Kopp Family Office, LLC
MINNETONKA MN · SEC CIK 0001683689
$1.45亿2026Q1 申报市值
21持仓数
91.6%前十大占比 · 第一大 19.4%
1 / 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
SPY 新建仓+$1,943.80万
AGG 加仓+$1,011.54万
VCEL 加仓+$5.47万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$946.12万
VWO 减仓-$550.60万
TEAM 清仓-$409.39万
VRDN 减仓-$230.57万
XMTR 减仓-$190.11万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,818.67万 | 19.39% | 439,867 | -28,737 | -6.1% | -$184.15万 | 减仓 |
| AGG | ISHARES TR | $2,732.49万 | 18.80% | 275,258 | 101,898 | 58.8% | $1,011.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,028.36万 | 13.96% | 105,688 | -1,828 | -1.7% | -$35.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,943.80万 | 13.37% | 29,889 | 29,889 | — | $1,943.80万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,221.84万 | 8.41% | 226,058 | -101,869 | -31.1% | -$550.60万 | 减仓 |
| IJH | ISHARES TR | $934.59万 | 6.43% | 138,396 | -140,103 | -50.3% | -$946.12万 | 减仓 |
| VCEL | VERICEL CORP | $525.51万 | 3.62% | 163,355 | 1,700 | 1.1% | $5.47万 | 加仓 |
| HWKN | HAWKINS INC | $414.06万 | 2.85% | 26,957 | -331 | -1.2% | -$5.08万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $357.60万 | 2.46% | 328,680 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $333.13万 | 2.29% | 55,866 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC | $295.85万 | 2.04% | 72,440 | -46,551 | -39.1% | -$190.11万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $222.13万 | 1.53% | 85,009 | -42,320 | -33.2% | -$110.58万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $217.38万 | 1.50% | 16,330 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $184.38万 | 1.27% | 4,981 | -3,489 | -41.2% | -$129.15万 | 减仓 |
| NTNX | NUTANIX INC | $165.15万 | 1.14% | 43,448 | -44,493 | -50.6% | -$169.12万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $108.16万 | 0.74% | 55,295 | -117,878 | -68.1% | -$230.57万 | 减仓 |
| ISTB | ISHARES TR | $10.53万 | 0.07% | 2,173 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $9.60万 | 0.07% | 147 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $4.20万 | 0.03% | 839 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $3.99万 | 0.03% | 911 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $1.75万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -25,249 | -100.0% | -$409.39万 | 清仓 |