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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 34
增持 78
减持 20
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple
+$10.1M
160,336
+8%
增持
MSFT
Microsoft
+$5.4M
82,603
+8%
增持
NVDA
NVIDIA CORPORATION COM
+$4.7M
123,269
+970%
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
SPY
SPDR S&P 500 ETF TRUST
+$4.2M
53,133
+11%
增持
AMZN
Amazon
+$3.4M
75,496
+17%
减持
CELH
Celsius Holdings
-$3.2M
9,673
-79%
减持
MDLZ
MONDELEZ INTL INC CL A
-$3.1M
161,110
-18%
减持
UNP
Union Pacific
-$2.7M
1,215
-90%
增持
GOOGL
Alphabet CL A
+$2.5M
46,605
+18%
建仓
AWK
American Water Works
+$2.4M
18,992
清仓
—
HESS CORP COM
-$2.3M
0
-100%
增持
HON
Honeywell
+$2.1M
10,637
+887%
清仓
IQV
IQVIA HLDGS INC COM
-$1.9M
0
-100%
减持
—
FERGUSON PLC NEW SHS
-$1.8M
24,038
-19%
增持
SCHG
Schwab U.S. Large-Cap Growth
+$1.7M
78,762
+15%
增持
SCHR
Schwab Intermediate-Term US Treasury
+$1.6M
152,180
+28%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.6M
8,548
+46%
减持
JNJ
Johnson & Johnson
-$1.4M
64,515
-6%
增持
JPM
JPMorgan Chase
+$1.4M
101,786
+2%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$1.3M
75,652
+37%
增持
IBIT
ISHARES BITCOIN TRUST REGISTERED
+$1.3M
188,668
+39%
清仓
HEDJ
Wisdomtree Europe Currency Hedged Equity ETF
-$1.2M
0
-100%
增持
CRWD
Crowdstrike
+$1.2M
8,461
+29%
减持
CSCO
Cisco
-$1.1M
9,604
-69%
减持
CCI
Crown Castle Int.
-$1.1M
84,759
-3%
增持
DIS
Disney
-$1.1M
73,448
+8%
增持
MS
Morgan Stanley
+$1.0M
82,515
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.0M
99,325
+47%
增持
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
+$957.7K
56,626
+34%
建仓
FXI
iShares China Large Cap
+$940.1K
35,571
增持
COP
Conocophillips
-$936.2K
163,292
+7%
增持
NEE
Nextera Energy
+$921.7K
95,574
+4%
增持
HD
Home Depot
-$900.2K
34,751
+2%
增持
DHR
Danaher
+$897.9K
31,848
+17%
增持
AMGN
Amgen
+$896.0K
26,328
+2%
增持
LMT
Lockheed Martin
+$891.3K
15,097
+11%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$859.4K
8,332
+103%
增持
PYPL
Paypal
+$846.4K
72,883
+37%
增持
TXN
Texas Instruments
+$833.5K
29,468
+2%
增持
IJR
iShares S&P Small Cap ETF
+$809.0K
97,748
+11%
减持
—
Eaton Corp
-$771.1K
30,757
-8%
建仓
TSLA
Tesla
+$744.4K
3,219
增持
CME
CME Group
+$734.4K
19,917
+32%
减持
PWR
Quanta Services
-$725.9K
18,130
-10%
增持
—
Exxon Mobil
+$673.4K
21,023
+42%
减持
DTE
DTE ENERGY CO COM
-$667.9K
4,145
-59%
增持
GOOG
Alphabet CL C
+$655.6K
7,595
+56%
增持
MLPX
Global X MLP & Energy Infrastructure ETF
+$651.8K
71,240
+16%
减持
COST
Costco
+$631.9K
5,055
-2%
减持
SPDW
SPDR S&P World ex-US
-$629.5K
435,255
-3%
增持
SPEM
SPDR S&P Emerging Markets
+$614.0K
133,253
+9%
增持
VFC
V F CORP COM
+$589.7K
202,012
+54%
增持
SECT
MAIN SECTOR ROTATION ETF
+$540.9K
64,802
+18%
增持
CVX
Chevron
+$522.5K
61,324
+7%
增持
MCO
MOODYS CORP COM
+$516.9K
10,302
+5%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$506.5K
19,540
+35%
减持
EMXC
iShares Emerging Markets ex China ETF
-$505.9K
74,674
-13%
增持
SHV
iShares Short-Term Treasury ETF
+$433.4K
35,009
+13%
增持
LLY
ELI LILLY & CO COM
+$422.1K
723
+136%
建仓
VLO
Valero Energy
+$421.3K
2,667
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$413.7K
45,429
+24%
增持
FCX
Freeport-McMoran
+$413.0K
188,682
+2%
建仓
SLV
ISHARES SILVER TRUST
+$399.1K
14,797
建仓
MMM
3M Company
+$398.2K
3,918
增持
QCOM
Qualcomm
+$393.7K
3,125
+131%
清仓
SPXL
DIREXION DAILY S&P 500 BULL 3X SHARES
-$374.8K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$360.1K
3,608
减持
COWZ
Pacer US Cash Cows 100 ETF
-$352.8K
80,883
-0%
增持
V
Visa
+$349.9K
3,975
+54%
增持
SPHY
SPDR Portfolio High Yield Bond ETF
+$341.2K
64,465
+30%
清仓
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$327.7K
0
-100%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$319.6K
6,754
+139%
建仓
SCHW
SCHWAB CHARLES CORP COM
+$319.0K
4,302
建仓
GH
GUARDANT HEALTH INC COM
+$318.8K
11,043
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$317.5K
0
-100%
建仓
VZ
Verizon
