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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $160.96万 | 0.17% | 32,064 | -8,394 | -20.7% | -$42.14万 | 减仓 |
| T | AT&T INC | $160.76万 | 0.17% | 55,454 | -3,102 | -5.3% | -$8.99万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $160.07万 | 0.17% | 29,616 | -6,409 | -17.8% | -$34.64万 | 减仓 |
| NFLX | NETFLIX INC. | $153.94万 | 0.16% | 16,010 | -4,085 | -20.3% | -$39.28万 | 减仓 |
| NKE | NIKE INC | $153.16万 | 0.16% | 28,997 | -557 | -1.9% | -$2.94万 | 减仓 |
| KO | COCA COLA CO | $152.17万 | 0.16% | 20,009 | -7,337 | -26.8% | -$55.80万 | 减仓 |
| SO | SOUTHERN CO | $146.70万 | 0.15% | 15,199 | -795 | -5.0% | -$7.67万 | 减仓 |
| ET | ENERGY TRANSFER L P | $142.41万 | 0.15% | 73,790 | 395 | 0.5% | $7,624 | 加仓 |
| ICVT | ISHARES TR | $132.31万 | 0.14% | 12,998 | -1,667 | -11.4% | -$16.97万 | 减仓 |
| IVLU | ISHARES TR | $131.66万 | 0.14% | 33,182 | -500 | -1.5% | -$1.98万 | 减仓 |
| AGG | ISHARES TR | $130.85万 | 0.14% | 13,181 | -1,877 | -12.5% | -$18.63万 | 减仓 |
| IWV | ISHARES TR | $129.74万 | 0.13% | 3,500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $129.16万 | 0.13% | 5,324 | -1,070 | -16.7% | -$25.96万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $127.13万 | 0.13% | 15,364 | -333 | -2.1% | -$2.76万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $123.48万 | 0.13% | 6,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $121.66万 | 0.13% | 2,013 | -238 | -10.6% | -$14.38万 | 减仓 |
| SYSB | ISHARES TR | $120.41万 | 0.12% | 13,529 | 76 | 0.6% | $6,764 | 加仓 |
| TSLA | TESLA INC | $120.08万 | 0.12% | 3,230 | -982 | -23.3% | -$36.51万 | 减仓 |
| WM | WASTE MGMT INC DEL | $119.56万 | 0.12% | 5,203 | -486 | -8.5% | -$11.17万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $117.66万 | 0.12% | 13,265 | -905 | -6.4% | -$8.03万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $114.69万 | 0.12% | 2,476 | -1,150 | -31.7% | -$53.27万 | 减仓 |
| CAT | CATERPILLAR INC | $114.35万 | 0.12% | 1,614 | -201 | -11.1% | -$14.24万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $113.84万 | 0.12% | 30,085 | 205 | 0.7% | $7,757 | 加仓 |
| MA | MASTERCARD INCORPORATED | $112.22万 | 0.12% | 2,246 | -899 | -28.6% | -$44.92万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $109.05万 | 0.11% | 18,920 | -2,112 | -10.0% | -$12.17万 | 减仓 |
| EMB | ISHARES TR | $105.79万 | 0.11% | 11,263 | -28,094 | -71.4% | -$263.89万 | 减仓 |
| — | DOUGLAS ELLIMAN INC | $104.55万 | 0.11% | 637,500 | 637,500 | — | $104.55万 | 新建仓 |
| DGRO | ISHARES TR | $104.07万 | 0.11% | 14,829 | 475 | 3.3% | $3.33万 | 加仓 |
| DIS | DISNEY WALT CO | $103.80万 | 0.11% | 10,770 | -790 | -6.8% | -$7.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.98万 | 0.10% | 4,767 | -479 | -9.1% | -$9.74万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $96.56万 | 0.10% | 3,984 | -465 | -10.5% | -$11.27万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $96.16万 | 0.10% | 2,032 | -105 | -4.9% | -$4.97万 | 减仓 |
| ASML | ASML HLDG NV | $93.78万 | 0.10% | 710 | -79 | -10.0% | -$10.43万 | 减仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $92.04万 | 0.09% | 209,189 | 121,872 | 139.6% | $53.62万 | 加仓 |
| SYY | SYSCO CORP | $91.30万 | 0.09% | 12,800 | -2,346 | -15.5% | -$16.73万 | 减仓 |
| WFC | WELLS FARGO & CO | $91.30万 | 0.09% | 11,469 | -3,130 | -21.4% | -$24.92万 | 减仓 |
| MELI | MERCADOLIBRE INC | $89.91万 | 0.09% | 520 | 383 | 279.6% | $66.22万 | 加仓 |
| EFV | ISHARES TR | $89.66万 | 0.09% | 12,059 | -642 | -5.1% | -$4.77万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $89.15万 | 0.09% | 2,638 | -1,772 | -40.2% | -$59.88万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $87.49万 | 0.09% | 12,640 | 12,640 | — | $87.49万 | 新建仓 |
| ENB | ENBRIDGE INC | $85.90万 | 0.09% | 15,866 | -585 | -3.6% | -$3.17万 | 减仓 |
| SLQD | ISHARES TR | $83.61万 | 0.09% | 16,559 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $81.94万 | 0.08% | 18,000 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $81.12万 | 0.08% | 9,363 | 1,960 | 26.5% | $16.98万 | 加仓 |
| EMR | EMERSON ELEC CO | $81.06万 | 0.08% | 6,187 | -698 | -10.1% | -$9.15万 | 减仓 |
| MCK | MCKESSON CORP | $80.91万 | 0.08% | 935 | -316 | -25.3% | -$27.35万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $80.79万 | 0.08% | 10,555 | -282 | -2.6% | -$2.16万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $80.10万 | 0.08% | 16,369 | -18,698 | -53.3% | -$91.49万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $79.35万 | 0.08% | 18,652 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $79.07万 | 0.08% | 55,027 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $78.81万 | 0.08% | 8,600 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $78.30万 | 0.08% | 3,169 | -185 | -5.5% | -$4.57万 | 减仓 |
