FIDUCIARY FAMILY OFFICE, LLC
Boca Raton FL · SEC CIK 0002020280
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.13亿 | 32.29% | 446,402 | 5,063 | 1.1% | $128.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,338.42万 | 3.81% | 76,744 | 11,750 | 18.1% | $204.92万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $984.97万 | 2.81% | 173,778 | -10,547 | -5.7% | -$59.78万 | 减仓 |
| GOOGL | ALPHABET INC | $971.94万 | 2.77% | 33,800 | 888 | 2.7% | $25.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $802.67万 | 2.29% | 21,684 | 2,964 | 15.8% | $109.72万 | 加仓 |
| AMZN | AMAZON COM INC | $695.49万 | 1.98% | 33,394 | 9,631 | 40.5% | $200.58万 | 加仓 |
| LLY | ELI LILLY & CO | $558.28万 | 1.59% | 6,070 | 3,222 | 113.1% | $296.34万 | 加仓 |
| GLD | SPDR GOLD TR | $482.91万 | 1.38% | 11,223 | 3,830 | 51.8% | $164.80万 | 加仓 |
| AVGO | BROADCOM INC | $457.15万 | 1.30% | 14,770 | 1,820 | 14.1% | $56.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $430.76万 | 1.23% | 14,644 | 396 | 2.8% | $11.65万 | 加仓 |
| META | META PLATFORMS INC | $407.51万 | 1.16% | 7,123 | 1,031 | 16.9% | $58.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $404.62万 | 1.15% | 20,623 | 58 | 0.3% | $1.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $376.76万 | 1.07% | 15,413 | 6,106 | 65.6% | $149.26万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $372.80万 | 1.06% | 17,160 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $368.76万 | 1.05% | 12,191 | 3,271 | 36.7% | $98.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $350.38万 | 1.00% | 16,399 | -157 | -0.9% | -$3.35万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $316.92万 | 0.90% | 19,168 | 3,114 | 19.4% | $51.49万 | 加仓 |
| ABBV | ABBVIE INC | $307.53万 | 0.88% | 14,140 | 4,249 | 43.0% | $92.41万 | 加仓 |
| GOOG | ALPHABET INC | $307.31万 | 0.88% | 10,713 | 3,025 | 39.3% | $86.78万 | 加仓 |
| WFC | WELLS FARGO & CO | $301.91万 | 0.86% | 37,924 | 2,965 | 8.5% | $23.60万 | 加仓 |
| V | VISA INC | $296.81万 | 0.85% | 9,820 | -864 | -8.1% | -$26.11万 | 减仓 |
| ORCL | ORACLE CORP | $257.36万 | 0.73% | 17,494 | 5,202 | 42.3% | $76.53万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $255.94万 | 0.73% | 10,214 | -78 | -0.8% | -$1.95万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $242.70万 | 0.69% | 2,711 | 314 | 13.1% | $28.11万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $242.46万 | 0.69% | 21,960 | 21,960 | — | $242.46万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $240.99万 | 0.69% | 9,201 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $238.00万 | 0.68% | 30,674 | 1,142 | 3.9% | $8.86万 | 加仓 |
| BAC | BANK AMERICA CORP | $225.62万 | 0.64% | 46,281 | 9,352 | 25.3% | $45.59万 | 加仓 |
| IWD | ISHARES TR | $221.79万 | 0.63% | 10,380 | -757 | -6.8% | -$16.17万 | 减仓 |
| MCK | MCKESSON CORP | $215.91万 | 0.62% | 2,495 | 194 | 8.4% | $16.79万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $214.28万 | 0.61% | 31,948 | -2,341 | -6.8% | -$15.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $214.01万 | 0.61% | 4,466 | 208 | 4.9% | $9.97万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $205.09万 | 0.58% | 27,752 | 4,904 | 21.5% | $36.24万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $204.28万 | 0.58% | 14,143 | 8,921 | 170.8% | $128.86万 | 加仓 |
