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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 47
减持 61
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
GLXY
GALAXY DIGITAL INC.
-$7.0M
888,443
+12%
增持
PVAL
PUTNAM ETF TRUST
+$5.6M
134,798
+1065%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$5.0M
140,936
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
FTCS
FIRST TR EXCHANGE-TRADED FD
-$4.7M
8,626
-85%
清仓
BKDV
BNY MELLON ETF TRUST II
-$2.1M
0
-100%
增持
ORCL
ORACLE CORP
-$1.7M
20,927
+1%
减持
ABBV
ABBVIE INC
-$1.7M
6,214
-54%
增持
BTCO
INVESCO GALAXY BITCOIN ETF
+$1.5M
21,419
+611%
清仓
PYPL
PAYPAL HLDGS INC
-$1.5M
0
-100%
减持
ABT
ABBOTT LABS
-$857.7K
1,829
-77%
增持
SPY
SPDR S&P 500 ETF TR
+$850.5K
13,162
+8%
减持
MSFT
MICROSOFT CORP
-$830.7K
16,257
-3%
增持
TRFM
ETF SER SOLUTIONS
+$758.6K
37,199
+78%
减持
CRM
SALESFORCE INC
-$748.3K
4,118
-47%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$646.0K
57,015
+33%
减持
GOOGL
ALPHABET INC
+$635.9K
10,058
-3%
建仓
SCHD
SCHWAB STRATEGIC TR
+$620.2K
22,611
增持
DIVO
AMPLIFY ETF TR
+$564.7K
34,625
+58%
减持
MSTR
STRATEGY INC
-$561.3K
1,601
-36%
增持
VOO
VANGUARD INDEX FDS
+$507.5K
6,032
+13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$503.3K
29,369
-24%
减持
T
AT&T INC
-$488.7K
52,997
-17%
减持
MLPX
GLOBAL X FDS
-$487.9K
43,337
-13%
减持
AAPL
APPLE INC
+$459.3K
45,560
-3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$439.8K
18,383
-12%
清仓
SMDV
PROSHARES TR
-$394.3K
0
-100%
清仓
NMFC
NEW MTN FIN CORP
-$391.5K
0
-100%
减持
VFF
VILLAGE FARMS INTL INC
-$390.0K
594,549
-27%
减持
AMD
ADVANCED MICRO DEVICES INC
+$390.0K
7,801
-1%
减持
XNOV
FIRST TR EXCHNG TRADED FD VI
-$380.8K
63,153
-17%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$378.2K
190,016
-1%
建仓
STKE
SOL STRATEGIES INC
+$377.3K
246,587
增持
LLY
ELI LILLY & CO
+$376.3K
1,157
+2%
增持
QBTS
D-WAVE QUANTUM INC
+$357.9K
35,300
+54%
减持
QQQ
INVESCO QQQ TR
-$357.5K
8,813
-8%
清仓
CAVA
CAVA GROUP INC
-$355.9K
0
-100%
减持
TSLA
TESLA INC
-$351.3K
15,888
-6%
清仓
AG
FIRST MAJESTIC SILVER CORP
-$343.0K
0
-100%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
+$341.1K
305,449
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$321.4K
3,280
-55%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$312.8K
22,371
+15%
减持
HD
HOME DEPOT INC
-$307.3K
4,053
-4%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$302.9K
0
-100%
增持
MAGS
LISTED FDS TR
+$302.6K
29,685
+16%
减持
GOOG
ALPHABET INC
+$300.6K
4,612
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$296.7K
8,120
+10%
清仓
FINX
GLOBAL X FDS
-$293.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$290.8K
8,363
-15%
建仓
IYK
ISHARES TR
+$290.3K
4,338
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$284.7K
46,007
+16%
增持
XLU
SELECT SECTOR SPDR TR
-$284.4K
79,783
+89%
清仓
RGTI
RIGETTI COMPUTING INC
-$280.8K
0
-100%
清仓
—
MICROSTRATEGY INC
-$272.1K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$261.3K
0
-100%
建仓
QTUM
ETF SER SOLUTIONS
+$258.5K
2,357
清仓
ILDR
FIRST TR EXCHNG TRADED FD VI
-$257.2K
0
-100%
减持
ADBE
ADOBE INC
-$254.5K
835
-46%
建仓
GARP
ISHARES TR
+$253.7K
3,725
建仓
MU
MICRON TECHNOLOGY INC
+$248.1K
869
清仓
RBLX
ROBLOX CORP
-$246.2K
0
-100%
减持
HACK
AMPLIFY ETF TR
-$239.5K
6,985
-24%
清仓
UPS
UNITED PARCEL SERVICE INC
-$237.0K
0
-100%
建仓
FTDS
FIRST TR EXCHANGE-TRADED FD
+$229.7K
4,066
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$229.0K
5,000
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$222.1K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$219.8K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$214.6K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$212.5K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$212.4K
0
-100%
建仓
TIP
ISHARES TR
+$211.0K
1,920
建仓
UNP
UNION PAC CORP
+$208.7K
902
清仓
BLK
BLACKROCK INC
