KMG FIDUCIARY PARTNERS, LLC
TOLEDO OH · SEC CIK 0001773205
$10.76亿2026Q2 申报市值
207持仓数
39.1%前十大占比 · 第一大 6.5%
10 / 65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
JPST 新建仓+$1,154.35万
TSM 加仓+$211.52万
HD 加仓+$200.25万
GEV 加仓+$179.06万
BX 加仓+$164.63万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2,300.75万
AMAT 减仓-$1,733.75万
GOOGL 减仓-$1,431.55万
AAPL 减仓-$1,308.89万
GLW 减仓-$1,232.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $36.10万 | 0.03% | 3,912 | -1,947 | -33.2% | -$17.97万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $36.13万 | 0.03% | 7,077 | 20 | 0.3% | $1,021 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $36.41万 | 0.03% | 6,460 | -1,199 | -15.7% | -$6.76万 | 减仓 |
| HYG | ISHARES TR | $36.76万 | 0.03% | 4,597 | 75 | 1.7% | $5,997 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $37.57万 | 0.03% | 4,357 | 4,357 | — | $37.57万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $37.84万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $38.19万 | 0.04% | 13,933 | 333 | 2.4% | $9,128 | 加仓 |
| STLD | STEEL DYNAMICS INC | $38.85万 | 0.04% | 1,693 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $39.59万 | 0.04% | 807 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $40.72万 | 0.04% | 5,392 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $40.99万 | 0.04% | 23,121 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $41.66万 | 0.04% | 908 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $43.45万 | 0.04% | 1,453 | 232 | 19.0% | $6.94万 | 加仓 |
| MET | METLIFE INC | $43.93万 | 0.04% | 5,192 | -57,138 | -91.7% | -$483.42万 | 减仓 |
| VST | VISTRA CORP | $45.17万 | 0.04% | 2,847 | 207 | 7.8% | $3.28万 | 加仓 |
| GE | GE AEROSPACE | $45.97万 | 0.04% | 1,230 | -97 | -7.3% | -$3.63万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $47.57万 | 0.04% | 2,568 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $48.69万 | 0.05% | 709 | 59 | 9.1% | $4.05万 | 加仓 |
| WM | WASTE MGMT INC DEL | $49.28万 | 0.05% | 2,211 | -65 | -2.9% | -$1.45万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $50.83万 | 0.05% | 8,542 | -61 | -0.7% | -$3,630 | 减仓 |
| QQQ | INVESCO QQQ TR | $51.03万 | 0.05% | 693 | -337 | -32.7% | -$24.82万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $51.33万 | 0.05% | 8,514 | -97,198 | -91.9% | -$585.99万 | 减仓 |
| AIQ | GLOBAL X FDS | $51.75万 | 0.05% | 7,888 | -33,931 | -81.1% | -$222.62万 | 减仓 |
| SUSA | ISHARES TR | $52.27万 | 0.05% | 3,388 | 35 | 1.0% | $5,400 | 加仓 |
| HCA | HCA HEALTHCARE INC | $53.88万 | 0.05% | 1,382 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $54.31万 | 0.05% | 2,235 | 520 | 30.3% | $12.64万 | 加仓 |
| SMH | VANECK ETF TRUST | $58.44万 | 0.05% | 891 | -1 | -0.1% | -$656 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $58.72万 | 0.05% | 22,900 | -602 | -2.6% | -$1.54万 | 减仓 |
| ALL | ALLSTATE CORP | $59.81万 | 0.06% | 2,514 | -16,516 | -86.8% | -$392.93万 | 减仓 |
| SAIA | SAIA INC | $64.61万 | 0.06% | 1,534 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $66.26万 | 0.06% | 7,302 | -5,735 | -44.0% | -$52.04万 | 减仓 |
