Redwood Family Wealth LLC
ADDISON TX · SEC CIK 0002116118
$1.14亿2026Q2 申报市值
110持仓数
48.9%前十大占比 · 第一大 8.1%
14 / 8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
VEU 加仓+$143.16万
AMD 新建仓+$48.80万
NFLX 新建仓+$43.42万
INNOVATOR ETFS T 新建仓+$38.33万
NASA 新建仓+$33.82万
2026Q2 卖出最多 按季末市值估算
PGIM ROCK ETF TR 清仓-$50.82万
ANET 清仓-$42.46万
AVGO 减仓-$38.30万
MS 清仓-$33.47万
QQQ 减仓-$20.69万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $921.23万 | 8.08% | 26,786 | -96 | -0.4% | -$3.30万 | 减仓 |
| AAPL | APPLE INC | $822.24万 | 7.21% | 28,415 | 4 | 0.0% | $1,157 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $700.80万 | 6.15% | 78,866 | 417 | 0.5% | $3.71万 | 加仓 |
| — | EXXON MOBIL CORP | $602.40万 | 5.29% | 44,061 | 794 | 1.8% | $10.86万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $597.60万 | 5.24% | 13,655 | 40 | 0.3% | $1.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $499.85万 | 4.39% | 22,936 | 606 | 2.7% | $13.21万 | 加仓 |
| QQQ | INVESCO QQQ TR | $436.34万 | 3.83% | 5,925 | -281 | -4.5% | -$20.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $364.40万 | 3.20% | 5,305 | -5 | -0.1% | -$3,435 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $343.47万 | 3.01% | 41,011 | 17,094 | 71.5% | $143.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $279.70万 | 2.45% | 3,745 | -71 | -1.9% | -$5.30万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $262.94万 | 2.31% | 8,678 | -339 | -3.8% | -$10.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $261.89万 | 2.30% | 13,088 | 1,603 | 14.0% | $32.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $233.05万 | 2.04% | 6,247 | -61 | -1.0% | -$2.28万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $197.20万 | 1.73% | 43,149 | 2,733 | 6.8% | $12.49万 | 加仓 |
| DIS | DISNEY WALT CO | $177.13万 | 1.55% | 18,403 | 9 | 0.0% | $866 | 加仓 |
| TBIL | RBB FD INC | $169.87万 | 1.49% | 34,070 | -2,778 | -7.5% | -$13.85万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $157.32万 | 1.38% | 170,632 | 7,199 | 4.4% | $6.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $153.45万 | 1.35% | 19,046 | -626 | -3.2% | -$5.04万 | 减仓 |
| BOXX | EA SERIES TRUST | $145.87万 | 1.28% | 12,458 | -478 | -3.7% | -$5.60万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $130.17万 | 1.14% | 5,501 | -279 | -4.8% | -$6.60万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $127.72万 | 1.12% | 2,445 | -25 | -1.0% | -$1.31万 | 减仓 |
| LLY | ELI LILLY & CO | $125.54万 | 1.10% | 1,046 | -9 | -0.9% | -$1.08万 | 减仓 |
| — | UNIFIED SER TR | $114.81万 | 1.01% | 30,864 | 2,742 | 9.8% | $10.20万 | 加仓 |
| — | LISTED FDS TR | $113.71万 | 1.00% | 40,058 | -2,076 | -4.9% | -$5.89万 | 减仓 |
| AMZN | AMAZON COM INC | $104.37万 | 0.92% | 4,379 | -29 | -0.7% | -$6,912 | 减仓 |
| IJR | ISHARES TR | $102.74万 | 0.90% | 6,927 | -189 | -2.7% | -$2.80万 | 减仓 |
| QVAL | EA SERIES TRUST | $92.79万 | 0.81% | 16,734 | -775 | -4.4% | -$4.30万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $92.29万 | 0.81% | 3,699 | -51 | -1.4% | -$1.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $91.45万 | 0.80% | 3,067 | 8 | 0.3% | $2,385 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.69万 | 0.80% | 2,182 | 11 | 0.5% | $4,572 | 加仓 |
