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QTR Family Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

QTR Family Wealth, LLC

No.5922 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.87亿
环比变动 Q1 2026
+$4,693.5万+19.5%
持仓股票数
337
新买入
82
加仓
154
减仓
90
清仓
32
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
3.85%4.17%$1,103.8万5.5万股$1,002.1万5.1万股+4,168股+8.17%加仓
苹果AAPL
3.67%3.64%$1,052.6万3.6万股$874.2万3.4万股+2,599股+7.69%加仓
BLACKSTONE SECD LENDINGBXSL
2.99%1.21%$859.2万36.2万股$289.9万12.0万股+24.2万股+201.77%加仓
AAlphabet Inc Class CGOOG
2.61%3.16%$749.6万2.1万股$757.8万2.3万股-1,709股-7.46%减仓
特斯拉TSLA
2.61%2.54%$748.2万1.8万股$610.3万1.7万股+1,032股+6.16%加仓
微软MSFT
2.45%3%$704.6万1.9万股$720.5万1.8万股+560股+3.06%加仓
AABACUS GLOBAL MGMTABX
2.39%2.28%$687.2万64.2万股$548.1万62.9万股+1.3万股+2.09%加仓
亚马逊AMZN
2.37%2.48%$681.4万2.9万股$595.5万2.4万股+4,675股+19.55%加仓
I景顺QQQ信托VOO
2.09%1.97%$599.3万8,138股$472.0万7,508股+630股+8.39%加仓
V先锋领航指数基金VOO
2.03%2.27%$583.3万8,494股$545.6万8,546股-52股-0.61%减仓
谷歌AGOOGL
1.98%2.13%$569.0万1.6万股$510.3万1.5万股+592股+3.86%加仓
BIOHAVENBHVN
1.75%1.46%$502.1万33.7万股$350.8万33.6万股+1,452股+0.43%加仓
美光科技MU
1.7%1.02%$487.3万4,222股$244.9万5,260股-1,038股-19.73%减仓
博通AVGO
1.63%1.88%$466.6万1.2万股$452.1万1.2万股+478股+4.03%加仓
J骏利亨德森JAAA
1.49%1.24%$429.1万8.5万股$298.3万5.9万股+2.6万股+44.07%加仓
EEATON VANCE INCOME OPPORTUNITIES ETFXAGG
1.01%0.82%$290.6万5.8万股$197.9万3.9万股+1.9万股+48.41%加仓
伯克希尔哈撒韦BRK.B
1%1.07%$287.7万5,749股$256.1万5,362股+387股+7.22%加仓
帕兰提尔PLTR
0.94%1.36%$271.1万2.3万股$325.6万2.4万股-761股-3.17%减仓
摩根大通JPM
0.94%0.94%$269.9万8,244股$226.1万7,266股+978股+13.46%加仓
Meta平台META
0.93%1.16%$267.9万4,755股$278.5万4,204股+551股+13.11%加仓
J骏利·HENDERSON SECURITIZED INCOME ETFJSI
0.9%0.98%$258.9万5.1万股$234.1万4.5万股+5,435股+12.05%加仓
联合包裹UPSUPS
0.85%0.97%$243.8万2.3万股$233.1万2.3万股+94股+0.42%加仓
埃克森美孚XOM
0.85%1.06%$243.7万1.8万股$254.3万1.7万股+789股+4.63%加仓
J骏利Detroit策略信托JIII
0.74%0.82%$212.0万4.3万股$197.5万3.9万股+3,156股+8.01%加仓
PPacer基金信托COWZ
0.73%0.89%$209.8万3.4万股$214.4万3.5万股-846股-2.45%减仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
0.71%1.17%$204.3万4.0万股$280.1万4.3万股-3,267股-7.55%减仓
礼来LLY
0.7%0.64%$199.7万1,665股$152.8万1,657股+8股+0.48%加仓
AMD超威AMD
0.67%0.32%$192.3万3,311股$77.8万3,051股+260股+8.52%加仓
CrowdStrikeCRWD
0.66%0.4%$190.1万2,491股$96.3万2,417股+74股+3.06%加仓
沃尔玛WMT
0.64%0.9%$184.6万1.6万股$214.9万1.7万股-882股-5.13%减仓
英特尔INTC
0.6%0.42%$173.0万1.2万股$101.3万1.6万股-3,486股-21.96%减仓
强生JNJ
0.56%0.62%$161.6万6,364股$148.7万6,194股+170股+2.74%加仓
BIOCRYST PHARMACEUTICALSBCRX
0.56%0.63%$161.1万16.1万股$151.9万15.7万股+4,020股+2.56%加仓
CCAPITAL DIVIDEND GROWECGDG
0.56%0.61%$160.8万4.3万股$147.3万4.0万股+3,364股+8.52%加仓
MMORGAN STANLEY ETF TRUSTEVLN
0.54%0.78%$155.3万3.2万股$187.5万3.9万股-6,679股-17.26%减仓
默沙东MRK
0.54%0.6%$154.4万1.2万股$144.5万1.2万股-23股-0.19%减仓
SSPDR标普500 ETFSPY
0.53%0.59%$152.0万2,035股$141.1万2,032股+3股+0.15%加仓
GRAYSCALE BITCOIN TRUST ETFGBTC
0.52%0.6%$148.4万3.3万股$144.9万2.5万股+7,540股+30.09%加仓
雪佛龙CVX
0.51%0.5%$146.1万8,817股$120.9万6,463股+2,354股+36.42%加仓
应用材料AMAT
0.51%0.27%$145.6万2,014股$64.8万1,637股+377股+23.03%加仓
家得宝HD
0.5%0.38%$144.6万4,101股$92.4万2,695股+1,406股+52.17%加仓
F第一信托·USTFVD
0.5%0.6%$143.3万3.0万股$143.9万3.0万股-185股-0.62%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.5%0.5%$142.3万2,725股$120.3万2,479股+246股+9.92%加仓
甲骨文ORCL
0.48%0.59%$136.8万9,336股$142.4万8,738股+598股+6.84%加仓
F第一信托交易所交易基金VIFIXD
0.47%0.57%$134.7万3.1万股$137.4万3.1万股-291股-0.93%减仓
西部数据WDC
0.45%0.29%$129.9万2,034股$69.5万1,897股+137股+7.22%加仓
百时美施贵宝BMY
0.44%0.53%$125.9万2.2万股$127.8万2.2万股-161股-0.73%减仓
思科CSCO
0.44%0.35%$125.0万1.1万股$83.9万1.0万股+489股+4.82%加仓
CCOMFORT SYS USAFIX
0.43%0.4%$123.3万622股$94.9万575股+47股+8.17%加仓
卡特彼勒CAT
0.43%0.37%$123.2万1,157股$88.9万1,119股+38股+3.40%加仓

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