CAMBIENT FAMILY OFFICE, LLC
ADA MI · SEC CIK 0002105684
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $68.66万 | 0.08% | 3,889 | 600 | 18.2% | $10.59万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $71.47万 | 0.09% | 1,119 | 1,119 | — | $71.47万 | 新建仓 |
| SYY | SYSCO CORP | $72.43万 | 0.09% | 8,666 | 204 | 2.4% | $1.71万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $75.32万 | 0.09% | 3,059 | -5 | -0.2% | -$1,231 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $75.34万 | 0.09% | 2,769 | -20 | -0.7% | -$5,442 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.80万 | 0.09% | 2,731 | -243 | -8.2% | -$6.83万 | 减仓 |
| C | CITIGROUP INC | $80.66万 | 0.10% | 5,763 | 2,461 | 74.5% | $34.44万 | 加仓 |
| TJX | TJX COS INC NEW | $80.73万 | 0.10% | 5,329 | -275 | -4.9% | -$4.17万 | 减仓 |
| GNTX | GENTEX CORP | $81.42万 | 0.10% | 32,222 | 3,589 | 12.5% | $9.07万 | 加仓 |
| QCOM | QUALCOMM INC | $82.05万 | 0.10% | 4,440 | 139 | 3.2% | $2.57万 | 加仓 |
| EFG | ISHARES TR | $83.04万 | 0.10% | 6,674 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $83.87万 | 0.10% | 4,402 | 60 | 1.4% | $1.14万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $84.01万 | 0.10% | 9,258 | -15 | -0.2% | -$1,361 | 减仓 |
| PWR | QUANTA SVCS INC | $84.03万 | 0.10% | 1,167 | -18 | -1.5% | -$1.30万 | 减仓 |
| LIN | LINDE PLC | $85.10万 | 0.10% | 1,640 | -19 | -1.1% | -$9,860 | 减仓 |
| FISV | FISERV INC | $86.34万 | 0.11% | 17,603 | 507 | 3.0% | $2.49万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $86.40万 | 0.11% | 23,959 | -7 | -0.0% | -$252 | 减仓 |
| SO | SOUTHERN CO | $87.26万 | 0.11% | 9,117 | -102 | -1.1% | -$9,762 | 减仓 |
| EFV | ISHARES TR | $89.25万 | 0.11% | 11,659 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $91.08万 | 0.11% | 2,111 | 593 | 39.1% | $25.59万 | 加仓 |
| NFLX | NETFLIX INC. | $93.91万 | 0.12% | 13,153 | 1,833 | 16.2% | $13.09万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $95.54万 | 0.12% | 6,861 | 97 | 1.4% | $1.35万 | 加仓 |
| COHR | COHERENT CORP | $96.76万 | 0.12% | 2,453 | -270 | -9.9% | -$10.65万 | 减仓 |
| SNDK | SANDISK CORP | $98.68万 | 0.12% | 434 | 434 | — | $98.68万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $100.73万 | 0.12% | 996 | 35 | 3.6% | $3.54万 | 加仓 |
| AMGN | AMGEN INC | $101.25万 | 0.12% | 2,796 | 65 | 2.4% | $2.35万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $101.53万 | 0.12% | 19,907 | 248 | 1.3% | $1.26万 | 重新持有 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $102.20万 | 0.13% | 20,175 | 357 | 1.8% | $1.81万 | 重新持有 |
| MS | MORGAN STANLEY | $103.64万 | 0.13% | 4,958 | 100 | 2.1% | $2.09万 | 加仓 |
| WFC | WELLS FARGO & CO | $103.86万 | 0.13% | 12,568 | 814 | 6.9% | $6.73万 | 加仓 |
| BAC | BANK OF AMER CORP | $107.24万 | 0.13% | 18,821 | 2,925 | 18.4% | $16.67万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.77万 | 0.13% | 2,593 | 127 | 5.2% | $5.28万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $113.20万 | 0.14% | 18,075 | -510 | -2.7% | -$3.19万 | 减仓 |
