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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 58
增持 79
减持 10
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple
+$11.6M
226,116
+17%
增持
AMZN
Amazon
+$10.7M
129,090
+36%
增持
JPM
JPMorgan Chase
+$10.5M
141,701
+27%
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。
减持
CCI
Crown Castle Int.
-$8.2M
25,478
-71%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$7.8M
159,476
+38%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$6.3M
31,014
+92%
减持
BOTZ
Global Robotics and AI ETF
-$5.7M
95,977
-65%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$5.6M
69,114
+801%
增持
AVGO
Broadcom
+$5.5M
27,639
+422%
增持
TSLA
Tesla
+$5.4M
17,083
+192%
增持
KMI
Kinder Morgan Inc
+$5.0M
297,755
+106%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$5.0M
243,311
+11%
增持
NVDA
NVIDIA CORPORATION COM
+$4.6M
176,826
+12%
增持
MSFT
Microsoft
+$4.4M
100,252
+14%
增持
META
Facebook
+$4.2M
9,367
+305%
建仓
CL
COLGATE PALMOLIVE CO COM
+$4.1M
44,729
增持
GOOGL
Alphabet CL A
+$4.0M
67,719
+27%
减持
MDLZ
MONDELEZ INTL INC CL A
-$3.8M
106,054
-23%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$3.8M
103,771
+35%
增持
SPY
SPDR S&P 500 ETF TRUST
+$3.8M
61,719
+9%
增持
WMT
WALMART INC COM
+$3.7M
56,714
+218%
建仓
SPG
Simon Property Group
+$3.7M
21,216
增持
ORCL
ORACLE CORP COM
+$3.6M
38,028
+141%
增持
GOOG
Alphabet CL C
+$3.5M
32,699
+102%
建仓
VST
VISTRA CORP COM
+$3.4M
24,803
增持
UNH
Unitedhealth Group
+$3.4M
9,893
+261%
减持
PEP
Pepsi
-$3.4M
15,520
-54%
减持
—
Exxon Mobil
-$2.9M
46,199
-31%
增持
V
Visa
+$2.8M
12,863
+181%
建仓
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$2.7M
47,802
建仓
—
AON PLC SHS CL A
+$2.7M
7,573
增持
HD
Home Depot
+$2.7M
48,151
+22%
增持
CMCSA
Comcast
+$2.7M
79,110
+983%
清仓
MELI
MercadoLibre
-$2.6M
0
-100%
建仓
WDAY
WORKDAY INC CL A
+$2.5M
9,634
建仓
SYK
STRYKER CORPORATION COM
+$2.5M
6,904
增持
MS
Morgan Stanley
+$2.5M
97,023
+4%
增持
MA
MASTERCARD INCORPORATED CL A
+$2.4M
7,565
+141%
增持
SCHG
Schwab U.S. Large-Cap Growth
+$2.4M
425,200
+367%
增持
FCX
Freeport-McMoran
-$2.3M
205,312
+1%
建仓
SHEL
Royal Dutch Shell ADR
+$2.2M
35,349
减持
DHR
Danaher
-$2.2M
33,852
-5%
增持
PWR
Quanta Services
+$2.2M
26,870
+27%
增持
TSM
Taiwan Semiconductor
+$2.2M
12,369
+661%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.1M
430,466
+278%
建仓
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$2.1M
31,945
建仓
SAP
SAP SE SPON ADR
+$2.1M
8,402
建仓
—
AERCAP HOLDINGS NV SHS
+$2.0M
20,970
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$2.0M
7,000
-77%
减持
XBI
Biotech ETF
-$2.0M
4,520
-81%
增持
ISRG
Intuitive Surgical
+$1.9M
12,497
+34%
增持
ABBV
Abbvie
+$1.8M
15,847
+223%
增持
MLPX
Global X MLP & Energy Infrastructure ETF
+$1.7M
94,154
+27%
增持
BRK/B
Berkshire Hathaway CL B
+$1.7M
53,651
+9%
增持
MCO
MOODYS CORP COM
+$1.6M
14,316
+32%
建仓
COF
CAPITAL ONE FINL CORP COM
+$1.6M
9,061
建仓
TYL
TYLER TECHNOLOGIES INC COM
+$1.6M
2,765
清仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$1.6M
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$1.6M
4,792
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$1.5M
81,316
+210%
增持
LOW
Lowes
+$1.5M
8,265
+338%
建仓
WFC
Wells Fargo
+$1.5M
21,667
增持
ELV
ELEVANCE HEALTH INC COM
+$1.5M
4,956
+702%
增持
BAC
Bank of America
+$1.5M
56,014
+127%
增持
LLY
ELI LILLY & CO COM
+$1.5M
6,187
+66%
建仓
WPC
WP CAREY INC COM
+$1.4M
26,034
建仓
EAGL
EAGLE CAPITAL SELECT EQUITY ETF
+$1.4M
50,894
建仓
ARGT
GLOBAL X MSCI ARGENTINA ETF
+$1.4M
17,009
增持
PYPL
Paypal
+$1.4M
97,330
+10%
建仓
HUM
HUMANA INC COM
+$1.4M
5,418
清仓
EPI
WISDOMTREE INDIA EARNINGS FUND
-$1.3M
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.3M
12,845
+169%
建仓
ADI
ANALOG DEVICES INC COM
+$1.3M
6,200
