Fiduciary Wealth Partners, LLC
Newton MA · SEC CIK 0001666504
$1.82亿2026Q2 申报市值
69持仓数
80.1%前十大占比 · 第一大 30.1%
7 / 2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
SGOV 新建仓+$1,463.14万
XOM 新建仓+$42.75万
TSPA 新建仓+$29.60万
IJH 新建仓+$22.34万
MU 新建仓+$22.28万
2026Q2 卖出最多 按季末市值估算
VB 减仓-$264.60万
VO 减仓-$254.83万
VOO 减仓-$162.57万
AMAT 重新持有-$108.99万
VEA 减仓-$93.60万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,060 | -100.0% | -$51.91万 | 清仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $0 | 0.00% | 0 | -5,291 | -100.0% | -$21.89万 | 清仓 |
| ETN | EATON CORP PLC SHS | $20.50万 | 0.11% | 481 | 481 | — | $20.50万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $20.93万 | 0.12% | 2,283 | -345 | -13.1% | -$3.16万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC COM | $21.03万 | 0.12% | 778 | 778 | — | $21.03万 | 新建仓 |
| SO | SOUTHERN CO COM | $21.30万 | 0.12% | 2,226 | 20 | 0.9% | $1,914 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $21.83万 | 0.12% | 1,225 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $22.04万 | 0.12% | 305 | -1,508 | -83.2% | -$108.99万 | 重新持有 |
| MU | MICRON TECHNOLOGY | $22.28万 | 0.12% | 193 | 193 | — | $22.28万 | 新建仓 |
| KO | COCA COLA CO COM | $22.31万 | 0.12% | 2,746 | 61 | 2.3% | $4,957 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $22.34万 | 0.12% | 2,897 | 2,897 | — | $22.34万 | 新建仓 |
| NVS | NOVARTIS AG ADR | $22.94万 | 0.13% | 1,464 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $23.09万 | 0.13% | 4,052 | -2,191 | -35.1% | -$12.49万 | 重新持有 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $24.16万 | 0.13% | 1,021 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $25.55万 | 0.14% | 213 | -111 | -34.3% | -$13.31万 | 重新持有 |
| MA | MASTERCARD INC | $25.94万 | 0.14% | 505 | 12 | 2.4% | $6,163 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $26.17万 | 0.14% | 2,519 | 7 | 0.3% | $727 | 加仓 |
| LIN | LINDE PLC SHS | $27.34万 | 0.15% | 527 | 7 | 1.3% | $3,631 | 加仓 |
| PAYX | PAYCHEX INC | $27.56万 | 0.15% | 2,803 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $28.84万 | 0.16% | 2,901 | -96 | -3.2% | -$9,542 | 减仓 |
| ABBV | ABBVIE INC COM | $29.15万 | 0.16% | 1,158 | 26 | 2.3% | $6,544 | 加仓 |
| WMT | WALMART INC COM | $29.54万 | 0.16% | 2,608 | 70 | 2.8% | $7,928 | 加仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $29.60万 | 0.16% | 6,228 | 6,228 | — | $29.60万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $29.85万 | 0.16% | 603 | 3 | 0.5% | $1,485 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $30.67万 | 0.17% | 3,183 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $30.77万 | 0.17% | 1,665 | 11 | 0.7% | $2,033 | 加仓 |
| MS | MORGAN STANLEY | $31.94万 | 0.18% | 1,528 | 17 | 1.1% | $3,554 | 加仓 |
| META | META PLATFORMS INC CL A | $33.18万 | 0.18% | 589 | 30 | 5.4% | $1.69万 | 加仓 |
| PEP | PEPSICO INC COM | $33.58万 | 0.18% | 2,480 | 17 | 0.7% | $2,302 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $35.17万 | 0.19% | 931 | 68 | 7.9% | $2.57万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $38.95万 | 0.21% | 756 | 47 | 6.6% | $2.42万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $39.81万 | 0.22% | 9,828 | 0 | 0.0% | — | 不变 |
| SGI | TEMPUR PEDIC INTL INC | $41.73万 | 0.23% | 5,323 | 806 | 17.8% | $6.32万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $42.18万 | 0.23% | 4,522 | -234 | -4.9% | -$2.18万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $42.75万 | 0.24% | 3,127 | 3,127 | — | $42.75万 | 新建仓 |
