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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 137 项
建仓 28
增持 26
减持 66
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
FLTR
VANECK ETF TRUST
+$19.3M
764,028
减持
SHY
ISHARES TR
-$18.5M
856
-100%
清仓
IEI
ISHARES TR
-$18.4M
0
-100%
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
MINT
PIMCO ETF TR
+$10.5M
330,762
+46%
增持
USMV
ISHARES TR
+$9.3M
127,975
+4241%
增持
SPY
SPDR S&P 500 ETF TR
+$8.1M
32,102
+115%
增持
SHV
ISHARES TR
+$6.2M
642,925
+10%
减持
ITOT
ISHARES TR
-$4.0M
67,648
-42%
减持
ICSH
ISHARES TR
-$3.9M
98,504
-44%
减持
QUAL
ISHARES TR
-$3.2M
104,755
-25%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$2.9M
36,289
减持
BIL
SPDR SER TR
-$2.8M
165,316
-16%
清仓
RSEE
COLLABORATIVE INVESTMNT SER
-$2.7M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.5M
45,916
+1%
建仓
VO
VANGUARD INDEX FDS
+$2.2M
9,999
增持
AMZN
AMAZON COM INC
+$2.0M
68,473
+2%
增持
TSLA
TESLA INC
+$2.0M
8,695
+506%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
22,454
-17%
增持
GOOGL
ALPHABET INC
+$1.6M
89,938
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.5M
81,127
-26%
清仓
PNC
PNC FINL SVCS GROUP INC
-$1.3M
0
-100%
清仓
MTB
M & T BK CORP
-$1.2M
0
-100%
减持
AAPL
APPLE INC
+$1.1M
82,192
-9%
增持
IJR
ISHARES TR
+$1.0M
128,957
+6%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$923.2K
6,286
减持
BSM
BLACK STONE MINERALS L P
-$837.9K
39,767
-58%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$816.4K
113,799
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$791.2K
118,387
-1%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$791.1K
40,568
-62%
减持
REGN
REGENERON PHARMACEUTICALS
-$710.6K
6,205
-1%
减持
SHW
SHERWIN WILLIAMS CO
+$706.8K
18,993
-2%
增持
VOO
VANGUARD INDEX FDS
+$681.3K
1,731
+2648%
建仓
IEV
ISHARES TR
+$622.3K
12,313
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$591.6K
23,146
-2%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$574.8K
1,393
-2%
增持
ARCC
ARES CAPITAL CORP
+$547.2K
90,390
+43%
建仓
IWM
ISHARES TR
+$546.6K
2,919
建仓
COST
COSTCO WHSL CORP NEW
+$512.5K
952
减持
RLTY
COHEN & STEERS REAL ESTATE O
-$477.6K
33,130
-52%
减持
—
NUVEEN PFD & INCOME SECS FD
-$455.7K
241,187
-22%
增持
PFE
PFIZER INC
-$446.1K
111,492
+0%
减持
JPM
JPMORGAN CHASE & CO
+$432.6K
33,105
-2%
减持
IUSV
ISHARES TR
-$430.5K
49,910
-15%
建仓
KBE
SPDR SER TR
+$417.7K
11,602
建仓
AVGO
BROADCOM INC
+$407.7K
470
增持
XBI
SPDR SER TR
+$406.1K
5,934
+416%
减持
DIS
DISNEY WALT CO
-$404.6K
30,090
-3%
建仓
OXY
OCCIDENTAL PETE CORP
+$386.4K
6,572
建仓
PGR
PROGRESSIVE CORP
+$380.4K
2,874
减持
GLD
SPDR GOLD TR
-$372.2K
4,309
-31%
建仓
KRE
SPDR SER TR
+$358.7K
8,785
减持
JNJ
JOHNSON & JOHNSON
+$357.8K
40,819
-1%
减持
—
GREAT AJAX CORP
-$351.3K
260,413
-12%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$348.6K
713
建仓
TGT
TARGET CORP
+$347.3K
2,633
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$338.6K
649
建仓
CTAS
CINTAS CORP
+$323.1K
650
建仓
PH
PARKER-HANNIFIN CORP
+$320.6K
822
增持
—
EXXON MOBIL CORP
+$318.7K
7,258
+73%
减持
GSLC
GOLDMAN SACHS ETF TR
+$314.7K
74,342
-2%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$306.3K
0
-100%
增持
MRK
MERCK & CO INC
+$303.8K
5,390
+80%
增持
PEP
PEPSICO INC
+$287.3K
4,728
+46%
建仓
HON
HONEYWELL INTL INC
+$283.9K
1,368
建仓
—
MARATHON OIL CORP
+$276.2K
12,000
减持
WMT
WALMART INC
+$265.2K
35,980
-2%
建仓
MS
