Fiduciary Group, LLC
SAVANNAH GA · SEC CIK 0001645890
$11.71亿2026Q1 申报市值
296持仓数
31.8%前十大占比 · 第一大 5.2%
12 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AGG 加仓+$618.12万
AZN 新建仓+$523.91万
VOO 加仓+$347.83万
PAAA 加仓+$247.16万
NFLX 加仓+$201.52万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$479.92万
AKRE 减仓-$114.49万
ELECTRONIC ARTS 减仓-$96.63万
CADENCE BANK 清仓-$88.83万
CMCSA 减仓-$86.33万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $6,091.78万 | 5.20% | 101,946 | 5,821 | 6.1% | $347.83万 | 加仓 |
| AAPL | APPLE INC | $5,599.55万 | 4.78% | 220,637 | -676 | -0.3% | -$17.16万 | 减仓 |
| GOOG | ALPHABET INC | $4,624.96万 | 3.95% | 161,227 | -1,399 | -0.9% | -$40.13万 | 减仓 |
| AGG | ISHARES TR | $4,446.19万 | 3.80% | 447,888 | 62,267 | 16.1% | $618.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,335.04万 | 2.85% | 90,095 | 238 | 0.3% | $8.81万 | 加仓 |
| SHY | ISHARES TR | $2,789.37万 | 2.38% | 337,819 | -8,508 | -2.5% | -$70.25万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,673.43万 | 2.28% | 417,202 | 3,574 | 0.9% | $22.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,578.52万 | 2.20% | 87,657 | -761 | -0.9% | -$22.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,554.94万 | 2.18% | 53,317 | -179 | -0.3% | -$8.58万 | 减仓 |
| IGSB | ISHARES TR | $2,489.42万 | 2.13% | 473,633 | 21,165 | 4.7% | $111.24万 | 加仓 |
| WMT | WALMART INC | $2,247.70万 | 1.92% | 180,857 | -2,773 | -1.5% | -$34.46万 | 减仓 |
| AMZN | AMAZON COM INC | $2,227.57万 | 1.90% | 106,956 | 453 | 0.4% | $9.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,048.14万 | 1.75% | 83,789 | -869 | -1.0% | -$21.24万 | 减仓 |
| MCO | MOODYS CORP | $1,975.65万 | 1.69% | 45,287 | 39 | 0.1% | $1.70万 | 加仓 |
| PAAA | PGIM ETF TR | $1,902.84万 | 1.63% | 371,793 | 48,293 | 14.9% | $247.16万 | 加仓 |
| GOOGL | ALPHABET INC | $1,635.53万 | 1.40% | 56,876 | -836 | -1.4% | -$24.04万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1,622.68万 | 1.39% | 556,094 | 55,285 | 11.0% | $161.32万 | 加仓 |
| RTX | RTX CORPORATION | $1,560.93万 | 1.33% | 80,919 | -656 | -0.8% | -$12.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,498.58万 | 1.28% | 85,928 | 721 | 0.8% | $12.57万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,377.35万 | 1.18% | 224,837 | 1,196 | 0.5% | $7.33万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,351.25万 | 1.15% | 84,284 | 1,652 | 2.0% | $26.48万 | 加仓 |
| V | VISA INC | $1,316.83万 | 1.12% | 43,569 | -141 | -0.3% | -$4.26万 | 减仓 |
| UNP | UNION PAC CORP | $1,234.21万 | 1.05% | 50,870 | -1,141 | -2.2% | -$27.68万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,166.48万 | 1.00% | 220,716 | -21,664 | -8.9% | -$114.49万 | 减仓 |
| HD | HOME DEPOT INC | $1,140.46万 | 0.97% | 34,676 | -189 | -0.5% | -$6.22万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,127.15万 | 0.96% | 54,769 | -692 | -1.2% | -$14.24万 | 减仓 |
| AMGN | AMGEN INC | $1,100.26万 | 0.94% | 31,271 | -224 | -0.7% | -$7.88万 | 减仓 |
| IJR | ISHARES TR | $1,039.71万 | 0.89% | 83,638 | -2,872 | -3.3% | -$35.70万 | 减仓 |
| PEP | PEPSICO INC | $1,036.18万 | 0.88% | 66,725 | -255 | -0.4% | -$3.96万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,028.61万 | 0.88% | 22,313 | -215 | -1.0% | -$9.91万 | 减仓 |
