13F 机构持仓

Stokes Family Office, LLC

NEW ORLEANS LA · SEC CIK 0001802278

2026Q22026Q1 更早 9 个季度 🔒
$9.69亿2026Q1 申报市值
276持仓数
33.1%前十大占比 · 第一大 7.9%
13 / 44新建仓 / 清仓
申报市值走势$8.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VIG 7.9%
AAPL 5.1%
GOOG 3.2%
IUSB 2.7%
IVW 2.7%
IVE 2.6%
SCHR 2.6%
DYNF 2.3%
ITOT 2.1%
VTI 1.9%

2026Q1 买入最多 按季末市值估算

FENI 新建仓+$1,155.88万
CORO 新建仓+$1,109.19万
GOVT 加仓+$848.73万
TROW 新建仓+$305.31万
VIG 加仓+$240.78万

2026Q1 卖出最多 按季末市值估算

SCHF 减仓-$1,594.26万
OEF 减仓-$1,456.94万
AAPL 减仓-$820.15万
MSFT 减仓-$748.56万
IVE 减仓-$704.65万

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
GLD SPDR GOLD TR $33.35万0.03%775 00.0% — 不变
NVO NOVO-NORDISK A S $33.66万0.03%9,159 -817-8.2% -$3.00万 减仓
TSEM TOWER SEMICONDUCTOR LTD $34.20万0.04%1,949 -75-3.7% -$1.32万 减仓
EFG ISHARES TR $35.73万0.04%3,208 -2,383-42.6% -$26.54万 减仓
NSC NORFOLK SOUTHN CORP $35.93万0.04%1,252 -279-18.2% -$8.01万 减仓
IEV ISHARES TR $36.69万0.04%5,400 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $36.89万0.04%2,127 -683-24.3% -$11.85万 减仓
WMB WILLIAMS COS INC $36.91万0.04%5,071 -351-6.5% -$2.55万 减仓
USMV ISHARES TR $36.99万0.04%3,988 -161-3.9% -$1.49万 减仓
ITW ILLINOIS TOOL WKS INC $37.98万0.04%1,459 -456-23.8% -$11.87万 减仓
INTC INTEL CORP $38.09万0.04%8,632 -2,298-21.0% -$10.14万 减仓
BILS SPDR SERIES TRUST $38.28万0.04%3,850 00.0% — 不变
ZTS ZOETIS INC $38.62万0.04%3,267 -104-3.1% -$1.23万 减仓
COF CAPITAL ONE FINL CORP $38.65万0.04%2,119 -252-10.6% -$4.60万 减仓
TMO THERMO FISHER SCIENTIFIC INC $38.73万0.04%788 -275-25.9% -$13.52万 减仓
IWM ISHARES TR $38.99万0.04%1,572 704.7% $1.74万 加仓
SCHG SCHWAB STRATEGIC TR $39.61万0.04%13,596 -1,647-10.8% -$4.80万 减仓
TLT ISHARES TR $39.66万0.04%4,575 -249-5.2% -$2.16万 减仓
SHEL SHELL PLC $39.74万0.04%4,273 -853-16.6% -$7.93万 减仓
— EA SERIES TRUST $40.37万0.04%11,887 2,88732.1% $9.80万 加仓
SNY SANOFI SA $40.97万0.04%8,504 -1,357-13.8% -$6.54万 减仓
MAR MARRIOTT INTL INC NEW $41.31万0.04%1,263 -230-15.4% -$7.52万 减仓
CART MAPLEBEAR INC $41.73万0.04%11,141 00.0% — 不变
D DOMINION ENERGY INC $42.99万0.04%6,954 -49-0.7% -$3,029 减仓
ESQ ESQUIRE FINL HLDGS INC $43.00万0.04%4,000 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $43.44万0.04%8,915 -5,895-39.8% -$28.73万 减仓
PSX PHILLIPS 66 $44.11万0.05%2,421 -626-20.5% -$11.40万 减仓
APO APOLLO GLOBAL MGMT INC $44.78万0.05%4,019 4,019— $44.78万 新建仓
QQQ INVESCO QQQ TR $45.37万0.05%786 212.7% $1.21万 加仓
EC ECOPETROL S A $45.61万0.05%30,425 -139,883-82.1% -$209.68万 减仓
LAMR LAMAR ADVERTISING CO $45.79万0.05%3,615 -7-0.2% -$887 减仓
IGIB ISHARES TR $46.10万0.05%8,663 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $46.65万0.05%1,012 -146-12.6% -$6.73万 减仓
PKW INVESCO EXCHANGE TRADED FD T $47.25万0.05%3,600 -440-10.9% -$5.77万 减仓
SCHD SCHWAB STRATEGIC TR $47.59万0.05%15,510 -925-5.6% -$2.84万 减仓
LOW LOWES COS INC $47.92万0.05%2,028 -106-5.0% -$2.50万 减仓
EQT EQT CORP $48.30万0.05%7,590 -29-0.4% -$1,846 减仓
NVS NOVARTIS AG $48.85万0.05%3,198 -1,607-33.4% -$24.55万 减仓
IJR ISHARES TR $50.20万0.05%4,038 -786-16.3% -$9.77万 减仓
AFL AFLAC INC $50.29万0.05%4,584 -1,659-26.6% -$18.20万 减仓
IJH ISHARES TR $50.34万0.05%7,455 -2,168-22.5% -$14.64万 减仓
IBDW ISHARES TR $51.76万0.05%24,730 00.0% — 不变
IBDV ISHARES TR $52.20万0.05%23,845 00.0% — 不变
VLUE ISHARES TR $53.11万0.05%3,735 -45-1.2% -$6,398 减仓
UNH UNITEDHEALTH GROUP INC $54.79万0.06%2,025 -792-28.1% -$21.43万 减仓
ITM VANECK ETF TRUST $55.95万0.06%12,051 00.0% — 不变
