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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 26
增持 56
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
CSCO
Cisco
-$8.2M
31,178
-84%
建仓
IBIT
ISHARES BITCOIN TRUST REGISTERED
+$5.4M
135,350
减持
AAPL
Apple
-$4.3M
148,250
-3%
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
DIS
Disney
+$4.1M
67,996
+46%
减持
NVDA
NVIDIA CORPORATION COM
+$3.8M
11,519
-14%
减持
CMCSA
Comcast
-$3.6M
9,916
-89%
增持
SPY
SPDR S&P 500 ETF TRUST
+$3.5M
47,729
+6%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$3.3M
53,279
建仓
CME
CME Group
+$3.2M
15,050
建仓
MTB
M & T BK CORP COM
+$3.2M
22,048
减持
MSFT
Microsoft
+$3.1M
76,747
-2%
增持
PYPL
Paypal
+$3.0M
53,076
+605%
增持
UNP
Union Pacific
+$2.8M
12,336
+1214%
减持
BRK/B
Berkshire Hathaway CL B
+$2.5M
42,906
-1%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$2.5M
55,229
+181%
清仓
TSLA
Tesla
-$2.5M
0
-100%
增持
SCHG
Schwab U.S. Large-Cap Growth
+$2.3M
68,607
+42%
减持
JPM
JPMorgan Chase
+$2.2M
99,810
-4%
建仓
VFC
V F CORP COM
+$2.0M
130,854
建仓
IQV
IQVIA HLDGS INC COM
+$1.9M
7,488
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$1.8M
13,121
减持
AMZN
Amazon
+$1.8M
64,498
-1%
减持
COP
Conocophillips
+$1.7M
152,091
-1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.7M
61,356
+44%
减持
JNJ
Johnson & Johnson
-$1.7M
68,817
-14%
增持
CPS
COOPER STD HLDGS INC COM
+$1.5M
213,683
+126%
建仓
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$1.5M
17,020
增持
SCHR
Schwab Intermediate-Term US Treasury
+$1.5M
118,505
+38%
减持
MRK
Merck
+$1.5M
71,094
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.4M
5,836
+101%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$1.3M
1,134
+36%
减持
MDLZ
MONDELEZ INTL INC CL A
-$1.2M
196,414
-5%
减持
—
Eaton Corp
+$1.2M
33,351
-13%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$1.0M
4,110
增持
IJR
iShares S&P Small Cap ETF
+$955.8K
87,672
+10%
减持
IFRA
iShares U.S. Infrastructure ETF
-$937.3K
24,454
-51%
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$913.2K
18,701
增持
BOTZ
Global Robotics and AI ETF
+$899.5K
226,210
+3%
减持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$896.5K
14,611
-55%
增持
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
+$883.8K
42,396
+51%
增持
SPDW
SPDR S&P World ex-US
+$879.0K
447,042
+1%
建仓
NVO
NOVO-NORDISK A S ADR
+$839.2K
6,579
增持
GOOGL
Alphabet CL A
+$838.1K
39,333
+4%
减持
RSG
Republic Services
+$747.5K
41,443
-4%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$703.1K
19,426
+181%
减持
—
HESS CORP COM
-$702.4K
15,011
-28%
减持
—
FERGUSON PLC NEW SHS
+$620.3K
29,504
-2%
减持
FCX
Freeport-McMoran
+$584.3K
185,456
-4%
减持
CELH
Celsius Holdings
+$583.6K
45,588
-22%
减持
NEE
Nextera Energy
-$524.1K
91,724
-12%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$510.3K
81,247
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$497.3K
67,401
+11%
增持
SHV
iShares Short-Term Treasury ETF
+$482.7K
31,073
+17%
减持
EW
Edwards Lifesciences
+$480.9K
34,655
-5%
增持
DHR
Danaher
+$474.9K
27,276
+0%
增持
CRWD
Crowdstrike
+$464.6K
6,550
+3%
清仓
—
PROSHARES SHORT QQQ
-$454.7K
0
-100%
减持
PEP
Pepsi
-$422.7K
46,910
-7%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$410.7K
2,639
-61%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$394.0K
36,631
+29%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$386.0K
302,976
+3%
减持
HD
Home Depot
+$385.7K
34,075
-3%
减持
MBB
ISHARES MBS ETF
-$360.5K
2,727
-58%
清仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$358.2K
0
-100%
增持
CIBR
First Trust Cybersecurity ETF
+$350.1K
30,819
+20%
减持
CVX
Chevron
+$337.5K
57,141
-3%
增持
SPHY
SPDR Portfolio High Yield Bond ETF
+$325.9K
49,501
+40%
建仓
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
+$325.8K
8,844
增持
SECT
MAIN SECTOR ROTATION ETF
+$297.0K
55,093
+4%
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$295.5K
1,614
清仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$295.1K
0
-100%
增持
SHOP
Shopify
+$289.4K
6,557
+129%
建仓
GNRC
GENERAC HLDGS INC COM
+$285.8K
2,243
增持
SPEM
SPDR S&P Emerging Markets
+$280.1K
122,101
+4%
增持
BIBL
INSPIRE 100 ETF
+$278.4K
65,397
+1%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
