13F 机构持仓

Stokes Family Office, LLC

NEW ORLEANS LA · SEC CIK 0001802278

2026Q22026Q1 更早 9 个季度 🔒
$8.58亿2026Q2 申报市值
272持仓数
32.2%前十大占比 · 第一大 6.9%
13 / 20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 6.9%
AAPL 6.1%
GOOG 3.4%
IVW 2.8%
VTI 2.4%
IUSB 2.4%
DYNF 2.2%
ITOT 2.1%
IVE 2.0%
MSFT 1.9%

2026Q2 买入最多 按季末市值估算

EA SERIES TRUST 新建仓+$885.66万
CAOS 新建仓+$861.43万
EA SERIES TRUST 新建仓+$852.28万
IALT 新建仓+$572.10万
LLY 加仓+$174.04万

2026Q2 卖出最多 按季末市值估算

VIG 减仓-$2,499.42万
SCHR 减仓-$2,379.76万
IVE 减仓-$1,056.17万
EMGF 减仓-$884.16万
GOOG 减仓-$820.90万

2026Q2 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
PFE PFIZER INC $47.28万0.06%19,636 -6,951-26.1% -$16.74万 减仓
D DOMINION ENERGY INC $47.52万0.06%6,958 40.1% $273 加仓
SCHD SCHWAB STRATEGIC TR $49.18万0.06%15,510 00.0% — 不变
SYY SYSCO CORP $49.50万0.06%5,922 -6,878-53.7% -$57.49万 减仓
NVS NOVARTIS AG $49.98万0.06%3,189 -9-0.3% -$1,410 减仓
TSEM TOWER SEMICONDUCTOR LTD $50.80万0.06%1,949 00.0% — 不变
PKW INVESCO EXCHANGE TRADED FD T $51.00万0.06%3,600 00.0% — 不变
AFL AFLAC INC $51.95万0.06%4,431 -153-3.3% -$1.79万 减仓
CART MAPLEBEAR INC $52.75万0.06%11,141 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $55.95万0.07%9,613 -39,781-80.5% -$231.53万 减仓
LAMR LAMAR ADVERTISING CO $56.39万0.07%3,615 00.0% — 不变
TRV TRAVELERS COMPANIES INC $56.58万0.07%1,714 -303-15.0% -$10.00万 减仓
QQQ INVESCO QQQ TR $56.93万0.07%773 -13-1.7% -$9,575 减仓
IJH ISHARES TR $57.49万0.07%7,455 00.0% — 不变
IJR ISHARES TR $58.85万0.07%3,968 -70-1.7% -$1.04万 减仓
ITM VANECK ETF TRUST $59.71万0.07%12,706 6555.4% $3.08万 加仓
IBDR ISHARES TR $60.00万0.07%24,763 -2,080-7.7% -$5.04万 减仓
VDE VANGUARD WORLD FD $60.05万0.07%4,000 00.0% — 不变
IBDW ISHARES TR $61.44万0.07%29,480 4,75019.2% $9.90万 加仓
FCX FREEPORT MCMORAN INC $61.62万0.07%9,798 -41-0.4% -$2,578 减仓
MCK MCKESSON CORP $61.96万0.07%820 -115-12.3% -$8.69万 减仓
BAC BANK OF AMER CORP $63.10万0.07%11,075 -1,858-14.4% -$10.59万 减仓
IBDV ISHARES TR $63.77万0.07%29,250 5,40522.7% $11.78万 加仓
UNH UNITEDHEALTH GROUP INC $64.05万0.07%1,541 -484-23.9% -$20.12万 减仓
DIA STATE STR SPDR DOW JONES IND $64.31万0.07%1,231 -1,245-50.3% -$65.04万 减仓
VO VANGUARD INDEX FDS $64.34万0.08%7,986 -290-3.5% -$2.34万 减仓
BND VANGUARD BD INDEX FDS $64.45万0.08%8,779 8,779— $64.45万 新建仓
ACMR ACM RESH INC $66.93万0.08%5,275 5,275— $66.93万 新建仓
