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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 90
减持 35
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MSTR
STRATEGY INC CL A NEW
-$7.3M
46,527
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$6.9M
85,175
-30%
减持
IBIT
iShares Bitcoin ETF
-$6.3M
321,312
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。
-6%
减持
MSFT
Microsoft
-$5.5M
116,194
-3%
减持
GOOGL
Alphabet CL A
+$5.2M
81,402
-3%
减持
HD
Home Depot
-$4.9M
39,103
-13%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$4.7M
149,648
+0%
增持
NFLX
Netflix
-$3.8M
28,114
+422%
增持
JNJ
Johnson & Johnson
+$3.7M
73,822
+18%
增持
AMZN
Amazon
+$3.6M
160,005
+6%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$3.5M
101,496
-3%
增持
VFC
V F CORP COM
+$3.2M
647,496
+10%
减持
AAPL
Apple
+$3.2M
242,232
-2%
增持
HIMS
HIMS & HERS HEALTH INC COM CL A
-$3.1M
141,591
+4%
减持
BAM
Brookfield Asset Management
-$3.0M
39,286
-56%
减持
LLY
ELI LILLY & CO COM
+$3.0M
10,271
-3%
增持
TSM
Taiwan Semiconductor
+$2.9M
32,472
+31%
增持
SGOL
Gold ETF
+$2.9M
257,637
+23%
建仓
FXU
First Trust Utilities ETF
+$2.7M
60,357
增持
IJR
iShares S&P Small Cap ETF
+$2.7M
162,647
+15%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$2.6M
43,650
+295%
增持
ALB
Albemarle
+$2.6M
38,916
+8%
增持
SPDW
SPDR S&P World ex-US
+$2.5M
550,098
+7%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$2.5M
134,253
+3%
增持
MS
Morgan Stanley
+$2.4M
98,609
+4%
增持
NOV
NOV INC COM
+$2.4M
218,486
+184%
增持
CASY
CASEYS GEN STORES INC COM
+$2.3M
6,819
+168%
建仓
WY
Weyerhaeuser
+$2.3M
98,343
建仓
CLSK
CLEANSPARK INC COM NEW
+$2.2M
217,643
建仓
VRTX
Vertex Pharma
+$2.2M
4,828
增持
TSLA
Tesla
+$2.2M
33,206
+16%
增持
OSCR
OSCAR HEALTH INC CL A
-$2.1M
650,779
+8%
增持
AMGN
Amgen
+$2.0M
27,700
+11%
清仓
MOS
Mosaic
-$2.0M
0
-100%
增持
CPS
COOPER STD HLDGS INC COM
-$2.0M
501,373
+1%
增持
BAC
Bank of America
+$2.0M
97,594
+47%
增持
SCHY
Schwab International Dividend Equity ETF
+$1.9M
149,509
+62%
减持
META
Meta Platforms
-$1.8M
8,965
-15%
增持
HRL
HORMEL FOODS CORP COM
+$1.8M
118,325
+180%
增持
HON
Honeywell
+$1.7M
15,293
+159%
清仓
TOST
TOAST INC CL A
-$1.7M
0
-100%
增持
—
Eaton Corp
-$1.7M
31,504
+0%
增持
INTC
Intel
+$1.7M
261,479
+10%
清仓
MARA
MARA HOLDINGS INC COM
-$1.7M
0
-100%
增持
WMT
WALMART INC COM
+$1.6M
111,231
+7%
清仓
NVO
NOVO-NORDISK A S ADR
-$1.6M
0
-100%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
-$1.6M
289,709
+13%
减持
ISRG
Intuitive Surgical
-$1.6M
874
-81%
减持
GOOG
Alphabet CL C
+$1.5M
27,862
-6%
增持
DHR
Danaher
+$1.5M
32,355
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.5M
29,878
+15%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP CL A
+$1.5M
196,121
+56%
建仓
MELI
MercadoLibre
+$1.5M
734
增持
COIN
COINBASE GLOBAL INC COM CL A
-$1.5M
20,914
+14%
减持
T
AT&T
-$1.5M
183,680
-14%
增持
NEE
NEXTERA ENERGY INC COM
+$1.4M
137,832
+8%
清仓
—
YIELDMAX MSTR OPTION INCOME STRATEGY ETF
-$1.4M
0
-100%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.4M
29,742
+87%
减持
UBER
UBER TECHNOLOGIES INC COM
-$1.4M
9,513
-56%
增持
VOO
VANGUARD S&P 500 ETF
+$1.3M
14,520
+13%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$1.2M
96,188
+22%
增持
NANR
SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
+$1.2M
65,744
+31%
增持
CLIP
Global X 1-3 Month T-Bill ETF
+$1.2M
34,873
+53%
增持
SLV
ISHARES SILVER TRUST
+$1.2M
52,596
+1%
增持
WFC
Wells Fargo
+$1.1M
18,410
+165%
减持
BIBL
INSPIRE 100 ETF
-$1.0M
40,587
-37%
减持
SPY
SPDR S&P 500 ETF TRUST
+$1.0M
82,514
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$1.0M
48,665
+3%
减持
MTB
M & T BK CORP COM
-$995.5K
19,773
-22%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$925.6K
351,540
+4%
增持
UPS
United Parcel Service
+$874.2K
15,687
+92%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$860.5K
272,077
+14%
减持
—
ASML Holdings
-$859.8K
3,689
-26%
增持
ORCL
ORACLE CORP COM
-$847.1K
13,126
+8%
增持
VUG
VANGUARD GROWTH ETF