+$277.4K
11,475
+93%
增持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
+$276.8K
82,599
+15%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$272.9K
3,013
-50%
增持
XBI
Biotech ETF
+$264.8K
23,033
+8%
增持
—
Exxon Mobil
+$264.4K
14,763
+1%
减持
HEDJ
Wisdomtree Europe Currency Hedged Equity ETF
-$263.8K
25,482
-27%
清仓
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$262.2K
0
-100%
建仓
ETSY
Etsy Inc
+$261.7K
3,971
清仓
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-$240.3K
0
-100%
清仓
ARKK
ARK INNOVATION ETF
-$238.9K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW COM NEW
-$234.7K
0
-100%
建仓
LLY
ELI LILLY & CO COM
+$233.5K
307
清仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$224.9K
0
-100%
建仓
SNSR
Global X Internet of Things ETF
+$223.3K
6,209
增持
ITOT
iShares Core S&P Total U.S. Stock Market ETF
+$220.3K
19,778
+1%
清仓
BWX
SPDR Bloomberg Barclays International Treasury ETF
-$219.5K
0
-100%
建仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$215.6K
1,731
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$215.0K
5,388
-24%
建仓
VOO
VANGUARD S&P 500 ETF
+$213.8K
445
建仓
WM
WASTE MGMT INC DEL COM
+$212.7K
999
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$209.0K
0
-100%
减持
META
Facebook
+$208.3K
1,608
-2%
减持
SGOL
Gold ETF
+$208.2K
215,349
-4%
增持
NANR
SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
+$207.8K
30,453
+6%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND
+$202.1K
3,529
建仓
—
LINDE PLC SHS
+$200.7K
433
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$192.4K
16,793
+3%
增持
SPHQ
Powershares S&P 500 Quality
+$186.6K
23,511
+3%
减持
MKL
Markel
-$180.8K
1,544
-13%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$174.2K
3,183
-37%
减持
COST
Costco
+$171.7K
5,147
-4%
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
+$160.4K
71,496
+6%
增持
EPI
WISDOMTREE INDIA EARNINGS FUND
+$157.6K
31,114
+6%
增持
LGH
HCM DEFENDER 500 INDEX ETF
+$147.1K
26,874
+1%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$145.2K
2,167
-36%
减持
LMT
Lockheed Martin
-$131.6K
13,559
-2%
增持
IJK
iShares S&P Mid-Cap Growth ETF
+$130.8K
11,159
+0%
减持
BLOK
AMPLIFY TRANSFORMATIONAL DATA SHARING ETF
-$124.5K
21,712
-28%
建仓
CORZZ
CORE SCIENTIFIC INC NEW WT EXP 012329
+$123.0K
52,700
减持
MS
Morgan Stanley
-$120.4K
76,764
-2%
减持
VUG
VANGUARD GROWTH ETF
-$119.7K
819
-37%
增持
CCI
Crown Castle Int.
-$119.7K
87,711
+9%
增持
QQH
HCM DEFENDER 100 INDEX ETF
+$118.3K
24,080
+0%
减持
SDY
SPDR S&P DIVIDEND ETF
-$112.1K
1,941
-34%
增持
GVLU
GOTHAM 1000 VALUE ETF
+$110.7K
25,589
+12%
减持
EMXC
iShares Emerging Markets ex China ETF
+$110.1K
85,995
-1%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$109.6K
3,537
-32%
增持
SCHA
Schwab U.S. Small-Cap
+$108.9K
6,570
+47%
减持
PWR
Quanta Services
+$108.6K
20,127
-15%
减持
IVV
iShares Core S&P 500 ETF
-$95.8K
1,015
-23%
增持
AVGO
Broadcom
+$92.2K
346
+3%
减持
TFC
Truist Financial
+$91.6K
83,650
-1%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH
+$87.9K
14,509
+6%
增持
GOOG
Alphabet CL C
+$85.2K
4,867
+1%
建仓
CORZ
CORE SCIENTIFIC INC NEW COM
+$84.4K
23,908
建仓
CORZW
CORE SCIENTIFIC INC NEW WT EXP 012327
+$83.5K
63,243
减持
VIG
Vanguard Dividend Appreciation ETF
-$82.5K
3,247
-18%
增持
JPIE
JPMorgan Income ETF
+$82.1K
33,956
+7%
减持
IGPT
Invesco Dynamic Software ETF
-$79.4K
36,478
-19%
增持
IGSB
iShares 1-3 Year Credit Bond ETF
+$73.5K
6,439
+30%
减持
ROBO
Robo Global Robotics and Automation ETF
-$71.5K
9,116
-13%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$71.2K
3,395
-16%
减持
MCO
MOODYS CORP COM
-$69.5K
9,830
-3%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$69.0K
4,836
+1%
减持
RSPG
Energy ETF
-$68.4K
2,785
-32%
减持
WRB
BERKLEY W R CORP COM
+$68.1K
4,510
-2%
建仓
AVXL
ANAVEX LIFE SCIENCES CORP COM NEW
+$66.6K
13,275
增持
SCHH
Schwab REIT
+$65.6K
149,963
+6%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$61.8K
8,294
-14%
减持
LOW
Lowes
-$59.2K
1,865
-21%
增持
RIOT
RIOT PLATFORMS INC COM
-$58.3K
15,641
+2%
增持
WMT
WALMART INC COM
-$57.6K
11,092
+142%
减持
MCD
McDonalds
-$56.9K
2,494
-2%
减持
INTC
Intel
-$55.6K
5,270
-9%
增持
QUAL
iShares Edge MSCI USA Quality Factor
+$55.1K
2,987
+1%
