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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $7,614.92万 | 7.86% | 354,083 | 11,196 | 3.3% | $240.78万 | 加仓 |
| AAPL | APPLE INC | $4,947.93万 | 5.11% | 194,962 | -32,316 | -14.2% | -$820.15万 | 减仓 |
| GOOG | ALPHABET INC | $3,058.83万 | 3.16% | 106,631 | -7,925 | -6.9% | -$227.34万 | 减仓 |
| IUSB | ISHARES TR | $2,654.73万 | 2.74% | 574,741 | -49,950 | -8.0% | -$230.72万 | 减仓 |
| IVW | ISHARES TR | $2,640.40万 | 2.72% | 233,437 | -23,788 | -9.2% | -$269.07万 | 减仓 |
| IVE | ISHARES TR | $2,560.02万 | 2.64% | 121,242 | -33,372 | -21.6% | -$704.65万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,483.91万 | 2.56% | 997,155 | -125,235 | -11.2% | -$311.96万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,200.88万 | 2.27% | 378,288 | -89,028 | -19.1% | -$517.96万 | 减仓 |
| ITOT | ISHARES TR | $2,026.84万 | 2.09% | 142,304 | -22,999 | -13.9% | -$327.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,889.22万 | 1.95% | 58,889 | -2,634 | -4.3% | -$84.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,704.96万 | 1.76% | 46,059 | -20,222 | -30.5% | -$748.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,426.04万 | 1.47% | 48,478 | -5,747 | -10.6% | -$169.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,376.13万 | 1.42% | 56,297 | -4,380 | -7.2% | -$107.07万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $1,349.37万 | 1.39% | 602,665 | -24,323 | -3.9% | -$54.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,289.39万 | 1.33% | 62,319 | -3,646 | -5.5% | -$75.44万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,285.74万 | 1.33% | 86,816 | -698 | -0.8% | -$10.34万 | 减仓 |
| EMGF | ISHARES INC | $1,258.77万 | 1.30% | 208,302 | -113,014 | -35.2% | -$682.94万 | 减仓 |
| MTUM | ISHARES TR | $1,187.34万 | 1.23% | 49,474 | -3,712 | -7.0% | -$89.09万 | 减仓 |
| QMOM | EA SERIES TRUST | $1,168.33万 | 1.21% | 171,033 | -17,527 | -9.3% | -$119.73万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,155.88万 | 1.19% | 310,721 | 310,721 | — | $1,155.88万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $1,109.19万 | 1.14% | 344,971 | 344,971 | — | $1,109.19万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,109.16万 | 1.14% | 23,146 | -2,685 | -10.4% | -$128.67万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,109.04万 | 1.14% | 336,584 | 4,196 | 1.3% | $13.83万 | 加仓 |
| QVAL | EA SERIES TRUST | $1,098.51万 | 1.13% | 210,680 | -23,734 | -10.1% | -$123.75万 | 减仓 |
| IEFA | ISHARES TR | $1,078.89万 | 1.11% | 119,175 | -903 | -0.8% | -$8.17万 | 减仓 |
| GOVT | ISHARES TR | $1,076.08万 | 1.11% | 469,700 | 370,462 | 373.3% | $848.73万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,069.37万 | 1.10% | 96,802 | -8,991 | -8.5% | -$99.32万 | 减仓 |
| INTF | ISHARES TR | $1,052.35万 | 1.09% | 270,110 | -9,597 | -3.4% | -$37.39万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,048.68万 | 1.08% | 90,178 | -17,664 | -16.4% | -$205.42万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,009.88万 | 1.04% | 210,172 | -7,918 | -3.6% | -$38.05万 | 减仓 |
| AMZN | AMAZON COM INC | $988.99万 | 1.02% | 47,486 | -1,030 | -2.1% | -$21.45万 | 减仓 |
