KMG FIDUCIARY PARTNERS, LLC
TOLEDO OH · SEC CIK 0001773205
$13.52亿2026Q1 申报市值
261持仓数
32.6%前十大占比 · 第一大 5.4%
8 / 11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
IJR 加仓+$604.55万
FDVV 加仓+$556.65万
FTNT 加仓+$458.35万
XLE 加仓+$430.70万
FESM 新建仓+$420.59万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$572.67万
IVE 减仓-$484.94万
INTC 减仓-$445.78万
IVV 减仓-$427.59万
AVSC 减仓-$254.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $505.41万 | 0.37% | 100,680 | -3,615 | -3.5% | -$18.15万 | 减仓 |
| GM | GENERAL MTRS CO | $512.06万 | 0.38% | 68,733 | -1,555 | -2.2% | -$11.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $543.54万 | 0.40% | 20,087 | -76 | -0.4% | -$2.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $553.10万 | 0.41% | 37,811 | 27,069 | 252.0% | $395.97万 | 加仓 |
| MS | MORGAN STANLEY | $560.54万 | 0.41% | 34,061 | 115 | 0.3% | $1.89万 | 加仓 |
| CRM | SALESFORCE INC | $568.78万 | 0.42% | 30,470 | -19 | -0.1% | -$3,547 | 减仓 |
| IGSB | ISHARES TR | $569.36万 | 0.42% | 108,325 | 6,809 | 6.7% | $35.79万 | 加仓 |
| DAL | DELTA AIR LINES INC | $569.84万 | 0.42% | 85,717 | 6 | 0.0% | $399 | 加仓 |
| CAT | CATERPILLAR INC | $573.74万 | 0.42% | 8,098 | -101 | -1.2% | -$7.16万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $583.95万 | 0.43% | 105,712 | 100,769 | 2,038.6% | $556.65万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $592.83万 | 0.44% | 236,800 | 5,284 | 2.3% | $13.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $603.44万 | 0.45% | 37,640 | -379 | -1.0% | -$6.08万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $639.03万 | 0.47% | 171,781 | -12,386 | -6.7% | -$46.08万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $639.32万 | 0.47% | 18,627 | 93 | 0.5% | $3.19万 | 加仓 |
| MRK | MERCK & CO INC | $640.75万 | 0.47% | 53,267 | -276 | -0.5% | -$3.32万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $644.92万 | 0.48% | 340,507 | -96,631 | -22.1% | -$183.02万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $661.71万 | 0.49% | 116,744 | 4,066 | 3.6% | $23.05万 | 加仓 |
| GLW | CORNING INC | $672.14万 | 0.50% | 49,433 | -1,876 | -3.7% | -$25.51万 | 减仓 |
| IEFA | ISHARES TR | $677.57万 | 0.50% | 74,845 | -10,711 | -12.5% | -$96.97万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $698.94万 | 0.52% | 15,162 | -165 | -1.1% | -$7.61万 | 减仓 |
| WELL | WELLTOWER INC | $701.97万 | 0.52% | 35,505 | -1 | -0.0% | -$198 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $719.46万 | 0.53% | 86,944 | 1,405 | 1.6% | $11.63万 | 加仓 |
| IWS | ISHARES TR | $735.95万 | 0.54% | 50,498 | -141 | -0.3% | -$2.05万 | 减仓 |
| GOOG | ALPHABET INC | $740.44万 | 0.55% | 25,812 | -230 | -0.9% | -$6.60万 | 减仓 |
| IVE | ISHARES TR | $756.61万 | 0.56% | 35,833 | -22,967 | -39.1% | -$484.94万 | 减仓 |
| IVW | ISHARES TR | $764.51万 | 0.57% | 67,590 | -6,444 | -8.7% | -$72.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $780.69万 | 0.58% | 32,208 | 216 | 0.7% | $5.24万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $789.68万 | 0.58% | 63,270 | -3,307 | -5.0% | -$41.27万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $813.45万 | 0.60% | 62,124 | 67 | 0.1% | $8,773 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $827.67万 | 0.61% | 33,030 | -759 | -2.2% | -$19.02万 | 减仓 |
| IWP | ISHARES TR | $834.31万 | 0.62% | 65,119 | 1,469 | 2.3% | $18.82万 | 加仓 |
| BLK | BLACKROCK INC | $863.77万 | 0.64% | 8,982 | 226 | 2.6% | $21.73万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $912.00万 | 0.67% | 113,138 | -10,848 | -8.7% | -$87.45万 | 减仓 |
| ORCL | ORACLE CORP | $927.81万 | 0.69% | 63,069 | -1,493 | -2.3% | -$21.96万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $947.32万 | 0.70% | 31,318 | -8 | -0.0% | -$2,420 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $951.87万 | 0.70% | 29,103 | -1,434 | -4.7% | -$46.90万 | 减仓 |