| IBDS | ISHARES TR | $74.83万 | 0.08% | 30,869 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $74.66万 | 0.08% | 26,587 | -2,131 | -7.4% | -$5.98万 | 减仓 |
| MRK | MERCK & CO INC | $74.64万 | 0.08% | 6,205 | -691 | -10.0% | -$8.31万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $74.62万 | 0.08% | 7,334 | 6 | 0.1% | $610 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $73.51万 | 0.08% | 3,830 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $73.15万 | 0.08% | 12,511 | -5,073 | -28.9% | -$29.66万 | 减仓 |
| IBDY | ISHARES TR | $70.44万 | 0.07% | 27,250 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $70.36万 | 0.07% | 27,000 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $70.18万 | 0.07% | 15,479 | -300 | -1.9% | -$1.36万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $69.86万 | 0.07% | 1,024 | -367 | -26.4% | -$25.04万 | 减仓 |
| IWL | ISHARES TR | $69.49万 | 0.07% | 4,330 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $69.22万 | 0.07% | 4,000 | 490 | 14.0% | $8.48万 | 加仓 |
| IBDX | ISHARES TR | $69.06万 | 0.07% | 27,330 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.03万 | 0.07% | 1,046 | -233 | -18.2% | -$15.15万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $67.75万 | 0.07% | 21,883 | -461 | -2.1% | -$1.43万 | 减仓 |
| IBCA | ISHARES TR | $66.66万 | 0.07% | 26,000 | 4,000 | 18.2% | $10.26万 | 加仓 |
| IBDR | ISHARES TR | $65.07万 | 0.07% | 26,843 | -14,000 | -34.3% | -$33.94万 | 减仓 |
| BAC | BANK AMERICA CORP | $63.05万 | 0.07% | 12,933 | -7,223 | -35.8% | -$35.21万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $63.04万 | 0.07% | 6,708 | -485 | -6.7% | -$4.56万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $62.16万 | 0.06% | 14,411 | -627 | -4.2% | -$2.70万 | 减仓 |
| VO | VANGUARD INDEX FDS | $59.41万 | 0.06% | 2,069 | 33 | 1.6% | $9,475 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $58.83万 | 0.06% | 2,017 | -685 | -25.4% | -$19.98万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $57.83万 | 0.06% | 9,839 | 85 | 0.9% | $4,996 | 加仓 |
| IBDT | ISHARES TR | $56.90万 | 0.06% | 22,465 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $56.64万 | 0.06% | 24,349 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $55.95万 | 0.06% | 12,051 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $54.79万 | 0.06% | 2,025 | -792 | -28.1% | -$21.43万 | 减仓 |
| VLUE | ISHARES TR | $53.11万 | 0.05% | 3,735 | -45 | -1.2% | -$6,398 | 减仓 |
| IBDV | ISHARES TR | $52.20万 | 0.05% | 23,845 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $51.76万 | 0.05% | 24,730 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $50.34万 | 0.05% | 7,455 | -2,168 | -22.5% | -$14.64万 | 减仓 |
| AFL | AFLAC INC | $50.29万 | 0.05% | 4,584 | -1,659 | -26.6% | -$18.20万 | 减仓 |
| IJR | ISHARES TR | $50.20万 | 0.05% | 4,038 | -786 | -16.3% | -$9.77万 | 减仓 |
| NVS | NOVARTIS AG | $48.85万 | 0.05% | 3,198 | -1,607 | -33.4% | -$24.55万 | 减仓 |
| EQT | EQT CORP | $48.30万 | 0.05% | 7,590 | -29 | -0.4% | -$1,846 | 减仓 |
| LOW | LOWES COS INC | $47.92万 | 0.05% | 2,028 | -106 | -5.0% | -$2.50万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $47.59万 | 0.05% | 15,510 | -925 | -5.6% | -$2.84万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $47.25万 | 0.05% | 3,600 | -440 | -10.9% | -$5.77万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.65万 | 0.05% | 1,012 | -146 | -12.6% | -$6.73万 | 减仓 |
| IGIB | ISHARES TR | $46.10万 | 0.05% | 8,663 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $45.79万 | 0.05% | 3,615 | -7 | -0.2% | -$887 | 减仓 |
| EC | ECOPETROL S A | $45.61万 | 0.05% | 30,425 | -139,883 | -82.1% | -$209.68万 | 减仓 |
| QQQ | INVESCO QQQ TR | $45.37万 | 0.05% | 786 | 21 | 2.7% | $1.21万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $44.78万 | 0.05% | 4,019 | 4,019 | — | $44.78万 | 新建仓 |
| PSX | PHILLIPS 66 | $44.11万 | 0.05% | 2,421 | -626 | -20.5% | -$11.40万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $43.44万 | 0.04% | 8,915 | -5,895 | -39.8% | -$28.73万 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $43.00万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $42.99万 | 0.04% | 6,954 | -49 | -0.7% | -$3,029 | 减仓 |