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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $330.39万 | 0.24% | 113,420 | 3,552 | 3.2% | $10.35万 | 加仓 |
| RY | ROYAL BK CDA | $325.92万 | 0.24% | 20,146 | -195 | -1.0% | -$3.15万 | 减仓 |
| DIS | DISNEY WALT CO | $324.42万 | 0.24% | 33,661 | -689 | -2.0% | -$6.64万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $315.47万 | 0.23% | 364,289 | 3,721 | 1.0% | $3.22万 | 加仓 |
| CI | THE CIGNA GROUP | $313.29万 | 0.23% | 11,745 | 317 | 2.8% | $8.46万 | 加仓 |
| PYLD | PIMCO ETF TR | $304.15万 | 0.22% | 116,089 | 98,995 | 579.1% | $259.37万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $298.06万 | 0.22% | 6,064 | 246 | 4.2% | $12.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $293.33万 | 0.22% | 12,000 | 148 | 1.2% | $3.62万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $277.55万 | 0.21% | 65,244 | 373 | 0.6% | $1.59万 | 加仓 |
| NVO | NOVO-NORDISK A S | $274.64万 | 0.20% | 74,733 | 5,796 | 8.4% | $21.30万 | 加仓 |
| SBUX | STARBUCKS CORP | $274.25万 | 0.20% | 30,612 | 809 | 2.7% | $7.25万 | 加仓 |
| MMM | 3M CO | $271.75万 | 0.20% | 18,711 | 114 | 0.6% | $1.66万 | 加仓 |
| MCD | MCDONALDS CORP | $269.88万 | 0.20% | 8,684 | -395 | -4.4% | -$12.28万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $264.90万 | 0.20% | 43,677 | 527 | 1.2% | $3.20万 | 加仓 |
| PFF | ISHARES TR | $263.02万 | 0.19% | 86,750 | 2,166 | 2.6% | $6.57万 | 加仓 |
| — | HONEYWELL INTL INC | $262.79万 | 0.19% | 11,626 | 373 | 3.3% | $8.43万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $262.42万 | 0.19% | 52,150 | -856 | -1.6% | -$4.31万 | 减仓 |
| WMT | WALMART INC | $258.05万 | 0.19% | 20,764 | 326 | 1.6% | $4.05万 | 加仓 |
| COWZ | PACER FDS TR | $256.67万 | 0.19% | 41,027 | 590 | 1.5% | $3.69万 | 加仓 |
| NTAP | NETAPP INC | $251.88万 | 0.19% | 24,600 | 595 | 2.5% | $6.09万 | 加仓 |
| AMGN | AMGEN INC | $249.75万 | 0.18% | 7,098 | -114 | -1.6% | -$4.01万 | 减仓 |
| TFC | TRUIST FINL CORP | $247.17万 | 0.18% | 53,768 | 1,049 | 2.0% | $4.82万 | 加仓 |
| EFG | ISHARES TR | $245.66万 | 0.18% | 22,058 | -663 | -2.9% | -$7.38万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $243.24万 | 0.18% | 66,079 | 960 | 1.5% | $3.53万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $242.19万 | 0.18% | 80,541 | 3,977 | 5.2% | $11.96万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $238.88万 | 0.18% | 138,725 | 3,305 | 2.4% | $5.69万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $226.66万 | 0.17% | 31,511 | -441 | -1.4% | -$3.17万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $220.64万 | 0.16% | 39,740 | 863 | 2.2% | $4.79万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $216.78万 | 0.16% | 67,723 | 2,220 | 3.4% | $7.11万 | 加仓 |
| HD | HOME DEPOT INC | $207.43万 | 0.15% | 6,307 | 312 | 5.2% | $10.26万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $205.78万 | 0.15% | 29,247 | 3,261 | 12.5% | $22.94万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $205.24万 | 0.15% | 44,492 | 585 | 1.3% | $2.70万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $196.87万 | 0.15% | 70,689 | 1,636 | 2.4% | $4.56万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $196.68万 | 0.15% | 48,516 | -454 | -0.9% | -$1.84万 | 减仓 |
| CCI | CROWN CASTLE INC | $196.02万 | 0.14% | 24,108 | 1,107 | 4.8% | $9.00万 | 加仓 |
| AIQ | GLOBAL X FDS | $195.17万 | 0.14% | 41,819 | -1,379 | -3.2% | -$6.44万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $179.91万 | 0.13% | 46,828 | 371 | 0.8% | $1.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $178.99万 | 0.13% | 5,579 | -1,919 | -25.6% | -$61.57万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $177.40万 | 0.13% | 4,544 | -140 | -3.0% | -$5.47万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $173.99万 | 0.13% | 77,882 | 3,134 | 4.2% | $7.00万 | 加仓 |
| EPS | WISDOMTREE TR | $171.49万 | 0.13% | 25,179 | -2,080 | -7.6% | -$14.17万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $167.74万 | 0.12% | 58,427 | 3,189 | 5.8% | $9.16万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $166.50万 | 0.12% | 36,473 | 2,834 | 8.4% | $12.94万 | 加仓 |
| INTC | INTEL CORP | $163.71万 | 0.12% | 37,097 | -101,016 | -73.1% | -$445.78万 | 减仓 |
| DLN | WISDOMTREE TR | $159.82万 | 0.12% | 17,890 | -1,141 | -6.0% | -$10.19万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $154.02万 | 0.11% | 12,276 | -262 | -2.1% | -$3.29万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $149.71万 | 0.11% | 14,483 | 273 | 1.9% | $2.82万 | 加仓 |
| LQD | ISHARES TR | $149.45万 | 0.11% | 13,712 | -221 | -1.6% | -$2.41万 | 减仓 |
