Fiduciary Group, LLC
SAVANNAH GA · SEC CIK 0001645890
$12.75亿2026Q2 申报市值
305持仓数
32.3%前十大占比 · 第一大 5.6%
10 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$325.03万
AGG 加仓+$274.00万
VOO 加仓+$140.38万
AAPL 加仓+$125.73万
VT 加仓+$59.41万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$330.45万
AKRE 减仓-$175.98万
SHY 减仓-$134.85万
GOOG 减仓-$102.29万
DIS 减仓-$67.91万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $59.03万 | 0.05% | 2,708 | -167 | -5.8% | -$3.64万 | 减仓 |
| MMM | 3M CO | $59.16万 | 0.05% | 3,654 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $59.53万 | 0.05% | 18,619 | 1,481 | 8.6% | $4.73万 | 加仓 |
| PLD | PROLOGIS INC. | $60.24万 | 0.05% | 4,447 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $60.97万 | 0.05% | 4,216 | -6 | -0.1% | -$868 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $61.02万 | 0.05% | 5,676 | -487 | -7.9% | -$5.24万 | 减仓 |
| IWM | ISHARES TR | $62.04万 | 0.05% | 2,065 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $62.32万 | 0.05% | 12,013 | 2,250 | 23.0% | $11.67万 | 加仓 |
| GPC | GENUINE PARTS CO | $62.91万 | 0.05% | 5,332 | -88 | -1.6% | -$1.04万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $63.29万 | 0.05% | 10,943 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $63.63万 | 0.05% | 6,606 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $65.08万 | 0.05% | 8,872 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $65.11万 | 0.05% | 3,176 | -1,082 | -25.4% | -$22.18万 | 减仓 |
| DVY | ISHARES TR | $65.47万 | 0.05% | 4,189 | -10 | -0.2% | -$1,563 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $66.19万 | 0.05% | 21,917 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $66.24万 | 0.05% | 2,265 | 812 | 55.9% | $23.75万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $67.93万 | 0.05% | 62,489 | -3,000 | -4.6% | -$3.26万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $68.76万 | 0.05% | 5,812 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $68.77万 | 0.05% | 12,175 | -3,503 | -22.3% | -$19.79万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $69.11万 | 0.05% | 1,357 | -22 | -1.6% | -$1.12万 | 减仓 |
| AMLP | ALPS ETF TR | $69.74万 | 0.05% | 13,450 | 2,700 | 25.1% | $14.00万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $69.85万 | 0.05% | 11,432 | 1,460 | 14.6% | $8.92万 | 加仓 |
| CRM | SALESFORCE INC | $70.28万 | 0.06% | 4,486 | -318 | -6.6% | -$4.98万 | 减仓 |
| EIX | EDISON INTL | $72.76万 | 0.06% | 9,774 | 1,739 | 21.6% | $12.95万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $73.46万 | 0.06% | 18,305 | 5 | 0.0% | $201 | 加仓 |
| CLX | CLOROX CO DEL | $75.11万 | 0.06% | 7,870 | -1,046 | -11.7% | -$9.98万 | 减仓 |
| IYW | ISHARES TR | $76.78万 | 0.06% | 3,044 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $77.22万 | 0.06% | 36,086 | 7,930 | 28.2% | $16.97万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $77.37万 | 0.06% | 765 | -18 | -2.3% | -$1.82万 | 减仓 |
| CI | THE CIGNA GROUP | $77.49万 | 0.06% | 2,811 | 6 | 0.2% | $1,654 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $78.00万 | 0.06% | 47,621 | 4,942 | 11.6% | $8.09万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $79.35万 | 0.06% | 42,823 | -1,144 | -2.6% | -$2.12万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $79.64万 | 0.06% | 9,074 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $80.77万 | 0.06% | 8,800 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $81.89万 | 0.06% | 2,420 | -321 | -11.7% | -$10.86万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $84.24万 | 0.07% | 47,514 | -2,459 | -4.9% | -$4.36万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $85.51万 | 0.07% | 9,327 | -344 | -3.6% | -$3.15万 | 减仓 |
| USMV | ISHARES TR | $87.40万 | 0.07% | 9,061 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $88.42万 | 0.07% | 7,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $93.22万 | 0.07% | 1,898 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $94.67万 | 0.07% | 55,854 | 3,734 | 7.2% | $6.33万 | 加仓 |
| BA | BOEING CO | $95.25万 | 0.07% | 4,400 | -158 | -3.5% | -$3.42万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $96.47万 | 0.08% | 1,510 | 3 | 0.2% | $1,917 | 加仓 |
| MO | ALTRIA GROUP INC | $97.48万 | 0.08% | 13,548 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $98.31万 | 0.08% | 7,767 | -179 | -2.3% | -$2.27万 | 减仓 |
| PFFA | ETFIS SER TR I | $99.77万 | 0.08% | 48,502 | 6,170 | 14.6% | $12.69万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $100.50万 | 0.08% | 11,667 | 3 | 0.0% | $258 | 加仓 |
| NKE | NIKE INC | $101.59万 | 0.08% | 24,748 | -3,975 | -13.8% | -$16.32万 | 减仓 |
