%
减持
PEP
PEPSICO INC
-$67.1K
2,148
-7%
增持
AMGN
AMGEN INC
-$64.8K
1,137
+2%
减持
WFC
WELLS FARGO CO NEW
+$59.8K
6,207
-7%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$56.0K
6,540
-14%
增持
PRU
PRUDENTIAL FINL INC
-$55.0K
21,582
+0%
增持
VTI
VANGUARD INDEX FDS
+$54.6K
3,945
+3%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$54.2K
9,846
+7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$53.0K
7,956
-3%
增持
KO
COCA COLA CO
-$52.7K
6,254
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$52.3K
1,107
-6%
减持
ZTS
ZOETIS INC
-$52.3K
1,481
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$52.2K
4,098
-1%
减持
CMCSA
COMCAST CORP NEW
-$52.1K
11,185
-1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$50.7K
35,871
+3%
减持
TXN
TEXAS INSTRS INC
-$50.5K
1,128
-11%
增持
IP
INTERNATIONAL PAPER CO
+$50.2K
10,094
+0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$50.2K
3,832
-4%
减持
GLD
SPDR GOLD TR
-$50.0K
1,470
-12%
增持
ADBE
ADOBE INC
-$48.9K
1,235
+7%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$48.7K
15,457
-2%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$46.7K
6,738
+0%
增持
ET
ENERGY TRANSFER L P
+$45.7K
12,004
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$45.3K
471
-3%
减持
GD
GENERAL DYNAMICS CORP
-$44.2K
762
-6%
减持
IYH
ISHARES TR
-$43.8K
6,272
-0%
增持
HWM
HOWMET AEROSPACE INC
+$42.7K
4,673
+0%
减持
SO
SOUTHERN CO
-$42.7K
4,764
-1%
增持
HON
HONEYWELL INTL INC
+$42.2K
1,125
+10%
减持
ARCC
ARES CAPITAL CORP
+$41.8K
66,699
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$39.8K
13,040
+0%
增持
IWY
ISHARES TR
+$39.6K
2,565
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.3K
4,167
-0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$37.1K
24,302
-3%
减持
IDMO
INVESCO EXCH TRADED FD TR II
-$35.7K
7,711
-7%
增持
LOW
LOWES COS INC
+$34.4K
2,856
+15%
增持
CAVA
CAVA GROUP INC
-$34.2K
5,356
+4%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$33.9K
31,909
+2%
增持
—
HUDSON PAC PPTYS INC
+$33.5K
30,000
+150%
减持
DIVO
AMPLIFY ETF TR
-$32.9K
23,200
-2%
增持
SLV
ISHARES SILVER TR
+$28.9K
11,012
+20%
增持
NMFC
NEW MTN FIN CORP
-$28.7K
49,387
+1%
增持
SBUX
STARBUCKS CORP
+$27.7K
2,954
+19%
减持
CVX
CHEVRON CORP NEW
-$26.9K
3,241
-4%
增持
SPYG
SPDR SER TR
+$26.2K
3,381
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$25.4K
4,490
-1%
增持
QCOM
QUALCOMM INC
-$25.2K
1,539
+0%
减持
SHEL
SHELL PLC
-$22.9K
4,379
-3%
增持
SDY
SPDR SER TR
-$22.8K
2,752
+1%
减持
MO
ALTRIA GROUP INC
+$22.6K
21,707
-0%
减持
FINX
GLOBAL X FDS
+$22.3K
11,336
-4%
增持
VGT
VANGUARD WORLD FD
+$22.0K
572
+1%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$21.6K
31,752
+15%
增持
NOBL
PROSHARES TR
-$21.4K
5,291
+3%
增持
MCD
MCDONALDS CORP
-$21.2K
1,601
+1%
增持
IYF
ISHARES TR
+$21.1K
2,969
+0%
增持
PG
PROCTER AND GAMBLE CO
-$20.8K
4,146
+0%
增持
XLP
SELECT SECTOR SPDR TR
-$19.6K
7,460
+2%
增持
IXN
ISHARES TR
+$19.5K
3,140
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$18.3K
16,536
-1%
减持
CSCO
CISCO SYS INC
+$17.6K
8,198
-7%
减持
PNC
PNC FINL SVCS GROUP INC
-$17.0K
1,601
-9%
增持
IMCG
ISHARES TR
+$16.6K
6,124
+0%
增持
JMIA
JUMIA TECHNOLOGIES AG
-$15.2K
10,720
+2%
