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
SKYW SKYWEST INC $2,2850.00%24 24— $2,285 新建仓
ACT ENACT HLDGS INC $2,2860.00%53 53— $2,286 新建仓
MMSI MERIT MED SYS INC $2,2880.00%37 37— $2,288 新建仓
INVH INVITATION HOMES INC $2,2960.00%77 77— $2,296 新建仓
NWS NEWS CORP NEW $2,3010.00%83 83— $2,301 新建仓
BZ KANZHUN LIMITED $2,3040.00%181 181— $2,304 新建仓
BSAC BANCO SANTANDER CHILE NEW $2,3060.00%72 72— $2,306 新建仓
FLJP FRANKLIN TEMPLETON ETF TR $2,3060.00%58 58— $2,306 新建仓
QSR RESTAURANT BRANDS INTL INC $2,3210.00%34 34— $2,321 新建仓
BCC BOISE CASCADE CO DEL $2,3290.00%32 32— $2,329 新建仓
CGCB CAPITAL GRP FIXED INCM ETF T $2,3300.00%89 89— $2,330 新建仓
KFY KORN FERRY $2,3300.00%37 37— $2,330 新建仓
IYT ISHARES TR $2,3430.00%27 27— $2,343 新建仓
FHB FIRST HAWAIIAN INC $2,3440.00%83 83— $2,344 新建仓
— UNICYCIVE THERAPEUTICS INC $2,3450.00%500 500— $2,345 新建仓
IVOO VANGUARD ADMIRAL FDS INC $2,3550.00%18 18— $2,355 新建仓
— BEYOND MEAT INC $2,3550.00%3,032 3,032— $2,355 新建仓
RLI RLI CORP $2,3620.00%41 41— $2,362 新建仓
SKYD PARAMOUNT SKYDANCE CORP $2,3660.00%242 242— $2,366 新建仓
HIMS HIMS & HERS HEALTH INC $2,3920.00%69 69— $2,392 新建仓
OPLN OPENLANE INC $2,3920.00%59 59— $2,392 新建仓
IRWD IRONWOOD PHARMACEUTICALS INC $2,3950.00%569 569— $2,395 新建仓
OSIS OSI SYSTEMS INC $2,4060.00%12 12— $2,406 新建仓
ADUS ADDUS HOMECARE CORP $2,4100.00%24 24— $2,410 新建仓
BFAM BRIGHT HORIZONS FAM SOL IN D $2,4100.00%37 37— $2,410 新建仓
CVBF CVB FINL CORP $2,4130.00%109 109— $2,413 新建仓
VISN VISTANCE NETWORKS INC $2,4150.00%191 191— $2,415 新建仓
HTHT H WORLD GROUP LTD $2,4190.00%58 58— $2,419 新建仓
FULT FULTON FINL CORP PA $2,4200.00%102 102— $2,420 新建仓
BFEB INNOVATOR ETFS TRUST $2,4220.00%46 46— $2,422 新建仓
EBC EASTERN BANKSHARES INC $2,4240.00%111 111— $2,424 新建仓
RTO RENTOKIL INITIAL PLC $2,4310.00%86 86— $2,431 新建仓
SHC SOTERA HEALTH CO $2,4330.00%140 140— $2,433 新建仓
KMX CARMAX INC $2,4340.00%46 46— $2,434 新建仓
WDFC WD 40 CO $2,4370.00%10 10— $2,437 新建仓
PFSI PENNYMAC FINL SVCS INC NEW $2,4390.00%30 30— $2,439 新建仓
CBT CABOT CORP $2,4520.00%29 29— $2,452 新建仓
COMP COMPASS INC $2,4540.00%202 202— $2,454 新建仓
EMLC VANECK ETF TRUST $2,4540.00%96 96— $2,454 新建仓
CRSP CRISPR THERAPEUTICS AG $2,4550.00%45 45— $2,455 新建仓
PBH PRESTIGE CONSMR HEALTHCARE I $2,4570.00%53 53— $2,457 新建仓
PLPC PREFORMED LINE PRODS CO $2,4630.00%6 6— $2,463 新建仓
CAKE CHEESECAKE FACTORY INC $2,4670.00%33 33— $2,467 新建仓
EOS EATON VANCE ENHANCED EQUITY $2,4680.00%112 112— $2,468 新建仓
MTCH MATCH GROUP INC NEW $2,4740.00%66 66— $2,474 新建仓
ACAD ACADIA PHARMACEUTICALS INC $2,5050.00%100 100— $2,505 新建仓
FMS FRESENIUS MEDICAL CARE AG $2,5100.00%112 112— $2,510 新建仓
FJP FIRST TR EXCH TRD ALPHDX FD $2,5190.00%33 33— $2,519 新建仓
PEN PENUMBRA INC $2,5260.00%8 8— $2,526 新建仓