| VB | VANGUARD INDEX FDS | $71.66万 | 0.63% | 2,364 | -15 | -0.6% | -$4,547 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $70.68万 | 0.62% | 2,111 | 4 | 0.2% | $1,339 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $70.53万 | 0.62% | 9,295 | -340 | -3.5% | -$2.58万 | 减仓 |
| DGRW | WISDOMTREE TR | $69.08万 | 0.61% | 7,224 | 78 | 1.1% | $7,459 | 加仓 |
| WMT | WALMART INC | $68.39万 | 0.60% | 6,038 | 1,775 | 41.6% | $20.11万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $65.18万 | 0.57% | 7,233 | -140 | -1.9% | -$1.26万 | 减仓 |
| GLD | SPDR GOLD TR | $64.25万 | 0.56% | 1,744 | 244 | 16.3% | $8.99万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $62.03万 | 0.54% | 4,088 | -195 | -4.6% | -$2.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $60.17万 | 0.53% | 2,369 | -66 | -2.7% | -$1.68万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $60.09万 | 0.53% | 2,000 | 2,000 | — | $60.09万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $59.08万 | 0.52% | 11,701 | 1,363 | 13.2% | $6.88万 | 加仓 |
| GOOG | ALPHABET INC | $55.95万 | 0.49% | 1,583 | 10 | 0.6% | $3,534 | 加仓 |
| — | TIDAL TRUST II | $55.24万 | 0.48% | 31,476 | -785 | -2.4% | -$1.38万 | 减仓 |
| AVGO | BROADCOM INC | $54.28万 | 0.48% | 1,437 | -1,014 | -41.4% | -$38.30万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $53.11万 | 0.47% | 6,051 | 4 | 0.1% | $351 | 加仓 |
| SPYI | NEOS ETF TRUST | $52.62万 | 0.46% | 9,910 | -337 | -3.3% | -$1.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $52.40万 | 0.46% | 1,416 | -23 | -1.6% | -$8,511 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $51.15万 | 0.45% | 11,181 | 165 | 1.5% | $7,549 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.80万 | 0.43% | 840 | 840 | — | $48.80万 | 新建仓 |
| HD | HOME DEPOT INC | $48.21万 | 0.42% | 1,367 | 46 | 3.5% | $1.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $46.62万 | 0.41% | 915 | 1 | 0.1% | $509 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $45.82万 | 0.40% | 9,060 | 4,418 | 95.2% | $22.34万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $45.06万 | 0.40% | 8,834 | 2,951 | 50.2% | $15.05万 | 加仓 |
| NFLX | NETFLIX INC. | $43.42万 | 0.38% | 6,081 | 6,081 | — | $43.42万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $42.74万 | 0.37% | 2,914 | 36 | 1.3% | $5,280 | 加仓 |
| IWM | ISHARES TR | $42.66万 | 0.37% | 1,420 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $42.49万 | 0.37% | 1,453 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $42.46万 | 0.37% | 3,472 | -171 | -4.7% | -$2.09万 | 减仓 |
| IJH | ISHARES TR | $42.24万 | 0.37% | 5,478 | -532 | -8.9% | -$4.10万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $41.33万 | 0.36% | 8,157 | -335 | -3.9% | -$1.70万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $41.17万 | 0.36% | 12,975 | 4,424 | 51.7% | $14.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.10万 | 0.36% | 2,479 | -58 | -2.3% | -$9,615 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $39.35万 | 0.35% | 11,182 | -140 | -1.2% | -$4,927 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.11万 | 0.34% | 12,334 | -1,282 | -9.4% | -$4.07万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $38.61万 | 0.34% | 9,264 | -2,813 | -23.3% | -$11.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.33万 | 0.34% | 11,664 | 11,664 | — | $38.33万 | 新建仓 |
