IF

Independent Family Office, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$2.4亿

申报季度: 2026-03-31 · 持股只数: 90

Independent Family Office, LLC在最新一期 13F 报告中披露了 90 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 11.6%。

机构性格雪花图

集中度
23
持仓稳定性
11.6
动能／逆势
100
行业集中度
99.96
多样化
100
仓位均衡度
79.45

近期动向

  • 减仓 PTC

    -4.6%　-US$455.1万

  • 减仓 TOST

    0.0%　-US$225.0万

  • 减仓 SPY

    -0.0%　-US$146.4万

  • 加仓 IAU

    -3.4%　US$153.7万

  • 加仓 TSM

    +19.0%　US$85.4万

  • 加仓 VEA

    +7.5%　US$68.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IAUIshares Gold TrustETF-避险与商品13.56%+0.45%-3.42%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长12.37%-0.79%-0.02%
3IWDIshares Russell 1000 Value EETF-其他7.44%-0.19%-2.58%
4PTCPtc INC股票-科技6.66%-2.00%-4.58%
5VOOVanguard S&p 500 ETFETF-大型股与成长6.40%+0.10%+8.14%
6GLDSpdr Gold SharesETF-避险与商品4.81%-0.12%-8.86%
7IWMIshares Russell 2000 ETFETF-中小型股3.37%——
8INFLHorizon Kinetics Infl BenefETF-其他3.21%+0.22%-7.05%
9VEAVanguard Ftse Developed ETFETF-其他3.01%+0.24%+7.51%
10TOSTToast Inc-class A股票-科技2.73%-0.98%—
11IWNIshares Russell 2000 Value EETF-中小型股2.68%+0.06%-0.56%
12BRK-BBerkshire Hathaway Inc-cl B股票-其他2.41%+0.04%+8.02%
13VIGVanguard Dividend Apprec ETFETF-其他2.19%-0.08%—
14DCREDbl Comm Real Est DebtETF-其他1.56%—+5.60%
15TSMTaiwan Semiconductor-sp Adr股票-科技1.44%+0.34%+19.01%
16IJRIshares Core S&p Small-cap EETF-中小型股1.16%+0.09%+6.52%
17GDXVaneck Gold Miners ETFETF-避险与商品1.00%+0.04%-1.03%
18AAPLApple INC股票-科技0.94%+0.07%+17.35%
19STIPIshares 0-5 Year Tips Bond EETF-其他0.88%—+2.49%
20TIPIshares Tips Bond ETFETF-其他0.75%——
21PHYSSprott Physical Gold Trust股票-其他0.75%+0.04%—
22SHWSherwin-williams Co/the股票-原材料0.74%—-0.99%
23SMGScotts Miracle-gro Co股票-原材料0.73%——
24MSFTMicrosoft CORP股票-科技0.72%-0.24%-0.57%
25GOOGAlphabet Inc-cl C股票-通信服务0.71%—+11.05%
26IEOIshares U.s. Oil & Gas ExploETF-其他0.66%+0.18%—
27GBDCGolub Capital Bdc INC股票-金融0.62%+0.62%NEW
28GOOGLAlphabet Inc-cl A股票-通信服务0.61%+0.15%+47.53%
29IJHIshares Core S&p Midcap ETFETF-其他0.61%——
30VPUVanguard Utilities ETFETF-其他0.61%——
31BRK-ABerkshire Hathaway Inc-cl A股票-其他0.59%——
32RLYSs Multi-asset Real Ret ETFETF-其他0.59%+0.07%—
33IBITIshares Bitcoin Trust ETFETF-加密货币0.54%-0.16%+3.04%
34VDCVanguard Consumer Staple ETFETF-其他0.52%——
35VXUSVanguard Total Intl StockETF-其他0.50%——
36IJSIshares S&p Small-cap 600 VaETF-其他0.49%——
37EEMIshares Msci Emerging MarketETF-新兴市场0.48%——
38SHYIshares 1-3 Year Treasury BoETF-政府公债0.47%—-1.60%
39TMOThermo Fisher Scientific INC股票-医疗保健0.46%-0.09%—
40PKWInvesco Buyback Achievers EtETF-其他0.45%——
41IVVIshares Core S&p 500 ETFETF-大型股与成长0.42%——
42COSTCostco Wholesale CORP股票-非周期性消费0.42%+0.19%+60.75%
43AEMAgnico Eagle Mines LTD股票-原材料0.36%+0.06%—
44BSVVanguard Short-term Bond ETFETF-其他0.34%-0.12%-24.45%
45METAMeta Platforms Inc-class A股票-通信服务0.33%+0.17%+138.98%
46CDECoeur Mining INC股票-原材料0.32%+0.32%NEW
47AMZNAmazon.com INC股票-周期性消费0.30%+0.17%+166.05%
48CEFSprott Physical Gold And Sil股票-其他0.30%——
49NVDANvidia CORP股票-科技0.27%+0.27%NEW
50EFAIshares Msci Eafe ETFETF-其他0.27%—-6.22%
1–50 of 90

本季持股变动

Independent Family Office, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Golub Capital Bdc INC (GBDC); 新建仓: Coeur Mining INC (CDE); 清仓: New Gold INC (NGDN); 新建仓: Nvidia CORP (NVDA); 新建仓: Emcor Group INC (EME).

