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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $122.74万 | 0.15% | 9,715 | 142 | 1.5% | $1.79万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $121.57万 | 0.15% | 24,125 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $121.39万 | 0.15% | 3,248 | 135 | 4.3% | $5.05万 | 加仓 |
| ITOT | ISHARES TR | $115.73万 | 0.14% | 7,045 | 850 | 13.7% | $13.96万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $113.20万 | 0.14% | 18,075 | -510 | -2.7% | -$3.19万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.77万 | 0.13% | 2,593 | 127 | 5.2% | $5.28万 | 加仓 |
| BAC | BANK OF AMER CORP | $107.24万 | 0.13% | 18,821 | 2,925 | 18.4% | $16.67万 | 加仓 |
| WFC | WELLS FARGO & CO | $103.86万 | 0.13% | 12,568 | 814 | 6.9% | $6.73万 | 加仓 |
| MS | MORGAN STANLEY | $103.64万 | 0.13% | 4,958 | 100 | 2.1% | $2.09万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $102.20万 | 0.13% | 20,175 | 357 | 1.8% | $1.81万 | 重新持有 |
| JMST | J P MORGAN EXCHANGE TRADED F | $101.53万 | 0.12% | 19,907 | 248 | 1.3% | $1.26万 | 重新持有 |
| AMGN | AMGEN INC | $101.25万 | 0.12% | 2,796 | 65 | 2.4% | $2.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $100.73万 | 0.12% | 996 | 35 | 3.6% | $3.54万 | 加仓 |
| SNDK | SANDISK CORP | $98.68万 | 0.12% | 434 | 434 | — | $98.68万 | 新建仓 |
| COHR | COHERENT CORP | $96.76万 | 0.12% | 2,453 | -270 | -9.9% | -$10.65万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $95.54万 | 0.12% | 6,861 | 97 | 1.4% | $1.35万 | 加仓 |
| NFLX | NETFLIX INC. | $93.91万 | 0.12% | 13,153 | 1,833 | 16.2% | $13.09万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $91.08万 | 0.11% | 2,111 | 593 | 39.1% | $25.59万 | 加仓 |
| EFV | ISHARES TR | $89.25万 | 0.11% | 11,659 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $87.26万 | 0.11% | 9,117 | -102 | -1.1% | -$9,762 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $86.40万 | 0.11% | 23,959 | -7 | -0.0% | -$252 | 减仓 |
| FISV | FISERV INC | $86.34万 | 0.11% | 17,603 | 507 | 3.0% | $2.49万 | 加仓 |
| LIN | LINDE PLC | $85.10万 | 0.10% | 1,640 | -19 | -1.1% | -$9,860 | 减仓 |
| PWR | QUANTA SVCS INC | $84.03万 | 0.10% | 1,167 | -18 | -1.5% | -$1.30万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $84.01万 | 0.10% | 9,258 | -15 | -0.2% | -$1,361 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $83.87万 | 0.10% | 4,402 | 60 | 1.4% | $1.14万 | 加仓 |
| EFG | ISHARES TR | $83.04万 | 0.10% | 6,674 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $82.05万 | 0.10% | 4,440 | 139 | 3.2% | $2.57万 | 加仓 |
| GNTX | GENTEX CORP | $81.42万 | 0.10% | 32,222 | 3,589 | 12.5% | $9.07万 | 加仓 |
| TJX | TJX COS INC NEW | $80.73万 | 0.10% | 5,329 | -275 | -4.9% | -$4.17万 | 减仓 |
| C | CITIGROUP INC | $80.66万 | 0.10% | 5,763 | 2,461 | 74.5% | $34.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.80万 | 0.09% | 2,731 | -243 | -8.2% | -$6.83万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $75.34万 | 0.09% | 2,769 | -20 | -0.7% | -$5,442 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $75.32万 | 0.09% | 3,059 | -5 | -0.2% | -$1,231 | 减仓 |
