FAMILY WEALTH PARTNERS, LLC
MATTHEWS NC · SEC CIK 0002016217
$2.93亿2026Q1 申报市值
105持仓数
55.9%前十大占比 · 第一大 14.9%
17 / 8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
ITOT 加仓+$593.17万
VGIT 加仓+$237.90万
PTL 加仓+$202.45万
DIMENSIONAL ETF 加仓+$159.99万
DIHP 加仓+$152.28万
2026Q1 卖出最多 按季末市值估算
LPLA 减仓-$916.75万
SPMO 清仓-$37.16万
AGG 减仓-$33.23万
ZM 清仓-$27.43万
PEP 清仓-$23.64万
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 |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MILLS INC | $20.79万 | 0.07% | 5,587 | 5,587 | — | $20.79万 | 新建仓 |
| DG | DOLLAR GEN CORP | $20.71万 | 0.07% | 1,744 | 1,744 | — | $20.71万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.04万 | 0.07% | 1,100 | 1,100 | — | $20.04万 | 新建仓 |
| ADT | ADT INC DEL | $10.47万 | 0.04% | 15,931 | -2,938 | -15.6% | -$1.93万 | 减仓 |
| — | SERVICE PPTYS TR | $1.51万 | 0.01% | 11,140 | 315 | 2.9% | $427 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,114 | -100.0% | -$37.16万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -3,179 | -100.0% | -$27.43万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,647 | -100.0% | -$23.64万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -913 | -100.0% | -$22.18万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -803 | -100.0% | -$21.83万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,219 | -100.0% | -$21.17万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -510 | -100.0% | -$20.47万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -361 | -100.0% | -$20.28万 | 清仓 |