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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 145 项
建仓 13
增持 25
减持 73
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ETF TR
+$20.5M
226,719
+1030%
建仓
IEI
ISHARES TR
+$18.4M
156,034
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$9.5M
119,722
-35%
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。
增持
SHV
ISHARES TR
+$8.8M
586,394
+15%
增持
QUAL
ISHARES TR
+$8.2M
139,476
+74%
减持
SHY
ISHARES TR
-$7.8M
225,755
-31%
清仓
IGIB
ISHARES TR
-$3.6M
0
-100%
减持
AAPL
APPLE INC
+$2.9M
90,098
-2%
建仓
RSEE
COLLABORATIVE INVESTMNT SER
+$2.7M
109,641
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$2.7M
18,541
-93%
清仓
NFE
NEW FORTRESS ENERGY INC
-$2.4M
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$2.3M
6,295
减持
NVDA
NVIDIA CORPORATION
+$2.2M
27,107
-26%
增持
LMT
LOCKHEED MARTIN CORP
+$2.2M
5,516
+510%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.2M
27,134
-43%
减持
BX
BLACKSTONE INC
-$2.0M
2,870
-91%
减持
SUI
SUN CMNTYS INC
-$1.8M
1,745
-88%
减持
ICF
ISHARES TR
-$1.7M
1,040
-97%
增持
BIL
SPDR SER TR
+$1.6M
195,746
+9%
建仓
SO
SOUTHERN CO
+$1.6M
22,817
减持
MSFT
MICROSOFT CORP
+$1.4M
45,469
-7%
增持
GOOGL
ALPHABET INC
+$1.4M
88,553
+0%
减持
ICSH
ISHARES TR
-$1.4M
175,317
-14%
减持
EFA
ISHARES TR
-$1.3M
9,638
-69%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$1.3M
0
-100%
减持
PFE
PFIZER INC
-$1.3M
111,168
-3%
增持
AMGN
AMGEN INC
+$1.3M
7,134
+318%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$1.3M
22,275
-83%
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.3M
9,897
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$1.2M
15,119
-87%
建仓
MTB
M & T BK CORP
+$1.2M
9,843
增持
IJR
ISHARES TR
+$1.1M
122,096
+8%
清仓
DLY
DOUBLELINE YIELD OPPORTUNITI
-$1.1M
0
-100%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$966.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$955.0K
41,281
-1%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$947.3K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$921.6K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$906.2K
76,033
+10%
减持
QQQ
INVESCO QQQ TR
-$878.0K
3,200
-55%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$863.9K
1,416
+1%
增持
REGN
REGENERON PHARMACEUTICALS
+$861.1K
6,291
+5%
减持
HD
HOME DEPOT INC
-$811.4K
23,251
-4%
增持
—
ASML HOLDING N V
+$796.0K
5,170
+4%
减持
ITOT
ISHARES TR
-$762.4K
117,638
-13%
清仓
TD
TORONTO DOMINION BK ONT
-$680.0K
0
-100%
清仓
DX
DYNEX CAP INC
-$676.8K
0
-100%
增持
ARKK
ARK ETF TR
+$556.5K
23,260
+90%
建仓
IWF
ISHARES TR
+$543.1K
2,223
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$540.9K
32,949
-62%
减持
WDI
WESTERN ASSET DIVERSIFIED IN
-$539.0K
24,565
-64%
增持
DIS
DISNEY WALT CO
+$532.0K
30,870
+5%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$527.5K
106,529
-26%
清仓
RMI
RIVERNORTH OPPORTUNISTIC MUN
-$524.9K
0
-100%
减持
IUSV
ISHARES TR
-$507.5K
58,775
-14%
减持
CRBG
COREBRIDGE FINL INC
-$460.6K
93,893
-4%
清仓
MFA
MFA FINL INC
-$460.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$439.8K
14,938
+1%
减持
RLTY
COHEN & STEERS REAL ESTATE O
-$432.6K
69,708
-31%
减持
IVV
ISHARES TR
-$415.9K
4,565
-23%
减持
CVX
CHEVRON CORP NEW
-$414.7K
17,065
-4%
增持
—
NUVEEN PFD & INCOME SECS FD
+$403.4K
308,746
+32%
减持
SHW
SHERWIN WILLIAMS CO
-$377.1K
19,292
-3%
减持
AXP
AMERICAN EXPRESS CO
+$374.2K
22,141
-0%
减持
V
VISA INC
+$348.3K
24,582
-2%
减持
FAST
FASTENAL CO
+$331.1K
56,998
-2%
清仓
IWM
ISHARES TR
-$323.3K
0
-100%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$306.3K
17,000
清仓
VKQ
INVESCO MUNICIPAL TRUST
-$270.3K
0
-100%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$265.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$260.7K
33,629
-3%