| RY | ROYAL BANK OF CANADA | $43.40万 | 0.24% | 2,097 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $46.01万 | 0.25% | 5,044 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YR TREASURY BOND ETF | $46.68万 | 0.26% | 4,936 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $48.03万 | 0.26% | 3,170 | 18 | 0.6% | $2,727 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $49.35万 | 0.27% | 3,365 | 23 | 0.7% | $3,373 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $50.27万 | 0.28% | 1,474 | 8 | 0.5% | $2,728 | 加仓 |
| WM | WASTE MANAGEMENT INC | $53.68万 | 0.30% | 2,409 | 6 | 0.2% | $1,337 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $54.76万 | 0.30% | 2,874 | -971 | -25.3% | -$18.50万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $57.32万 | 0.32% | 1,618 | 4 | 0.2% | $1,417 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $59.01万 | 0.32% | 1,595 | 1 | 0.1% | $370 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $64.68万 | 0.36% | 2,547 | 34 | 1.4% | $8,634 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $65.88万 | 0.36% | 4,442 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD EUROPEAN | $84.24万 | 0.46% | 9,514 | -1,615 | -14.5% | -$14.30万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $88.69万 | 0.49% | 1,261 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $93.06万 | 0.51% | 10,455 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $94.64万 | 0.52% | 3,844 | -21 | -0.5% | -$5,170 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $118.23万 | 0.65% | 14,272 | -365 | -2.5% | -$3.02万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $118.62万 | 0.65% | 23,452 | 2,602 | 12.5% | $13.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $128.99万 | 0.71% | 3,941 | 32 | 0.8% | $1.05万 | 加仓 |
| GOOGL | GOOGLE INC | $145.01万 | 0.80% | 4,058 | 85 | 2.1% | $3.04万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $156.30万 | 0.86% | 2,992 | -23 | -0.8% | -$1.20万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | $160.43万 | 0.88% | 20,917 | -3,132 | -13.0% | -$24.02万 | 减仓 |
| NVDA | NVIDIA CORP | $169.97万 | 0.94% | 8,495 | 310 | 3.8% | $6.20万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $208.42万 | 1.15% | 4,888 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $219.25万 | 1.21% | 9,199 | 129 | 1.4% | $3.07万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $250.53万 | 1.38% | 77,684 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT | $274.60万 | 1.51% | 7,362 | 102 | 1.4% | $3.80万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $291.94万 | 1.61% | 48,909 | -467 | -0.9% | -$2.79万 | 减仓 |
| VO | VANGUARD MID CAP ETF | $455.83万 | 2.51% | 56,576 | -31,628 | -35.9% | -$254.83万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $462.24万 | 2.54% | 6,277 | -705 | -10.1% | -$51.92万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $482.47万 | 2.66% | 6,461 | 8 | 0.1% | $5,974 | 加仓 |
| AAPL | APPLE INC | $512.89万 | 2.82% | 17,725 | 200 | 1.1% | $5.79万 | 加仓 |
| VB | VANGUARD SMALL CAP ETF | $1,340.95万 | 7.38% | 44,238 | -8,729 | -16.5% | -$264.60万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,463.14万 | 8.05% | 145,340 | 145,340 | — | $1,463.14万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,793.00万 | 20.88% | 532,351 | -13,137 | -2.4% | -$93.60万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $5,468.57万 | 30.10% | 79,623 | -2,367 | -2.9% | -$162.57万 | 减仓 |