| GOOGL | ALPHABET INC | $900.51万 | 0.93% | 31,316 | -3,754 | -10.7% | -$107.95万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $900.11万 | 0.93% | 248,512 | -20,697 | -7.7% | -$74.96万 | 减仓 |
| TLH | ISHARES TR | $880.46万 | 0.91% | 87,416 | -11,985 | -12.1% | -$120.71万 | 减仓 |
| FRDM | EA SERIES TRUST | $801.08万 | 0.83% | 146,583 | -71,311 | -32.7% | -$389.72万 | 减仓 |
| SHLD | GLOBAL X FDS | $800.46万 | 0.83% | 112,996 | 24,373 | 27.5% | $172.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $781.77万 | 0.81% | 13,083 | -34 | -0.3% | -$2.03万 | 减仓 |
| — | EXXON MOBIL CORP | $750.98万 | 0.78% | 44,264 | -2,761 | -5.9% | -$46.84万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $738.51万 | 0.76% | 142,213 | -23,233 | -14.0% | -$120.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $701.46万 | 0.72% | 42,425 | -6,541 | -13.4% | -$108.15万 | 减仓 |
| ESOA | ENERGY SERVICES OF AMER CORP | $606.80万 | 0.63% | 462,149 | -128 | -0.0% | -$1,681 | 减仓 |
| HD | HOME DEPOT INC | $589.01万 | 0.61% | 17,909 | -2,454 | -12.1% | -$80.71万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $582.96万 | 0.60% | 246,494 | -16,416 | -6.2% | -$38.82万 | 减仓 |
| WMT | WALMART INC | $565.09万 | 0.58% | 45,469 | -4,482 | -9.0% | -$55.70万 | 减仓 |
| ABBV | ABBVIE INC | $560.61万 | 0.58% | 25,776 | -1,919 | -6.9% | -$41.74万 | 减仓 |
| BLK | BLACKROCK INC | $545.46万 | 0.56% | 5,672 | 70 | 1.2% | $6.73万 | 加仓 |
| AVGO | BROADCOM INC | $544.84万 | 0.56% | 17,603 | -2,216 | -11.2% | -$68.59万 | 减仓 |
| IJS | ISHARES TR | $542.34万 | 0.56% | 45,786 | -1,736 | -3.7% | -$20.56万 | 减仓 |
| ORCL | ORACLE CORP | $527.05万 | 0.54% | 35,827 | -1,483 | -4.0% | -$21.82万 | 减仓 |
| LLY | ELI LILLY & CO | $515.95万 | 0.53% | 5,610 | -43 | -0.8% | -$3.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $505.07万 | 0.52% | 28,961 | -8,014 | -21.7% | -$139.76万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $496.61万 | 0.51% | 56,139 | -3,929 | -6.5% | -$34.76万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $492.77万 | 0.51% | 22,682 | 52 | 0.2% | $1.13万 | 加仓 |
| PEP | PEPSICO INC | $482.49万 | 0.50% | 31,070 | -2,719 | -8.0% | -$42.22万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $480.91万 | 0.50% | 48,159 | -15,267 | -24.1% | -$152.46万 | 减仓 |
| MGC | VANGUARD WORLD FD | $479.32万 | 0.49% | 20,280 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $473.13万 | 0.49% | 27,973 | -169 | -0.6% | -$2.86万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $473.10万 | 0.49% | 34,203 | -184 | -0.5% | -$2.55万 | 减仓 |
| CAAP | CORPORACION AMER ARPTS S A | $455.35万 | 0.47% | 180,050 | -42,275 | -19.0% | -$106.91万 | 减仓 |
| IVV | ISHARES TR | $437.85万 | 0.45% | 6,703 | -182 | -2.6% | -$11.89万 | 减仓 |
| CSCO | CISCO SYS INC | $429.94万 | 0.44% | 55,412 | -4,059 | -6.8% | -$31.49万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $408.79万 | 0.42% | 22,183 | 560 | 2.6% | $10.32万 | 加仓 |
| MO | ALTRIA GROUP INC | $391.06万 | 0.40% | 59,260 | -1,406 | -2.3% | -$9.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $379.41万 | 0.39% | 26,268 | -3,665 | -12.2% | -$52.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $378.11万 | 0.39% | 8,657 | -2,070 | -19.3% | -$90.41万 | 减仓 |
| META | META PLATFORMS INC | $377.54万 | 0.39% | 6,599 | -790 | -10.7% | -$45.20万 | 减仓 |
