Family Capital Trust Co
PEABODY MA · SEC CIK 0001123320
$2.76亿2026Q1 申报市值
89持仓数
54.5%前十大占比 · 第一大 17.7%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
USVM 加仓+$119.83万
EXXON MOBIL CORP 加仓+$72.50万
VRSN 加仓+$52.50万
MU 新建仓+$45.88万
LRCX 新建仓+$45.83万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$230.36万
JPM 减仓-$106.07万
AAPL 减仓-$102.02万
DWAS 减仓-$79.01万
DIS 减仓-$69.89万
2026Q1 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 | $4,895.44万 | 17.73% | 201,392 | -95 | -0.0% | -$2.31万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,498.16万 | 5.43% | 52,101 | -8,011 | -13.3% | -$230.36万 | 减仓 |
| AGG | ISHARES CORE U.S.AGGREGATE BOND ETF | $1,467.23万 | 5.31% | 147,802 | 3,984 | 2.8% | $39.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,297.85万 | 4.70% | 44,122 | -3,606 | -7.6% | -$106.07万 | 减仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $1,296.45万 | 4.70% | 269,982 | 6,477 | 2.5% | $31.10万 | 加仓 |
| AAPL | APPLE INCORPORATED | $1,094.06万 | 3.96% | 43,109 | -4,020 | -8.5% | -$102.02万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $992.24万 | 3.59% | 109,604 | -758 | -0.7% | -$6.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $987.58万 | 3.58% | 40,402 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $840.41万 | 3.04% | 27,807 | 31 | 0.1% | $9,369 | 加仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $691.50万 | 2.50% | 301,969 | 570 | 0.2% | $1.31万 | 加仓 |
| LRGF | ISHARES TRUST U S EQUITY FACTOR ETF | $665.74万 | 2.41% | 100,869 | -4,513 | -4.3% | -$29.79万 | 减仓 |
| RTX | RTX CORPORATION | $661.18万 | 2.39% | 34,276 | -107 | -0.3% | -$2.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $580.66万 | 2.10% | 56,556 | 68 | 0.1% | $6,982 | 加仓 |
| TRGP | TARGA RES CORP | $556.72万 | 2.02% | 22,204 | 42 | 0.2% | $1.05万 | 加仓 |
| AVGO | BROADCOM INC | $540.65万 | 1.96% | 17,468 | 109 | 0.6% | $3.37万 | 加仓 |
| GEV | GE VERNOVA INC | $528.10万 | 1.91% | 6,050 | 15 | 0.2% | $1.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $516.64万 | 1.87% | 29,624 | 190 | 0.6% | $3.31万 | 加仓 |
| LIN | LINDE PLC NEW | $497.39万 | 1.80% | 10,033 | 39 | 0.4% | $1.93万 | 加仓 |
| PEP | PEPSICO INC | $495.47万 | 1.79% | 31,906 | -22 | -0.1% | -$3,416 | 减仓 |
| DWAS | INVESCO DWA SC MOMENTUM | $470.18万 | 1.70% | 47,749 | -8,024 | -14.4% | -$79.01万 | 减仓 |
| SBUX | STARBUCKS CORP | $429.85万 | 1.56% | 47,980 | -129 | -0.3% | -$1.16万 | 减仓 |
| LLY | LILLY ELI & CO | $417.94万 | 1.51% | 4,544 | 19 | 0.4% | $1.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $408.73万 | 1.48% | 11,042 | 1,092 | 11.0% | $40.42万 | 加仓 |
| AMZN | AMAZON.COM INC | $392.81万 | 1.42% | 18,861 | 1,510 | 8.7% | $31.45万 | 加仓 |
| DHR | DANAHER CORPORATION | $388.51万 | 1.41% | 20,491 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY (WALT) COMPANY | $372.91万 | 1.35% | 38,692 | -7,252 | -15.8% | -$69.89万 | 减仓 |
| TOTL | STATE ST DOUBLELINE TOTAL RETURN TACTICAL ETF | $356.46万 | 1.29% | 89,744 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $342.33万 | 1.24% | 11,318 | -4 | -0.0% | -$1,210 | 减仓 |
| WMT | WAL MART STORES INC | $335.43万 | 1.21% | 26,990 | 187 | 0.7% | $2.32万 | 加仓 |
| EBAY | EBAY INC | $274.43万 | 0.99% | 30,150 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX, INC | $265.09万 | 0.96% | 27,571 | 101 | 0.4% | $9,711 | 加仓 |
| META | META PLATFORMS INC CL A | $260.03万 | 0.94% | 4,545 | 37 | 0.8% | $2.12万 | 加仓 |
| APH | AMPHENOL CORP | $245.74万 | 0.89% | 19,449 | 371 | 1.9% | $4.69万 | 加仓 |
| MRK | MERCK & CO NEW | $243.37万 | 0.88% | 20,232 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INC | $217.21万 | 0.79% | 13,601 | 78 | 0.6% | $1.25万 | 加仓 |
| TMUS | T-MOBILE US INC | $188.67万 | 0.68% | 8,983 | 91 | 1.0% | $1.91万 | 加仓 |
| ABBV | ABBVIE, INC | $187.82万 | 0.68% | 8,636 | 41 | 0.5% | $8,917 | 加仓 |
| MA | MASTERCARD INCORPORATED | $170.93万 | 0.62% | 3,421 | 17 | 0.5% | $8,494 | 加仓 |
| NOW | SERVICENOW INC | $168.07万 | 0.61% | 16,076 | -2,379 | -12.9% | -$24.87万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $165.37万 | 0.60% | 5,765 | 0 | 0.0% | — | 不变 |
| USVM | VICTORY SHARES US SMALL MID CAP ETF | $121.66万 | 0.44% | 12,851 | 12,658 | 6,558.5% | $119.83万 | 加仓 |
| — | EXXON MOBIL CORP | $112.64万 | 0.41% | 6,639 | 4,273 | 180.6% | $72.50万 | 加仓 |
