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

Family Office Research LLC

No.6163 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.67亿
环比变动 Q1 2026
+$3,640.0万+15.8%
持仓股票数
85
新买入
16
加仓
35
减仓
23
清仓
6
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
万豪MAR
21.13%23.89%$5,632.7万15.2万股$5,498.7万16.8万股-1.6万股-9.59%减仓
V先锋领航指数基金VOO
10.29%10.15%$2,743.7万4.0万股$2,335.6万3.9万股+863股+2.21%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
6.86%6.74%$1,827.6万20.5万股$1,550.7万20.5万股-388股-0.19%减仓
I景顺QQQ信托VOO
5.75%5.27%$1,533.0万2.1万股$1,212.0万2.1万股-182股-0.87%减仓
A美国世纪ETF信托AVUS
5.35%5.43%$1,427.2万11.1万股$1,249.4万11.2万股-953股-0.85%减仓
DDimensional维度ETF信托DFAC
5.34%5.46%$1,424.9万32.1万股$1,256.0万32.3万股-2,006股-0.62%减仓
VVanEck Russia ETFBBH
5.22%5.65%$1,391.4万13.4万股$1,300.6万13.5万股-662股-0.49%减仓
RRBB FDTBIL
5.2%5.02%$1,387.4万27.8万股$1,154.8万23.2万股+4.7万股+20.14%加仓
达美航空DAL
3.83%3.15%$1,021.1万10.9万股$724.8万10.9万股00.00%持仓不变
DDimensional维度ETF信托DFIC
2.17%2.31%$579.6万15.6万股$532.1万15.0万股+5,790股+3.87%加仓
DDimensional维度ETF信托DFEM
1.7%1.62%$452.1万11.1万股$373.2万10.8万股+3,230股+2.99%加仓
AVANTIS INTLNGG
1.68%1.82%$448.0万5.0万股$419.8万4.9万股+746股+1.51%加仓
A美国世纪ETF信托AVEM
1.5%1.44%$400.2万4.1万股$330.9万4.1万股+415股+1.01%加仓
IiShares安硕信托IWV
1.42%1.45%$378.3万8,872股$334.2万9,015股-143股-1.59%减仓
雷神技术RTX
1.37%$366.5万1.9万股$00股+1.9万股新买入
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
1.31%1.29%$349.5万10.2万股$296.7万8.9万股+1.3万股+15.03%加仓
IiShares安硕·COREIJR
1.2%1.17%$320.7万2.2万股$270.1万2.2万股-105股-0.48%减仓
A美国世纪ETF信托AVSC
1.16%1.14%$309.4万4.2万股$262.6万4.2万股+31股+0.07%加仓
J骏利亨德森JAAA
1.09%0.86%$289.3万5.7万股$198.7万3.9万股+1.8万股+45.23%加仓
苹果AAPL
0.95%0.96%$254.2万8,784股$221.4万8,724股+60股+0.69%加仓
BBLUEROCK PVT REAL ESTATE FDBPRE
0.95%1.39%$254.0万19.5万股$319.3万19.2万股+3,001股+1.56%加仓
IINSIGHT MOLECULAR DIAIMDX
0.82%0.18%$217.6万36.9万股$41.7万12.7万股+24.2万股+189.83%加仓
Meta平台META
0.77%$206.4万3,665股$00股+3,665股新买入
VVANECK ETF TRUST MORNINGSTAR SMID MOAT ETFQDIV
0.72%0.79%$191.3万4.9万股$181.2万5.2万股-2,275股-4.42%减仓
IiShares安硕信托IVV
0.67%0.7%$178.2万2,380股$160.2万2,453股-73股-2.98%减仓
SSPDR标普500 ETFSPY
0.61%0.61%$161.6万2,164股$140.7万2,164股00.00%持仓不变
V先锋领航全球基金VGT
0.57%0.51%$152.5万1.3万股$118.4万1,696股+1.1万股+652.18%加仓
特斯拉TSLA
0.56%0.36%$150.3万3,574股$81.8万2,199股+1,375股+62.53%加仓
亚马逊AMZN
0.41%0.4%$110.1万4,621股$91.3万4,385股+236股+5.38%加仓
IiShares安硕信托ICF
0.34%0.33%$91.8万1.4万股$76.5万1.2万股+1,203股+9.73%加仓
GGLOBAL X INTERNET OF THINGSSNSR
0.33%0.3%$89.0万1.8万股$68.2万1.8万股-484股-2.65%减仓
SSpaceXSPCX
0.33%$88.1万5,154股$00股+5,154股新买入
CCOREWEAVE INC CLASS ACRWV
0.32%0.29%$86.1万8,654股$67.0万8,654股00.00%持仓不变
G通用动力VTI
0.31%0.3%$82.9万2,239股$68.7万2,141股+98股+4.58%加仓
IiShares安硕信托XT
0.31%0.29%$81.9万9,913股$67.6万9,913股00.00%持仓不变
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.29%0.29%$78.0万2,852股$67.4万2,852股00.00%持仓不变
IISHARES FUTURE AI & TECHETFARTY
0.29%0.21%$77.7万1.0万股$47.4万1.0万股+2股+0.02%加仓
IiShares安硕信托IGM
0.27%0.23%$72.9万4,459股$52.8万4,458股+1股+0.02%加仓
AAMG ETF TRUSTMUNX
0.27%0.31%$72.7万2.9万股$71.1万2.9万股+150股+0.52%加仓
SSPDR道富指数基金RWO
0.26%0.27%$68.0万1.4万股$62.3万1.4万股+61股+0.45%加仓
AAlphabet Inc Class CGOOG
0.24%0.19%$63.4万1,795股$43.6万1,520股+275股+18.09%加仓
SSPDR黄金信托GLD
0.23%0.3%$60.7万1,648股$69.4万1,613股+35股+2.17%加仓
DDBX ETF信托DBEF
0.22%0.28%$59.4万1.1万股$64.4万1.3万股-2,174股-16.67%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.22%0.25%$59.2万5,695股$56.4万5,811股-116股-2.00%减仓
C资本集团固定收益ETF信托CGMU
0.22%$58.8万2.1万股$00股+2.1万股新买入
IiShares安硕信托IVW
0.22%0.21%$58.8万4,275股$49.2万4,350股-75股-1.72%减仓
微软MSFT
0.22%0.23%$58.6万1,572股$52.5万1,419股+153股+10.78%加仓
J摩根大通交易所交易基金JMST
0.21%0.24%$56.0万1.1万股$55.6万1.1万股+70股+0.64%加仓
PPACER FDS TR TRENDPILOT 100PTNQ
0.21%0.2%$55.9万6,311股$46.4万6,360股-49股-0.77%减仓
谷歌AGOOGL
0.17%0.16%$46.2万1,293股$36.7万1,277股+16股+1.25%加仓

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