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
IVV ISHARES TR $11.29亿12.28%1,507,059 -10,486-0.7% -$785.29万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $4.82亿5.24%643 00.0% — 不变
IEFA ISHARES TR $4.41亿4.80%4,567,544 -7,192-0.2% -$69.46万 减仓
TJX TJX COS INC NEW $4.29亿4.67%2,832,738 -25,203-0.9% -$381.83万 减仓
AAPL APPLE INC $4.08亿4.44%1,409,277 -51,834-3.5% -$1,499.87万 减仓
VEA VANGUARD TAX-MANAGED FDS $3.39亿3.69%4,756,065 -20,001-0.4% -$142.51万 减仓
MSFT MICROSOFT CORP $2.38亿2.59%638,426 -3,853-0.6% -$143.72万 减仓
GOOGL ALPHABET INC $2.35亿2.55%656,486 -25,263-3.7% -$902.82万 减仓
CPNG COUPANG INC $1.98亿2.16%11,409,025 -265,776-2.3% -$461.65万 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
AMZN AMAZON COM INC $1.41亿1.53%591,388 -13,873-2.3% -$330.65万 减仓
NVDA NVIDIA CORPORATION $1.39亿1.52%697,152 2,4430.4% $48.88万 加仓
EPS WISDOMTREE TR $1.38亿1.50%1,778,576 -80,558-4.3% -$626.66万 减仓
IJH ISHARES TR $1.33亿1.45%1,725,716 -45,178-2.6% -$348.37万 减仓
GOOG ALPHABET INC $1.19亿1.29%336,941 -11,626-3.3% -$410.78万 减仓
ESGU ISHARES TR $1.16亿1.26%708,529 11,3321.6% $185.47万 加仓
KRE SPDR SERIES TRUST $1.15亿1.25%1,538,563 250,95619.5% $1,878.41万 加仓
KLAC KLA CORP $1.13亿1.22%372,949 -22,101-5.6% -$666.81万 减仓
AVGO BROADCOM INC $1.11亿1.21%293,841 -11,954-3.9% -$451.56万 减仓
JPM JPMORGAN CHASE & CO $1.01亿1.10%308,296 -5,066-1.6% -$165.83万 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
JNJ JOHNSON & JOHNSON $8,053.51万0.88%317,105 -5,925-1.8% -$150.48万 减仓
— EXXON MOBIL CORP $8,010.17万0.87%585,882 -5,436-0.9% -$74.32万 减仓
HD HOME DEPOT INC $7,840.41万0.85%222,309 -5,623-2.5% -$198.31万 减仓
ABBV ABBVIE INC $7,632.10万0.83%303,294 -7,973-2.6% -$200.63万 减仓
MS MORGAN STANLEY $7,202.83万0.78%344,567 4,7141.4% $98.54万 加仓
CSCO CISCO SYS INC $6,635.24万0.72%564,893 -4,149-0.7% -$48.73万 减仓
ESGD ISHARES TR $6,500.82万0.71%632,314 -11,507-1.8% -$118.30万 减仓
IJR ISHARES TR $6,287.53万0.68%423,945 -1,676-0.4% -$24.86万 减仓
CAT CATERPILLAR INC $6,168.20万0.67%57,923 -3,389-5.5% -$360.89万 减仓
RSP INVESCO EXCHANGE TRADED FD T $6,080.56万0.66%285,781 -28,434-9.0% -$604.99万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $6,017.28万0.65%120,252 -6,130-4.9% -$306.74万 减仓
VOO VANGUARD INDEX FDS $5,292.35万0.58%77,057 -1,400-1.8% -$96.15万 减仓
