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 |
|---|---|---|---|---|---|---|---|---|
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $319.64万 | 0.30% | 325,834 | -38,455 | -10.6% | -$37.72万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $323.69万 | 0.30% | 65,683 | 439 | 0.7% | $2.16万 | 加仓 |
| MRK | MERCK & CO INC | $338.97万 | 0.31% | 26,379 | -26,888 | -50.5% | -$345.51万 | 减仓 |
| DAL | DELTA AIR LINES INC | $356.69万 | 0.33% | 38,083 | -47,634 | -55.6% | -$446.14万 | 减仓 |
| AMGN | AMGEN INC | $356.90万 | 0.33% | 9,856 | 2,758 | 38.9% | $99.87万 | 加仓 |
| IWP | ISHARES TR | $369.76万 | 0.34% | 25,255 | -39,864 | -61.2% | -$583.64万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $372.18万 | 0.35% | 8,955 | -11,132 | -55.4% | -$462.66万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $380.54万 | 0.35% | 112,454 | -966 | -0.9% | -$3.27万 | 减仓 |
| INTC | INTEL CORP | $414.62万 | 0.39% | 29,694 | -7,403 | -20.0% | -$103.37万 | 减仓 |
| HD | HOME DEPOT INC | $422.67万 | 0.39% | 11,985 | 5,678 | 90.0% | $200.25万 | 加仓 |
| TSLA | TESLA INC | $426.80万 | 0.40% | 10,147 | 221 | 2.2% | $9.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $428.22万 | 0.40% | 15,228 | -16,980 | -52.7% | -$477.49万 | 减仓 |
| IWF | ISHARES TR | $455.00万 | 0.42% | 36,643 | -1,549 | -4.1% | -$19.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $459.36万 | 0.43% | 86,492 | 5,621 | 7.0% | $29.85万 | 加仓 |
| PFE | PFIZER INC | $459.66万 | 0.43% | 190,888 | 39,875 | 26.4% | $96.02万 | 加仓 |
| NFLX | NETFLIX INC. | $463.09万 | 0.43% | 64,858 | 17,991 | 38.4% | $128.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $495.43万 | 0.46% | 42,464 | 4,653 | 12.3% | $54.29万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $498.97万 | 0.46% | 46,416 | 10,080 | 27.7% | $108.36万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $503.55万 | 0.47% | 12,662 | -2,500 | -16.5% | -$99.42万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $506.87万 | 0.47% | 61,327 | -25,617 | -29.5% | -$211.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $521.77万 | 0.48% | 123,234 | 22,554 | 22.4% | $95.49万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $527.08万 | 0.49% | 210,244 | -26,556 | -11.2% | -$66.58万 | 减仓 |
| MLPX | GLOBAL X FDS | $527.23万 | 0.49% | 71,576 | 3,248 | 4.8% | $23.92万 | 加仓 |
| MS | MORGAN STANLEY | $530.29万 | 0.49% | 25,368 | -8,693 | -25.5% | -$181.72万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $530.58万 | 0.49% | 7,544 | -8 | -0.1% | -$5,626 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $569.41万 | 0.53% | 178,106 | 35,205 | 24.6% | $112.55万 | 加仓 |
| IGSB | ISHARES TR | $584.67万 | 0.54% | 111,556 | 3,231 | 3.0% | $16.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $587.90万 | 0.55% | 129,238 | -231,236 | -64.1% | -$1,051.89万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $603.16万 | 0.56% | 17,687 | -19,953 | -53.0% | -$680.43万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $634.53万 | 0.59% | 50,129 | -11,995 | -19.3% | -$151.83万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $638.37万 | 0.59% | 59,147 | 11,657 | 24.5% | $125.81万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $650.41万 | 0.60% | 27,379 | -24,673 | -47.4% | -$586.13万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $657.28万 | 0.61% | 116,375 | -369 | -0.3% | -$2.08万 | 减仓 |
| V | VISA INC | $669.92万 | 0.62% | 19,526 | -13,531 | -40.9% | -$464.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $682.66万 | 0.63% | 9,442 | -23,980 | -71.7% | -$1,733.75万 | 减仓 |
