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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 71
减持 51
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$32.3M
434,686
+896%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$27.3M
41,454
-50%
增持
CVX
Chevron
+$11.0M
76,717
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。
+268%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$9.2M
120,875
+306%
减持
MSFT
Microsoft
-$8.7M
115,569
-1%
增持
INTC
Intel
+$8.1M
272,967
+4%
减持
JPM
JPMorgan Chase
-$7.2M
119,379
-12%
增持
IJR
iShares S&P Small Cap ETF
+$6.0M
193,386
+19%
增持
PFE
Pfizer
+$5.8M
366,282
+117%
减持
MCO
MOODYS CORP COM
-$5.6M
1,507
-88%
减持
BRK/B
Berkshire Hathaway CL B
-$4.9M
49,701
-12%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$4.9M
75,838
-25%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$4.8M
72,582
-15%
增持
PZZA
PAPA JOHNS INTL INC COM
+$4.8M
135,581
+2415%
建仓
XRAY
DENTSPLY SIRONA INC COM
+$4.6M
382,318
增持
SPDW
SPDR S&P World ex-US
+$4.5M
592,378
+8%
建仓
GNR
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$4.4M
59,189
增持
XBI
Biotech ETF
+$4.4M
35,210
+1003%
建仓
JBND
JPMorgan Active Bond ETF
+$4.3M
80,150
减持
AAPL
Apple
-$4.1M
231,623
-4%
增持
EMXC
iShares Emerging Markets ex China ETF
+$4.0M
117,239
+36%
增持
PYPL
Paypal
+$4.0M
288,712
+63%
减持
CIBR
First Trust Cybersecurity ETF
-$3.7M
4,125
-93%
减持
FXI
iShares China Large Cap
-$3.6M
6,036
-94%
增持
UTHR
UNITED THERAPEUTICS CORP DEL COM
+$3.6M
6,686
+1007%
减持
ALB
Albemarle
-$3.5M
10,758
-72%
建仓
OHI
OMEGA HEALTHCARE INVS INC COM
+$3.4M
72,580
减持
SHV
iShares Short-Term Treasury ETF
-$3.3M
2,833
-91%
增持
PAAA
PGIM AAA CLO ETF
+$3.2M
82,027
+297%
减持
TSLA
Tesla
-$3.1M
30,199
-9%
建仓
ILF
ISHARES LATIN AMERICA 40 ETF
+$3.1M
81,944
减持
IBIT
iShares Bitcoin ETF
-$3.1M
302,840
-6%
建仓
MOO
Vaneck Vectors Agribusiness ETF
+$3.0M
35,464
减持
HD
Home Depot
-$2.9M
31,116
-20%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$2.9M
24,322
-19%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$2.9M
139,399
+45%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.9M
386,220
+18%
建仓
BUCK
SIMPLIFY TREASURY OPTION INCOME ETF
+$2.8M
118,006
减持
SCHG
Schwab U.S. Large-Cap Growth
-$2.7M
598,648
-11%
增持
CTA
Simplify Managed Futures ETF
+$2.6M
142,201
+149%
增持
WY
Weyerhaeuser
+$2.6M
203,044
+106%
增持
VUG
VANGUARD GROWTH ETF
+$2.5M
17,608
+42%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$2.5M
365,865
+34%
增持
SPHQ
Powershares S&P 500 Quality
+$2.4M
62,792
+82%
减持
TSM
Taiwan Semiconductor
+$2.3M
32,358
-0%
减持
MS
Morgan Stanley
-$2.2M
79,791
-19%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP CL A
+$2.2M
356,064
+82%
增持
NOV
NOV INC COM
+$2.1M
288,637
+32%
增持
NKE
Nike
+$2.1M
50,146
+1439%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$2.1M
38,150
+465%
清仓
BAM
Brookfield Asset Management
-$2.1M
0
-100%
减持
ABT
Abbott Labs
-$2.0M
16,456
-45%
增持
MLPX
Global X MLP & Energy Infrastructure ETF
+$2.0M
120,491
+13%
增持
BAX
Baxter International
+$2.0M
258,062
+96%
增持
FCX
Freeport-McMoran
+$1.9M
33,298
+371%
减持
PWR
Quanta Services
+$1.9M
17,294
-12%
增持
QXO
QXO INC COM NEW
+$1.9M
179,563
+53%
减持
NVDA
NVIDIA CORPORATION COM
+$1.9M
200,590
-2%
增持
GRID
First Trust Clean Edge Smart Grid ETF
+$1.9M
57,171
+4%
增持
OSCR
OSCAR HEALTH INC CL A
+$1.8M
714,411
+10%
减持
COP
Conocophillips
+$1.8M
149,418
-13%
增持
—
GRAB HOLDINGS LIMITED CLASS A ORD
+$1.8M
1,134,759
+112%
减持
BAC
Bank of America
-$1.8M
66,330
-32%
建仓
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$1.7M
17,777
建仓
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$1.7M
30,237
清仓
—
AON PLC SHS CL A
-$1.6M
0
-100%
增持
FXU
First Trust Utilities ETF
+$1.6M
87,144
+44%
增持
NEE
NEXTERA ENERGY INC COM
+$1.6M
139,034
+1%
减持
JNJ
Johnson & Johnson
+$1.6M
70,709
-4%
增持
—
Exxon Mobil
+$1.6M
47,948
+3%
增持
CRK
COMSTOCK RES INC COM
+$1.6M
160,675
+254%
减持
DHR
Danaher
-$1.5M
29,724
-8%
减持
SHOP
Shopify
-$1.5M
16,263
-27%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.5M
29,584
增持
NANR
STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
+$1.4M
70,858
+8%
增持
CASY
CASEYS GEN STORES INC COM
+$1.4M
7,034
+3%
增持
CCI
Crown Castle Int.
