13F 机构持仓

CAMBIENT FAMILY OFFICE, LLC

ADA MI · SEC CIK 0002105684

2026Q22026Q1 更早 9 个季度 🔒
$8.13亿2026Q2 申报市值
328持仓数
39.5%前十大占比 · 第一大 6.9%
61 / 9新建仓 / 清仓
申报市值走势$8.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.9%
IVV 5.3%
SPY 5.1%
MSFT 3.9%
VEU 3.8%
LLY 3.6%
GOOG 3.4%
AAPL 3.3%
AMZN 2.2%
RTX 2.0%

2026Q2 买入最多 按季末市值估算

SUB 加仓+$400.30万
IVV 加仓+$394.89万
LITE 新建仓+$285.56万
HONA 新建仓+$177.24万
VEA 新建仓+$177.12万

2026Q2 卖出最多 按季末市值估算

INTC 减仓-$966.05万
ABBV 减仓-$690.95万
CARR 减仓-$375.79万
SHV 减仓-$238.26万
OTIS 减仓-$192.47万

2026Q2 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
VLTO VERALTO CORP $25.22万0.03%2,840 1324.9% $1.17万 加仓
RCL ROYAL CARIBBEAN GROUP $25.37万0.03%795 -76-8.7% -$2.42万 减仓
SHW SHERWIN WILLIAMS CO $25.62万0.03%744 744— $25.62万 新建仓
NSC NORFOLK SOUTHN CORP $25.70万0.03%817 -51-5.9% -$1.60万 减仓
TDTF FLEXSHARES TR $25.76万0.03%10,839 1,29513.6% $3.08万 加仓
UPS UNITED PARCEL SVCS INC $26.10万0.03%2,428 -202-7.7% -$2.17万 减仓
VRT VERTIV HOLDINGS CO $26.18万0.03%782 782— $26.18万 新建仓
CSX CSX CORP $26.23万0.03%5,519 1653.1% $7,842 加仓
NEM NEWMONT CORP $26.29万0.03%2,815 58926.5% $5.50万 加仓
Q QNITY ELECTRONICS INC $26.36万0.03%1,614 -287-15.1% -$4.69万 减仓
SBUX STARBUCKS CORP $26.42万0.03%2,585 -185-6.7% -$1.89万 减仓
EG EVEREST GROUP LTD $26.47万0.03%741 -24-3.1% -$8,574 减仓
EBAY EBAY INC. $26.47万0.03%2,369 301.3% $3,352 加仓
NOW SERVICENOW INC $26.79万0.03%2,699 40117.4% $3.98万 加仓
RAVI FLEXSHARES TR $27.08万0.03%3,590 1674.9% $1.26万 加仓
BNY BANK OF NY MELLON CORP $27.26万0.03%1,885 -325-14.7% -$4.70万 减仓
LMT LOCKHEED MARTIN CORP $27.41万0.03%538 -118-18.0% -$6.01万 减仓
TT TRANE TECHNOLOGIES PLC $27.70万0.03%564 162.9% $7,859 加仓
IVW ISHARES TR $27.79万0.03%2,021 00.0% — 不变
MDLZ MONDELEZ INTL INC $28.09万0.03%4,815 -2,524-34.4% -$14.73万 减仓
SYF SYNCHRONY FINANCIAL $28.10万0.03%3,695 3,695— $28.10万 新建仓
PSX PHILLIPS 66 $28.35万0.03%1,677 -119-6.6% -$2.01万 减仓
CFG CITIZENS FINL GROUP INC $28.66万0.04%4,090 4,090— $28.66万 新建仓
OTIS OTIS WORLDWIDE CORP $28.80万0.04%4,022 -26,882-87.0% -$192.47万 减仓
MAR MARRIOTT INTL INC NEW $29.02万0.04%783 141.8% $5,188 加仓
BA BOEING CO $29.20万0.04%1,349 443.4% $9,525 加仓
SRE SEMPRA $29.22万0.04%3,130 -438-12.3% -$4.09万 减仓
ALB ALBEMARLE CORP $29.36万0.04%2,166 -726-25.1% -$9.84万 减仓
