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QTR Family Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
QTR Family Wealth, LLC
报告期 2026-03-31 · CIK 0002067954
持仓数
287
前50大市值合计
$143.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 36
增持 66
减持 36
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.2M
90,599
+216%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
44,275
+30%
减持
—
BIOHAVEN LTD
-$3.3M
332,147
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$2.5M
14,018
+17%
增持
TSLA
TESLA INC
+$2.1M
14,537
+51%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
8,551
+58%
增持
QQQ
INVESCO QQQ TR
+$1.8M
7,763
+49%
增持
AMZN
AMAZON COM INC
+$1.5M
17,201
+47%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.5M
52,163
-41%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
19,073
+21%
增持
ABX
ABACUS GLOBAL MGMT INC
+$1.2M
324,124
+427%
减持
LOW
LOWES COS INC
-$1.1M
1,738
-73%
增持
AVGO
BROADCOM INC
+$1.1M
9,228
+7%
增持
META
META PLATFORMS INC
+$911.3K
2,989
+33%
减持
PG
PROCTER AND GAMBLE CO
-$876.6K
2,160
-70%
增持
GOOG
ALPHABET INC
+$674.5K
21,310
+7%
增持
ORCL
ORACLE CORP
+$638.8K
6,581
+15%
清仓
SYY
SYSCO CORP
-$557.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$527.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$516.0K
6,234
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$495.4K
2,267
+21%
增持
GOOGL
ALPHABET INC
+$488.1K
11,743
+15%
建仓
RBLX
ROBLOX CORP
+$456.0K
4,335
清仓
GIS
GENERAL MLS INC
-$427.2K
0
-100%
减持
NFLX
NETFLIX INC
+$405.3K
1,061
-3%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$400.0K
7,415
+4%
清仓
MMM
3M CO
-$369.5K
0
-100%
建仓
DIS
DISNEY WALT CO
+$362.6K
2,924
建仓
ANET
ARISTA NETWORKS INC
+$350.6K
3,427
建仓
DKNG
DRAFTKINGS INC NEW
+$338.4K
7,891
清仓
IVV
ISHARES TR
-$335.3K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$328.8K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$326.3K
21,558
-5%
清仓
ICLO
INVESCO ACTIVELY MANAGED EXC
-$324.5K
0
-100%
增持
HD
HOME DEPOT INC
+$323.3K
2,572
+52%
增持
PM
PHILIP MORRIS INTL INC
+$304.6K
4,261
+43%
建仓
NOW
SERVICENOW INC
+$303.3K
295
清仓
VOT
VANGUARD INDEX FDS
-$289.9K
0
-100%
建仓
—
EATON CORP PLC
+$288.4K
808
建仓
—
SPOTIFY TECHNOLOGY S A
+$285.4K
372
建仓
EXPE
EXPEDIA GROUP INC
+$281.4K
1,668
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$278.5K
4,574
+25%
清仓
BA
BOEING CO
-$275.4K
0
-100%
建仓
TEM
TEMPUS AI INC
+$269.3K
4,238
增持
COST
COSTCO WHSL CORP NEW
+$266.8K
773
+47%
建仓
SNOW
SNOWFLAKE INC
+$263.4K
1,177
建仓
PANW
PALO ALTO NETWORKS INC
+$262.6K
1,283
建仓
MS
MORGAN STANLEY
+$261.8K
1,859
增持
V
VISA INC
+$260.3K
3,019
+30%
建仓
—
CHUBB LIMITED
+$252.4K
871
建仓
GD
GENERAL DYNAMICS CORP
+$242.7K
832
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$239.2K
37,393
-13%
建仓
DDOG
DATADOG INC
+$234.8K
1,748
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$234.0K
7,107
建仓
LNG
CHENIERE ENERGY INC
+$233.9K
961
建仓
PNC
PNC FINL SVCS GROUP INC
+$232.7K
1,248
增持
CRM
SALESFORCE INC
+$225.7K
1,775
+84%
建仓
—
ACCENTURE PLC IRELAND
+$225.5K
754
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$225.1K
151,986
+0%
建仓
PEP
PEPSICO INC
+$225.1K
1,705
建仓
ZS
ZSCALER INC
+$221.3K
705
建仓
KO
COCA COLA CO
+$220.5K
3,117
建仓
GE
GE AEROSPACE
+$218.1K
847
建仓
TMUS
T-MOBILE US INC
+$217.6K
913
建仓
NET
CLOUDFLARE INC
+$216.8K
1,107
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$216.3K
955
建仓
EFA
ISHARES TR
+$215.2K
2,407
建仓
AMAT
APPLIED MATLS INC
+$214.6K
1,172
建仓
DE
DEERE & CO
+$213.3K
420
建仓
FTNT
FORTINET INC
+$209.0K
1,977
建仓
MCD
MCDONALDS CORP
+$208.6K
714
建仓
BKNG
BOOKING HOLDINGS INC
+$208.4K
36
建仓
XLK
SELECT SECTOR SPDR TR
+$206.1K
814
清仓
TGT
TARGET CORP
-$205.7K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$205.5K
54,339
