小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 69
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.7M
16,937
-29%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.6M
134,278
+453%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$3.3M
0
-100%
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。
增持
TSLA
TESLA INC
+$1.8M
13,945
+206%
减持
AAPL
APPLE INC
-$1.5M
51,231
-0%
减持
WMT
WALMART INC
-$1.3M
26,930
-34%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.2M
18,278
清仓
DOGG
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
建仓
BKDV
BNY MELLON ETF TRUST II
+$1.2M
47,425
减持
NVDA
NVIDIA CORPORATION
-$1.1M
38,651
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$1.0M
42,151
-26%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$980.7K
0
-100%
清仓
PFLD
ETF SER SOLUTIONS
-$949.8K
0
-100%
增持
CYPH
LEAP THERAPEUTICS INC
-$920.0K
388,721
+8%
减持
AMZN
AMAZON COM INC
-$910.7K
29,191
-1%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$762.2K
179,582
+3%
建仓
LB
LANDBRIDGE COMPANY LLC
+$680.9K
9,465
增持
ORCL
ORACLE CORP
-$638.2K
24,317
+0%
清仓
FLQL
FRANKLIN TEMPLETON ETF TR
-$615.9K
0
-100%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$567.6K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$505.7K
25,563
+0%
增持
MLPX
GLOBAL X FDS
+$421.9K
46,910
+10%
减持
ABBV
ABBVIE INC
+$417.8K
13,573
-1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$417.7K
42,809
+19%
增持
SPYM
SPDR SER TR
+$372.7K
26,534
+33%
建仓
FTQI
FIRST TR EXCHANGE TRADED FD
+$324.2K
17,200
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$310.6K
180,012
-2%
减持
T
AT&T INC
+$300.2K
70,029
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$293.8K
9,903
+0%
建仓
XYLD
GLOBAL X FDS
+$277.4K
7,025
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$275.6K
4,064
-2%
减持
AVGO
BROADCOM INC
-$267.6K
3,867
-2%
增持
SQ
BLOCK INC
-$255.5K
8,344
+0%
清仓
HON
HONEYWELL INTL INC
-$254.1K
0
-100%
增持
SPYI
NEOS ETF TRUST
+$252.5K
17,801
+51%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$238.6K
293,291
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$232.6K
36,446
+14%
增持
MO
ALTRIA GROUP INC
+$231.8K
22,774
+5%
建仓
CAG
CONAGRA BRANDS INC
+$220.9K
8,282
清仓
SMH
VANECK ETF TRUST
-$217.5K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$213.7K
1,347
建仓
PSX
PHILLIPS 66
+$204.9K
1,660
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$202.6K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$200.7K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$194.5K
21,164
-2%
增持
GOOGL
ALPHABET INC
-$194.0K
10,497
+9%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$190.2K
10,813
增持
—
EXXON MOBIL CORP
+$190.0K
13,126
+3%
增持
MAGS
LISTED FD TR
-$184.2K
23,743
+1%
减持
VFF
VILLAGE FARMS INTL INC
-$183.6K
675,965
-12%
增持
CVS
CVS HEALTH CORP
+$166.5K
7,096
+1%
减持
GOOG
ALPHABET INC
-$163.0K
4,405
-1%
增持
MSTR
MICROSTRATEGY INC
+$158.8K
1,643
+51%
减持
ABT
ABBOTT LABS
+$154.6K
8,607
-1%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$146.4K
9,994
-17%
减持
AMD
ADVANCED MICRO DEVICES INC
-$131.3K
7,005
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$129.9K
5,243
+25%
增持
QYLD
GLOBAL X FDS
+$126.3K
64,942
+24%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$122.4K
8,232
+53%
减持
VZ
VERIZON COMMUNICATIONS INC
+$117.8K
34,496
-5%
增持
ED
CONSOLIDATED EDISON INC
+$114.8K
5,283
+0%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$113.2K
8,075
-3%
减持
HD
HOME DEPOT INC
-$112.5K
4,408
-1%
减持
DIS
DISNEY WALT CO
-$112.4K
8,493
-1%
减持
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
-$108.0K
150,150
-41%
增持
VRT
VERTIV HOLDINGS CO
+$100.4K
6,929
+97%
减持
FINX
GLOBAL X FDS
-$98.6K
9,262
-18%
增持
XNOV
FIRST TR EXCHNG TRADED FD VI
+$98.1K
84,205
+5%
减持
AGEN
AGENUS INC
-$96.0K
63,803
-9%
减持
BAC
BANK AMERICA CORP
-$95.6K
36,942
-1%
减持
ARCC
ARES CAPITAL CORP
-$94.9K
61,605
-8%