LGND LIGAND PHARMACEUTICALS INC $2,5280.00%9 9— $2,528 新建仓
YETI YETI HLDGS INC $2,5280.00%53 53— $2,528 新建仓
AQN ALGONQUIN POWER & UTILITIES $2,5310.00%434 434— $2,531 新建仓
PIPR PIPER SANDLER COMPANIES $2,5320.00%36 36— $2,532 新建仓
NNI NELNET INC $2,5330.00%19 19— $2,533 新建仓
BCO BRINKS CO $2,5500.00%29 29— $2,550 新建仓
CVLT COMMVAULT SYS INC $2,5510.00%20 20— $2,551 新建仓
KGS KODIAK GAS SVCS INC $2,5550.00%35 35— $2,555 新建仓
GMAB GENMAB A/S $2,5550.00%94 94— $2,555 新建仓
CYTK CYTOKINETICS INC $2,5560.00%32 32— $2,556 新建仓
FMX FOMENTO ECONOMICO MEXICANO S $2,5580.00%21 21— $2,558 新建仓
AWR AMER STATES WTR CO $2,5610.00%33 33— $2,561 新建仓
BRC BRADY CORP $2,5630.00%30 30— $2,563 新建仓
LBRT LIBERTY ENERGY INC $2,5670.00%99 99— $2,567 新建仓
JBND J P MORGAN EXCHANGE TRADED F $2,5680.00%48 48— $2,568 新建仓
XPEV XPENG INC $2,5810.00%196 196— $2,581 新建仓
MWA MUELLER WTR PRODS INC $2,5830.00%102 102— $2,583 新建仓
WSE WISE GROUP PLC $2,5850.00%218 218— $2,585 新建仓
HNI HNI CORP $2,5860.00%64 64— $2,586 新建仓
CLSK CLEANSPARK INC $2,5890.00%180 180— $2,589 新建仓
TRN TRINITY INDS INC $2,5940.00%76 76— $2,594 新建仓
TNL TRAVEL PLUS LEISURE CO $2,5980.00%37 37— $2,598 新建仓
SFBS SERVISFIRST BANCSHARES INC $2,6040.00%32 32— $2,604 新建仓
SHLS SHOALS TECHNOLOGIES GROUP IN $2,6040.00%263 263— $2,604 新建仓
SUZ SUZANO S A $2,6070.00%338 338— $2,607 新建仓
— BITWISE FUNDS TRUST $2,6140.00%72 72— $2,614 新建仓
BEKE KE HLDGS INC $2,6150.00%180 180— $2,615 新建仓
EXR EXTRA SPACE STORAGE INC $2,6150.00%18 18— $2,615 新建仓
HUBG HUB GROUP INC $2,6270.00%62 62— $2,627 新建仓
— INNOVATOR ETFS TRUST $2,6290.00%80 80— $2,629 新建仓
AG FIRST MAJESTIC SILVER CORP $2,6290.00%155 155— $2,629 新建仓
REYN REYNOLDS CONSUMER PRODS INC $2,6310.00%101 101— $2,631 新建仓
ASH ASHLAND INC $2,6360.00%42 42— $2,636 新建仓
SLGN SILGAN HLDGS INC $2,6440.00%59 59— $2,644 新建仓
ELPC COMPANHIA PARANAENSE DE ENER $2,6450.00%228 228— $2,645 新建仓
BITO PROSHARES TR $2,6490.00%333 333— $2,649 新建仓
CRSR CORSAIR GAMING INC $2,6590.00%275 275— $2,659 新建仓
UVV UNIVERSAL CORP VA MTNS BK EN $2,6610.00%51 51— $2,661 新建仓
MTRN MATERION CORP $2,6760.00%9 9— $2,676 新建仓
ZS ZSCALER INC $2,6810.00%19 19— $2,681 新建仓
INSW INTERNATIONAL SEAWAYS INC $2,6810.00%37 37— $2,681 新建仓
MC MOELIS & CO $2,6830.00%42 42— $2,683 新建仓
PHG KONINKLIJKE PHILIPS N V $2,6920.00%100 100— $2,692 新建仓
IPGP IPG PHOTONICS CORP $2,6990.00%24 24— $2,699 新建仓
COWZ PACER FDS TR $2,7010.00%43 43— $2,701 新建仓
VFC V F CORP $2,7020.00%164 164— $2,702 新建仓
THO THOR INDS INC $2,7050.00%39 39— $2,705 新建仓
ROP ROPER TECHNOLOGIES INC $2,7070.00%8 8— $2,707 新建仓
— PROSHARES TR $2,7100.00%200 200— $2,710 新建仓
MAMA MAMAS CREATIONS INC $2,7130.00%152 152— $2,713 新建仓
HRI HERC HLDGS INC $2,7220.00%20 20— $2,722 新建仓