Allie Family Office LLC
MIAMI FL · SEC CIK 0001908612
$5.57亿2026Q2 申报市值
107持仓数
77.4%前十大占比 · 第一大 47.4%
22 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLD 加仓+$2.55亿
SPY 加仓+$3,380.13万
CTA 加仓+$1,725.22万
STAG 新建仓+$1,667.03万
IBIT 加仓+$295.41万
2026Q2 卖出最多 按季末市值估算
PVAL 清仓-$79.81万
BRK/A 减仓-$74.89万
SCHD 清仓-$74.16万
COWZ 减仓-$69.54万
ITOT 减仓-$55.56万
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 |
|---|---|---|---|---|---|---|---|---|
| FDT | FIRST TR EXCH TRD ALPHDX FD | $303.46万 | 0.54% | 32,052 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED INTL FD | $312.43万 | 0.56% | 43,850 | 27,800 | 173.2% | $198.08万 | 加仓 |
| HYG | ISHARES TR | $333.91万 | 0.60% | 41,754 | 835 | 2.0% | $6.68万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $350.70万 | 0.63% | 22,090 | -2,205 | -9.1% | -$35.01万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.67% | 5 | -1 | -16.7% | -$74.89万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $420.91万 | 0.76% | 226,903 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $431.68万 | 0.78% | 39,578 | 22,539 | 132.3% | $245.83万 | 加仓 |
| CEMB | ISHARES INC | $488.62万 | 0.88% | 141,377 | 52,835 | 59.7% | $182.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $504.42万 | 0.91% | 84,507 | 28,111 | 49.8% | $167.79万 | 加仓 |
| IYR | ISHARES TR | $515.70万 | 0.93% | 50,463 | 590 | 1.2% | $6.03万 | 加仓 |
| ITOT | ISHARES TR | $516.68万 | 0.93% | 31,896 | -3,430 | -9.7% | -$55.56万 | 减仓 |
| IEFA | ISHARES TR | $521.73万 | 0.94% | 54,020 | -3,911 | -6.8% | -$37.77万 | 减仓 |
| IAU | ISHARES GOLD TR | $530.07万 | 0.95% | 69,714 | 11,222 | 19.2% | $85.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $613.61万 | 1.10% | 8,382 | 3,354 | 66.7% | $245.53万 | 加仓 |
| IEMG | ISHARES INC | $615.96万 | 1.11% | 74,420 | -3,515 | -4.5% | -$29.09万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $626.90万 | 1.13% | 65,026 | 107 | 0.2% | $1.03万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $645.52万 | 1.16% | 177,246 | 81,114 | 84.4% | $295.41万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $721.31万 | 1.30% | 105,323 | -4,826 | -4.4% | -$33.05万 | 减仓 |
| EEM | ISHARES TR | $965.42万 | 1.73% | 141,232 | -3,225 | -2.2% | -$22.05万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $1,667.03万 | 2.99% | 438,000 | 438,000 | — | $1,667.03万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,742.65万 | 3.13% | 671,800 | 665,082 | 9,900.0% | $1,725.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,915.62万 | 3.44% | 27,890 | -474 | -1.7% | -$32.56万 | 减仓 |
| EFA | ISHARES TR | $3,212.61万 | 5.77% | 309,203 | 12,628 | 4.3% | $131.20万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $5,163.66万 | 9.27% | 207,400 | 135,764 | 189.5% | $3,380.13万 | 加仓 |
| GLD | SPDR GOLD TR | $2.64亿 | 47.44% | 717,179 | 692,537 | 2,810.4% | $2.55亿 | 加仓 |