Tarbox Family Office, Inc.
NEWPORT BEACH CA · SEC CIK 0001599603
$6.16亿2026Q1 申报市值
95持仓数
75.0%前十大占比 · 第一大 33.3%
2 / 9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
AVTM 新建仓+$1,868.59万
AVMC 新建仓+$1,160.61万
AVUV 加仓+$31.70万
PIPR 加仓+$30.52万
SPYM 加仓+$14.00万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$1,131.09万
AAPL 减仓-$151.26万
IVV 减仓-$134.89万
MSFT 减仓-$96.24万
VO 减仓-$84.06万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.05亿 | 33.27% | 313,643 | -2,065 | -0.7% | -$134.89万 | 减仓 |
| IJH | ISHARES TR | $5,618.69万 | 9.12% | 832,029 | -167,495 | -16.8% | -$1,131.09万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,164.78万 | 6.76% | 516,850 | -6,565 | -1.3% | -$52.90万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,814.53万 | 4.57% | 597,818 | -10,024 | -1.6% | -$47.19万 | 减仓 |
| IEFA | ISHARES TR | $2,644.87万 | 4.30% | 292,154 | -6,581 | -2.2% | -$59.58万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,509.42万 | 4.08% | 295,783 | -3,735 | -1.2% | -$31.69万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,450.99万 | 3.98% | 221,869 | 2,870 | 1.3% | $31.70万 | 加仓 |
| IWM | ISHARES TR | $2,164.54万 | 3.52% | 87,280 | -2,916 | -3.2% | -$72.32万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $1,868.59万 | 3.03% | 397,466 | 397,466 | — | $1,868.59万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $1,443.11万 | 2.34% | 50,251 | -2,927 | -5.5% | -$84.06万 | 减仓 |
| IEMG | ISHARES INC | $1,170.10万 | 1.90% | 167,757 | -4,044 | -2.4% | -$28.21万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $1,160.61万 | 1.88% | 160,661 | 160,661 | — | $1,160.61万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $1,147.15万 | 1.86% | 38,385 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,139.04万 | 1.85% | 210,739 | -2,936 | -1.4% | -$15.87万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,021.44万 | 1.66% | 159,401 | -3,492 | -2.1% | -$22.38万 | 减仓 |
| IJR | ISHARES TR | $980.04万 | 1.59% | 78,839 | -1,050 | -1.3% | -$13.05万 | 减仓 |
| ABBV | ABBVIE INC | $948.77万 | 1.54% | 43,624 | -683 | -1.5% | -$14.85万 | 减仓 |
| AAPL | APPLE INC | $582.01万 | 0.95% | 22,933 | -5,960 | -20.6% | -$151.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $528.76万 | 0.86% | 51,501 | -649 | -1.2% | -$6.66万 | 减仓 |
| EFA | ISHARES TR | $474.80万 | 0.77% | 48,883 | -390 | -0.8% | -$3.79万 | 减仓 |
| DE | DEERE & CO | $364.35万 | 0.59% | 6,468 | -130 | -2.0% | -$7.32万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.58% | 5 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $254.40万 | 0.41% | 48,913 | -623 | -1.3% | -$3.24万 | 减仓 |
| PPG | PPG INDS INC | $226.71万 | 0.37% | 21,212 | -21 | -0.1% | -$2,244 | 减仓 |
| MSFT | MICROSOFT CORP | $223.40万 | 0.36% | 6,035 | -2,600 | -30.1% | -$96.24万 | 减仓 |
| IWF | ISHARES TR | $216.38万 | 0.35% | 5,075 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $202.87万 | 0.33% | 41,863 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $175.58万 | 0.29% | 7,183 | -791 | -9.9% | -$19.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $154.68万 | 0.25% | 5,906 | -1,306 | -18.1% | -$34.20万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $150.36万 | 0.24% | 4,687 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $150.28万 | 0.24% | 6,988 | -469 | -6.3% | -$10.09万 | 减仓 |
| EUSB | ISHARES TR | $142.18万 | 0.23% | 32,684 | 2,742 | 9.2% | $11.93万 | 加仓 |
| IAU | ISHARES GOLD TR | $132.92万 | 0.22% | 15,077 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $126.32万 | 0.21% | 1,783 | -163 | -8.4% | -$11.55万 | 减仓 |
| IVE | ISHARES TR | $122.45万 | 0.20% | 5,799 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $121.23万 | 0.20% | 5,821 | -2,959 | -33.7% | -$61.63万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $113.69万 | 0.18% | 22,464 | 198 | 0.9% | $1.00万 | 加仓 |
| QUAL | ISHARES TR | $113.63万 | 0.18% | 5,924 | -493 | -7.7% | -$9.46万 | 减仓 |
| — | EXXON MOBIL CORP | $101.00万 | 0.16% | 5,953 | -601 | -9.2% | -$10.20万 | 减仓 |
| BA | BOEING CO | $96.05万 | 0.16% | 4,826 | -1,139 | -19.1% | -$22.67万 | 减仓 |
| IVW | ISHARES TR | $94.14万 | 0.15% | 8,323 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $90.85万 | 0.15% | 23,647 | 3,498 | 17.4% | $13.44万 | 加仓 |
| GLD | SPDR GOLD TR | $87.31万 | 0.14% | 2,029 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $86.67万 | 0.14% | 3,014 | -2,170 | -41.9% | -$62.40万 | 减仓 |
| PFE | PFIZER INC | $76.91万 | 0.12% | 27,390 | -965 | -3.4% | -$2.71万 | 减仓 |
