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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 77
减持 53
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$2.2M
40,573
+5%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
+$2.1M
308,961
-1%
减持
MSFT
MICROSOFT CORP
+$2.1M
16,913
-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。
增持
TSLA
TESLA INC
+$1.6M
16,282
+17%
减持
AAPL
APPLE INC
-$1.2M
49,450
-3%
增持
AMZN
AMAZON COM INC
+$1.2M
30,668
+5%
减持
ORCL
ORACLE CORP
+$1.1M
20,718
-15%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
291,655
-1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$969.4K
154,981
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$928.8K
11,762
+4%
增持
QQQ
INVESCO QQQ TR
+$920.0K
9,282
+4%
增持
BKDV
BNY MELLON ETF TRUST II
+$686.6K
70,875
+49%
减持
XLV
SELECT SECTOR SPDR TR
-$660.5K
3,725
-53%
建仓
TRFM
ETF SER SOLUTIONS
+$610.3K
14,130
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$587.1K
9,538
+13%
增持
META
META PLATFORMS INC
+$577.4K
2,928
+7%
增持
AVGO
BROADCOM INC
+$506.4K
4,186
+8%
增持
LB
LANDBRIDGE COMPANY LLC
+$493.4K
17,377
+84%
增持
VRT
VERTIV HOLDINGS CO
+$468.4K
7,544
+9%
增持
VOO
VANGUARD INDEX FDS
+$463.6K
4,768
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$452.2K
9,887
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$438.6K
7,722
+31%
增持
SPYM
SPDR SERIES TRUST
+$422.5K
29,816
+12%
增持
MSTR
MICROSTRATEGY INC
+$380.1K
2,112
+29%
增持
JPM
JPMORGAN CHASE & CO.
+$356.6K
7,550
+1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$356.5K
18,555
+11%
建仓
—
MICROSTRATEGY INC
+$356.4K
2,945
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$349.2K
19,606
+7%
增持
VFF
VILLAGE FARMS INTL INC
+$347.1K
687,285
+2%
增持
WMT
WALMART INC
+$328.5K
27,538
+2%
增持
ABBV
ABBVIE INC
-$322.4K
13,583
+0%
建仓
STXG
EA SERIES TRUST
+$299.1K
6,500
增持
AMD
ADVANCED MICRO DEVICES INC
+$296.3K
7,160
+2%
增持
PAVE
GLOBAL X FDS
+$274.7K
37,578
+4%
增持
HWM
HOWMET AEROSPACE INC
+$257.0K
4,555
+0%
建仓
SMH
VANECK ETF TRUST
+$250.4K
898
增持
MAGS
LISTED FDS TR
+$246.5K
24,074
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$246.1K
3,225
-21%
建仓
DKNG
DRAFTKINGS INC NEW
+$242.0K
5,642
清仓
UNH
UNITEDHEALTH GROUP INC
-$240.2K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$233.7K
2,401
增持
FDL
FIRST TR EXCHANGE-TRADED FD
-$228.6K
180,856
+1%
建仓
GEV
GE VERNOVA INC
+$228.6K
432
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$223.1K
7,579
建仓
BTCO
INVESCO GALAXY BITCOIN ETF
+$222.9K
2,073
增持
CAVA
CAVA GROUP INC
+$222.4K
9,056
+45%
建仓
HON
HONEYWELL INTL INC
+$218.4K
938
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$215.4K
3,080
建仓
GD
GENERAL DYNAMICS CORP
+$213.7K
733
建仓
NLR
VANECK ETF TRUST
+$209.6K
1,885
减持
JNJ
JOHNSON & JOHNSON
-$207.7K
2,774
-27%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$206.2K
3,628
建仓
EEM
ISHARES TR
+$206.0K
4,270
建仓
CWB
SPDR SERIES TRUST
+$205.0K
2,480
清仓
HNDL
STRATEGY SHS
-$204.4K
0
-100%
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$201.2K
5,253
建仓
GLW
CORNING INC
+$200.1K
3,805
减持
GOOGL
ALPHABET INC
+$198.2K
10,335
-2%
增持
SPDV
ETF SER SOLUTIONS
+$194.2K
16,891
+55%
减持
—
EXXON MOBIL CORP
-$192.6K
12,695
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$190.8K
1,348
-4%
减持
BAC
BANK AMERICA CORP
+$186.3K
36,516
-1%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$181.1K
9,762
+35%
增持
NFLX
NETFLIX INC
+$180.0K
438
+0%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$156.6K
39,944
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$154.8K
4,137
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$151.0K
5,713
+9%
增持
AMAT
APPLIED MATLS INC
+$149.8K
3,162
+7%
减持
MRK
MERCK & CO INC
-$145.1K
7,201
-10%
增持
GOOG
ALPHABET INC
+$143.3K
4,688
+6%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$141.1K
45,145
