13F 机构持仓

FIDUCIARY FAMILY OFFICE, LLC

Boca Raton FL · SEC CIK 0002020280

2026Q22026Q1 更早 9 个季度 🔒
$3.51亿2026Q1 申报市值
179持仓数
51.5%前十大占比 · 第一大 32.3%
15 / 17新建仓 / 清仓
申报市值走势$4.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 32.3%
NVDA 3.8%
JEPI 2.8%
GOOGL 2.8%
MSFT 2.3%
AMZN 2.0%
LLY 1.6%
GLD 1.4%
AVGO 1.3%
JPM 1.2%

2026Q1 买入最多 按季末市值估算

LLY 加仓+$296.34万
INVESCO CURRENCY 新建仓+$242.46万
NVDA 加仓+$204.92万
AMZN 加仓+$200.58万
GLD 加仓+$164.80万

2026Q1 卖出最多 按季末市值估算

JIVE 清仓-$947.29万
ADBE 清仓-$89.74万
KR 减仓-$86.06万
WMT 减仓-$82.15万
UNP 减仓-$60.87万

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
JIVE J P MORGAN EXCHANGE TRADED F $00.00%0 -118,000-100.0% -$947.29万 清仓
ADBE ADOBE INC $00.00%0 -2,564-100.0% -$89.74万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 —— — 申报中断
WDAY WORKDAY INC $00.00%0 -2,768-100.0% -$59.45万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -10,072-100.0% -$58.80万 清仓
KKR KKR & CO INC $00.00%0 -2,748-100.0% -$35.03万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -1,956-100.0% -$31.61万 清仓
NDAQ NASDAQ INC $00.00%0 -3,022-100.0% -$29.36万 清仓
CDW CDW CORP $00.00%0 —— — 申报中断
INGR INGREDION INC $00.00%0 -2,250-100.0% -$24.81万 清仓
SLYG SPDR SERIES TRUST $00.00%0 -2,608-100.0% -$24.56万 清仓
INTU INTUIT $00.00%0 -363-100.0% -$24.04万 清仓
DG DOLLAR GEN CORP NEW $00.00%0 —— — 申报中断
ABNB AIRBNB INC $00.00%0 -1,700-100.0% -$23.07万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -10,285-100.0% -$23.00万 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -861-100.0% -$22.28万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 —— — 申报中断
FBIN FORTUNE BRANDS INNOVATIONS I $00.00%0 -4,359-100.0% -$21.80万 清仓
ESI ELEMENT SOLUTIONS INC $00.00%0 —— — 申报中断
J JACOBS SOLUTIONS INC $00.00%0 -1,597-100.0% -$21.15万 清仓
PLD PROLOGIS INC. $00.00%0 -1,628-100.0% -$20.78万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -3,793-100.0% -$20.77万 清仓
ARCC ARES CAPITAL CORP $20.16万0.06%11,186 00.0% — 不变
USB US BANCORP $20.72万0.06%3,984 3,984— $20.72万 新建仓
CLX CLOROX CO DEL $20.73万0.06%2,000 -4,635-69.9% -$48.03万 重新持有
AMP AMERIPRISE FINL INC $21.24万0.06%478 478— $21.24万 新建仓
BDVL BLACKROCK ETF TRUST $21.29万0.06%8,638 -102-1.2% -$2,514 减仓
CRWD CROWDSTRIKE HLDGS INC $21.67万0.06%555 -198-26.3% -$7.73万 减仓
VUG VANGUARD INDEX FDS $21.84万0.06%500 -355-41.5% -$15.51万 减仓
KDP KEURIG DR PEPPER INC $21.91万0.06%8,321 -6,322-43.2% -$16.65万 减仓
IJH ISHARES TR $22.12万0.06%3,275 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $22.93万0.07%6,060 6,060— $22.93万 新建仓
SCHG SCHWAB STRATEGIC TR $23.29万0.07%7,995 -1,922-19.4% -$5.60万 减仓
SBUX STARBUCKS CORP $23.92万0.07%2,670 -673-20.1% -$6.03万 减仓
VICI VICI PPTYS INC $23.98万0.07%8,779 2713.2% $7,404 重新持有
VWO VANGUARD INTL EQUITY INDEX F $24.41万0.07%4,517 00.0% — 不变
MO ALTRIA GROUP INC $24.49万0.07%3,711 -71-1.9% -$4,685 减仓
CDNS CADENCE DESIGN SYSTEM INC $24.70万0.07%889 556.6% $1.53万 加仓
SYK STRYKER CORPORATION $24.74万0.07%753 -396-34.5% -$13.01万 减仓
AMGN AMGEN INC $24.82万0.07%706 456.8% $1.58万 加仓
PPG PPG INDS INC $25.03万0.07%2,342 2,342— $25.03万 新建仓
ARKK ARK ETF TR $25.31万0.07%3,745 00.0% — 不变
VGT VANGUARD WORLD FD $25.33万0.07%363 00.0% — 不变
IWY ISHARES TR $26.50万0.08%1,065 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $26.63万0.08%1,859 -100-5.1% -$1.43万 减仓
DTE DTE ENERGY CO $26.66万0.08%1,823 321.8% $4,679 加仓