| IWY | ISHARES TR | $68.63万 | 0.06% | 2,362 | 52 | 2.3% | $1.51万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $71.10万 | 0.07% | 13,262 | -400 | -2.9% | -$2.14万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $72.63万 | 0.07% | 5,953 | -39 | -0.7% | -$4,758 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $73.27万 | 0.07% | 635 | 635 | — | $73.27万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $74.17万 | 0.07% | 17,523 | 122 | 0.7% | $5,164 | 加仓 |
| DIS | DISNEY WALT CO | $76.04万 | 0.07% | 7,900 | -25,761 | -76.5% | -$247.94万 | 减仓 |
| BAC | BANK OF AMER CORP | $77.15万 | 0.07% | 13,540 | -380 | -2.7% | -$2.17万 | 减仓 |
| OC | OWENS CORNING NEW | $77.43万 | 0.07% | 4,871 | -427 | -8.1% | -$6.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $78.01万 | 0.07% | 3,297 | 40 | 1.2% | $9,465 | 加仓 |
| ESGV | VANGUARD WORLD FD | $78.02万 | 0.07% | 5,900 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $78.47万 | 0.07% | 28,711 | -369,409 | -92.8% | -$1,009.61万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $84.34万 | 0.08% | 17,868 | 298 | 1.7% | $1.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $85.51万 | 0.08% | 4,019 | 593 | 17.3% | $12.62万 | 加仓 |
| SBUX | STARBUCKS CORP | $88.97万 | 0.08% | 8,706 | -21,906 | -71.6% | -$223.85万 | 减仓 |
| BE | BLOOM ENERGY CORP | $91.32万 | 0.08% | 3,017 | -890 | -22.8% | -$26.94万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $97.40万 | 0.09% | 7,807 | 126 | 1.6% | $1.57万 | 加仓 |
| VGT | VANGUARD WORLD FD | $103.68万 | 0.10% | 8,675 | -45 | -0.5% | -$5,378 | 减仓 |
| DTD | WISDOMTREE TR | $104.24万 | 0.10% | 11,179 | 121 | 1.1% | $1.13万 | 加仓 |
| DOW | DOW HLDGS INC | $106.14万 | 0.10% | 38,793 | -45,791 | -54.1% | -$125.28万 | 减仓 |
| IYH | ISHARES TR | $109.53万 | 0.10% | 16,345 | -439 | -2.6% | -$2.94万 | 减仓 |
| GCOW | PACER FDS TR | $116.01万 | 0.11% | 26,793 | 319 | 1.2% | $1.38万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $116.18万 | 0.11% | 10,292 | -4,191 | -28.9% | -$47.31万 | 减仓 |
| NKE | NIKE INC | $116.75万 | 0.11% | 28,441 | 23,352 | 458.9% | $95.86万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $117.45万 | 0.11% | 9,193 | 47 | 0.5% | $6,005 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $119.81万 | 0.11% | 12,425 | 208 | 1.7% | $2.01万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $121.21万 | 0.11% | 24,909 | 102 | 0.4% | $4,963 | 加仓 |
| ADI | ANALOG DEVICES INC | $121.61万 | 0.11% | 3,062 | -189 | -5.8% | -$7.51万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $125.38万 | 0.12% | 39,540 | 4,007 | 11.3% | $12.71万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $125.80万 | 0.12% | 13,107 | 831 | 6.8% | $7.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $133.06万 | 0.12% | 5,239 | -6,761 | -56.3% | -$171.72万 | 减仓 |
| YUM | YUM BRANDS INC | $134.35万 | 0.12% | 8,404 | 264 | 3.2% | $4.22万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $135.05万 | 0.13% | 11,828 | 11,828 | — | $135.05万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $138.79万 | 0.13% | 40,820 | -26,903 | -39.7% | -$91.47万 | 减仓 |
| TXN | TEXAS INSTRS INC | $139.78万 | 0.13% | 4,689 | -12 | -0.3% | -$3,577 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $148.25万 | 0.14% | 36,528 | -11,988 | -24.7% | -$48.65万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.14% | 2 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $151.76万 | 0.14% | 8,923 | -16,995 | -65.6% | -$289.06万 | 减仓 |
