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
RDVY FIRST TR EXCHANGE TRADED FD $160.87万0.15%19,846 -140,112-87.6% -$1,135.76万 减仓
IBIT ISHARES BITCOIN TRUST ETF $158.55万0.15%47,628 47,628— $158.55万 新建仓
SPG SIMON PPTY GROUP INC NEW $155.93万0.14%6,972 4,542186.9% $101.58万 加仓
BBY BEST BUY INC $152.50万0.14%20,098 15,750362.2% $119.51万 加仓
CTAS CINTAS CORP $151.76万0.14%8,923 -16,995-65.6% -$289.06万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.14%2 00.0% — 不变
LVHI LEGG MASON ETF INVT $148.25万0.14%36,528 -11,988-24.7% -$48.65万 减仓
TXN TEXAS INSTRS INC $139.78万0.13%4,689 -12-0.3% -$3,577 减仓
CMG CHIPOTLE MEXICAN GRILL INC $138.79万0.13%40,820 -26,903-39.7% -$91.47万 减仓
LULU LULULEMON ATHLETICA INC $135.05万0.13%11,828 11,828— $135.05万 新建仓
YUM YUM BRANDS INC $134.35万0.12%8,404 2643.2% $4.22万 加仓
JNJ JOHNSON & JOHNSON $133.06万0.12%5,239 -6,761-56.3% -$171.72万 减仓
BABA ALIBABA GROUP HLDG LTD $125.80万0.12%13,107 8316.8% $7.98万 加仓
SCHD SCHWAB STRATEGIC TR $125.38万0.12%39,540 4,00711.3% $12.71万 加仓
ADI ANALOG DEVICES INC $121.61万0.11%3,062 -189-5.8% -$7.51万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $121.21万0.11%24,909 1020.4% $4,963 加仓
VNQ VANGUARD INDEX FDS $119.81万0.11%12,425 2081.7% $2.01万 加仓
RWL INVESCO EXCH TRADED FD TR II $117.45万0.11%9,193 470.5% $6,005 加仓
NKE NIKE INC $116.75万0.11%28,441 23,352458.9% $95.86万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $116.18万0.11%10,292 -4,191-28.9% -$47.31万 减仓
GCOW PACER FDS TR $116.01万0.11%26,793 3191.2% $1.38万 加仓
IYH ISHARES TR $109.53万0.10%16,345 -439-2.6% -$2.94万 减仓
DOW DOW HLDGS INC $106.14万0.10%38,793 -45,791-54.1% -$125.28万 减仓
DTD WISDOMTREE TR $104.24万0.10%11,179 1211.1% $1.13万 加仓
VGT VANGUARD WORLD FD $103.68万0.10%8,675 -45-0.5% -$5,378 减仓
AVUV AMERICAN CENTY ETF TR $97.40万0.09%7,807 1261.6% $1.57万 加仓
BE BLOOM ENERGY CORP $91.32万0.08%3,017 -890-22.8% -$26.94万 减仓
SBUX STARBUCKS CORP $88.97万0.08%8,706 -21,906-71.6% -$223.85万 减仓
RSP INVESCO EXCHANGE TRADED FD T $85.51万0.08%4,019 59317.3% $12.62万 加仓
CGGR CAPITAL GROUP GROWTH ETF $84.34万0.08%17,868 2981.7% $1.41万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $78.47万0.07%28,711 -369,409-92.8% -$1,009.61万 减仓
ESGV VANGUARD WORLD FD $78.02万0.07%5,900 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $78.01万0.07%3,297 401.2% $9,465 加仓
OC OWENS CORNING NEW $77.43万0.07%4,871 -427-8.1% -$6.79万 减仓
BAC BANK OF AMER CORP $77.15万0.07%13,540 -380-2.7% -$2.17万 减仓
DIS DISNEY WALT CO $76.04万0.07%7,900 -25,761-76.5% -$247.94万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $74.17万0.07%17,523 1220.7% $5,164 加仓
MU MICRON TECHNOLOGY INC $73.27万0.07%635 635— $73.27万 新建仓
QQQE DIREXION SHARES ETF TRUST $72.63万0.07%5,953 -39-0.7% -$4,758 减仓
XLF SELECT SECTOR SPDR TR $71.10万0.07%13,262 -400-2.9% -$2.14万 减仓
IWY ISHARES TR $68.63万0.06%2,362 522.3% $1.51万 加仓
ABT ABBOTT LABORATORIES $66.26万0.06%7,302 -5,735-44.0% -$52.04万 减仓
SAIA SAIA INC $64.61万0.06%1,534 00.0% — 不变
ALL ALLSTATE CORP $59.81万0.06%2,514 -16,516-86.8% -$392.93万 减仓
FHN FIRST HORIZON CORPORATION $58.72万0.05%22,900 -602-2.6% -$1.54万 减仓
SMH VANECK ETF TRUST $58.44万0.05%891 -1-0.1% -$656 减仓
VBR VANGUARD INDEX FDS $54.31万0.05%2,235 52030.3% $12.64万 加仓