-$208.4K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$207.7K
0
-100%
清仓
SPSB
SPDR SERIES TRUST
-$204.2K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$204.1K
753
建仓
GSLC
GOLDMAN SACHS ETF TR
+$203.2K
1,535
建仓
STXF
EA SERIES TRUST
+$203.0K
4,605
建仓
DE
DEERE & CO
+$200.7K
431
减持
STXV
EA SERIES TRUST
-$194.3K
7,100
-47%
减持
SQ
BLOCK INC
-$183.8K
5,898
-25%
增持
SPYM
SPDR SERIES TRUST
+$180.5K
31,772
+5%
清仓
ET
ENERGY TRANSFER L P
-$175.9K
0
-100%
增持
MO
ALTRIA GROUP INC
-$175.4K
24,354
+2%
减持
WMT
WALMART INC
+$167.2K
26,988
-2%
建仓
SJT
SAN JUAN BASIN RTY TR
+$166.7K
29,660
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$166.0K
26,447
-4%
清仓
YYY
AMPLIFY ETF TR
-$157.7K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$155.7K
1,438
-21%
减持
IP
INTERNATIONAL PAPER CO
-$152.3K
7,597
-22%
增持
AVGO
BROADCOM INC
+$151.8K
4,316
+6%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$150.2K
20,890
+3%
减持
AMAT
APPLIED MATLS INC
+$150.0K
3,136
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$140.7K
5,337
-9%
减持
IEP
ICAHN ENTERPRISES LP
-$136.2K
20,837
-40%
减持
CVX
CHEVRON CORP NEW
-$133.2K
2,468
-25%
增持
NFLX
NETFLIX INC
-$132.5K
4,456
+871%
增持
BAC
BANK AMERICA CORP
+$128.8K
36,249
+0%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$124.0K
6,389
-24%
减持
MRK
MERCK & CO INC
+$120.9K
6,873
-4%
增持
VRT
VERTIV HOLDINGS CO
+$117.3K
7,820
+3%
增持
META
META PLATFORMS INC
-$116.4K
3,191
+5%
增持
NVDA
NVIDIA CORPORATION
+$115.4K
42,111
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$114.5K
3,174
+0%
减持
PAVE
GLOBAL X FDS
-$112.3K
36,208
-6%
减持
PRU
PRUDENTIAL FINL INC
-$111.0K
18,026
-13%
增持
KO
COCA COLA CO
+$107.2K
7,436
+20%
增持
GLD
SPDR GOLD TR
+$103.7K
1,842
+5%
建仓
USAS
AMERICAS GOLD AND SILVER COR
+$102.2K
20,000
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$101.0K
2,957
-18%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$97.7K
14,504
+11%
增持
—
EXXON MOBIL CORP
+$95.6K
12,491
+0%
减持
VTI
VANGUARD INDEX FDS
-$94.3K
3,564
-9%
减持
PEP
PEPSICO INC
-$89.6K
1,950
-26%
增持
CAT
CATERPILLAR INC
+$87.4K
906
+0%
减持
FTQI
FIRST TR EXCHANGE TRADED FD
-$83.4K
14,513
-22%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$83.4K
4,327
+15%
清仓
—
HUDSON PAC PPTYS INC
-$82.8K
0
-100%
增持
LB
LANDBRIDGE COMPANY LLC
-$82.7K
53,594
+6%
减持
V
VISA INC
-$79.8K
1,154
-19%
减持
SLV
ISHARES SILVER TR
+$75.2K
6,556
-20%
减持
MMM
3M CO
-$74.2K
4,853
-12%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$72.2K
179,491
-1%
增持
NEE
NEXTERA ENERGY INC
+$71.8K
11,387
+2%
增持
GLW
CORNING INC
+$68.2K
4,556
+13%
减持
COST
COSTCO WHSL CORP NEW
-$66.2K
772
-2%
减持
AGEN
AGENUS INC
-$65.2K
27,348
-30%
增持
BTI
BRITISH AMERN TOB PLC
+$64.5K
15,742
+1%
减持
LOW
LOWES COS INC
-$62.3K
2,675
-5%
增持
ARCC
ARES CAPITAL CORP
+$61.4K
61,458
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$61.0K
3,863
+0%
减持
PG
PROCTER AND GAMBLE CO
-$60.6K
3,825
-3%
减持
CAG
CONAGRA BRANDS INC
-$60.2K
11,152
-19%
增持
SGOL
ETFS GOLD TR
+$60.1K
13,025
+1%
减持
AMZN
AMAZON COM INC
+$59.8K
29,348
-4%
增持
WFC
WELLS FARGO CO NEW
+$58.6K
6,116
+0%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$56.0K
41,710
+2%
增持
AGNC
AGNC INVT CORP
+$54.4K
18,434
+26%
减持
ENB
ENBRIDGE INC
-$53.6K
16,551
-1%
减持
DIS
DISNEY WALT CO
-$53.1K
5,889
-7%
减持
GS
GOLDMAN SACHS GROUP INC
+$49.5K
783
-2%
增持
VBR
VANGUARD INDEX FDS
+$49.3K
2,461
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$48.5K
8,016
+1%
减持
LRCX
LAM RESEARCH CORP
+$48.4K
2,357
-11%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$45.5K
7,715
-3%
减持
IPO
RENAISSANCE CAP GREENWICH FD
-$45.4K
4,924
-10%
减持
SHEL
SHELL PLC
-$44.8K
4,412
-14%
减持
XOP
SPDR SERIES TRUST
-$43.8K
2,480
-8%
增持
WM
WASTE MGMT INC DEL
+$42.6K
1,450
+16%
增持
IMCG
ISHARES TR
+$40.2K
9,721
+9%
增持
IWY
ISHARES TR
+$39.8K
2,888
+4%