| — | EXXON MOBIL CORP | $197.36万 | 0.56% | 11,633 | 4,458 | 62.1% | $75.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $196.94万 | 0.56% | 3,028 | 14 | 0.5% | $9,106 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $191.07万 | 0.54% | 16,106 | 366 | 2.3% | $4.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $189.96万 | 0.54% | 3,179 | -715 | -18.4% | -$42.72万 | 减仓 |
| WMT | WALMART INC | $185.05万 | 0.53% | 14,890 | -6,610 | -30.7% | -$82.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $183.10万 | 0.52% | 12,517 | -201 | -1.6% | -$2.94万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $178.43万 | 0.51% | 1,791 | 2 | 0.1% | $1,993 | 加仓 |
| TMUS | T-MOBILE US INC | $172.83万 | 0.49% | 8,229 | 740 | 9.9% | $15.54万 | 加仓 |
| ADI | ANALOG DEVICES INC | $171.13万 | 0.49% | 5,379 | 405 | 8.1% | $12.88万 | 加仓 |
| LIN | LINDE PLC | $170.44万 | 0.49% | 3,438 | 985 | 40.2% | $48.83万 | 加仓 |
| SPGI | S&P GLOBAL INC | $161.89万 | 0.46% | 3,806 | 2,611 | 218.5% | $111.06万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $159.42万 | 0.45% | 36,937 | 779 | 2.2% | $3.36万 | 加仓 |
| CAT | CATERPILLAR INC | $157.84万 | 0.45% | 2,228 | 11 | 0.5% | $7,793 | 加仓 |
| IQV | IQVIA HLDGS INC | $156.97万 | 0.45% | 9,204 | 1,161 | 14.4% | $19.80万 | 加仓 |
| DIS | DISNEY WALT CO | $148.95万 | 0.42% | 15,454 | 6,881 | 80.3% | $66.32万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $141.41万 | 0.40% | 22,536 | 12,875 | 133.3% | $80.79万 | 加仓 |
| DAL | DELTA AIR LINES INC | $139.77万 | 0.40% | 21,024 | 5,680 | 37.0% | $37.76万 | 加仓 |
| KO | COCA COLA CO | $137.40万 | 0.39% | 18,067 | 2,540 | 16.4% | $19.32万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $134.29万 | 0.38% | 14,459 | 3,674 | 34.1% | $34.12万 | 加仓 |
| HSY | HERSHEY CO | $133.05万 | 0.38% | 6,400 | 4,800 | 300.0% | $99.79万 | 加仓 |
| MRK | MERCK & CO INC | $130.69万 | 0.37% | 10,865 | -3,270 | -23.1% | -$39.33万 | 减仓 |
| VO | VANGUARD INDEX FDS | $130.04万 | 0.37% | 4,528 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $127.09万 | 0.36% | 7,364 | 2,154 | 41.3% | $37.17万 | 加仓 |
| HD | HOME DEPOT INC | $126.52万 | 0.36% | 3,847 | 208 | 5.7% | $6.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $124.00万 | 0.35% | 5,766 | -448 | -7.2% | -$9.63万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $123.79万 | 0.35% | 6,243 | 2,282 | 57.6% | $45.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $122.27万 | 0.35% | 2,447 | 635 | 35.0% | $31.73万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $120.42万 | 0.34% | 3,489 | 339 | 10.8% | $11.70万 | 加仓 |
| TJX | TJX COS INC NEW | $115.53万 | 0.33% | 7,234 | 1,849 | 34.3% | $29.53万 | 加仓 |
| PEP | PEPSICO INC | $114.54万 | 0.33% | 7,376 | -1,765 | -19.3% | -$27.41万 | 减仓 |
| KR | KROGER CO | $113.89万 | 0.32% | 15,740 | -11,893 | -43.0% | -$86.06万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $110.51万 | 0.31% | 5,587 | 955 | 20.6% | $18.89万 | 加仓 |