EMR EMERSON ELEC CO $67.61万0.08%4,723 -1,464-23.7% -$20.96万 减仓
ICVT ISHARES TR $67.63万0.08%5,555 -7,443-57.3% -$90.62万 减仓
IBDU ISHARES TR $68.23万0.08%29,459 5,11021.0% $11.83万 加仓
IBDT ISHARES TR $68.59万0.08%27,165 4,70020.9% $11.87万 加仓
BTI BRITISH AMERN TOB PLC $70.36万0.08%11,393 -1,118-8.9% -$6.90万 减仓
EFV ISHARES TR $70.40万0.08%9,196 -2,863-23.7% -$21.92万 减仓
TFI SPDR SERIES TRUST $70.89万0.08%15,479 00.0% — 不变
VLUE ISHARES TR $73.38万0.09%3,673 -62-1.7% -$1.24万 减仓
NU NU HLDGS LTD $73.52万0.09%55,027 00.0% — 不变
SLQD ISHARES TR $73.84万0.09%14,659 -1,900-11.5% -$9.57万 减仓
STIP ISHARES TR $78.07万0.09%7,642 7,642— $78.07万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $78.41万0.09%1,050 40.4% $2,987 加仓
IBDX ISHARES TR $78.67万0.09%31,230 3,90014.3% $9.82万 加仓
SCHR SCHWAB STRATEGIC TR $79.23万0.09%32,128 -965,027-96.8% -$2,379.76万 减仓
MRK MERCK & CO INC $79.50万0.09%6,187 -18-0.3% -$2,313 减仓
HCA HCA HEALTHCARE INC $79.58万0.09%2,041 90.4% $3,509 加仓
IBDY ISHARES TR $80.02万0.09%31,080 3,83014.1% $9.86万 加仓
IWL ISHARES TR $80.08万0.09%4,330 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $80.17万0.09%3,768 -62-1.6% -$1.32万 减仓
DIS DISNEY WALT CO $80.40万0.09%8,354 -2,416-22.4% -$23.25万 减仓
SCHM SCHWAB STRATEGIC TR $80.68万0.09%21,883 00.0% — 不变
IBDZ ISHARES TR $82.10万0.10%31,515 4,51516.7% $11.76万 加仓
VIOV VANGUARD ADMIRAL FDS INC $82.24万0.10%7,009 -325-4.4% -$3.81万 减仓
VLO VALERO ENERGY CORP $82.46万0.10%3,166 -3-0.1% -$781 减仓
EDV VANGUARD WORLD FD $83.25万0.10%12,792 -37,348-74.5% -$243.06万 减仓
SPYD SPDR SERIES TRUST $85.88万0.10%18,000 00.0% — 不变
ENB ENBRIDGE INC $86.61万0.10%15,976 1100.7% $5,963 加仓
IBDS ISHARES TR $86.67万0.10%35,784 4,91515.9% $11.90万 加仓
INTC INTEL CORP $87.16万0.10%6,242 -2,390-27.7% -$33.37万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $87.59万0.10%1,834 -804-30.5% -$38.40万 减仓
OEF ISHARES TR $87.85万0.10%2,401 -6,763-73.8% -$247.45万 减仓
IBM INTERNATIONAL BUSINESS MACHS $88.54万0.10%3,148 -836-21.0% -$23.51万 减仓
SO SOUTHERN CO $89.95万0.10%9,398 -5,801-38.2% -$55.52万 减仓
IXUS ISHARES TR $90.12万0.11%9,443 800.9% $7,635 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $91.92万0.11%18,652 00.0% — 不变
WFC WELLS FARGO & CO $93.59万0.11%11,325 -144-1.3% -$1.19万 减仓
