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
AGG ISHARES TR $00.00%0 -13,181-100.0% -$130.85万 清仓
FNDF SCHWAB STRATEGIC TR $00.00%0 -16,369-100.0% -$80.10万 清仓
IGIB ISHARES TR $00.00%0 -8,663-100.0% -$46.10万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -4,019-100.0% -$44.78万 清仓
ESQ ESQUIRE FINL HLDGS INC $00.00%0 -4,000-100.0% -$43.00万 清仓
GLD SPDR GOLD TR $00.00%0 -775-100.0% -$33.35万 清仓
— HONEYWELL INTL INC $00.00%0 -1,462-100.0% -$33.05万 清仓
CRM SALESFORCE INC $00.00%0 -1,532-100.0% -$28.59万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,979-100.0% -$26.13万 清仓
DEO DIAGEO PLC $00.00%0 -3,376-100.0% -$25.14万 清仓
IAU ISHARES GOLD TR $00.00%0 -2,820-100.0% -$24.86万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -1,468-100.0% -$23.08万 清仓
MTN VAIL RESORTS INC $00.00%0 -1,722-100.0% -$22.10万 清仓
SDY SPDR SERIES TRUST $00.00%0 -1,490-100.0% -$21.75万 清仓
EOG EOG RES INC $00.00%0 -1,489-100.0% -$21.53万 清仓
TJX TJX COS INC NEW $00.00%0 -1,310-100.0% -$20.92万 清仓
SID COMPANHIA SIDERURGICA NACION $00.00%0 -160,000-100.0% -$19.84万 清仓
GPRK GEOPARK LTD $00.00%0 -14,000-100.0% -$13.30万 清仓
PBYI PUMA BIOTECHNOLOGY INC $00.00%0 -10,092-100.0% -$6.45万 清仓
TMC TMC THE METALS COMPANY INC $00.00%0 -12,195-100.0% -$5.70万 清仓
IRD OPUS GENETICS INC $4.98万0.01%12,120 00.0% — 不变
PBR PETROLEO BRASILEIRO S A $16.16万0.02%10,000 00.0% — 不变
PUMP PROPETRO HLDG CORP $17.60万0.02%12,274 00.0% — 不变
— CKX LDS INC $18.55万0.02%17,157 -1,107-6.1% -$1.20万 减仓
RSG REPUBLIC SVCS INC $20.26万0.02%951 -19-2.0% -$4,049 减仓
IWP ISHARES TR $20.50万0.02%1,400 -68-4.6% -$9,956 重新持有
IWO ISHARES TR $20.68万0.02%525 525— $20.68万 新建仓
COR CENCORA INC $20.80万0.02%735 -7-0.9% -$1,981 减仓
TER TERADYNE INC $20.81万0.02%430 430— $20.81万 新建仓
ETR ENTERGY CORP NEW $21.09万0.02%1,836 00.0% — 不变
CL COLGATE PALMOLIVE CO $21.13万0.02%2,305 -123-5.1% -$1.13万 减仓
STNE STONECO LTD $21.40万0.02%19,739 1390.7% $1,507 加仓
ALL ALLSTATE CORP $21.58万0.03%907 -571-38.6% -$13.59万 重新持有
XMMO INVESCO EXCHANGE TRADED FD T $22.12万0.03%1,300 1,300— $22.12万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $22.31万0.03%996 -189-15.9% -$4.23万 减仓
VSXY VICTORIAS SECRET AND CO $22.40万0.03%2,683 2,683— $22.40万 新建仓
GILD GILEAD SCIENCES INC $22.44万0.03%1,776 -504-22.1% -$6.37万 减仓
EFG ISHARES TR $22.58万0.03%1,815 -1,393-43.4% -$17.33万 减仓
CIFR CIPHER DIGITAL INC $22.66万0.03%9,250 9,250— $22.66万 新建仓
ZTS ZOETIS INC $22.70万0.03%3,159 -108-3.3% -$7,762 减仓
DUK DUKE ENERGY CORP NEW $23.80万0.03%1,880 -364-16.2% -$4.61万 减仓
EMXC ISHARES INC $24.04万0.03%2,350 -1,449-38.1% -$14.82万 减仓
IWR ISHARES TR $24.36万0.03%2,208 00.0% — 不变
CB CHUBB LIMITED $24.40万0.03%716 -67-8.6% -$2.28万 减仓
TLT ISHARES TR $24.41万0.03%2,825 -1,750-38.3% -$15.12万 减仓
SPLV INVESCO EXCH TRADED FD TR II $24.57万0.03%3,281 00.0% — 不变
VB VANGUARD INDEX FDS $24.70万0.03%815 -330-28.8% -$10.00万 减仓
BCD ABRDN ETFS $24.83万0.03%7,270 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $25.09万0.03%3,358 -200-5.6% -$1.49万 减仓
BA BOEING CO $25.37万0.03%1,172 -106-8.3% -$2.29万 减仓
