Fiduciary Wealth Partners, LLC
Newton MA · SEC CIK 0001666504
$1.53亿2026Q1 申报市值
60持仓数
81.2%前十大占比 · 第一大 32.1%
7 / 33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
VOYG 新建仓+$181.70万
IEMG 新建仓+$102.09万
VGK 加仓+$69.84万
XLK 新建仓+$51.10万
IEF 新建仓+$47.11万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$2,294.05万
VEA 减仓-$836.70万
VO 减仓-$822.78万
BIV 减仓-$798.94万
VB 减仓-$469.36万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -20,822 | -100.0% | -$437.97万 | 清仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -9,081 | -100.0% | -$429.80万 | 清仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $0 | 0.00% | 0 | -5,009 | -100.0% | -$187.06万 | 清仓 |
| HD | HOME DEPOT | $0 | 0.00% | 0 | -3,421 | -100.0% | -$117.73万 | 清仓 |
| GOOG | ALPHABET INC CAP STK CL C | $0 | 0.00% | 0 | -3,293 | -100.0% | -$103.34万 | 清仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $0 | 0.00% | 0 | -12,760 | -100.0% | -$91.39万 | 清仓 |
| RVTY | REVVITY INC COM | $0 | 0.00% | 0 | -9,278 | -100.0% | -$89.76万 | 清仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $0 | 0.00% | 0 | -6,611 | -100.0% | -$79.97万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $0 | 0.00% | 0 | -1,185 | -100.0% | -$59.56万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -3,322 | -100.0% | -$56.87万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -745 | -100.0% | -$49.35万 | 清仓 |
| AMAT | APPLIED MATLS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COST | COSTCO WHOLESALE CORP | $0 | 0.00% | 0 | -536 | -100.0% | -$46.22万 | 清仓 |
| SCJ | ISHARES MSCI JAPAN SMALL-CAP ETF | $0 | 0.00% | 0 | -4,900 | -100.0% | -$44.99万 | 清仓 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $0 | 0.00% | 0 | -1,488 | -100.0% | -$44.70万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -1,326 | -100.0% | -$43.40万 | 清仓 |
| CAT | CATERPILLAR INC COM | $0 | 0.00% | 0 | -749 | -100.0% | -$42.93万 | 清仓 |
| ORCL | ORACLE CORPORATION | $0 | 0.00% | 0 | -2,120 | -100.0% | -$41.32万 | 清仓 |
| IBM | INTL BUSINESS MACHINES | $0 | 0.00% | 0 | -1,311 | -100.0% | -$38.83万 | 清仓 |
| CRM | SALESFORCE COM | $0 | 0.00% | 0 | -1,417 | -100.0% | -$37.53万 | 清仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $0 | 0.00% | 0 | -2,591 | -100.0% | -$36.55万 | 清仓 |
| LLY | ELI LILLY & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA MOTORS INC | $0 | 0.00% | 0 | -661 | -100.0% | -$29.73万 | 清仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $0 | 0.00% | 0 | -1,041 | -100.0% | -$27.92万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -1,629 | -100.0% | -$26.38万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -728 | -100.0% | -$25.54万 | 清仓 |
| OKLO | OKLO INC COM CL A | $0 | 0.00% | 0 | -3,525 | -100.0% | -$25.30万 | 清仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $0 | 0.00% | 0 | -1,009 | -100.0% | -$24.44万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -960 | -100.0% | -$23.62万 | 清仓 |
| CVNA | CARVANA CO CL A | $0 | 0.00% | 0 | -538 | -100.0% | -$22.70万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,031 | -100.0% | -$21.38万 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -927 | -100.0% | -$21.22万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -2,164 | -100.0% | -$20.79万 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -580 | -100.0% | -$20.39万 | 清仓 |
| WFC | WELLS FARGO CO NEW COM | $0 | 0.00% | 0 | -2,157 | -100.0% | -$20.10万 | 清仓 |
| KO | COCA COLA CO COM | $20.42万 | 0.13% | 2,685 | -1,069 | -28.5% | -$8.13万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $20.63万 | 0.14% | 49 | -21 | -30.0% | -$8.84万 | 减仓 |
| SO | SOUTHERN CO COM | $21.29万 | 0.14% | 2,206 | -26 | -1.2% | -$2,510 | 重新持有 |
| QCOM | QUALCOMM INC COM | $21.30万 | 0.14% | 1,654 | -616 | -27.1% | -$7.93万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $21.53万 | 0.14% | 600 | -70 | -10.4% | -$2.51万 | 减仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $21.89万 | 0.14% | 5,291 | 5,291 | — | $21.89万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $21.95万 | 0.14% | 1,021 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $22.36万 | 0.15% | 1,464 | -12 | -0.8% | -$1,833 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $23.50万 | 0.15% | 1,466 | -432 | -22.8% | -$6.93万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $24.40万 | 0.16% | 2,512 | -3,788 | -60.1% | -$36.79万 | 减仓 |
| ABBV | ABBVIE INC COM | $24.63万 | 0.16% | 1,132 | -1,008 | -47.1% | -$21.93万 | 减仓 |
| MA | MASTERCARD INC | $24.63万 | 0.16% | 493 | -328 | -40.0% | -$16.39万 | 减仓 |
| MS | MORGAN STANLEY | $24.87万 | 0.16% | 1,511 | -42 | -2.7% | -$6,912 | 减仓 |
