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Fiduciary Alliance LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fiduciary Alliance LLC
报告期 2026-03-31 · CIK 0001954805
持仓数
547
前50大市值合计
$881.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 72
增持 50
减持 26
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
BAC
Bank of America
-$7.9M
1,588
-99%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$7.8M
54,492
-74%
减持
VLO
Valero Energy
-$7.6M
1,058
-98%
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。
建仓
WWJD
INSPIRE INTERNATIONAL ETF
+$7.4M
264,794
增持
AAPL
Apple
+$4.7M
150,454
+1%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$4.4M
170
-100%
增持
MSFT
Microsoft
+$4.3M
75,196
+2%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$4.3M
171
-100%
增持
BOTZ
Global Robotics and AI ETF
+$3.6M
160,657
+289%
建仓
CMCSA
Comcast
+$3.4M
81,750
增持
BRK/B
Berkshire Hathaway CL B
+$3.3M
48,163
+13%
增持
COP
Conocophillips
+$3.2M
146,019
+22%
建仓
—
FERGUSON PLC NEW SHS
+$3.0M
19,178
减持
IEX
Idex
-$3.0M
95
-99%
减持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
-$2.8M
3,526
-97%
建仓
MCO
MOODYS CORP COM
+$2.6M
7,591
建仓
APD
Air Products & Chemicals
+$2.6M
8,745
建仓
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
+$2.5M
53,874
增持
MRK
Merck
+$2.3M
63,332
+36%
建仓
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF
+$2.3M
77,260
减持
HDV
iShares High Dividend ETF
-$2.2M
1,174
-95%
减持
—
BUNGE LIMITED COM
-$2.2M
0
-100%
增持
EMXC
iShares Emerging Markets ex China ETF
+$2.2M
85,816
+85%
建仓
MKL
Markel
+$2.2M
1,560
减持
NTR
Nutrien
-$2.1M
4
-100%
增持
FCX
Freeport-McMoran
+$2.1M
163,754
+51%
增持
SPY
SPDR S&P 500 ETF TRUST
+$2.0M
42,220
+4%
减持
SPEM
SPDR S&P Emerging Markets
-$1.9M
115,617
-33%
增持
—
Eaton Corp
+$1.9M
39,624
+11%
增持
JPM
JPMorgan Chase
+$1.8M
102,065
+2%
减持
UNH
Unitedhealth Group
-$1.8M
759
-83%
减持
NVDA
NVIDIA CORPORATION COM
+$1.7M
13,644
-6%
建仓
BIBL
INSPIRE 100 ETF
+$1.6M
50,058
增持
RSG
Republic Services
+$1.6M
41,117
+19%
增持
AMZN
Amazon
+$1.6M
55,939
+1%
增持
MDLZ
MONDELEZ INTL INC CL A
+$1.5M
193,671
+7%
减持
BCI
Aberdeen Standard Bloomberg All Commodity ETF
-$1.5M
68,781
-50%
减持
MOO
Vaneck Vectors Agribusiness ETF
-$1.5M
134
-99%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$1.4M
132
-100%
增持
CSCO
Cisco
+$1.4M
173,911
+20%
增持
HD
Home Depot
+$1.4M
33,200
+10%
减持
CELH
Celsius Holdings
+$1.4M
25,520
-3%
增持
JNJ
Johnson & Johnson
+$1.3M
80,491
+4%
减持
FUMB
FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
-$1.3M
334
-99%
增持
—
ASML Holdings
+$1.3M
4,276
+62%
增持
MS
Morgan Stanley
+$1.3M
84,812
+25%
建仓
—
HESS CORP COM
+$1.2M
9,185
增持
TXN
Texas Instruments
+$1.2M
34,770
+29%
增持
IGPT
Invesco Dynamic Software ETF
+$1.1M
14,952
+192%
增持
LMT
Lockheed Martin
+$1.1M
12,405
+26%
增持
CVX
Chevron
+$989.7K
50,950
+18%
建仓
EPI
WISDOMTREE INDIA EARNINGS FUND
+$981.5K
28,205
增持
AMGN
Amgen
+$980.3K
22,854
+35%
增持
EW
Edwards Lifesciences
+$807.6K
39,364
+12%
建仓
GGG
GRACO INC COM
+$725.9K
8,406
减持
DIS
Disney
-$671.0K
43,348
-4%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$665.6K
56,109
+30%
增持
PEP
Pepsi
+$634.2K
40,666
+7%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$627.9K
46,499
+18%
增持
IJR
iShares S&P Small Cap ETF
+$590.9K
75,085
+5%
建仓
MBB
ISHARES MBS ETF
+$577.9K
6,197
建仓
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$548.8K
5,861
增持
TSLA
Tesla
+$536.2K
9,059
+2%
建仓
—
PROSHARES SHORT QQQ
+$535.9K
50,697
增持
SPDW
SPDR S&P World ex-US
+$503.5K
415,500
+3%
清仓
ICLN
iShares Clean Energy ETF
-$495.2K
0
-100%
增持
IVV
iShares Core S&P 500 ETF
+$481.4K
1,646
+168%
清仓
RWM
Proshares Russell 2000 Short ETF
-$479.9K
0
-100%
减持
DHR
Danaher
-$435.7K
27,274
-2%
减持
GOOGL
Alphabet CL A
+$431.5K
32,437
-3%
减持
PWR
Quanta Services
+$428.7K
29,928
-9%
建仓
QUAL
iShares Edge MSCI USA Quality Factor
+$415.9K
3,084
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$405.8K
58,898
+0%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$403.8K
1,180
-81%
增持
SGOL
Gold ETF
+$401.4K
213,391
+14%
减持
TFC
Truist Financial
-$397.5K
85,313
