13F 机构持仓

Fiduciary Trust Co

Boston MA · SEC CIK 0000035442

2026Q22026Q1 更早 9 个季度 🔒
$84.57亿2026Q1 申报市值
865持仓数
45.1%前十大占比 · 第一大 11.7%
53 / 37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 11.7%
BRK/A 5.5%
TJX 5.4%
IEFA 4.9%
AAPL 4.4%
VEA 3.6%
MSFT 2.8%
CPNG 2.6%
GOOGL 2.3%
EIPX 1.9%

2026Q1 买入最多 按季末市值估算

KRE 加仓+$2,205.66万
WCMI 加仓+$1,573.02万
AMCR 新建仓+$553.40万
IEMG 加仓+$482.08万
IEFA 加仓+$369.91万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$2,713.04万
CPNG 减仓-$1,346.41万
AAPL 减仓-$1,261.77万
KBWB 减仓-$1,210.64万
GOOGL 减仓-$1,141.33万

2026Q1 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 $9.91亿11.72%1,517,545 -41,534-2.7% -$2,713.04万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $4.62亿5.46%643 -1-0.2% -$71.81万 减仓
TJX TJX COS INC NEW $4.56亿5.40%2,857,941 -69,497-2.4% -$1,109.87万 减仓
IEFA ISHARES TR $4.14亿4.90%4,574,736 40,8610.9% $369.91万 加仓
AAPL APPLE INC $3.71亿4.38%1,461,111 -49,717-3.3% -$1,261.77万 减仓
VEA VANGUARD TAX-MANAGED FDS $3.06亿3.62%4,776,066 -45,720-0.9% -$292.97万 减仓
MSFT MICROSOFT CORP $2.38亿2.81%642,279 -19,136-2.9% -$708.36万 减仓
CPNG COUPANG INC $2.20亿2.61%11,674,801 -713,141-5.8% -$1,346.41万 减仓
GOOGL ALPHABET INC $1.96亿2.32%681,749 -39,690-5.5% -$1,141.33万 减仓
EIPX FIRST TR EXCHANGE-TRADED FD $1.62亿1.92%5,044,605 -151,373-2.9% -$486.82万 减仓
EPS WISDOMTREE TR $1.27亿1.50%1,859,134 -37,285-2.0% -$253.95万 减仓
AMZN AMAZON COM INC $1.26亿1.49%605,261 -7,425-1.2% -$154.64万 减仓
NVDA NVIDIA CORPORATION $1.21亿1.43%694,709 -25,264-3.5% -$440.60万 减仓
IJH ISHARES TR $1.20亿1.41%1,770,894 -33,805-1.9% -$228.29万 减仓
— EXXON MOBIL CORP $1.00亿1.19%591,318 -23,217-3.8% -$393.90万 减仓
GOOG ALPHABET INC $9,999.01万1.18%348,567 -12,233-3.4% -$350.92万 减仓
ESGU ISHARES TR $9,859.76万1.17%697,197 18,7172.8% $264.70万 加仓
AVGO BROADCOM INC $9,464.67万1.12%305,795 -10,678-3.4% -$330.49万 减仓
JPM JPMORGAN CHASE & CO $9,217.85万1.09%313,362 -8,929-2.8% -$262.66万 减仓
KRE SPDR SERIES TRUST $8,388.76万0.99%1,287,607 338,55135.7% $2,205.66万 加仓
JNJ JOHNSON & JOHNSON $7,896.15万0.93%323,030 -11,028-3.3% -$269.57万 减仓
HD HOME DEPOT INC $7,496.47万0.89%227,932 -2,098-0.9% -$69.00万 减仓
ABBV ABBVIE INC $6,769.74万0.80%311,267 -15,340-4.7% -$333.63万 减仓
WCMI FIRST TR EXCHANGE-TRADED FD $6,190.70万0.73%3,691,532 937,99634.1% $1,573.02万 加仓
ESGD ISHARES TR $6,156.22万0.73%643,821 26,9674.4% $257.86万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $6,056.25万0.72%126,382 2,8602.3% $137.05万 加仓
RSP INVESCO EXCHANGE TRADED FD T $6,030.41万0.71%314,215 2,8130.9% $53.99万 加仓
