Standard Family Office LLC
投资组合价值同比（季度）：+17.6% 13F不披露现金
前十大持仓权重98.33%
前二十五大持仓权重99.81%
持仓高于 1%3
有效持仓数量1.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.0% 估计买入 $3286294 · 卖出 $0
中位数持有期：6.0 季度 跟踪时间 Q1 2025–Q2 2026 · 100.0% 仍持有
新仓位0
增加2
减少0
已结清0
投资组合价值
$113.8M
持仓
31
截至
2026年6月30日 数据截至 Q2 2026
与标普500指数的表现对比
追踪时间 Q1 2025–Q2 2026
+35.2%
标普500指数同期总回报率
+37.0%
超额回报
-1.8%
年化：+27.3% · 标普500指数：+28.7%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
行业细分
完整投资组合 31 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $88595743 | 77.87% | 128996 | $11514183 | |||
| VWO | $11922898 | 10.48% | 199747 | $1126573 | |||
| RSP | $8472501 | 7.45% | 39820 | $3666824 | 上涨 ×1 | ||
| XLK | $664534 | 0.58% | 3488 | $200979 | |||
| AAPL | $577563 | 0.51% | 1996 | $70998 | |||
| IWP | $483153 | 0.42% | 3300 | $60357 | |||
| NVDA | $400180 | 0.35% | 2000 | $51380 | |||
| GOOG | $312344 | 0.27% | 884 | $58760 | |||
| MSFT | $229780 | 0.20% | 616 | $1755 | |||
| V | $209971 | 0.18% | 612 | $25000 | |||
| AMZN | $204972 | 0.18% | 860 | $25860 | |||
| IWF | $188738 | 0.17% | 1520 | $26706 | 上涨 ×1 | ||
| JPM | $188542 | 0.17% | 576 | $19106 | |||
| SPY | $156822 | 0.14% | 210 | $20251 | |||
| UNH | $134664 | 0.12% | 324 | $46993 | |||
| UNP | $117504 | 0.10% | 432 | $12692 | |||
| HD | $104393 | 0.09% | 296 | $7042 | |||
| AFL | $86296 | 0.08% | 736 | $5549 | |||
| ABBV | $81531 | 0.07% | 324 | $11064 | |||
| ECL | $76896 | 0.07% | 276 | $3474 | |||
| BRK-B | $74058 | 0.07% | 148 | $3136 | |||
| TMO | $72196 | 0.06% | 144 | $1416 | |||
| ORCL | $69758 | 0.06% | 476 | $-266 | |||
| VNQ | $67887 | 0.06% | 704 | $5442 | |||
| JNJ | $66032 | 0.06% | 260 | $2478 | |||
| GS | $60682 | 0.05% | 60 | $9923 | |||
| COF | $53766 | 0.05% | 268 | $4875 | |||
| CVS | $50484 | 0.04% | 488 | $15436 | |||
| ABT | $24681 | 0.02% | 272 | $-3245 | |||
| CMCSA | $20720 | 0.02% | 844 | $-3511 | |||
| VSNT | $1188 | 0.00% | 33 | $-34 | |||
| 无匹配项 | |||||||