| ITOT | ISHARES TR | $115.73万 | 0.14% | 7,045 | 850 | 13.7% | $13.96万 | 加仓 |
| GE | GE AEROSPACE | $121.39万 | 0.15% | 3,248 | 135 | 4.3% | $5.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $121.57万 | 0.15% | 24,125 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $122.74万 | 0.15% | 9,715 | 142 | 1.5% | $1.79万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $124.09万 | 0.15% | 2,705 | 91 | 3.5% | $4.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $124.39万 | 0.15% | 2,422 | 237 | 10.8% | $12.17万 | 加仓 |
| USHY | ISHARES TR | $124.76万 | 0.15% | 33,701 | 973 | 3.0% | $3.60万 | 加仓 |
| QDEF | FLEXSHARES TR | $126.08万 | 0.16% | 14,489 | 2,877 | 24.8% | $25.04万 | 加仓 |
| MO | ALTRIA GROUP INC | $148.10万 | 0.18% | 20,268 | 1,219 | 6.4% | $8.91万 | 加仓 |
| CMI | CUMMINS INC | $156.83万 | 0.19% | 2,199 | 17 | 0.8% | $1.21万 | 加仓 |
| TXN | TEXAS INSTRS INC | $160.83万 | 0.20% | 5,396 | 5 | 0.1% | $1,490 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $162.96万 | 0.20% | 8,935 | 299 | 3.5% | $5.45万 | 加仓 |
| EFA | ISHARES TR | $164.02万 | 0.20% | 15,790 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $164.76万 | 0.20% | 12,738 | 183 | 1.5% | $2.37万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $166.10万 | 0.20% | 33,068 | 5,848 | 21.5% | $29.37万 | 加仓 |
| UNP | UNION PAC CORP | $168.64万 | 0.21% | 6,200 | 23 | 0.4% | $6,256 | 加仓 |
| EMXC | ISHARES INC | $175.15万 | 0.22% | 17,121 | 16,933 | 9,006.9% | $173.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $177.12万 | 0.22% | 24,859 | 24,859 | — | $177.12万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $177.24万 | 0.22% | 8,017 | 8,017 | — | $177.24万 | 新建仓 |
| IJH | ISHARES TR | $178.09万 | 0.22% | 23,096 | -818 | -3.4% | -$6.31万 | 减仓 |
| MUB | ISHARES TR | $181.15万 | 0.22% | 16,832 | 9,946 | 144.4% | $107.04万 | 加仓 |
| HON | HONEYWELL INTL INC | $182.39万 | 0.22% | 8,146 | -8,219 | -50.2% | -$184.02万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $183.59万 | 0.23% | 13,953 | -497 | -3.4% | -$6.54万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $184.68万 | 0.23% | 5,460 | 118 | 2.2% | $3.99万 | 加仓 |
| ETN | EATON CORP PLC | $184.89万 | 0.23% | 4,339 | 27 | 0.6% | $1.15万 | 加仓 |
| RWR | SPDR SERIES TRUST | $190.16万 | 0.23% | 16,833 | 1,519 | 9.9% | $17.16万 | 加仓 |
| KLAC | KLA CORP | $201.12万 | 0.25% | 6,666 | -324 | -4.6% | -$9.78万 | 减仓 |
| XYL | XYLEM INC | $201.67万 | 0.25% | 17,060 | 105 | 0.6% | $1.24万 | 加仓 |
| V | VISA INC | $201.97万 | 0.25% | 5,887 | 739 | 14.4% | $25.35万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $202.88万 | 0.25% | 39,742 | -11,110 | -21.8% | -$56.72万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $203.18万 | 0.25% | 4,686 | 485 | 11.5% | $21.03万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $212.43万 | 0.26% | 63,811 | 35,514 | 125.5% | $118.23万 | 加仓 |
| INTC | INTEL CORP | $212.92万 | 0.26% | 15,249 | -69,188 | -81.9% | -$966.05万 | 减仓 |
| IEMG | ISHARES INC | $219.84万 | 0.27% | 26,538 | 142 | 0.5% | $1.18万 | 加仓 |