| TKR | TIMKEN CO | $37.10万 | 0.33% | 2,553 | 53 | 2.1% | $7,702 | 加仓 |
| IDVO | AMPLIFY ETF TR | $36.74万 | 0.32% | 8,747 | -460 | -5.0% | -$1.93万 | 减仓 |
| COP | CONOCOPHILLIPS | $36.35万 | 0.32% | 3,497 | 11 | 0.3% | $1,144 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $35.24万 | 0.31% | 12,894 | 168 | 1.3% | $4,592 | 加仓 |
| STXF | EA SERIES TRUST | $34.16万 | 0.30% | 7,072 | 967 | 15.8% | $4.67万 | 加仓 |
| BA | BOEING CO | $34.12万 | 0.30% | 1,576 | 7 | 0.4% | $1,515 | 加仓 |
| NASA | TEMA ETF TRUST | $33.82万 | 0.30% | 11,133 | 11,133 | — | $33.82万 | 新建仓 |
| QMOM | EA SERIES TRUST | $33.15万 | 0.29% | 4,211 | 525 | 14.2% | $4.13万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $32.58万 | 0.29% | 5,300 | 53 | 1.0% | $3,258 | 加仓 |
| MLPA | GLOBAL X FDS | $29.19万 | 0.26% | 5,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.12万 | 0.26% | 582 | 102 | 21.2% | $5.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.78万 | 0.25% | 2,467 | -41 | -1.6% | -$4,783 | 减仓 |
| INV | INNVENTURE INC | $28.39万 | 0.25% | 56,000 | 10,000 | 21.7% | $5.07万 | 加仓 |
| AON | AON PLC | $28.10万 | 0.25% | 847 | -3 | -0.4% | -$995 | 减仓 |
| IVV | ISHARES TR | $27.69万 | 0.24% | 369 | 5 | 1.4% | $3,752 | 加仓 |
| ABBV | ABBVIE INC | $27.55万 | 0.24% | 1,094 | 9 | 0.8% | $2,267 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.10万 | 0.23% | 4,620 | 49 | 1.1% | $2,768 | 加仓 |
| QXO | QXO INC | $25.92万 | 0.23% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I | $25.68万 | 0.23% | 5,559 | 41 | 0.7% | $1,894 | 加仓 |
| TSLA | TESLA INC | $25.45万 | 0.22% | 605 | 28 | 4.9% | $1.18万 | 加仓 |
| AMLP | ALPS ETF TR | $24.61万 | 0.22% | 4,747 | 50 | 1.1% | $2,593 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.03万 | 0.21% | 734 | 26 | 3.7% | $8,513 | 加仓 |
| GRMN | GARMIN LTD | $23.80万 | 0.21% | 1,002 | -1 | -0.1% | -$238 | 减仓 |
| GOOGL | ALPHABET INC | $23.77万 | 0.21% | 665 | 665 | — | $23.77万 | 新建仓 |
| RTX | RTX CORPORATION | $23.17万 | 0.20% | 1,221 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $22.42万 | 0.20% | 132 | 28 | 26.9% | $4.76万 | 重新持有 |
| DGRS | WISDOMTREE TR | $22.36万 | 0.20% | 3,766 | -170 | -4.3% | -$1.01万 | 减仓 |
| V | VISA INC | $21.50万 | 0.19% | 626 | 30 | 5.0% | $1.03万 | 重新持有 |
| IREN | IREN LIMITED | $20.58万 | 0.18% | 4,500 | 4,500 | — | $20.58万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.29万 | 0.18% | 6,345 | 12 | 0.2% | $384 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $20.27万 | 0.18% | 14,162 | 820 | 6.1% | $1.17万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.18万 | 0.18% | 410 | 410 | — | $20.18万 | 新建仓 |
| ATEX | ANTERIX INC 看涨期权 | $19.56万 | 0.17% | 1,900 | 1,900 | — | $19.56万 | 新建仓 |
| INTC | INTEL CORP 看跌期权 | $19.55万 | 0.17% | 1,400 | 1,400 | — | $19.55万 | 新建仓 |