Pioneer Family Office, LLC
CIK 2135110 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $194.0M
- 持仓
- 129
- 截至
- 2026年6月30日
按 13F 价值排名第 6553（共 9443） · 前 69.4%
投资组合价值同比（季度）：+24.7% 13F不披露现金
- 前十大持仓权重
- 90.64%
- 前二十五大持仓权重
- 95.75%
- 持仓高于 1%
- 8
- 有效持仓数量
- 5.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 10.02% 估计买入 $53060145 · 卖出 $17518427
- 新仓位
- 18
- 增加
- 25
- 减少
- 23
- 已结清
- 11
本页内容
行业细分
Technology
1.1%
Retail
0.7%
Financial Services
0.6%
Consumer Discretionary
0.5%
Healthcare
0.5%
Energy
0.1%
Communication Services
0.1%
Industrials
0.1%
Financials
0.0%
Logistics & Transportation
0.0%
Consumer Staples
0.0%
Communications
0.0%
Telecommunication
0.0%
Consumer products
0.0%
其他/未映射
96.1%
完整投资组合 129 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $67849756 | 34.97% | 98792 | $12678916 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $28201911 | 14.53% | 38297 | $6755063 | 上涨 ×2 | ||
| VGT | $25395812 | 13.09% | 212483 | $8005149 | 上涨 ×2 | ||
| SPMO | $17822728 | 9.18% | 110355 | 上涨 ×1 | |||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $13182971 | 6.79% | 450854 | $143787 | 下跌 ×2 | ||
| IVLU | $12454730 | 6.42% | 297820 | $519466 | 下跌 ×1 | ||
| SOXX SOXX | $4860165 | 2.50% | 7585 | 上涨 ×1 | |||
| QQQM Invesco NASDAQ 100 ETF | $2832769 | 1.46% | 9350 | $625279 | 上涨 ×2 | ||
| SPY SPY | $1882606 | 0.97% | 2521 | $243104 | |||
| MOAT | $1400861 | 0.72% | 13475 | $97829 | |||
| OUNZ | $987711 | 0.51% | 25595 | $-109706 | 上涨 ×2 | ||
| SMH SMH | $980556 | 0.51% | 1495 | $507057 | 上涨 ×2 | ||
| XLK XLK | $878488 | 0.45% | 4611 | $266749 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $867212 | 0.45% | 2997 | $106604 | |||
| DGRO | $847332 | 0.44% | 11180 | $206588 | 上涨 ×1 | ||
| SPYM | $826951 | 0.43% | 9410 | $120870 | 上涨 ×2 | ||
| VUG | $678611 | 0.35% | 7878 | $55749 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $620161 | 0.32% | 2602 | $78242 | |||
| XLG | $509372 | 0.26% | 8319 | $353959 | 上涨 ×1 | ||
| V Visa Inc. | $497481 | 0.26% | 1450 | $59233 | |||
| BTCW | $485199 | 0.25% | 34800 | $-71282 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $455117 | 0.23% | 450 | $74421 | |||
| VTV | $442398 | 0.23% | 2030 | $3499 | 下跌 ×1 | ||
| IVV | $433607 | 0.22% | 579 | $55399 | |||
| EIS | $400154 | 0.21% | 3315 | $-12978430 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $350766 | 0.18% | 3097 | $-34129 | |||
| VEA | $348555 | 0.18% | 4892 | $-24006 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $307252 | 0.16% | 1221 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $300654 | 0.15% | 806 | $2297 | |||
| PBR Petroleo Brasileiro S.A. Petrobras ADS | $245470 | 0.13% | 15190 | $-138883 | 下跌 ×1 | ||
| ALAB Astera Labs, Inc. - Common Stock | $236680 | 0.12% | 490 | $224076 | 上涨 ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $220661 | 0.11% | 130 | $99630 | 上涨 ×1 | ||
| NLR | $215723 | 0.11% | 1860 | $-32010 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $211998 | 0.11% | 600 | $39882 | |||
| APUE | $186879 | 0.10% | 4045 | $24755 | |||
| ILF | $183938 | 0.09% | 5450 | $-35220 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $182877 | 0.09% | 440 | $63817 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $172408 | 0.09% | 2086 | $51013 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $172077 | 0.09% | 860 | $22093 | |||