Independent Family Office, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IAUIshares Gold Trust+0.5%-3.42%减仓
2TSMTaiwan Semiconductor-sp Adr+0.3%+19.01%加仓
3VEAVanguard Ftse Developed ETF+0.2%+7.51%加仓
4INFLHorizon Kinetics Infl Benef+0.2%-7.05%减仓
5COSTCostco Wholesale CORP+0.2%+60.75%加仓
6IEOIshares U.s. Oil & Gas Explo+0.2%—不变
7AMZNAmazon.com INC+0.2%+166.05%加仓
8METAMeta Platforms Inc-class A+0.2%+138.98%加仓
9GOOGLAlphabet Inc-cl A+0.2%+47.53%加仓
10MNSTMonster Beverage CORP+0.1%+134.96%加仓
11VOOVanguard S&p 500 ETF+0.1%+8.14%加仓
12IJRIshares Core S&p Small-cap E+0.1%+6.52%加仓
13PGRProgressive CORP+0.1%+124.35%加仓
14AAPLApple INC+0.1%+17.35%加仓
15RLYSs Multi-asset Real Ret ETF+0.1%—不变
16IWNIshares Russell 2000 Value E+0.1%-0.56%减仓
17AEMAgnico Eagle Mines LTD+0.1%—不变
18BRK-BBerkshire Hathaway Inc-cl B0%+8.02%加仓
19GDXVaneck Gold Miners ETF0%-1.03%减仓
20PHYSSprott Physical Gold Trust0%—不变
21JNJJohnson & Johnson0%+17.25%加仓
22JPMJpmorgan Chase & Co-0.1%-7.95%减仓
23AXPAmerican Express Co-0.1%—不变
24VIGVanguard Dividend Apprec ETF-0.1%—不变
25TMOThermo Fisher Scientific INC-0.1%—不变
26BSVVanguard Short-term Bond ETF-0.1%-24.45%减仓
27GLDSpdr Gold Shares-0.1%-8.86%减仓
28IBITIshares Bitcoin Trust ETF-0.2%+3.04%加仓
29IWDIshares Russell 1000 Value E-0.2%-2.58%减仓
30MSFTMicrosoft CORP-0.2%-0.57%减仓
31SPYSs Spdr S&p 500 ETF Trust-us-0.8%-0.02%减仓
32TOSTToast Inc-class A-1%—不变
33PTCPtc INC-2%-4.58%减仓
34GBDCGolub Capital Bdc INC—NEW新建仓
35CDECoeur Mining INC—NEW新建仓
36NGDNNew Gold INC—EXIT清仓
37NVDANvidia CORP—NEW新建仓
38EMEEmcor Group INC—NEW新建仓
39ANETArista Networks INC—NEW新建仓
40ISRGIntuitive Surgical INC—NEW新建仓
41SNPSSynopsys INC—NEW新建仓
42CMGChipotle Mexican Grill INC—NEW新建仓
43VVisa Inc-class A Shares—NEW新建仓
44NVONovo-nordisk A/s-spons Adr—NEW新建仓
45AGGIshares Core U.s. Aggregate—EXIT清仓
46TSCOTractor Supply Company—NEW新建仓
47MAMastercard INC - A—NEW新建仓
48BKNGBooking Holdings INC—NEW新建仓
49AMPAmeriprise Financial INC—EXIT清仓
50XOMExxon Mobil CORP—NEW新建仓

FAQ

Independent Family Office, LLC 是什么机构？属于哪种投资人类型？
Independent Family Office, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 90 个已申报仓位之中。
Independent Family Office, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Independent Family Office, LLC 按市值排列的前几大持股为： 1. Ishares Gold Trust (IAU) — US$3294.1万 (13.6%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3005.4万 (12.4%) 3. Ishares Russell 1000 Value E (IWD) — US$1809.0万 (7.4%) 4. Ptc INC (PTC) — US$1618.0万 (6.7%) 5. Vanguard S&p 500 ETF (VOO) — US$1555.5万 (6.4%)
Independent Family Office, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Independent Family Office, LLC 共进行了 42 项显著调整：新建仓 14 个仓位、加仓 14 个既有持股、减仓 11 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Golub Capital Bdc INC (GBDC); 新建仓: Coeur Mining INC (CDE); 清仓: New Gold INC (NGDN); 新建仓: Nvidia CORP (NVDA); 新建仓: Emcor Group INC (EME)
Independent Family Office, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Independent Family Office, LLC 的主要板块分布如下： • Information Technology: 53.6% • Financials: 16.0% • Materials: 10.0% • Communication Services: 7.4% • Health Care: 4.8% • Consumer Staples: 3.6%