IBDU ISHARES TR $56.64万0.06%24,349 00.0% — 不变
IBDT ISHARES TR $56.90万0.06%22,465 00.0% — 不变
FCX FREEPORT MCMORAN INC $57.83万0.06%9,839 850.9% $4,996 加仓
TRV TRAVELERS COMPANIES INC $58.83万0.06%2,017 -685-25.4% -$19.98万 减仓
VO VANGUARD INDEX FDS $59.41万0.06%2,069 331.6% $9,475 加仓
GSIE GOLDMAN SACHS ETF TR $62.16万0.06%14,411 -627-4.2% -$2.70万 减仓
SCHW SCHWAB CHARLES CORP $63.04万0.07%6,708 -485-6.7% -$4.56万 减仓
BAC BANK AMERICA CORP $63.05万0.07%12,933 -7,223-35.8% -$35.21万 减仓
IBDR ISHARES TR $65.07万0.07%26,843 -14,000-34.3% -$33.94万 减仓
IBCA ISHARES TR $66.66万0.07%26,000 4,00018.2% $10.26万 加仓
SCHM SCHWAB STRATEGIC TR $67.75万0.07%21,883 -461-2.1% -$1.43万 减仓
SPY STATE STR SPDR S&P 500 ETF T $68.03万0.07%1,046 -233-18.2% -$15.15万 减仓
IBDX ISHARES TR $69.06万0.07%27,330 00.0% — 不变
VDE VANGUARD WORLD FD $69.22万0.07%4,000 49014.0% $8.48万 加仓
IWL ISHARES TR $69.49万0.07%4,330 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $69.86万0.07%1,024 -367-26.4% -$25.04万 减仓
TFI SPDR SERIES TRUST $70.18万0.07%15,479 -300-1.9% -$1.36万 减仓
IBDZ ISHARES TR $70.36万0.07%27,000 00.0% — 不变
IBDY ISHARES TR $70.44万0.07%27,250 00.0% — 不变
BTI BRITISH AMERN TOB PLC $73.15万0.08%12,511 -5,073-28.9% -$29.66万 减仓
RSP INVESCO EXCHANGE TRADED FD T $73.51万0.08%3,830 00.0% — 不变
VIOV VANGUARD ADMIRAL FDS INC $74.62万0.08%7,334 60.1% $610 加仓
MRK MERCK & CO INC $74.64万0.08%6,205 -691-10.0% -$8.31万 减仓
PFE PFIZER INC $74.66万0.08%26,587 -2,131-7.4% -$5.98万 减仓
IBDS ISHARES TR $74.83万0.08%30,869 00.0% — 不变
VLO VALERO ENERGY CORP $78.30万0.08%3,169 -185-5.5% -$4.57万 减仓
BIL SPDR SERIES TRUST $78.81万0.08%8,600 00.0% — 不变
NU NU HLDGS LTD $79.07万0.08%55,027 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $79.35万0.08%18,652 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $80.10万0.08%16,369 -18,698-53.3% -$91.49万 减仓
SPYM SPDR SERIES TRUST $80.79万0.08%10,555 -282-2.6% -$2.16万 减仓
MCK MCKESSON CORP $80.91万0.08%935 -316-25.3% -$27.35万 减仓
EMR EMERSON ELEC CO $81.06万0.08%6,187 -698-10.1% -$9.15万 减仓
IXUS ISHARES TR $81.12万0.08%9,363 1,96026.5% $16.98万 加仓
SPYD SPDR SERIES TRUST $81.94万0.08%18,000 00.0% — 不变
SLQD ISHARES TR $83.61万0.09%16,559 00.0% — 不变
ENB ENBRIDGE INC $85.90万0.09%15,866 -585-3.6% -$3.17万 减仓
CRC CALIFORNIA RES CORP $87.49万0.09%12,640 12,640— $87.49万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $89.15万0.09%2,638 -1,772-40.2% -$59.88万 减仓
EFV ISHARES TR $89.66万0.09%12,059 -642-5.1% -$4.77万 减仓
MELI MERCADOLIBRE INC $89.91万0.09%520 383279.6% $66.22万 加仓
WFC WELLS FARGO & CO $91.30万0.09%11,469 -3,130-21.4% -$24.92万 减仓
SYY SYSCO CORP $91.30万0.09%12,800 -2,346-15.5% -$16.73万 减仓
— GRUPO AVAL ACCIONES Y VALORE $92.04万0.09%209,189 121,872139.6% $53.62万 加仓
ASML ASML HLDG NV $93.78万0.10%710 -79-10.0% -$10.43万 减仓
HCA HCA HEALTHCARE INC $96.16万0.10%2,032 -105-4.9% -$4.97万 减仓
IBM INTERNATIONAL BUSINESS MACHS $96.56万0.10%3,984 -465-10.5% -$11.27万 减仓
AMD ADVANCED MICRO DEVICES INC $96.98万0.10%4,767 -479-9.1% -$9.74万 减仓
DIS DISNEY WALT CO $103.80万0.11%10,770 -790-6.8% -$7.61万 减仓
DGRO ISHARES TR $104.07万0.11%14,829 4753.3% $3.33万 加仓
— DOUGLAS ELLIMAN INC $104.55万0.11%637,500 637,500— $104.55万 新建仓
EMB ISHARES TR $105.79万0.11%11,263 -28,094-71.4% -$263.89万 减仓
MDLZ MONDELEZ INTL INC $109.05万0.11%18,920 -2,112-10.0% -$12.17万 减仓
MA MASTERCARD INCORPORATED $112.22万0.12%2,246 -899-28.6% -$44.92万 减仓