-3%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$397.2K
11,235
+113%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$385.2K
3,342
建仓
VUG
VANGUARD GROWTH ETF
+$379.4K
1,341
建仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$377.4K
5,078
增持
SCHG
Schwab U.S. Large-Cap Growth
+$358.3K
24,710
+8%
建仓
MA
MASTERCARD INCORPORATED CL A
+$319.8K
813
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$313.5K
2,955
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$297.4K
2,684
建仓
SDY
SPDR S&P DIVIDEND ETF
+$294.8K
2,405
增持
XBI
Biotech ETF
+$280.7K
20,888
+9%
增持
V
Visa
+$278.7K
2,911
+59%
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$272.9K
5,237
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$255.6K
3,149
建仓
SPXL
DIREXION DAILY S&P 500 BULL 3X SHARES
+$252.9K
2,811
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$251.2K
2,740
+16%
建仓
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$249.9K
7,902
增持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
+$246.6K
31,724
+14%
建仓
RTX
United Technologies
+$226.7K
2,314
建仓
TIP
iShares Tips Bond ETF
+$223.8K
2,079
建仓
SCHX
Schwab U.S. Large-Cap ETF
+$217.9K
4,160
建仓
BWX
SPDR Bloomberg Barclays International Treasury ETF
+$215.8K
9,568
增持
VNQ
Vanguard REIT
+$215.0K
29,454
+9%
建仓
HON
Honeywell
+$210.4K
1,014
建仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
+$209.9K
3,109
增持
NEE
Nextera Energy
+$209.3K
113,849
+7%
建仓
PG
PROCTER AND GAMBLE CO COM
+$207.0K
1,364
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$203.1K
3,733
建仓
ARKK
ARK INNOVATION ETF
+$200.8K
4,550
建仓
IEMG
iShares Core MSCI Emerging Markets ETF
+$194.2K
3,939
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$193.5K
5,195
+50%
建仓
—
Shockwave Medical
+$191.2K
670
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$190.5K
1,972
建仓
AVGO
Broadcom
+$190.1K
219
建仓
FSK
FS KKR CAP CORP COM
+$185.8K
9,687
建仓
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$182.5K
3,935
建仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$182.2K
1,685
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$174.7K
16,898
+6%
建仓
SLV
ISHARES SILVER TRUST
+$170.4K
8,157
建仓
PKST
PEAKSTONE REALTY TRUST COMMON SHARES
+$170.1K
6,093
建仓
VOO
VANGUARD S&P 500 ETF
+$168.4K
413
建仓
WM
WASTE MGMT INC DEL COM
+$167.8K
967
建仓
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$165.0K
2,647
建仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$163.6K
1,890
建仓
SHOP
Shopify
+$162.6K
2,517
建仓
UNP
Union Pacific
+$162.1K
792
增持
VGK
VANGUARD FTSE EUROPE ETF
+$159.5K
9,507
+36%
建仓
SCHE
Schwab Emerging Markets
+$157.7K
6,401
建仓
ITA
iShares U.S. Aerospace & Defense
+$156.7K
1,343
建仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$155.9K
1,470
建仓
—
LINDE PLC SHS
+$154.0K
404
增持
BLOK
AMPLIFY TRANSFORMATIONAL DATA SHARING ETF
+$152.6K
25,806
+15%
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$151.2K
1,139
建仓
JUST
GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF
+$150.5K
2,383
建仓
SCHA
Schwab U.S. Small-Cap
+$149.4K
3,411
增持
IFRA
iShares U.S. Infrastructure ETF
+$147.8K
48,609
+4%
增持
VIG
Vanguard Dividend Appreciation ETF
+$147.6K
3,102
+34%
建仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$147.0K
1,370
减持
OVB
Liquid Strategy's Core Bond Overlay
-$146.8K
84,673
-6%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$146.7K
1,598
建仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$145.3K
1,993
建仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$140.0K
1,473
建仓
IYF
ISHARES U.S. FINANCIALS ETF
+$138.5K
1,857
建仓
DVY
ISHARES SELECT DIVIDEND ETF
+$136.6K
1,206
建仓
INTC
Intel
+$133.9K
4,004
建仓
VTV
VANGUARD VALUE ETF
+$133.9K
942
建仓
TJX
TJX COS INC NEW COM
+$130.7K
1,541
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$130.6K
499
建仓
LLY
LILLY ELI & CO COM
+$130.4K
278
建仓
FIW
FIRST TRUST WATER ETF
+$130.4K
1,472
增持
VEA
Vanguard FTSE Developed Markets
+$129.5K
7,167
+61%
增持
LOW
Lowes
+$129.3K
2,149
+21%
减持
COST
Costco
+$128.3K
5,472
-4%
建仓
PFE
Pfizer
+$128.0K
3,489
建仓
ENB
Enbridge
+$127.1K
3,422
