Family Office Research LLC 13F 持仓 · 2026年Q2
Family Office Research 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 2.67 亿美元。前几大持仓：MAR（21.13%）、VOO（10.29%）、SMLF（6.86%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $56.3M | 21.13% | 151,993 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $27.4M | 10.29% | 39,949 | 增持 |
| 3 | SMLF | ISHARES TR | $18.3M | 6.86% | 205,028 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $15.3M | 5.75% | 20,817 | 减持 |
| 5 | AVUS | AMERICAN CENTY ETF TR | $14.3M | 5.35% | 111,428 | 减持 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $14.2M | 5.34% | 321,210 | 减持 |
| 7 | MOAT | VANECK ETF TRUST | $13.9M | 5.22% | 133,838 | 减持 |
| 8 | TBIL | RBB FD INC | $13.9M | 5.20% | 278,261 | 增持 |
| 9 | DAL | DELTA AIR LINES INC | $10.2M | 3.83% | 109,018 | 持平 |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $5.8M | 2.17% | 155,564 | 增持 |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $4.5M | 1.70% | 111,245 | 增持 |
| 12 | AVDE | AMERICAN CENTY ETF TR | $4.5M | 1.68% | 50,225 | 增持 |
| 13 | AVEM | AMERICAN CENTY ETF TR | $4.0M | 1.50% | 41,477 | 增持 |
| 14 | IWV | ISHARES TR | $3.8M | 1.42% | 8,872 | 减持 |
| 15 | RTX | RTX CORPORATION | $3.7M | 1.37% | 19,315 | 新建仓 |
| 16 | BALT | INNOVATOR ETFS TRUST | $3.5M | 1.31% | 101,982 | 增持 |
| 17 | IJR | ISHARES TR | $3.2M | 1.20% | 21,623 | 减持 |
| 18 | AVSC | AMERICAN CENTY ETF TR | $3.1M | 1.16% | 42,181 | 增持 |
| 19 | JAAA | JANUS DETROIT STR TR | $2.9M | 1.09% | 57,294 | 增持 |
| 20 | AAPL | APPLE INC | $2.5M | 0.95% | 8,784 | 增持 |
| 21 | BPRE | BLUEROCK PVT REAL ESTATE FD | $2.5M | 0.95% | 195,235 | 增持 |
| 22 | IMDX | INSIGHT MOLECULAR DIA INC | $2.2M | 0.82% | 368,849 | 增持 |
| 23 | META | META PLATFORMS INC | $2.1M | 0.77% | 3,665 | 新建仓 |
| 24 | SMOT | VANECK ETF TRUST | $1.9M | 0.72% | 49,230 | 减持 |
| 25 | IVV | ISHARES TR | $1.8M | 0.67% | 2,380 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR