Family Investment Center, Inc.
Saint Joseph MO · SEC CIK 0001897700
$5.20亿2026Q1 申报市值
91持仓数
72.0%前十大占比 · 第一大 14.4%
8 / 5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
AVDE 加仓+$1,801.74万
DFEV 加仓+$1,650.43万
AVMV 新建仓+$1,193.68万
RISR 加仓+$1,061.01万
XSMO 新建仓+$791.84万
2026Q1 卖出最多 按季末市值估算
XMHQ 减仓-$1,271.94万
FRANKLIN TEMPLET 减仓-$959.26万
FLIN 减仓-$935.53万
SPHQ 减仓-$775.15万
AVUV 减仓-$445.97万
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $7,462.99万 | 14.36% | 966,958 | 21,185 | 2.2% | $163.51万 | 加仓 |
| PYLD | PIMCO ETF TR | $5,586.20万 | 10.75% | 2,132,136 | 130,864 | 6.5% | $342.86万 | 加仓 |
| RISR | TIDAL TRUST I | $4,335.48万 | 8.34% | 1,196,985 | 292,936 | 32.4% | $1,061.01万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $4,028.00万 | 7.75% | 359,290 | -17,043 | -4.5% | -$191.07万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,916.23万 | 7.54% | 520,845 | -103,092 | -16.5% | -$775.15万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,872.11万 | 7.45% | 456,402 | 212,369 | 87.0% | $1,801.74万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,588.14万 | 4.98% | 511,390 | 116,836 | 29.6% | $591.31万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,078.87万 | 4.00% | 274,475 | -7,144 | -2.5% | -$54.11万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,037.60万 | 3.92% | 569,480 | 461,271 | 426.3% | $1,650.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,487.43万 | 2.86% | 69,163 | -1,612 | -2.3% | -$34.67万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,451.76万 | 2.79% | 131,416 | -40,370 | -23.5% | -$445.97万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,416.97万 | 2.73% | 97,708 | -5,254 | -5.1% | -$76.19万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,335.74万 | 2.57% | 141,738 | 385 | 0.3% | $3.63万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,193.68万 | 2.30% | 160,917 | 160,917 | — | $1,193.68万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $791.84万 | 1.52% | 104,162 | 104,162 | — | $791.84万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $753.60万 | 1.45% | 26,241 | -1,104 | -4.0% | -$31.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $706.54万 | 1.36% | 230,294 | -1,843 | -0.8% | -$5.65万 | 减仓 |
| VB | VANGUARD INDEX FDS | $624.03万 | 1.20% | 23,825 | -883 | -3.6% | -$23.13万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $451.33万 | 0.87% | 145,778 | -3,220 | -2.2% | -$9.97万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $431.04万 | 0.83% | 35,905 | -155 | -0.4% | -$1.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $406.77万 | 0.78% | 6,807 | -158 | -2.3% | -$9.44万 | 减仓 |
| AGG | ISHARES TR | $395.67万 | 0.76% | 39,858 | 715 | 1.8% | $7.10万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $303.89万 | 0.58% | 34,354 | 187 | 0.5% | $1.65万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $251.02万 | 0.48% | 32,553 | -148 | -0.5% | -$1.14万 | 减仓 |
| LDUR | PIMCO ETF TR | $247.35万 | 0.48% | 25,814 | 3,765 | 17.1% | $36.08万 | 加仓 |
| AAPL | APPLE INC | $214.24万 | 0.41% | 8,442 | -520 | -5.8% | -$13.20万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $202.26万 | 0.39% | 19,567 | -123,047 | -86.3% | -$1,271.94万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $186.84万 | 0.36% | 6,510 | 10 | 0.2% | $2,870 | 加仓 |
| QQQ | INVESCO QQQ TR | $186.41万 | 0.36% | 3,230 | 191 | 6.3% | $11.02万 | 加仓 |
| — | EXXON MOBIL CORP | $167.59万 | 0.32% | 9,878 | 811 | 8.9% | $13.76万 | 加仓 |
| IEMG | ISHARES INC | $132.94万 | 0.26% | 19,059 | 75 | 0.4% | $5,231 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $130.44万 | 0.25% | 32,545 | -239,339 | -88.0% | -$959.26万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $115.22万 | 0.22% | 25,107 | 4,191 | 20.0% | $19.23万 | 加仓 |
| IGE | ISHARES TR | $103.43万 | 0.20% | 16,433 | 16,433 | — | $103.43万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $89.82万 | 0.17% | 37,007 | 155 | 0.4% | $3,762 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $85.15万 | 0.16% | 12,009 | -58 | -0.5% | -$4,113 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $84.50万 | 0.16% | 29,057 | -562 | -1.9% | -$1.63万 | 减仓 |
| IAUM | ISHARES GOLD TR | $83.36万 | 0.16% | 17,851 | -2,495 | -12.3% | -$11.65万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $81.16万 | 0.16% | 17,302 | -206 | -1.2% | -$9,663 | 减仓 |
| VTI | VANGUARD INDEX FDS | $79.97万 | 0.15% | 2,493 | -52 | -2.0% | -$1.67万 | 减仓 |
| IWF | ISHARES TR | $73.17万 | 0.14% | 1,716 | -19 | -1.1% | -$8,102 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.74万 | 0.14% | 1,518 | 256 | 20.3% | $12.27万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $68.88万 | 0.13% | 13,846 | 6,638 | 92.1% | $33.02万 | 加仓 |
| VDC | VANGUARD WORLD FD | $68.59万 | 0.13% | 3,054 | 1,063 | 53.4% | $23.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $67.85万 | 0.13% | 1,833 | 719 | 64.5% | $26.62万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $64.50万 | 0.12% | 12,903 | 1,200 | 10.3% | $6.00万 | 加仓 |
| WMT | WALMART INC | $62.41万 | 0.12% | 5,022 | 717 | 16.7% | $8.91万 | 加仓 |
| HUBS | HUBSPOT INC | $61.02万 | 0.12% | 2,500 | 2,500 | — | $61.02万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $56.36万 | 0.11% | 22,626 | 2,590 | 12.9% | $6.45万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $53.85万 | 0.10% | 2,479 | -191 | -7.2% | -$4.15万 | 减仓 |
| HD | HOME DEPOT INC | $51.73万 | 0.10% | 1,573 | 70 | 4.7% | $2.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $50.59万 | 0.10% | 2,901 | -527 | -15.4% | -$9.19万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $45.90万 | 0.09% | 18,543 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $45.75万 | 0.09% | 13,773 | -281,627 | -95.3% | -$935.53万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $44.02万 | 0.08% | 5,463 | 49 | 0.9% | $3,949 | 加仓 |
| CVX | CHEVRON CORPORATION | $42.48万 | 0.08% | 2,053 | 67 | 3.4% | $1.39万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $39.79万 | 0.08% | 2,159 | -12 | -0.6% | -$2,212 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $36.69万 | 0.07% | 3,975 | 45 | 1.1% | $4,154 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $34.21万 | 0.07% | 6,161 | -1,943 | -24.0% | -$10.79万 | 减仓 |
| BA | BOEING CO | $33.36万 | 0.06% | 1,676 | -105 | -5.9% | -$2.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $33.06万 | 0.06% | 1,124 | -696 | -38.2% | -$20.47万 | 减仓 |
| SGOV | ISHARES TR | $32.07万 | 0.06% | 3,186 | -42 | -1.3% | -$4,228 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $32.07万 | 0.06% | 949 | -1,839 | -66.0% | -$62.14万 | 减仓 |
| TSLA | TESLA INC | $29.74万 | 0.06% | 800 | 198 | 32.9% | $7.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.03万 | 0.06% | 2,010 | 102 | 5.3% | $1.47万 | 加仓 |
| MUB | ISHARES TR | $28.91万 | 0.06% | 2,723 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $28.88万 | 0.06% | 1,860 | 90 | 5.1% | $1.40万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $28.13万 | 0.05% | 1,040 | -1,896 | -64.6% | -$51.28万 | 减仓 |
| AMZN | AMAZON COM INC | $27.97万 | 0.05% | 1,343 | -917 | -40.6% | -$19.10万 | 减仓 |
| GOOGL | ALPHABET INC | $27.92万 | 0.05% | 971 | 329 | 51.2% | $9.46万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $27.64万 | 0.05% | 10,779 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $27.59万 | 0.05% | 23,908 | -456 | -1.9% | -$5,262 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $25.91万 | 0.05% | 3,160 | -4 | -0.1% | -$328 | 减仓 |
| RTX | RTX CORPORATION | $25.54万 | 0.05% | 1,324 | -552 | -29.4% | -$10.65万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.37万 | 0.05% | 1,922 | 1,922 | — | $25.37万 | 新建仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $24.65万 | 0.05% | 5,819 | 5,819 | — | $24.65万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $24.53万 | 0.05% | 3,448 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $24.48万 | 0.05% | 2,218 | 36 | 1.6% | $3,973 | 加仓 |
| IHDG | WISDOMTREE TR | $24.48万 | 0.05% | 5,083 | -2,809 | -35.6% | -$13.53万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $23.99万 | 0.05% | 1,097 | -13 | -1.2% | -$2,843 | 减仓 |
| GOOG | ALPHABET INC | $23.87万 | 0.05% | 832 | -1,794 | -68.3% | -$51.46万 | 减仓 |
| ILCG | ISHARES TR | $22.90万 | 0.04% | 2,398 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.74万 | 0.04% | 801 | -554 | -40.9% | -$15.73万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.47万 | 0.04% | 2,992 | 2,992 | — | $22.47万 | 新建仓 |
| IAGG | ISHARES TR | $21.47万 | 0.04% | 4,290 | -504 | -10.5% | -$2.52万 | 减仓 |
| VPU | VANGUARD WORLD FD | $21.24万 | 0.04% | 1,072 | 6 | 0.6% | $1,189 | 重新持有 |
| META | META PLATFORMS INC | $21.00万 | 0.04% | 367 | -341 | -48.2% | -$19.51万 | 重新持有 |
| GEV | GE VERNOVA INC | $20.69万 | 0.04% | 237 | -136 | -36.5% | -$11.87万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $20.65万 | 0.04% | 1,482 | -1,105 | -42.7% | -$15.40万 | 减仓 |
| DE | DEERE & CO | $20.34万 | 0.04% | 361 | 361 | — | $20.34万 | 新建仓 |
| LONZ | PIMCO ETF TR | $20.11万 | 0.04% | 4,073 | -754 | -15.6% | -$3.72万 | 减仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,639 | -100.0% | -$29.73万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,735 | -100.0% | -$27.93万 | 清仓 |