13FBOX
Independent Family Office, LLC · 13F 持仓分析
期权收益计算器 机构排行

Independent Family Office, LLC

No.6386
最新持仓市值 (Q2 2026)
$2.49亿
环比变动 Q1 2026
+$594.4万+2.4%
持仓股票数
85
新买入
7
加仓
13
减仓
15
清仓
12
持股不变
50
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
SSPDR标普500 ETFSPY
13.86%12.37%$3,450.3万4.6万股$3,005.4万4.6万股-10股-0.02%减仓
IiShares黄金信托IAU
11.4%13.56%$2,838.5万37.6万股$3,294.1万37.4万股+2,271股+0.61%加仓
IiShares安硕信托IWD
8.39%7.44%$2,088.8万8.6万股$1,809.0万8.5万股+1,498股+1.77%加仓
V先锋领航指数基金VOO
7.67%6.4%$1,909.1万2.8万股$1,555.5万2.6万股+1,765股+6.78%加仓
PPTC COMPTC
5.1%6.66%$1,270.3万11.2万股$1,618.0万11.4万股-1,742股-1.53%减仓
SSPDR黄金信托GLD
4.09%4.81%$1,018.6万2.8万股$1,169.0万2.7万股+483股+1.78%加仓
IiShares安硕·RUSSELLIWM
3.98%3.37%$991.8万3.3万股$818.7万3.3万股00.00%持仓不变
V先锋领航·FTSEVEA
3.44%3.01%$857.5万12.0万股$731.6万11.4万股+6,187股+5.42%加仓
LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL
3.18%3.21%$791.4万15.9万股$780.5万15.0万股+8,738股+5.83%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
3.06%2.68%$761.7万3.4万股$652.2万3.4万股+33股+0.10%加仓
TTOAST CL ATOST
2.79%2.73%$695.5万25.0万股$662.8万25.0万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
2.46%2.41%$611.2万1.2万股$585.3万1.2万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
2.3%2.19%$572.5万2.4万股$532.2万2.5万股-551股-2.23%减仓
台积电TSM
1.99%1.44%$495.0万1.0万股$349.3万1.0万股+30股+0.29%加仓
DDOUBLELINE ETF TRUSTDCRE
1.52%1.56%$378.5万7.3万股$379.6万7.3万股00.00%持仓不变
IiShares安硕·COREIJR
1.44%1.16%$357.4万2.4万股$281.6万2.3万股+1,442股+6.37%加仓
苹果AAPL
1.04%0.94%$259.2万8,957股$227.3万8,957股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.86%0.71%$213.1万6,030股$173.0万6,030股00.00%持仓不变
IiShares安硕信托STIP
0.84%0.88%$210.1万2.1万股$212.8万2.1万股00.00%持仓不变
VVanEck ETF信托GDX
0.8%1%$200.1万2.7万股$243.4万2.7万股00.00%持仓不变
SSCOTTS MIRACLE-GROSMG
0.8%0.73%$199.8万2.9万股$178.4万2.9万股00.00%持仓不变
宣伟SHW
0.77%0.74%$192.8万5,600股$179.5万5,600股00.00%持仓不变
谷歌AGOOGL
0.74%0.61%$184.8万5,171股$148.7万5,171股00.00%持仓不变
微软MSFT
0.7%0.72%$174.5万4,677股$175.5万4,740股-63股-1.33%减仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
0.62%0.75%$154.8万5.1万股$181.9万5.1万股00.00%持仓不变
GOLUB CAP BDCGBDC
0.62%0.62%$153.3万11.9万股$150.7万11.9万股00.00%持仓不变
伯克希尔哈撒韦BRK.A
0.6%0.59%$149.8万2股$143.6万2股00.00%持仓不变
V先锋领航全球基金VPU
0.59%0.61%$145.8万7,450股$147.6万7,450股00.00%持仓不变
V先锋领航债券指数基金BSV
0.58%0.34%$143.6万1.8万股$83.0万1.1万股+7,850股+74.18%加仓
IiShares安硕信托EEM
0.57%0.48%$141.5万2.1万股$117.5万2.1万股00.00%持仓不变
IISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFIEO
0.56%0.66%$140.1万1.3万股$159.3万1.3万股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.55%0.49%$137.8万1.0万股$119.4万1.0万股00.00%持仓不变
V先锋领航STAR基金VXUS
0.55%0.5%$137.3万1.6万股$121.6万1.6万股+283股+1.79%加仓
SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY
0.55%0.59%$136.7万4.0万股$143.2万4.0万股00.00%持仓不变
V先锋领航全球基金VDC
0.51%0.52%$127.2万5,640股$126.7万5,640股00.00%持仓不变
IiShares安硕信托IVV
0.5%0.42%$124.9万1,668股$102.4万1,568股+100股+6.38%加仓
IiShares安硕·COREIJH
0.5%0.61%$123.7万1.6万股$147.8万2.2万股-5,850股-26.72%减仓
I景顺·BUYBACK ACHIEVERS ETFPKW
0.48%0.45%$119.2万8,414股$110.4万8,414股00.00%持仓不变
T赛默飞世尔TMO
0.45%0.46%$113.2万2,257股$110.9万2,257股00.00%持仓不变
IiShares比特币ETFIBIT
0.45%0.54%$112.7万3.4万股$130.1万3.4万股00.00%持仓不变
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.35%0.47%$87.9万1.1万股$113.6万1.4万股-3,046股-22.15%减仓
亚马逊AMZN
0.33%0.3%$82.8万3,472股$72.3万3,472股00.00%持仓不变
I景顺QQQ信托VOO
0.32%0.25%$79.8万1,083股$60.0万1,039股+44股+4.23%加仓
Meta平台META
0.32%0.33%$79.4万1,410股$80.7万1,410股00.00%持仓不变
英伟达NVDA
0.31%0.27%$76.4万3,820股$66.6万3,820股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.28%0.27%$69.9万6,728股$65.3万6,728股00.00%持仓不变
好市多COST
0.28%0.42%$69.4万742股$102.0万1,024股-282股-27.54%减仓
CCOEUR MNGCDE
0.27%0.32%$68.1万4.2万股$78.3万4.2万股00.00%持仓不变
阿格尼科鹰矿AEM
0.27%0.36%$66.3万4,275股$86.8万4,275股00.00%持仓不变
美国运通AXP
0.26%0.24%$65.3万1,932股$58.4万1,932股00.00%持仓不变

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