13F 机构持仓

Fiduciary Group, LLC

SAVANNAH GA · SEC CIK 0001645890

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.75亿2026Q2
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

VOO 5.6%
AAPL 5.1%
GOOG 4.4%
AGG 3.7%
MSFT 2.6%
VEA 2.3%
JPM 2.2%
PANW 2.2%
BRK/B 2.1%
SHY 2.1%

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
MCD MCDONALDS CORP $216.55万0.17%8,011 -117-1.4% -$3.16万 减仓
QYLD GLOBAL X FDS $219.28万0.17%118,979 00.0% — 不变
TJX TJX COS INC NEW $226.58万0.18%14,956 -171-1.1% -$2.59万 减仓
HDV ISHARES TR $226.58万0.18%82,665 -5,225-5.9% -$14.32万 减仓
GD GENERAL DYNAMICS CORP $232.63万0.18%6,567 -231-3.4% -$8.18万 减仓
PFE PFIZER INC $234.12万0.18%97,226 -6,348-6.1% -$15.29万 减仓
GE GE AEROSPACE $236.98万0.19%6,341 30.0% $1,121 加仓
IBM INTERNATIONAL BUSINESS MACHS $240.63万0.19%8,557 30.0% $844 加仓
CAT CATERPILLAR INC $241.15万0.19%2,265 10.0% $1,065 加仓
DE DEERE & CO $246.34万0.19%3,883 -9-0.2% -$5,710 减仓
BLK BLACKROCK INC $260.58万0.20%2,710 -83-3.0% -$7.98万 减仓
T AT&T INC $263.36万0.21%127,227 -1,492-1.2% -$3.09万 减仓
NOW SERVICENOW INC $263.85万0.21%26,576 2,54610.6% $25.28万 加仓
CVX CHEVRON CORPORATION $266.03万0.21%16,049 -76-0.5% -$1.26万 减仓
NSC NORFOLK SOUTHN CORP $267.68万0.21%8,509 -3-0.0% -$944 减仓
XLP SELECT SECTOR SPDR TR $269.73万0.21%32,470 1670.5% $1.39万 加仓
RSP INVESCO EXCHANGE TRADED FD T $274.82万0.22%12,916 -323-2.4% -$6.87万 减仓
IEMG ISHARES INC $277.71万0.22%33,524 -696-2.0% -$5.77万 减仓
XLB SELECT SECTOR SPDR TR $288.56万0.23%56,769 2,1303.9% $10.83万 加仓
ISTB ISHARES TR $294.32万0.23%60,998 -5,002-7.6% -$24.13万 减仓
XLF SELECT SECTOR SPDR TR $301.58万0.24%56,254 2,7665.2% $14.83万 加仓
ITW ILLINOIS TOOL WKS INC $304.71万0.24%11,266 -68-0.6% -$1.84万 减仓
CSCO CISCO SYS INC $311.59万0.24%26,527 -86-0.3% -$1.01万 减仓
MRK MERCK & CO INC $313.92万0.25%24,429 3851.6% $4.95万 加仓
AVGO BROADCOM INC $320.14万0.25%8,475 3484.3% $13.15万 加仓
HONA HONEYWELL AEROSPACE INC $325.03万0.25%14,702 14,702— $325.03万 新建仓
EQIX EQUINIX INC $328.35万0.26%3,150 -125-3.8% -$13.03万 减仓
HON HONEYWELL INTL INC $329.18万0.26%14,702 -14,759-50.1% -$330.45万 减仓
VCSH VANGUARD SCOTTSDALE FDS $336.23万0.26%42,544 -3,827-8.3% -$30.24万 减仓
CMI CUMMINS INC $338.63万0.27%4,748 -158-3.2% -$11.27万 减仓
ETN EATON CORP PLC $351.55万0.28%8,250 -5-0.1% -$2,131 减仓
