Stokes Family Office, LLC
NEW ORLEANS LA · SEC CIK 0001802278
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | $1,109.04万 | 1.14% | 336,584 | 4,196 | 1.3% | $13.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,109.16万 | 1.14% | 23,146 | -2,685 | -10.4% | -$128.67万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,109.19万 | 1.14% | 344,971 | 344,971 | — | $1,109.19万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,155.88万 | 1.19% | 310,721 | 310,721 | — | $1,155.88万 | 新建仓 |
| QMOM | EA SERIES TRUST | $1,168.33万 | 1.21% | 171,033 | -17,527 | -9.3% | -$119.73万 | 减仓 |
| MTUM | ISHARES TR | $1,187.34万 | 1.23% | 49,474 | -3,712 | -7.0% | -$89.09万 | 减仓 |
| EMGF | ISHARES INC | $1,258.77万 | 1.30% | 208,302 | -113,014 | -35.2% | -$682.94万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,285.74万 | 1.33% | 86,816 | -698 | -0.8% | -$10.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,289.39万 | 1.33% | 62,319 | -3,646 | -5.5% | -$75.44万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $1,349.37万 | 1.39% | 602,665 | -24,323 | -3.9% | -$54.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,376.13万 | 1.42% | 56,297 | -4,380 | -7.2% | -$107.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,426.04万 | 1.47% | 48,478 | -5,747 | -10.6% | -$169.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,704.96万 | 1.76% | 46,059 | -20,222 | -30.5% | -$748.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,889.22万 | 1.95% | 58,889 | -2,634 | -4.3% | -$84.50万 | 减仓 |
| ITOT | ISHARES TR | $2,026.84万 | 2.09% | 142,304 | -22,999 | -13.9% | -$327.58万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,200.88万 | 2.27% | 378,288 | -89,028 | -19.1% | -$517.96万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,483.91万 | 2.56% | 997,155 | -125,235 | -11.2% | -$311.96万 | 减仓 |
| IVE | ISHARES TR | $2,560.02万 | 2.64% | 121,242 | -33,372 | -21.6% | -$704.65万 | 减仓 |
| IVW | ISHARES TR | $2,640.40万 | 2.72% | 233,437 | -23,788 | -9.2% | -$269.07万 | 减仓 |
| IUSB | ISHARES TR | $2,654.73万 | 2.74% | 574,741 | -49,950 | -8.0% | -$230.72万 | 减仓 |
| GOOG | ALPHABET INC | $3,058.83万 | 3.16% | 106,631 | -7,925 | -6.9% | -$227.34万 | 减仓 |
| AAPL | APPLE INC | $4,947.93万 | 5.11% | 194,962 | -32,316 | -14.2% | -$820.15万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,614.92万 | 7.86% | 354,083 | 11,196 | 3.3% | $240.78万 | 加仓 |