Family Office Research LLC
Bethesda MD · SEC CIK 0002041267
$2.67亿2026Q2 申报市值
85持仓数
71.2%前十大占比 · 第一大 21.1%
12 / 6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
TBIL 加仓+$232.59万
META 新建仓+$206.42万
INSIGHT MOLECULA 加仓+$142.53万
JAAA 加仓+$90.09万
SPCX 新建仓+$88.06万
2026Q2 卖出最多 按季末市值估算
MAR 减仓-$597.69万
NVDA 减仓-$97.21万
BRK/B 清仓-$93.86万
HST 重新持有-$60.38万
ISHARES ETHEREUM 清仓-$40.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $5,632.69万 | 21.13% | 151,993 | -16,128 | -9.6% | -$597.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,743.71万 | 10.29% | 39,949 | 863 | 2.2% | $59.27万 | 加仓 |
| SMLF | ISHARES TR | $1,827.62万 | 6.86% | 205,028 | -388 | -0.2% | -$3.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,533.00万 | 5.75% | 20,817 | -182 | -0.9% | -$13.40万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,427.17万 | 5.35% | 111,428 | -953 | -0.8% | -$12.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,424.89万 | 5.34% | 321,210 | -2,006 | -0.6% | -$8.90万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,391.38万 | 5.22% | 133,838 | -662 | -0.5% | -$6.88万 | 减仓 |
| TBIL | RBB FD INC | $1,387.41万 | 5.20% | 278,261 | 46,649 | 20.1% | $232.59万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,021.06万 | 3.83% | 109,018 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $579.63万 | 2.17% | 155,564 | 5,790 | 3.9% | $21.57万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $452.10万 | 1.70% | 111,245 | 3,230 | 3.0% | $13.13万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $448.00万 | 1.68% | 50,225 | 746 | 1.5% | $6.65万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $400.21万 | 1.50% | 41,477 | 415 | 1.0% | $4.00万 | 加仓 |
| IWV | ISHARES TR | $378.32万 | 1.42% | 8,872 | -143 | -1.6% | -$6.10万 | 减仓 |
| RTX | RTX CORPORATION | $366.46万 | 1.37% | 19,315 | 16 | 0.1% | $3,036 | 重新持有 |
| BALT | INNOVATOR ETFS TRUST | $349.49万 | 1.31% | 101,982 | 13,322 | 15.0% | $45.65万 | 加仓 |
| IJR | ISHARES TR | $320.70万 | 1.20% | 21,623 | -105 | -0.5% | -$1.56万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $309.36万 | 1.16% | 42,181 | 31 | 0.1% | $2,274 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $289.28万 | 1.09% | 57,294 | 17,844 | 45.2% | $90.09万 | 加仓 |
| AAPL | APPLE INC | $254.16万 | 0.95% | 8,784 | 60 | 0.7% | $1.74万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $254.00万 | 0.95% | 195,235 | 3,001 | 1.6% | $3.90万 | 加仓 |
| — | INSIGHT MOLECULAR DIA INC | $217.62万 | 0.82% | 368,849 | 241,583 | 189.8% | $142.53万 | 加仓 |
| META | META PLATFORMS INC | $206.42万 | 0.77% | 3,665 | 3,665 | — | $206.42万 | 新建仓 |
| SMOT | VANECK ETF TRUST | $191.31万 | 0.72% | 49,230 | -2,275 | -4.4% | -$8.84万 | 减仓 |
| IVV | ISHARES TR | $178.24万 | 0.67% | 2,380 | -73 | -3.0% | -$5.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $161.62万 | 0.61% | 2,164 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $152.47万 | 0.57% | 12,757 | -811 | -6.0% | -$9.69万 | 减仓 |
| TSLA | TESLA INC | $150.33万 | 0.56% | 3,574 | 1,375 | 62.5% | $57.84万 | 加仓 |
| AMZN | AMAZON COM INC | $110.14万 | 0.41% | 4,621 | 236 | 5.4% | $5.62万 | 加仓 |
| ICF | ISHARES TR | $91.77万 | 0.34% | 13,569 | 1,203 | 9.7% | $8.14万 | 加仓 |
| — | GLOBAL X FDS | $88.96万 | 0.33% | 17,802 | -484 | -2.6% | -$2.42万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $88.06万 | 0.33% | 5,154 | 5,154 | — | $88.06万 | 新建仓 |
| CRWV | COREWEAVE INC | $86.14万 | 0.32% | 8,654 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $82.86万 | 0.31% | 2,239 | 98 | 4.6% | $3.63万 | 加仓 |
| XT | ISHARES TR | $81.91万 | 0.31% | 9,913 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $78.03万 | 0.29% | 2,852 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $77.66万 | 0.29% | 10,196 | 2 | 0.0% | $152 | 加仓 |
| IGM | ISHARES TR | $72.93万 | 0.27% | 4,459 | 1 | 0.0% | $164 | 加仓 |
| — | AMG ETF TRUST | $72.72万 | 0.27% | 28,855 | 150 | 0.5% | $3,780 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $67.99万 | 0.26% | 13,678 | 61 | 0.4% | $3,032 | 加仓 |
| GOOG | ALPHABET INC | $63.41万 | 0.24% | 1,795 | 275 | 18.1% | $9.72万 | 加仓 |
| GLD | SPDR GOLD TR | $60.70万 | 0.23% | 1,648 | 35 | 2.2% | $1.29万 | 加仓 |
| DBEF | DBX ETF TR | $59.36万 | 0.22% | 10,866 | -2,174 | -16.7% | -$11.88万 | 减仓 |