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$1.3M
4,554
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$1.3M
8,986
建仓
CHTR
Charter Communications
+$1.3M
3,748
增持
WM
WASTE MGMT INC DEL COM
+$1.3M
8,407
+322%
建仓
WWD
WOODWARD INC COM
+$1.3M
7,659
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$1.3M
46,920
+2%
建仓
HLT
HILTON WORLDWIDE HLDGS INC COM
+$1.2M
5,043
增持
SO
SOUTHERN CO COM
+$1.2M
26,548
+153%
增持
SPDW
SPDR S&P World ex-US
-$1.2M
468,554
+2%
建仓
ROP
ROPER TECHNOLOGIES INC COM
+$1.2M
2,369
增持
COP
Conocophillips
+$1.2M
186,535
+14%
增持
ABT
Abbott Labs
+$1.2M
17,936
+146%
增持
T
AT&T
+$1.2M
71,666
+260%
建仓
KLAC
KLA CORP COM NEW
+$1.2M
1,889
建仓
J
JACOBS SOLUTIONS INC COM
+$1.2M
8,705
建仓
AA
ALCOA CORP COM
+$1.1M
30,357
增持
COIN
COINBASE GLOBAL INC COM CL A
+$1.1M
11,453
+20%
建仓
TMUS
T-MOBILE US INC COM
+$1.1M
5,077
建仓
TOL
TOLL BROTHERS INC COM
+$1.1M
8,868
建仓
EMR
EMERSON ELEC CO COM
+$1.1M
8,973
增持
LMT
Lockheed Martin
-$1.1M
17,196
+6%
增持
AMGN
Amgen
-$1.1M
28,906
+8%
增持
CME
CME Group
+$1.1M
23,485
+18%
建仓
GDDY
GODADDY INC CL A
+$1.0M
5,295
建仓
NDAQ
Nasdaq Inc
+$1.0M
13,124
增持
—
Accenture
+$1.0M
5,617
+106%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$1.0M
99,713
+12%
增持
AXP
American Express
+$968.2K
13,438
+21%
增持
RTX
United Technologies
+$955.3K
15,395
+126%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$944.2K
14,342
+10%
增持
NOW
SERVICENOW INC COM
+$906.1K
1,215
+185%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$903.3K
15,541
+132%
增持
WWJD
INSPIRE INTERNATIONAL ETF
-$896.3K
323,256
+2%
增持
MKL
Markel
+$891.0K
1,881
+25%
增持
COST
Costco
+$872.9K
8,202
+9%
建仓
PSX
PHILLIPS 66 COM
+$861.2K
7,559
增持
MCD
McDonalds
+$855.2K
7,549
+72%
增持
DIS
Disney
+$851.9K
52,108
+1%
建仓
CLH
CLEAN HARBORS INC COM
+$845.5K
3,674
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$842.8K
24,093
+41%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$838.4K
2,270
建仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$834.2K
7,243
增持
TXN
Texas Instruments
+$832.1K
36,801
+25%
建仓
SVOL
SIMPLIFY VOLATILITY PREMIUM ETF
+$825.4K
39,702
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$810.5K
1,558
建仓
—
YIELDMAX MSTR OPTION INCOME STRATEGY ETF
+$785.6K
29,858
建仓
PNC
PNC Financial Services
+$785.3K
4,072
增持
SCHR
Schwab Intermediate-Term US Treasury
+$767.5K
391,107
+127%
建仓
SPD
SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF
+$751.0K
22,504
减持
CVX
Chevron
-$747.5K
16,744
-22%
建仓
MDYV
SPDR S&P 400 MID CAP VALUE ETF
+$736.1K
9,178
建仓
LDOS
LEIDOS HOLDINGS INC COM
+$735.6K
5,106
建仓
TTWO
Take-Two Interactive
+$734.5K
3,990
增持
HON
Honeywell
+$733.9K
5,562
+120%
建仓
LULU
LULULEMON ATHLETICA INC COM
+$726.6K
1,900
减持
EMXC
iShares Emerging Markets ex China ETF
-$718.2K
70,398
-7%
增持
VFC
V F CORP COM
+$715.1K
256,531
+7%
增持
GNRC
GENERAC HLDGS INC COM
+$704.6K
9,260
+101%
建仓
EOG
EOG Resources
+$699.4K
5,706
建仓
GLW
CORNING INC COM
+$694.5K
14,614
建仓
MAR
MARRIOTT INTL INC NEW CL A
+$691.0K
2,477
增持
NEE
Nextera Energy
-$682.6K
112,669
+9%
建仓
GPN
GLOBAL PMTS INC COM
+$677.5K
6,046
建仓
ZTS
Zoetis
+$663.3K
4,071
建仓
TBIL
US TREASURY 3 MONTH BILL ETF
+$655.6K
13,148
建仓
ACM
AECOM COM
+$655.4K
6,135
增持
MTB
M & T BK CORP COM
+$628.7K
25,991
+9%
增持
CSCO
Cisco
+$622.8K
20,434
+85%
增持
PRU
Prudential Financial
+$620.6K
7,227
+271%
增持
MRK
Merck
-$613.3K
72,830
+5%
建仓
DE
Deere & Co
+$612.9K
1,447
增持
URI
UNITED RENTALS INC COM
+$612.4K
1,420
+196%
建仓
VMC
VULCAN MATLS CO COM
+$611.7K
2,378
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$602.8K
5,400
+104%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$598.7K
2,575
建仓
TGT
TARGET CORP COM
+$584.7K
4,325
增持
ADBE
Adobe
+$580.4K
1,984
+240%
