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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 80
减持 48
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
MISL
FIRST TR EXCHANGE-TRADED FD
-$13.1M
0
-100%
建仓
CIBR
FIRST TR EXCHANGE-TRADED FD
+$9.6M
152,412
增持
IYK
ISHARES TR
+$8.6M
126,520
+2817%
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
PVAL
PUTNAM ETF TRUST
+$3.5M
207,134
+54%
增持
GLXY
GALAXY DIGITAL INC.
-$3.3M
900,879
+1%
减持
MLPX
GLOBAL X FDS
-$2.3M
4,705
-89%
减持
TSLA
TESLA INC
-$1.6M
14,966
-6%
增持
MSFT
MICROSOFT CORP
-$1.5M
17,280
+6%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$1.3M
182,600
+2%
增持
AMZN
AMAZON COM INC
+$1.2M
38,058
+30%
减持
WMT
WALMART INC
-$1.1M
15,645
-42%
减持
ORCL
ORACLE CORP
-$1.0M
20,856
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$915.0K
12,394
-6%
增持
VRT
VERTIV HOLDINGS CO
+$764.0K
8,105
+4%
减持
LB
LANDBRIDGE COMPANY LLC
-$743.2K
27,260
-49%
增持
AAPL
APPLE INC
-$705.6K
46,024
+1%
增持
—
EXXON MOBIL CORP
+$648.0K
12,679
+2%
减持
NVDA
NVIDIA CORPORATION
-$592.0K
41,639
-1%
减持
QBTS
D-WAVE QUANTUM INC
-$571.2K
24,385
-31%
减持
XNOV
FIRST TR EXCHNG TRADED FD VI
-$517.5K
50,118
-21%
增持
V
VISA INC
+$505.0K
3,009
+161%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$466.5K
280,764
-1%
建仓
XMVM
INVESCO EXCHANGE TRADED FD T
+$440.2K
6,760
增持
GARP
ISHARES TR
+$425.7K
10,620
+185%
增持
VFF
VILLAGE FARMS INTL INC
-$420.0K
616,249
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$400.4K
8,568
+2%
增持
TRFM
ETF SER SOLUTIONS
+$398.5K
46,736
+26%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$384.4K
9,108
-6%
增持
NFLX
NETFLIX INC.
+$377.4K
8,270
+86%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$360.9K
161,187
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$348.7K
15,321
+77%
增持
CRM
SALESFORCE INC
+$347.1K
7,704
+87%
减持
PRU
PRUDENTIAL FINL INC
-$332.6K
17,425
-3%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$316.2K
5,578
增持
USAS
AMERICAS GOLD AND SILVER COR
+$268.4K
71,000
+255%
建仓
CIFR
CIPHER DIGITAL INC
+$263.5K
20,770
建仓
COPP
SPROTT FDS TR
+$244.9K
6,855
减持
AMAT
APPLIED MATLS INC
+$239.2K
3,058
-2%
清仓
VST
VISTRA CORP
-$234.9K
0
-100%
增持
GLW
CORNING INC
+$231.9K
4,640
+2%
建仓
INFL
LISTED FDS TR
+$231.7K
4,450
清仓
ABT
ABBOTT LABS
-$229.2K
0
-100%
清仓
CEF
SPROTT ASSET MANAGEMENT LP
-$229.0K
0
-100%
清仓
IPO
RENAISSANCE CAP GREENWICH FD
-$224.8K
0
-100%
增持
BAC
BANK AMERICA CORP
-$222.9K
36,324
+0%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$221.5K
642
增持
VOO
VANGUARD INDEX FDS
+$220.6K
6,700
+11%
清仓
QCOM
QUALCOMM INC
-$219.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$217.6K
28,163
-4%
减持
XLU
SELECT SECTOR SPDR TR
+$215.3K
78,912
-1%
增持
QYLD
GLOBAL X FDS
+$210.2K
74,765
+23%
建仓
VB
VANGUARD INDEX FDS
+$209.0K
798
清仓
UNP
UNION PAC CORP
-$208.7K
0
-100%
清仓
QQQE
DIREXION SHS ETF TR
-$205.6K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$203.2K
0
-100%
清仓
STXF
EA SERIES TRUST
-$203.0K
0
-100%
建仓
KNGZ
FIRST TR EXCHANGE TRADED FD
+$200.3K
5,561
清仓
CAG
CONAGRA BRANDS INC
-$193.0K
0
-100%
增持
SLV
ISHARES SILVER TR
+$187.7K
8,952
+37%
增持
JPM
JPMORGAN CHASE & CO
-$186.9K
8,259
+2%
减持
GOOG
ALPHABET INC
-$185.2K
4,399
-5%
增持
META
META PLATFORMS INC
-$182.7K
3,362
+5%
减持
MO
ALTRIA GROUP INC
+$181.4K
24,028
-1%
减持
DIS
DISNEY WALT CO
-$180.9K
5,074
-14%
增持
PAVE
GLOBAL X FDS
+$180.9K
37,615
+4%
减持
SOFI
SOFI TECHNOLOGIES INC
-$179.4K
13,711
-10%
增持
BTCO
INVESCO GALAXY BITCOIN ETF
-$176.2K
25,061
+17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$175.7K
3,154
-1%
减持
HD
HOME DEPOT INC
-$169.4K
3,725
-8%
增持
MRK
MERCK & CO INC
+$167.0K
7,403
+8%
增持
NEE
NEXTERA ENERGY INC
+$163.0K
11,596
+2%
增持
AGNC
AGNC INVT CORP
+$160.6K
35,710
+94%
增持
SPYI
NEOS ETF TRUST
+$160.5K
22,812
+24%
