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Family Management Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Family Management Corp
报告期 2026-03-31 · CIK 0001539947
持仓数
305
前50大市值合计
$622.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 139 项
建仓 13
增持 32
减持 61
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES TR
+$26.5M
464,904
+107%
增持
BIL
SPDR SER TR
+$14.2M
301,014
+107%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.6M
172,617
+68%
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。
建仓
MBB
ISHARES TR
+$6.7M
73,642
清仓
DFIV
DIMENSIONAL ETF TRUST
-$5.5M
0
-100%
减持
HYG
ISHARES TR
-$4.7M
132,000
-31%
减持
DHR
DANAHER CORPORATION
-$4.1M
1,021
-94%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.0M
138,653
-26%
增持
PFE
PFIZER INC
+$3.6M
116,813
+295%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.2M
110,315
-37%
清仓
—
SEAGEN INC
-$3.2M
0
-100%
减持
QUAL
ISHARES TR
-$3.0M
63,530
-26%
建仓
VTV
VANGUARD INDEX FDS
+$2.6M
21,416
清仓
CMI
CUMMINS INC
-$2.6M
0
-100%
增持
GOOGL
ALPHABET INC
-$2.4M
91,831
+1696%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$2.3M
99,839
-58%
清仓
RIO
RIO TINTO PLC
-$1.9M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.6M
19,075
-14%
减持
ITOT
ISHARES TR
-$1.6M
148,291
-7%
建仓
VBR
VANGUARD INDEX FDS
+$1.5M
10,715
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.5M
33,981
建仓
RLTY
COHEN & STEERS REAL ESTATE O
+$1.4M
106,410
减持
MSFT
MICROSOFT CORP
-$1.4M
48,425
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
39,967
+66%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$1.1M
284,527
+89%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.0M
52,571
-12%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$1.0M
5,128
-7%
增持
GSLC
GOLDMAN SACHS ETF TR
+$984.0K
42,426
+57%
建仓
ARCC
ARES CAPITAL CORP
+$960.0K
56,894
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$942.0K
165,383
+140%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$901.0K
48,559
-4%
增持
IGIB
ISHARES TR
+$899.0K
68,383
+45%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$855.0K
203,567
-20%
增持
SPY
SPDR S&P 500 ETF TR
+$819.0K
28,911
+15%
减持
JLS
NUVEEN MORTGAGE AND INCOME F
-$811.0K
13,744
-78%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$776.0K
0
-100%
建仓
WDI
WESTERN ASSET DIVERSIFIED IN
+$685.0K
54,457
建仓
OPFI
OPPFI INC
+$653.0K
283,875
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$647.0K
24,371
+14%
增持
ICSH
ISHARES TR
+$622.0K
206,830
+6%
减持
BX
BLACKSTONE INC
-$617.0K
32,759
-11%
清仓
—
DIGITALBRIDGE GROUP INC
-$601.0K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
+$551.0K
6,036
-1%
减持
FAST
FASTENAL CO
-$505.0K
58,787
-9%
清仓
SNOW
SNOWFLAKE INC
-$464.0K
0
-100%
减持
—
MEDTRONIC PLC
-$440.0K
38,221
-3%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$420.0K
1,346
-29%
减持
IUSV
ISHARES TR
-$416.0K
74,211
-2%
增持
—
GREAT AJAX CORP
-$413.0K
323,770
+9%
清仓
APLE
APPLE HOSPITALITY REIT INC
-$405.0K
0
-100%
清仓
RYN
RAYONIER INC
-$390.0K
0
-100%
减持
V
VISA INC
-$389.0K
18,170
-1%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$382.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$354.0K
41,457
+15%
减持
—
ASML HOLDING N V
-$351.0K
5,737
-0%
增持
SUI
SUN CMNTYS INC
-$349.0K
18,283
+3%
增持
XMUIX
BLACKROCK MUNICIPAL INCOME
+$336.0K
55,590
+147%
减持
—
LYONDELLBASELL INDUSTRIES N
-$334.0K
17,371
-7%
减持
SQ
BLOCK INC
-$330.0K
26,787
-9%
建仓
BCAT
BLACKROCK CAP ALLOCATION TR
+$325.0K
23,870
减持
JPM
JPMORGAN CHASE & CO
-$321.0K
34,717
-1%
减持
DX
DYNEX CAP INC
-$316.0K
48,787
-12%
清仓
BRX
BRIXMOR PPTY GROUP INC
-$312.0K
0
