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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 32
增持 43
减持 58
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SHY
ISHARES TR
+$26.3M
325,134
+37839%
减持
BIL
SPDR SER TR
-$11.2M
178,866
-41%
增持
IJR
ISHARES TR
+$9.4M
112,615
+711%
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。
清仓
HYG
ISHARES TR
-$9.4M
0
-100%
清仓
MBB
ISHARES TR
-$6.7M
0
-100%
增持
SHV
ISHARES TR
+$4.8M
509,153
+10%
减持
SPY
SPDR S&P 500 ETF TR
-$4.7M
14,841
-49%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.6M
184,126
+7%
减持
MINT
PIMCO ETF TR
-$4.0M
20,060
-67%
减持
AMZN
AMAZON COM INC
-$3.5M
83,984
-10%
增持
UNP
UNION PAC CORP
+$3.0M
16,066
+782%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.6M
102,704
-26%
增持
QUAL
ISHARES TR
+$2.5M
79,982
+26%
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.3M
69,213
+63%
减持
VTV
VANGUARD INDEX FDS
-$2.2M
3,475
-84%
建仓
EFA
ISHARES TR
+$2.0M
30,768
增持
V
VISA INC
+$2.0M
25,000
+38%
建仓
CRBG
COREBRIDGE FINL INC
+$2.0M
97,943
建仓
QQQ
INVESCO QQQ TR
+$1.9M
7,154
建仓
ICF
ISHARES TR
+$1.8M
32,853
清仓
VBR
VANGUARD INDEX FDS
-$1.5M
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
清仓
SQ
BLOCK INC
-$1.5M
0
-100%
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$1.3M
108,477
减持
OWL
BLUE OWL CAPITAL INC
-$1.2M
10,059
-93%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$1.2M
115,147
+727%
清仓
SHOP
SHOPIFY INC
-$1.1M
0
-100%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$1.0M
27,731
-72%
减持
JPM
JPMORGAN CHASE & CO
+$1.0M
34,623
-0%
减持
GOOGL
ALPHABET INC
-$996.0K
88,269
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$985.3K
24,258
-0%
建仓
—
ABRDN ASIA PACIFIC INCOME FU
+$966.2K
367,375
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$947.3K
2,859
减持
HD
HOME DEPOT INC
+$901.2K
24,293
-1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$880.5K
1,396
+4%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$875.1K
258
-98%
清仓
FAF
FIRST AMERN FINL CORP
-$870.0K
0
-100%
减持
AAPL
APPLE INC
-$854.2K
92,148
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$840.7K
47,718
-2%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$836.6K
144,747
-29%
减持
PFE
PFIZER INC
+$736.6K
114,141
-2%
减持
DIS
DISNEY WALT CO
-$697.0K
29,455
-15%
清仓
VUSB
VANGUARD BD INDEX FDS
-$587.0K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
+$586.4K
19,860
-1%
增持
JNJ
JOHNSON & JOHNSON
+$581.6K
41,628
+0%
减持
CVX
CHEVRON CORP NEW
+$556.0K
17,823
-3%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$487.7K
87,522
-28%
减持
NVDA
NVIDIA CORPORATION
+$470.3K
36,419
-9%
减持
BX
BLACKSTONE INC
-$444.6K
30,967
-5%
减持
WMT
WALMART INC
+$430.6K
37,884
-1%
减持
SUI
SUN CMNTYS INC
-$407.8K
14,449
-21%
增持
MSFT
MICROSOFT CORP
+$384.7K
48,631
+0%
减持
ITOT
ISHARES TR
-$380.6K
134,604
-9%
增持
NRK
NUVEEN NEW YORK AMT QLT MUNI
+$374.1K
86,660
+65%
减持
—
MEDTRONIC PLC
-$369.8K
34,948
-9%
减持
—
ASML HOLDING N V
+$340.3K
4,984
-13%
清仓
BCAT
BLACKROCK CAP ALLOCATION TR
-$325.0K
0
-100%
建仓
IWM
ISHARES TR
+$323.3K
1,854
增持
IGIB
ISHARES TR
+$313.9K
73,034
+7%
减持
AXP
AMERICAN EXPRESS CO
+$282.0K
22,186
-0%
清仓
BEAM
BEAM THERAPEUTICS INC
-$271.0K
0
-100%
建仓
VKQ
INVESCO MUNICIPAL TRUST
+$270.3K
27,300
减持
—
GREAT AJAX CORP
-$267.4K
298,568
-8%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$265.1K
2,579
建仓
LRGE
LEGG MASON ETF INVT TR
+$261.8K
6,414
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$260.0K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$251.7K
28,421
-4%
建仓
TSLA
TESLA INC
+$246.4K
2,000
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$244.0K
132,715
-20%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$242.2K
5,771
清仓
PMT
PENNYMAC MTG INVT TR
-$241.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$237.9K