| XVV | ISHARES TR | $74.83万 | 0.12% | 15,203 | 1,022 | 7.2% | $5.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.36万 | 0.12% | 1,510 | -610 | -28.8% | -$29.23万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.84万 | 0.12% | 721 | -153 | -17.5% | -$15.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $69.10万 | 0.11% | 1,383 | -320 | -18.8% | -$15.99万 | 减仓 |
| PEP | PEPSICO INC | $68.76万 | 0.11% | 4,428 | -469 | -9.6% | -$7.28万 | 减仓 |
| LOW | LOWES COS INC | $68.36万 | 0.11% | 2,893 | -174 | -5.7% | -$4.11万 | 减仓 |
| HSY | HERSHEY CO | $68.26万 | 0.11% | 3,283 | -5 | -0.2% | -$1,040 | 减仓 |
| ITOT | ISHARES TR | $67.13万 | 0.11% | 4,713 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $66.64万 | 0.11% | 8,371 | -1,135 | -11.9% | -$9.04万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $64.87万 | 0.11% | 1,102 | -54 | -4.7% | -$3.18万 | 减仓 |
| KO | COCA COLA CO | $64.18万 | 0.10% | 8,439 | -1,214 | -12.6% | -$9.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $62.82万 | 0.10% | 1,051 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $62.46万 | 0.10% | 13,523 | -94 | -0.7% | -$4,342 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $60.52万 | 0.10% | 16,110 | -304 | -1.9% | -$1.14万 | 减仓 |
| O | REALTY INCOME CORP | $55.39万 | 0.09% | 9,053 | -33 | -0.4% | -$2,019 | 减仓 |
| IAGG | ISHARES TR | $54.75万 | 0.09% | 10,941 | 210 | 2.0% | $1.05万 | 加仓 |
| ESGU | ISHARES TR | $54.50万 | 0.09% | 3,854 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $53.43万 | 0.09% | 3,259 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $50.86万 | 0.08% | 553 | -344 | -38.4% | -$31.64万 | 减仓 |
| AOA | ISHARES TR | $46.66万 | 0.08% | 5,273 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $45.70万 | 0.07% | 5,971 | 1,829 | 44.2% | $14.00万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $45.36万 | 0.07% | 3,918 | -341 | -8.0% | -$3.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.27万 | 0.07% | 1,471 | -1,024 | -41.0% | -$30.12万 | 减仓 |
| C | CITIGROUP INC | $42.62万 | 0.07% | 3,758 | -575 | -13.3% | -$6.52万 | 减仓 |
| MMM | 3M CO | $41.55万 | 0.07% | 2,861 | -179 | -5.9% | -$2.60万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $40.69万 | 0.07% | 5,316 | 3,987 | 300.0% | $30.52万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $40.64万 | 0.07% | 6,105 | -5 | -0.1% | -$333 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $40.35万 | 0.07% | 5,479 | -2 | -0.0% | -$147 | 减仓 |
| VUG | VANGUARD INDEX FDS | $39.84万 | 0.06% | 912 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $39.14万 | 0.06% | 2,808 | -372 | -11.7% | -$5.18万 | 减仓 |
| EMR | EMERSON ELEC CO | $38.56万 | 0.06% | 2,943 | -259 | -8.1% | -$3.39万 | 减仓 |
| XJH | ISHARES TR | $38.18万 | 0.06% | 8,414 | 406 | 5.1% | $1.84万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $36.16万 | 0.06% | 10,128 | -34 | -0.3% | -$1,214 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.06万 | 0.06% | 539 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $33.15万 | 0.05% | 7,614 | 277 | 3.8% | $1.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $32.93万 | 0.05% | 1,678 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $32.19万 | 0.05% | 522 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $32.12万 | 0.05% | 1,763 | -191 | -9.8% | -$3.48万 | 减仓 |
| META | META PLATFORMS INC | $31.42万 | 0.05% | 549 | -755 | -57.9% | -$43.20万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.58万 | 0.05% | 2,117 | -738 | -25.8% | -$10.66万 | 减仓 |
| INGR | INGREDION INC | $29.74万 | 0.05% | 2,640 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.06万 | 0.05% | 1,013 | -1,584 | -61.0% | -$45.44万 | 减仓 |
| MO | ALTRIA GROUP INC | $29.03万 | 0.05% | 4,399 | -505 | -10.3% | -$3.33万 | 减仓 |
| MRK | MERCK & CO INC | $27.49万 | 0.04% | 2,285 | -799 | -25.9% | -$9.61万 | 减仓 |
| CSCO | CISCO SYS INC | $26.55万 | 0.04% | 3,422 | -1,735 | -33.6% | -$13.46万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $25.42万 | 0.04% | 1,216 | -4 | -0.3% | -$836 | 减仓 |
| IYW | ISHARES TR | $24.46万 | 0.04% | 1,348 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.72万 | 0.04% | 1,748 | -1,539 | -46.8% | -$19.13万 | 减仓 |
| NKE | NIKE INC | $21.14万 | 0.03% | 4,003 | -508 | -11.3% | -$2.68万 | 减仓 |
| CCK | CROWN HLDGS INC | $21.05万 | 0.03% | 2,100 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,775 | -100.0% | -$34.60万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -695 | -100.0% | -$31.26万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,564 | -100.0% | -$30.60万 | 清仓 |