KLAC KLA CORP $5,816.71万0.69%39,505 -1,667-4.0% -$245.45万 减仓
MS MORGAN STANLEY $5,592.96万0.66%339,853 -1,544-0.5% -$25.41万 减仓
IJR ISHARES TR $5,290.89万0.63%425,621 -14,571-3.3% -$181.13万 减仓
PG PROCTER & GAMBLE CO $5,059.21万0.60%350,264 -12,455-3.4% -$179.90万 减仓
MRK MERCK & CO INC $4,888.37万0.58%406,382 -17,514-4.1% -$210.68万 减仓
VOO VANGUARD INDEX FDS $4,688.20万0.55%78,457 -1,347-1.7% -$80.49万 减仓
IGSB ISHARES TR $4,446.42万0.53%845,970 -8,515-1.0% -$44.75万 减仓
CSCO CISCO SYS INC $4,415.20万0.52%569,042 -12,409-2.1% -$96.28万 减仓
CAT CATERPILLAR INC $4,343.73万0.51%61,312 -559-0.9% -$39.60万 减仓
V VISA INC $4,226.89万0.50%139,852 -4,790-3.3% -$144.77万 减仓
COST COSTCO WHOLESALE CORPORATION $4,115.61万0.49%41,304 -809-1.9% -$80.61万 减仓
CBT CABOT CORP $4,041.65万0.48%536,669 00.0% — 不变
ESML ISHARES TR $4,016.54万0.47%854,219 -7,194-0.8% -$33.83万 减仓
IGIB ISHARES TR $3,946.20万0.47%741,489 16,1132.2% $85.75万 加仓
KBWB INVESCO EXCH TRADED FD TR II $3,810.09万0.45%481,559 -153,013-24.1% -$1,210.64万 减仓
APH AMPHENOL CORP $3,702.50万0.44%293,036 -17,672-5.7% -$223.29万 减仓
ABT ABBOTT LABORATORIES $3,701.56万0.44%360,530 -14,675-3.9% -$150.67万 减仓
RTX RTX CORPORATION $3,525.59万0.42%182,768 -4,124-2.2% -$79.55万 减仓
PEP PEPSICO INC $3,354.20万0.40%215,996 -6,795-3.0% -$105.52万 减仓
— COTERRA ENERGY INC $3,193.75万0.38%908,864 2600.0% $9,136 加仓
MCD MCDONALDS CORP $2,977.69万0.35%95,810 -1,705-1.7% -$52.99万 减仓
TMO THERMO FISHER SCIENTIFIC INC $2,957.52万0.35%60,170 -3,715-5.8% -$182.60万 减仓
SPY STATE STR SPDR S&P 500 ETF T $2,928.24万0.35%45,026 -136-0.3% -$8.84万 减仓
MA MASTERCARD INCORPORATED $2,920.23万0.35%58,444 -368-0.6% -$18.39万 减仓
AXP AMERICAN EXPRESS CO $2,887.95万0.34%95,476 6,1016.8% $184.54万 加仓
CVX CHEVRON CORPORATION $2,785.25万0.33%134,618 -3,058-2.2% -$63.27万 减仓
NEE NEXTERA ENERGY INC $2,686.90万0.32%289,287 -8,958-3.0% -$83.20万 减仓
RGEF TIDAL TRUST III $2,662.94万0.31%886,095 -12,300-1.4% -$36.96万 减仓
ADI ANALOG DEVICES INC $2,439.00万0.29%76,665 2,3243.1% $73.94万 加仓
GS GOLDMAN SACHS GROUP INC $2,420.98万0.29%28,617 -705-2.4% -$59.64万 减仓
GEV GE VERNOVA INC $2,360.62万0.28%27,043 -36-0.1% -$3.14万 减仓
ORCL ORACLE CORP $2,326.08万0.28%158,118 -1,858-1.2% -$27.33万 减仓
UNP UNION PAC CORP $2,248.90万0.27%92,692 -4,974-5.1% -$120.68万 减仓
CHD CHURCH & DWIGHT CO INC $2,233.02万0.26%239,286 -7,100-2.9% -$66.26万 减仓
META META PLATFORMS INC $2,230.40万0.26%38,984 6721.8% $38.45万 加仓
EFA ISHARES TR $2,105.11万0.25%216,731 6350.3% $6.17万 加仓
VTI VANGUARD INDEX FDS $2,077.07万0.25%64,744 3,0274.9% $97.11万 加仓