18,206
-5%
建仓
XMYDX
BLACKROCK MUNIYIELD FD INC
+$233.9K
22,473
增持
—
EXXON MOBIL CORP
+$230.5K
4,266
+56%
建仓
TRV
TRAVELERS COMPANIES INC
+$226.7K
1,209
建仓
SHEL
SHELL PLC
+$225.8K
3,964
建仓
MLCO
MELCO RESORTS AND ENTMNT LTD
+$223.7K
19,450
清仓
JLS
NUVEEN MORTGAGE AND INCOME F
-$221.0K
0
-100%
增持
ARCC
ARES CAPITAL CORP
+$219.0K
63,834
+12%
建仓
NVO
NOVO-NORDISK A S
+$216.4K
1,599
清仓
QCOM
QUALCOMM INC
-$214.0K
0
-100%
减持
XMUIX
BLACKROCK MUNICIPAL INCOME
-$213.2K
34,495
-38%
建仓
WFC
WELLS FARGO CO NEW
+$209.5K
5,073
增持
—
NUVEEN PFD & INCOME SECS FD
+$208.1K
233,987
+11%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$200.1K
4,556
减持
IUSV
ISHARES TR
+$197.9K
68,582
-8%
减持
MFA
MFA FINL INC
-$194.5K
46,750
-44%
增持
PG
PROCTER AND GAMBLE CO
+$190.3K
4,878
+12%
增持
IVV
ISHARES TR
+$188.6K
5,967
+2%
减持
ICSH
ISHARES TR
-$182.9K
203,060
-2%
增持
WDI
WESTERN ASSET DIVERSIFIED IN
+$180.8K
68,170
+25%
减持
IIM
INVESCO VALUE MUN INCOME TR
-$179.3K
35,330
-33%
建仓
XEMDX
WESTERN ASSET EMERGING MKTS
+$175.6K
19,273
建仓
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$175.3K
17,635
建仓
SPYV
SPDR SER TR
+$174.7K
4,491
清仓
UMH
UMH PPTYS INC
-$173.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$170.7K
3,038
+52%
增持
NKE
NIKE INC
+$162.0K
3,649
+14%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$159.9K
284,548
+0%
清仓
IQI
INVESCO QUALITY MUN INCOME T
-$158.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$154.8K
6,224
+7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$153.8K
107,304
-3%
减持
REGN
REGENERON PHARMACEUTICALS
+$150.0K
5,971
-1%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$148.1K
13,214
建仓
GBDC
GOLUB CAP BDC INC
+$144.3K
10,965
建仓
XLF
SELECT SECTOR SPDR TR
+$143.5K
4,195
减持
—
INSEEGO CORP
-$134.8K
27,552
-64%
增持
IJH
ISHARES TR
+$125.5K
982
+92%
减持
ARKK
ARK ETF TR
-$117.2K
12,222
-8%
减持
NFE
NEW FORTRESS ENERGY INC
-$111.0K
57,567
-1%
增持
DX
DYNEX CAP INC
+$108.8K
53,205
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$104.8K
904
+4%
增持
MRK
MERCK & CO INC
+$100.9K
3,316
+7%
增持
BAC
BANK AMERICA CORP
+$97.4K
9,131
+34%
清仓
SPTS
SPDR SER TR
-$96.0K
0
-100%
建仓
XBI
SPDR SER TR
+$95.5K
1,150
增持
—
CHUBB LIMITED
+$88.1K
1,696
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$85.5K
30,621
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$81.5K
48,591
-8%
增持
PFF
ISHARES TR
+$79.6K
2,903
+901%
减持
ERII
ENERGY RECOVERY INC
-$74.8K
24,800
-7%
增持
AMGN
AMGEN INC
+$74.6K
1,708
+3%
增持
VTI
VANGUARD INDEX FDS
+$66.7K
3,100
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$64.0K
1,211
+6%
减持
RLTY
COHEN & STEERS REAL ESTATE O
-$56.3K
101,385
-5%
减持
—
LYONDELLBASELL INDUSTRIES N
+$55.7K
16,424
-5%
增持
MCD
MCDONALDS CORP
+$55.4K
1,007
+10%
减持
IGSB
ISHARES TR
-$54.4K
2,300
-33%
减持
DUK
DUKE ENERGY CORP NEW
+$51.3K
6,324
-2%
减持
RMI
RIVERNORTH OPPORTUNISTIC MUN
-$51.1K
32,106
-13%
减持
PEP
PEPSICO INC
+$47.6K
3,452
-2%
增持
GOOG
ALPHABET INC
+$44.8K
6,771
+17%
增持
AEP
AMERICAN ELEC PWR CO INC
+$41.6K
3,061
+6%
建仓
XLK
SELECT SECTOR SPDR TR
+$41.6K
334
减持
MO
ALTRIA GROUP INC
+$37.5K
7,603
-1%
增持
MUB
ISHARES TR
+$36.9K
2,624
+12%
减持
FAST
FASTENAL CO
+$36.3K
57,974
-1%
减持
DHR
DANAHER CORPORATION
-$35.7K
860
-16%
增持
VOO
VANGUARD INDEX FDS
+$32.1K
151
+140%
减持
WBD
WARNER BROS DISCOVERY INC
-$32.0K
14,876
-1%
减持
ARKG
ARK ETF TR
-$28.4K
1,722
-27%
增持
NEE
NEXTERA ENERGY INC
+$25.4K
4,801
+0%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$22.2K
400
增持
—
BIOCARDIA INC
+$21.4K
142,300
+0%
减持
KO
COCA COLA CO
+$18.8K
8,361
-9%
建仓
IWB
ISHARES TR
+$15.8K
75
减持
—
MAIDEN HOLDINGS LTD
-$15.4K
60,000
-9%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$14.5K
372
建仓
—
WELLS FARGO CO NEW
+$11.8K
10
增持
BGB
BLACKSTONE STRATEGIC CREDIT
+$9.9K
25,986
+4%