增持
LLY
ELI LILLY & CO
-$156.4K
1,181
+2%
增持
COR
CENCORA INC
+$155.5K
2,740
+31%
建仓
YYY
AMPLIFY ETF TR
+$153.1K
13,880
减持
XLF
SELECT SECTOR SPDR TR
-$152.4K
12,180
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$150.3K
9,025
+0%
增持
AVGO
BROADCOM INC
-$150.3K
4,340
+1%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$148.7K
48,239
+5%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$147.4K
193,916
+2%
减持
ABBV
ABBVIE INC
-$146.1K
5,856
-6%
增持
CVX
CHEVRON CORPORATION
+$139.8K
2,494
+1%
增持
CAT
CATERPILLAR INC
+$137.8K
927
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$134.6K
1,478
-3%
增持
QQQ
INVESCO QQQ TR
-$134.1K
9,147
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$122.0K
4,089
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$117.8K
786
+2%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$117.1K
30,735
-2%
增持
HWM
HOWMET AEROSPACE INC
+$117.0K
4,465
+0%
减持
T
AT&T INC
+$114.6K
49,364
-7%
增持
DVN
DEVON ENERGY CORP NEW
+$111.0K
8,034
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$106.1K
939
+20%
增持
PFE
PFIZER INC
+$105.8K
28,769
+2%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$104.5K
16,602
+14%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$104.3K
20,796
-7%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$101.6K
43,514
+4%
增持
LRCX
LAM RESEARCH CORP
+$100.8K
2,360
+0%
增持
XYLD
GLOBAL X FDS
+$99.9K
10,690
+36%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$99.2K
8,304
+0%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$97.3K
143,482
+2%
增持
JMIA
JUMIA TECHNOLOGIES AG
-$96.7K
17,516
+1%
增持
MAGS
LISTED FDS TR
-$96.3K
32,132
+8%
减持
GEV
GE VERNOVA INC
+$95.6K
439
-0%
增持
COWZ
PACER FDS TR
+$95.4K
16,772
+6%
减持
ADBE
ADOBE INC
-$90.2K
831
-0%
减持
IWY
ISHARES TR
-$84.1K
2,876
-0%
减持
PSX
PHILLIPS 66
+$81.6K
1,569
-1%
增持
SGOL
ETFS GOLD TR
+$80.5K
13,796
+6%
增持
ED
CONSOLIDATED EDISON INC
+$76.8K
5,378
+0%
减持
JNJ
JOHNSON & JOHNSON
+$76.7K
2,406
-3%
减持
UBER
UBER TECHNOLOGIES INC
-$75.1K
5,018
-6%
减持
MMM
3M CO
-$74.6K
4,837
-0%
增持
MU
MICRON TECHNOLOGY INC
+$74.5K
955
+10%
减持
VTI
VANGUARD INDEX FDS
-$72.5K
3,499
-2%
增持
SPYM
SPDR SERIES TRUST
+$69.7K
34,210
+8%
增持
RTX
RTX CORPORATION
+$67.1K
1,534
+23%
减持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$67.0K
2,905
-2%
增持
ARCC
ARES CAPITAL CORP
-$65.4K
65,364
+6%
增持
WFC
WELLS FARGO & CO
-$64.9K
6,345
+4%
增持
SOXX
ISHARES TR
+$64.9K
1,415
+6%
减持
ENB
ENBRIDGE INC
+$61.3K
15,754
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$60.1K
9,449
+8%
减持
SQ
BLOCK INC
-$59.5K
5,391
-9%
减持
GE
GE AEROSPACE
-$58.1K
2,268
-0%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$53.9K
21,284
+2%
增持
STKE
SOL STRATEGIES INC
-$51.6K
330,587
+34%
增持
EEM
ISHARES TR
+$51.5K
5,249
+16%
建仓
PURR
HYPERLIQUID STRATEGIES INC
+$51.1K
10,030
增持
QTUM
ETF SER SOLUTIONS
+$50.3K
2,878
+22%
增持
GOOGL
ALPHABET INC
-$49.8K
10,775
+7%
减持
SHEL
SHELL PLC
+$49.6K
4,020
-9%
增持
WM
WASTE MGMT INC DEL
+$45.0K
1,582
+9%
增持
BTI
BRITISH AMERN TOB PLC
+$44.8K
16,010
+2%
减持
HACK
AMPLIFY ETF TR
-$43.9K
6,891
-1%
增持
CVS
CVS HEALTH CORP
-$43.5K
8,167
+3%
增持
DE
DEERE & CO
+$42.4K
432
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$42.2K
14,353
-12%
增持
SDY
SPDR SERIES TRUST
+$42.2K
3,535
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$42.2K
18,840
-17%
增持
FTQI
FIRST TR EXCHANGE TRADED FD
+$41.5K
17,251
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$41.0K
741
+8%
减持
IVV
ISHARES TR
-$39.9K
991
-1%
减持
IP
INTERNATIONAL PAPER CO
-$38.7K
7,298
-4%
减持
SPDV
ETF SER SOLUTIONS
+$38.7K
16,650
-1%
减持
F
FORD MTR CO
-$38.5K
14,680
-7%
增持
SMH
VANECK ETF TRUST
+$37.4K
941
+5%
增持
REGL
PROSHARES TR
+$37.0K
4,527
+8%
增持
ADI
ANALOG DEVICES INC
+$36.0K
755
+0%
增持
SPYG
SPDR SERIES TRUST
-$34.2K
4,326
+1%
