13F 机构持仓

Fiduciary Trust Co

Boston MA · SEC CIK 0000035442

2026Q22026Q1 更早 9 个季度 🔒
$91.94亿2026Q2 申报市值
892持仓数
44.1%前十大占比 · 第一大 12.3%
50 / 38新建仓 / 清仓
申报市值走势$91.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.3%
BRK/A 5.2%
IEFA 4.8%
TJX 4.7%
AAPL 4.4%
VEA 3.7%
MSFT 2.6%
GOOGL 2.6%
CPNG 2.2%
EIPX 1.7%

2026Q2 买入最多 按季末市值估算

DVN 加仓+$2,589.78万
KRE 加仓+$1,878.41万
WCMI 加仓+$1,583.70万
NOW 加仓+$819.65万
HONA 新建仓+$659.35万

2026Q2 卖出最多 按季末市值估算

COTERRA ENERGY I 清仓-$3,193.75万
AAPL 减仓-$1,499.87万
KBWB 减仓-$1,041.53万
GOOGL 减仓-$902.82万
IVV 减仓-$785.29万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
CAT CATERPILLAR INC $6,168.20万0.67%57,923 -3,389-5.5% -$360.89万 减仓
IJR ISHARES TR $6,287.53万0.68%423,945 -1,676-0.4% -$24.86万 减仓
ESGD ISHARES TR $6,500.82万0.71%632,314 -11,507-1.8% -$118.30万 减仓
CSCO CISCO SYS INC $6,635.24万0.72%564,893 -4,149-0.7% -$48.73万 减仓
MS MORGAN STANLEY $7,202.83万0.78%344,567 4,7141.4% $98.54万 加仓
ABBV ABBVIE INC $7,632.10万0.83%303,294 -7,973-2.6% -$200.63万 减仓
HD HOME DEPOT INC $7,840.41万0.85%222,309 -5,623-2.5% -$198.31万 减仓
— EXXON MOBIL CORP $8,010.17万0.87%585,882 -5,436-0.9% -$74.32万 减仓
JNJ JOHNSON & JOHNSON $8,053.51万0.88%317,105 -5,925-1.8% -$150.48万 减仓
WCMI FIRST TR EXCHANGE-TRADED FD $8,808.03万0.96%4,500,781 809,24921.9% $1,583.70万 加仓
JPM JPMORGAN CHASE & CO $1.01亿1.10%308,296 -5,066-1.6% -$165.83万 减仓
AVGO BROADCOM INC $1.11亿1.21%293,841 -11,954-3.9% -$451.56万 减仓
KLAC KLA CORP $1.13亿1.22%372,949 -22,101-5.6% -$666.81万 减仓
KRE SPDR SERIES TRUST $1.15亿1.25%1,538,563 250,95619.5% $1,878.41万 加仓
ESGU ISHARES TR $1.16亿1.26%708,529 11,3321.6% $185.47万 加仓
GOOG ALPHABET INC $1.19亿1.29%336,941 -11,626-3.3% -$410.78万 减仓
IJH ISHARES TR $1.33亿1.45%1,725,716 -45,178-2.6% -$348.37万 减仓
EPS WISDOMTREE TR $1.38亿1.50%1,778,576 -80,558-4.3% -$626.66万 减仓
NVDA NVIDIA CORPORATION $1.39亿1.52%697,152 2,4430.4% $48.88万 加仓
AMZN AMAZON COM INC $1.41亿1.53%591,388 -13,873-2.3% -$330.65万 减仓
EIPX FIRST TR EXCHANGE-TRADED FD $1.54亿1.67%4,912,761 -131,844-2.6% -$412.67万 减仓
CPNG COUPANG INC $1.98亿2.16%11,409,025 -265,776-2.3% -$461.65万 减仓
GOOGL ALPHABET INC $2.35亿2.55%656,486 -25,263-3.7% -$902.82万 减仓
MSFT MICROSOFT CORP $2.38亿2.59%638,426 -3,853-0.6% -$143.72万 减仓
VEA VANGUARD TAX-MANAGED FDS $3.39亿3.69%4,756,065 -20,001-0.4% -$142.51万 减仓
AAPL APPLE INC $4.08亿4.44%1,409,277 -51,834-3.5% -$1,499.87万 减仓
TJX TJX COS INC NEW $4.29亿4.67%2,832,738 -25,203-0.9% -$381.83万 减仓
IEFA ISHARES TR $4.41亿4.80%4,567,544 -7,192-0.2% -$69.46万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $4.82亿5.24%643 00.0% — 不变
IVV ISHARES TR $11.29亿12.28%1,507,059 -10,486-0.7% -$785.29万 减仓