Tarbox Family Office, Inc.
NEWPORT BEACH CA · SEC CIK 0001599603
$6.98亿2026Q2 申报市值
96持仓数
74.0%前十大占比 · 第一大 33.3%
1 / 3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
AVGO 重新持有+$743.87万
AVMC 加仓+$637.23万
JCPB 加仓+$113.67万
XVV 加仓+$69.52万
EUSB 加仓+$41.87万
2026Q2 卖出最多 按季末市值估算
IJH 减仓-$643.23万
IVV 减仓-$248.41万
NVDA 重新持有-$167.23万
AVEM 减仓-$97.49万
IBIT 清仓-$90.85万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.32亿 | 33.29% | 310,326 | -3,317 | -1.1% | -$248.41万 | 减仓 |
| IJH | ISHARES TR | $5,772.55万 | 8.27% | 748,612 | -83,417 | -10.0% | -$643.23万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,889.60万 | 7.00% | 506,746 | -10,104 | -2.0% | -$97.49万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,919.83万 | 4.18% | 622,035 | 24,217 | 4.1% | $113.67万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,781.38万 | 3.98% | 222,938 | 1,069 | 0.5% | $13.34万 | 加仓 |
| IEFA | ISHARES TR | $2,761.44万 | 3.96% | 285,923 | -6,231 | -2.1% | -$60.18万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,635.82万 | 3.78% | 295,495 | -288 | -0.1% | -$2.57万 | 减仓 |
| IWM | ISHARES TR | $2,579.38万 | 3.69% | 85,850 | -1,430 | -1.6% | -$42.96万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $2,153.77万 | 3.08% | 395,590 | -1,876 | -0.5% | -$10.21万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $1,926.53万 | 2.76% | 240,067 | 79,406 | 49.4% | $637.23万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,617.05万 | 2.32% | 200,702 | -302 | -0.2% | -$2.43万 | 减仓 |
| IEMG | ISHARES INC | $1,365.03万 | 1.96% | 164,779 | -2,978 | -1.8% | -$24.67万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,320.11万 | 1.89% | 38,385 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,235.48万 | 1.77% | 206,982 | -3,757 | -1.8% | -$22.43万 | 减仓 |
| IJR | ISHARES TR | $1,159.22万 | 1.66% | 78,162 | -677 | -0.9% | -$10.04万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,119.76万 | 1.60% | 157,159 | -2,242 | -1.4% | -$15.97万 | 减仓 |
| ABBV | ABBVIE INC | $1,097.75万 | 1.57% | 43,624 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $811.94万 | 1.16% | 21,494 | 19,692 | 1,092.8% | $743.87万 | 重新持有 |
| AAPL | APPLE INC | $661.06万 | 0.95% | 22,846 | -87 | -0.4% | -$2.52万 | 减仓 |
| EFA | ISHARES TR | $490.98万 | 0.70% | 47,265 | -1,618 | -3.3% | -$16.81万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $467.32万 | 0.67% | 51,501 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $410.29万 | 0.59% | 6,468 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.54% | 5 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $295.43万 | 0.42% | 48,913 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $257.28万 | 0.37% | 21,212 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $252.04万 | 0.36% | 20,298 | -2 | -0.0% | -$248 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $230.29万 | 0.33% | 41,863 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $225.04万 | 0.32% | 6,033 | -2 | -0.0% | -$746 | 减仓 |
| CAT | CATERPILLAR INC | $189.87万 | 0.27% | 1,783 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $183.88万 | 0.26% | 42,320 | 9,636 | 29.5% | $41.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $182.42万 | 0.26% | 7,183 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $173.44万 | 0.25% | 4,687 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $173.28万 | 0.25% | 5,717 | -189 | -3.2% | -$5.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $161.49万 | 0.23% | 6,825 | -163 | -2.3% | -$3.86万 | 减仓 |
| XVV | ISHARES TR | $155.86万 | 0.22% | 27,445 | 12,242 | 80.5% | $69.52万 | 加仓 |
| AMZN | AMAZON COM INC | $139.10万 | 0.20% | 5,836 | 15 | 0.3% | $3,575 | 加仓 |
| QUAL | ISHARES TR | $129.99万 | 0.19% | 5,924 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $114.47万 | 0.16% | 8,323 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $113.85万 | 0.16% | 15,077 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $108.72万 | 0.16% | 4,788 | -1,011 | -17.4% | -$22.96万 | 减仓 |
| GOOGL | ALPHABET INC | $107.71万 | 0.15% | 3,014 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $104.58万 | 0.15% | 20,681 | -1,783 | -7.9% | -$9.02万 | 减仓 |
| BA | BOEING CO | $104.47万 | 0.15% | 4,826 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $82.84万 | 0.12% | 16,110 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $80.92万 | 0.12% | 5,919 | -34 | -0.6% | -$4,648 | 减仓 |