+8%
建仓
EXR
EXTRA SPACE STORAGE INC
+$204.9K
1,390
清仓
SLYG
SPDR SER TR
-$203.8K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$203.2K
1,136
+43%
清仓
USMV
ISHARES TR
-$201.8K
0
-100%
建仓
CMI
CUMMINS INC
+$201.7K
616
建仓
ZTS
ZOETIS INC
+$200.3K
1,285
增持
BAC
BANK AMERICA CORP
+$196.0K
13,335
+28%
增持
JBBB
JANUS DETROIT STR TR
+$195.1K
52,384
+9%
增持
AAPL
APPLE INC
+$193.9K
30,105
+12%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$193.6K
28,311
+15%
增持
DLR
DIGITAL RLTY TR INC
+$187.3K
2,864
+32%
增持
BX
BLACKSTONE INC
+$182.0K
4,271
+31%
增持
MAR
MARRIOTT INTL INC NEW
+$173.4K
2,265
+21%
减持
QQQE
DIREXION SHS ETF TR
+$161.6K
14,685
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$158.9K
4,429
+27%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$153.8K
81,970
-1%
增持
MU
MICRON TECHNOLOGY INC
+$153.3K
3,807
+5%
增持
—
EXXON MOBIL CORP
+$149.3K
15,581
+21%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$142.9K
3,222
-1%
减持
F
FORD MTR CO
-$128.5K
24,439
-38%
增持
TXN
TEXAS INSTRS INC
+$125.0K
3,695
+3%
减持
IVW
ISHARES TR
+$120.7K
8,276
-3%
增持
ABT
ABBOTT LABS
+$110.1K
4,045
+22%
增持
UNH
UNITEDHEALTH GROUP INC
-$101.9K
1,200
+32%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$98.9K
10,748
-50%
增持
LMT
LOCKHEED MARTIN CORP
+$95.5K
854
+27%
减持
JSI
JANUS DETROIT STR TR
-$91.0K
27,790
-6%
增持
CSCO
CISCO SYS INC
+$89.0K
8,954
+4%
减持
XNOV
FIRST TR EXCHNG TRADED FD VI
-$85.7K
8,716
-26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.7K
1,167
+12%
减持
—
ON HLDG AG
+$81.4K
10,667
-1%
增持
EVLN
MORGAN STANLEY ETF TRUST
+$78.8K
8,324
+22%
增持
MELI
MERCADOLIBRE INC
+$78.2K
115
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$75.8K
3,008
-12%
减持
BLK
BLACKROCK INC
+$72.4K
757
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$71.9K
2,158
+3%
增持
JNJ
JOHNSON & JOHNSON
+$71.0K
4,686
+21%
减持
CSM
PROSHARES TR
+$68.5K
10,293
-0%
增持
RTX
RTX CORPORATION
+$67.4K
2,267
+14%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$66.5K
32,774
-5%
增持
XIDE
FIRST TR EXCHNG TRADED FD VI
+$66.5K
10,378
+25%
增持
SLB
SCHLUMBERGER LTD
-$66.5K
8,996
+1%
减持
APP
APPLOVIN CORP
-$65.7K
586
-43%
减持
SPY
SPDR S&P 500 ETF TR
+$62.2K
1,553
-3%
增持
CVX
CHEVRON CORP NEW
+$60.7K
5,594
+26%
减持
HIO
WESTERN ASSET HIGH INCOME OP
-$60.2K
18,504
-45%
增持
CAT
CATERPILLAR INC
+$59.8K
849
+4%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$51.6K
24,418
+5%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$51.5K
14,277
-4%
增持
MRK
MERCK & CO INC
+$50.6K
6,334
+26%
增持
VLO
VALERO ENERGY CORP
+$48.4K
2,333
+16%
增持
NSC
NORFOLK SOUTHN CORP
+$48.1K
1,003
+14%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$47.6K
4,183
-10%
减持
IOT
SAMSARA INC
-$46.9K
6,053
-19%
减持
OVL
LISTED FDS TR
+$45.2K
10,573
-1%
减持
WMT
WALMART INC
-$41.3K
9,410
-14%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$39.9K
12,514
-7%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$39.6K
2,171
+1%
增持
SYK
STRYKER CORPORATION
+$39.3K
801
+7%
增持
IEFA
ISHARES TR
+$38.9K
4,759
+0%
减持
COWZ
PACER FDS TR
-$38.5K
37,959
-2%
增持
TRV
TRAVELERS COMPANIES INC
+$37.0K
938
+16%
减持
SIZE
ISHARES TR
+$36.9K
4,786
-1%
增持
QCOM
QUALCOMM INC
+$36.0K
2,801
+5%
增持
QDPL
PACER FDS TR
+$35.0K
11,681
+0%
增持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$33.7K
3,012
+5%
增持
MO
ALTRIA GROUP INC
+$33.4K
5,470
+14%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$33.3K
20,754
-2%
减持
MSTR
MICROSTRATEGY INC
-$32.6K
5,817
-30%
增持
COP
CONOCOPHILLIPS
+$32.1K
3,254
+31%
增持
ABBV
ABBVIE INC
+$31.1K
2,946
+20%
减持
HIMU
BLACKROCK ETF TRUST II
-$31.1K
4,853
-10%
减持
GLD
SPDR GOLD TR
-$31.0K
663
-18%
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$31.0K
14,019
-8%
增持
WELL
WELLTOWER INC
+$30.4K
1,897
+11%
