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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 43增持 86减持 12清仓 9

方向

标的

Δ市值

现股数(环比)

增持

AAPL Apple

+$9.7M

193,392 +21%

减持

CVX Chevron

-$6.4M

21,544 -65%

增持

— Exxon Mobil

+$5.4M

66,757 +218%

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

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$4.6M

114,007 +76%

建仓

ISRG Intuitive Surgical

+$4.6M

9,346

清仓

— FERGUSON PLC NEW SHS

-$4.6M

0 -100%

增持

BRK/B Berkshire Hathaway CL B

+$4.5M

49,238 +10%

增持

HD Home Depot

+$4.4M

39,521 +14%

增持

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS

+$4.1M

89,117 +18%

增持

NVDA NVIDIA CORPORATION COM

+$4.0M

157,762 +28%

建仓

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

+$3.7M

138,458

增持

SPY SPDR S&P 500 ETF TRUST

+$3.2M

56,450 +6%

建仓

KMI Kinder Morgan Inc

+$3.2M

144,714

清仓

EW Edwards Lifesciences

-$3.1M

0 -100%

增持

AXP American Express

+$2.8M

11,135 +1070%

建仓

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$2.7M

15,041

建仓

ORCL ORACLE CORP COM

+$2.7M

15,790

增持

LLY ELI LILLY & CO COM

+$2.6M

3,727 +415%

增持

PYPL Paypal

+$2.6M

88,550 +21%

增持

IJR iShares S&P Small Cap ETF

+$2.6M

111,146 +14%

建仓

MELI MercadoLibre

+$2.6M

1,254

增持

AMZN Amazon

+$2.6M

94,809 +26%

建仓

FBTC FIDELITY WISE ORIGIN BITCOIN FUND

+$2.6M

46,018

增持

JNJ Johnson & Johnson

+$2.5M

73,493 +14%

增持

CCI Crown Castle Int.

