Family Capital Management, Inc.
GRAND RAPIDS MI · SEC CIK 0001964344
$2.25亿2026Q1 申报市值
104持仓数
51.3%前十大占比 · 第一大 10.1%
6 / 2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
SPHQ 加仓+$452.48万
FNDB 加仓+$386.36万
SPY 加仓+$278.28万
IUSV 加仓+$256.72万
DFCF 加仓+$170.25万
2026Q1 卖出最多 按季末市值估算
DGRW 减仓-$624.60万
SCHD 减仓-$569.13万
LQD 清仓-$98.95万
FVD 减仓-$95.63万
FTSM 减仓-$85.23万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,267.56万 | 10.08% | 39,287 | 2,424 | 6.6% | $139.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,993.67万 | 8.87% | 30,656 | 4,279 | 16.2% | $278.28万 | 加仓 |
| IWY | ISHARES TR | $1,592.40万 | 7.08% | 63,993 | -961 | -1.5% | -$23.91万 | 减仓 |
| AMZN | AMAZON COM INC | $1,454.02万 | 6.47% | 69,814 | -445 | -0.6% | -$9.27万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $808.75万 | 3.60% | 107,561 | 60,178 | 127.0% | $452.48万 | 加仓 |
| IUSV | ISHARES TR | $766.93万 | 3.41% | 75,005 | 25,107 | 50.3% | $256.72万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $733.70万 | 3.26% | 217,264 | -2,828 | -1.3% | -$9.55万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $713.63万 | 3.17% | 232,604 | -185,505 | -44.4% | -$569.13万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $638.40万 | 2.84% | 234,705 | 142,045 | 153.3% | $386.36万 | 加仓 |
| AAPL | APPLE INC | $565.97万 | 2.52% | 22,301 | -324 | -1.4% | -$8.22万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $462.71万 | 2.06% | 106,151 | 9,723 | 10.1% | $42.38万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $445.86万 | 1.98% | 81,169 | -5,752 | -6.6% | -$31.60万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $443.39万 | 1.97% | 97,192 | 13,316 | 15.9% | $60.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $430.81万 | 1.92% | 7,210 | 2 | 0.0% | $1,195 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $399.71万 | 1.78% | 94,674 | 40,325 | 74.2% | $170.25万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $394.04万 | 1.75% | 83,784 | -20,334 | -19.5% | -$95.63万 | 减仓 |
| DGRW | WISDOMTREE TR | $387.82万 | 1.72% | 44,150 | -71,106 | -61.7% | -$624.60万 | 减仓 |
| VB | VANGUARD INDEX FDS | $383.68万 | 1.71% | 14,649 | 2,167 | 17.4% | $56.76万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $375.91万 | 1.67% | 36,365 | 5,793 | 18.9% | $59.88万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $345.97万 | 1.54% | 65,987 | 12,520 | 23.4% | $65.64万 | 加仓 |
| IWF | ISHARES TR | $323.32万 | 1.44% | 7,582 | -1,599 | -17.4% | -$68.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $321.96万 | 1.43% | 8,698 | 650 | 8.1% | $24.06万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $316.00万 | 1.41% | 49,444 | 12,318 | 33.2% | $78.72万 | 加仓 |
| GOOGL | ALPHABET INC | $313.01万 | 1.39% | 10,885 | -353 | -3.1% | -$10.15万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $266.03万 | 1.18% | 95,009 | 5,457 | 6.1% | $15.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $231.95万 | 1.03% | 13,300 | 2,097 | 18.7% | $36.57万 | 加仓 |
| IWL | ISHARES TR | $221.76万 | 0.99% | 13,819 | -896 | -6.1% | -$14.38万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $185.35万 | 0.82% | 38,672 | 1,487 | 4.0% | $7.13万 | 加仓 |