+$313.8K
7,635
减持
AHCO
ADAPTHEALTH CORP COMMON STOCK
-$311.6K
15,601
-62%
增持
QQH
HCM DEFENDER 100 INDEX ETF
+$308.2K
25,852
+7%
建仓
CAT
Caterpillar
+$307.7K
939
建仓
CRM
SALESFORCE INC COM
+$306.9K
1,198
增持
AVGO
Broadcom
+$306.9K
467
+35%
建仓
VHT
VANGUARD HEALTH CARE ETF
+$304.2K
1,153
清仓
DTM
DT MIDSTREAM INC COMMON STOCK
-$304.1K
0
-100%
减持
IFRA
iShares U.S. Infrastructure ETF
-$301.5K
18,042
-26%
建仓
ADBE
Adobe
+$298.6K
526
增持
UNH
Unitedhealth Group
+$297.2K
1,431
+69%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$294.9K
14,862
+13%
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$294.3K
1,660
增持
CPS
COOPER STD HLDGS INC COM
-$286.5K
259,085
+21%
建仓
BAC
Bank of America
+$285.7K
6,981
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$284.9K
486
建仓
TSM
Taiwan Semiconductor
+$283.1K
1,611
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$282.0K
0
-100%
清仓
VUG
VANGUARD GROWTH ETF
-$282.0K
0
-100%
建仓
QTUM
Defiance Quantum ETF
+$263.1K
4,161
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$258.1K
1,571
建仓
NOW
SERVICENOW INC COM
+$258.1K
325
增持
RTX
United Technologies
+$256.2K
6,826
+55%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$255.8K
0
-100%
清仓
MBB
ISHARES MBS ETF
-$249.7K
0
-100%
清仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$249.4K
0
-100%
建仓
AMT
American Tower
+$246.5K
1,282
建仓
FDX
FEDEX CORP COM
+$242.2K
812
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$239.2K
23,208
+19%
减持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$236.0K
10,436
-29%
增持
INTC
Intel
+$234.6K
15,102
+187%
清仓
RSPG
Energy ETF
-$233.3K
0
-100%
建仓
AMAT
Applied Materials
+$228.1K
947
建仓
T
AT&T
+$224.8K
11,946
增持
NANR
SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
+$224.6K
34,923
+15%
建仓
AXP
American Express
+$224.6K
952
清仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$223.3K
0
-100%
增持
SGOL
Gold ETF
+$223.0K
217,531
+1%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$222.7K
2,586
+60%
增持
ITOT
iShares Core S&P Total U.S. Stock Market ETF
+$219.5K
20,840
+5%
建仓
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$218.7K
2,647
清仓
TIP
iShares Tips Bond ETF
-$215.3K
0
-100%
清仓
WM
WASTE MGMT INC DEL COM
-$212.7K
0
-100%
清仓
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$212.3K
0
-100%
建仓
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
+$211.4K
5,775
建仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$211.2K
966
增持
ABBV
Abbvie
+$209.8K
3,921
+61%
建仓
NKE
Nike
+$208.5K
2,742
建仓
PFE
Pfizer
+$204.4K
7,344
建仓
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$200.8K
5,700
清仓
—
LINDE PLC SHS
-$200.7K
0
-100%
增持
META
Facebook
+$200.5K
1,944
+21%
建仓
BA
Boeing
+$200.4K
1,081
增持
LGH
HCM DEFENDER 500 INDEX ETF
+$198.6K
28,852
+7%
增持
SHOP
Shopify
+$196.2K
10,731
+64%
减持
RSG
Republic Services
-$188.9K
39,751
-4%
增持
MCD
McDonalds
+$185.7K
3,571
+43%
增持
F
FORD MTR CO DEL COM
+$182.8K
47,163
+48%
增持
SCHH
Schwab REIT
+$181.8K
160,022
+7%
增持
GNRC
GENERAC HLDGS INC COM
+$181.7K
3,405
+52%
增持
MA
MASTERCARD INCORPORATED CL A
+$180.8K
1,263
+59%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$178.9K
313,449
+3%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$177.1K
3,847
-29%
增持
GBTC
GRAYSCALE BITCOIN TRUST
+$176.4K
63,569
+19%
建仓
TMAT
NORTHERN LIGHTS FUND TRUST IV
+$173.9K
10,008
增持
MRK
Merck
+$173.8K
74,275
+4%
增持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
+$162.3K
88,960
+8%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$160.9K
16,816
+0%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$157.9K
2,327
+22%
增持
WMT
WALMART INC COM
+$153.8K
12,037
+9%
减持
CORZ
CORE SCIENTIFIC INC NEW COM
+$153.2K
23,158
-3%
增持
MSTR
MICROSTRATEGY INC CL A NEW
-$150.4K
1,292
+14%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$150.4K
24,613
+32%
增持
JPIE
JPMorgan Income ETF
+$148.3K
37,195
+10%
增持
PEP
Pepsi
-$145.5K
48,716
+4%
