FAMILY WEALTH PARTNERS, LLC
MATTHEWS NC · SEC CIK 0002016217
$3.26亿2026Q2 申报市值
109持仓数
56.0%前十大占比 · 第一大 15.8%
20 / 16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
ITOT 加仓+$110.80万
DIMENSIONAL ETF 加仓+$88.77万
VGIT 加仓+$88.20万
DIHP 加仓+$84.57万
PTL 加仓+$75.61万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$101.41万
LPLA 减仓-$69.24万
NVDA 减仓-$62.23万
INTC 减仓-$60.49万
MU 减仓-$59.79万
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 |
|---|---|---|---|---|---|---|---|---|
| NTRA | NATERA INC | $21.01万 | 0.06% | 774 | 774 | — | $21.01万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.82万 | 0.06% | 3,311 | 3,311 | — | $20.82万 | 新建仓 |
| CIEN | CIENA CORP | $20.51万 | 0.06% | 418 | 418 | — | $20.51万 | 新建仓 |
| MLI | MUELLER INDS INC | $20.48万 | 0.06% | 1,666 | 1,666 | — | $20.48万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $20.35万 | 0.06% | 1,221 | 1,221 | — | $20.35万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $20.09万 | 0.06% | 600 | 600 | — | $20.09万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $11.25万 | 0.03% | 10,647 | 10,647 | — | $11.25万 | 新建仓 |
| — | SERVICE PPTYS TR | $1.84万 | 0.01% | 10,876 | -264 | -2.4% | -$446 | 减仓 |
| — | ALIGHT INC | $5,702 | 0.00% | 10,182 | 10,182 | — | $5,702 | 新建仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,771 | -100.0% | -$36.88万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -1,169 | -100.0% | -$33.53万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -375 | -100.0% | -$28.97万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,004 | -100.0% | -$28.87万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,382 | -100.0% | -$26.20万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,334 | -100.0% | -$24.34万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,111 | -100.0% | -$22.85万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,140 | -100.0% | -$22.37万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -1,556 | -100.0% | -$21.96万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -947 | -100.0% | -$21.87万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -637 | -100.0% | -$21.86万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -2,497 | -100.0% | -$20.91万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,696 | -100.0% | -$20.90万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -5,587 | -100.0% | -$20.79万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -1,744 | -100.0% | -$20.71万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -15,931 | -100.0% | -$10.47万 | 清仓 |