| AVGO | BROADCOM INC | $175.63万 | 0.78% | 5,675 | 253 | 4.7% | $7.83万 | 加仓 |
| META | META PLATFORMS INC | $156.37万 | 0.70% | 2,733 | 1,716 | 168.7% | $98.18万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $152.24万 | 0.68% | 30,052 | -721 | -2.3% | -$3.65万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.09万 | 0.67% | 3,132 | -252 | -7.4% | -$12.08万 | 减仓 |
| IGRO | ISHARES TR | $148.49万 | 0.66% | 17,726 | 3,431 | 24.0% | $28.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $145.64万 | 0.65% | 22,728 | 4,177 | 22.5% | $26.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $139.19万 | 0.62% | 4,072 | -155 | -3.7% | -$5.30万 | 减仓 |
| MUB | ISHARES TR | $131.93万 | 0.59% | 12,429 | 601 | 5.1% | $6.38万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $130.27万 | 0.58% | 4,307 | 374 | 9.5% | $11.31万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $129.86万 | 0.58% | 17,512 | -1,282 | -6.8% | -$9.51万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $122.13万 | 0.54% | 17,887 | -3,658 | -17.0% | -$24.98万 | 减仓 |
| ASML | ASML HLDG NV | $120.33万 | 0.54% | 911 | -8 | -0.9% | -$1.06万 | 减仓 |
| MRK | MERCK & CO INC | $119.60万 | 0.53% | 9,943 | -2,198 | -18.1% | -$26.44万 | 减仓 |
| GOOG | ALPHABET INC | $106.86万 | 0.48% | 3,725 | 6 | 0.2% | $1,721 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $102.30万 | 0.45% | 17,113 | -14,258 | -45.4% | -$85.23万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $93.96万 | 0.42% | 5,276 | -732 | -12.2% | -$13.04万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $92.29万 | 0.41% | 6,945 | -868 | -11.1% | -$11.54万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $90.83万 | 0.40% | 35,646 | 2,605 | 7.9% | $6.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $86.14万 | 0.38% | 3,524 | 207 | 6.2% | $5.06万 | 加仓 |
| PFE | PFIZER INC | $78.96万 | 0.35% | 28,119 | 946 | 3.5% | $2.66万 | 加仓 |
| CAT | CATERPILLAR INC | $78.25万 | 0.35% | 1,104 | -383 | -25.8% | -$27.15万 | 减仓 |
| RTX | RTX CORPORATION | $76.75万 | 0.34% | 3,979 | 108 | 2.8% | $2.08万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $76.60万 | 0.34% | 1,533 | 15 | 1.0% | $7,495 | 加仓 |
| V | VISA INC | $76.50万 | 0.34% | 2,531 | -396 | -13.5% | -$11.97万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $75.76万 | 0.34% | 20,049 | -3,101 | -13.4% | -$11.72万 | 减仓 |
| TSLA | TESLA INC | $75.54万 | 0.34% | 2,032 | 74 | 3.8% | $2.75万 | 加仓 |
| LLY | ELI LILLY & CO | $74.04万 | 0.33% | 805 | 91 | 12.7% | $8.37万 | 加仓 |
| ABBV | ABBVIE INC | $73.43万 | 0.33% | 3,376 | 283 | 9.1% | $6.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $70.48万 | 0.31% | 2,396 | 252 | 11.8% | $7.41万 | 加仓 |
| EPS | WISDOMTREE TR | $68.11万 | 0.30% | 10,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $55.63万 | 0.25% | 3,582 | 313 | 9.6% | $4.86万 | 加仓 |
| AZN | ASTRAZENECA PLC | $50.71万 | 0.23% | 2,571 | 2,571 | — | $50.71万 | 新建仓 |
| NOBL | PROSHARES TR | $50.12万 | 0.22% | 4,728 | 8 | 0.2% | $848 | 加仓 |
| VFH | VANGUARD WORLD FD | $48.93万 | 0.22% | 4,050 | -327 | -7.5% | -$3.95万 | 减仓 |
