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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -2,609 | -100.0% | -$103.40万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -773 | -100.0% | -$37.71万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -4,897 | -100.0% | -$34.16万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,216 | -100.0% | -$31.76万 | 清仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,152 | -100.0% | -$28.35万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,480 | -100.0% | -$28.27万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -950 | -100.0% | -$24.44万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,460 | -100.0% | -$23.46万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,290 | -100.0% | -$23.27万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,524 | -100.0% | -$21.00万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -760 | -100.0% | -$20.39万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $20.51万 | 0.02% | 1,000 | 1,000 | — | $20.51万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $20.77万 | 0.02% | 1,802 | 1,802 | — | $20.77万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $21.04万 | 0.02% | 17,133 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $21.70万 | 0.02% | 3,462 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $22.43万 | 0.02% | 194 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.56万 | 0.02% | 1,176 | -7 | -0.6% | -$1,343 | 减仓 |
| MKC | MCCORMICK & CO INC | $22.80万 | 0.02% | 4,520 | -7 | -0.2% | -$353 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $22.83万 | 0.02% | 4,680 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $23.11万 | 0.02% | 3,293 | 140 | 4.4% | $9,824 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $23.58万 | 0.02% | 1,857 | -54 | -2.8% | -$6,857 | 减仓 |
| GEV | GE VERNOVA INC | $23.58万 | 0.02% | 270 | -128 | -32.2% | -$11.18万 | 重新持有 |
| AVLC | AMERICAN CENTY ETF TR | $23.68万 | 0.02% | 3,053 | 3,053 | — | $23.68万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $23.78万 | 0.02% | 828 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $24.40万 | 0.02% | 6,109 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $24.56万 | 0.02% | 3,422 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $24.77万 | 0.02% | 5,388 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $25.22万 | 0.02% | 8,410 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $25.61万 | 0.02% | 1,729 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.88万 | 0.02% | 3,037 | 11 | 0.4% | $938 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $26.24万 | 0.02% | 5,802 | 739 | 14.6% | $3.34万 | 加仓 |
| NEM | NEWMONT CORP | $26.35万 | 0.02% | 2,434 | 1 | 0.0% | $108 | 加仓 |
| NKE | NIKE INC | $26.88万 | 0.02% | 5,089 | 1,509 | 42.2% | $7.97万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $27.51万 | 0.02% | 6,390 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $27.80万 | 0.02% | 2,797 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $27.91万 | 0.02% | 4,348 | 619 | 16.6% | $3.97万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $28.16万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $28.82万 | 0.02% | 6,685 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $29.22万 | 0.02% | 5,164 | 5,164 | — | $29.22万 | 新建仓 |
| IR | INGERSOLL RAND INC | $29.53万 | 0.02% | 3,686 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $29.57万 | 0.02% | 1,211 | 0 | 0.0% | — | 重新持有 |
| T | AT&T INC | $30.08万 | 0.02% | 10,375 | 358 | 3.6% | $1.04万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $30.47万 | 0.02% | 1,693 | 0 | 0.0% | — | 不变 |
| UNIY | WISDOMTREE TR | $30.71万 | 0.02% | 6,340 | 6,340 | — | $30.71万 | 新建仓 |
| PHM | PULTE GROUP INC | $31.12万 | 0.02% | 2,646 | -480 | -15.4% | -$5.65万 | 减仓 |
| CIEN | CIENA CORP | $31.33万 | 0.02% | 807 | 807 | — | $31.33万 | 新建仓 |
| ETN | EATON CORP PLC | $31.58万 | 0.02% | 883 | 1 | 0.1% | $358 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $31.66万 | 0.02% | 3,579 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $32.73万 | 0.02% | 757 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $33.25万 | 0.02% | 1,221 | -5 | -0.4% | -$1,362 | 减仓 |
