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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 18
增持 82
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
GLXY
GALAXY DIGITAL INC.
+$26.8M
793,659
增持
TSLA
TESLA INC
+$2.3M
16,856
+4%
增持
VFF
VILLAGE FARMS INTL INC
+$1.8M
817,924
+19%
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
+$1.8M
46,839
-5%
增持
LB
LANDBRIDGE COMPANY LLC
+$1.5M
50,765
+192%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.4M
292,230
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
41,475
+2%
减持
ORCL
ORACLE CORP
+$1.3M
20,709
-0%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
+$1.2M
307,093
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$857.8K
12,196
+4%
增持
QQQ
INVESCO QQQ TR
+$650.9K
9,613
+4%
减持
ABBV
ABBVIE INC
+$623.3K
13,582
-0%
增持
VOO
VANGUARD INDEX FDS
+$567.3K
5,349
+12%
建仓
QBTS
D-WAVE QUANTUM INC
+$565.2K
22,875
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$489.6K
156,691
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$455.9K
9,627
+1%
减持
CAVA
CAVA GROUP INC
-$406.9K
5,891
-35%
增持
TRFM
ETF SER SOLUTIONS
+$403.7K
20,936
+48%
增持
XLU
SELECT SECTOR SPDR TR
+$353.9K
42,316
+4%
建仓
AG
FIRST MAJESTIC SILVER CORP
+$343.0K
20,100
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$329.1K
191,517
+2%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$322.2K
0
-100%
增持
MAGS
LISTED FDS TR
+$320.0K
25,523
+6%
增持
GOOG
ALPHABET INC
+$315.0K
4,708
+0%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$314.0K
181,673
+0%
减持
PYPL
PAYPAL HLDGS INC
-$311.1K
21,921
-9%
减持
CRM
SALESFORCE INC
-$302.9K
7,761
-1%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$290.8K
19,515
-0%
建仓
RGTI
RIGETTI COMPUTING INC
+$280.8K
9,426
减持
MSFT
MICROSOFT CORP
+$280.0K
16,783
-1%
建仓
IPO
RENAISSANCE CAP GREENWICH FD
+$270.2K
5,452
增持
AMD
ADVANCED MICRO DEVICES INC
+$264.7K
7,916
+11%
建仓
UNH
UNITEDHEALTH GROUP INC
+$261.3K
757
增持
RWL
INVESCO EXCH TRADED FD TR II
+$259.1K
20,258
+7%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$259.1K
40,789
-10%
建仓
RBLX
ROBLOX CORP
+$246.2K
1,777
建仓
VST
VISTRA CORP
+$243.8K
1,244
建仓
XSD
SPDR SERIES TRUST
+$240.7K
754
建仓
UPS
UNITED PARCEL SERVICE INC
+$237.0K
2,838
清仓
DE
DEERE & CO
-$234.1K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$226.7K
38,668
+14%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$225.9K
242
清仓
ZTS
ZOETIS INC
-$221.7K
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$219.8K
1,535
清仓
HON
HONEYWELL INTL INC
-$218.4K
0
-100%
减持
ARCC
ARES CAPITAL CORP
-$217.5K
57,906
-9%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$216.8K
20,808
+12%
建仓
RTX
RTX CORPORATION
+$212.0K
1,267
清仓
NLR
VANECK ETF TRUST
-$209.6K
0
-100%
建仓
BLK
BLACKROCK INC
+$208.4K
179
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$208.1K
13,120
+34%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$206.2K
0
-100%
增持
PAVE
GLOBAL X FDS
+$205.0K
38,687
+3%
建仓
QQQE
DIREXION SHS ETF TR
+$204.2K
2,010
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$201.2K
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$201.0K
30,231
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$200.8K
719
增持
MO
ALTRIA GROUP INC
+$199.9K
23,913
+2%
减持
DIS
DISNEY WALT CO
-$191.5K
6,315
-14%
减持
AVGO
BROADCOM INC
+$188.1K
4,067
-3%
增持
ENB
ENBRIDGE INC
+$183.3K
16,751
+15%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$181.8K
39,690
+7%
增持
VRT
VERTIV HOLDINGS CO
+$181.0K
7,621
+1%
增持
BKDV
BNY MELLON ETF TRUST II
+$169.7K
73,945
+4%
建仓
YYY
AMPLIFY ETF TR
+$157.7K
13,357
增持
GLD
SPDR GOLD TR
+$156.3K
1,762
+14%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$152.0K
3,758
+34%
增持
WMT
WALMART INC
+$146.8K
27,552
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$146.4K
9,811
-1%
建仓
AGNC
AGNC INVT CORP
+$143.2K
14,628
减持
JMIA
JUMIA TECHNOLOGIES AG
+$141.3K
19,648
-9%
减持
BAC
BANK AMERICA CORP
+$137.0K