SCHA SCHWAB STRATEGIC TR $25.93万0.03%7,176 -2,095-22.6% -$7.57万 减仓
WDFC WD 40 CO $26.12万0.03%1,072 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $26.38万0.03%375 30.8% $2,110 加仓
SHW SHERWIN WILLIAMS CO $26.41万0.03%767 -124-13.9% -$4.27万 减仓
PBI PITNEY BOWES INC $26.59万0.03%15,179 890.6% $1,559 加仓
EQT EQT CORP $27.08万0.03%5,093 -2,497-32.9% -$13.28万 减仓
OMC OMNICOM GROUP INC $27.37万0.03%3,758 -6-0.2% -$437 减仓
CCU COMPANIA CERVECERIAS UNIDAS $28.00万0.03%25,000 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $28.42万0.03%1,705 -422-19.8% -$7.03万 减仓
ROK ROCKWELL AUTOMATION INC $28.42万0.03%574 -42-6.8% -$2.08万 减仓
GSIE GOLDMAN SACHS ETF TR $28.87万0.03%6,317 -8,094-56.2% -$36.99万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $29.53万0.03%5,784 3426.3% $1.75万 加仓
EMB ISHARES TR $29.61万0.03%3,070 -8,193-72.7% -$79.01万 减仓
ED CONSOLIDATED EDISON INC $29.63万0.03%2,678 100.4% $1,106 加仓
XLK SELECT SECTOR SPDR TR $29.68万0.03%1,558 -56-3.5% -$1.07万 重新持有
SCHW SCHWAB CHARLES CORP $29.82万0.03%3,232 -3,476-51.8% -$32.07万 减仓
CNQ CANADIAN NAT RES LTD MED TER $30.75万0.04%7,786 -1,129-12.7% -$4.46万 减仓
SHYG ISHARES TR $32.38万0.04%7,635 00.0% — 不变
SHEL SHELL PLC $32.71万0.04%4,218 -55-1.3% -$4,265 减仓
PANW PALO ALTO NETWORKS INC $32.91万0.04%965 -431-30.9% -$14.70万 减仓
SNY SANOFI SA $32.98万0.04%7,732 -772-9.1% -$3.29万 减仓
FLEX FLEX LTD $33.22万0.04%2,050 2,050— $33.22万 新建仓
MU MICRON TECHNOLOGY INC $34.40万0.04%298 -435-59.3% -$50.21万 减仓
USMV ISHARES TR $34.71万0.04%3,598 -390-9.8% -$3.76万 减仓
ADI ANALOG DEVICES INC $34.71万0.04%874 -84-8.8% -$3.34万 减仓
ITW ILLINOIS TOOL WKS INC $34.92万0.04%1,291 -168-11.5% -$4.54万 减仓
PNC PNC FINL SVCS GROUP INC $35.26万0.04%1,432 -33-2.3% -$8,125 减仓
JEF JEFFERIES FINANCIAL GROUP IN $35.76万0.04%7,155 -16-0.2% -$800 减仓
GWW WW GRAINGER INC $36.46万0.04%268 -36-11.8% -$4.90万 减仓
TMO THERMO FISHER SCIENTIFIC INC $36.90万0.04%736 -52-6.6% -$2.61万 减仓
WMB WILLIAMS COS INC $37.62万0.04%5,061 -10-0.2% -$743 减仓
C CITIGROUP INC $37.86万0.04%2,705 -111-3.9% -$1.55万 减仓
PSX PHILLIPS 66 $37.98万0.04%2,247 -174-7.2% -$2.94万 减仓
BILS SPDR SERIES TRUST $38.26万0.04%3,850 00.0% — 不变
BIL SPDR SERIES TRUST $38.44万0.04%4,195 -4,405-51.2% -$40.37万 减仓
NSC NORFOLK SOUTHN CORP $38.51万0.04%1,224 -28-2.2% -$8,809 减仓
SCHF SCHWAB STRATEGIC TR $38.51万0.04%13,904 -123,943-89.9% -$343.32万 减仓
ISRG INTUITIVE SURGICAL INC $40.40万0.05%1,016 40.4% $1,591 加仓
NOC NORTHROP GRUMMAN CORP $41.15万0.05%808 -216-21.1% -$11.00万 减仓
COF CAPITAL ONE FINL CORP $41.55万0.05%2,071 -48-2.3% -$9,629 减仓
MELI MERCADOLIBRE INC $43.28万0.05%255 -265-51.0% -$44.98万 减仓
EC ECOPETROL S A $43.33万0.05%30,425 00.0% — 不变
LOW LOWES COS INC $43.37万0.05%1,967 -61-3.0% -$1.35万 减仓
CRC CALIFORNIA RES CORP $43.86万0.05%8,295 -4,345-34.4% -$22.97万 减仓
IEV ISHARES TR $44.50万0.05%6,108 70813.1% $5.16万 加仓
NVO NOVO-NORDISK A S $44.69万0.05%9,322 1631.8% $7,815 加仓
COHR COHERENT CORP $45.36万0.05%1,150 252.2% $9,862 加仓
SCHG SCHWAB STRATEGIC TR $46.01万0.05%13,596 00.0% — 不变
MAR MARRIOTT INTL INC NEW $46.32万0.05%1,250 -13-1.0% -$4,818 减仓
IWM ISHARES TR $47.17万0.06%1,570 -2-0.1% -$601 减仓