DAL DELTA AIR LINES INC $29.40万0.04%3,139 3,139— $29.40万 新建仓
TEL TE CONNECTIVITY PLC $29.80万0.04%1,478 -178-10.7% -$3.59万 减仓
EXC EXELON CORP $30.02万0.04%6,440 3285.4% $1.53万 加仓
USB US BANCORP $30.38万0.04%4,988 -100-2.0% -$6,092 重新持有
JPST J P MORGAN EXCHANGE TRADED F $30.50万0.04%6,032 2,06652.1% $10.45万 重新持有
DUK DUKE ENERGY CORP NEW $30.54万0.04%2,413 -48-2.0% -$6,075 减仓
EQIX EQUINIX INC $30.75万0.04%295 -28-8.7% -$2.92万 减仓
ORLY OREILLY AUTOMOTIVE INC $31.01万0.04%3,367 -300-8.2% -$2.76万 减仓
PLD PROLOGIS INC. $31.32万0.04%2,312 -74-3.1% -$1.00万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $31.44万0.04%3,642 -898-19.8% -$7.75万 减仓
ECG EVERUS CONSTR GROUP $31.78万0.04%1,915 120.6% $1,991 加仓
VGT VANGUARD WORLD FD $32.32万0.04%2,704 2,366700.0% $28.28万 重新持有
WELL WELLTOWER INC $32.64万0.04%1,438 -151-9.5% -$3.43万 减仓
ECL ECOLAB INC $33.02万0.04%1,182 -38-3.1% -$1.06万 减仓
PH PARKER-HANNIFIN CORP $34.04万0.04%348 -13-3.6% -$1.27万 减仓
YUM YUM BRANDS INC $34.15万0.04%2,136 -51-2.3% -$8,153 减仓
CRM SALESFORCE INC $34.22万0.04%2,178 -18-0.8% -$2,828 减仓
SPG SIMON PPTY GROUP INC NEW $34.55万0.04%1,545 30424.5% $6.80万 加仓
DIS DISNEY WALT CO $34.66万0.04%3,573 1574.6% $1.52万 加仓
BKNG BOOKING HOLDINGS INC $34.68万0.04%1,946 1216.6% $2.16万 加仓
IGF ISHARES TR $34.75万0.04%5,218 1,97961.1% $13.18万 加仓
CRWD CROWDSTRIKE HLDGS INC $35.18万0.04%461 461— $35.18万 新建仓
GD GENERAL DYNAMICS CORP $35.28万0.04%996 778.4% $2.73万 加仓
VRTX VERTEX PHARMACEUTICALS INC $35.56万0.04%716 111.6% $5,464 加仓
SCHW SCHWAB CHARLES CORP $36.28万0.04%3,932 -1,020-20.6% -$9.41万 减仓
NRGV ENERGY VAULT HOLDINGS INC $36.44万0.04%77,360 8,05011.6% $3.79万 加仓
MSI MOTOROLA SOLUTIONS INC $36.48万0.04%876 -108-11.0% -$4.50万 减仓
SPGI S&P GLOBAL INC $36.94万0.05%907 -26-2.8% -$1.06万 减仓
— DIMENSIONAL ETF TRUST $36.96万0.05%5,288 00.0% — 不变
APP APPLOVIN CORP $37.71万0.05%732 18834.6% $9.69万 加仓
NTRS NORTHERN TR CORP $37.77万0.05%2,160 -448-17.2% -$7.83万 减仓
PGR PROGRESSIVE CORP $37.86万0.05%1,733 -186-9.7% -$4.06万 减仓
AON AON PLC $38.87万0.05%1,172 -153-11.5% -$5.07万 减仓
FITB FIFTH THIRD BANCORP $39.15万0.05%6,897 -748-9.8% -$4.25万 减仓
QUAL ISHARES TR $39.43万0.05%1,797 1,7403,052.6% $38.18万 加仓
