13FBOX
FIDUCIARY FAMILY OFFICE, LLC · 13F 持仓分析
期权收益计算器 机构排行

FIDUCIARY FAMILY OFFICE, LLC

No.4880 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.00亿
环比变动 Q1 2026
+$4,893.8万+13.9%
持仓股票数
177
新买入
19
加仓
77
减仓
58
清仓
21
持股不变
23
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
苹果AAPL
32.58%32.29%$1.30亿45.0万股$1.13亿44.6万股+3,750股+0.84%加仓
英伟达NVDA
3.96%3.81%$1,581.8万7.9万股$1,338.4万7.7万股+2,312股+3.01%加仓
谷歌AGOOGL
2.92%2.77%$1,166.8万3.3万股$971.9万3.4万股-1,150股-3.40%减仓
亚马逊AMZN
2.5%1.98%$1,000.5万4.2万股$695.5万3.3万股+8,583股+25.70%加仓
微软MSFT
2.25%2.29%$898.2万2.4万股$802.7万2.2万股+2,394股+11.04%加仓
J摩根大通交易所交易基金JEPI
2.21%2.81%$884.2万15.7万股$985.0万17.4万股-1.7万股-9.91%减仓
泛林集团LRCX
1.92%1%$768.2万1.8万股$350.4万1.6万股+1,328股+8.10%加仓
礼来LLY
1.84%1.59%$734.1万6,119股$558.3万6,070股+49股+0.81%加仓
博通AVGO
1.5%1.3%$597.7万1.6万股$457.1万1.5万股+1,052股+7.12%加仓
摩根大通JPM
1.25%1.23%$501.5万1.5万股$430.8万1.5万股+675股+4.61%加仓
美国运通AXP
1.09%1.05%$434.3万1.3万股$368.8万1.2万股+650股+5.33%加仓
Meta平台META
1.06%1.16%$423.5万7,519股$407.5万7,123股+396股+5.56%加仓
V先锋领航·SMALLVBR
1.05%1.06%$420.6万1.7万股$372.8万1.7万股+150股+0.87%加仓
SSPDR黄金信托GLD
1.03%1.38%$413.4万1.1万股$482.9万1.1万股00.00%持仓不变
思科CSCO
1.01%0.68%$402.4万3.4万股$238.0万3.1万股+3,582股+11.68%加仓
AAlphabet Inc Class CGOOG
0.99%0.88%$394.1万1.1万股$307.3万1.1万股+441股+4.12%加仓
强生JNJ
0.95%1.07%$380.0万1.5万股$376.8万1.5万股-453股-2.94%减仓
艾伯维ABBV
0.87%0.88%$348.7万1.4万股$307.5万1.4万股-283股-2.00%减仓
PHILIP MORRIS INTLPM
0.83%0.9%$332.9万1.8万股$316.9万1.9万股-768股-4.01%减仓
VisaV
0.79%0.85%$314.9万9,179股$296.8万9,820股-641股-6.53%减仓
WELLS FARGO NEWWFC
0.78%0.86%$313.0万3.8万股$301.9万3.8万股-53股-0.14%减仓
VertivVRT
0.78%0.73%$311.1万9,292股$255.9万1.0万股-922股-9.03%减仓
派克汉尼汾PH
0.76%0.69%$305.2万3,120股$242.7万2,711股+409股+15.09%加仓
AMD超威AMD
0.74%0.26%$294.3万5,066股$89.8万4,414股+652股+14.77%加仓
甲骨文ORCL
0.73%0.73%$292.0万2.0万股$257.4万1.7万股+2,428股+13.88%加仓
BBANK OF AMERBAC
0.73%0.64%$290.5万5.1万股$225.6万4.6万股+4,708股+10.17%加仓
V先锋领航指数基金VTV
0.72%1.15%$289.0万1.3万股$404.6万2.1万股-7,363股-35.70%减仓
V先锋领航指数基金VB
0.7%0.69%$281.5万9,287股$241.0万9,201股+86股+0.93%加仓
安费诺APH
0.7%0.22%$280.4万1.6万股$77.4万6,127股+9,777股+159.57%加仓
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.68%0.61%$273.1万3.1万股$214.3万3.2万股-573股-1.79%减仓
V先锋领航·MIDVO
0.67%0.37%$268.2万3.3万股$130.0万4,528股+2.9万股+635.16%加仓
迪士尼DIS
0.62%0.42%$247.0万2.6万股$148.9万1.5万股+1.0万股+66.02%加仓
卡特彼勒CAT
0.6%0.45%$241.2万2,265股$157.8万2,228股+37股+1.66%加仓
I景顺·CURRENCYSHARES SWISSFXF
0.6%0.69%$239.5万2.2万股$242.5万2.2万股00.00%持仓不变
IQVIAIQV
0.59%0.45%$236.3万1.2万股$157.0万9,204股+3,027股+32.89%加仓
伯克希尔哈撒韦BRK.B
0.59%0.61%$235.8万4,713股$214.0万4,466股+247股+5.53%加仓
ANALOG DEVICES COMADI
0.57%0.49%$226.3万5,698股$171.1万5,379股+319股+5.93%加仓
SSPDR标普500 ETFSPY
0.57%0.56%$226.3万3,029股$196.9万3,028股+1股+0.03%加仓
RESTAURANT BRANDS INTLQSR
0.55%0.58%$221.4万3.1万股$205.1万2.8万股+2,777股+10.01%加仓
V先锋领航指数基金VOO
0.54%0.54%$217.6万3,168股$190.0万3,179股-11股-0.35%减仓
IiShares安硕信托IWD
0.54%0.63%$216.3万8,920股$221.8万1.0万股-1,460股-14.07%减仓
B纽约梅隆银行BK
0.52%0.54%$208.4万1.4万股$191.1万1.6万股-1,694股-10.52%减仓
林德LIN
0.49%0.49%$195.0万3,758股$170.4万3,438股+320股+9.31%加仓
MCKESSON COMMCK
0.48%0.62%$192.2万2,544股$215.9万2,495股+49股+1.96%加仓
CENTERPOINT ENERGY COMCNP
0.46%0.45%$184.9万4.2万股$159.4万3.7万股+5,039股+13.64%加仓
宝洁PG
0.42%0.58%$169.6万1.2万股$204.3万1.4万股-2,577股-18.22%减仓
好市多COST
0.42%0.51%$166.5万1,779股$178.4万1,791股-12股-0.67%减仓
沃尔玛WMT
0.41%0.53%$164.9万1.5万股$185.1万1.5万股-333股-2.24%减仓
AMERICAN TOWER COMAMT
0.41%0.36%$164.6万1.0万股$127.1万7,364股+2,698股+36.64%加仓
BOSTON SCIENTIFIC COMBSX
0.37%0.4%$148.8万3.5万股$141.4万2.3万股+1.2万股+54.73%加仓

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