+5%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$141.0K
8,153
+1%
增持
VTI
VANGUARD INDEX FDS
+$137.8K
3,953
+2%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$130.1K
2,798
+46%
增持
BTI
BRITISH AMERN TOB PLC
+$126.3K
14,848
+7%
减持
HACK
AMPLIFY ETF TR
+$124.4K
9,527
-2%
减持
PRU
PRUDENTIAL FINL INC
-$123.7K
20,849
-1%
减持
GE
GE AEROSPACE
+$119.1K
2,389
-4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$118.5K
19,010
+1%
增持
V
VISA INC
+$118.0K
1,468
+28%
增持
IWY
ISHARES TR
+$116.8K
2,646
+4%
减持
T
AT&T INC
-$114.8K
64,465
-8%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$114.6K
188,175
+5%
减持
BDX
BECTON DICKINSON & CO
-$114.3K
1,407
-10%
减持
PYPL
PAYPAL HLDGS INC
+$113.2K
23,966
-6%
增持
SPYG
SPDR SERIES TRUST
+$113.2K
4,264
+17%
减持
SLV
ISHARES SILVER TR
-$110.9K
7,192
-36%
增持
IMCG
ISHARES TR
+$98.0K
7,820
+6%
减持
NMFC
NEW MTN FIN CORP
-$95.3K
39,940
-15%
减持
SQ
BLOCK INC
+$93.8K
8,055
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$91.9K
34,038
-1%
减持
SOFI
SOFI TECHNOLOGIES INC
+$85.3K
13,682
-3%
减持
AGEN
AGENUS INC
+$84.6K
39,534
-38%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$79.6K
8,677
+6%
减持
DIS
DISNEY WALT CO
+$76.3K
7,375
-13%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$74.4K
11,553
+1%
减持
PG
PROCTER AND GAMBLE CO
-$73.3K
3,902
-4%
增持
SOXX
ISHARES TR
+$72.4K
1,349
+2%
增持
COWZ
PACER FDS TR
+$71.1K
15,647
+8%
减持
IP
INTERNATIONAL PAPER CO
-$70.1K
9,730
-1%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$64.9K
3,612
-1%
增持
DGRW
WISDOMTREE TR
+$63.4K
8,720
+4%
减持
XLP
SELECT SECTOR SPDR TR
-$63.0K
7,345
-9%
增持
BOTZ
GLOBAL X FDS
+$62.3K
10,592
+6%
增持
SPYI
NEOS ETF TRUST
+$61.5K
18,164
+2%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$61.3K
3,726
-0%
增持
MLPX
GLOBAL X FDS
+$59.5K
48,720
+4%
增持
CVS
CVS HEALTH CORP
+$56.7K
7,791
+10%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$56.0K
2,800
-22%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$55.0K
41,710
+2%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$54.9K
21,604
+45%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$52.3K
7,709
+0%
增持
ED
CONSOLIDATED EDISON INC
-$51.7K
5,306
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$51.7K
36,537
+13%
减持
SBUX
STARBUCKS CORP
-$50.3K
2,736
-11%
减持
FINX
GLOBAL X FDS
+$49.7K
8,912
-4%
减持
IVV
ISHARES TR
+$49.7K
988
-1%
减持
IYH
ISHARES TR
-$49.5K
5,806
-6%
减持
WFC
WELLS FARGO CO NEW
+$48.3K
6,093
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$46.9K
8,673
+42%
增持
CVX
CHEVRON CORP NEW
-$46.6K
3,301
+6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$46.3K
27,816
-0%
增持
QYLD
GLOBAL X FDS
+$46.3K
67,361
+4%
减持
CSCO
CISCO SYS INC
+$45.8K
7,540
-3%
增持
PVAL
PUTNAM ETF TRUST
+$45.2K
10,028
+7%
减持
PFE
PFIZER INC
-$44.9K
24,919
-3%
增持
GLD
SPDR GOLD TR
+$44.5K
1,542
+4%
增持
XYLD
GLOBAL X FDS
+$43.5K
8,242
+17%
减持
SO
SOUTHERN CO
-$43.3K
4,376
-10%
减持
LOW
LOWES COS INC
-$42.9K
2,811
-2%
增持
CAG
CONAGRA BRANDS INC
+$42.5K
12,868
+55%
减持
CAT
CATERPILLAR INC
+$42.5K
912
-3%
减持
F
FORD MTR CO
-$42.0K
17,286
-24%
减持
CMCSA
COMCAST CORP NEW
-$41.9K
10,075
-7%
增持
ADBE
ADOBE INC
+$39.3K
1,414
+7%
增持
FPE
FIRST TR EXCH TRADED FD III
+$38.4K
12,844
+19%
增持
CSX
CSX CORP
+$38.1K
11,000
+1%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$38.1K
6,614
-2%
增持
FTQI
FIRST TR EXCHANGE TRADED FD
+$37.7K
18,503
+8%
减持
MCD
MCDONALDS CORP
-$35.0K
1,599
-0%
增持
AMGN
AMGEN INC
-$34.3K
1,159
+1%
增持
ARCC
ARES CAPITAL CORP
+$34.2K
63,721
+3%
增持
CRM
SALESFORCE INC
+$34.1K
7,856
+0%
减持
BA
BOEING CO
+$34.0K
1,376
-8%
增持
SGOL
ETFS GOLD TR
+$33.4K
12,182
+4%
增持
XLE
SELECT SECTOR SPDR TR
-$32.5K
4,387
+1%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$32.2K
8,841
-12%
减持
HD
HOME DEPOT INC
-$31.9K
4,319
-2%
增持
PEP
PEPSICO INC
-$29.8K
2,145
+3%
减持
COST
COSTCO WHSL CORP NEW
-$28.8K
776
-8%