| ADBE | ADOBE INC | $148.62万 | 0.11% | 6,114 | 26 | 0.4% | $6,320 | 加仓 |
| GOVT | ISHARES TR | $144.88万 | 0.11% | 63,237 | -766 | -1.2% | -$1.75万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.11% | 2 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES TR | $139.77万 | 0.10% | 35,038 | 1,120 | 3.3% | $4.47万 | 加仓 |
| C | CITIGROUP INC | $137.60万 | 0.10% | 12,133 | 477 | 4.1% | $5.41万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $133.85万 | 0.10% | 13,037 | -1,391 | -9.6% | -$14.28万 | 减仓 |
| YUM | YUM BRANDS INC | $126.56万 | 0.09% | 8,140 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $126.02万 | 0.09% | 24,807 | -99 | -0.4% | -$5,029 | 减仓 |
| IWD | ISHARES TR | $124.31万 | 0.09% | 5,818 | 39 | 0.7% | $8,333 | 加仓 |
| COIN | COINBASE GLOBAL INC | $122.58万 | 0.09% | 7,020 | 199 | 2.9% | $3.47万 | 加仓 |
| GCOW | PACER FDS TR | $122.42万 | 0.09% | 26,474 | -111 | -0.4% | -$5,133 | 减仓 |
| MUB | ISHARES TR | $122.32万 | 0.09% | 11,523 | -238 | -2.0% | -$2.53万 | 减仓 |
| IHDG | WISDOMTREE TR | $110.71万 | 0.08% | 22,992 | 754 | 3.4% | $3.63万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $109.01万 | 0.08% | 35,533 | 100 | 0.3% | $3,068 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $108.36万 | 0.08% | 12,217 | -109 | -0.9% | -$9,668 | 减仓 |
| AOM | ISHARES TR | $107.51万 | 0.08% | 22,695 | -401 | -1.7% | -$1.90万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $105.09万 | 0.08% | 9,146 | 45 | 0.5% | $5,171 | 加仓 |
| NEAR | ISHARES U S ETF TR | $104.81万 | 0.08% | 20,617 | 2,982 | 16.9% | $15.16万 | 加仓 |
| IYH | ISHARES TR | $103.46万 | 0.08% | 16,784 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $103.43万 | 0.08% | 3,251 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $102.62万 | 0.08% | 88,929 | -42,133 | -32.1% | -$48.62万 | 减仓 |
| USHY | ISHARES TR | $100.70万 | 0.07% | 27,333 | 4,007 | 17.2% | $14.76万 | 加仓 |
| DTD | WISDOMTREE TR | $95.50万 | 0.07% | 11,058 | 142 | 1.3% | $1.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $92.97万 | 0.07% | 14,088 | 763 | 5.7% | $5.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $91.27万 | 0.07% | 4,701 | -444 | -8.6% | -$8.62万 | 减仓 |
| KLAC | KLA CORP | $88.52万 | 0.07% | 601 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO EXCH TRADED FD TR II | $88.24万 | 0.07% | 8,961 | -18,338 | -67.2% | -$180.57万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $84.86万 | 0.06% | 7,681 | 106 | 1.4% | $1.17万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $83.70万 | 0.06% | 7,056 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $82.44万 | 0.06% | 2,871 | -253 | -8.1% | -$7.27万 | 减仓 |
| TMUS | T-MOBILE US INC | $78.99万 | 0.06% | 3,761 | 160 | 4.4% | $3.36万 | 加仓 |
| VGT | VANGUARD WORLD FD | $76.05万 | 0.06% | 1,090 | -11 | -1.0% | -$7,675 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $70.61万 | 0.05% | 17,570 | 681 | 4.0% | $2.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.05万 | 0.05% | 3,257 | 182 | 5.9% | $3.91万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $69.09万 | 0.05% | 11,090 | -40,800 | -78.6% | -$254.18万 | 减仓 |
| DWM | WISDOMTREE TR | $68.12万 | 0.05% | 9,747 | -3,284 | -25.2% | -$22.95万 | 减仓 |
| BAC | BANK AMERICA CORP | $67.86万 | 0.05% | 13,920 | -3 | -0.0% | -$146 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $67.45万 | 0.05% | 13,662 | 1 | 0.0% | $49 | 加仓 |
| ESGV | VANGUARD WORLD FD | $66.24万 | 0.05% | 5,900 | 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 |
| HCA | HCA HEALTHCARE INC | $65.40万 | 0.05% | 1,382 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $63.44万 | 0.05% | 19,153 | -2,159 | -10.1% | -$7.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $59.44万 | 0.04% | 1,030 | 2 | 0.2% | $1,154 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $59.04万 | 0.04% | 5,992 | -150 | -2.4% | -$1.48万 | 减仓 |
| BX | BLACKSTONE INC | $58.51万 | 0.04% | 5,088 | 828 | 19.4% | $9.52万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $58.07万 | 0.04% | 17,401 | -7 | -0.0% | -$234 | 减仓 |
| IWY | ISHARES TR | $57.47万 | 0.04% | 2,310 | 31 | 1.4% | $7,713 | 加仓 |
| OC | OWENS CORNING NEW | $57.34万 | 0.04% | 5,298 | 576 | 12.2% | $6.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $55.06万 | 0.04% | 5,859 | 1 | 0.0% | $94 | 加仓 |
| SAIA | SAIA INC | $53.89万 | 0.04% | 1,534 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $53.49万 | 0.04% | 23,502 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $52.94万 | 0.04% | 3,907 | -350 | -8.2% | -$4.74万 | 减仓 |