| DIS | DISNEY WALT CO | $925.35万 | 0.79% | 96,011 | -3,109 | -3.1% | -$29.96万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $920.12万 | 0.79% | 69,234 | 3,732 | 5.7% | $49.60万 | 加仓 |
| META | META PLATFORMS INC | $915.01万 | 0.78% | 15,993 | 136 | 0.9% | $7.78万 | 加仓 |
| SO | SOUTHERN CO | $910.07万 | 0.78% | 94,288 | -2,276 | -2.4% | -$21.97万 | 减仓 |
| — | EXXON MOBIL CORP | $893.99万 | 0.76% | 52,693 | -122 | -0.2% | -$2.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $890.54万 | 0.76% | 164,762 | 3,917 | 2.4% | $21.17万 | 加仓 |
| DGRW | WISDOMTREE TR | $886.05万 | 0.76% | 100,871 | 3,800 | 3.9% | $33.38万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $868.94万 | 0.74% | 17,391 | -121 | -0.7% | -$6.05万 | 减仓 |
| KO | COCA COLA CO | $840.08万 | 0.72% | 110,464 | -886 | -0.8% | -$6.74万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $744.00万 | 0.64% | 50,236 | 3,357 | 7.2% | $49.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $721.42万 | 0.62% | 7,240 | -45 | -0.6% | -$4.48万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $701.18万 | 0.60% | 48,545 | 931 | 2.0% | $13.45万 | 加仓 |
| AON | AON PLC | $697.73万 | 0.60% | 21,616 | 194 | 0.9% | $6.26万 | 加仓 |
| IJH | ISHARES TR | $696.88万 | 0.60% | 103,196 | -3,256 | -3.1% | -$21.99万 | 减仓 |
| — | HONEYWELL INTL INC | $665.91万 | 0.57% | 29,461 | 21 | 0.1% | $4,747 | 加仓 |
| IWY | ISHARES TR | $658.85万 | 0.56% | 26,477 | 2,040 | 8.3% | $50.76万 | 加仓 |
| ASML | ASML HLDG NV | $651.96万 | 0.56% | 4,936 | 45 | 0.9% | $5.94万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $647.67万 | 0.55% | 21,412 | -55 | -0.3% | -$1.66万 | 减仓 |
| LLY | ELI LILLY & CO | $647.43万 | 0.55% | 7,039 | -84 | -1.2% | -$7.73万 | 减仓 |
| IVV | ISHARES TR | $624.69万 | 0.53% | 9,563 | -11 | -0.1% | -$7,186 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $624.56万 | 0.53% | 124,415 | -696 | -0.6% | -$3.49万 | 减仓 |
| ORCL | ORACLE CORP | $612.44万 | 0.52% | 41,631 | -2,507 | -5.7% | -$36.88万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $565.82万 | 0.48% | 117,098 | 7,977 | 7.3% | $38.54万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $563.74万 | 0.48% | 59,820 | 2,997 | 5.3% | $28.24万 | 加仓 |
| IEFA | ISHARES TR | $554.53万 | 0.47% | 61,253 | 123 | 0.2% | $1.11万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $553.47万 | 0.47% | 16,922 | -297 | -1.7% | -$9.71万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $539.59万 | 0.46% | 36,804 | 803 | 2.2% | $11.77万 | 加仓 |
| BX | BLACKSTONE INC | $533.52万 | 0.46% | 46,397 | 155 | 0.3% | $1.78万 | 加仓 |
| BAC | BANK AMERICA CORP | $531.25万 | 0.45% | 108,975 | 1,436 | 1.3% | $7.00万 | 加仓 |
| AZN | ASTRAZENECA PLC | $523.91万 | 0.45% | 26,565 | 26,565 | — | $523.91万 | 新建仓 |
| ABBV | ABBVIE INC | $512.42万 | 0.44% | 23,561 | -62 | -0.3% | -$1.35万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $501.90万 | 0.43% | 29,082 | -2,237 | -7.1% | -$38.61万 | 减仓 |
| — | ELECTRONIC ARTS INC | $500.26万 | 0.43% | 24,538 | -4,740 | -16.2% | -$96.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $475.52万 | 0.41% | 53,077 | -3,874 | -6.8% | -$34.71万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $467.30万 | 0.40% | 60,601 | -656 | -1.1% | -$5.06万 | 减仓 |