BR BROADRIDGE FINL SOLUTIONS IN $26.68万0.08%1,642 -683-29.4% -$11.10万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $26.74万0.08%4,139 57216.0% $3.70万 加仓
GWW WW GRAINGER INC $27.92万0.08%256 -89-25.8% -$9.71万 减仓
AXSM AXSOME THERAPEUTICS INC. $28.21万0.08%1,669 -614-26.9% -$10.38万 减仓
TSLA TESLA INC $29.23万0.08%786 -12-1.5% -$4,463 减仓
— DUPONT DE NEMOURS INC $29.84万0.09%6,516 2,98584.5% $13.67万 重新持有
DFUV DIMENSIONAL ETF TRUST $30.85万0.09%6,366 00.0% — 不变
KMB KIMBERLY-CLARK CORP $30.97万0.09%3,210 1,04047.9% $10.03万 加仓
ADP AUTOMATIC DATA PROCESSING IN $31.55万0.09%1,553 -998-39.1% -$20.28万 减仓
PKG PACKAGING CORP AMER $31.90万0.09%1,503 15711.7% $3.33万 加仓
APD AIR PRODUCTS AND CHEMICALS I $31.92万0.09%1,099 14214.8% $4.12万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $32.68万0.09%967 967— $32.68万 新建仓
MDLZ MONDELEZ INTL INC $35.20万0.10%6,107 3085.3% $1.78万 加仓
MRSH MARSH & MCLENNAN COS INC $35.38万0.10%2,040 64045.7% $11.10万 加仓
IVOO VANGUARD ADMIRAL FDS INC $36.47万0.10%3,190 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $36.67万0.10%3,930 88228.9% $8.23万 加仓
GLW CORNING INC $36.71万0.10%2,700 2,700— $36.71万 新建仓
CL COLGATE PALMOLIVE CO $36.73万0.10%4,310 40910.5% $3.49万 加仓
DOV DOVER CORP $36.85万0.11%1,768 -85-4.6% -$1.77万 减仓
GPC GENUINE PARTS CO $36.93万0.11%3,492 1,01140.7% $10.69万 加仓
RGA REINSURANCE GROUP AMER INC $37.36万0.11%1,830 -68-3.6% -$1.39万 减仓
MDT MEDTRONIC PLC $37.55万0.11%4,333 -4,069-48.4% -$35.26万 减仓
COP CONOCOPHILLIPS $37.57万0.11%2,846 00.0% — 不变
YUM YUM BRANDS INC $37.64万0.11%2,421 2,421— $37.64万 新建仓
BDYN BLACKROCK ETF TRUST $37.92万0.11%15,599 2211.4% $5,373 加仓
GEV GE VERNOVA INC $38.06万0.11%436 436— $38.06万 新建仓
CB CHUBB LTD SWITZ $38.36万0.11%1,177 17717.7% $5.77万 加仓
ITW ILLINOIS TOOL WKS INC $38.81万0.11%1,491 -721-32.6% -$18.77万 减仓
BLK BLACKROCK INC $39.05万0.11%406 -72-15.1% -$6.92万 减仓
ETN EATON CORP PLC $39.77万0.11%1,112 40256.6% $14.38万 加仓
TSCO TRACTOR SUPPLY CO $40.40万0.12%8,918 -7,165-44.6% -$32.46万 减仓
MMM 3M CO $40.71万0.12%2,803 2,803— $40.71万 新建仓
SCHW SCHWAB CHARLES CORP $40.83万0.12%4,345 60716.2% $5.70万 加仓
CZR CAESARS ENTERTAINMENT INC NE $40.84万0.12%15,451 4,70543.8% $12.44万 加仓
CRM SALESFORCE INC $40.90万0.12%2,191 -286-11.5% -$5.34万 减仓
UNH UNITEDHEALTH GROUP INC $41.16万0.12%1,521 74195.0% $20.05万 加仓
GD GENERAL DYNAMICS CORP $41.45万0.12%1,208 -371-23.5% -$12.73万 减仓
MSI MOTOROLA SOLUTIONS INC $41.66万0.12%960 -804-45.6% -$34.89万 减仓
EFX EQUIFAX INC $43.22万0.12%2,400 2,400— $43.22万 新建仓
IRM IRON MTN INC DEL $43.27万0.12%4,236 -126-2.9% -$1.29万 减仓
NSC NORFOLK SOUTHN CORP $43.48万0.12%1,515 -346-18.6% -$9.93万 减仓
BX BLACKSTONE INC $43.81万0.12%3,810 -40-1.0% -$4,600 减仓
QTUM ETF SER SOLUTIONS $43.99万0.13%4,100 00.0% — 不变
TFC TRUIST FINL CORP $45.04万0.13%9,798 -2,166-18.1% -$9.96万 减仓
GE GE AEROSPACE $45.57万0.13%1,606 1,606— $45.57万 新建仓
SDY SPDR SERIES TRUST $45.99万0.13%3,151 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $46.02万0.13%15,000 00.0% — 不变
MPC MARATHON PETE CORP $46.13万0.13%1,889 27016.7% $6.59万 加仓
IAU ISHARES GOLD TR $46.28万0.13%5,249 00.0% — 不变
EOG EOG RES INC $46.71万0.13%3,231 92239.9% $13.33万 加仓
STE STERIS PLC $47.49万0.14%2,148 -2,381-52.6% -$52.64万 减仓
FERG FERGUSON ENTERPRISES INC $48.28万0.14%2,070 -1,393-40.2% -$32.49万 减仓
LMT LOCKHEED MARTIN CORP $48.95万0.14%810 -684-45.8% -$41.34万 减仓
UNP UNION PAC CORP $53.47万0.15%2,204 -2,509-53.2% -$60.87万 减仓