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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,355 | -100.0% | -$24.26万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -7,639 | -100.0% | -$24.10万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -3,402 | -100.0% | -$23.15万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -3,588 | -100.0% | -$22.74万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -13,350 | -100.0% | -$22.49万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -5,193 | -100.0% | -$22.32万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -1,925 | -100.0% | -$22.24万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,208 | -100.0% | -$21.98万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -462 | -100.0% | -$21.85万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -1,340 | -100.0% | -$21.75万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,161 | -100.0% | -$21.18万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -25,464 | -100.0% | -$20.93万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -695 | -100.0% | -$20.44万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,158 | -100.0% | -$20.16万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -4,753 | -100.0% | -$20.11万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,096 | -100.0% | -$20.10万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPT | MEDICAL PPTYS TRUST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -14,778 | -100.0% | -$6,658 | 清仓 |
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -17,420 | -100.0% | -$6,524 | 清仓 |