Independent Family Office, LLC
ALBANY NY · SEC CIK 0001756485
$2.49亿2026Q2 申报市值
85持仓数
64.2%前十大占比 · 第一大 13.9%
7 / 12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
VOO 加仓+$121.22万
BSV 加仓+$61.16万
MOD 新建仓+$53.40万
VEA 加仓+$44.08万
INFL 加仓+$43.59万
2026Q2 卖出最多 按季末市值估算
TIP 减仓-$138.87万
LQD 清仓-$59.94万
LLY 清仓-$50.59万
HGV 清仓-$49.49万
IJH 减仓-$45.11万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $0 | 0.00% | 0 | -5,500 | -100.0% | -$59.94万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -550 | -100.0% | -$50.59万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | -12,652 | -100.0% | -$49.49万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -2,340 | -100.0% | -$31.00万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -779 | -100.0% | -$30.89万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$28.61万 | 清仓 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | -5,500 | -100.0% | -$28.46万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -7,425 | -100.0% | -$27.29万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,157 | -100.0% | -$25.16万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,357 | -100.0% | -$24.27万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -1,275 | -100.0% | -$21.47万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,228 | -100.0% | -$20.83万 | 清仓 |
| PEP | PEPSICO INC | $22.14万 | 0.09% | 1,635 | 0 | 0.0% | — | 不变 |
| PNTG | PENNANT GROUP INC | $22.17万 | 0.09% | 6,000 | 6,000 | — | $22.17万 | 新建仓 |
| IWR | ISHARES TR | $23.17万 | 0.09% | 2,100 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.69万 | 0.10% | 1,058 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $23.82万 | 0.10% | 8,000 | 8,000 | — | $23.82万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.99万 | 0.10% | 467 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $24.05万 | 0.10% | 6,987 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $24.62万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $24.94万 | 0.10% | 600 | 600 | — | $24.94万 | 新建仓 |
| MSTR | STRATEGY INC | $26.95万 | 0.11% | 3,100 | -1,000 | -24.4% | -$8.69万 | 减仓 |
| ORCL | ORACLE CORP | $27.61万 | 0.11% | 1,884 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.54万 | 0.11% | 2,520 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $30.40万 | 0.12% | 4,000 | 4,000 | — | $30.40万 | 新建仓 |
| EME | EMCOR GROUP INC | $30.79万 | 0.12% | 371 | -300 | -44.7% | -$24.90万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $31.79万 | 0.13% | 9,350 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $32.45万 | 0.13% | 816 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $32.57万 | 0.13% | 3,444 | -1,525 | -30.7% | -$14.42万 | 减仓 |
| V | VISA INC | $32.66万 | 0.13% | 952 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $34.38万 | 0.14% | 1,271 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $35.74万 | 0.14% | 6,200 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $37.84万 | 0.15% | 1,000 | 1,000 | — | $37.84万 | 新建仓 |
| TMUS | T-MOBILE US INC | $38.04万 | 0.15% | 2,268 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $38.55万 | 0.15% | 1,000 | 1,000 | — | $38.55万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $40.37万 | 0.16% | 1,350 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $41.98万 | 0.17% | 3,836 | -12,690 | -76.8% | -$138.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.15万 | 0.17% | 1,699 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $44.66万 | 0.18% | 10,315 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $47.16万 | 0.19% | 2,159 | -329 | -13.2% | -$7.19万 | 减仓 |
| FLOT | ISHARES TR | $48.09万 | 0.19% | 9,420 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $48.38万 | 0.19% | 2,848 | -903 | -24.1% | -$15.34万 | 减仓 |
| NEM | NEWMONT CORP | $52.24万 | 0.21% | 5,593 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $52.37万 | 0.21% | 1,600 | -425 | -21.0% | -$13.91万 | 减仓 |
