TRED AVON FAMILY WEALTH, LLC
EASTON MD · SEC CIK 0002094435
$3.01亿2026Q1 申报市值
261持仓数
26.0%前十大占比 · 第一大 4.6%
16 / 13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
AMCR 新建仓+$91.19万
TIDAL TRUST III 新建仓+$72.08万
BBY 新建仓+$69.01万
CLX 新建仓+$66.34万
ACGL 加仓+$62.39万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$328.65万
BAC 减仓-$173.10万
ETN 减仓-$89.88万
IVV 减仓-$72.64万
DVY 减仓-$64.34万
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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $85.28万 | 0.28% | 8,840 | 2,078 | 30.7% | $20.05万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $83.82万 | 0.28% | 2,563 | -31 | -1.2% | -$1.01万 | 减仓 |
| KB | KB FINL GROUP INC | $82.53万 | 0.27% | 8,275 | -1,235 | -13.0% | -$12.32万 | 减仓 |
| CRM | SALESFORCE INC | $82.38万 | 0.27% | 4,413 | -1,721 | -28.1% | -$32.13万 | 减仓 |
| RIO | RIO TINTO PLC | $81.72万 | 0.27% | 8,760 | -1,425 | -14.0% | -$13.29万 | 减仓 |
| HUBB | HUBBELL INC | $81.41万 | 0.27% | 1,659 | 1 | 0.1% | $491 | 加仓 |
| NGG | NATIONAL GRID PLC | $81.39万 | 0.27% | 9,620 | 165 | 1.7% | $1.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.18万 | 0.27% | 3,349 | 2,075 | 162.9% | $50.30万 | 加仓 |
| EFA | ISHARES TR | $80.50万 | 0.27% | 8,287 | -230 | -2.7% | -$2.23万 | 减仓 |
| QCOM | QUALCOMM INC | $80.37万 | 0.27% | 6,241 | 71 | 1.2% | $9,143 | 加仓 |
| RTX | RTX CORPORATION | $79.94万 | 0.27% | 4,144 | 330 | 8.7% | $6.37万 | 加仓 |
| SYK | STRYKER CORPORATION | $78.43万 | 0.26% | 2,387 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $77.30万 | 0.26% | 6,194 | -2,712 | -30.5% | -$33.85万 | 减仓 |
| VICI | VICI PPTYS INC | $76.85万 | 0.26% | 28,131 | 10,569 | 60.2% | $28.87万 | 加仓 |
| UL | UNILEVER PLC | $76.27万 | 0.25% | 13,388 | -196 | -1.4% | -$1.12万 | 减仓 |
| PSX | PHILLIPS 66 | $76.22万 | 0.25% | 4,184 | -1,230 | -22.7% | -$22.41万 | 减仓 |
| UNP | UNION PAC CORP | $75.79万 | 0.25% | 3,124 | 64 | 2.1% | $1.55万 | 加仓 |
| IX | ORIX CORP | $75.54万 | 0.25% | 25,190 | -3,720 | -12.9% | -$11.16万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $74.46万 | 0.25% | 3,039 | 19 | 0.6% | $4,655 | 加仓 |
| GE | GE AEROSPACE | $74.43万 | 0.25% | 2,623 | -254 | -8.8% | -$7.21万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $74.27万 | 0.25% | 33,364 | 18,364 | 122.4% | $40.88万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $73.71万 | 0.24% | 4,491 | -224 | -4.8% | -$3.68万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $73.06万 | 0.24% | 7,426 | 508 | 7.3% | $5.00万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $72.42万 | 0.24% | 7,706 | -409 | -5.0% | -$3.84万 | 减仓 |
| — | TIDAL TRUST III | $72.08万 | 0.24% | 40,000 | 40,000 | — | $72.08万 | 新建仓 |
| QUAL | ISHARES TR | $71.55万 | 0.24% | 3,730 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $70.72万 | 0.23% | 2,717 | -450 | -14.2% | -$11.71万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $70.67万 | 0.23% | 1,618 | 0 | 0.0% | — | 不变 |
| ARKB | ARK 21SHARES BITCOIN ETF | $70.34万 | 0.23% | 31,276 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $69.65万 | 0.23% | 3,216 | -21 | -0.6% | -$4,548 | 减仓 |