| SYY | SYSCO CORP | $72.43万 | 0.09% | 8,666 | 204 | 2.4% | $1.71万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $71.47万 | 0.09% | 1,119 | 1,119 | — | $71.47万 | 新建仓 |
| APH | AMPHENOL CORP | $68.66万 | 0.08% | 3,889 | 600 | 18.2% | $10.59万 | 加仓 |
| NVS | NOVARTIS AG | $66.83万 | 0.08% | 4,264 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $65.40万 | 0.08% | 15,447 | -1,440 | -8.5% | -$6.10万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $65.25万 | 0.08% | 2,627 | 390 | 17.4% | $9.69万 | 加仓 |
| ENB | ENBRIDGE INC | $65.18万 | 0.08% | 12,023 | -8 | -0.1% | -$434 | 减仓 |
| PPG | PPG INDS INC | $63.17万 | 0.08% | 5,208 | 1,181 | 29.3% | $14.32万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $60.87万 | 0.07% | 1,844 | 664 | 56.3% | $21.92万 | 加仓 |
| ADI | ANALOG DEVICES INC | $59.81万 | 0.07% | 1,506 | 24 | 1.6% | $9,532 | 加仓 |
| ADSK | AUTODESK INC | $59.80万 | 0.07% | 3,076 | -2,230 | -42.0% | -$43.36万 | 减仓 |
| COP | CONOCOPHILLIPS | $56.54万 | 0.07% | 5,439 | -169 | -3.0% | -$1.76万 | 减仓 |
| WM | WASTE MGMT INC DEL | $56.12万 | 0.07% | 2,518 | -249 | -9.0% | -$5.55万 | 减仓 |
| MMM | 3M CO | $53.72万 | 0.07% | 3,318 | 11 | 0.3% | $1,781 | 加仓 |
| TGT | TARGET CORP | $53.00万 | 0.07% | 4,058 | 101 | 2.6% | $1.32万 | 加仓 |
| NUE | NUCOR CORP | $51.38万 | 0.06% | 2,301 | 67 | 3.0% | $1.50万 | 加仓 |
| CTVA | CORTEVA INC | $50.30万 | 0.06% | 5,939 | 10 | 0.2% | $847 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $49.98万 | 0.06% | 1,678 | 1,678 | — | $49.98万 | 新建仓 |
| MPC | MARATHON PETE CORP | $47.53万 | 0.06% | 1,859 | 294 | 18.8% | $7.52万 | 加仓 |
| WMB | WILLIAMS COS INC | $47.12万 | 0.06% | 6,338 | -212 | -3.2% | -$1.58万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $46.85万 | 0.06% | 8,131 | 1,405 | 20.9% | $8.10万 | 加仓 |
| MAS | MASCO CORP | $46.14万 | 0.06% | 5,670 | 2,304 | 68.4% | $18.75万 | 加仓 |
| GLD | SPDR GOLD TR | $45.94万 | 0.06% | 1,247 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.77万 | 0.06% | 474 | 474 | — | $45.77万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $45.77万 | 0.06% | 12,414 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $45.44万 | 0.06% | 1,903 | 531 | 38.7% | $12.68万 | 加仓 |
| SJM | SMUCKER J M CO | $45.34万 | 0.06% | 4,030 | 362 | 9.9% | $4.07万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $45.18万 | 0.06% | 2,252 | -18 | -0.8% | -$3,611 | 减仓 |
| MCK | MCKESSON CORP | $44.47万 | 0.05% | 588 | 23 | 4.1% | $1.74万 | 加仓 |
| CVS | CVS HEALTH CORP | $44.24万 | 0.05% | 4,277 | 4,277 | — | $44.24万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.56万 | 0.05% | 868 | -210 | -19.5% | -$10.54万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $43.23万 | 0.05% | 3,474 | -428 | -11.0% | -$5.33万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $42.56万 | 0.05% | 5,802 | -51,233 | -89.8% | -$375.79万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $42.49万 | 0.05% | 2,644 | -313 | -10.6% | -$5.03万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $42.47万 | 0.05% | 6,754 | 1,716 | 34.1% | $10.79万 | 加仓 |