| SPY | STATE STREET SPDR SP 500 ETF TRUST | $96.44万 | 0.35% | 1,483 | -3 | -0.2% | -$1,951 | 减仓 |
| JPST | ETF J P MORGAN ULTRA-SHORT | $90.78万 | 0.33% | 17,937 | 99 | 0.6% | $5,010 | 加仓 |
| VRSN | VERISIGN INC | $67.18万 | 0.24% | 2,705 | 2,114 | 357.7% | $52.50万 | 加仓 |
| SGOL | ABERDEEN PHYSICAL GOLD SHARES | $53.98万 | 0.20% | 12,100 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $53.25万 | 0.19% | 15,030 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S & P 500 ETF | $49.32万 | 0.18% | 755 | 2 | 0.3% | $1,306 | 加仓 |
| WELL | WELLTOWER INC | $46.30万 | 0.17% | 2,342 | 1,411 | 151.6% | $27.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $45.88万 | 0.17% | 1,358 | 1,358 | — | $45.88万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $45.83万 | 0.17% | 2,145 | 2,145 | — | $45.83万 | 新建仓 |
| FLIA | FRANKLIN INTERNATIONAL AGGREGATE BOND ETF | $45.51万 | 0.16% | 22,473 | 65 | 0.3% | $1,316 | 加仓 |
| CB | CHUBB LTD SWITZ | $43.02万 | 0.16% | 1,320 | 1,320 | — | $43.02万 | 新建仓 |
| IUSB | ISHARES TR ISHARES CORE UNIVERSAL USD BOND EFT | $39.26万 | 0.14% | 8,502 | 0 | 0.0% | — | 不变 |
| DEUS | XTRACKERS RUSSELL 1000 COMP FACTOR ETF | $36.84万 | 0.13% | 6,153 | -662 | -9.7% | -$3.96万 | 减仓 |
| XEL | XCEL ENERGY INC | $17.75万 | 0.06% | 2,235 | 106 | 5.0% | $8,420 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $17.33万 | 0.06% | 1,473 | 71 | 5.1% | $8,354 | 加仓 |
| FTNT | FORTINET INC | $16.57万 | 0.06% | 2,028 | 104 | 5.4% | $8,499 | 加仓 |
| PG | PROCTER & GAMBLE CO | $15.28万 | 0.06% | 1,058 | 56 | 5.6% | $8,088 | 加仓 |
| ROL | ROLLINS INC | $15.06万 | 0.05% | 2,820 | 164 | 6.2% | $8,757 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE NEW YORK | $14.73万 | 0.05% | 1,596 | 90 | 6.0% | $8,308 | 加仓 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $13.63万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS A | $13.34万 | 0.05% | 703 | 40 | 6.0% | $7,590 | 加仓 |
| ADSK | AUTODESK INC | $12.76万 | 0.05% | 533 | -7 | -1.3% | -$1,676 | 减仓 |
| AJG | GALLAGHER ARTHUR J | $12.50万 | 0.05% | 577 | 43 | 8.1% | $9,313 | 加仓 |
| PGR | PROGRESSIVE CORP | $12.47万 | 0.05% | 629 | -10 | -1.6% | -$1,982 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY | $11.73万 | 0.04% | 242 | 16 | 7.1% | $7,758 | 加仓 |
| CPNG | COUPANG INC CL A | $11.13万 | 0.04% | 5,896 | 486 | 9.0% | $9,170 | 加仓 |
| INTU | INTUIT | $10.46万 | 0.04% | 242 | 20 | 9.0% | $8,647 | 加仓 |
| EFA | ISHARES TRUST ETF | $9.04万 | 0.03% | 931 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $8.69万 | 0.03% | 591 | -8 | -1.3% | -$1,177 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $8.23万 | 0.03% | 888 | 68 | 8.3% | $6,306 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $5.83万 | 0.02% | 836 | -96 | -10.3% | -$6,696 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTL EQUITY ETF | $5.68万 | 0.02% | 1,160 | 11 | 1.0% | $538 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUS FACTOR ETF | $4.22万 | 0.02% | 176 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $3.91万 | 0.01% | 1,281 | -18 | -1.4% | -$549 | 减仓 |
| SPHQ | ETF INVESCO S&P 500 QUALITY | $3.79万 | 0.01% | 504 | 35 | 7.5% | $2,632 | 加仓 |
| MDYV | STATE ST SPDR S&P 400 MID CAP VALUE ETF | $2.29万 | 0.01% | 269 | -12 | -4.3% | -$1,022 | 减仓 |
| AVLV | AMERICAN CENTY ETR ADVANTIS US LARGE CAP | $1.99万 | 0.01% | 247 | 49 | 24.7% | $3,950 | 加仓 |
| SMTH | ALPS ETF TR | $1.63万 | 0.01% | 633 | 20 | 3.3% | $515 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $1.41万 | 0.01% | 166 | 138 | 492.9% | $1.17万 | 加仓 |
| SPIB | STATE ST SPDR PORTFOLIO INTERMEDIATE CORP BD ETF | $1.25万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| JMOM | ETF J P MORGAN EXCHAN US MOMENTUM FACTOR | $1.25万 | 0.00% | 184 | 64 | 53.3% | $4,346 | 加仓 |
| UYLD | ETF ANGEL OAK FDS TR ULTRASHORT INCOME | $7,245 | 0.00% | 142 | 62 | 77.5% | $3,163 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $6,166 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $6,040 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $4,054 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NUS | NU SKIN ENTERPRISES | $3,640 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,945 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$62.19万 | 清仓 |