| LIN | LINDE PLC SHS | $25.77万 | 0.17% | 520 | -23 | -4.2% | -$1.14万 | 减仓 |
| PAYX | PAYCHEX INC | $25.82万 | 0.17% | 2,803 | -22 | -0.8% | -$2,027 | 减仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $26.71万 | 0.17% | 863 | -843 | -49.4% | -$26.09万 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $28.19万 | 0.18% | 2,997 | 2,997 | — | $28.19万 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $28.22万 | 0.18% | 709 | 56 | 8.6% | $2.23万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $30.47万 | 0.20% | 3,183 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $31.54万 | 0.21% | 2,538 | -400 | -13.6% | -$4.97万 | 减仓 |
| META | META PLATFORMS INC CL A | $31.98万 | 0.21% | 559 | -349 | -38.4% | -$19.97万 | 减仓 |
| SGI | TEMPUR PEDIC INTL INC | $33.39万 | 0.22% | 4,517 | 1,670 | 58.7% | $12.34万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $33.85万 | 0.22% | 9,828 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BANK OF CANADA | $33.93万 | 0.22% | 2,097 | -195 | -8.5% | -$3.15万 | 减仓 |
| PEP | PEPSICO INC COM | $38.25万 | 0.25% | 2,463 | -245 | -9.0% | -$3.81万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $40.16万 | 0.26% | 4,756 | 4,756 | — | $40.16万 | 新建仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $40.66万 | 0.27% | 5,044 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YR TREASURY BOND ETF | $47.11万 | 0.31% | 4,936 | 4,936 | — | $47.11万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $48.27万 | 0.32% | 3,342 | -524 | -13.6% | -$7.57万 | 减仓 |
| TJX | TJX COS INC NEW COM | $50.34万 | 0.33% | 3,152 | -596 | -15.9% | -$9.52万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $51.10万 | 0.33% | 3,845 | 3,845 | — | $51.10万 | 新建仓 |
| VTI | VANGUARD TOTAL STK MKT | $51.15万 | 0.33% | 1,594 | -900 | -36.1% | -$28.88万 | 减仓 |
| — | EXXON MOBIL CORP COM | $51.91万 | 0.34% | 3,060 | 30 | 1.0% | $5,090 | 加仓 |
| WM | WASTE MANAGEMENT INC | $55.21万 | 0.36% | 2,403 | -274 | -10.2% | -$6.30万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $55.22万 | 0.36% | 4,442 | -741 | -14.3% | -$9.21万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $55.40万 | 0.36% | 1,614 | -392 | -19.5% | -$13.45万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $61.43万 | 0.40% | 2,513 | -1,283 | -33.8% | -$31.36万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $77.77万 | 0.51% | 1,261 | -413 | -24.7% | -$25.47万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $79.54万 | 0.52% | 3,865 | -227 | -5.5% | -$4.67万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $87.37万 | 0.57% | 10,455 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD EUROPEAN | $91.74万 | 0.60% | 11,129 | 8,473 | 319.0% | $69.84万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $102.09万 | 0.67% | 14,637 | 14,637 | — | $102.09万 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $104.02万 | 0.68% | 20,850 | -57,738 | -73.5% | -$288.06万 | 减仓 |
| GOOGL | GOOGLE INC | $114.24万 | 0.75% | 3,973 | -2,483 | -38.5% | -$71.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $114.98万 | 0.75% | 3,909 | 172 | 4.6% | $5.06万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $139.65万 | 0.91% | 3,015 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $142.74万 | 0.93% | 8,185 | -5,924 | -42.0% | -$103.31万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $181.19万 | 1.19% | 4,888 | -3,775 | -43.6% | -$139.93万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $181.70万 | 1.19% | 77,684 | 77,684 | — | $181.70万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | $185.61万 | 1.21% | 24,049 | -103,519 | -81.1% | -$798.94万 | 减仓 |
| AMZN | AMAZON.COM INC | $188.90万 | 1.24% | 9,070 | -1,972 | -17.9% | -$41.07万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $266.88万 | 1.75% | 49,376 | -7,972 | -13.9% | -$43.09万 | 减仓 |
| MSFT | MICROSOFT | $268.75万 | 1.76% | 7,260 | -2,605 | -26.4% | -$96.43万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $402.99万 | 2.64% | 6,982 | 536 | 8.3% | $30.94万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $419.68万 | 2.75% | 6,453 | -1,323 | -17.0% | -$86.04万 | 减仓 |
| AAPL | APPLE INC | $444.77万 | 2.91% | 17,525 | -9,130 | -34.3% | -$231.71万 | 减仓 |
| VO | VANGUARD MID CAP ETF | $633.27万 | 4.14% | 22,051 | -28,650 | -56.5% | -$822.78万 | 减仓 |
| VB | VANGUARD SMALL CAP ETF | $1,387.32万 | 9.08% | 52,967 | -17,920 | -25.3% | -$469.36万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,495.49万 | 22.88% | 545,488 | -130,571 | -19.3% | -$836.70万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $4,899.31万 | 32.06% | 81,990 | -38,391 | -31.9% | -$2,294.05万 | 减仓 |