| RTX | RTX CORPORATION | $108.99万 | 0.31% | 5,650 | -499 | -8.1% | -$9.63万 | 减仓 |
| CCL | CARNIVAL CORP | $103.38万 | 0.29% | 39,944 | 28,821 | 259.1% | $74.59万 | 加仓 |
| PHM | PULTE GROUP INC | $102.59万 | 0.29% | 8,723 | 1,202 | 16.0% | $14.14万 | 加仓 |
| CMI | CUMMINS INC | $101.47万 | 0.29% | 1,886 | -687 | -26.7% | -$36.96万 | 减仓 |
| SLB | SLB LIMITED | $100.52万 | 0.29% | 19,560 | 6,467 | 49.4% | $33.23万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $97.53万 | 0.28% | 9,499 | -786 | -7.6% | -$8.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $97.20万 | 0.28% | 13,513 | 2,154 | 19.0% | $15.49万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $92.67万 | 0.26% | 24,120 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $91.31万 | 0.26% | 4,404 | 1,785 | 68.2% | $37.01万 | 加仓 |
| LOW | LOWES COS INC | $89.88万 | 0.26% | 3,804 | 748 | 24.5% | $17.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $89.79万 | 0.26% | 4,414 | -13 | -0.3% | -$2,645 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $88.84万 | 0.25% | 2,132 | 559 | 35.5% | $23.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $87.52万 | 0.25% | 4,230 | -470 | -10.0% | -$9.72万 | 减仓 |
| MS | MORGAN STANLEY | $86.10万 | 0.25% | 5,232 | 2,470 | 89.4% | $40.65万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $85.07万 | 0.24% | 33,177 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $84.82万 | 0.24% | 4,649 | 274 | 6.3% | $5.00万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $82.98万 | 0.24% | 1,074 | 94 | 9.6% | $7.26万 | 加仓 |
| PFE | PFIZER INC | $79.65万 | 0.23% | 28,367 | 17,270 | 155.6% | $48.49万 | 加仓 |
| SYY | SYSCO CORP | $77.86万 | 0.22% | 10,916 | 1,550 | 16.5% | $11.06万 | 加仓 |
| APH | AMPHENOL CORP | $77.41万 | 0.22% | 6,127 | -433 | -6.6% | -$5.47万 | 减仓 |
| CSX | CSX CORP | $76.37万 | 0.22% | 18,605 | 6,374 | 52.1% | $26.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $73.85万 | 0.21% | 3,804 | 823 | 27.6% | $15.98万 | 加仓 |
| PPL | PPL CORP | $73.28万 | 0.21% | 19,183 | 2,382 | 14.2% | $9.10万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $72.01万 | 0.21% | 1,465 | 194 | 15.3% | $9.54万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $71.23万 | 0.20% | 3,252 | -1,426 | -30.5% | -$31.23万 | 减仓 |
| MCO | MOODYS CORP | $69.76万 | 0.20% | 1,599 | 191 | 13.6% | $8.33万 | 加仓 |
| MCD | MCDONALDS CORP | $69.49万 | 0.20% | 2,236 | 677 | 43.4% | $21.04万 | 加仓 |
| EMR | EMERSON ELEC CO | $66.69万 | 0.19% | 5,090 | 5,090 | — | $66.69万 | 新建仓 |
| NOW | SERVICENOW INC | $63.78万 | 0.18% | 6,100 | 1,625 | 36.3% | $16.99万 | 加仓 |
| HUBB | HUBBELL INC | $62.52万 | 0.18% | 1,274 | 1,274 | — | $62.52万 | 新建仓 |
| AZO | AUTOZONE INC | $62.15万 | 0.18% | 184 | 11 | 6.4% | $3.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.47万 | 0.18% | 2,536 | -417 | -14.1% | -$10.11万 | 减仓 |
| SJM | SMUCKER J M CO | $58.14万 | 0.17% | 6,029 | 6,029 | — | $58.14万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $54.84万 | 0.16% | 3,341 | -350 | -9.5% | -$5.74万 | 减仓 |