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

Omnia Family Wealth, LLC

No.5072 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.73亿
环比变动 Q1 2026
+$5,580.1万+17.6%
持仓股票数
103
新买入
19
加仓
39
减仓
30
清仓
6
持股不变
15
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
G通用动力VTI
31.32%32.7%$1.17亿31.6万股$1.04亿32.4万股-7,728股-2.39%减仓
IiShares安硕信托SGOV
18.78%16.41%$7,007.3万69.6万股$5,207.7万51.7万股+17.9万股+34.54%加仓
SSPDR黄金信托GLD
6.25%8.41%$2,330.8万6.3万股$2,667.9万6.2万股+1,269股+2.05%加仓
V先锋领航·FTSEVEA
5.52%5.81%$2,059.3万28.9万股$1,843.9万28.8万股+1,283股+0.45%加仓
IiShares安硕信托IEFA
3.73%4.15%$1,391.6万14.4万股$1,316.6万14.5万股-1,339股-0.92%减仓
V先锋领航指数基金VNQ
2.93%$1,092.2万11.3万股$00股+11.3万股新买入
V先锋领航·FSTEVWO
2.57%2.64%$959.1万16.1万股$838.3万15.5万股+5,583股+3.60%加仓
IiShares黄金信托IAU
2.55%3.52%$950.0万12.6万股$1,116.2万12.7万股-791股-0.62%减仓
苹果AAPL
2.46%2.54%$918.9万3.2万股$807.4万3.2万股-57股-0.18%减仓
IiShares安硕信托ILF
1.97%2.38%$735.9万21.8万股$756.7万21.3万股+5,011股+2.35%加仓
SSPDR标普500 ETFSPY
1.67%1.75%$623.7万8,330股$554.0万8,495股-165股-1.94%减仓
英伟达NVDA
1.37%1.38%$511.1万2.6万股$439.2万2.5万股+363股+1.44%加仓
微软MSFT
1.23%1.43%$457.2万1.2万股$453.0万1.2万股+19股+0.16%加仓
V先锋领航·MIDVO
1.12%1.18%$417.4万5.2万股$373.1万1.3万股+3.9万股+298.78%加仓
谷歌AGOOGL
1.02%0.97%$380.1万1.1万股$306.3万1.1万股-17股-0.16%减仓
V先锋领航指数基金VOO
1.02%1.07%$379.3万5,522股$338.4万5,663股-141股-2.49%减仓
AMD超威AMD
0.91%0.39%$340.5万5,862股$123.4万6,066股-204股-3.36%减仓
AAlphabet Inc Class CGOOG
0.76%0.72%$285.4万8,077股$229.3万7,992股+85股+1.06%加仓
亚马逊AMZN
0.72%0.72%$269.4万1.1万股$228.8万1.1万股+318股+2.89%加仓
礼来LLY
0.69%0.62%$257.2万2,144股$196.0万2,131股+13股+0.61%加仓
Meta平台META
0.49%0.56%$181.7万3,226股$178.7万3,123股+103股+3.30%加仓
万事达MA
0.44%0.51%$164.5万3,202股$160.4万3,211股-9股-0.28%减仓
摩根大通JPM
0.41%0.56%$153.3万4,683股$177.5万6,035股-1,352股-22.40%减仓
伯克希尔哈撒韦BRK.A
0.4%0.45%$149.8万2股$143.6万2股00.00%持仓不变
美光科技MU
0.4%0.14%$147.4万1,277股$44.5万1,317股-40股-3.04%减仓
迪士尼DIS
0.37%0.43%$137.7万1.4万股$135.4万1.4万股+140股+1.00%加仓
博通AVGO
0.36%0.33%$133.2万3,526股$106.1万3,427股+99股+2.89%加仓
英特尔INTC
0.35%0.11%$132.1万9,462股$36.4万8,248股+1,214股+14.72%加仓
伯克希尔哈撒韦BRK.B
0.33%0.36%$124.0万2,478股$113.9万2,377股+101股+4.25%加仓
特斯拉TSLA
0.3%0.29%$110.2万2,621股$92.0万2,476股+145股+5.86%加仓
艾伯维ABBV
0.28%0.29%$106.2万4,219股$91.2万4,194股+25股+0.60%加仓
VisaV
0.25%0.25%$94.1万2,744股$79.8万2,641股+103股+3.90%加仓
洛克希德马丁LMT
0.24%0.35%$89.2万1,750股$112.6万1,863股-113股-6.07%减仓
IiShares安硕·RUSSELLIWB
0.2%0.21%$75.7万1,848股$65.9万1,848股00.00%持仓不变
强生JNJ
0.18%0.21%$67.2万2,647股$67.7万2,771股-124股-4.47%减仓
卡特彼勒CAT
0.18%0.14%$67.2万631股$45.1万636股-5股-0.79%减仓
V先锋领航指数基金VTV
0.18%0.19%$67.1万3,080股$60.4万3,080股00.00%持仓不变
摩根士丹利MS
0.18%0.16%$65.5万3,132股$51.3万3,117股+15股+0.48%加仓
PHILIP MORRIS INTLPM
0.16%0.19%$60.8万3,331股$59.8万3,587股-256股-7.14%减仓
家得宝HD
0.15%0.12%$57.1万1,620股$38.5万1,172股+448股+38.23%加仓
DIGITAL RLTY TR COMDLR
0.15%0.18%$55.1万3,067股$55.7万3,090股-23股-0.74%减仓
默沙东MRK
0.14%0.16%$54.1万4,179股$52.1万4,298股-119股-2.77%减仓
泛林集团LRCX
0.14%0.08%$52.6万1,213股$25.9万1,213股00.00%持仓不变
麦当劳MCD
0.14%0.19%$51.0万1,886股$60.4万1,943股-57股-2.93%减仓
沃尔玛WMT
0.13%0.18%$50.3万4,445股$56.1万4,507股-62股-1.38%减仓
好市多COST
0.13%0.16%$49.7万531股$50.5万507股+24股+4.73%加仓
帕卡PCAR
0.13%0.15%$49.6万4,126股$47.6万4,121股+5股+0.12%加仓
高露洁CL
0.13%0.14%$49.2万5,369股$43.0万5,045股+324股+6.42%加仓
高盛GS
0.13%0.13%$48.9万484股$40.6万480股+4股+0.83%加仓
摩托罗拉解决方案MSI
0.13%0.16%$47.7万1,146股$50.2万1,154股-8股-0.69%减仓

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