Family Capital Trust Co
PEABODY MA · SEC CIK 0001123320
$3.07亿2026Q2 申报市值
83持仓数
49.5%前十大占比 · 第一大 13.4%
3 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USVM 加仓+$678.57万
AMD 新建仓+$418.19万
EXXON MOBIL CORP 加仓+$416.72万
LRCX 加仓+$396.35万
MSFT 加仓+$381.59万
2026Q2 卖出最多 按季末市值估算
DWAS 减仓-$455.13万
SBUX 减仓-$360.36万
PEP 减仓-$337.15万
LRGF 减仓-$304.10万
GOOGL 减仓-$262.02万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $4,128.94万 | 13.43% | 201,392 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S.AGGREGATE BOND ETF | $1,626.96万 | 5.29% | 164,373 | 16,571 | 11.2% | $164.02万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,599.86万 | 5.20% | 44,769 | -7,332 | -14.1% | -$262.02万 | 减仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $1,439.40万 | 4.68% | 269,905 | -77 | -0.0% | -$4,106 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,374.81万 | 4.47% | 42,002 | -2,120 | -4.8% | -$69.39万 | 减仓 |
| AAPL | APPLE INCORPORATED | $1,199.61万 | 3.90% | 41,459 | -1,650 | -3.8% | -$47.74万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $1,057.01万 | 3.44% | 109,444 | -160 | -0.1% | -$1.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,026.09万 | 3.34% | 40,402 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $954.00万 | 3.10% | 27,807 | 0 | 0.0% | — | 不变 |
| USVM | VICTORY SHARES US SMALL MID CAP ETF | $819.71万 | 2.67% | 74,635 | 61,784 | 480.8% | $678.57万 | 加仓 |
| AMZN | AMAZON.COM INC | $817.17万 | 2.66% | 34,286 | 15,425 | 81.8% | $367.64万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $793.46万 | 2.58% | 21,272 | 10,230 | 92.6% | $381.59万 | 加仓 |
| GEV | GE VERNOVA INC COM | $711.37万 | 2.31% | 6,055 | 5 | 0.1% | $5,874 | 加仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $687.43万 | 2.24% | 301,903 | -66 | -0.0% | -$1,503 | 减仓 |
| AVGO | BROADCOM INC | $642.17万 | 2.09% | 17,000 | -468 | -2.7% | -$17.68万 | 减仓 |
| TRGP | TARGA RES CORP | $595.35万 | 1.94% | 22,204 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $592.74万 | 1.93% | 29,624 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI & CO COM | $545.01万 | 1.77% | 4,544 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $525.42万 | 1.71% | 27,693 | -6,583 | -19.2% | -$124.90万 | 减仓 |
| LIN | LINDE PLC NEW | $519.46万 | 1.69% | 10,010 | -23 | -0.2% | -$1.19万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $513.19万 | 1.67% | 56,556 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $507.49万 | 1.65% | 37,119 | 30,480 | 459.1% | $416.72万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $489.30万 | 1.59% | 11,292 | 9,147 | 426.4% | $396.35万 | 加仓 |
| LRGF | ISHARES TRUST U S EQUITY FACTOR ETF | $458.77万 | 1.49% | 60,660 | -40,209 | -39.9% | -$304.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $444.63万 | 1.45% | 3,852 | 2,494 | 183.7% | $287.88万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $418.19万 | 1.36% | 7,199 | 7,199 | — | $418.19万 | 新建仓 |
| DHR | DANAHER CORPORATION | $390.31万 | 1.27% | 20,491 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $382.83万 | 1.25% | 11,318 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY (WALT) COMPANY | $366.85万 | 1.19% | 38,115 | -577 | -1.5% | -$5.55万 | 减仓 |
| TOTL | STATE ST DOUBLELINE TOTAL RETURN TACTICAL ETF | $354.22万 | 1.15% | 89,744 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $349.07万 | 1.14% | 10,245 | 8,925 | 676.1% | $304.10万 | 加仓 |
| APH | AMPHENOL CORP | $343.79万 | 1.12% | 19,498 | 49 | 0.3% | $8,640 | 加仓 |
| TJX | TJX COMPANIES INC | $342.75万 | 1.12% | 22,624 | 9,023 | 66.3% | $136.70万 | 加仓 |
| EBAY | EBAY INC | $336.93万 | 1.10% | 30,150 | 0 | 0.0% | — | 不变 |
| WMT | WAL MART STORES INC COM | $305.69万 | 0.99% | 26,990 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $263.49万 | 0.86% | 16,483 | 16,483 | — | $263.49万 | 新建仓 |
| MRK | MERCK & CO NEW | $259.98万 | 0.85% | 20,232 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $256.01万 | 0.83% | 4,545 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE, INC | $217.31万 | 0.71% | 8,636 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $203.69万 | 0.66% | 5,765 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $202.56万 | 0.66% | 6,050 | 6,050 | — | $202.56万 | 新建仓 |
| NFLX | NETFLIX, INC | $197.19万 | 0.64% | 27,617 | 46 | 0.2% | $3,284 | 加仓 |
