Family Office Research LLC
Bethesda MD · SEC CIK 0002041267
$2.28亿2026Q1 申报市值
75持仓数
73.7%前十大占比 · 第一大 24.1%
8 / 6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
BALT 加仓+$147.97万
FIGR 新建仓+$89.62万
AMG ETF TRUST 新建仓+$71.12万
INSIGHT MOLECULA 新建仓+$41.74万
HGER 新建仓+$25.41万
2026Q1 卖出最多 按季末市值估算
MAR 减仓-$302.41万
TBIL 减仓-$181.83万
JAAA 减仓-$138.62万
TSLA 减仓-$131.99万
VAC 清仓-$110.30万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $0 | 0.00% | 0 | -18,984 | -100.0% | -$110.30万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TNA | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -10,022 | -100.0% | -$47.75万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -13,557 | -100.0% | -$39.70万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,401 | -100.0% | -$21.73万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,305 | -100.0% | -$21.64万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -3,480 | -100.0% | -$21.05万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LISTED FDS TR | $5.82万 | 0.03% | 3,655 | 2,511 | 219.5% | $4.00万 | 加仓 |
| — | CALAMOS ETF TR | $20.06万 | 0.09% | 8,414 | 8,414 | — | $20.06万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $20.83万 | 0.09% | 1,840 | 1,840 | — | $20.83万 | 新建仓 |
| IT | GARTNER INC | $20.92万 | 0.09% | 1,321 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $21.23万 | 0.09% | 7,794 | 7,794 | — | $21.23万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.40万 | 0.09% | 1,662 | 1 | 0.1% | $129 | 加仓 |
| BOTZ | GLOBAL X FDS | $22.59万 | 0.10% | 6,800 | -3,042 | -30.9% | -$10.11万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $24.30万 | 0.11% | 5,386 | 4 | 0.1% | $180 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST | $24.51万 | 0.11% | 20,173 | 20,173 | — | $24.51万 | 新建仓 |
| ORCL | ORACLE CORP | $24.90万 | 0.11% | 1,693 | 162 | 10.6% | $2.38万 | 加仓 |
| — | VANECK ETF TRUST | $25.27万 | 0.11% | 2,792 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR ETF TRUST | $25.41万 | 0.11% | 8,195 | 8,195 | — | $25.41万 | 新建仓 |
| IJH | ISHARES TR | $25.51万 | 0.11% | 3,777 | -505 | -11.8% | -$3.41万 | 减仓 |
| SMH | VANECK ETF TRUST | $25.95万 | 0.11% | 677 | 1 | 0.1% | $383 | 加仓 |
| DE | DEERE & CO | $26.87万 | 0.12% | 477 | -69 | -12.6% | -$3.89万 | 减仓 |
| IWB | ISHARES TR | $27.65万 | 0.12% | 776 | 2 | 0.3% | $713 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $27.80万 | 0.12% | 8,258 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $28.00万 | 0.12% | 1,326 | 1 | 0.1% | $211 | 加仓 |
| — | RBB FD INC | $28.24万 | 0.12% | 2,763 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $32.12万 | 0.14% | 753 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $32.42万 | 0.14% | 325 | -42 | -11.4% | -$4.19万 | 减仓 |
| NVR | NVR INC | $36.24万 | 0.16% | 55 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $36.72万 | 0.16% | 1,277 | -90 | -6.6% | -$2.59万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $40.37万 | 0.18% | 7,736 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $40.52万 | 0.18% | 25,599 | 650 | 2.6% | $1.03万 | 加仓 |
| — | INSIGHT MOLECULAR DIA INC | $41.74万 | 0.18% | 127,266 | 127,266 | — | $41.74万 | 新建仓 |
| GOOG | ALPHABET INC | $43.61万 | 0.19% | 1,520 | 1 | 0.1% | $287 | 加仓 |
| PTNQ | PACER FDS TR | $46.40万 | 0.20% | 6,360 | -395 | -5.8% | -$2.88万 | 减仓 |
| ARTY | ISHARES TR | $47.43万 | 0.21% | 10,194 | 1 | 0.0% | $47 | 加仓 |
| IVW | ISHARES TR | $49.20万 | 0.22% | 4,350 | -65 | -1.5% | -$7,352 | 减仓 |
| SHLD | GLOBAL X FDS | $51.05万 | 0.22% | 7,055 | 2,470 | 53.9% | $17.87万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $51.32万 | 0.22% | 10,504 | 81 | 0.8% | $3,958 | 加仓 |
| MSFT | MICROSOFT CORP | $52.52万 | 0.23% | 1,419 | 2 | 0.1% | $740 | 加仓 |
