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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $7,142.10万 | 5.60% | 103,990 | 2,044 | 2.0% | $140.38万 | 加仓 |
| AAPL | APPLE INC | $6,510.08万 | 5.11% | 224,982 | 4,345 | 2.0% | $125.73万 | 加仓 |
| GOOG | ALPHABET INC | $5,594.36万 | 4.39% | 158,332 | -2,895 | -1.8% | -$102.29万 | 减仓 |
| AGG | ISHARES TR | $4,707.19万 | 3.69% | 475,570 | 27,682 | 6.2% | $274.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,295.33万 | 2.58% | 88,342 | -1,753 | -1.9% | -$65.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,993.82万 | 2.35% | 420,185 | 2,983 | 0.7% | $21.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,832.02万 | 2.22% | 86,519 | -1,138 | -1.3% | -$37.25万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,828.49万 | 2.22% | 82,942 | -1,342 | -1.6% | -$45.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,639.01万 | 2.07% | 52,739 | -578 | -1.1% | -$28.92万 | 减仓 |
| SHY | ISHARES TR | $2,638.99万 | 2.07% | 321,396 | -16,423 | -4.9% | -$134.85万 | 减仓 |
| AMZN | AMAZON COM INC | $2,536.38万 | 1.99% | 106,419 | -537 | -0.5% | -$12.80万 | 减仓 |
| IGSB | ISHARES TR | $2,517.10万 | 1.97% | 480,270 | 6,637 | 1.4% | $34.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,115.80万 | 1.66% | 83,309 | -480 | -0.6% | -$12.19万 | 减仓 |
| WMT | WALMART INC | $2,024.37万 | 1.59% | 178,737 | -2,120 | -1.2% | -$24.01万 | 减仓 |
| MCO | MOODYS CORP | $2,022.17万 | 1.59% | 44,647 | -640 | -1.4% | -$28.99万 | 减仓 |
| GOOGL | ALPHABET INC | $2,015.10万 | 1.58% | 56,387 | -489 | -0.9% | -$17.48万 | 减仓 |
| PAAA | PGIM ETF TR | $1,946.67万 | 1.53% | 379,691 | 7,898 | 2.1% | $40.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,724.20万 | 1.35% | 86,171 | 243 | 0.3% | $4.86万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,655.07万 | 1.30% | 570,516 | 14,422 | 2.6% | $41.84万 | 加仓 |
| RTX | RTX CORPORATION | $1,509.03万 | 1.18% | 79,536 | -1,383 | -1.7% | -$26.24万 | 减仓 |
| V | VISA INC | $1,475.91万 | 1.16% | 43,018 | -551 | -1.3% | -$18.90万 | 减仓 |
| UNP | UNION PAC CORP | $1,361.69万 | 1.07% | 50,062 | -808 | -1.6% | -$21.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,340.77万 | 1.05% | 70,374 | 1,140 | 1.6% | $21.72万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,323.34万 | 1.04% | 53,748 | -1,021 | -1.9% | -$25.14万 | 减仓 |
| HD | HOME DEPOT INC | $1,214.98万 | 0.95% | 34,450 | -226 | -0.7% | -$7.97万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,205.06万 | 0.95% | 226,899 | 2,062 | 0.9% | $10.95万 | 加仓 |
| IJR | ISHARES TR | $1,197.13万 | 0.94% | 80,718 | -2,920 | -3.5% | -$43.31万 | 减仓 |
| AMGN | AMGEN INC | $1,121.01万 | 0.88% | 30,957 | -314 | -1.0% | -$11.37万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $998.00万 | 0.78% | 187,630 | -33,086 | -15.0% | -$175.98万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $986.03万 | 0.77% | 165,192 | 430 | 0.3% | $2.57万 | 加仓 |
| ASML | ASML HLDG NV | $983.58万 | 0.77% | 4,944 | 8 | 0.2% | $1.59万 | 加仓 |
| DGRW | WISDOMTREE TR | $970.42万 | 0.76% | 101,487 | 616 | 0.6% | $5.89万 | 加仓 |
| META | META PLATFORMS INC | $907.91万 | 0.71% | 16,118 | 125 | 0.8% | $7.04万 | 加仓 |
