Independent Family Office, LLC
ALBANY NY · SEC CIK 0001756485
$2.43亿2026Q1 申报市值
90持仓数
63.6%前十大占比 · 第一大 13.6%
14 / 3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
GBDC 新建仓+$150.67万
VOO 加仓+$117.12万
CDE 新建仓+$78.29万
NVDA 新建仓+$66.62万
TSM 加仓+$55.80万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$116.71万
GLD 减仓-$113.64万
PTC 减仓-$77.66万
NEW GOLD INC CDA 清仓-$73.26万
INFL 减仓-$59.18万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $3,294.05万 | 13.56% | 373,645 | -13,238 | -3.4% | -$116.71万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,005.42万 | 12.37% | 46,213 | -7 | -0.0% | -$4,552 | 减仓 |
| IWD | ISHARES TR | $1,809.04万 | 7.44% | 84,665 | -2,246 | -2.6% | -$47.99万 | 减仓 |
| PTC | PTC INC | $1,617.97万 | 6.66% | 113,550 | -5,450 | -4.6% | -$77.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,555.48万 | 6.40% | 26,031 | 1,960 | 8.1% | $117.12万 | 加仓 |
| GLD | SPDR GOLD TR | $1,168.97万 | 4.81% | 27,167 | -2,641 | -8.9% | -$113.64万 | 减仓 |
| IWM | ISHARES TR | $818.67万 | 3.37% | 33,011 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FDS TR | $780.52万 | 3.21% | 149,927 | -11,367 | -7.0% | -$59.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $731.59万 | 3.01% | 114,168 | 7,978 | 7.5% | $51.12万 | 加仓 |
| TOST | TOAST INC | $662.75万 | 2.73% | 250,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $652.25万 | 2.68% | 34,403 | -194 | -0.6% | -$3.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $585.34万 | 2.41% | 12,215 | 907 | 8.0% | $43.46万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $532.21万 | 2.19% | 24,747 | 0 | 0.0% | — | 不变 |
| DCRE | DOUBLELINE ETF TRUST | $379.61万 | 1.56% | 73,058 | 3,875 | 5.6% | $20.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $349.31万 | 1.44% | 10,336 | 1,651 | 19.0% | $55.80万 | 加仓 |
| IJR | ISHARES TR | $281.61万 | 1.16% | 22,654 | 1,387 | 6.5% | $17.24万 | 加仓 |
| GDX | VANECK ETF TRUST | $243.37万 | 1.00% | 26,520 | -275 | -1.0% | -$2.52万 | 减仓 |
| AAPL | APPLE INC | $227.32万 | 0.94% | 8,957 | 1,324 | 17.3% | $33.60万 | 加仓 |
| STIP | ISHARES TR | $212.76万 | 0.88% | 20,570 | 500 | 2.5% | $5.17万 | 加仓 |
| TIP | ISHARES TR | $182.38万 | 0.75% | 16,526 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $181.86万 | 0.75% | 51,316 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $179.51万 | 0.74% | 5,600 | -56 | -1.0% | -$1.80万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $178.43万 | 0.73% | 29,342 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $175.46万 | 0.72% | 4,740 | -27 | -0.6% | -$9,995 | 减仓 |
| GOOG | ALPHABET INC | $172.98万 | 0.71% | 6,030 | 600 | 11.0% | $17.21万 | 加仓 |
| IEO | ISHARES TR | $159.30万 | 0.66% | 12,754 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $150.67万 | 0.62% | 119,013 | 119,013 | — | $150.67万 | 新建仓 |
| GOOGL | ALPHABET INC | $148.70万 | 0.61% | 5,171 | 1,666 | 47.5% | $47.91万 | 加仓 |
| IJH | ISHARES TR | $147.82万 | 0.61% | 21,890 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $147.61万 | 0.61% | 7,450 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.59% | 2 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $143.19万 | 0.59% | 39,611 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $130.05万 | 0.54% | 33,850 | 1,000 | 3.0% | $3.84万 | 加仓 |
| VDC | VANGUARD WORLD FD | $126.67万 | 0.52% | 5,640 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $121.63万 | 0.50% | 15,774 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $119.40万 | 0.49% | 10,080 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $117.49万 | 0.48% | 20,688 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $113.56万 | 0.47% | 13,754 | -224 | -1.6% | -$1.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $110.94万 | 0.46% | 2,257 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $110.43万 | 0.45% | 8,414 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $102.42万 | 0.42% | 1,568 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $102.03万 | 0.42% | 1,024 | 387 | 60.8% | $38.56万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $86.77万 | 0.36% | 4,275 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $82.97万 | 0.34% | 10,582 | -3,425 | -24.5% | -$26.86万 | 减仓 |