| APH | AMPHENOL CORP | $450.48万 | 0.38% | 35,653 | 1,961 | 5.8% | $24.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $449.27万 | 0.38% | 27,779 | 1,727 | 6.6% | $27.93万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $443.26万 | 0.38% | 40,673 | 1,343 | 3.4% | $14.64万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $440.62万 | 0.38% | 152,201 | 8,561 | 6.0% | $24.78万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $431.16万 | 0.37% | 23,115 | -173 | -0.7% | -$3.23万 | 减仓 |
| DHR | DANAHER CORP DEL | $417.47万 | 0.36% | 22,018 | -325 | -1.5% | -$6.16万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $384.50万 | 0.33% | 83,787 | -432 | -0.5% | -$1.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $383.37万 | 0.33% | 11,950 | 55 | 0.5% | $1.76万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $376.88万 | 0.32% | 40,102 | -574 | -1.4% | -$5.39万 | 减仓 |
| T | AT&T INC | $373.16万 | 0.32% | 128,719 | -3,882 | -2.9% | -$11.25万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $367.58万 | 0.31% | 46,371 | -933 | -2.0% | -$7.40万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $358.84万 | 0.31% | 32,368 | 1,077 | 3.4% | $11.94万 | 加仓 |
| MKL | MARKEL GROUP INC | $352.00万 | 0.30% | 1,839 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $333.63万 | 0.28% | 16,125 | -146 | -0.9% | -$3.02万 | 减仓 |
| EQIX | EQUINIX INC | $321.03万 | 0.27% | 3,275 | -77 | -2.3% | -$7.55万 | 减仓 |
| ISTB | ISHARES TR | $319.84万 | 0.27% | 66,000 | -9,002 | -12.0% | -$43.62万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $316.96万 | 0.27% | 53,523 | 5,505 | 11.5% | $32.60万 | 加仓 |
| ETN | EATON CORP PLC | $295.26万 | 0.25% | 8,255 | -25 | -0.3% | -$8,942 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $295.01万 | 0.25% | 11,334 | -9 | -0.1% | -$2,343 | 减仓 |
| TXN | TEXAS INSTRS INC | $294.79万 | 0.25% | 15,184 | -1,010 | -6.2% | -$19.61万 | 减仓 |
| PFE | PFIZER INC | $290.84万 | 0.25% | 103,574 | -16,936 | -14.1% | -$47.56万 | 减仓 |
| MRK | MERCK & CO INC | $289.23万 | 0.25% | 24,044 | 4,326 | 21.9% | $52.04万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $273.03万 | 0.23% | 54,639 | 6,240 | 12.9% | $31.18万 | 加仓 |
| BLK | BLACKROCK INC | $268.61万 | 0.23% | 2,793 | -39 | -1.4% | -$3.75万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $264.82万 | 0.23% | 32,303 | 2,355 | 7.9% | $19.31万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $264.07万 | 0.23% | 53,488 | 2,522 | 4.9% | $12.45万 | 加仓 |
| CMI | CUMMINS INC | $263.95万 | 0.23% | 4,906 | -33 | -0.7% | -$1.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $254.09万 | 0.22% | 13,239 | 343 | 2.7% | $6.58万 | 加仓 |
| MCD | MCDONALDS CORP | $252.61万 | 0.22% | 8,128 | -205 | -2.5% | -$6.37万 | 减仓 |
| AVGO | BROADCOM INC | $251.54万 | 0.21% | 8,127 | 507 | 6.7% | $15.69万 | 加仓 |
| NOW | SERVICENOW INC | $251.23万 | 0.21% | 24,030 | 14,289 | 146.7% | $149.39万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $245.81万 | 0.21% | 6,851 | 1,088 | 18.9% | $39.04万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $244.29万 | 0.21% | 8,512 | -52 | -0.6% | -$1.49万 | 减仓 |
| NFLX | NETFLIX INC. | $243.92万 | 0.21% | 25,369 | 20,959 | 475.3% | $201.52万 | 加仓 |
| TJX | TJX COS INC NEW | $241.58万 | 0.21% | 15,127 | -95 | -0.6% | -$1.52万 | 减仓 |