Omnia Family Wealth, LLC
AVENTURA FL · SEC CIK 0001696136
$3.17亿2026Q1 申报市值
90持仓数
80.3%前十大占比 · 第一大 32.7%
7 / 15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
SGOV 加仓+$1,524.19万
VEA 加仓+$49.55万
GEV 新建仓+$24.89万
FIX 新建仓+$23.03万
SLB 新建仓+$22.63万
2026Q1 卖出最多 按季末市值估算
ARES 清仓-$565.88万
VOO 减仓-$550.40万
NVDA 减仓-$191.43万
AAPL 减仓-$168.87万
GOOGL 减仓-$143.98万
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 |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -35,011 | -100.0% | -$565.88万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -7,493 | -100.0% | -$74.42万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,638 | -100.0% | -$40.32万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,138 | -100.0% | -$30.19万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -490 | -100.0% | -$28.41万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,840 | -100.0% | -$28.37万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -975 | -100.0% | -$26.16万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -745 | -100.0% | -$24.38万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,124 | -100.0% | -$24.28万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,883 | -100.0% | -$23.56万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -412 | -100.0% | -$23.33万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,754 | -100.0% | -$23.18万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -397 | -100.0% | -$20.75万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,663 | -100.0% | -$20.41万 | 清仓 |
| — | HEALTH CATALYST INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$3.35万 | 清仓 |
| — | NEXTPLAT CORP | $3.36万 | 0.01% | 90,229 | 0 | 0.0% | — | 不变 |
| — | AVAX ONE TECHNOLOGY LTD | $7.87万 | 0.02% | 131,605 | 131,605 | — | $7.87万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.32万 | 0.06% | 751 | -437 | -36.8% | -$11.82万 | 减仓 |
| BN | BROOKFIELD CORP | $20.44万 | 0.06% | 5,060 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $20.56万 | 0.06% | 1,082 | 1,082 | — | $20.56万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.10万 | 0.07% | 3,479 | 3,479 | — | $21.10万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.47万 | 0.07% | 51 | 51 | — | $21.47万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $22.26万 | 0.07% | 1,220 | 56 | 4.8% | $1.02万 | 加仓 |
| ENB | ENBRIDGE INC | $22.55万 | 0.07% | 4,172 | 0 | 0.0% | — | 重新持有 |
| SLB | SLB LIMITED | $22.63万 | 0.07% | 4,379 | 4,379 | — | $22.63万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $23.03万 | 0.07% | 167 | 167 | — | $23.03万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $23.36万 | 0.07% | 2,504 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $23.69万 | 0.07% | 1,526 | -175 | -10.3% | -$2.72万 | 减仓 |
| KO | COCA COLA CO | $24.05万 | 0.08% | 3,140 | -927 | -22.8% | -$7.10万 | 减仓 |
| PHM | PULTE GROUP INC | $24.45万 | 0.08% | 2,074 | 9 | 0.4% | $1,061 | 加仓 |
| GEV | GE VERNOVA INC | $24.89万 | 0.08% | 285 | 285 | — | $24.89万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $25.00万 | 0.08% | 765 | -217 | -22.1% | -$7.09万 | 减仓 |
| SUB | ISHARES TR | $25.59万 | 0.08% | 2,403 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.95万 | 0.08% | 1,213 | -663 | -35.3% | -$14.18万 | 减仓 |
| WFC | WELLS FARGO & CO | $26.83万 | 0.08% | 3,370 | -1,070 | -24.1% | -$8.52万 | 减仓 |
| EFA | ISHARES TR | $27.33万 | 0.09% | 2,814 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $27.69万 | 0.09% | 14,805 | -605 | -3.9% | -$1.13万 | 减仓 |
| CSCO | CISCO SYS INC | $27.82万 | 0.09% | 3,585 | -2,686 | -42.8% | -$20.84万 | 减仓 |
| FDX | FEDEX CORP | $28.42万 | 0.09% | 796 | -7 | -0.9% | -$2,499 | 减仓 |
| GE | GE AEROSPACE | $28.60万 | 0.09% | 1,007 | 13 | 1.3% | $3,692 | 加仓 |
| TOL | TOLL BROTHERS INC | $28.85万 | 0.09% | 2,114 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.90万 | 0.09% | 3,112 | -1,100 | -26.1% | -$10.22万 | 减仓 |
| QCOM | QUALCOMM INC | $28.92万 | 0.09% | 2,246 | -284 | -11.2% | -$3.66万 | 减仓 |
| DHI | D R HORTON INC | $29.26万 | 0.09% | 2,132 | -149 | -6.5% | -$2.04万 | 减仓 |
| — | HONEYWELL INTL INC | $31.19万 | 0.10% | 1,380 | 95 | 7.4% | $2.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $31.82万 | 0.10% | 1,538 | -545 | -26.2% | -$11.28万 | 减仓 |
| — | EXXON MOBIL CORP | $32.22万 | 0.10% | 1,899 | -1,800 | -48.7% | -$30.54万 | 减仓 |