| LOW | LOWES COS INC | $683.32万 | 0.63% | 30,991 | -11,648 | -27.3% | -$256.83万 | 减仓 |
| WELL | WELLTOWER INC | $747.79万 | 0.69% | 32,947 | -2,558 | -7.2% | -$58.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $827.61万 | 0.77% | 8,847 | -1,502 | -14.5% | -$140.51万 | 减仓 |
| GOOG | ALPHABET INC | $847.04万 | 0.79% | 23,973 | -1,839 | -7.1% | -$64.98万 | 减仓 |
| BLK | BLACKROCK INC | $881.24万 | 0.82% | 9,165 | 183 | 2.0% | $17.60万 | 加仓 |
| ORCL | ORACLE CORP | $957.71万 | 0.89% | 65,350 | 2,281 | 3.6% | $33.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $969.83万 | 0.90% | 58,508 | -21,015 | -26.4% | -$348.34万 | 减仓 |
| FTNT | FORTINET INC | $991.62万 | 0.92% | 64,550 | 2,994 | 4.9% | $45.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,004.49万 | 0.93% | 29,697 | -1,621 | -5.2% | -$54.83万 | 减仓 |
| CSCO | CISCO SYS INC | $1,031.92万 | 0.96% | 87,853 | -54,796 | -38.4% | -$643.63万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,048.18万 | 0.97% | 260,160 | -4,326 | -1.6% | -$17.43万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,099.11万 | 1.02% | 29,658 | 555 | 1.9% | $20.57万 | 加仓 |
| RTX | RTX CORPORATION | $1,111.77万 | 1.03% | 58,597 | 1,660 | 2.9% | $31.50万 | 加仓 |
| AVGO | BROADCOM INC | $1,121.89万 | 1.04% | 29,699 | -7,681 | -20.5% | -$290.15万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,154.35万 | 1.07% | 228,267 | 228,267 | — | $1,154.35万 | 新建仓 |
| KO | COCA COLA CO | $1,288.58万 | 1.20% | 158,556 | -18,569 | -10.5% | -$150.91万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,509.47万 | 1.40% | 102,937 | 10,790 | 11.7% | $158.22万 | 加仓 |
| QCOM | QUALCOMM INC | $1,522.18万 | 1.41% | 82,373 | -21,447 | -20.7% | -$396.32万 | 减仓 |
| ABBV | ABBVIE INC | $1,587.30万 | 1.47% | 63,078 | -14,309 | -18.5% | -$360.07万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,634.62万 | 1.52% | 348,756 | -30,098 | -7.9% | -$141.07万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1,682.08万 | 1.56% | 413,795 | 498 | 0.1% | $2.02万 | 加仓 |
| IJH | ISHARES TR | $1,736.13万 | 1.61% | 225,150 | 9,731 | 4.5% | $75.04万 | 加仓 |
| IJR | ISHARES TR | $1,743.58万 | 1.62% | 117,563 | -10,115 | -7.9% | -$150.02万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,770.51万 | 1.65% | 366,185 | 10,000 | 2.8% | $48.35万 | 加仓 |
| META | META PLATFORMS INC | $1,847.14万 | 1.72% | 32,792 | -11,480 | -25.9% | -$646.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,901.70万 | 1.77% | 38,004 | -230 | -0.6% | -$11.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,127.97万 | 1.98% | 21,041 | -6,709 | -24.2% | -$678.51万 | 减仓 |
| LLY | ELI LILLY & CO | $2,956.11万 | 2.75% | 24,646 | -4,785 | -16.3% | -$573.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,063.29万 | 2.85% | 52,733 | -4,818 | -8.4% | -$279.88万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,227.60万 | 3.00% | 367,274 | -49,992 | -12.0% | -$439.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,419.41万 | 3.18% | 104,464 | -16,957 | -14.0% | -$555.05万 | 减仓 |
| AMZN | AMAZON COM INC | $3,696.56万 | 3.43% | 155,096 | -32,361 | -17.3% | -$771.29万 | 减仓 |
| IVV | ISHARES TR | $3,784.91万 | 3.52% | 50,540 | -9,515 | -15.8% | -$712.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,368.14万 | 4.06% | 117,102 | -14,641 | -11.1% | -$546.14万 | 减仓 |
| GOOGL | ALPHABET INC | $5,002.85万 | 4.65% | 139,991 | -40,058 | -22.2% | -$1,431.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,647.33万 | 5.25% | 282,240 | -114,986 | -28.9% | -$2,300.75万 | 减仓 |
| AAPL | APPLE INC | $6,956.24万 | 6.46% | 240,401 | -45,234 | -15.8% | -$1,308.89万 | 减仓 |