| EEM | ISHARES TR | $233.12万 | 0.29% | 34,077 | 904 | 2.7% | $6.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $239.18万 | 0.29% | 3,482 | 293 | 9.2% | $20.13万 | 加仓 |
| WMT | WALMART INC | $239.64万 | 0.29% | 21,159 | -232 | -1.1% | -$2.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $242.09万 | 0.30% | 7,668 | -144 | -1.8% | -$4.55万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $250.72万 | 0.31% | 37,249 | 5,127 | 16.0% | $34.51万 | 加仓 |
| IWM | ISHARES TR | $262.54万 | 0.32% | 8,738 | 1,599 | 22.4% | $48.04万 | 加仓 |
| ORCL | ORACLE CORP | $263.07万 | 0.32% | 17,951 | -919 | -4.9% | -$13.47万 | 减仓 |
| LOW | LOWES COS INC | $282.65万 | 0.35% | 12,819 | -311 | -2.4% | -$6.86万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $285.56万 | 0.35% | 3,328 | 3,328 | — | $285.56万 | 新建仓 |
| CAT | CATERPILLAR INC | $306.37万 | 0.38% | 2,877 | 15 | 0.5% | $1.60万 | 加仓 |
| DHR | DANAHER CORP DEL | $325.97万 | 0.40% | 17,077 | -852 | -4.8% | -$16.26万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $326.50万 | 0.40% | 65,104 | 3,819 | 6.2% | $19.15万 | 加仓 |
| TSLA | TESLA INC | $328.57万 | 0.40% | 7,812 | 687 | 9.6% | $28.89万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $340.95万 | 0.42% | 34,000 | -178 | -0.5% | -$1.78万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $345.58万 | 0.43% | 5,949 | 1,272 | 27.2% | $73.89万 | 加仓 |
| META | META PLATFORMS INC | $345.62万 | 0.43% | 6,136 | 428 | 7.5% | $24.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $359.59万 | 0.44% | 40,918 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $372.02万 | 0.46% | 8,340 | 59 | 0.7% | $2.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $378.03万 | 0.47% | 7,555 | 261 | 3.6% | $13.06万 | 加仓 |
| SHV | ISHARES TR | $385.10万 | 0.47% | 34,898 | -21,591 | -38.2% | -$238.26万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $387.62万 | 0.48% | 77,866 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $422.75万 | 0.52% | 44,702 | 1,023 | 2.3% | $9.67万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $424.26万 | 0.52% | 72,897 | 2,705 | 3.9% | $15.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $424.42万 | 0.52% | 3,677 | 572 | 18.4% | $66.02万 | 加仓 |
| PEP | PEPSICO INC | $452.26万 | 0.56% | 33,402 | 604 | 1.8% | $8.18万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $458.13万 | 0.56% | 15,626 | -3,399 | -17.9% | -$99.65万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $474.19万 | 0.58% | 54,027 | 712 | 1.3% | $6.25万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $490.84万 | 0.60% | 62,108 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $499.94万 | 0.61% | 45,318 | 8,399 | 22.7% | $92.66万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $511.31万 | 0.63% | 56,318 | -1,129 | -2.0% | -$10.25万 | 减仓 |
| MCD | MCDONALDS CORP | $514.35万 | 0.63% | 19,028 | 19 | 0.1% | $5,136 | 加仓 |
| CVX | CHEVRON CORPORATION | $521.63万 | 0.64% | 31,469 | -438 | -1.4% | -$7.26万 | 减仓 |
| BLK | BLACKROCK INC | $524.72万 | 0.65% | 5,457 | 88 | 1.6% | $8.46万 | 加仓 |