| FDX | FEDEX CORP | $104.18万 | 0.08% | 3,327 | -150 | -4.3% | -$4.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $104.37万 | 0.08% | 14,218 | -710 | -4.8% | -$5.21万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $106.41万 | 0.08% | 18,468 | -934 | -4.8% | -$5.38万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $108.22万 | 0.08% | 3,572 | 315 | 9.7% | $9.54万 | 加仓 |
| TMUS | T-MOBILE US INC | $112.07万 | 0.09% | 6,682 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $115.85万 | 0.09% | 3,167 | -49 | -1.5% | -$1.79万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $116.92万 | 0.09% | 2,295 | -168 | -6.8% | -$8.56万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $119.13万 | 0.09% | 7,872 | -407 | -4.9% | -$6.16万 | 减仓 |
| FAST | FASTENAL CO | $119.16万 | 0.09% | 24,810 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $119.83万 | 0.09% | 527 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $122.82万 | 0.10% | 8,580 | 21 | 0.2% | $3,006 | 加仓 |
| PSX | PHILLIPS 66 | $122.85万 | 0.10% | 7,267 | -167 | -2.2% | -$2.82万 | 减仓 |
| SYK | STRYKER CORPORATION | $125.05万 | 0.10% | 3,972 | -69 | -1.7% | -$2.17万 | 减仓 |
| VDE | VANGUARD WORLD FD | $128.21万 | 0.10% | 8,540 | -105 | -1.2% | -$1.58万 | 减仓 |
| GLW | CORNING INC | $129.53万 | 0.10% | 5,071 | -77 | -1.5% | -$1.97万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $130.38万 | 0.10% | 29,611 | -254 | -0.9% | -$1.12万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $132.15万 | 0.10% | 35,949 | 218 | 0.6% | $8,014 | 加仓 |
| USB | US BANCORP | $132.55万 | 0.10% | 21,946 | -804 | -3.5% | -$4.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $132.96万 | 0.10% | 1,781 | -21 | -1.2% | -$1.57万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $133.95万 | 0.11% | 5,661 | -22 | -0.4% | -$5,206 | 减仓 |
| MCK | MCKESSON CORP | $139.94万 | 0.11% | 1,852 | -13 | -0.7% | -$9,823 | 减仓 |
| ABT | ABBOTT LABORATORIES | $141.07万 | 0.11% | 15,547 | -342 | -2.2% | -$3.10万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $141.69万 | 0.11% | 59,758 | -1,795 | -2.9% | -$4.26万 | 减仓 |
| CB | CHUBB LIMITED | $142.57万 | 0.11% | 4,184 | -143 | -3.3% | -$4.87万 | 减仓 |
| INTC | INTEL CORP | $145.59万 | 0.11% | 10,427 | -32 | -0.3% | -$4,468 | 减仓 |
| ET | ENERGY TRANSFER L P | $146.97万 | 0.12% | 76,869 | -2,393 | -3.0% | -$4.58万 | 减仓 |
| NTRS | NORTHERN TR CORP | $149.17万 | 0.12% | 8,581 | -31 | -0.4% | -$5,389 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.12% | 2 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $151.79万 | 0.12% | 2,613 | -52 | -2.0% | -$3.02万 | 减仓 |
| DGRO | ISHARES TR | $152.53万 | 0.12% | 20,126 | -1,653 | -7.6% | -$12.53万 | 减仓 |
| HEI/A | HEICO CORP NEW | $156.73万 | 0.12% | 6,077 | -73 | -1.2% | -$1.88万 | 减仓 |
| GWW | WW GRAINGER INC | $159.05万 | 0.12% | 1,169 | 21 | 1.8% | $2.86万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $159.78万 | 0.13% | 10,180 | 3,785 | 59.2% | $59.41万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $160.19万 | 0.13% | 4,268 | 189 | 4.6% | $7.09万 | 加仓 |
| QCOM | QUALCOMM INC | $172.58万 | 0.14% | 9,339 | 13 | 0.1% | $2,402 | 加仓 |
| LOW | LOWES COS INC | $172.67万 | 0.14% | 7,831 | -805 | -9.3% | -$17.75万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $174.25万 | 0.14% | 11,926 | -371 | -3.0% | -$5.42万 | 减仓 |
| WFC | WELLS FARGO & CO | $178.06万 | 0.14% | 21,547 | -86 | -0.4% | -$7,107 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $180.42万 | 0.14% | 6,154 | -227 | -3.6% | -$6.66万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $181.16万 | 0.14% | 10,014 | -8 | -0.1% | -$1,447 | 减仓 |
| GEV | GE VERNOVA INC | $186.33万 | 0.15% | 1,586 | 2 | 0.1% | $2,350 | 加仓 |
| WM | WASTE MGMT INC DEL | $186.43万 | 0.15% | 8,364 | 512 | 6.5% | $11.41万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $190.67万 | 0.15% | 8,514 | -782 | -8.4% | -$17.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $192.36万 | 0.15% | 2,612 | 6 | 0.2% | $4,419 | 加仓 |
| AFL | AFLAC INC | $192.68万 | 0.15% | 16,433 | -2,003 | -10.9% | -$23.49万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $194.76万 | 0.15% | 24,998 | -639 | -2.5% | -$4.98万 | 减仓 |
| NFLX | NETFLIX INC. | $195.33万 | 0.15% | 27,357 | 1,988 | 7.8% | $14.19万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $196.85万 | 0.15% | 67,973 | -729 | -1.1% | -$2.11万 | 减仓 |
| AYI | ACUITY INC | $203.66万 | 0.16% | 5,407 | 1 | 0.0% | $377 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $205.13万 | 0.16% | 6,929 | 78 | 1.1% | $2.31万 | 加仓 |
| CSX | CSX CORP | $213.03万 | 0.17% | 44,820 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $213.20万 | 0.17% | 5,368 | -150 | -2.7% | -$5.96万 | 减仓 |