MRK MERCK & CO INC $5,155.27万0.56%401,189 -5,193-1.3% -$66.73万 减仓
APH AMPHENOL CORP $5,032.18万0.55%285,400 -7,636-2.6% -$134.64万 减仓
PG PROCTER & GAMBLE CO $5,013.32万0.55%341,880 -8,384-2.4% -$122.94万 减仓
CBT CABOT CORP $4,827.44万0.53%531,539 -5,130-1.0% -$46.59万 减仓
ESML ISHARES TR $4,773.91万0.52%853,551 -668-0.1% -$3.74万 减仓
V VISA INC $4,696.76万0.51%136,896 -2,956-2.1% -$101.42万 减仓
IGSB ISHARES TR $4,404.17万0.48%840,330 -5,640-0.7% -$29.56万 减仓
IGIB ISHARES TR $4,144.15万0.45%779,415 37,9265.1% $201.65万 加仓
LRCX LAM RESEARCH CORP $4,027.27万0.44%92,938 -1,204-1.3% -$52.17万 减仓
COST COSTCO WHOLESALE CORPORATION $3,786.33万0.41%40,475 -829-2.0% -$77.55万 减仓
SPY STATE STR SPDR S&P 500 ETF T $3,437.45万0.37%46,031 1,0052.2% $75.05万 加仓
KBWB INVESCO EXCH TRADED FD TR II $3,436.00万0.37%369,542 -112,017-23.3% -$1,041.53万 减仓
RTX RTX CORPORATION $3,381.21万0.37%178,211 -4,557-2.5% -$86.46万 减仓
ABT ABBOTT LABORATORIES $3,214.45万0.35%354,249 -6,281-1.7% -$56.99万 减仓
DELL DELL TECHNOLOGIES INC $3,150.10万0.34%73,010 -1,592-2.1% -$68.69万 减仓
GEV GE VERNOVA INC $3,129.71万0.34%26,639 -404-1.5% -$47.46万 减仓
RGEF TIDAL TRUST III $3,044.46万0.33%870,095 -16,000-1.8% -$55.98万 减仓
TMO THERMO FISHER SCIENTIFIC INC $2,978.61万0.32%59,411 -759-1.3% -$38.05万 减仓
ADI ANALOG DEVICES INC $2,956.95万0.32%74,451 -2,214-2.9% -$87.93万 减仓
MA MASTERCARD INCORPORATED $2,948.19万0.32%57,403 -1,041-1.8% -$53.47万 减仓
AXP AMERICAN EXPRESS CO $2,890.70万0.31%85,460 -10,016-10.5% -$338.79万 减仓
PEP PEPSICO INC $2,733.42万0.30%201,877 -14,119-6.5% -$191.17万 减仓
GS GOLDMAN SACHS GROUP INC $2,709.19万0.29%26,787 -1,830-6.4% -$185.08万 减仓
DVN DEVON ENERGY CORP NEW $2,618.91万0.28%633,812 626,7618,889.0% $2,589.78万 加仓
PANW PALO ALTO NETWORKS INC $2,613.88万0.28%76,649 -1,039-1.3% -$35.43万 减仓
NEE NEXTERA ENERGY INC $2,580.00万0.28%293,950 4,6631.6% $40.93万 加仓
MCD MCDONALDS CORP $2,503.62万0.27%92,620 -3,190-3.3% -$86.23万 减仓
UNP UNION PAC CORP $2,452.44万0.27%90,163 -2,529-2.7% -$68.79万 减仓
VGT VANGUARD WORLD FD $2,430.87万0.26%203,386 -4,102-2.0% -$49.03万 减仓
STT STATE STR CORP $2,406.60万0.26%141,899 -3,780-2.6% -$64.11万 减仓
VTI VANGUARD INDEX FDS $2,397.18万0.26%64,782 380.1% $1.41万 加仓
CHD CHURCH & DWIGHT CO INC $2,287.67万0.25%236,134 -3,152-1.3% -$30.54万 减仓
EFA ISHARES TR $2,231.52万0.24%214,817 -1,914-0.9% -$19.88万 减仓