| ITOT | ISHARES TR | $76.49万 | 0.11% | 4,656 | -57 | -1.2% | -$9,364 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.56万 | 0.11% | 1,510 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $74.74万 | 0.11% | 2,029 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $72.21万 | 0.10% | 1,051 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $70.98万 | 0.10% | 1,382 | -1 | -0.1% | -$514 | 减仓 |
| WFC | WELLS FARGO & CO | $69.18万 | 0.10% | 8,371 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $68.58万 | 0.10% | 8,439 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $67.45万 | 0.10% | 721 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $66.33万 | 0.10% | 553 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $65.96万 | 0.09% | 27,390 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $63.79万 | 0.09% | 2,893 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $63.55万 | 0.09% | 1,102 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $62.08万 | 0.09% | 3,793 | -61 | -1.6% | -$9,984 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $60.89万 | 0.09% | 7,441 | 1,336 | 21.9% | $10.93万 | 加仓 |
| XJH | ISHARES TR | $60.46万 | 0.09% | 11,593 | 3,179 | 37.8% | $16.58万 | 加仓 |
| PEP | PEPSICO INC | $59.96万 | 0.09% | 4,428 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $59.91万 | 0.09% | 6,818 | 847 | 14.2% | $7.44万 | 加仓 |
| HSY | HERSHEY CO | $57.61万 | 0.08% | 3,283 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $56.90万 | 0.08% | 3,259 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $56.19万 | 0.08% | 11,105 | 164 | 1.5% | $8,298 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $53.88万 | 0.08% | 6,745 | 1,266 | 23.1% | $10.11万 | 加仓 |
| — | ISHARES TR | $52.82万 | 0.08% | 10,013 | 2,399 | 31.5% | $12.65万 | 加仓 |
| C | CITIGROUP INC | $52.60万 | 0.08% | 3,758 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $51.54万 | 0.07% | 5,280 | 7 | 0.1% | $683 | 加仓 |
| IUSB | ISHARES TR | $49.94万 | 0.07% | 10,822 | -2,701 | -20.0% | -$12.47万 | 减仓 |
| O | REALTY INCOME CORP | $48.89万 | 0.07% | 7,890 | -1,163 | -12.8% | -$7.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.15万 | 0.07% | 1,471 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $46.32万 | 0.07% | 2,861 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $45.75万 | 0.07% | 3,918 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $45.07万 | 0.06% | 5,232 | -240 | -4.4% | -$2.07万 | 减仓 |
| EMR | EMERSON ELEC CO | $42.13万 | 0.06% | 2,943 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.26万 | 0.06% | 539 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.18万 | 0.06% | 3,421 | -1 | -0.0% | -$117 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $38.59万 | 0.06% | 10,128 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $38.46万 | 0.06% | 5,316 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.71万 | 0.05% | 522 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $36.57万 | 0.05% | 1,678 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $35.79万 | 0.05% | 1,013 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $35.48万 | 0.05% | 2,808 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $34.00万 | 0.05% | 1,348 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $32.01万 | 0.05% | 1,216 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.05万 | 0.04% | 2,117 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $30.93万 | 0.04% | 549 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $29.80万 | 0.04% | 1,763 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $29.52万 | 0.04% | 4,103 | -296 | -6.7% | -$2.13万 | 减仓 |
| MRK | MERCK & CO INC | $29.36万 | 0.04% | 2,285 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $25.00万 | 0.04% | 2,640 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $23.48万 | 0.03% | 2,100 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $22.91万 | 0.03% | 1,145 | -8,357 | -87.9% | -$167.23万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $22.21万 | 0.03% | 2,023 | -147 | -6.8% | -$1.61万 | 重新持有 |
| — | PATRIOT NATL BANCORP INC | $1.44万 | 0.00% | 15,000 | 15,000 | — | $1.44万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -23,647 | -100.0% | -$90.85万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,748 | -100.0% | -$21.72万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,003 | -100.0% | -$21.14万 | 清仓 |