| META | META PLATFORMS INC | $80.67万 | 0.33% | 1,410 | 820 | 139.0% | $46.91万 | 加仓 |
| CDE | COEUR MNG INC | $78.29万 | 0.32% | 41,712 | 41,712 | — | $78.29万 | 新建仓 |
| AMZN | AMAZON COM INC | $72.31万 | 0.30% | 3,472 | 2,167 | 166.1% | $45.13万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $72.25万 | 0.30% | 15,140 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $66.62万 | 0.27% | 3,820 | 3,820 | — | $66.62万 | 新建仓 |
| EFA | ISHARES TR | $65.35万 | 0.27% | 6,728 | -446 | -6.2% | -$4.33万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.43万 | 0.26% | 8,616 | 4,949 | 135.0% | $35.86万 | 加仓 |
| NEM | NEWMONT CORP | $60.54万 | 0.25% | 5,593 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $59.97万 | 0.25% | 1,039 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $59.94万 | 0.25% | 5,500 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $59.57万 | 0.25% | 2,025 | -175 | -8.0% | -$5.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $58.44万 | 0.24% | 1,932 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $51.17万 | 0.21% | 4,100 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $50.59万 | 0.21% | 550 | 50 | 10.0% | $4.60万 | 加仓 |
| EME | EMCOR GROUP INC | $49.54万 | 0.20% | 671 | 671 | — | $49.54万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $49.49万 | 0.20% | 12,652 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $49.32万 | 0.20% | 2,488 | 1,379 | 124.3% | $27.34万 | 加仓 |
| FLOT | ISHARES TR | $47.99万 | 0.20% | 9,420 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $47.70万 | 0.20% | 10,315 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $47.63万 | 0.20% | 2,268 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $47.42万 | 0.20% | 4,969 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $46.05万 | 0.19% | 3,751 | 3,751 | — | $46.05万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $41.53万 | 0.17% | 1,699 | 250 | 17.3% | $6.11万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.62万 | 0.15% | 816 | 816 | — | $37.62万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $36.76万 | 0.15% | 1,350 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $33.97万 | 0.14% | 6,200 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $33.08万 | 0.14% | 1,271 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.32万 | 0.13% | 2,520 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $31.00万 | 0.13% | 2,340 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $30.89万 | 0.13% | 779 | 779 | — | $30.89万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $29.93万 | 0.12% | 9,350 | 9,350 | — | $29.93万 | 新建仓 |
| V | VISA INC | $28.77万 | 0.12% | 952 | 952 | — | $28.77万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $28.61万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $28.46万 | 0.12% | 5,500 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $27.72万 | 0.11% | 1,884 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $27.29万 | 0.11% | 7,425 | 7,425 | — | $27.29万 | 新建仓 |
| PEP | PEPSICO INC | $25.39万 | 0.10% | 1,635 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.16万 | 0.10% | 1,157 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $24.27万 | 0.10% | 5,357 | 5,357 | — | $24.27万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.33万 | 0.10% | 467 | 467 | — | $23.33万 | 新建仓 |
| TY | TRI CONTL CORP | $22.07万 | 0.09% | 6,987 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.50万 | 0.09% | 1,058 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $21.47万 | 0.09% | 51 | 51 | — | $21.47万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.83万 | 0.09% | 1,228 | 1,228 | — | $20.83万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.81万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $20.42万 | 0.08% | 2,100 | 0 | 0.0% | — | 不变 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -84,114 | -100.0% | -$73.26万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,682 | -100.0% | -$26.79万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -428 | -100.0% | -$20.99万 | 清仓 |