ORCL ORACLE CORP $2,231.05万0.24%152,238 -5,880-3.7% -$86.17万 减仓
ESGE ISHARES INC $2,230.74万0.24%407,888 -17,150-4.0% -$93.79万 减仓
CVX CHEVRON CORPORATION $2,182.57万0.24%131,671 -2,947-2.2% -$48.85万 减仓
META META PLATFORMS INC $2,177.33万0.24%38,654 -330-0.8% -$18.59万 减仓
VWO VANGUARD INTL EQUITY INDEX F $2,150.52万0.23%360,282 -10,275-2.8% -$61.33万 减仓
EMR EMERSON ELEC CO $2,092.80万0.23%146,197 -1,985-1.3% -$28.42万 减仓
ADP AUTOMATIC DATA PROCESSING IN $2,021.42万0.22%90,262 -3,046-3.3% -$68.22万 减仓
IBM INTERNATIONAL BUSINESS MACHS $2,012.89万0.22%71,580 2,3313.4% $65.55万 加仓
IWN ISHARES TR $1,934.86万0.21%87,471 -838-0.9% -$18.54万 减仓
UNH UNITEDHEALTH GROUP INC $1,928.78万0.21%46,406 -1,818-3.8% -$75.56万 减仓
ITW ILLINOIS TOOL WKS INC $1,907.30万0.21%70,518 -1,889-2.6% -$51.09万 减仓
DSI ISHARES TR $1,839.10万0.20%129,159 -7,566-5.5% -$107.73万 减仓
ANET ARISTA NETWORKS INC $1,805.31万0.20%106,270 4440.4% $7.54万 加仓
AMGN AMGEN INC $1,797.76万0.20%49,645 -903-1.8% -$32.70万 减仓
KO COCA COLA CO $1,762.03万0.19%216,812 -5,155-2.3% -$41.89万 减仓
WMT WALMART INC $1,757.56万0.19%155,179 -4,764-3.0% -$53.96万 减仓
LLY ELI LILLY & CO $1,674.89万0.18%13,964 -424-2.9% -$50.86万 减仓
MU MICRON TECHNOLOGY INC $1,634.54万0.18%14,161 6124.5% $70.64万 加仓
GLD SPDR GOLD TR $1,621.11万0.18%44,006 -677-1.5% -$24.94万 减仓
FAST FASTENAL CO $1,604.05万0.17%333,967 -16,403-4.7% -$78.78万 减仓
MTD METTLER TOLEDO INTERNATIONAL $1,591.39万0.17%12,457 -78-0.6% -$9.96万 减仓
VTEB VANGUARD MUN BD FDS $1,573.17万0.17%311,026 16,1685.5% $81.78万 加仓
ECL ECOLAB INC $1,496.17万0.16%53,701 1710.3% $4.76万 加仓
LIN LINDE PLC $1,423.10万0.15%27,423 -1,181-4.1% -$61.29万 减仓
IEMG ISHARES INC $1,417.88万0.15%171,159 -1,784-1.0% -$14.78万 减仓
PH PARKER-HANNIFIN CORP $1,390.05万0.15%14,211 -201-1.4% -$19.66万 减仓
ETN EATON CORP PLC $1,338.98万0.15%31,423 1,8646.3% $79.43万 加仓
IWB ISHARES TR $1,330.56万0.14%32,492 -366-1.1% -$14.99万 减仓
TXN TEXAS INSTRS INC $1,320.12万0.14%44,289 170.0% $5,067 加仓
MUB ISHARES TR $1,302.97万0.14%121,071 17,36116.7% $186.84万 加仓
VYM VANGUARD WHITEHALL FDS $1,285.04万0.14%81,316 7691.0% $12.15万 加仓
LOW LOWES COS INC $1,284.94万0.14%58,277 -1,251-2.1% -$27.58万 减仓
SYK STRYKER CORPORATION $1,258.41万0.14%39,970 -459-1.1% -$14.45万 减仓
NOW SERVICENOW INC $1,238.44万0.13%124,743 82,560195.7% $819.65万 加仓