| NFLX | NETFLIX INC. | $33.11万 | 0.10% | 3,444 | -1,095 | -24.1% | -$10.53万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $34.00万 | 0.11% | 11,224 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $34.52万 | 0.11% | 965 | -127 | -11.6% | -$4.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.12万 | 0.11% | 2,401 | -527 | -18.0% | -$7.71万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.51万 | 0.11% | 9,384 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.40万 | 0.11% | 8,248 | -1,616 | -16.4% | -$7.13万 | 减仓 |
| HD | HOME DEPOT INC | $38.54万 | 0.12% | 1,172 | -453 | -27.9% | -$14.90万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.64万 | 0.13% | 480 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $40.86万 | 0.13% | 2,118 | -916 | -30.2% | -$17.67万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $43.00万 | 0.14% | 5,045 | -308 | -5.8% | -$2.63万 | 减仓 |
| SHY | ISHARES TR | $44.19万 | 0.14% | 5,352 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $44.51万 | 0.14% | 1,317 | -147 | -10.0% | -$4.97万 | 减仓 |
| CAT | CATERPILLAR INC | $45.06万 | 0.14% | 636 | -230 | -26.6% | -$16.29万 | 减仓 |
| PCAR | PACCAR INC | $47.60万 | 0.15% | 4,121 | -236 | -5.4% | -$2.73万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $50.22万 | 0.16% | 1,154 | -59 | -4.9% | -$2.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.52万 | 0.16% | 507 | 143 | 39.3% | $14.25万 | 加仓 |
| MS | MORGAN STANLEY | $51.30万 | 0.16% | 3,117 | -675 | -17.8% | -$11.11万 | 减仓 |
| MRK | MERCK & CO INC | $52.07万 | 0.16% | 4,298 | -920 | -17.6% | -$11.14万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $54.18万 | 0.17% | 3,751 | -1,137 | -23.3% | -$16.42万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $55.68万 | 0.18% | 3,090 | -273 | -8.1% | -$4.92万 | 减仓 |
| WMT | WALMART INC | $56.12万 | 0.18% | 4,507 | -2,306 | -33.8% | -$28.72万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $59.83万 | 0.19% | 3,587 | -559 | -13.5% | -$9.32万 | 减仓 |
| LEN | LENNAR CORP | $60.06万 | 0.19% | 6,916 | 567 | 8.9% | $4.92万 | 加仓 |
| MCD | MCDONALDS CORP | $60.39万 | 0.19% | 1,943 | -309 | -13.7% | -$9.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $60.43万 | 0.19% | 3,080 | 424 | 16.0% | $8.32万 | 加仓 |
| IWB | ISHARES TR | $65.89万 | 0.21% | 1,848 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $67.73万 | 0.21% | 2,771 | -1,514 | -35.3% | -$37.01万 | 减仓 |
| V | VISA INC | $79.82万 | 0.25% | 2,641 | -845 | -24.2% | -$25.54万 | 减仓 |
| ABBV | ABBVIE INC | $91.22万 | 0.29% | 4,194 | -848 | -16.8% | -$18.44万 | 减仓 |
| BAC | BANK AMERICA CORP | $91.27万 | 0.29% | 18,722 | -2,939 | -13.6% | -$14.33万 | 减仓 |
| TSLA | TESLA INC | $92.05万 | 0.29% | 2,476 | -1,378 | -35.8% | -$51.23万 | 减仓 |
| AVGO | BROADCOM INC | $106.07万 | 0.33% | 3,427 | -1,845 | -35.0% | -$57.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $112.60万 | 0.35% | 1,863 | 87 | 4.9% | $5.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $113.91万 | 0.36% | 2,377 | -604 | -20.3% | -$28.94万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $123.40万 | 0.39% | 6,066 | -1,271 | -17.3% | -$25.86万 | 减仓 |
| DIS | DISNEY WALT CO | $135.44万 | 0.43% | 14,053 | -816 | -5.5% | -$7.86万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.45% | 2 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $160.44万 | 0.51% | 3,211 | -371 | -10.4% | -$18.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $177.53万 | 0.56% | 6,035 | -1,262 | -17.3% | -$37.12万 | 减仓 |
| META | META PLATFORMS INC | $178.65万 | 0.56% | 3,123 | -1,351 | -30.2% | -$77.28万 | 减仓 |
| LLY | ELI LILLY & CO | $196.04万 | 0.62% | 2,131 | -273 | -11.4% | -$25.11万 | 减仓 |
| AMZN | AMAZON COM INC | $228.83万 | 0.72% | 10,987 | -3,588 | -24.6% | -$74.73万 | 减仓 |
| GOOG | ALPHABET INC | $229.26万 | 0.72% | 7,992 | 351 | 4.6% | $10.07万 | 加仓 |
| GOOGL | ALPHABET INC | $306.34万 | 0.97% | 10,653 | -5,007 | -32.0% | -$143.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $338.39万 | 1.07% | 5,663 | -9,211 | -61.9% | -$550.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $373.08万 | 1.18% | 12,991 | 122 | 0.9% | $3.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $439.20万 | 1.38% | 25,182 | -10,976 | -30.4% | -$191.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $453.05万 | 1.43% | 12,239 | -3,193 | -20.7% | -$118.19万 | 减仓 |