-100%
清仓
EGP
EASTGROUP PPTYS INC
-$306.0K
0
-100%
清仓
AGNC
AGNC INVT CORP
-$306.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$305.0K
0
-100%
清仓
ELS
EQUITY LIFESTYLE PPTYS INC
-$295.0K
0
-100%
清仓
DMO
WESTERN ASSET MTG DEFINED OP
-$294.0K
0
-100%
建仓
—
BIOCARDIA INC
+$276.0K
142,186
建仓
DBRG
DIGITALBRIDGE GROUP INC
+$260.0K
20,761
减持
MFA
MFA FINL INC
-$254.0K
84,170
-0%
清仓
QQQ
INVESCO QQQ TR
-$249.0K
0
-100%
减持
SHOP
SHOPIFY INC
-$247.0K
39,813
-6%
清仓
META
META PLATFORMS INC
-$227.0K
0
-100%
清仓
NOW
SERVICENOW INC
-$223.0K
0
-100%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$216.0K
121,248
-6%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$211.0K
0
-100%
清仓
SHEL
SHELL PLC
-$207.0K
0
-100%
清仓
INTC
INTEL CORP
-$206.0K
0
-100%
清仓
DOW
DOW INC
-$205.0K
0
-100%
增持
—
NUVEEN PFD & INCOME SECS FD
+$205.0K
210,460
+30%
清仓
TRV
TRAVELERS COMPANIES INC
-$204.0K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$201.0K
15,409
+32%
增持
SHW
SHERWIN WILLIAMS CO
-$199.0K
20,158
+4%
减持
PMT
PENNYMAC MTG INVT TR
-$199.0K
20,497
-36%
减持
OWL
BLUE OWL CAPITAL INC
-$196.0K
146,146
-5%
减持
NFE
NEW FORTRESS ENERGY INC
+$194.0K
58,399
-2%
减持
RMI
RIVERNORTH OPPORTUNISTIC MUN
-$172.0K
36,940
-14%
减持
DIS
DISNEY WALT CO
-$164.0K
34,519
-5%
清仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$159.0K
0
-100%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$158.0K
13,928
减持
IIM
INVESCO VALUE MUN INCOME TR
-$142.0K
52,530
-10%
减持
FAF
FIRST AMERN FINL CORP
-$141.0K
18,877
-1%
减持
IVV
ISHARES TR
-$138.0K
5,866
-1%
增持
MINT
PIMCO ETF TR
+$134.0K
60,550
+3%
减持
SUSA
ISHARES TR
-$132.0K
1,731
-47%
减持
MYFW
FIRST WESTN FINL INC
-$124.0K
38,336
-3%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$122.0K
43,390
-10%
减持
IQI
INVESCO QUALITY MUN INCOME T
-$117.0K
17,262
-36%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$116.0K
29,480
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$110.0K
6,453
-3%
减持
UMH
UMH PPTYS INC
-$97.0K
10,694
-30%
增持
HD
HOME DEPOT INC
+$96.0K
24,541
+1%
减持
AAPL
APPLE INC
-$91.0K
92,813
-2%
增持
GOOG
ALPHABET INC
-$91.0K
5,780
+1853%
减持
KO
COCA COLA CO
-$82.0K
9,159
-3%
减持
WMT
WALMART INC
+$77.0K
38,096
-5%
减持
IJR
ISHARES TR
-$75.0K
13,890
-0%
减持
NKE
NIKE INC
-$73.0K
3,194
-3%
减持
AMZN
AMAZON COM INC
+$71.0K
93,362
-5%
增持
SCHX
SCHWAB STRATEGIC TR
-$70.0K
30,617
+0%
清仓
—
PAYSAFE LIMITED
-$67.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$53.0K
866
-4%
减持
UNP
UNION PAC CORP
-$51.0K
1,821
-4%
减持
BEAM
BEAM THERAPEUTICS INC
+$50.0K
5,690
-0%
减持
CVX
CHEVRON CORP NEW
-$46.0K
18,398
-1%
增持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$45.0K
52,483
+4%
减持
WBD
WARNER BROS DISCOVERY INC
-$42.0K
15,002
-7%
减持
—
CHUBB LIMITED
-$42.0K
1,573
-6%
减持
AMGN
AMGEN INC
-$40.0K
1,659
-2%
减持
PEP
PEPSICO INC
-$39.0K
3,529
-4%
清仓
XOP
SPDR SER TR
-$37.0K
0
-100%
增持
ICLN
ISHARES TR
+$33.0K
2,131
+415%
建仓
KINS
KINGSTONE COS INC
+$27.0K
10,000
减持
MO
ALTRIA GROUP INC
-$23.0K
7,667
-4%
减持
ERII
ENERGY RECOVERY INC
+$22.0K
26,800
-7%
减持
BAC
BK OF AMERICA CORP
-$20.0K
6,797
-6%
增持
—
EXXON MOBIL CORP
+$17.0K
2,742
+6%
增持
ARKK
ARK ETF TR
-$17.0K
13,233
+2%
增持
VTI
VANGUARD INDEX FDS
-$16.0K
2,933
+2%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$14.0K
0
-100%
增持
SHY
ISHARES TR
+$12.0K
857
+23%
增持
MRK
MERCK & CO INC
-$7.0K
3,103
+3%
清仓
SHM
SPDR SER TR
-$7.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$5.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.0K
1,144
+1%
清仓
JNK
SPDR SER TR
-$3.0K
0
-100%
清仓
EFA
ISHARES TR
-$2.0K
0
-100%
清仓
EMB
ISHARES TR
-$1.0K
0
-100%