+$1.4M
32,191
+110%
增持
SCHR
Schwab Intermediate-Term US Treasury
+$1.4M
505,447
+13%
增持
JPIE
JPMorgan Income ETF
+$1.4M
131,213
+30%
减持
GLW
CORNING INC COM
+$1.4M
17,846
-4%
减持
AXP
American Express
-$1.4M
10,800
-19%
减持
HIMS
HIMS & HERS HEALTH INC COM CL A
-$1.3M
135,073
-5%
减持
AVGO
Broadcom
+$1.3M
33,480
-4%
减持
AMZN
Amazon
+$1.3M
153,680
-4%
增持
LLY
ELI LILLY & CO COM
-$1.3M
10,807
+5%
增持
MELI
MercadoLibre
+$1.2M
1,449
+97%
增持
GXO
GXO LOGISTICS INCORPORATED COMMON STOCK
+$1.2M
29,085
+287%
增持
CAT
Caterpillar
+$1.2M
3,185
+47%
建仓
MSI
Motorola Solutions
+$1.2M
2,700
增持
AMGN
Amgen
+$1.2M
29,414
+6%
建仓
TFI
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
+$1.1M
25,223
减持
TXN
Texas Instruments
+$1.1M
34,503
-5%
减持
RSG
Republic Services
-$1.1M
36,336
-12%
减持
WMT
WALMART INC COM
+$1.1M
108,330
-3%
清仓
—
TE CONNECTIVITY PLC ORD SHS
-$1.1M
0
-100%
清仓
TMUS
T-MOBILE US INC COM
-$1.1M
0
-100%
增持
CPS
COOPER-STANDARD HOLDINGS INC COM
-$1.1M
503,971
+1%
增持
WDAY
WORKDAY INC CL A
-$1.1M
15,431
+11%
增持
HON
Honeywell
+$1.1M
17,441
+14%
增持
SCHY
Schwab International Dividend Equity ETF
+$1.0M
167,891
+12%
增持
GEV
GE VERNOVA INC COM
+$1.0M
2,829
+5%
增持
AMAT
Applied Materials
+$1.0M
6,654
+7%
建仓
SCHF
Schwab International
+$1.0M
38,649
减持
NOW
SERVICENOW INC COM
-$990.1K
4,057
-55%
增持
SPGI
S&P GLOBAL INC COM
+$985.4K
3,756
+211%
增持
IVV
iShares Core S&P 500 ETF
+$970.4K
4,109
+47%
增持
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$966.3K
19,296
+57%
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$961.3K
178,828
+13%
减持
CRWD
Crowdstrike
-$958.0K
4,767
-23%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
-$950.2K
684
-83%
减持
WWD
WOODWARD INC COM
-$939.1K
3,449
-55%
建仓
FITB
FIFTH THIRD BANCORP COM
+$937.9K
18,818
减持
MKL
Markel
-$937.0K
1,316
-20%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$929.8K
42,532
-13%
减持
WWJD
INSPIRE INTERNATIONAL ETF
+$902.1K
346,536
-1%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$892.7K
11,408
减持
SGOL
Gold ETF
+$884.6K
251,057
-3%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$880.0K
2,455
+62%
建仓
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$863.5K
11,475
增持
NUKZ
RANGE NUCLEAR RENAISSANCE INDEX ETF
+$842.7K
57,724
+10%
减持
SECT
MAIN SECTOR ROTATION ETF
-$840.7K
24,635
-35%
增持
PEP
Pepsi
+$834.6K
16,304
+38%
增持
PTL
INSPIRE 500 ETF
+$827.9K
7,261
+61%
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$825.7K
0
-100%
减持
TYL
TYLER TECHNOLOGIES INC COM
-$801.8K
672
-70%
减持
—
AERCAP HOLDINGS NV SHS
-$797.6K
12,175
-32%
减持
BIBL
INSPIRE 100 ETF
-$791.5K
20,420
-50%
减持
ITOT
iShares Core S&P Total U.S. Stock Market ETF
-$786.3K
17,472
-25%
增持
STT
STATE STR CORP COM
+$774.9K
10,817
+81%
建仓
EQT
EQT CORP COM
+$774.1K
13,639
建仓
DEO
Diageo
+$773.0K
9,704
清仓
CMA
Comerica Inc
-$757.8K
0
-100%
增持
WMB
Williams Company
+$756.4K
21,346
+70%
增持
GOOG
Alphabet CL C
+$755.5K
28,399
+2%
增持
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
+$754.1K
101,191
+12%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$749.0K
32,311
+12%
增持
SBUX
Starbucks
+$747.3K
9,669
+300%
增持
HRL
HORMEL FOODS CORP COM
+$743.4K
171,720
+45%
减持
CLIP
Global X 1-3 Month T-Bill ETF
-$742.3K
27,433
-21%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$736.8K
33,696
+32%
减持
MTB
M & T BK CORP COM
-$663.3K
15,295
-23%
减持
CME
CME Group
-$655.3K
20,903
-17%
清仓
ACM
AECOM COM
-$650.7K
0
-100%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$649.8K
146,098
+9%
建仓
SCHE
Schwab Emerging Markets
+$646.0K
18,269
增持
SAP
SAP SE SPON ADR
+$625.3K
14,926
+85%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$621.9K
23,131
+24%
建仓
TGT
TARGET CORP COM
+$614.0K
4,997
增持
BBAI
BIGBEAR AI HLDGS INC COM
-$605.1K
679,066
+15%
清仓
CRM
SALESFORCE INC COM
-$600.8K
0
-100%