+$2.5M

88,879 +5%

增持

LMT Lockheed Martin

+$2.4M

16,195 +7%

增持

IGSB iShares 1-3 Year Credit Bond ETF

+$2.3M

50,790 +674%

增持

COST Costco

+$2.3M

7,492 +48%

增持

DHR Danaher

+$2.3M

35,735 +12%

减持

DIS Disney

-$2.2M

51,465 -30%

增持

JPM JPMorgan Chase

+$2.2M

111,408 +9%

增持

QQQ INVESCO QQQ TRUST SERIES I

+$2.2M

13,089 +53%

减持

PEP Pepsi

-$2.2M

33,804 -31%

增持

VFC V F CORP COM

+$2.2M

240,100 +19%

增持

NEE Nextera Energy

+$2.0M

103,630 +8%

增持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

+$2.0M

30,821 +356%

增持

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

+$1.9M

6,720 +189%

增持

SPDW SPDR S&P World ex-US

+$1.9M

458,783 +5%

增持

PWR Quanta Services

+$1.8M

21,227 +17%

增持

VTI Vanguard Total Stock Market

+$1.8M

8,335 +313%

增持

COWZ Pacer US Cash Cows 100 ETF

+$1.8M

106,086 +31%

减持

HON Honeywell

-$1.7M

2,527 -76%

增持

PLTR PALANTIR TECHNOLOGIES INC CL A

+$1.7M

115,375 +16%

增持

BOTZ Global Robotics and AI ETF

+$1.7M

271,570 +18%

清仓

QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES

-$1.7M

0 -100%

减持

MRK Merck

-$1.6M

69,201 -7%

建仓

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

+$1.6M

15,799

清仓

IGPT Invesco Dynamic Software ETF

-$1.5M

0 -100%

增持

MS Morgan Stanley

+$1.5M

93,288 +13%

增持

SCHG Schwab U.S. Large-Cap Growth

+$1.4M

91,142 +16%

建仓

PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF

+$1.4M

75,302

增持

COP Conocophillips

-$1.4M

164,157 +1%

增持

SCHR Schwab Intermediate-Term US Treasury

+$1.3M

172,579 +13%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$1.3M

220,173 +17%

增持

GOOG Alphabet CL C

+$1.3M

16,202 +113%

增持

CPS COOPER STD HLDGS INC COM

+$1.3M

314,690 +21%

建仓

TJX TJX COS INC NEW COM

+$1.2M

9,909

建仓

RPM RPM INTL INC COM

+$1.1M

9,047

减持

CRWD Crowdstrike

-$1.1M

7,756 -8%

清仓

CALF PACER US SMALL CAP CASH COWS 100 ETF

-$1.1M

0 -100%

增持

MSTR MICROSTRATEGY INC CL A NEW

+$1.0M

16,171 +1152%

增持

WWJD INSPIRE INTERNATIONAL ETF

+$1.0M

317,978 +1%

增持

MA MASTERCARD INCORPORATED CL A

+$986.9K

3,136 +148%

增持

MTB M & T BK CORP COM

+$971.7K

23,905 +10%

增持

AWK American Water Works

+$957.9K

23,233 +22%

增持

FCX Freeport-McMoran

+$947.2K

203,084 +8%

增持

SPEM SPDR S&P Emerging Markets

+$923.4K

144,615 +9%

增持

HELO JPMorgan Hedged Equity Laddered Overlay ETF

+$913.0K

69,345 +22%

增持

UNH Unitedhealth Group

+$890.8K

2,743 +92%

增持

SCHH Schwab REIT

+$842.1K

173,504 +8%

建仓

GIS GENERAL MLS INC COM

+$786.5K

10,650

增持

TSLA Tesla

+$785.8K

5,849 +82%

增持

MCO MOODYS CORP COM

+$739.8K

10,806 +5%

增持

SO SOUTHERN CO COM

+$713.3K

10,477 +251%

增持

SGOL Gold ETF

+$702.7K

220,650 +1%

增持

BAC Bank of America

+$692.7K

24,658 +253%

增持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

+$688.7K

57,536 +27%

增持

ICE INTERCONTINENTAL EXCHANGE INC COM

+$654.4K

17,102 +15%

建仓

UBER UBER TECHNOLOGIES INC COM

+$643.8K

8,566

增持

WMT WALMART INC COM

+$621.4K

17,842 +48%

增持

— Accenture

+$602.3K

2,731 +129%

增持

RSG Republic Services

+$602.3K

41,229 +4%

增持

INTC Intel

+$587.4K

45,038 +198%

减持

SHV iShares Short-Term Treasury ETF

-$569.7K

29,683 -15%

增持

VZ Verizon

+$563.0K

19,524 +156%

建仓

TSCO TRACTOR SUPPLY CO COM

+$555.2K

1,908

增持

TFC Truist Financial

+$549.8K

90,021 +8%

建仓

PANW Palo Alto Networks

+$540.7K

1,582

建仓

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