— DIMENSIONAL ETF TRUST $99.29万0.12%37,956 -208,538-84.6% -$545.54万 减仓
MA MASTERCARD INCORPORATED $99.33万0.12%1,934 -312-13.9% -$16.02万 减仓
NFLX NETFLIX INC. $100.43万0.12%14,066 -1,944-12.1% -$13.88万 减仓
LMT LOCKHEED MARTIN CORP $103.42万0.12%2,030 170.8% $8,661 加仓
ASML ASML HLDG NV $105.04万0.12%528 -182-25.6% -$36.21万 减仓
MDLZ MONDELEZ INTL INC $105.61万0.12%18,258 -662-3.5% -$3.83万 减仓
VWO VANGUARD INTL EQUITY INDEX F $105.69万0.12%17,706 -11,910-40.2% -$71.09万 减仓
— GRUPO AVAL ACCIONES Y VALORE $105.69万0.12%210,123 9340.4% $4,698 加仓
SYSB ISHARES TR $110.36万0.13%12,439 -1,090-8.1% -$9.67万 减仓
EPD ENTERPRISE PRODS PARTNERS L $110.59万0.13%30,085 00.0% — 不变
SPYM SPDR SERIES TRUST $111.71万0.13%12,712 2,15720.4% $18.96万 加仓
DGRO ISHARES TR $112.39万0.13%14,829 00.0% — 不变
VNQ VANGUARD INDEX FDS $112.75万0.13%11,692 -1,573-11.9% -$15.17万 减仓
NKE NIKE INC $113.25万0.13%27,588 -1,409-4.9% -$5.78万 减仓
IBCA ISHARES TR $115.12万0.13%44,950 18,95072.9% $48.53万 加仓
WM WASTE MGMT INC DEL $115.18万0.13%5,168 -35-0.7% -$7,801 减仓
T AT&T INC $115.51万0.13%55,803 3490.6% $7,224 加仓
VCIT VANGUARD SCOTTSDALE FDS $124.07万0.14%15,012 -352-2.3% -$2.91万 减仓
VZ VERIZON COMMUNICATIONS INC $128.61万0.15%30,375 -1,689-5.3% -$7.15万 减仓
IVLU ISHARES TR $129.66万0.15%31,005 -2,177-6.6% -$9.10万 减仓
UNP UNION PAC CORP $133.77万0.16%4,918 -406-7.6% -$11.04万 减仓
UBER UBER TECHNOLOGIES INC $136.40万0.16%18,903 -3,611-16.0% -$26.06万 减仓
TSLA TESLA INC $140.14万0.16%3,332 1023.2% $4.29万 加仓
KO COCA COLA CO $140.67万0.16%17,309 -2,700-13.5% -$21.94万 减仓
ET ENERGY TRANSFER L P $141.09万0.16%73,790 00.0% — 不变
AXP AMERICAN EXPRESS CO $146.82万0.17%4,341 -1,043-19.4% -$35.28万 减仓
VXF VANGUARD INDEX FDS $147.73万0.17%6,000 00.0% — 不变
IWV ISHARES TR $149.24万0.17%3,500 00.0% — 不变
CAT CATERPILLAR INC $156.01万0.18%1,465 -149-9.2% -$15.87万 减仓
SBUX STARBUCKS CORP $162.57万0.19%15,908 -2,152-11.9% -$21.99万 减仓
MCD MCDONALDS CORP $165.24万0.19%6,113 -292-4.6% -$7.89万 减仓
— DOUGLAS ELLIMAN INC $168.15万0.20%950,000 312,50049.0% $55.31万 加仓
NRP NATURAL RESOURCE PARTNERS LP $169.41万0.20%17,465 -600-3.3% -$5.82万 减仓
LRGF ISHARES TR $169.56万0.20%22,419 -11,536-34.0% -$87.25万 减仓
— EA SERIES TRUST $172.95万0.20%50,762 38,875327.0% $132.45万 加仓
SLV ISHARES SILVER TR $175.38万0.20%32,800 00.0% — 不变