13F 机构持仓

FIDUCIARY FINANCIAL ADVISORS

GRAND RAPIDS MI · SEC CIK 0002116119

2026Q22026Q1 更早 9 个季度 🔒
$9.84亿2026Q2 申报市值
2,786持仓数
21.0%前十大占比 · 第一大 4.3%
2717 / 8新建仓 / 清仓
申报市值走势$9.84亿2026Q2
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

SPYM 4.3%
AVLV 3.1%
AVUV 2.0%
AVDE 1.9%
DIMENSIONAL ET 1.7%
XLG 1.7%
PYLD 1.6%
SCHD 1.6%
AVEM 1.5%
AVUS 1.5%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$4,185.46万
DIMENSIONAL ETF 新建仓+$1,716.66万
AVLV 加仓+$1,709.18万
XLG 加仓+$1,658.97万
PYLD 新建仓+$1,611.58万

2026Q2 卖出最多 按季末市值估算

DFSI 减仓-$16.55万
AVIG 减仓-$5.78万
DFSU 减仓-$5.42万

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
MTX MINERALS TECHNOLOGIES INC $1,3320.00%19 19— $1,332 新建仓
XP XP INC $1,3330.00%83 83— $1,333 新建仓
TDW TIDEWATER INC NEW $1,3340.00%21 21— $1,334 新建仓
CGW INVESCO EXCH TRADED FD TR II $1,3340.00%20 20— $1,334 新建仓
WHR WHIRLPOOL CORP $1,3400.00%34 34— $1,340 新建仓
OUT OUTFRONT MEDIA INC $1,3430.00%41 41— $1,343 新建仓
WLY WILEY JOHN & SONS INC $1,3590.00%29 29— $1,359 新建仓
ICL ICL GROUP LTD $1,3600.00%273 273— $1,360 新建仓
SITE SITEONE LANDSCAPE SUPPLY INC $1,3720.00%13 13— $1,372 新建仓
TMC TMC THE METALS COMPANY INC $1,3730.00%310 310— $1,373 新建仓
WPP WPP PLC NEW $1,3780.00%90 90— $1,378 新建仓
AMRC AMERESCO INC $1,3800.00%50 50— $1,380 新建仓
SPHR SPHERE ENTERTAINMENT CO $1,3840.00%8 8— $1,384 新建仓
CC CHEMOURS CO $1,3950.00%71 71— $1,395 新建仓
OSCR OSCAR HEALTH INC $1,3980.00%52 52— $1,398 新建仓
AVNT AVIENT CORPORATION $1,4050.00%40 40— $1,405 新建仓
BNL BROADSTONE NET LEASE INC $1,4060.00%69 69— $1,406 新建仓
PLNT PLANET FITNESS MASTER ISSUER $1,4080.00%27 27— $1,408 新建仓
AEO AMERICAN EAGLE OUTFITTERS IN $1,4110.00%86 86— $1,411 新建仓
RGNX REGENXBIO INC $1,4140.00%118 118— $1,414 新建仓
HWKN HAWKINS INC $1,4210.00%11 11— $1,421 新建仓
SNDR SCHNEIDER NATIONAL INC $1,4240.00%41 41— $1,424 新建仓
IRTC IRHYTHM HOLDINGS INC $1,4280.00%14 14— $1,428 新建仓
IEUR ISHARES TR $1,4280.00%19 19— $1,428 新建仓
SBCF SEACOAST BKG CORP FLA $1,4300.00%44 44— $1,430 新建仓
VSNT VERSANT MEDIA GROUP INC $1,4400.00%41 41— $1,440 新建仓
TREX TREX INC $1,4510.00%29 29— $1,451 新建仓
— BLACKROCK ETF TRUST $1,4510.00%25 25— $1,451 新建仓
NICE NICE LTD $1,4530.00%19 19— $1,453 新建仓
ENIC ENEL CHILE SA $1,4580.00%324 324— $1,458 新建仓
NOVT NOVANTA INC $1,4590.00%9 9— $1,459 新建仓
HODL VANECK BITCOIN ETF $1,4620.00%88 88— $1,462 新建仓
PTON PELOTON INTERACTIVE INC $1,4660.00%250 250— $1,466 新建仓
OLN OLIN CORP $1,4660.00%75 75— $1,466 新建仓
FFLC FIDELITY COVINGTON TRUST $1,4760.00%26 26— $1,476 新建仓
PRGO PERRIGO CO PLC $1,4760.00%142 142— $1,476 新建仓
PTEN PATTERSON-UTI ENERGY INC $1,4780.00%165 165— $1,478 新建仓
CRC CALIFORNIA RES CORP $1,4810.00%29 29— $1,481 新建仓
VOD VODAFONE GROUP PLC $1,4810.00%113 113— $1,481 新建仓
WSBC WESBANCO INC $1,4830.00%41 41— $1,483 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $1,4830.00%29 29— $1,483 新建仓
BCE BCE INC $1,4840.00%70 70— $1,484 新建仓
RITM RITHM CAPITAL CORP $1,4840.00%158 158— $1,484 新建仓
KYMR KYMERA THERAPEUTICS INC $1,4910.00%14 14— $1,491 新建仓