| TER | TERADYNE INC | $69.15万 | 0.23% | 2,332 | -810 | -25.8% | -$24.02万 | 减仓 |
| BBY | BEST BUY INC | $69.01万 | 0.23% | 10,749 | 10,749 | — | $69.01万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $67.66万 | 0.22% | 2,356 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $67.54万 | 0.22% | 9,469 | -297 | -3.0% | -$2.12万 | 减仓 |
| ASML | ASML HLDG NV | $67.36万 | 0.22% | 510 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $67.03万 | 0.22% | 23,939 | 10,151 | 73.6% | $28.42万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $66.95万 | 0.22% | 10,670 | 2,155 | 25.3% | $13.52万 | 加仓 |
| WU | WESTERN UN CO | $66.88万 | 0.22% | 76,615 | 23,125 | 43.2% | $20.19万 | 加仓 |
| KKR | KKR & CO INC | $66.52万 | 0.22% | 7,191 | -2,733 | -27.5% | -$25.28万 | 减仓 |
| CLX | CLOROX CO DEL | $66.34万 | 0.22% | 6,402 | 6,402 | — | $66.34万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $66.25万 | 0.22% | 3,413 | 45 | 1.3% | $8,735 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $66.23万 | 0.22% | 163,541 | -3,373 | -2.0% | -$1.37万 | 减仓 |
| PFF | ISHARES TR | $65.75万 | 0.22% | 21,685 | 4,250 | 24.4% | $12.89万 | 加仓 |
| VTR | VENTAS INC | $64.82万 | 0.22% | 7,927 | -738 | -8.5% | -$6.04万 | 减仓 |
| SHEL | SHELL PLC | $64.48万 | 0.21% | 6,933 | -685 | -9.0% | -$6.37万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $62.74万 | 0.21% | 6,658 | -117 | -1.7% | -$1.10万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $62.60万 | 0.21% | 31,695 | -5,639 | -15.1% | -$11.14万 | 减仓 |
| IJR | ISHARES TR | $62.04万 | 0.21% | 4,991 | 1,400 | 39.0% | $17.40万 | 加仓 |
| NVS | NOVARTIS AG | $61.88万 | 0.21% | 4,051 | -137 | -3.3% | -$2.09万 | 减仓 |
| XPO | XPO INC | $60.99万 | 0.20% | 3,135 | -760 | -19.5% | -$14.79万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $60.81万 | 0.20% | 8,454 | -74 | -0.9% | -$5,323 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $58.37万 | 0.19% | 7,245 | -5,364 | -42.5% | -$43.21万 | 减仓 |
| TRGP | TARGA RES CORP | $56.36万 | 0.19% | 2,248 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $56.10万 | 0.19% | 35,686 | 3,919 | 12.3% | $6.16万 | 加仓 |
| INTU | INTUIT | $56.04万 | 0.19% | 1,296 | -22 | -1.7% | -$9,512 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $55.91万 | 0.19% | 925 | 137 | 17.4% | $8.28万 | 加仓 |
| VGT | VANGUARD WORLD FD | $55.82万 | 0.19% | 800 | 800 | — | $55.82万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $55.07万 | 0.18% | 22,655 | -2,895 | -11.3% | -$7.04万 | 减仓 |
| TSLA | TESLA INC | $54.61万 | 0.18% | 1,469 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $54.56万 | 0.18% | 6,297 | -79 | -1.2% | -$6,845 | 减仓 |
| GILD | GILEAD SCIENCES INC | $54.34万 | 0.18% | 3,899 | 102 | 2.7% | $1.42万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $53.94万 | 0.18% | 1,170 | -19 | -1.6% | -$8,759 | 减仓 |
