QTR Family Wealth, LLC
LAKE MARY FL · SEC CIK 0002067954
$2.52亿2026Q1 申报市值
287持仓数
29.5%前十大占比 · 第一大 5.0%
39 / 24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
BKNG 重新持有+$1,239.52万
GBTC 新建仓+$144.87万
MSFT 加仓+$80.31万
AVGO 加仓+$61.04万
PLTR 加仓+$56.33万
2026Q1 卖出最多 按季末市值估算
IBIT 减仓-$147.70万
ARCC 清仓-$91.71万
JBBB 减仓-$47.64万
ONON 清仓-$45.47万
VOO 减仓-$35.75万
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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $233.11万 | 0.92% | 22,584 | -212 | -0.9% | -$2.19万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $234.14万 | 0.93% | 45,113 | 1,757 | 4.1% | $9.12万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $239.79万 | 0.95% | 56,916 | -35,058 | -38.1% | -$147.70万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $244.93万 | 0.97% | 5,260 | 223 | 4.4% | $10.38万 | 加仓 |
| — | EXXON MOBIL CORP | $254.29万 | 1.01% | 17,039 | 464 | 2.8% | $6.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $256.08万 | 1.02% | 5,362 | 545 | 11.3% | $26.03万 | 加仓 |
| META | META PLATFORMS INC | $278.51万 | 1.10% | 4,204 | 175 | 4.3% | $11.59万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $280.09万 | 1.11% | 43,284 | -2,577 | -5.6% | -$16.68万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $289.88万 | 1.15% | 120,082 | 23,214 | 24.0% | $56.04万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $298.28万 | 1.18% | 58,984 | 1,557 | 2.7% | $7.87万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $325.62万 | 1.29% | 23,996 | 4,151 | 20.9% | $56.33万 | 加仓 |
| BHVN | BIOHAVEN LTD | $350.76万 | 1.39% | 335,980 | 1,147 | 0.3% | $1.20万 | 加仓 |
| AVGO | BROADCOM INC | $452.12万 | 1.79% | 11,874 | 1,603 | 15.6% | $61.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $471.98万 | 1.87% | 7,508 | 503 | 7.2% | $31.62万 | 加仓 |
| GOOGL | ALPHABET INC | $510.34万 | 2.02% | 15,330 | 878 | 6.1% | $29.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $545.56万 | 2.16% | 8,546 | -560 | -6.1% | -$35.75万 | 减仓 |
| ABX | ABACUS GLOBAL MGMT INC | $548.12万 | 2.17% | 628,578 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $595.54万 | 2.36% | 23,915 | 150 | 0.6% | $3.74万 | 加仓 |
| TSLA | TESLA INC | $610.31万 | 2.42% | 16,757 | 532 | 3.3% | $19.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $720.50万 | 2.86% | 18,328 | 2,043 | 12.5% | $80.31万 | 加仓 |
| GOOG | ALPHABET INC | $757.80万 | 3.01% | 22,923 | 249 | 1.1% | $8.23万 | 加仓 |
| AAPL | APPLE INC | $874.24万 | 3.47% | 33,777 | -1,027 | -3.0% | -$26.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,002.14万 | 3.97% | 50,997 | 2,100 | 4.3% | $41.27万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,263.10万 | 5.01% | 3,000 | 2,944 | 5,257.1% | $1,239.52万 | 重新持有 |