| KO | COCA COLA CO | $48.62万 | 0.22% | 6,393 | 374 | 6.2% | $2.84万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $47.88万 | 0.21% | 6,547 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $46.18万 | 0.21% | 9,947 | -282 | -2.8% | -$1.31万 | 减仓 |
| NVS | NOVARTIS AG | $44.98万 | 0.20% | 2,945 | 1,255 | 74.3% | $19.17万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $44.38万 | 0.20% | 1,357 | 42 | 3.2% | $1.37万 | 加仓 |
| — | EXXON MOBIL CORP | $43.43万 | 0.19% | 2,560 | 103 | 4.2% | $1.75万 | 加仓 |
| MOAT | VANECK ETF TRUST | $43.04万 | 0.19% | 4,451 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $42.72万 | 0.19% | 3,423 | -90 | -2.6% | -$1.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.05万 | 0.18% | 412 | 26 | 6.7% | $2.59万 | 加仓 |
| TJX | TJX COS INC NEW | $37.21万 | 0.17% | 2,330 | 371 | 18.9% | $5.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $35.23万 | 0.16% | 1,649 | 18 | 1.1% | $3,846 | 加仓 |
| MO | ALTRIA GROUP INC | $34.26万 | 0.15% | 5,191 | 5,191 | — | $34.26万 | 新建仓 |
| SYY | SYSCO CORP | $33.57万 | 0.15% | 4,706 | 294 | 6.7% | $2.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $33.37万 | 0.15% | 4,192 | 4,192 | — | $33.37万 | 新建仓 |
| TQQQ | PROSHARES TR | $33.25万 | 0.15% | 7,978 | -361 | -4.3% | -$1.50万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $31.61万 | 0.14% | 1,611 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.45万 | 0.14% | 901 | -12 | -1.3% | -$4,055 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $29.28万 | 0.13% | 1,771 | 83 | 4.9% | $1.37万 | 加仓 |
| HD | HOME DEPOT INC | $27.89万 | 0.12% | 848 | 88 | 11.6% | $2.89万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $27.82万 | 0.12% | 2,824 | 8 | 0.3% | $788 | 加仓 |
| GE | GE AEROSPACE | $27.61万 | 0.12% | 973 | 112 | 13.0% | $3.18万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.34万 | 0.12% | 899 | 64 | 7.7% | $1.95万 | 加仓 |
| RY | ROYAL BK CDA | $27.32万 | 0.12% | 1,689 | 130 | 8.3% | $2.10万 | 加仓 |
| ORCL | ORACLE CORP | $26.97万 | 0.12% | 1,833 | 283 | 18.3% | $4.16万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $25.22万 | 0.11% | 1,588 | -739 | -31.8% | -$11.74万 | 减仓 |
| DAL | DELTA AIR LINES INC | $25.12万 | 0.11% | 3,779 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $24.57万 | 0.11% | 562 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $24.56万 | 0.11% | 436 | -160 | -26.8% | -$9.01万 | 减仓 |
| DIS | DISNEY WALT CO | $24.51万 | 0.11% | 2,543 | 349 | 15.9% | $3.36万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $24.07万 | 0.11% | 6,260 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $23.67万 | 0.11% | 1,047 | 77 | 7.9% | $1.74万 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $23.24万 | 0.10% | 819 | 819 | — | $23.24万 | 新建仓 |
| DGRO | ISHARES TR | $23.21万 | 0.10% | 3,307 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $23.09万 | 0.10% | 868 | 73 | 9.2% | $1.94万 | 加仓 |
| ITB | ISHARES TR | $23.00万 | 0.10% | 2,540 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $22.61万 | 0.10% | 4,149 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $22.30万 | 0.10% | 2,664 | 2,664 | — | $22.30万 | 新建仓 |
| LOW | LOWES COS INC | $21.90万 | 0.10% | 927 | 3 | 0.3% | $709 | 重新持有 |