GLW CORNING INC $40.66万0.05%1,592 1,592— $40.66万 新建仓
RPG INVESCO EXCHANGE TRADED FD T $40.70万0.05%6,375 6,375— $40.70万 新建仓
PFE PFIZER INC $41.14万0.05%17,084 -5,403-24.0% -$13.01万 减仓
T AT&T INC $41.38万0.05%19,992 -2,864-12.5% -$5.93万 减仓
L LOEWS CORP $42.36万0.05%3,742 -502-11.8% -$5.68万 减仓
FCX FREEPORT MCMORAN INC $42.47万0.05%6,754 1,71634.1% $10.79万 加仓
WTFC WINTRUST FINL CORP $42.49万0.05%2,644 -313-10.6% -$5.03万 减仓
CARR CARRIER GLOBAL CORPORATION $42.56万0.05%5,802 -51,233-89.8% -$375.79万 减仓
ACN ACCENTURE PLC IRELAND $43.23万0.05%3,474 -428-11.0% -$5.33万 减仓
TMO THERMO FISHER SCIENTIFIC INC $43.56万0.05%868 -210-19.5% -$10.54万 减仓
CVS CVS HEALTH CORP $44.24万0.05%4,277 4,277— $44.24万 新建仓
MCK MCKESSON CORP $44.47万0.05%588 234.1% $1.74万 加仓
COF CAPITAL ONE FINL CORP $45.18万0.06%2,252 -18-0.8% -$3,611 减仓
SJM SMUCKER J M CO $45.34万0.06%4,030 3629.9% $4.07万 加仓
ALL ALLSTATE CORP $45.44万0.06%1,903 53138.7% $12.68万 加仓
SCHM SCHWAB STRATEGIC TR $45.77万0.06%12,414 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $45.77万0.06%474 474— $45.77万 新建仓
GLD SPDR GOLD TR $45.94万0.06%1,247 00.0% — 不变
MAS MASCO CORP $46.14万0.06%5,670 2,30468.4% $18.75万 加仓
BMY BRISTOL-MYERS SQUIBB CO $46.85万0.06%8,131 1,40520.9% $8.10万 加仓
WMB WILLIAMS COS INC $47.12万0.06%6,338 -212-3.2% -$1.58万 减仓
MPC MARATHON PETE CORP $47.53万0.06%1,859 29418.8% $7.52万 加仓
MRVL MARVELL TECHNOLOGY INC $49.98万0.06%1,678 1,678— $49.98万 新建仓
CTVA CORTEVA INC $50.30万0.06%5,939 100.2% $847 加仓
NUE NUCOR CORP $51.38万0.06%2,301 673.0% $1.50万 加仓
TGT TARGET CORP $53.00万0.07%4,058 1012.6% $1.32万 加仓
MMM 3M CO $53.72万0.07%3,318 110.3% $1,781 加仓
WM WASTE MGMT INC DEL $56.12万0.07%2,518 -249-9.0% -$5.55万 减仓
COP CONOCOPHILLIPS $56.54万0.07%5,439 -169-3.0% -$1.76万 减仓
ADSK AUTODESK INC $59.80万0.07%3,076 -2,230-42.0% -$43.36万 减仓
ADI ANALOG DEVICES INC $59.81万0.07%1,506 241.6% $9,532 加仓
TRV TRAVELERS COMPANIES INC $60.87万0.07%1,844 66456.3% $21.92万 加仓
PPG PPG INDS INC $63.17万0.08%5,208 1,18129.3% $14.32万 加仓
ENB ENBRIDGE INC $65.18万0.08%12,023 -8-0.1% -$434 减仓
CEG CONSTELLATION ENERGY CORP $65.25万0.08%2,627 39017.4% $9.69万 加仓
VZ VERIZON COMMUNICATIONS INC $65.40万0.08%15,447 -1,440-8.5% -$6.10万 减仓
NVS NOVARTIS AG $66.83万0.08%4,264 00.0% — 不变