13F 机构持仓

CAMBIENT FAMILY OFFICE, LLC

ADA MI · SEC CIK 0002105684

2026Q22026Q1 更早 9 个季度 🔒
$7.16亿2026Q1 申报市值
261持仓数
39.0%前十大占比 · 第一大 6.7%
22 / 6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 6.7%
SPY 5.1%
IVV 4.8%
MSFT 4.3%
VEU 3.9%
GOOG 3.4%
AAPL 3.3%
LLY 3.1%
RTX 2.2%
AMZN 2.1%

2026Q1 买入最多 按季末市值估算

XHLF 加仓+$528.48万
VEU 加仓+$446.06万
IEF 加仓+$377.91万
GEV 加仓+$286.04万
NVDA 加仓+$284.74万

2026Q1 卖出最多 按季末市值估算

ADSK 减仓-$308.51万
SPY 减仓-$287.07万
SYK 减仓-$223.12万
SHY 减仓-$158.91万
IWM 减仓-$152.00万

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
AMGN AMGEN INC $96.09万0.13%2,731 47821.2% $16.82万 加仓
FISV FISERV INC $95.40万0.13%17,096 2911.7% $1.62万 加仓
AMD ADVANCED MICRO DEVICES INC $95.14万0.13%4,677 90123.9% $18.33万 加仓
WFC WELLS FARGO & CO $93.57万0.13%11,754 8768.1% $6.97万 加仓
QDEF FLEXSHARES TR $92.69万0.13%11,612 3,67746.3% $29.35万 加仓
MANH MANHATTAN ASSOCIATES INC $90.04万0.13%6,764 50.1% $666 加仓
LRCX LAM RESEARCH CORP $89.87万0.13%4,201 93628.7% $20.02万 加仓
TJX TJX COS INC NEW $89.49万0.12%5,604 70414.4% $11.24万 加仓
SO SOUTHERN CO $88.98万0.12%9,219 99512.1% $9.60万 加仓
GE GE AEROSPACE $88.49万0.12%3,113 43316.2% $12.31万 加仓
ITOT ISHARES TR $88.24万0.12%6,195 00.0% — 不变
EFV ISHARES TR $86.68万0.12%11,659 00.0% — 不变
UFPI UFP INDUSTRIES INC $85.42万0.12%9,273 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $84.77万0.12%16,887 3,91430.2% $19.65万 加仓
LIN LINDE PLC $82.24万0.11%1,659 54248.5% $26.87万 加仓
GS GOLDMAN SACHS GROUP INC $81.30万0.11%961 25135.4% $21.23万 加仓
MS MORGAN STANLEY $79.95万0.11%4,858 70717.0% $11.63万 加仓
BAC BANK AMERICA CORP $77.49万0.11%15,896 6054.0% $2.95万 加仓
ACN ACCENTURE PLC IRELAND $77.37万0.11%3,902 50214.8% $9.95万 加仓
SCHK SCHWAB STRATEGIC TR $75.09万0.10%23,966 3461.5% $1.08万 加仓
EFG ISHARES TR $74.33万0.10%6,674 00.0% — 不变
COP CONOCOPHILLIPS $74.02万0.10%5,608 1,32931.1% $17.54万 加仓
MUB ISHARES TR $73.09万0.10%6,886 4,078145.2% $43.29万 加仓
ITW ILLINOIS TOOL WKS INC $73.04万0.10%2,789 1766.7% $4.61万 加仓
IBM INTERNATIONAL BUSINESS MACHS $72.08万0.10%2,974 43417.1% $10.52万 加仓
UNH UNITEDHEALTH GROUP INC $66.72万0.09%2,466 63234.5% $17.10万 加仓
T AT&T INC $66.26万0.09%22,856 1,4516.8% $4.21万 加仓
ENB ENBRIDGE INC $65.14万0.09%12,031 00.0% — 不变
NVS NOVARTIS AG $65.13万0.09%4,264 00.0% — 不变
PWR QUANTA SVCS INC $65.06万0.09%1,185 353.0% $1.92万 加仓
COHR COHERENT CORP $64.86万0.09%2,723 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $63.76万0.09%3,064 45917.6% $9.55万 加仓
WM WASTE MGMT INC DEL $63.58万0.09%2,767 46720.3% $10.73万 加仓
PFE PFIZER INC $63.14万0.09%22,487 1,1545.4% $3.24万 加仓
GNTX GENTEX CORP $62.56万0.09%28,633 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $62.47万0.09%2,237 1738.4% $4.83万 加仓
SYY SYSCO CORP $60.36万0.08%8,462 2352.9% $1.68万 加仓
XLK SELECT SECTOR SPDR TR $57.71万0.08%4,342 -150-3.3% -$1.99万 减仓
QCOM QUALCOMM INC $55.39万0.08%4,301 73320.5% $9.44万 加仓
GLD SPDR GOLD TR $53.66万0.07%1,247 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $53.04万0.07%1,078 20523.5% $10.09万 加仓
ALB ALBEMARLE CORP $52.04万0.07%2,892 26610.1% $4.79万 加仓
CTVA CORTEVA INC $49.63万0.07%5,929 4698.6% $3.93万 加仓
MCK MCKESSON CORP $48.94万0.07%565 14634.8% $12.65万 加仓
MMM 3M CO $48.03万0.07%3,307 -87-2.6% -$1.26万 减仓
TGT TARGET CORP $47.96万0.07%3,957 3068.4% $3.71万 加仓