36,148
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$132.8K
7,939
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$130.9K
7,354
-3%
增持
GLW
CORNING INC
+$130.6K
4,032
+6%
增持
BTI
BRITISH AMERN TOB PLC
+$124.1K
15,578
+5%
增持
SOFI
SOFI TECHNOLOGIES INC
+$123.4K
14,101
+3%
增持
LRCX
LAM RESEARCH CORP
+$121.3K
2,651
+10%
增持
BTCO
INVESCO GALAXY BITCOIN ETF
+$120.5K
3,012
+45%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$119.4K
8,379
+3%
减持
HD
HOME DEPOT INC
+$118.3K
4,200
-3%
增持
NEE
NEXTERA ENERGY INC
+$117.0K
11,158
+7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$116.9K
59,174
-1%
增持
SLV
ISHARES SILVER TR
+$111.1K
8,192
+14%
增持
IMCG
ISHARES TR
+$108.6K
8,896
+14%
增持
IWY
ISHARES TR
+$107.8K
2,777
+5%
增持
PFE
PFIZER INC
+$107.1K
27,908
+12%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$103.1K
12,256
+6%
减持
PRU
PRUDENTIAL FINL INC
-$94.2K
20,684
-1%
减持
GE
GE AEROSPACE
+$90.9K
2,346
-2%
增持
PVAL
PUTNAM ETF TRUST
+$90.8K
11,570
+15%
增持
SGOL
ETFS GOLD TR
+$90.7K
12,902
+6%
减持
VTI
VANGUARD INDEX FDS
+$87.8K
3,929
-1%
增持
PEP
PEPSICO INC
+$86.2K
2,631
+23%
减持
JNJ
JOHNSON & JOHNSON
+$84.4K
2,740
-1%
增持
—
MICROSTRATEGY INC
-$84.3K
2,967
+1%
增持
LOW
LOWES COS INC
+$83.6K
2,815
+0%
减持
CMCSA
COMCAST CORP NEW
-$81.3K
8,858
-12%
增持
VGT
VANGUARD WORLD FD
+$81.1K
607
+8%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$78.4K
7,962
+3%
减持
CAT
CATERPILLAR INC
+$77.4K
904
-1%
增持
AMAT
APPLIED MATLS INC
+$77.0K
3,203
+1%
减持
XNOV
FIRST TR EXCHNG TRADED FD VI
-$74.6K
75,720
-5%
增持
COWZ
PACER FDS TR
+$71.1K
16,239
+4%
减持
ABT
ABBOTT LABS
-$71.0K
8,115
-5%
减持
GS
GOLDMAN SACHS GROUP INC
+$69.6K
802
-0%
增持
SPYI
NEOS ETF TRUST
+$68.2K
18,780
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$68.1K
4,133
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$63.6K
3,172
-2%
增持
CVS
CVS HEALTH CORP
+$63.3K
7,969
+2%
增持
META
META PLATFORMS INC
+$61.1K
3,026
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$60.8K
13,288
+6%
减持
T
AT&T INC
-$60.4K
63,923
-1%
增持
IVV
ISHARES TR
+$60.4K
1,006
+2%
增持
VBR
VANGUARD INDEX FDS
+$58.5K
2,262
+7%
增持
MLPX
GLOBAL X FDS
+$58.3K
49,612
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$55.8K
8,773
+6%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$55.8K
42,973
+3%
增持
BOTZ
GLOBAL X FDS
+$52.9K
11,255
+6%
增持
GEV
GE VERNOVA INC
+$52.4K
457
+6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$51.8K
27,435
-1%
增持
SHEL
SHELL PLC
+$50.9K
5,159
+14%
增持
MSTR
MICROSTRATEGY INC
-$49.2K
2,497
+18%
增持
SOXX
ISHARES TR
+$47.9K
1,365
+1%
增持
SPYG
SPDR SERIES TRUST
+$46.9K
4,337
+2%
增持
VBK
VANGUARD INDEX FDS
+$46.6K
1,757
+2%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$46.4K
37,347
+2%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$46.3K
3,613
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$43.7K
5,887
+3%
减持
SBUX
STARBUCKS CORP
-$43.0K
2,455
-10%
清仓
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
-$42.1K
0
-100%
减持
DGRW
WISDOMTREE TR
+$40.5K
8,664
-1%
减持
CYPH
LEAP THERAPEUTICS INC
-$39.5K
137,959
-60%
增持
FPE
FIRST TR EXCH TRADED FD III
+$39.3K
14,690
+14%
减持
—
EXXON MOBIL CORP
+$39.0K
12,484
-2%
增持
SDY
SPDR SERIES TRUST
+$38.1K
3,259
+6%
减持
V
VISA INC
-$37.0K
1,419
-3%
减持
CVX
CHEVRON CORP NEW
+$36.7K
3,280
-1%
增持
COST
COSTCO WHSL CORP NEW
-$36.7K
790
+2%
增持
NFLX
NETFLIX INC
-$36.2K
459
+5%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$36.0K
3,773
+1%
减持
DIVO
AMPLIFY ETF TR
+$35.7K
21,900
-1%
减持
GD
GENERAL DYNAMICS CORP
+$35.2K
730
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$34.9K
3,859
+4%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$34.2K
7,942
+5%
减持
SPDV
ETF SER SOLUTIONS
+$34.1K
16,757
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.9K
8,805
+1%
减持
MRK
MERCK & CO INC
+$32.5K
7,179
-0%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$30.6K
28,216
+6%
增持
PSX
PHILLIPS 66
+$30.5K
1,699
+1%