| MA | MASTERCARD INCORPORATED | $175.70万 | 0.57% | 3,421 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO DWA SC MOMENTUM | $152.76万 | 0.50% | 11,999 | -35,750 | -74.9% | -$455.13万 | 减仓 |
| TMUS | T-MOBILE US INC | $150.67万 | 0.49% | 8,983 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $129.94万 | 0.42% | 12,716 | -35,264 | -73.5% | -$360.36万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $110.07万 | 0.36% | 1,474 | -9 | -0.6% | -$6,721 | 减仓 |
| PEP | PEPSICO INC COM | $94.86万 | 0.31% | 7,006 | -24,900 | -78.0% | -$337.15万 | 减仓 |
| JPST | ETF J P MORGAN ULTRA-SHORT | $90.69万 | 0.30% | 17,937 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $68.05万 | 0.22% | 2,705 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S & P 500 ETF | $57.89万 | 0.19% | 773 | 18 | 2.4% | $1.35万 | 加仓 |
| SGOL | ABERDEEN PHYSICAL GOLD SHARES | $46.25万 | 0.15% | 12,100 | 0 | 0.0% | — | 不变 |
| FLIA | FRANKLIN INTERNATIONAL AGGREGATE BOND ETF | $46.02万 | 0.15% | 22,473 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $45.33万 | 0.15% | 15,030 | 0 | 0.0% | — | 不变 |
| DEUS | XTRACKERS RUSSELL 1000 COMP FACTOR ETF | $40.18万 | 0.13% | 6,153 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR ISHARES CORE UNIVERSAL USD BOND EFT | $39.24万 | 0.13% | 8,502 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $31.15万 | 0.10% | 2,028 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $22.11万 | 0.07% | 974 | -1,368 | -58.4% | -$31.05万 | 减仓 |
| XEL | XCEL ENERGY INC | $17.95万 | 0.06% | 2,235 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $15.93万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $15.51万 | 0.05% | 1,058 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE NEW YORK | $14.70万 | 0.05% | 1,596 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC CL A | $14.68万 | 0.05% | 1,473 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J | $13.25万 | 0.04% | 577 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $11.77万 | 0.04% | 2,820 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY | $11.62万 | 0.04% | 253 | 11 | 4.5% | $5,050 | 加仓 |
| EFA | ISHARES TRUST ETF | $9.67万 | 0.03% | 931 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.42万 | 0.02% | 769 | -119 | -13.4% | -$1.15万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $6.93万 | 0.02% | 836 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $6.32万 | 0.02% | 242 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTL EQUITY ETF | $6.12万 | 0.02% | 1,160 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUS FACTOR ETF | $6.03万 | 0.02% | 176 | 0 | 0.0% | — | 不变 |
| SPHQ | ETF INVESCO S&P 500 QUALITY | $4.54万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $4.46万 | 0.01% | 1,281 | 0 | 0.0% | — | 不变 |
| MDYV | STATE ST SPDR S&P 400 MID CAP VALUE ETF | $2.55万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETR ADVANTIS US LARGE CAP | $2.25万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| SMTH | ALPS ETF TR | $1.63万 | 0.01% | 633 | 0 | 0.0% | — | 不变 |
| JMOM | ETF J P MORGAN EXCHAN US MOMENTUM FACTOR | $1.57万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $1.48万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SPIB | STATE ST SPDR PORTFOLIO INTERMEDIATE CORP BD ETF | $1.25万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| UYLD | ETF ANGEL OAK FDS TR ULTRASHORT INCOME | $7,242 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| NUS | NU SKIN ENTERPRISES | $2,635 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2,148 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -16,076 | -100.0% | -$168.07万 | 清仓 |
| VRSK | VERISK ANALYTICS A | $0 | 0.00% | 0 | -703 | -100.0% | -$13.34万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -533 | -100.0% | -$12.76万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -629 | -100.0% | -$12.47万 | 清仓 |
| CPNG | COUPANG INC CL A | $0 | 0.00% | 0 | -5,896 | -100.0% | -$11.13万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -591 | -100.0% | -$8.69万 | 清仓 |
| MDLZ | MONDELEZ INTL INC CL A | $0 | 0.00% | 0 | -107 | -100.0% | -$6,166 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$6,040 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $0 | 0.00% | 0 | -72 | -100.0% | -$4,054 | 清仓 |