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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 46
增持 84
减持 17
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft
+$21.8M
121,045
+18%
增持
NVDA
NVIDIA CORPORATION COM
+$13.2M
207,782
+15%
增持
OSCR
OSCAR HEALTH INC CL A
+$9.6M
453,588
+3558%
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
SCHV
Schwab U.S. Large-Cap Value
+$9.3M
334,791
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$8.9M
118,319
+126%
增持
SCHG
Schwab U.S. Large-Cap Growth
+$8.7M
690,128
+51%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$8.1M
44,918
+28%
增持
SPY
SPDR S&P 500 ETF TRUST
+$7.8M
80,883
+7%
增持
JPM
JPMorgan Chase
+$7.4M
146,410
+2%
建仓
MGV
VANGUARD MEGA CAP VALUE ETF
+$6.9M
52,294
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$6.8M
144,750
-5%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$6.7M
105,157
增持
AMZN
Amazon
+$6.6M
148,931
+9%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$6.5M
313,198
+16%
增持
VOO
VANGUARD S&P 500 ETF
+$5.8M
11,920
+541%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$5.4M
332,619
-35%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$4.8M
13,177
清仓
SPG
Simon Property Group
-$4.8M
0
-100%
减持
MRK
Merck
-$4.5M
17,537
-73%
增持
AVGO
Broadcom
+$4.5M
35,136
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$4.0M
18,427
+230%
增持
HIMS
HIMS & HERS HEALTH INC COM CL A
+$4.0M
109,253
+120%
增持
CPS
COOPER STD HLDGS INC COM
+$4.0M
484,741
+15%
增持
WMT
WALMART INC COM
+$3.9M
92,995
+56%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$3.9M
17,669
+31%
增持
VO
VANGUARD MID-CAP ETF
+$3.8M
16,669
+427%
增持
ALL
Allstate
+$3.7M
32,543
+136%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$3.7M
128,807
+16%
增持
VUG
VANGUARD GROWTH ETF
+$3.6M
9,438
+614%
减持
JNJ
Johnson & Johnson
-$3.6M
63,007
-21%
增持
PYPL
Paypal
+$3.5M
149,654
+27%
增持
NFLX
Netflix
+$3.4M
5,217
+36%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$3.3M
72,454
建仓
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
+$3.3M
117,756
增持
TSLA
Tesla
+$3.3M
26,307
+34%
建仓
CGCB
CAPITAL GROUP CORE BOND ETF
+$3.2M
122,871
建仓
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$3.2M
35,021
增持
GOOGL
Alphabet CL A
+$3.2M
81,055
+13%
增持
—
Eaton Corp
+$3.1M
29,723
+8%
减持
COP
Conocophillips
-$3.0M
177,337
-1%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$2.7M
55,264
+1093%
增持
NVO
NOVO-NORDISK A S ADR
+$2.7M
46,927
+473%
增持
DIS
Disney
+$2.5M
66,445
+15%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$2.5M
138,363
+24%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.4M
14,133
+22%
减持
GLW
CORNING INC COM
-$2.4M
18,337
-75%
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$2.4M
191,913
+98%
增持
META
Facebook
+$2.3M
9,679
+16%
减持
COWZ
Pacer US Cash Cows 100 ETF
-$2.3M
65,437
-40%
建仓
CLIP
Global X 1-3 Month T-Bill ETF
+$2.3M
22,844
减持
IGSB
iShares 1-3 Year Credit Bond ETF
-$2.2M
12,547
-77%
增持
SPDW
SPDR S&P World ex-US
+$2.2M
473,195
+1%
增持
PFE
Pfizer
+$2.2M
99,220
+935%
减持
BLK
Blackrock
-$2.2M
573
-80%
增持
BRK/B
Berkshire Hathaway CL B
-$2.1M
56,599
+2%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$2.1M
25,392
+483%
减持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
-$2.1M
31,057
-73%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$2.0M
211,932
+47%
增持
LLY
ELI LILLY & CO COM
+$2.0M
10,253
+40%
建仓
—
ASML Holdings
+$2.0M
2,441
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$1.9M
3,444
+406%
建仓
BAX
Baxter International
+$1.9M
63,202
建仓
SCHY
Schwab International Dividend Equity ETF
+$1.8M
67,536
建仓
BKLN
INVESCO SENIOR LOAN ETF
+$1.8M
87,694
建仓
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$1.8M
67,131
增持
KMI
Kinder Morgan Inc
+$1.8M
363,542
+16%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.8M
27,788
+286%
建仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$1.8M
40,463
减持
AMGN
Amgen
-$1.7M
26,295
-10%
建仓
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
+$1.7M
64,684
建仓
GRID
First Trust Clean Edge Smart Grid ETF
+$1.7M
12,385
建仓
CRS
CARPENTER TECHNOLOGY CORP COM
+$1.6M
5,887
增持
VTI
Vanguard Total Stock Market
+$1.6M
12,919