| PEP | PEPSICO INC | $890.12万 | 0.70% | 65,740 | -985 | -1.5% | -$13.34万 | 减仓 |
| KO | COCA COLA CO | $889.35万 | 0.70% | 109,432 | -1,032 | -0.9% | -$8.39万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $887.03万 | 0.70% | 22,305 | -8 | -0.0% | -$3,181 | 减仓 |
| MA | MASTERCARD INCORPORATED | $875.63万 | 0.69% | 17,049 | -342 | -2.0% | -$17.56万 | 减仓 |
| SO | SOUTHERN CO | $868.85万 | 0.68% | 90,779 | -3,509 | -3.7% | -$33.58万 | 减仓 |
| DIS | DISNEY WALT CO | $856.19万 | 0.67% | 88,955 | -7,056 | -7.3% | -$67.91万 | 减仓 |
| LLY | ELI LILLY & CO | $841.16万 | 0.66% | 7,013 | -26 | -0.4% | -$3.12万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $820.90万 | 0.64% | 51,946 | 1,710 | 3.4% | $27.02万 | 加仓 |
| IWY | ISHARES TR | $794.06万 | 0.62% | 27,323 | 846 | 3.2% | $24.59万 | 加仓 |
| IJH | ISHARES TR | $768.66万 | 0.60% | 99,684 | -3,512 | -3.4% | -$27.08万 | 减仓 |
| — | EXXON MOBIL CORP | $722.82万 | 0.57% | 52,869 | 176 | 0.3% | $2.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $713.13万 | 0.56% | 48,631 | 86 | 0.2% | $1.26万 | 加仓 |
| AON | AON PLC | $710.68万 | 0.56% | 21,426 | -190 | -0.9% | -$6.30万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $707.96万 | 0.56% | 20,930 | -482 | -2.3% | -$16.30万 | 减仓 |
| IVV | ISHARES TR | $698.53万 | 0.55% | 9,328 | -235 | -2.5% | -$17.60万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $691.43万 | 0.54% | 119,894 | 2,796 | 2.4% | $16.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $673.82万 | 0.53% | 7,203 | -37 | -0.5% | -$3.46万 | 减仓 |
| APH | AMPHENOL CORP | $637.73万 | 0.50% | 36,169 | 516 | 1.4% | $9.10万 | 加仓 |
| BAC | BANK OF AMER CORP | $618.89万 | 0.49% | 108,615 | -360 | -0.3% | -$2.05万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $611.16万 | 0.48% | 16,492 | -430 | -2.5% | -$15.93万 | 减仓 |
| ORCL | ORACLE CORP | $603.98万 | 0.47% | 41,213 | -418 | -1.0% | -$6.13万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $603.68万 | 0.47% | 61,475 | 1,655 | 2.8% | $16.25万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $592.32万 | 0.46% | 37,333 | 529 | 1.4% | $8.39万 | 加仓 |
| ABBV | ABBVIE INC | $585.11万 | 0.46% | 23,252 | -309 | -1.3% | -$7.78万 | 减仓 |
| IEFA | ISHARES TR | $577.39万 | 0.45% | 59,784 | -1,469 | -2.4% | -$14.19万 | 减仓 |
| BX | BLACKSTONE INC | $548.44万 | 0.43% | 46,608 | 211 | 0.5% | $2.48万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $527.60万 | 0.41% | 28,484 | 705 | 2.5% | $13.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $523.17万 | 0.41% | 123,564 | -851 | -0.7% | -$3.60万 | 减仓 |
| SBUX | STARBUCKS CORP | $514.80万 | 0.40% | 50,377 | -2,700 | -5.1% | -$27.59万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $513.88万 | 0.40% | 22,977 | -138 | -0.6% | -$3.09万 | 减仓 |
| AZN | ASTRAZENECA PLC | $503.42万 | 0.39% | 26,549 | -16 | -0.1% | -$3,034 | 减仓 |
| VXUS | VANGUARD STAR FDS | $499.97万 | 0.39% | 58,483 | -2,118 | -3.5% | -$18.11万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $493.48万 | 0.39% | 42,077 | 1,404 | 3.5% | $16.47万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $484.09万 | 0.38% | 158,509 | 6,308 | 4.1% | $19.26万 | 加仓 |