MORGAN STANLEY
+$256.2K
3,000
建仓
NOW
SERVICENOW INC
+$252.3K
449
增持
—
CHUBB LIMITED
+$250.4K
2,595
+102%
建仓
NCNO
NCINO INC
+$250.2K
8,307
减持
FAST
FASTENAL CO
+$249.0K
56,340
-1%
清仓
MLCO
MELCO RESORTS AND ENTMNT LTD
-$247.6K
0
-100%
建仓
CSX
CSX CORP
+$246.2K
7,221
清仓
SUI
SUN CMNTYS INC
-$245.8K
0
-100%
清仓
NAZ
NUVEEN ARIZONA QLTY MUN INC
-$237.2K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$230.3K
17,621
-1%
减持
V
VISA INC
+$229.2K
24,303
-1%
减持
—
MEDTRONIC PLC
+$224.9K
35,173
-1%
清仓
BAC
BANK AMERICA CORP
-$224.7K
0
-100%
建仓
TER
TERADYNE INC
+$222.7K
2,000
增持
ARKK
ARK ETF TR
+$220.8K
26,260
+13%
减持
HD
HOME DEPOT INC
+$215.8K
22,784
-2%
增持
QQQ
INVESCO QQQ TR
+$210.9K
3,351
+5%
清仓
MCD
MCDONALDS CORP
-$205.2K
0
-100%
建仓
BP
BP PLC
+$205.2K
5,814
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$203.4K
27,220
-1%
减持
CVX
CHEVRON CORP NEW
-$195.4K
16,453
-4%
减持
VTI
VANGUARD INDEX FDS
-$187.3K
2,022
-35%
减持
MA
MASTERCARD INCORPORATED
+$173.2K
6,257
-1%
清仓
—
BLACKROCK MUNIHLDGS NY QLTY
-$162.6K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$158.8K
44,007
-5%
清仓
BGB
BLACKSTONE STRATEGIC CRED 20
-$155.2K
0
-100%
增持
IJH
ISHARES TR
+$142.9K
1,505
+50%
增持
GOOG
ALPHABET INC
+$133.0K
6,989
+2%
减持
CRBG
COREBRIDGE FINL INC
+$121.9K
92,079
-2%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$114.1K
2,480
减持
IIM
INVESCO VALUE MUN INCOME TR
-$110.8K
27,088
-23%
减持
—
ASML HOLDING N V
+$110.3K
5,008
-3%
减持
ERII
ENERGY RECOVERY INC
+$93.6K
23,800
-4%
减持
IVV
ISHARES TR
+$91.9K
4,417
-3%
减持
VHT
VANGUARD WORLD FDS
-$89.9K
1,168
-26%
增持
EFA
ISHARES TR
+$89.6K
10,743
+11%
减持
SPYV
SPDR SER TR
-$88.4K
1,772
-56%
增持
AMGN
AMGEN INC
-$87.2K
7,375
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$85.2K
5,849
+6%
增持
IAU
ISHARES GOLD TR
+$84.1K
22,533
+14%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$71.5K
27,049
-17%
减持
—
LYONDELLBASELL INDUSTRIES N
-$70.7K
16,630
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$69.6K
26,415
-3%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$67.8K
12,119
-35%
减持
DUK
DUKE ENERGY CORP NEW
-$64.4K
5,280
-5%
减持
TOTL
SSGA ACTIVE ETF TR
-$59.9K
7,418
-16%
清仓
ICF
ISHARES TR
-$57.8K
0
-100%
减持
NKE
NIKE INC
-$43.8K
3,179
-1%
减持
KO
COCA COLA CO
-$40.1K
6,768
-6%
减持
NEE
NEXTERA ENERGY INC
-$31.7K
3,874
-6%
清仓
MUB
ISHARES TR
-$30.6K
0
-100%
减持
MO
ALTRIA GROUP INC
-$29.8K
5,557
-12%
减持
VTV
VANGUARD INDEX FDS
-$27.6K
3,015
-9%
减持
SCHX
SCHWAB STRATEGIC TR
+$25.8K
25,111
-6%
减持
UNP
UNION PAC CORP
-$21.8K
15,142
-2%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$19.2K
25,777
-7%
减持
PG
PROCTER AND GAMBLE CO
-$16.4K
4,230
-4%
减持
KKR
KKR & CO INC
+$15.1K
6,007
-2%
清仓
—
GROVE COLLABORATIVE HOLD INC
-$9.6K
0
-100%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$7.1K
14,889
-2%
清仓
—
BANK AMERICA CORP
-$7.0K
0
-100%
减持
SO
SOUTHERN CO
-$6.6K
22,505
-1%
建仓
GDX
VANECK ETF TRUST
+$6.5K
217
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$6.5K
22,072
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.4K
1,087
-3%
减持
WDI
WESTERN ASSET DIVERSIFIED IN
+$3.4K
24,508
-0%
建仓
OXY/WS
OCCIDENTAL PETE CORP
+$3.2K
85
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.1K
208
-19%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$1.8K
4,648
-3%
减持
BX
BLACKSTONE INC
+$963
2,722
-5%
清仓
JNK
SPDR SER TR
-$835
0
-100%