LRCX LAM RESEARCH CORP $2,011.44万0.24%94,142 -1,670-1.7% -$35.68万 减仓
VWO VANGUARD INTL EQUITY INDEX F $2,002.86万0.24%370,557 12,5783.5% $67.98万 加仓
WMT WALMART INC $1,987.77万0.24%159,943 1,6651.1% $20.69万 加仓
EMR EMERSON ELEC CO $1,941.49万0.23%148,182 -2,785-1.8% -$36.49万 减仓
ESGE ISHARES INC $1,932.65万0.23%425,038 14,8043.6% $67.31万 加仓
GLD SPDR GOLD TR $1,922.68万0.23%44,683 -1,213-2.6% -$52.19万 减仓
ADP AUTOMATIC DATA PROCESSING IN $1,895.83万0.22%93,308 -6,123-6.2% -$124.41万 减仓
ITW ILLINOIS TOOL WKS INC $1,884.69万0.22%72,407 -2,960-3.9% -$77.05万 减仓
STT STATE STR CORP $1,843.71万0.22%145,679 -3,342-2.2% -$42.30万 减仓
VGT VANGUARD WORLD FD $1,809.61万0.21%25,936 -3,400-11.6% -$237.22万 减仓
AMGN AMGEN INC $1,778.54万0.21%50,548 -472-0.9% -$16.61万 减仓
KO COCA COLA CO $1,688.06万0.20%221,967 -1,838-0.8% -$13.98万 减仓
IBM INTERNATIONAL BUSINESS MACHS $1,678.52万0.20%69,249 -251-0.4% -$6.08万 减仓
IWN ISHARES TR $1,674.25万0.20%88,309 -868-1.0% -$16.46万 减仓
DSI ISHARES TR $1,656.97万0.20%136,725 -146-0.1% -$1.77万 减仓
FAST FASTENAL CO $1,625.72万0.19%350,370 8,9562.6% $41.56万 加仓
JMST J P MORGAN EXCHANGE TRADED F $1,611.55万0.19%316,114 -13,183-4.0% -$67.21万 减仓
MTD METTLER TOLEDO INTERNATIONAL $1,580.91万0.19%12,535 -499-3.8% -$62.93万 减仓
VTEB VANGUARD MUN BD FDS $1,471.05万0.17%294,858 -7,260-2.4% -$36.22万 减仓
ECL ECOLAB INC $1,424.01万0.17%53,530 -324-0.6% -$8.62万 减仓
LIN LINDE PLC $1,418.08万0.17%28,604 -2,093-6.8% -$103.76万 减仓
LOW LOWES COS INC $1,406.53万0.17%59,528 -4,412-6.9% -$104.25万 减仓
SYK STRYKER CORPORATION $1,328.47万0.16%40,429 -393-1.0% -$12.91万 减仓
LLY ELI LILLY & CO $1,323.33万0.16%14,388 3232.3% $29.71万 加仓
UNH UNITEDHEALTH GROUP INC $1,304.89万0.15%48,224 -8,141-14.4% -$220.29万 减仓
— HONEYWELL INTL INC $1,299.81万0.15%57,506 -1,219-2.1% -$27.55万 减仓
ANET ARISTA NETWORKS INC $1,299.33万0.15%105,826 -1,044-1.0% -$12.82万 减仓
PH PARKER-HANNIFIN CORP $1,290.19万0.15%14,412 -1,220-7.8% -$109.22万 减仓
PANW PALO ALTO NETWORKS INC $1,245.49万0.15%77,688 -15,071-16.2% -$241.62万 减仓
DELL DELL TECHNOLOGIES INC $1,224.45万0.14%74,602 1,3561.9% $22.26万 加仓
IEMG ISHARES INC $1,206.28万0.14%172,943 69,11666.6% $482.08万 加仓
SPGI S&P GLOBAL INC $1,203.22万0.14%28,288 -3,192-10.1% -$135.77万 减仓
VYM VANGUARD WHITEHALL FDS $1,192.90万0.14%80,547 7641.0% $11.31万 加仓
IWB ISHARES TR $1,171.58万0.14%32,858 00.0% — 不变
VLO VALERO ENERGY CORP $1,156.21万0.14%46,795 -153-0.3% -$3.78万 减仓
VGK VANGUARD INTL EQUITY INDEX F $1,137.04万0.13%137,940 -5,764-4.0% -$47.51万 减仓