| COST Costco Wholesale Corporation - Common Stock | $159030 | 0.08% | 170 | $-10363 | |||
| BNDX Vanguard Total International Bond ETF | $153862 | 0.08% | 3177 | $-44104 | 下跌 ×1 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $147751 | 0.08% | 535 | 上涨 ×1 | |||
| ARGT | $146080 | 0.08% | 1600 | $-3232 | |||
| LLY Eli Lilly and Company Common Stock | $143932 | 0.07% | 120 | $-76814 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $141715 | 0.07% | 558 | $5317 | |||
| HYEM | $138874 | 0.07% | 1000 | $3369 | |||
| BRKB | $137607 | 0.07% | 275 | ||||
| HODL | $132880 | 0.07% | 8000 | $-20400 | |||
| AGG | $129565 | 0.07% | 1309 | $-379 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $128131 | 0.07% | 1340 | $10425 | |||
| BSV | $127539 | 0.07% | 1637 | $-45120 | 下跌 ×1 | ||
| GLD | $122671 | 0.06% | 333 | $-20616 | |||
| VWO | $119798 | 0.06% | 2007 | $-10193 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $118388 | 0.06% | 350 | $12520 | |||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $117396 | 0.06% | 2105 | $20840 | |||
| ORCL Oracle Corporation Common Stock | $117240 | 0.06% | 800 | $-448 | |||
| APCB | $115943 | 0.06% | 3940 | $-89 | |||
| OBDC Blue Owl Capital Corporation Common Stock | $114135 | 0.06% | 10500 | $-1995 | |||
| SLV | $101326 | 0.05% | 1895 | $84291 | 上涨 ×1 | ||
| IBDW | $98802 | 0.05% | 4741 | $-427 | |||
| EWZ | $96600 | 0.05% | 2800 | $-10892 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $92946 | 0.05% | 160 | $60397 | |||
| IEFA | $87501 | 0.05% | 906 | $5481 | |||
| LMT Lockheed Martin Corporation Common Stock | $85718 | 0.04% | 168 | $34949 | 上涨 ×1 | ||
| TEVA Teva Pharmaceutical Industries Limited American Depositary Shares | $84700 | 0.04% | 2500 | $9400 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $76607 | 0.04% | 136 | $-282691 | 下跌 ×1 | ||
| APIE | $73489 | 0.04% | 1896 | $6654 | |||
| IJH | $60686 | 0.03% | 787 | $7540 | |||
| VB | $54865 | 0.03% | 181 | $-3282 | 下跌 ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $53363 | 0.03% | 1140 | $-23025 | 下跌 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $51153 | 0.03% | 150 | $27105 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $50631 | 0.03% | 525 | 上涨 ×1 | |||
| SDHY PGIM Short Duration High Yield Opportunities Fund Common Shares | $49908 | 0.03% | 3045 | $-28590 | 下跌 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $48762 | 0.03% | 617 | $12298 | 上涨 ×2 | ||
| BIV | $48091 | 0.02% | 627 | $-22065 | 下跌 ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $47704 | 0.02% | 552 | $21870 | 上涨 ×2 | ||
| BLV | $47493 | 0.02% | 689 | $-21012 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $46481 | 0.02% | 142 | $4710 | |||
| IEUR | $45403 | 0.02% | 604 | $11041 | 上涨 ×2 | ||
| PBRA | $43920 | 0.02% | 3000 | $-12330 | |||
| GD General Dynamics Corporation Common Stock | $42509 | 0.02% | 120 | $1323 | |||
| TOST Toast, Inc. Class A Common Stock | $41730 | 0.02% | 1500 | 上涨 ×1 | |||
| DXJ | $41645 | 0.02% | 240 | $3586 | |||
| ADBE Adobe Inc. - Common Stock | $41004 | 0.02% | 200 | $-7612 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $40755 | 0.02% | 347 | $-4313 | 下跌 ×1 | ||
| DIA | $39179 | 0.02% | 75 | $4440 | |||
| XLF XLF | $39135 | 0.02% | 730 | $5070 | 上涨 ×2 | ||