WMB WILLIAMS COS INC $47.67万0.07%6,550 86415.2% $6.29万 加仓
ADI ANALOG DEVICES INC $47.15万0.07%1,482 23418.8% $7.44万 加仓
SCHW SCHWAB CHARLES CORP $46.54万0.06%4,952 1,08828.2% $10.22万 加仓
L LOEWS CORP $45.30万0.06%4,244 1734.2% $1.85万 加仓
PPG PPG INDS INC $43.04万0.06%4,027 240.6% $2,565 加仓
MSI MOTOROLA SOLUTIONS INC $42.82万0.06%984 20125.7% $8.75万 加仓
AON AON PLC $42.77万0.06%1,325 17615.3% $5.68万 加仓
MDLZ MONDELEZ INTL INC $42.67万0.06%7,339 1,09417.5% $6.36万 加仓
APH AMPHENOL CORP $41.64万0.06%3,289 50518.1% $6.39万 加仓
COF CAPITAL ONE FINL CORP $41.41万0.06%2,270 36018.8% $6.57万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $41.16万0.06%4,540 3358.0% $3.04万 加仓
WTFC WINTRUST FINL CORP $41.08万0.06%2,957 00.0% — 不变
CRM SALESFORCE INC $40.99万0.06%2,196 28314.8% $5.28万 加仓
BMY BRISTOL-MYERS SQUIBB CO $40.79万0.06%6,726 2604.0% $1.58万 加仓
SPGI S&P GLOBAL INC $39.68万0.06%933 849.9% $3.57万 加仓
LMT LOCKHEED MARTIN CORP $39.65万0.06%656 21147.4% $12.75万 加仓
SCHM SCHWAB STRATEGIC TR $38.43万0.05%12,414 00.0% — 不变
MPC MARATHON PETE CORP $38.21万0.05%1,565 1,565— $38.21万 新建仓
PGR PROGRESSIVE CORP $38.04万0.05%1,919 42428.4% $8.40万 加仓
NUE NUCOR CORP $37.90万0.05%2,234 1939.5% $3.27万 加仓
ALSN ALLISON TRANSMISSION HLDGS I $37.55万0.05%3,208 00.0% — 不变
C CITIGROUP INC $37.45万0.05%3,302 68526.2% $7.77万 加仓
NTRS NORTHERN TR CORP $36.60万0.05%2,608 1184.7% $1.66万 加仓
FITB FIFTH THIRD BANCORP $35.82万0.05%7,645 1,11317.0% $5.22万 加仓
SJM SMUCKER J M CO $35.37万0.05%3,668 381.0% $3,665 加仓
SRE SEMPRA $34.88万0.05%3,568 59820.1% $5.85万 加仓
TEL TE CONNECTIVITY PLC $34.61万0.05%1,656 21214.7% $4.43万 加仓
TRV TRAVELERS COMPANIES INC $34.42万0.05%1,180 21021.6% $6.13万 加仓
YUM YUM BRANDS INC $34.00万0.05%2,187 1788.9% $2.77万 加仓
ORLY OREILLY AUTOMOTIVE INC $33.85万0.05%3,667 1,11743.8% $10.31万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $33.36万0.05%2,121 53934.1% $8.48万 加仓
— DIMENSIONAL ETF TRUST $33.02万0.05%5,288 00.0% — 不变
DIS DISNEY WALT CO $32.92万0.05%3,416 -435-11.3% -$4.19万 减仓
INTU INTUIT $32.86万0.05%760 314.3% $1.34万 加仓
PSX PHILLIPS 66 $32.72万0.05%1,796 21413.5% $3.90万 加仓
ECL ECOLAB INC $32.54万0.05%1,220 998.8% $2.64万 加仓
PH PARKER-HANNIFIN CORP $32.32万0.05%361 5618.4% $5.01万 加仓
DUK DUKE ENERGY CORP NEW $32.22万0.04%2,461 74943.8% $9.81万 加仓
EQIX EQUINIX INC $31.66万0.04%323 323— $31.66万 新建仓
GD GENERAL DYNAMICS CORP $31.54万0.04%919 -40-4.2% -$1.37万 减仓
PLD PROLOGIS INC. $31.54万0.04%2,386 52328.1% $6.91万 加仓
VRTX VERTEX PHARMACEUTICALS INC $31.48万0.04%705 12321.1% $5.49万 加仓
WELL WELLTOWER INC $31.41万0.04%1,589 43137.2% $8.52万 加仓
NOC NORTHROP GRUMMAN CORP $31.38万0.04%460 460— $31.38万 新建仓
BKNG BOOKING HOLDINGS INC $30.73万0.04%73 1525.9% $6.32万 加仓
EXC EXELON CORP $29.96万0.04%6,112 3936.9% $1.93万 加仓
FCX FREEPORT MCMORAN INC $29.61万0.04%5,038 1,00725.0% $5.92万 加仓
HCA HCA HEALTHCARE INC $29.43万0.04%622 12525.2% $5.92万 加仓
ALL ALLSTATE CORP $28.58万0.04%1,372 20517.6% $4.27万 加仓
CTAS CINTAS CORP $27.49万0.04%1,625 845.5% $1.42万 加仓
CME CME GROUP INC $27.32万0.04%925 647.4% $1.89万 加仓
BNY BANK NEW YORK MELLON CORP $26.22万0.04%2,210 2,210— $26.22万 新建仓
BA BOEING CO $25.97万0.04%1,305 21419.6% $4.26万 加仓
UPS UNITED PARCEL SVCS INC $25.87万0.04%2,630 150.6% $1,476 加仓