HCA HCA HEALTHCARE INC $53.88万0.05%1,382 00.0% — 不变
SUSA ISHARES TR $52.27万0.05%3,388 351.0% $5,400 加仓
AIQ GLOBAL X FDS $51.75万0.05%7,888 -33,931-81.1% -$222.62万 减仓
FDVV FIDELITY COVINGTON TRUST $51.33万0.05%8,514 -97,198-91.9% -$585.99万 减仓
QQQ INVESCO QQQ TR $51.03万0.05%693 -337-32.7% -$24.82万 减仓
RWJ INVESCO EXCH TRADED FD TR II $50.83万0.05%8,542 -61-0.7% -$3,630 减仓
WM WASTE MGMT INC DEL $49.28万0.05%2,211 -65-2.9% -$1.45万 减仓
VOO VANGUARD INDEX FDS $48.69万0.05%709 599.1% $4.05万 加仓
XLI SELECT SECTOR SPDR TR $47.57万0.04%2,568 00.0% — 不变
GE GE AEROSPACE $45.97万0.04%1,230 -97-7.3% -$3.63万 减仓
VST VISTRA CORP $45.17万0.04%2,847 2077.8% $3.28万 加仓
MET METLIFE INC $43.93万0.04%5,192 -57,138-91.7% -$483.42万 减仓
VHT VANGUARD WORLD FD $43.45万0.04%1,453 23219.0% $6.94万 加仓
AMP AMERIPRISE FINL INC $41.66万0.04%908 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $40.99万0.04%23,121 00.0% — 不变
IAU ISHARES GOLD TR $40.72万0.04%5,392 00.0% — 不变
CIEN CIENA CORP $39.59万0.04%807 00.0% — 不变
STLD STEEL DYNAMICS INC $38.85万0.04%1,693 00.0% — 不变
HDV ISHARES TR $38.19万0.04%13,933 3332.4% $9,128 加仓
ONTO ONTO INNOVATION INC $37.84万0.04%1,000 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $37.57万0.03%4,357 4,357— $37.57万 新建仓
HYG ISHARES TR $36.76万0.03%4,597 751.7% $5,997 加仓
FITB FIFTH THIRD BANCORP $36.41万0.03%6,460 -1,199-15.7% -$6.76万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $36.13万0.03%7,077 200.3% $1,021 加仓
SCHW SCHWAB CHARLES CORP $36.10万0.03%3,912 -1,947-33.2% -$17.97万 减仓
DELL DELL TECHNOLOGIES INC $34.10万0.03%790 -27,832-97.2% -$1,201.50万 减仓
VIGI VANGUARD WHITEHALL FDS $33.42万0.03%3,579 00.0% — 不变
FCEL FUELCELL ENERGY INC $32.41万0.03%9,000 9,000— $32.41万 新建仓
TT TRANE TECHNOLOGIES PLC $32.40万0.03%660 -16-2.4% -$7,854 减仓
ETN EATON CORP PLC $32.02万0.03%751 -132-14.9% -$5.63万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $31.11万0.03%3,462 00.0% — 不变
IVE ISHARES TR $30.49万0.03%1,343 -34,490-96.3% -$783.03万 减仓
RPM RPM INTL INC $30.33万0.03%2,729 -68-2.4% -$7,558 减仓
IR INGERSOLL RAND INC $30.22万0.03%3,686 00.0% — 不变
QQEW FIRST TR EXCHANGE-TRADED FD $29.64万0.03%1,857 00.0% — 不变
GLW CORNING INC $29.55万0.03%1,157 -48,276-97.7% -$1,232.98万 减仓
HON HONEYWELL INTL INC $28.28万0.03%1,263 -10,363-89.1% -$232.03万 减仓
HONA HONEYWELL AEROSPACE INC $27.92万0.03%1,263 1,263— $27.92万 新建仓
IEFA ISHARES TR $27.91万0.03%2,890 -71,955-96.1% -$694.83万 减仓
VYM VANGUARD WHITEHALL FDS $27.33万0.03%1,729 00.0% — 不变
AVLV AMERICAN CENTY ETF TR $27.05万0.03%2,966 -110,172-97.4% -$1,004.91万 减仓
QUAL ISHARES TR $26.46万0.02%1,206 302.6% $6,583 加仓
BKLC BNY MELLON ETF TRUST $26.01万0.02%1,814 -61,456-97.1% -$881.05万 减仓
LNT ALLIANT ENERGY CORP $25.48万0.02%3,340 -82-2.4% -$6,256 减仓
DGRO ISHARES TR $25.28万0.02%3,336 431.3% $3,259 加仓
TDG TRANSDIGM GROUP INC $25.18万0.02%189 -5-2.6% -$6,660 减仓
VLY VALLEY NATL BANCORP $25.10万0.02%17,133 00.0% — 不变
IVW ISHARES TR $25.02万0.02%1,819 -65,771-97.3% -$904.71万 减仓
COIN COINBASE GLOBAL INC $23.61万0.02%1,615 -5,405-77.0% -$79.02万 减仓
DLN WISDOMTREE TR $23.50万0.02%2,439 -15,451-86.4% -$148.85万 减仓
EQWL INVESCO EXCHANGE TRADED FD T $23.25万0.02%1,802 00.0% — 不变
MKC MCCORMICK & CO INC $22.79万0.02%4,520 00.0% — 不变
NEM NEWMONT CORP $22.73万0.02%2,434 00.0% — 不变