| IAUM | ISHARES GOLD TR | $373.71万 | 0.39% | 80,024 | -118,362 | -59.7% | -$552.75万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $361.10万 | 0.37% | 38,317 | 2,790 | 7.9% | $26.29万 | 加仓 |
| IUSG | ISHARES TR | $358.96万 | 0.37% | 23,142 | -106 | -0.5% | -$1.64万 | 减仓 |
| ETN | EATON CORP PLC | $355.99万 | 0.37% | 9,953 | -199 | -2.0% | -$7.12万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $353.18万 | 0.36% | 70,792 | -38,074 | -35.0% | -$189.95万 | 减仓 |
| MUB | ISHARES TR | $348.85万 | 0.36% | 32,864 | 4,333 | 15.2% | $45.99万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $341.17万 | 0.35% | 137,847 | -644,142 | -82.4% | -$1,594.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $332.80万 | 0.34% | 15,576 | -230 | -1.5% | -$4.91万 | 减仓 |
| EDV | VANGUARD WORLD FD | $325.66万 | 0.34% | 50,140 | 10,516 | 26.5% | $68.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $317.90万 | 0.33% | 9,262 | -1,007 | -9.8% | -$34.56万 | 减仓 |
| CIB | GRUPO CIBEST SA | $315.19万 | 0.33% | 43,290 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $314.46万 | 0.32% | 10,404 | -1,918 | -15.6% | -$57.97万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $305.31万 | 0.32% | 33,871 | 33,871 | — | $305.31万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $300.43万 | 0.31% | 40,004 | -6,000 | -13.0% | -$45.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $300.24万 | 0.31% | 3,013 | -402 | -11.8% | -$40.06万 | 减仓 |
| IEMG | ISHARES INC | $295.44万 | 0.30% | 42,357 | 2,807 | 7.1% | $19.58万 | 加仓 |
| OEF | ISHARES TR | $291.48万 | 0.30% | 9,164 | -45,805 | -83.3% | -$1,456.94万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $289.15万 | 0.30% | 49,394 | -5,180 | -9.5% | -$30.32万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $265.42万 | 0.27% | 25,852 | -2,091 | -7.5% | -$21.47万 | 减仓 |
| IJJ | ISHARES TR | $254.64万 | 0.26% | 19,218 | -215 | -1.1% | -$2.85万 | 减仓 |
| — | EA SERIES TRUST | $253.03万 | 0.26% | 63,530 | -26,875 | -29.7% | -$107.04万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $224.30万 | 0.23% | 36,983 | -438 | -1.2% | -$2.66万 | 减仓 |
| LRGF | ISHARES TR | $224.10万 | 0.23% | 33,955 | -13,292 | -28.1% | -$87.73万 | 减仓 |
| SLV | ISHARES SILVER TR | $223.50万 | 0.23% | 32,800 | 0 | 0.0% | — | 不变 |
| — | FORUM MARKETS INC | $221.89万 | 0.23% | 767,800 | 767,800 | — | $221.89万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $219.43万 | 0.23% | 96,410 | 0 | 0.0% | — | 不变 |
| NRP | NATURAL RESOURCE PARTNERS LP | $218.59万 | 0.23% | 18,065 | 560 | 3.2% | $6.78万 | 加仓 |
| AMGN | AMGEN INC | $202.87万 | 0.21% | 5,766 | -642 | -10.0% | -$22.59万 | 减仓 |
| MCD | MCDONALDS CORP | $199.05万 | 0.21% | 6,405 | -1,422 | -18.2% | -$44.19万 | 减仓 |
| GLW | CORNING INC | $193.19万 | 0.20% | 14,208 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $183.83万 | 0.19% | 9,369 | 51 | 0.5% | $1.00万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $162.85万 | 0.17% | 5,384 | -506 | -8.6% | -$15.30万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $161.94万 | 0.17% | 22,514 | 11,324 | 101.2% | $81.45万 | 加仓 |
| SBUX | STARBUCKS CORP | $161.80万 | 0.17% | 18,060 | -1,602 | -8.1% | -$14.35万 | 减仓 |