Safe Harbor Family Capital, LLC
CHAPEL HILL NC · SEC CIK 0002065810
$1.28亿2026Q1 申报市值
55持仓数
84.2%前十大占比 · 第一大 24.1%
8 / 4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
VTI 加仓+$426.65万
VCRB 加仓+$264.12万
ENFR 加仓+$226.33万
VBIL 加仓+$179.28万
VYM 加仓+$119.96万
2026Q1 卖出最多 按季末市值估算
SBAC 清仓-$30.64万
REXR 清仓-$28.98万
INVH 清仓-$25.36万
SILA REALTY TRUS 清仓-$21.20万
VWO 减仓-$5.54万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,076.44万 | 24.07% | 95,896 | 13,299 | 16.1% | $426.65万 | 加仓 |
| SUB | ISHARES TR | $2,463.15万 | 19.27% | 231,281 | 475 | 0.2% | $5.06万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,515.31万 | 11.85% | 195,826 | 34,133 | 21.1% | $264.12万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $919.31万 | 7.19% | 62,073 | 8,100 | 15.0% | $119.96万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $819.77万 | 6.41% | 74,735 | 10,597 | 16.5% | $116.24万 | 加仓 |
| ENFR | ALPS ETF TR | $569.19万 | 4.45% | 148,963 | 59,232 | 66.0% | $226.33万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $411.97万 | 3.22% | 54,457 | 23,698 | 77.0% | $179.28万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $405.46万 | 3.17% | 43,024 | 3,135 | 7.9% | $29.54万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $404.79万 | 3.17% | 145,345 | 19,200 | 15.2% | $53.47万 | 加仓 |
| VGT | VANGUARD WORLD FD | $178.45万 | 1.40% | 2,557 | 492 | 23.8% | $34.34万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $150.82万 | 1.18% | 3,699 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $123.58万 | 0.97% | 7,086 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $108.19万 | 0.85% | 2,918 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $107.05万 | 0.84% | 4,218 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $99.10万 | 0.78% | 1,011 | 58 | 6.1% | $5.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $93.54万 | 0.73% | 2,527 | -35 | -1.4% | -$1.30万 | 减仓 |
| PLD | PROLOGIS INC. | $83.83万 | 0.66% | 6,342 | 508 | 8.7% | $6.71万 | 加仓 |
| VTR | VENTAS INC | $65.11万 | 0.51% | 7,961 | 270 | 3.5% | $2.21万 | 加仓 |
| AVGO | BROADCOM INC | $64.63万 | 0.51% | 2,088 | -136 | -6.1% | -$4.21万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $57.05万 | 0.45% | 1,984 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $54.55万 | 0.43% | 2,619 | -27 | -1.0% | -$5,623 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $52.51万 | 0.41% | 2,914 | 405 | 16.1% | $7.30万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $49.43万 | 0.39% | 2,864 | 142 | 5.2% | $2.45万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $44.38万 | 0.35% | 5,909 | 5,909 | — | $44.38万 | 新建仓 |
| GOOGL | ALPHABET INC | $44.08万 | 0.34% | 1,533 | -3 | -0.2% | -$863 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.98万 | 0.34% | 7,952 | -1,025 | -11.4% | -$5.54万 | 减仓 |
| WELL | WELLTOWER INC | $39.86万 | 0.31% | 2,016 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $36.81万 | 0.29% | 12,780 | 1,000 | 8.5% | $2.88万 | 加仓 |
| GOOG | ALPHABET INC | $36.55万 | 0.29% | 1,274 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $36.28万 | 0.28% | 21,352 | 3,010 | 16.4% | $5.11万 | 加仓 |
| BXP | BXP INC | $34.50万 | 0.27% | 6,647 | 6,647 | — | $34.50万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $34.16万 | 0.27% | 11,215 | 720 | 6.9% | $2.19万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $33.11万 | 0.26% | 7,020 | 1,905 | 37.2% | $8.98万 | 加仓 |
| META | META PLATFORMS INC | $32.55万 | 0.25% | 569 | -84 | -12.9% | -$4.81万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $32.44万 | 0.25% | 11,620 | 2,055 | 21.5% | $5.74万 | 加仓 |
| TSLA | TESLA INC | $32.16万 | 0.25% | 865 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $30.02万 | 0.23% | 2,383 | 40 | 1.7% | $5,038 | 加仓 |
| — | WHITESTONE REIT | $29.33万 | 0.23% | 18,162 | 2,820 | 18.4% | $4.55万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $28.34万 | 0.22% | 1,735 | 187 | 12.1% | $3.05万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $25.60万 | 0.20% | 945 | 6 | 0.6% | $1,625 | 加仓 |
| CPT | CAMDEN PPTY TR | $25.15万 | 0.20% | 2,575 | 139 | 5.7% | $1.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $25.06万 | 0.20% | 852 | -21 | -2.4% | -$6,177 | 减仓 |
| LLY | ELI LILLY & CO | $24.28万 | 0.19% | 264 | -6 | -2.2% | -$5,519 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $23.49万 | 0.18% | 1,421 | -112 | -7.3% | -$1.85万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $23.40万 | 0.18% | 1,264 | 1,264 | — | $23.40万 | 新建仓 |
| ABBV | ABBVIE INC | $22.25万 | 0.17% | 1,023 | -153 | -13.0% | -$3.33万 | 减仓 |
| CSR | CENTERSPACE | $20.96万 | 0.16% | 3,649 | 3,649 | — | $20.96万 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $20.74万 | 0.16% | 9,188 | 9,188 | — | $20.74万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $20.38万 | 0.16% | 6,729 | 6,729 | — | $20.38万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $20.34万 | 0.16% | 9,498 | 1,699 | 21.8% | $3.64万 | 加仓 |
| RTX | RTX CORPORATION | $20.00万 | 0.16% | 1,037 | 1,037 | — | $20.00万 | 新建仓 |
| FVR | FRONTVIEW REIT INC | $18.03万 | 0.14% | 11,653 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $17.88万 | 0.14% | 10,882 | 10,882 | — | $17.88万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $17.58万 | 0.14% | 15,340 | -45 | -0.3% | -$516 | 减仓 |
| IVW | ISHARES TR | $16.45万 | 0.13% | 1,454 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -1,584 | -100.0% | -$30.64万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -7,485 | -100.0% | -$28.98万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -9,124 | -100.0% | -$25.36万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -9,095 | -100.0% | -$21.20万 | 清仓 |