| AGG | ISHARES TR | $993.79万 | 0.74% | 100,110 | 4,469 | 4.7% | $44.36万 | 加仓 |
| V | VISA INC | $999.12万 | 0.74% | 33,057 | 2,006 | 6.5% | $60.63万 | 加仓 |
| LOW | LOWES COS INC | $1,007.47万 | 0.75% | 42,639 | -340 | -0.8% | -$8.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,031.22万 | 0.76% | 10,349 | -1,105 | -9.6% | -$110.11万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,061.65万 | 0.79% | 264,486 | 12,980 | 5.2% | $52.10万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,084.08万 | 0.80% | 398,120 | 18,958 | 5.0% | $51.62万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,092.19万 | 0.81% | 159,958 | -1,030 | -0.6% | -$7.03万 | 减仓 |
| RTX | RTX CORPORATION | $1,098.31万 | 0.81% | 56,937 | -8,538 | -13.0% | -$164.70万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,099.91万 | 0.81% | 52,052 | -5,463 | -9.5% | -$115.44万 | 减仓 |
| CSCO | CISCO SYS INC | $1,106.81万 | 0.82% | 142,649 | -4,761 | -3.2% | -$36.94万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,142.33万 | 0.84% | 33,422 | -1,030 | -3.0% | -$35.20万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $1,148.62万 | 0.85% | 235,083 | 8,621 | 3.8% | $42.12万 | 加仓 |
| AVGO | BROADCOM INC | $1,156.95万 | 0.86% | 37,380 | -2,058 | -5.2% | -$63.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,170.76万 | 0.87% | 57,551 | -10,256 | -15.1% | -$208.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,330.97万 | 0.98% | 92,147 | 6,391 | 7.5% | $92.31万 | 加仓 |
| QCOM | QUALCOMM INC | $1,336.99万 | 0.99% | 103,820 | 6,951 | 7.2% | $89.51万 | 加仓 |
| KO | COCA COLA CO | $1,347.03万 | 1.00% | 177,125 | -797 | -0.4% | -$6.06万 | 减仓 |
| IJH | ISHARES TR | $1,454.72万 | 1.08% | 215,419 | 10,712 | 5.2% | $72.34万 | 加仓 |
| IJR | ISHARES TR | $1,587.17万 | 1.17% | 127,678 | 48,632 | 61.5% | $604.55万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,644.48万 | 1.22% | 360,474 | 19,069 | 5.6% | $86.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,645.34万 | 1.22% | 79,523 | -583 | -0.7% | -$12.06万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1,676.75万 | 1.24% | 413,297 | 13,217 | 3.3% | $53.62万 | 加仓 |
| ABBV | ABBVIE INC | $1,683.09万 | 1.24% | 77,387 | -388 | -0.5% | -$8.44万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,703.28万 | 1.26% | 356,185 | 9,239 | 2.7% | $44.18万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,774.17万 | 1.31% | 378,854 | 6,817 | 1.8% | $31.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,832.19万 | 1.36% | 38,234 | 622 | 1.7% | $29.81万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,347.63万 | 1.74% | 27,750 | -2,320 | -7.7% | -$196.27万 | 减仓 |
| META | META PLATFORMS INC | $2,532.93万 | 1.87% | 44,272 | 885 | 2.0% | $50.63万 | 加仓 |
| LLY | ELI LILLY & CO | $2,707.02万 | 2.00% | 29,431 | -1,764 | -5.7% | -$162.25万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,193.75万 | 2.36% | 417,266 | -74,820 | -15.2% | -$572.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,571.71万 | 2.64% | 121,421 | -1,170 | -1.0% | -$34.42万 | 减仓 |
| AMZN | AMAZON COM INC | $3,904.17万 | 2.89% | 187,457 | 7,397 | 4.1% | $154.06万 | 加仓 |
| IVV | ISHARES TR | $3,922.86万 | 2.90% | 60,055 | -6,546 | -9.8% | -$427.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,876.72万 | 3.61% | 131,743 | 4,186 | 3.3% | $154.95万 | 加仓 |
| GOOGL | ALPHABET INC | $5,177.48万 | 3.83% | 180,049 | -5,624 | -3.0% | -$161.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,927.62万 | 5.12% | 397,226 | -13,786 | -3.4% | -$240.43万 | 减仓 |
| AAPL | APPLE INC | $7,249.12万 | 5.36% | 285,635 | 572 | 0.2% | $14.52万 | 加仓 |