| L | LOEWS CORP | $42.36万 | 0.05% | 3,742 | -502 | -11.8% | -$5.68万 | 减仓 |
| T | AT&T INC | $41.38万 | 0.05% | 19,992 | -2,864 | -12.5% | -$5.93万 | 减仓 |
| PFE | PFIZER INC | $41.14万 | 0.05% | 17,084 | -5,403 | -24.0% | -$13.01万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $40.70万 | 0.05% | 6,375 | 6,375 | — | $40.70万 | 新建仓 |
| GLW | CORNING INC | $40.66万 | 0.05% | 1,592 | 1,592 | — | $40.66万 | 新建仓 |
| QUAL | ISHARES TR | $39.43万 | 0.05% | 1,797 | 1,740 | 3,052.6% | $38.18万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $39.15万 | 0.05% | 6,897 | -748 | -9.8% | -$4.25万 | 减仓 |
| AON | AON PLC | $38.87万 | 0.05% | 1,172 | -153 | -11.5% | -$5.07万 | 减仓 |
| PGR | PROGRESSIVE CORP | $37.86万 | 0.05% | 1,733 | -186 | -9.7% | -$4.06万 | 减仓 |
| NTRS | NORTHERN TR CORP | $37.77万 | 0.05% | 2,160 | -448 | -17.2% | -$7.83万 | 减仓 |
| APP | APPLOVIN CORP | $37.71万 | 0.05% | 732 | 188 | 34.6% | $9.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.96万 | 0.05% | 5,288 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $36.94万 | 0.05% | 907 | -26 | -2.8% | -$1.06万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.48万 | 0.04% | 876 | -108 | -11.0% | -$4.50万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $36.44万 | 0.04% | 77,360 | 8,050 | 11.6% | $3.79万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $36.28万 | 0.04% | 3,932 | -1,020 | -20.6% | -$9.41万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $35.56万 | 0.04% | 716 | 11 | 1.6% | $5,464 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $35.28万 | 0.04% | 996 | 77 | 8.4% | $2.73万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.18万 | 0.04% | 461 | 461 | — | $35.18万 | 新建仓 |
| IGF | ISHARES TR | $34.75万 | 0.04% | 5,218 | 1,979 | 61.1% | $13.18万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $34.68万 | 0.04% | 1,946 | 121 | 6.6% | $2.16万 | 加仓 |
| DIS | DISNEY WALT CO | $34.66万 | 0.04% | 3,573 | 157 | 4.6% | $1.52万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $34.55万 | 0.04% | 1,545 | 304 | 24.5% | $6.80万 | 加仓 |
| CRM | SALESFORCE INC | $34.22万 | 0.04% | 2,178 | -18 | -0.8% | -$2,828 | 减仓 |
| YUM | YUM BRANDS INC | $34.15万 | 0.04% | 2,136 | -51 | -2.3% | -$8,153 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $34.04万 | 0.04% | 348 | -13 | -3.6% | -$1.27万 | 减仓 |
| ECL | ECOLAB INC | $33.02万 | 0.04% | 1,182 | -38 | -3.1% | -$1.06万 | 减仓 |
| WELL | WELLTOWER INC | $32.64万 | 0.04% | 1,438 | -151 | -9.5% | -$3.43万 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.32万 | 0.04% | 2,704 | 2,366 | 700.0% | $28.28万 | 重新持有 |
| ECG | EVERUS CONSTR GROUP | $31.78万 | 0.04% | 1,915 | 12 | 0.6% | $1,991 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $31.44万 | 0.04% | 3,642 | -898 | -19.8% | -$7.75万 | 减仓 |