13F 机构持仓

KMG FIDUCIARY PARTNERS, LLC

TOLEDO OH · SEC CIK 0001773205

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.5%
NVDA 5.2%
GOOGL 4.6%
MSFT 4.1%
IVV 3.5%
AMZN 3.4%
JPM 3.2%
SPYM 3.0%
AMD 2.8%
LLY 2.7%

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
VNLA JANUS DETROIT STR TR $00.00%0 -235,083-100.0% -$1,148.62万 清仓
AGG ISHARES TR $00.00%0 -100,110-100.0% -$993.79万 清仓
VRT VERTIV HOLDINGS CO $00.00%0 -33,030-100.0% -$827.67万 清仓
FSIG FIRST TR EXCHANGE-TRADED FD $00.00%0 -340,507-100.0% -$644.92万 清仓
FENI FIDELITY COVINGTON TRUST $00.00%0 -171,781-100.0% -$639.03万 清仓
GM GENERAL MTRS CO $00.00%0 -68,733-100.0% -$512.06万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -7,077-100.0% -$482.81万 清仓
JCPB J P MORGAN EXCHANGE TRADED F $00.00%0 -100,506-100.0% -$473.18万 清仓
SDVY FIRST TR EXCHANGE TRADED FD $00.00%0 -119,437-100.0% -$470.94万 清仓
FLQM FRANKLIN TEMPLETON ETF TR $00.00%0 -84,997-100.0% -$466.89万 清仓
FESM FIDELITY COVINGTON TRUST $00.00%0 -110,681-100.0% -$420.59万 清仓
USB US BANCORP $00.00%0 -75,098-100.0% -$390.59万 清仓
PSX PHILLIPS 66 $00.00%0 -21,413-100.0% -$390.11万 清仓
FEOE RBB FUND TRUST $00.00%0 -76,070-100.0% -$383.85万 清仓
— EXXON MOBIL CORP $00.00%0 -22,114-100.0% -$375.18万 清仓
RY ROYAL BK CDA $00.00%0 -20,146-100.0% -$325.92万 清仓
CI THE CIGNA GROUP $00.00%0 -11,745-100.0% -$313.29万 清仓
PYLD PIMCO ETF TR $00.00%0 -116,089-100.0% -$304.15万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -6,064-100.0% -$298.06万 清仓
MMM 3M CO $00.00%0 -18,711-100.0% -$271.75万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -43,677-100.0% -$264.90万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -52,150-100.0% -$262.42万 清仓
NTAP NETAPP INC $00.00%0 -24,600-100.0% -$251.88万 清仓
TFC TRUIST FINL CORP $00.00%0 -53,768-100.0% -$247.17万 清仓
EFG ISHARES TR $00.00%0 -22,058-100.0% -$245.66万 清仓
BITB BITWISE BITCOIN ETF TR $00.00%0 -66,079-100.0% -$243.24万 清仓
FTLS FIRST TR EXCH TRADED FD III $00.00%0 -29,247-100.0% -$205.78万 清仓
PJAN INNOVATOR ETFS TRUST $00.00%0 -44,492-100.0% -$205.24万 清仓
CCI CROWN CASTLE INC $00.00%0 -24,108-100.0% -$196.02万 清仓
EPS WISDOMTREE TR $00.00%0 -25,179-100.0% -$171.49万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -58,427-100.0% -$167.74万 清仓
LQD ISHARES TR $00.00%0 -13,712-100.0% -$149.45万 清仓
ADBE ADOBE INC $00.00%0 -6,114-100.0% -$148.62万 清仓
GOVT ISHARES TR $00.00%0 -63,237-100.0% -$144.88万 清仓
AOK ISHARES TR $00.00%0 -35,038-100.0% -$139.77万 清仓
IWD ISHARES TR $00.00%0 -5,818-100.0% -$124.31万 清仓
MUB ISHARES TR $00.00%0 -11,523-100.0% -$122.32万 清仓
IHDG WISDOMTREE TR $00.00%0 -22,992-100.0% -$110.71万 清仓
AOM ISHARES TR $00.00%0 -22,695-100.0% -$107.51万 清仓
NEAR ISHARES U S ETF TR $00.00%0 -20,617-100.0% -$104.81万 清仓
USHY ISHARES TR $00.00%0 -27,333-100.0% -$100.70万 清仓
KLAC KLA CORP $00.00%0 -6,010-100.0% -$88.52万 清仓
DWAS INVESCO EXCH TRADED FD TR II $00.00%0 -8,961-100.0% -$88.24万 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -7,056-100.0% -$83.70万 清仓
VO VANGUARD INDEX FDS $00.00%0 -11,484-100.0% -$82.44万 清仓
AVSC AMERICAN CENTY ETF TR $00.00%0 -11,090-100.0% -$69.09万 清仓
DWM WISDOMTREE TR $00.00%0 -9,747-100.0% -$68.12万 清仓
— WISDOMTREE TR $00.00%0 -19,153-100.0% -$63.44万 清仓