| IGM | ISHARES TR | $52.83万 | 0.23% | 4,458 | -1,341 | -23.1% | -$15.89万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $55.61万 | 0.24% | 10,908 | 69 | 0.6% | $3,518 | 加仓 |
| EFA | ISHARES TR | $56.44万 | 0.25% | 5,811 | -70 | -1.2% | -$6,799 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $62.32万 | 0.27% | 13,617 | -65 | -0.5% | -$2,975 | 减仓 |
| DBEF | DBX ETF TR | $64.42万 | 0.28% | 13,040 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $67.04万 | 0.29% | 8,654 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $67.40万 | 0.30% | 2,852 | 9 | 0.3% | $2,127 | 加仓 |
| XT | ISHARES TR | $67.56万 | 0.30% | 9,913 | -103 | -1.0% | -$7,020 | 减仓 |
| — | GLOBAL X FDS | $68.15万 | 0.30% | 18,286 | -8,827 | -32.6% | -$32.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $68.69万 | 0.30% | 2,141 | 6 | 0.3% | $1,925 | 加仓 |
| GLD | SPDR GOLD TR | $69.40万 | 0.30% | 1,613 | 13 | 0.8% | $5,593 | 加仓 |
| — | AMG ETF TRUST | $71.12万 | 0.31% | 28,705 | 28,705 | — | $71.12万 | 新建仓 |
| ICF | ISHARES TR | $76.53万 | 0.34% | 12,366 | -52 | -0.4% | -$3,218 | 减仓 |
| TSLA | TESLA INC | $81.76万 | 0.36% | 2,199 | -3,550 | -61.7% | -$131.99万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $89.62万 | 0.39% | 26,399 | 26,399 | — | $89.62万 | 新建仓 |
| AMZN | AMAZON COM INC | $91.33万 | 0.40% | 4,385 | -32 | -0.7% | -$6,665 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.86万 | 0.41% | 1,959 | -136 | -6.5% | -$6.52万 | 减仓 |
| VGT | VANGUARD WORLD FD | $118.37万 | 0.52% | 1,696 | -98 | -5.5% | -$6.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $120.83万 | 0.53% | 6,928 | 62 | 0.9% | $1.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $140.71万 | 0.62% | 2,164 | 2 | 0.1% | $1,300 | 加仓 |
| IVV | ISHARES TR | $160.20万 | 0.70% | 2,453 | 2 | 0.1% | $1,306 | 加仓 |
| SMOT | VANECK ETF TRUST | $181.25万 | 0.79% | 51,505 | -15,301 | -22.9% | -$53.84万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $198.71万 | 0.87% | 39,450 | -27,521 | -41.1% | -$138.62万 | 减仓 |
| AAPL | APPLE INC | $221.41万 | 0.97% | 8,724 | -4 | -0.0% | -$1,015 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $262.60万 | 1.15% | 42,150 | -634 | -1.5% | -$3.95万 | 减仓 |
| IJR | ISHARES TR | $270.10万 | 1.18% | 21,728 | 868 | 4.2% | $10.79万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $296.70万 | 1.30% | 88,660 | 44,215 | 99.5% | $147.97万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $319.30万 | 1.40% | 192,234 | 1,616 | 0.8% | $2.68万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $330.88万 | 1.45% | 41,062 | -319 | -0.8% | -$2.57万 | 减仓 |
| IWV | ISHARES TR | $334.18万 | 1.46% | 9,015 | -27 | -0.3% | -$1.00万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $373.19万 | 1.64% | 108,015 | -356 | -0.3% | -$1.23万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $419.78万 | 1.84% | 49,479 | -516 | -1.0% | -$4.38万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $532.15万 | 2.33% | 149,774 | -3,188 | -2.1% | -$11.33万 | 减仓 |
| DAL | DELTA AIR LINES INC | $724.75万 | 3.18% | 109,018 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $1,154.82万 | 5.06% | 231,612 | -36,468 | -13.6% | -$181.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,212.01万 | 5.31% | 20,999 | -306 | -1.4% | -$17.66万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,249.45万 | 5.48% | 112,381 | 976 | 0.9% | $10.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,256.02万 | 5.50% | 323,216 | -1,735 | -0.5% | -$6.74万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,300.62万 | 5.70% | 134,500 | -3,519 | -2.5% | -$34.03万 | 减仓 |
| SMLF | ISHARES TR | $1,550.68万 | 6.80% | 205,416 | 2,337 | 1.2% | $17.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,335.60万 | 10.24% | 39,086 | -701 | -1.8% | -$41.89万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $5,498.74万 | 24.10% | 168,121 | -9,246 | -5.2% | -$302.41万 | 减仓 |