| SMH | VANECK ETF TRUST | $34.20万 | 0.03% | 892 | -147 | -14.1% | -$5.64万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $35.58万 | 0.03% | 7,659 | 2,675 | 53.7% | $12.43万 | 加仓 |
| HYG | ISHARES TR | $35.97万 | 0.03% | 4,522 | -6 | -0.1% | -$477 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $36.18万 | 0.03% | 23,121 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $36.92万 | 0.03% | 2,720 | 10 | 0.4% | $1,357 | 加仓 |
| VBR | VANGUARD INDEX FDS | $37.26万 | 0.03% | 1,715 | 211 | 14.0% | $4.58万 | 加仓 |
| GE | GE AEROSPACE | $37.67万 | 0.03% | 1,327 | -84 | -6.0% | -$2.38万 | 减仓 |
| MFC | MANULIFE FINL CORP | $38.63万 | 0.03% | 11,217 | -4 | -0.0% | -$138 | 减仓 |
| VOO | VANGUARD INDEX FDS | $38.83万 | 0.03% | 650 | 55 | 9.2% | $3.29万 | 加仓 |
| VST | VISTRA CORP | $39.69万 | 0.03% | 2,640 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $40.35万 | 0.03% | 908 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $41.28万 | 0.03% | 4,848 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $41.53万 | 0.03% | 2,568 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $41.66万 | 0.03% | 7,057 | -7,554 | -51.7% | -$44.59万 | 减仓 |
| SO | SOUTHERN CO | $42.86万 | 0.03% | 4,440 | -5 | -0.1% | -$483 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $43.43万 | 0.03% | 8,603 | -2 | -0.0% | -$101 | 减仓 |
| SUSA | ISHARES TR | $44.29万 | 0.03% | 3,353 | -40 | -1.2% | -$5,284 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $45.32万 | 0.03% | 2,430 | 282 | 13.1% | $5.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.01万 | 0.03% | 1,391 | 641 | 85.5% | $21.66万 | 重新持有 |
| EES | WISDOMTREE TR | $47.05万 | 0.03% | 8,106 | -2,493 | -23.5% | -$14.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $47.54万 | 0.04% | 5,392 | 83 | 1.6% | $7,317 | 加仓 |
| WM | WASTE MGMT INC DEL | $52.30万 | 0.04% | 2,276 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $52.94万 | 0.04% | 3,907 | -350 | -8.2% | -$4.74万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $53.49万 | 0.04% | 23,502 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $53.89万 | 0.04% | 1,534 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $55.06万 | 0.04% | 5,859 | 1 | 0.0% | $94 | 加仓 |
| OC | OWENS CORNING NEW | $57.34万 | 0.04% | 5,298 | 576 | 12.2% | $6.23万 | 加仓 |
| IWY | ISHARES TR | $57.47万 | 0.04% | 2,310 | 31 | 1.4% | $7,713 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $58.07万 | 0.04% | 17,401 | -7 | -0.0% | -$234 | 减仓 |
| BX | BLACKSTONE INC | $58.51万 | 0.04% | 5,088 | 828 | 19.4% | $9.52万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $59.04万 | 0.04% | 5,992 | -150 | -2.4% | -$1.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $59.44万 | 0.04% | 1,030 | 2 | 0.2% | $1,154 | 加仓 |
| — | WISDOMTREE TR | $63.44万 | 0.05% | 19,153 | -2,159 | -10.1% | -$7.15万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $65.40万 | 0.05% | 1,382 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $65.75万 | 0.05% | 3,426 | 231 | 7.2% | $4.43万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $66.24万 | 0.05% | 5,900 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $67.45万 | 0.05% | 13,662 | 1 | 0.0% | $49 | 加仓 |
| BAC | BANK AMERICA CORP | $67.86万 | 0.05% | 13,920 | -3 | -0.0% | -$146 | 减仓 |
| DWM | WISDOMTREE TR | $68.12万 | 0.05% | 9,747 | -3,284 | -25.2% | -$22.95万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $69.09万 | 0.05% | 11,090 | -40,800 | -78.6% | -$254.18万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.05万 | 0.05% | 3,257 | 182 | 5.9% | $3.91万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $70.61万 | 0.05% | 17,570 | 681 | 4.0% | $2.74万 | 加仓 |
| VGT | VANGUARD WORLD FD | $76.05万 | 0.06% | 1,090 | -11 | -1.0% | -$7,675 | 减仓 |
| TMUS | T-MOBILE US INC | $78.99万 | 0.06% | 3,761 | 160 | 4.4% | $3.36万 | 加仓 |
| VO | VANGUARD INDEX FDS | $82.44万 | 0.06% | 2,871 | -253 | -8.1% | -$7.27万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $83.70万 | 0.06% | 7,056 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $84.86万 | 0.06% | 7,681 | 106 | 1.4% | $1.17万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $88.24万 | 0.07% | 8,961 | -18,338 | -67.2% | -$180.57万 | 减仓 |
| KLAC | KLA CORP | $88.52万 | 0.07% | 601 | 0 | 0.0% | — | 不变 |