EES WISDOMTREE TR $00.00%0 -8,106-100.0% -$47.05万 清仓
MDYV SPDR SERIES TRUST $00.00%0 -4,848-100.0% -$41.28万 清仓
MFC MANULIFE FINL CORP $00.00%0 -11,217-100.0% -$38.63万 清仓
INTU INTUIT $00.00%0 -757-100.0% -$32.73万 清仓
UNIY WISDOMTREE TR $00.00%0 -6,340-100.0% -$30.71万 清仓
T AT&T INC $00.00%0 -10,375-100.0% -$30.08万 清仓
MPC MARATHON PETE CORP $00.00%0 -1,211-100.0% -$29.57万 清仓
SPYV SPDR SERIES TRUST $00.00%0 -5,164-100.0% -$29.22万 清仓
POCT INNOVATOR ETFS TRUST $00.00%0 -6,685-100.0% -$28.82万 清仓
PSEP INNOVATOR ETFS TRUST $00.00%0 -6,390-100.0% -$27.51万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -5,802-100.0% -$26.24万 清仓
BTC GRAYSCALE BITCOIN MINI TR ET $00.00%0 -8,410-100.0% -$25.22万 清仓
PJUL INNOVATOR ETFS TRUST $00.00%0 -5,388-100.0% -$24.77万 清仓
PMAY INNOVATOR ETFS TRUST $00.00%0 -6,109-100.0% -$24.40万 清仓
NSC NORFOLK SOUTHN CORP $00.00%0 -828-100.0% -$23.78万 清仓
AVLC AMERICAN CENTY ETF TR $00.00%0 -3,053-100.0% -$23.68万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -4,680-100.0% -$22.83万 清仓
— WESTERN COPPER & GOLD CORP $2.24万0.00%10,000 10,000— $2.24万 新建仓
NAT NORDIC AMERICAN TANKERS LIMI $5.91万0.01%10,672 -76,031-87.7% -$42.12万 重新持有
NULG NUSHARES ETF TR $20.86万0.02%1,782 1,782— $20.86万 新建仓
CL COLGATE PALMOLIVE CO $20.86万0.02%2,275 -762-25.1% -$6.99万 减仓
SO SOUTHERN CO $20.90万0.02%2,184 -2,256-50.8% -$21.59万 减仓
WDC WESTERN DIGITAL CORP $21.34万0.02%334 334— $21.34万 新建仓
PHM PULTE GROUP INC $22.65万0.02%1,651 -995-37.6% -$13.65万 减仓
NEM NEWMONT CORP $22.73万0.02%2,434 00.0% — 不变
MKC MCCORMICK & CO INC $22.79万0.02%4,520 00.0% — 不变
EQWL INVESCO EXCHANGE TRADED FD T $23.25万0.02%1,802 00.0% — 不变
DLN WISDOMTREE TR $23.50万0.02%2,439 -15,451-86.4% -$148.85万 减仓
COIN COINBASE GLOBAL INC $23.61万0.02%1,615 -5,405-77.0% -$79.02万 减仓
IVW ISHARES TR $25.02万0.02%1,819 -65,771-97.3% -$904.71万 减仓
VLY VALLEY NATL BANCORP $25.10万0.02%17,133 00.0% — 不变
TDG TRANSDIGM GROUP INC $25.18万0.02%189 -5-2.6% -$6,660 减仓
DGRO ISHARES TR $25.28万0.02%3,336 431.3% $3,259 加仓
LNT ALLIANT ENERGY CORP $25.48万0.02%3,340 -82-2.4% -$6,256 减仓
BKLC BNY MELLON ETF TRUST $26.01万0.02%1,814 -61,456-97.1% -$881.05万 减仓
QUAL ISHARES TR $26.46万0.02%1,206 302.6% $6,583 加仓
AVLV AMERICAN CENTY ETF TR $27.05万0.03%2,966 -110,172-97.4% -$1,004.91万 减仓
VYM VANGUARD WHITEHALL FDS $27.33万0.03%1,729 00.0% — 不变
IEFA ISHARES TR $27.91万0.03%2,890 -71,955-96.1% -$694.83万 减仓
HONA HONEYWELL AEROSPACE INC $27.92万0.03%1,263 1,263— $27.92万 新建仓
HON HONEYWELL INTL INC $28.28万0.03%1,263 -10,363-89.1% -$232.03万 减仓
GLW CORNING INC $29.55万0.03%1,157 -48,276-97.7% -$1,232.98万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $29.64万0.03%1,857 00.0% — 不变
IR INGERSOLL RAND INC $30.22万0.03%3,686 00.0% — 不变
RPM RPM INTL INC $30.33万0.03%2,729 -68-2.4% -$7,558 减仓
IVE ISHARES TR $30.49万0.03%1,343 -34,490-96.3% -$783.03万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $31.11万0.03%3,462 00.0% — 不变
ETN EATON CORP PLC $32.02万0.03%751 -132-14.9% -$5.63万 减仓
TT TRANE TECHNOLOGIES PLC $32.40万0.03%660 -16-2.4% -$7,854 减仓
FCEL FUELCELL ENERGY INC $32.41万0.03%9,000 9,000— $32.41万 新建仓
VIGI VANGUARD WHITEHALL FDS $33.42万0.03%3,579 00.0% — 不变
DELL DELL TECHNOLOGIES INC $34.10万0.03%790 -27,832-97.2% -$1,201.50万 减仓