| EFA | ISHARES TR | $59.16万 | 0.22% | 5,695 | -116 | -2.0% | -$1.21万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $58.83万 | 0.22% | 21,415 | 21,415 | — | $58.83万 | 新建仓 |
| IVW | ISHARES TR | $58.79万 | 0.22% | 4,275 | -75 | -1.7% | -$1.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $58.63万 | 0.22% | 1,572 | 153 | 10.8% | $5.71万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $55.99万 | 0.21% | 10,978 | 70 | 0.6% | $3,570 | 加仓 |
| PTNQ | PACER FDS TR | $55.95万 | 0.21% | 6,311 | -49 | -0.8% | -$4,344 | 减仓 |
| GOOGL | ALPHABET INC | $46.22万 | 0.17% | 1,293 | 16 | 1.3% | $5,719 | 加仓 |
| — | CALAMOS ETF TR | $45.59万 | 0.17% | 16,978 | 8,564 | 101.8% | $22.99万 | 加仓 |
| SMH | VANECK ETF TRUST | $45.00万 | 0.17% | 686 | 9 | 1.3% | $5,904 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $44.54万 | 0.17% | 9,114 | -1,390 | -13.2% | -$6.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $41.42万 | 0.16% | 2,070 | -4,858 | -70.1% | -$97.21万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $41.40万 | 0.16% | 13,480 | -12,919 | -48.9% | -$39.67万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $40.37万 | 0.15% | 7,736 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $38.35万 | 0.14% | 3,736 | 973 | 35.2% | $9.99万 | 加仓 |
| NVR | NVR INC | $37.47万 | 0.14% | 55 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $37.44万 | 0.14% | 3,015 | 3 | 0.1% | $372 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $33.40万 | 0.13% | 11,534 | 11,534 | — | $33.40万 | 新建仓 |
| IWB | ISHARES TR | $31.79万 | 0.12% | 776 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $30.71万 | 0.12% | 1,662 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $30.16万 | 0.11% | 475 | -2 | -0.4% | -$1,270 | 减仓 |
| IVE | ISHARES TR | $30.14万 | 0.11% | 1,327 | 1 | 0.1% | $227 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $28.93万 | 0.11% | 8,258 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $27.86万 | 0.10% | 5,389 | 3 | 0.1% | $155 | 加仓 |
| ORCL | ORACLE CORP | $27.78万 | 0.10% | 1,895 | 202 | 11.9% | $2.96万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.45万 | 0.10% | 293 | -32 | -9.8% | -$3.00万 | 减仓 |
| CAIE | CALAMOS ETF TR | $27.38万 | 0.10% | 10,064 | 10,064 | — | $27.38万 | 新建仓 |
| IJH | ISHARES TR | $27.29万 | 0.10% | 3,539 | -238 | -6.3% | -$1.84万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $26.60万 | 0.10% | 10,250 | 10,250 | — | $26.60万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $25.55万 | 0.10% | 8,710 | 515 | 6.3% | $1.51万 | 加仓 |
| BOTZ | GLOBAL X FDS | $24.74万 | 0.09% | 6,522 | -278 | -4.1% | -$1.05万 | 减仓 |
| ARKK | ARK ETF TR | $23.81万 | 0.09% | 2,946 | -85 | -2.8% | -$6,870 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.68万 | 0.09% | 496 | 496 | — | $23.68万 | 新建仓 |
| — | CALAMOS ETF TR | $22.93万 | 0.09% | 8,276 | 8,276 | — | $22.93万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.64万 | 0.08% | 322 | -7 | -2.1% | -$4,923 | 重新持有 |
| AMAT | APPLIED MATLS INC | $22.55万 | 0.08% | 312 | 312 | — | $22.55万 | 新建仓 |
| CSX | CSX CORP | $22.28万 | 0.08% | 4,688 | 4,688 | — | $22.28万 | 新建仓 |
| — | CALAMOS ETF TR | $21.76万 | 0.08% | 7,794 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $21.34万 | 0.08% | 3,575 | -3,480 | -49.3% | -$20.78万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $20.82万 | 0.08% | 8,779 | -25,464 | -74.4% | -$60.38万 | 重新持有 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $20.50万 | 0.08% | 4,596 | 4,596 | — | $20.50万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $20.45万 | 0.08% | 1,849 | 9 | 0.5% | $995 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $20.39万 | 0.08% | 598 | 598 | — | $20.39万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,959 | -100.0% | -$93.86万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -25,599 | -100.0% | -$40.52万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,792 | -100.0% | -$25.27万 | 清仓 |
| TSLL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -20,173 | -100.0% | -$24.51万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,321 | -100.0% | -$20.92万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -3,655 | -100.0% | -$5.82万 | 清仓 |