| BBY | BEST BUY INC | $152.50万 | 0.14% | 20,098 | 15,750 | 362.2% | $119.51万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $155.93万 | 0.14% | 6,972 | 4,542 | 186.9% | $101.58万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $158.55万 | 0.15% | 47,628 | 47,628 | — | $158.55万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $160.87万 | 0.15% | 19,846 | -140,112 | -87.6% | -$1,135.76万 | 减仓 |
| CAT | CATERPILLAR INC | $162.98万 | 0.15% | 1,530 | -6,568 | -81.1% | -$699.63万 | 减仓 |
| WMT | WALMART INC | $164.49万 | 0.15% | 14,523 | -6,241 | -30.1% | -$70.69万 | 减仓 |
| MO | ALTRIA GROUP INC | $167.45万 | 0.16% | 23,273 | 9,185 | 65.2% | $66.09万 | 加仓 |
| TMUS | T-MOBILE US INC | $170.51万 | 0.16% | 10,166 | 6,405 | 170.3% | $107.43万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $173.48万 | 0.16% | 77,827 | -55 | -0.1% | -$1,226 | 减仓 |
| MCD | MCDONALDS CORP | $186.00万 | 0.17% | 6,881 | -1,803 | -20.8% | -$48.74万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $198.47万 | 0.18% | 121,168 | -17,557 | -12.7% | -$28.76万 | 减仓 |
| F | FORD MTR CO | $201.84万 | 0.19% | 145,212 | 56,283 | 63.3% | $78.23万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $201.96万 | 0.19% | 32,861 | -6,879 | -17.3% | -$42.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $206.46万 | 0.19% | 5,579 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $209.03万 | 0.19% | 46,994 | 166 | 0.4% | $7,384 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $209.71万 | 0.19% | 41,617 | 5,144 | 14.1% | $25.92万 | 加仓 |
| GEV | GE VERNOVA INC | $210.78万 | 0.20% | 1,794 | 1,524 | 564.4% | $179.06万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $221.84万 | 0.21% | 71,330 | 641 | 0.9% | $1.99万 | 加仓 |
| BX | BLACKSTONE INC | $224.50万 | 0.21% | 19,079 | 13,991 | 275.0% | $164.63万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $244.32万 | 0.23% | 81,413 | 872 | 1.1% | $2.62万 | 加仓 |
| NVO | NOVO-NORDISK A S | $249.08万 | 0.23% | 51,957 | -22,776 | -30.5% | -$109.19万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $251.99万 | 0.23% | 34,921 | 3,410 | 10.8% | $24.61万 | 加仓 |
| C | CITIGROUP INC | $254.78万 | 0.24% | 18,204 | 6,071 | 50.0% | $84.97万 | 加仓 |
| COWZ | PACER FDS TR | $257.61万 | 0.24% | 41,416 | 389 | 0.9% | $2.42万 | 加仓 |
| PFF | ISHARES TR | $259.05万 | 0.24% | 84,961 | -1,789 | -2.1% | -$5.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $277.96万 | 0.26% | 5,820 | 4,429 | 318.4% | $211.52万 | 加仓 |
| CRM | SALESFORCE INC | $285.73万 | 0.27% | 18,239 | -12,231 | -40.1% | -$191.61万 | 减仓 |
| BA | BOEING CO | $288.19万 | 0.27% | 13,313 | -3,552 | -21.1% | -$76.89万 | 减仓 |
| IWS | ISHARES TR | $294.83万 | 0.27% | 17,912 | -32,586 | -64.5% | -$536.35万 | 减仓 |
| PEP | PEPSICO INC | $306.31万 | 0.28% | 22,622 | -2,243 | -9.0% | -$30.37万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $316.68万 | 0.29% | 8,940 | -9,687 | -52.0% | -$343.14万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $317.77万 | 0.30% | 4,164 | -380 | -8.4% | -$29.00万 | 减仓 |