+$524.8K

5,349

建仓

ETHA ISHARES ETHEREUM TRUST ETF

+$515.6K

26,215

建仓

CMA Comerica Inc

+$505.9K

8,445

减持

SECT MAIN SECTOR ROTATION ETF

-$494.3K

52,403 -19%

建仓

LHX L3HARRIS TECHNOLOGIES INC COM

+$472.3K

1,985

减持

CME CME Group

+$468.8K

19,914 -0%

增持

PG PROCTER AND GAMBLE CO COM

+$456.0K

4,773 +111%

减持

MDLZ MONDELEZ INTL INC CL A

-$454.2K

138,236 -14%

增持

MCD McDonalds

+$448.5K

4,378 +23%

建仓

IWO ISHARES RUSSELL 2000 GROWTH ETF

+$438.0K

1,542

建仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$436.3K

5,209

增持

CIBR First Trust Cybersecurity ETF

+$429.3K

37,554 +19%

增持

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

+$427.4K

7,674 +153%

增持

ABT Abbott Labs

+$422.0K

7,304 +84%

增持

AMGN Amgen

+$415.8K

26,684 +1%

建仓

WM WASTE MGMT INC DEL COM

+$413.0K

1,990

增持

DUK DUKE ENERGY CORP NEW COM NEW

+$411.0K

6,688 +85%

建仓

GS GOLDMAN SACHS GROUP INC COM

+$410.0K

828

增持

JPIE JPMorgan Income ETF

+$399.1K

44,892 +21%

建仓

URI UNITED RENTALS INC COM

+$387.9K

479

增持

GBTC GRAYSCALE BITCOIN TRUST

+$383.2K

76,683 +21%

建仓

ARCC ARES CAPITAL CORP COM

+$378.4K

18,071

建仓

— GRAYSCALE BITCOIN MINI TRUST (BTC)

+$378.1K

67,164

建仓

IXJ ISHARES GLOBAL HEALTHCARE ETF

+$374.3K

3,813

增持

MLPX Global X MLP & Energy Infrastructure ETF

+$372.7K

74,016 +4%

增持

NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF

+$344.8K

39,675 +14%

增持

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

+$332.5K

22,761 +16%

增持

META Facebook

+$332.0K

2,311 +19%

建仓

PGF INVESCO FINANCIAL PREFERRED ETF

+$331.5K

21,167

增持

ABBV Abbvie

+$316.9K

4,900 +25%

清仓

ETSY Etsy Inc

-$312.9K

0 -100%

减持

BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF

-$312.5K

10,558 -46%

增持

FXI iShares China Large Cap

+$306.9K

39,241 +10%

清仓

MARA MARATHON DIGITAL HOLDINGS INC COM

-$300.7K

0 -100%

建仓

BCE BCE INC COM NEW

+$295.8K

8,500

减持

IFRA iShares U.S. Infrastructure ETF

-$294.9K

9,747 -46%

建仓

KWEB KRANESHARES CSI CHINA INTERNET ETF

+$290.4K

8,537

增持

IBM INTERNATIONAL BUSINESS MACHS COM

+$290.0K

2,643 +59%

建仓

ENB Enbridge

+$286.4K

7,052

建仓

KMB KIMBERLY-CLARK CORP COM

+$282.7K

1,987

建仓

IGOV ISHARES INTERNATIONAL TREASURY BOND ETF

+$273.3K

6,535

增持

SHOP Shopify

+$272.8K

12,250 +14%

增持

SPHY SPDR Portfolio High Yield Bond ETF

+$270.8K

73,259 +14%

增持

MDY SPDR S&P MIDCAP 400 ETF TRUST

+$270.7K

1,329 +45%

增持

VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF

+$270.0K

99,883 +12%

增持

GNRC GENERAC HLDGS INC COM

+$263.7K

4,602 +35%

建仓

INTU INTUIT COM

+$258.3K

416

清仓

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

-$255.0K

0 -100%

清仓

— WESTROCK CO COM

-$254.4K

0 -100%

增持

JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF

+$253.0K

76,840 +4%

建仓

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

+$252.8K

2,496

建仓

AHR AMERICAN HEALTHCARE REIT INC COM SHS

+$245.8K

9,416

增持

KO Coca Cola

+$244.9K

9,690 +36%

建仓

OVL OVERLAY SHARES LARGE CAP EQUITY ETF

+$242.5K

5,217

增持

VIG Vanguard Dividend Appreciation ETF

+$242.1K

4,186 +31%

建仓

GE GE Aerospace

+$240.5K

1,275

建仓

CLX CLOROX CO DEL COM

+$240.3K

1,475

建仓

MBB ISHARES MBS ETF

+$237.7K

2,481

增持

XBI Biotech ETF

+$237.5K

23,966 +3%

建仓

PRU Prudential Financial

+$236.0K

1,949

建仓

ROK ROCKWELL AUTOMATION INC COM

+$234.4K

873

建仓

SYY SYSCO CORP COM

+$232.0K

2,972