| SOUN SoundHound AI, Inc. - Class A Common Stock | $38820 | 0.02% | 6000 | $11340 | 上涨 ×2 | ||
| FDX FedEx Corporation Common Stock | $37576 | 0.02% | 120 | $-5166 | |||
| VEU | $37018 | 0.02% | 442 | $820 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $36182 | 0.02% | 200 | $3114 | |||
| ANET Arista Networks, Inc. Common Stock | $33976 | 0.02% | 200 | 上涨 ×1 | |||
| IVES | $32385 | 0.02% | 850 | $8271 | |||
| APP Applovin Corporation - Class A Common Stock | $30914 | 0.02% | 60 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $29837 | 0.02% | 180 | $-7405 | |||
| PATH UiPath, Inc. Class A Common Stock | $27175 | 0.01% | 2500 | 上涨 ×1 | |||
| XLV XLV | $25862 | 0.01% | 163 | $2551 | 上涨 ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $25534 | 0.01% | 270 | $2151 | 上涨 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $23334 | 0.01% | 200 | 上涨 ×1 | |||
| SMOG | $21184 | 0.01% | 145 | $1064 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SPMO | $17822728 | 110355 | 9.18% |
| SOXX | $4860165 | 7585 | 2.50% |
| ABBV | $307252 | 1221 | 0.16% |
| NBIS | $147751 | 535 | 0.08% |
| BRKB | $137607 | 275 | 0.07% |
| EMB | $50631 | 525 | 0.03% |
| TOST | $41730 | 1500 | 0.02% |
| ANET | $33976 | 200 | 0.02% |
| APP | $30914 | 60 | 0.02% |
| PATH | $27175 | 2500 | 0.01% |
| PLTR | $23334 | 200 | 0.01% |
| ABT | $12068 | 133 | 0.01% |
| 未知发行人 (CUSIP: 84615Q103) | $11960 | 70 | 0.01% |
| IYT | $10063 | 116 | 0.01% |
| XLB | $9607 | 189 | 0.00% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VOO | 增持 | +6K | +$12.7M |
| VGT | 增持 | +188K | +$8.0M |
| QQQ | 增持 | +1K | +$6.8M |
| QQQM | 增持 | +60 | +$625K |
| IVLU | 削减 | -3K | +$519K |
| SMH | 增持 | +260 | +$507K |
| XLG | 增持 | +5K | +$354K |
| META | 削减 | -492 | -$283K |
| XLK | 增持 | +8 | +$267K |
| SPY | 仅价格变动 | +0 | +$243K |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| SHLD | 2026年6月30日 | 30055 | $2129097 | 不再跟踪 |
| AIRR | 2026年6月30日 | 3190 | $353388 | |
| ITEQ | 2026年3月31日 | 4400 | $255400 | 不再跟踪 |
| BRKB | 2026年3月31日 | 485 | $243785 | 不再跟踪 |
| HEDJ | 2026年3月31日 | 2600 | $137956 | 不再跟踪 |
| BAC | 2026年3月31日 | 2170 | $119350 | 28.1% |
| EUFN | 2026年6月30日 | 2960 | $103156 | |
| FAS | 2026年6月30日 | 859 | $101792 | 不再跟踪 |
| TSLA | 2026年3月31日 | 200 | $89944 | -6.2% |
| RWX | 2026年3月31日 | 2575 | $72100 | 不再跟踪 |
| RKT | 2026年3月31日 | 3630 | $70277 | -1.0% |
| GE | 2026年3月31日 | 212 | $65302 | 22.8% |
| AMLP | 2026年6月30日 | 1206 | $63484 | 不再跟踪 |
| XOM | 2026年6月30日 | 260 | $44112 | 21.7% |
| MU | 2026年6月30日 | 120 | $40541 | -14.7% |
| CHWY | 2026年3月31日 | 1200 | $39660 | -12.3% |
| KWEB | 2026年3月31日 | 1160 | $39498 | 不再跟踪 |
| DIS | 2026年6月30日 | 400 | $38552 | 11.3% |
| C | 2026年3月31日 | 300 | $35007 | 16.2% |
| GEV | 2026年3月31日 | 53 | $34639 | 11.2% |
| KO | 2026年3月31日 | 450 | $31460 | 19.2% |
| INTC | 2026年3月31日 | 850 | $31365 | 108.3% |
| VGK | 2026年6月30日 | 375 | $30911 | 不再跟踪 |
| LOMA | 2026年3月31日 | 2350 | $30433 | -15.4% |
| TGT | 2026年3月31日 | 238 | $23265 | 34.0% |
| GGB | 2026年3月31日 | 6174 | $22782 | 21.9% |
| XLP | 2026年6月30日 | 241 | $19757 | 不再跟踪 |
| LULU | 2026年3月31日 | 80 | $16625 | -23.1% |
| HUM | 2026年3月31日 | 53 | $13575 | 121.5% |
| ROKU | 2026年3月31日 | 100 | $10849 | 66.5% |
| EEMA | 2026年6月30日 | 72 | $6861 | |
| GEHC | 2026年3月31日 | 70 | $5741 | 4.0% |