XLC SELECT SECTOR SPDR TR $356.20万0.28%33,249 8812.7% $9.44万 加仓
MKL MARKEL GROUP INC $356.42万0.28%1,825 -14-0.8% -$2.73万 减仓
SCHW SCHWAB CHARLES CORP $358.66万0.28%38,870 -1,232-3.1% -$11.37万 减仓
XLU SELECT SECTOR SPDR TR $376.14万0.30%82,959 -828-1.0% -$3.75万 减仓
SPMD SPDR SERIES TRUST $385.27万0.30%57,026 3,5036.5% $23.67万 加仓
MU MICRON TECHNOLOGY INC $397.54万0.31%3,444 -24-0.7% -$2.77万 减仓
DHR DANAHER CORP DEL $412.44万0.32%21,653 -365-1.7% -$6.95万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $416.88万0.33%4,320 -48-1.1% -$4.63万 减仓
TXN TEXAS INSTRS INC $429.59万0.34%14,412 -772-5.1% -$23.01万 减仓
VTI VANGUARD INDEX FDS $445.39万0.35%12,036 860.7% $3.18万 加仓
AMT AMERICAN TOWER CORP $454.21万0.36%27,769 -1,313-4.5% -$21.48万 减仓
— ELECTRONIC ARTS INC $482.63万0.38%23,538 -1,000-4.1% -$20.50万 减仓
OSEA HARBOR ETF TRUST $484.09万0.38%158,509 6,3084.1% $19.26万 加仓
XLY SELECT SECTOR SPDR TR $493.48万0.39%42,077 1,4043.5% $16.47万 加仓
VXUS VANGUARD STAR FDS $499.97万0.39%58,483 -2,118-3.5% -$18.11万 减仓
AZN ASTRAZENECA PLC $503.42万0.39%26,549 -16-0.1% -$3,034 减仓
SPG SIMON PPTY GROUP INC NEW $513.88万0.40%22,977 -138-0.6% -$3.09万 减仓
SBUX STARBUCKS CORP $514.80万0.40%50,377 -2,700-5.1% -$27.59万 减仓
VZ VERIZON COMMUNICATIONS INC $523.17万0.41%123,564 -851-0.7% -$3.60万 减仓
XLI SELECT SECTOR SPDR TR $527.60万0.41%28,484 7052.5% $13.06万 加仓
BX BLACKSTONE INC $548.44万0.43%46,608 2110.5% $2.48万 加仓
IEFA ISHARES TR $577.39万0.45%59,784 -1,469-2.4% -$14.19万 减仓
ABBV ABBVIE INC $585.11万0.46%23,252 -309-1.3% -$7.78万 减仓
XLV SELECT SECTOR SPDR TR $592.32万0.46%37,333 5291.4% $8.39万 加仓
VYMI VANGUARD WHITEHALL FDS $603.68万0.47%61,475 1,6552.8% $16.25万 加仓
ORCL ORACLE CORP $603.98万0.47%41,213 -418-1.0% -$6.13万 减仓
MAR MARRIOTT INTL INC NEW $611.16万0.48%16,492 -430-2.5% -$15.93万 减仓
BAC BANK OF AMER CORP $618.89万0.49%108,615 -360-0.3% -$2.05万 减仓
APH AMPHENOL CORP $637.73万0.50%36,169 5161.4% $9.10万 加仓
COST COSTCO WHOLESALE CORPORATION $673.82万0.53%7,203 -37-0.5% -$3.46万 减仓
SPSM SPDR SERIES TRUST $691.43万0.54%119,894 2,7962.4% $16.12万 加仓
IVV ISHARES TR $698.53万0.55%9,328 -235-2.5% -$17.60万 减仓
AXP AMERICAN EXPRESS CO $707.96万0.56%20,930 -482-2.3% -$16.30万 减仓
AON AON PLC $710.68万0.56%21,426 -190-0.9% -$6.30万 减仓