+$823.6K
12,438
+14%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$816.2K
159,997
+6%
增持
BBAI
BIGBEAR AI HLDGS INC COM
+$810.3K
588,657
+62%
增持
GRID
First Trust Clean Edge Smart Grid ETF
+$807.7K
55,092
+9%
增持
EMXC
iShares Emerging Markets ex China ETF
+$804.5K
86,000
+7%
增持
SPEM
SPDR S&P Emerging Markets
+$793.5K
168,264
+11%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$791.6K
37,413
+27%
增持
AVGO
Broadcom
+$788.5K
34,720
+2%
增持
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
+$782.0K
90,235
+13%
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$774.9K
157,822
+12%
建仓
STT
STATE STR CORP COM
+$769.2K
5,962
增持
PTL
INSPIRE 500 ETF
+$765.7K
4,515
+217%
建仓
WMB
Williams Company
+$754.1K
12,545
减持
VST
VISTRA CORP COM
-$749.5K
14,799
-8%
增持
CME
CME Group
+$730.4K
25,126
+11%
增持
—
Exxon Mobil
+$727.9K
46,356
+8%
减持
SYK
STRYKER CORPORATION COM
-$612.3K
5,879
-19%
建仓
ALLW
SPDR Bridgewater All Weather ETF
+$611.6K
22,249
增持
—
GRAB HOLDINGS LIMITED CLASS A ORD
+$590.9K
536,451
+55%
减持
AA
ALCOA CORP COM
+$576.7K
28,845
-1%
增持
RSG
Republic Services
-$556.9K
41,486
+2%
清仓
ZTS
Zoetis
-$546.3K
0
-100%
建仓
BPRE
Bluerock Total Income & Real Estate
+$538.6K
35,904
增持
AXP
American Express
+$538.5K
13,274
+1%
增持
INTU
INTUIT COM
+$534.8K
2,637
+49%
减持
MA
MASTERCARD INCORPORATED CL A
-$534.8K
6,778
-12%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$532.2K
65,682
+16%
增持
NUKZ
RANGE NUCLEAR RENAISSANCE INDEX ETF
+$526.6K
52,244
+22%
减持
PG
PROCTER & GAMBLE CO COM
-$512.4K
11,582
-18%
减持
JPM
JPMorgan Chase
+$508.7K
135,737
-1%
增持
PFE
Pfizer
+$492.2K
168,415
+16%
增持
COP
Conocophillips
+$489.0K
170,860
+4%
增持
JPIE
JPMorgan Income ETF
+$487.4K
101,048
+12%
增持
SCHR
Schwab Intermediate-Term US Treasury
+$466.0K
446,840
+5%
减持
EOG
EOG Resources
-$447.4K
2,392
-62%
清仓
SYY
SYSCO CORP COM
-$442.5K
0
-100%
增持
MLPX
Global X MLP & Energy Infrastructure ETF
+$432.8K
107,013
+11%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$430.4K
6,958
+11%
减持
KMB
KIMBERLY-CLARK CORP COM
-$423.3K
3,388
-45%
减持
TSCO
TRACTOR SUPPLY CO COM
-$422.2K
5,841
-53%
增持
EAGL
EAGLE CAPITAL SELECT EQUITY ETF
+$419.2K
112,596
+9%
增持
BKLN
INVESCO SENIOR LOAN ETF
+$413.8K
129,350
+18%
增持
BAX
Baxter International
+$412.0K
131,958
+42%
增持
PYPL
Paypal
-$402.6K
177,469
+11%
增持
COST
Costco
-$394.8K
9,390
+2%
减持
SHEL
Royal Dutch Shell ADR
-$394.0K
20,964
-22%
增持
SHOP
Shopify
+$391.8K
22,269
+4%
减持
MKL
Markel
+$387.4K
1,650
-0%
增持
TXN
Texas Instruments
+$379.0K
36,430
+13%
增持
SAP
SAP SE SPON ADR
+$375.4K
8,050
+36%
减持
WWD
WOODWARD INC COM
+$368.5K
7,591
-0%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$366.7K
15,169
+2%
建仓
TRGP
TARGA RES CORP COM
+$362.2K
1,963
清仓
ARCC
ARES CAPITAL CORP COM
-$358.5K
0
-100%
增持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
-$358.3K
54,353
+3%
清仓
FSK
FS KKR CAP CORP COM
-$354.2K
0
-100%
建仓
RGLD
ROYAL GOLD INC COM
+$351.4K
1,581
增持
KMI
Kinder Morgan Inc
+$347.4K
370,225
+7%
增持
IVV
iShares Core S&P 500 ETF
+$346.8K
2,801
+19%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$344.5K
3,828
增持
DIS
Disney
+$335.0K
39,778
+9%
减持
COF
CAPITAL ONE FINL CORP COM
+$330.6K
11,672
-1%
建仓
SPLV
Powershares S&P 500 Low Volatility
+$328.8K
4,604
增持
CRK
COMSTOCK RES INC COM
+$325.3K
45,362
+24%
增持
AMAT
Applied Materials
+$325.1K
6,216
+0%
增持
RTX
United Technologies
+$324.2K
17,276
+2%
建仓
VWO
Vanguard FTSE Emerging Markets
+$319.2K
5,938
清仓
FAST
Fastenal
-$317.7K
0
-100%
减持
HUM
HUMANA INC COM
-$317.6K
5,579
-17%
减持
TYL
TYLER TECHNOLOGIES INC COM
-$314.3K
2,266
-12%
减持
SVOL
SIMPLIFY VOLATILITY PREMIUM ETF
-$312.8K
17,259
-50%
增持
VTI
Vanguard Total Stock Market
+$308.0K
17,682
+3%
增持
BRK/B
Berkshire Hathaway CL B
+$306.6K
56,702
+1%
增持
VTV
VANGUARD VALUE ETF
+$303.7K
8,584
+20%
减持
MRK
Merck
+$302.4K
15,784
-3%
建仓
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$298.4K
1,777