| MRK | MERCK & CO INC | $53.46万 | 0.18% | 4,444 | -236 | -5.0% | -$2.84万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $53.43万 | 0.18% | 15,464 | 15,464 | — | $53.43万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.86万 | 0.18% | 4,033 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $52.61万 | 0.17% | 14,719 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $52.30万 | 0.17% | 6,248 | 154 | 2.5% | $1.29万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $52.13万 | 0.17% | 1,954 | 1,954 | — | $52.13万 | 新建仓 |
| IWF | ISHARES TR | $51.55万 | 0.17% | 1,209 | 633 | 109.9% | $26.99万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $51.08万 | 0.17% | 2,960 | 28 | 1.0% | $4,832 | 加仓 |
| G | GENPACT LIMITED | $51.06万 | 0.17% | 13,706 | 9,148 | 200.7% | $34.08万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $49.27万 | 0.16% | 14,694 | -746 | -4.8% | -$2.50万 | 减仓 |
| DE | DEERE & CO | $48.89万 | 0.16% | 868 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.87万 | 0.16% | 1,387 | -6 | -0.4% | -$2,071 | 减仓 |
| WSO | WATSCO INC | $47.73万 | 0.16% | 1,312 | 138 | 11.8% | $5.02万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $47.56万 | 0.16% | 1,898 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $46.67万 | 0.15% | 10,575 | 958 | 10.0% | $4.23万 | 加仓 |
| AMGN | AMGEN INC | $46.55万 | 0.15% | 1,323 | 46 | 3.6% | $1.62万 | 加仓 |
| IJT | ISHARES TR | $45.12万 | 0.15% | 3,118 | 1,193 | 62.0% | $17.26万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.03万 | 0.15% | 2,094 | 784 | 59.8% | $16.86万 | 加仓 |
| MTRN | MATERION CORP | $44.68万 | 0.15% | 3,089 | -10 | -0.3% | -$1,446 | 减仓 |
| SRE | SEMPRA | $43.72万 | 0.15% | 4,499 | 175 | 4.0% | $1.70万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.60万 | 0.14% | 707 | -40 | -5.4% | -$2.47万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $43.59万 | 0.14% | 5,542 | -7 | -0.1% | -$551 | 减仓 |
| COP | CONOCOPHILLIPS | $43.41万 | 0.14% | 3,289 | 254 | 8.4% | $3.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.86万 | 0.14% | 1,584 | -2,100 | -57.0% | -$56.82万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.38万 | 0.14% | 501 | 10 | 2.0% | $8,460 | 加仓 |
| IWR | ISHARES TR | $42.15万 | 0.14% | 4,335 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $41.44万 | 0.14% | 7,992 | -120 | -1.5% | -$6,222 | 减仓 |
| CSX | CSX CORP | $41.05万 | 0.14% | 10,001 | 0 | 0.0% | — | 不变 |
| — | APTIV PLC | $40.37万 | 0.13% | 5,813 | 5,813 | — | $40.37万 | 新建仓 |
| CSL | CARLISLE COS INC | $40.30万 | 0.13% | 1,208 | 4 | 0.3% | $1,334 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $40.24万 | 0.13% | 10,950 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $40.18万 | 0.13% | 2,019 | 360 | 21.7% | $7.17万 | 加仓 |
| NEM | NEWMONT CORP | $39.91万 | 0.13% | 3,687 | -2,077 | -36.0% | -$22.48万 | 减仓 |
| C | CITIGROUP INC | $39.60万 | 0.13% | 3,492 | -92 | -2.6% | -$1.04万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $39.18万 | 0.13% | 507 | 17 | 3.5% | $1.31万 | 加仓 |
| WHR | WHIRLPOOL CORP | $39.01万 | 0.13% | 7,234 | 1,370 | 23.4% | $7.39万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.62万 | 0.13% | 1,383 | 254 | 22.5% | $7.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.38万 | 0.13% | 1,136 | -67 | -5.6% | -$2.26万 | 减仓 |