PG PROCTER & GAMBLE CO $713.13万0.56%48,631 860.2% $1.26万 加仓
— EXXON MOBIL CORP $722.82万0.57%52,869 1760.3% $2.41万 加仓
IJH ISHARES TR $768.66万0.60%99,684 -3,512-3.4% -$27.08万 减仓
IWY ISHARES TR $794.06万0.62%27,323 8463.2% $24.59万 加仓
VYM VANGUARD WHITEHALL FDS $820.90万0.64%51,946 1,7103.4% $27.02万 加仓
LLY ELI LILLY & CO $841.16万0.66%7,013 -26-0.4% -$3.12万 减仓
DIS DISNEY WALT CO $856.19万0.67%88,955 -7,056-7.3% -$67.91万 减仓
SO SOUTHERN CO $868.85万0.68%90,779 -3,509-3.7% -$33.58万 减仓
MA MASTERCARD INCORPORATED $875.63万0.69%17,049 -342-2.0% -$17.56万 减仓
ISRG INTUITIVE SURGICAL INC $887.03万0.70%22,305 -8-0.0% -$3,181 减仓
KO COCA COLA CO $889.35万0.70%109,432 -1,032-0.9% -$8.39万 减仓
PEP PEPSICO INC $890.12万0.70%65,740 -985-1.5% -$13.34万 减仓
META META PLATFORMS INC $907.91万0.71%16,118 1250.8% $7.04万 加仓
DGRW WISDOMTREE TR $970.42万0.76%101,487 6160.6% $5.89万 加仓
ASML ASML HLDG NV $983.58万0.77%4,944 80.2% $1.59万 加仓
VWO VANGUARD INTL EQUITY INDEX F $986.03万0.77%165,192 4300.3% $2.57万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $998.00万0.78%187,630 -33,086-15.0% -$175.98万 减仓
AMGN AMGEN INC $1,121.01万0.88%30,957 -314-1.0% -$11.37万 减仓
IJR ISHARES TR $1,197.13万0.94%80,718 -2,920-3.5% -$43.31万 减仓
XLE SELECT SECTOR SPDR TR $1,205.06万0.95%226,899 2,0620.9% $10.95万 加仓
HD HOME DEPOT INC $1,214.98万0.95%34,450 -226-0.7% -$7.97万 减仓
VXF VANGUARD INDEX FDS $1,323.34万1.04%53,748 -1,021-1.9% -$25.14万 减仓
XLK SELECT SECTOR SPDR TR $1,340.77万1.05%70,374 1,1401.6% $21.72万 加仓
UNP UNION PAC CORP $1,361.69万1.07%50,062 -808-1.6% -$21.98万 减仓
V VISA INC $1,475.91万1.16%43,018 -551-1.3% -$18.90万 减仓
RTX RTX CORPORATION $1,509.03万1.18%79,536 -1,383-1.7% -$26.24万 减仓
SPTS SPDR SERIES TRUST $1,655.07万1.30%570,516 14,4222.6% $41.84万 加仓
NVDA NVIDIA CORPORATION $1,724.20万1.35%86,171 2430.3% $4.86万 加仓
PAAA PGIM ETF TR $1,946.67万1.53%379,691 7,8982.1% $40.49万 加仓
GOOGL ALPHABET INC $2,015.10万1.58%56,387 -489-0.9% -$17.48万 减仓
MCO MOODYS CORP $2,022.17万1.59%44,647 -640-1.4% -$28.99万 减仓
WMT WALMART INC $2,024.37万1.59%178,737 -2,120-1.2% -$24.01万 减仓
JNJ JOHNSON & JOHNSON $2,115.80万1.66%83,309 -480-0.6% -$12.19万 减仓
IGSB ISHARES TR $2,517.10万1.97%480,270 6,6371.4% $34.78万 加仓
AMZN AMAZON COM INC $2,536.38万1.99%106,419 -537-0.5% -$12.80万 减仓