增持
XLV
SELECT SECTOR SPDR TR
+$90.8K
7,962
+2%
减持
MMM
3M CO
+$84.6K
5,485
-2%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$83.5K
312,744
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$82.1K
7,469
+2%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$82.0K
3,663
-4%
增持
SGOL
ETFS GOLD TR
+$80.1K
11,763
+9%
减持
HWM
HOWMET AEROSPACE INC
+$79.7K
4,554
-3%
减持
VTI
VANGUARD INDEX FDS
-$79.5K
3,870
-2%
减持
GE
GE AEROSPACE
+$77.8K
2,478
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$77.0K
27,889
-1%
清仓
KRNY
KEARNY FINL CORP MD
-$75.9K
0
-100%
增持
MRK
MERCK & CO INC
-$74.9K
7,968
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$71.3K
8,053
+8%
减持
JNJ
JOHNSON & JOHNSON
+$71.1K
3,807
-2%
增持
GLD
SPDR GOLD TR
+$69.7K
1,477
+0%
增持
LLY
ELI LILLY & CO
+$69.2K
1,073
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$68.3K
40,724
-2%
增持
COST
COSTCO WHSL CORP NEW
+$68.2K
843
+6%
减持
IWY
ISHARES TR
-$68.1K
2,538
-1%
减持
PFE
PFIZER INC
-$67.4K
25,610
-5%
增持
IMCG
ISHARES TR
+$66.8K
7,411
+21%
减持
VBK
VANGUARD INDEX FDS
-$66.2K
1,720
-3%
增持
NFLX
NETFLIX INC
+$66.1K
436
+14%
增持
COWZ
PACER FDS TR
+$64.7K
14,446
+12%
增持
CAVA
CAVA GROUP INC
-$63.7K
6,254
+17%
增持
NOBL
PROSHARES TR
+$63.6K
5,777
+9%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$62.9K
46,715
-5%
增持
AMGN
AMGEN INC
+$61.6K
1,149
+1%
减持
BOTZ
GLOBAL X FDS
-$59.3K
9,962
-7%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$59.0K
32,392
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$58.6K
1,053
-5%
增持
ENB
ENBRIDGE INC
+$58.0K
14,364
+5%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$56.9K
7,702
-0%
增持
SLV
ISHARES SILVER TR
+$56.9K
11,192
+2%
减持
META
META PLATFORMS INC
-$56.3K
2,748
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$55.5K
8,449
-3%
增持
SPYV
SPDR SER TR
+$53.2K
6,218
+20%
减持
KO
COCA COLA CO
+$53.0K
6,177
-1%
增持
SO
SOUTHERN CO
+$52.9K
4,840
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$51.6K
17,471
+6%
减持
VGT
VANGUARD WORLD FD
-$51.4K
561
-2%
减持
CVX
CHEVRON CORP NEW
+$49.8K
3,104
-4%
减持
CSX
CSX CORP
-$49.6K
10,900
-5%
增持
CTSO
CYTOSORBENTS CORP
+$47.0K
78,457
+127%
增持
SHEL
SHELL PLC
+$46.6K
4,380
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$44.2K
4,330
+3%
增持
VOO
VANGUARD INDEX FDS
-$44.2K
4,368
+3%
减持
DE
DEERE & CO
-$42.3K
460
-24%
减持
PNC
PNC FINL SVCS GROUP INC
-$42.2K
1,516
-5%
减持
HACK
AMPLIFY ETF TR
-$41.4K
9,728
-2%
增持
ADBE
ADOBE INC
-$41.4K
1,324
+7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$40.9K
4,060
-1%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$39.7K
18,765
+1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$39.7K
26,312
+7%
减持
NMFC
NEW MTN FIN CORP
-$39.4K
46,846
-5%
增持
PAVE
GLOBAL X FDS
-$39.3K
36,123
+4%
增持
LOW
LOWES COS INC
-$38.1K
2,858
+0%
增持
MCD
MCDONALDS CORP
+$38.0K
1,607
+0%
增持
REGL
PROSHARES TR
+$38.0K
3,428
+16%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$37.8K
60,399
-1%
减持
IVV
ISHARES TR
-$37.6K
1,003
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$36.9K
1,406
+5%
增持
WM
WASTE MGMT INC DEL
+$36.9K
1,053
+3%
增持
SDY
SPDR SER TR
+$36.1K
2,946
+7%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$35.6K
11,463
+16%
减持
HNDL
STRATEGY SHS
-$35.4K
9,690
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$34.6K
8,166
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.5K
5,886
+4%
减持
—
HUDSON PAC PPTYS INC
-$31.9K
20,000
-33%
增持
SBUX
STARBUCKS CORP
+$31.4K
3,069
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$31.3K
11,331
+5%
增持
SOFI
SOFI TECHNOLOGIES INC
-$30.9K
14,092
+11%
减持
BTI
BRITISH AMERN TOB PLC
+$29.9K
13,934
-7%
增持
CAT
CATERPILLAR INC
-$29.1K
945
+1%
减持
V
VISA INC
+$28.7K
1,151
-3%
增持
XLY
SELECT SECTOR SPDR TR
-$28.1K
1,090
+0%
减持
DVN
DEVON ENERGY CORP NEW
+$25.8K
6,122
-1%
增持
PVAL
PUTNAM ETF TRUST
+$25.3K
9,408
+5%
增持
QQQ
INVESCO QQQ TR
-$25.2K
8,957
+8%