| MOD | MODINE MFG CO | $53.40万 | 0.21% | 2,000 | 2,000 | — | $53.40万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $60.91万 | 0.24% | 15,140 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $61.08万 | 0.25% | 6,355 | -2,261 | -26.2% | -$21.73万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $65.35万 | 0.26% | 1,932 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $66.32万 | 0.27% | 4,275 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $68.07万 | 0.27% | 41,712 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $69.41万 | 0.28% | 742 | -282 | -27.5% | -$26.38万 | 减仓 |
| EFA | ISHARES TR | $69.89万 | 0.28% | 6,728 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $76.43万 | 0.31% | 3,820 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $79.42万 | 0.32% | 1,410 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $79.75万 | 0.32% | 1,083 | 44 | 4.2% | $3.24万 | 加仓 |
| AMZN | AMAZON COM INC | $82.75万 | 0.33% | 3,472 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $87.92万 | 0.35% | 10,708 | -3,046 | -22.1% | -$25.01万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $112.69万 | 0.45% | 33,850 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $113.16万 | 0.45% | 2,257 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $119.19万 | 0.48% | 8,414 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $123.68万 | 0.50% | 16,040 | -5,850 | -26.7% | -$45.11万 | 减仓 |
| IVV | ISHARES TR | $124.91万 | 0.50% | 1,668 | 100 | 6.4% | $7.49万 | 加仓 |
| VDC | VANGUARD WORLD FD | $127.18万 | 0.51% | 5,640 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $136.70万 | 0.55% | 39,611 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $137.27万 | 0.55% | 16,057 | 283 | 1.8% | $2.42万 | 加仓 |
| IJS | ISHARES TR | $137.77万 | 0.55% | 10,080 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $140.08万 | 0.56% | 12,754 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $141.53万 | 0.57% | 20,688 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $143.60万 | 0.58% | 18,432 | 7,850 | 74.2% | $61.16万 | 加仓 |
| VPU | VANGUARD WORLD FD | $145.82万 | 0.59% | 7,450 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.60% | 2 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $153.29万 | 0.62% | 119,013 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $154.82万 | 0.62% | 51,316 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $174.46万 | 0.70% | 4,677 | -63 | -1.3% | -$2.35万 | 减仓 |
| GOOGL | ALPHABET INC | $184.80万 | 0.74% | 5,171 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $192.82万 | 0.77% | 5,600 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $199.85万 | 0.80% | 29,342 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $200.09万 | 0.80% | 26,520 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $210.14万 | 0.84% | 20,570 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $213.06万 | 0.86% | 6,030 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $259.18万 | 1.04% | 8,957 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $357.37万 | 1.44% | 24,096 | 1,442 | 6.4% | $21.39万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $378.48万 | 1.52% | 73,058 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $495.05万 | 1.99% | 10,366 | 30 | 0.3% | $1.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $572.53万 | 2.30% | 24,196 | -551 | -2.2% | -$13.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $611.23万 | 2.46% | 12,215 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $695.50万 | 2.79% | 250,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $761.72万 | 3.06% | 34,436 | 33 | 0.1% | $7,300 | 加仓 |
| INFL | LISTED FDS TR | $791.42万 | 3.18% | 158,665 | 8,738 | 5.8% | $43.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $857.53万 | 3.44% | 120,355 | 6,187 | 5.4% | $44.08万 | 加仓 |
| IWM | ISHARES TR | $991.82万 | 3.98% | 33,011 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1,018.57万 | 4.09% | 27,650 | 483 | 1.8% | $17.79万 | 加仓 |
| PTC | PTC INC | $1,270.25万 | 5.10% | 111,808 | -1,742 | -1.5% | -$19.79万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,909.06万 | 7.67% | 27,796 | 1,765 | 6.8% | $121.22万 | 加仓 |
| IWD | ISHARES TR | $2,088.85万 | 8.39% | 86,163 | 1,498 | 1.8% | $36.32万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,838.54万 | 11.40% | 375,916 | 2,271 | 0.6% | $17.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,450.30万 | 13.86% | 46,203 | -10 | -0.0% | -$7,468 | 减仓 |