建仓
TDS
TELEPHONE & DATA SYS INC
+$259.9K
24,729
减持
MUB
ISHARES TR
-$246.3K
284
-89%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$242.2K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$234.1K
17,018
+4%
清仓
DHR
DANAHER CORPORATION
-$228.3K
0
-100%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$227.3K
5,116
清仓
TRV
TRAVELERS COMPANIES INC
-$226.7K
0
-100%
减持
—
GREAT AJAX CORP
-$217.0K
295,986
-1%
减持
XMUIX
BLACKROCK MUNICIPAL INCOME
-$216.8K
14,898
-57%
建仓
USMV
ISHARES TR
+$214.4K
2,948
清仓
WFC
WELLS FARGO CO NEW
-$209.5K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$209.4K
17,851
-2%
减持
UNP
UNION PAC CORP
-$206.7K
15,503
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$192.1K
23,646
-3%
清仓
XEMDX
WESTERN ASSET EMERGING MKTS
-$175.6K
0
-100%
清仓
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$175.3K
0
-100%
增持
—
MEDTRONIC PLC
+$157.7K
35,647
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$151.1K
109,901
+2%
清仓
MYI
BLACKROCK MUNIYIELD QUALITY
-$148.1K
0
-100%
减持
—
BIOCARDIA INC
-$146.3K
77,500
-46%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$144.4K
4,780
+4%
清仓
XLF
SELECT SECTOR SPDR TR
-$143.5K
0
-100%
减持
NAZ
NUVEEN ARIZONA QLTY MUN INC
-$130.0K
20,991
-36%
清仓
—
MAIDEN HOLDINGS LTD
-$126.6K
0
-100%
减持
—
CHUBB LIMITED
-$124.8K
1,284
-24%
减持
BGB
BLACKSTONE STRATEGIC CRED 20
-$119.8K
14,570
-44%
减持
VZ
VERIZON COMMUNICATIONS INC
-$119.1K
46,166
-5%
清仓
IGSB
ISHARES TR
-$114.6K
0
-100%
减持
—
BLACKROCK MUNIHLDGS NY QLTY
-$113.6K
15,282
-43%
减持
UNH
UNITEDHEALTH GROUP INC
-$113.2K
1,119
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$113.1K
5,579
-12%
增持
GOOG
ALPHABET INC
+$111.7K
6,851
+1%
减持
AMZN
AMAZON COM INC
-$110.0K
67,235
-20%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$107.6K
14,750
-43%
清仓
OWL
BLUE OWL CAPITAL INC
-$106.6K
0
-100%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$104.6K
12,029
-46%
增持
IYW
ISHARES TR
+$100.5K
3,860
+12%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$95.7K
32,636
-18%
减持
SCHX
SCHWAB STRATEGIC TR
-$93.3K
26,654
-13%
减持
KO
COCA COLA CO
-$84.2K
7,217
-14%
减持
NEE
NEXTERA ENERGY INC
-$82.2K
4,141
-14%
减持
PG
PROCTER AND GAMBLE CO
-$81.1K
4,427
-9%
减持
PFF
ISHARES TR
-$79.6K
290
-90%
减持
BAC
BANK AMERICA CORP
-$77.7K
7,856
-14%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$71.4K
102,239
-0%
减持
MO
ALTRIA GROUP INC
-$66.0K
6,309
-17%
减持
MCD
MCDONALDS CORP
-$60.1K
734
-27%
减持
TSLA
TESLA INC
+$51.6K
1,436
-28%
减持
MRK
MERCK & CO INC
-$49.8K
2,990
-10%
增持
KKR
KKR & CO INC
+$42.7K
6,118
+2%
清仓
XLK
SELECT SECTOR SPDR TR
-$41.6K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$41.1K
27,564
-3%
减持
PEP
PEPSICO INC
-$35.2K
3,228
-6%
减持
NKE
NIKE INC
-$32.3K
3,218
-12%
减持
VTV
VANGUARD INDEX FDS
-$31.7K
3,302
-5%
减持
VOO
VANGUARD INDEX FDS
-$29.4K
63
-58%
增持
GBDC
GOLUB CAP BDC INC
+$28.9K
12,776
+17%
减持
ARCC
ARES CAPITAL CORP
-$27.8K
62,995
-1%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$24.8K
455
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$22.2K
0
-100%
减持
EQIX
EQUINIX INC
-$21.7K
326
-17%
减持
WMT
WALMART INC
+$18.6K
36,556
-4%
清仓
IWB
ISHARES TR
-$15.8K
0
-100%
减持
SUSA
ISHARES TR
-$15.3K
1,449
-16%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$14.5K
0
-100%
增持
IJH
ISHARES TR
+$13.1K
1,002
+2%
清仓
—
WELLS FARGO CO NEW
-$11.8K
0
-100%
减持
—
EXXON MOBIL CORP
-$10.8K
4,192
-2%
清仓
XLC
SELECT SECTOR SPDR TR
-$9.8K
0
-100%
减持
SPYV
SPDR SER TR
-$9.7K
4,050
-10%
建仓
—
GROVE COLLABORATIVE HOLD INC
+$9.6K
22,000
清仓
XLRE
SELECT SECTOR SPDR TR
-$8.8K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$7.6K
0
-100%
清仓
IGV
ISHARES TR
-$7.2K
0
-100%
减持
ARKG
ARK ETF TR
-$3.9K
1,486
-14%