BGSI BOYD GROUP SERVICES INC $1,5140.00%17 17— $1,514 新建仓
AMRX AMNEAL PHARMACEUTICALS INC $1,5230.00%90 90— $1,523 新建仓
NMRK NEWMARK GROUP INC $1,5410.00%105 105— $1,541 新建仓
FIBK FIRST INTST BANCSYSTEM INC $1,5420.00%42 42— $1,542 新建仓
FBK FB FINL CORP $1,5500.00%29 29— $1,550 新建仓
YUMC YUM CHINA HLDGS INC $1,5530.00%39 39— $1,553 新建仓
SQM SOCIEDAD QUIMICA Y MINERA DE $1,5550.00%22 22— $1,555 新建仓
GFF GRIFFON CORP $1,5610.00%17 17— $1,561 新建仓
ITB ISHARES TR $1,5690.00%16 16— $1,569 新建仓
AIR AAR CORP $1,5730.00%12 12— $1,573 新建仓
LYG LLOYDS BANKING GROUP PLC $1,5860.00%272 272— $1,586 新建仓
ITRN ITURAN LOCATION AND CONTROL $1,5860.00%26 26— $1,586 新建仓
FFBC 1ST FINL BANCORP $1,5900.00%50 50— $1,590 新建仓
BMO BANK MONTREAL MEDIUM $1,5910.00%10 10— $1,591 新建仓
— ATKORE INC $1,5960.00%23 23— $1,596 新建仓
CNS COHEN & STEERS INC $1,5990.00%22 22— $1,599 新建仓
ISCF ISHARES TR $1,6020.00%37 37— $1,602 新建仓
APPF APPFOLIO INC $1,6030.00%10 10— $1,603 新建仓
— NUVALENT INC $1,6060.00%13 13— $1,606 新建仓
AMH AMERICAN HOMES 4 RENT $1,6090.00%49 49— $1,609 新建仓
WAFD WAFD INC $1,6110.00%43 43— $1,611 新建仓
WERN WERNER ENTERPRISES INC $1,6140.00%37 37— $1,614 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $1,6150.00%38 38— $1,615 新建仓
PATK PATRICK INDS INC $1,6160.00%20 20— $1,616 新建仓
SPXL DIREXION SHARES ETF TRUST $1,6240.00%6 6— $1,624 新建仓
WFG WEST FRASER TIMBER CO LTD $1,6260.00%27 27— $1,626 新建仓
TDS TELEPHONE & DATA SYS INC $1,6280.00%45 45— $1,628 新建仓
NVMI NOVA LTD $1,6290.00%3 3— $1,629 新建仓
KD KYNDRYL HLDGS INC $1,6300.00%147 147— $1,630 新建仓
TRI THOMSON REUTERS CORP $1,6330.00%23 23— $1,633 新建仓
MTN VAIL RESORTS INC $1,6340.00%13 13— $1,634 新建仓
TEAM ATLASSIAN CORPORATION $1,6350.00%23 23— $1,635 新建仓
LRN STRIDE INC $1,6380.00%21 21— $1,638 新建仓
HOG HARLEY DAVIDSON INC $1,6380.00%69 69— $1,638 新建仓
— AEMETIS INC $1,6400.00%1,000 1,000— $1,640 新建仓
FNDC SCHWAB STRATEGIC TR $1,6510.00%34 34— $1,651 新建仓
PAAS PAN AMERN SILVER CORP $1,6570.00%38 38— $1,657 新建仓
PPC PILGRIMS PRIDE CORP $1,6590.00%61 61— $1,659 新建仓
— CALAMOS ETF TR $1,6750.00%60 60— $1,675 新建仓
AAP ADVANCE AUTO PARTS INC $1,6800.00%29 29— $1,680 新建仓
NIO NIO INC $1,6850.00%333 333— $1,685 新建仓
SFNC SIMMONS FIRST NATL CORP $1,6990.00%77 77— $1,699 新建仓
EXLS EXLSERVICE HLDGS INC $1,7070.00%68 68— $1,707 新建仓
LULU LULULEMON ATHLETICA INC $1,7120.00%15 15— $1,712 新建仓
DT DYNATRACE INC $1,7140.00%42 42— $1,714 新建仓
TME TENCENT MUSIC ENTMT GROUP $1,7280.00%208 208— $1,728 新建仓
HAYW HAYWARD HLDGS INC $1,7310.00%103 103— $1,731 新建仓
WING WINGSTOP INC $1,7330.00%11 11— $1,733 新建仓
JBTM JBT MAREL CORPORATION $1,7400.00%12 12— $1,740 新建仓
RNST RENASANT CORP $1,7450.00%44 44— $1,745 新建仓
KC KINGSOFT CLOUD HLDGS LTD $1,7560.00%194 194— $1,756 新建仓
FLG FLAGSTAR BANK NATIONAL ASSOC $1,7630.00%120 120— $1,763 新建仓
SOLV SOLVENTUM CORP $1,7730.00%24 24— $1,773 新建仓
LOAR LOAR HOLDINGS INC $1,7740.00%23 23— $1,774 新建仓
CWK CUSHMAN AND WAKEFIELD LTD $1,7820.00%134 134— $1,782 新建仓
SNY SANOFI SA $1,7920.00%42 42— $1,792 新建仓