| — | ELECTRONIC ARTS INC | $482.63万 | 0.38% | 23,538 | -1,000 | -4.1% | -$20.50万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $454.21万 | 0.36% | 27,769 | -1,313 | -4.5% | -$21.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $445.39万 | 0.35% | 12,036 | 86 | 0.7% | $3.18万 | 加仓 |
| TXN | TEXAS INSTRS INC | $429.59万 | 0.34% | 14,412 | -772 | -5.1% | -$23.01万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $416.88万 | 0.33% | 4,320 | -48 | -1.1% | -$4.63万 | 减仓 |
| DHR | DANAHER CORP DEL | $412.44万 | 0.32% | 21,653 | -365 | -1.7% | -$6.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $397.54万 | 0.31% | 3,444 | -24 | -0.7% | -$2.77万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $385.27万 | 0.30% | 57,026 | 3,503 | 6.5% | $23.67万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $376.14万 | 0.30% | 82,959 | -828 | -1.0% | -$3.75万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $358.66万 | 0.28% | 38,870 | -1,232 | -3.1% | -$11.37万 | 减仓 |
| MKL | MARKEL GROUP INC | $356.42万 | 0.28% | 1,825 | -14 | -0.8% | -$2.73万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $356.20万 | 0.28% | 33,249 | 881 | 2.7% | $9.44万 | 加仓 |
| ETN | EATON CORP PLC | $351.55万 | 0.28% | 8,250 | -5 | -0.1% | -$2,131 | 减仓 |
| CMI | CUMMINS INC | $338.63万 | 0.27% | 4,748 | -158 | -3.2% | -$11.27万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $336.23万 | 0.26% | 42,544 | -3,827 | -8.3% | -$30.24万 | 减仓 |
| HON | HONEYWELL INTL INC | $329.18万 | 0.26% | 14,702 | -14,759 | -50.1% | -$330.45万 | 减仓 |
| EQIX | EQUINIX INC | $328.35万 | 0.26% | 3,150 | -125 | -3.8% | -$13.03万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $325.03万 | 0.25% | 14,702 | 14,702 | — | $325.03万 | 新建仓 |
| AVGO | BROADCOM INC | $320.14万 | 0.25% | 8,475 | 348 | 4.3% | $13.15万 | 加仓 |
| MRK | MERCK & CO INC | $313.92万 | 0.25% | 24,429 | 385 | 1.6% | $4.95万 | 加仓 |
| CSCO | CISCO SYS INC | $311.59万 | 0.24% | 26,527 | -86 | -0.3% | -$1.01万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $304.71万 | 0.24% | 11,266 | -68 | -0.6% | -$1.84万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $301.58万 | 0.24% | 56,254 | 2,766 | 5.2% | $14.83万 | 加仓 |
| ISTB | ISHARES TR | $294.32万 | 0.23% | 60,998 | -5,002 | -7.6% | -$24.13万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $288.56万 | 0.23% | 56,769 | 2,130 | 3.9% | $10.83万 | 加仓 |
| IEMG | ISHARES INC | $277.71万 | 0.22% | 33,524 | -696 | -2.0% | -$5.77万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $274.82万 | 0.22% | 12,916 | -323 | -2.4% | -$6.87万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $269.73万 | 0.21% | 32,470 | 167 | 0.5% | $1.39万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $267.68万 | 0.21% | 8,509 | -3 | -0.0% | -$944 | 减仓 |
| CVX | CHEVRON CORPORATION | $266.03万 | 0.21% | 16,049 | -76 | -0.5% | -$1.26万 | 减仓 |
| NOW | SERVICENOW INC | $263.85万 | 0.21% | 26,576 | 2,546 | 10.6% | $25.28万 | 加仓 |
| T | AT&T INC | $263.36万 | 0.21% | 127,227 | -1,492 | -1.2% | -$3.09万 | 减仓 |
| BLK | BLACKROCK INC | $260.58万 | 0.20% | 2,710 | -83 | -3.0% | -$7.98万 | 减仓 |