+53%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.6M
39,432
建仓
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.6M
37,201
建仓
NUKZ
RANGE NUCLEAR RENAISSANCE INDEX ETF
+$1.6M
27,785
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.6M
33,363
建仓
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$1.6M
69,337
增持
CRWD
Crowdstrike
+$1.5M
6,216
+35%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.5M
211,581
+36%
增持
JPIE
JPMorgan Income ETF
+$1.5M
79,964
+68%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$1.5M
4,548
增持
AAPL
Apple
-$1.4M
246,036
+5%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$1.4M
340,464
+2%
增持
ISRG
Intuitive Surgical
+$1.3M
15,112
+9%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$1.3M
28,647
+70%
建仓
TOST
TOAST INC CL A
+$1.3M
29,687
增持
IJR
iShares S&P Small Cap ETF
+$1.3M
130,707
+5%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.2M
31,604
增持
TXN
Texas Instruments
+$1.2M
34,255
+5%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$1.2M
78,500
+20%
增持
TSM
Taiwan Semiconductor
+$1.2M
15,483
+12%
建仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$1.2M
4,391
增持
APH
AMPHENOL CORP NEW CL A
+$1.2M
19,817
+71%
增持
EAGL
EAGLE CAPITAL SELECT EQUITY ETF
+$1.2M
94,947
+58%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$1.1M
38,488
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$1.1M
47,463
+2%
建仓
EFX
EQUIFAX INC COM
+$1.1M
4,172
增持
SHOP
Shopify
+$1.0M
22,648
+38%
增持
COF
CAPITAL ONE FINL CORP COM
+$1.0M
12,228
+41%
建仓
FLBL
FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND
+$1.0M
42,500
增持
VFC
V F CORP COM
+$1.0M
481,091
+61%
建仓
FLOT
ISHARES FLOATING RATE BOND ETF
+$1.0M
19,960
清仓
TOL
TOLL BROTHERS INC COM
-$1.0M
0
-100%
增持
VIG
Vanguard Dividend Appreciation ETF
+$986.7K
9,337
+96%
增持
AMAT
Applied Materials
+$959.0K
6,608
+282%
增持
INTC
Intel
+$958.8K
74,996
+136%
建仓
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$917.9K
31,188
增持
—
YIELDMAX MSTR OPTION INCOME STRATEGY ETF
+$907.3K
75,767
+99%
增持
SLV
ISHARES SILVER TRUST
+$906.5K
43,124
+163%
增持
UNH
Unitedhealth Group
-$900.0K
14,192
+40%
建仓
QXO
QXO INC COM NEW
+$892.2K
41,420
建仓
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$886.8K
7,885
增持
EMXC
iShares Emerging Markets ex China ETF
+$863.8K
72,275
+8%
增持
BA
Boeing
+$860.3K
6,034
+155%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR COM
+$858.6K
70,845
增持
BOTZ
Global Robotics and AI ETF
+$846.7K
114,428
+13%
建仓
DLR
DIGITAL RLTY TR INC COM
+$837.5K
4,804
建仓
PAAA
PGIM AAA CLO ETF
+$806.4K
15,673
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$802.3K
8,091
+140%
增持
CIBR
First Trust Cybersecurity ETF
+$753.2K
41,310
+10%
减持
ORCL
ORACLE CORP COM
+$742.4K
11,776
-10%
增持
NOW
SERVICENOW INC COM
+$735.0K
1,693
+34%
增持
UBER
UBER TECHNOLOGIES INC COM
+$733.7K
15,145
+62%
建仓
SMH
Semiconductor ETF
+$725.3K
2,601
减持
VST
VISTRA CORP COM
+$724.7K
18,083
-24%
增持
BAC
Bank of America
+$715.6K
66,907
+14%
增持
AXP
American Express
+$712.0K
13,514
+1%
增持
—
Exxon Mobil
+$700.6K
44,231
+29%
建仓
CRM
SALESFORCE INC COM
+$684.2K
2,509
减持
PWR
Quanta Services
+$683.1K
20,567
-26%
增持
T
AT&T
+$681.8K
214,596
+10%
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$659.9K
9,079
减持
—
Accenture
-$653.3K
3,597
-35%
增持
IVV
iShares Core S&P 500 ETF
+$643.5K
2,290
+65%
增持
NDAQ
Nasdaq Inc
+$640.7K
25,012
+19%
建仓
EXC
EXELON CORP COM
+$639.5K
14,728
增持
WWD
WOODWARD INC COM
+$623.5K
8,625
+6%
建仓
PSTG
PURE STORAGE INC CL A
+$615.2K
10,685
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW
+$604.3K
13,010
增持
PM
Philip Morris
+$603.8K
5,399
+126%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$596.5K
1,700
清仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$592.4K
0
-100%
建仓
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$590.4K
11,915
增持
RTX
United Technologies
+$582.2K
17,734
+17%
减持
—
AON PLC SHS CL A
-$575.9K
4,563
-17%
增持
ABT
Abbott Labs
+$569.0K
26,816
+16%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$566.8K
502
-68%
增持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
+$552.9K
46,898
+55%
建仓
XLY
Consumer Discretionary Sector ETF
+$545.3K
2,509
