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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 132 项
建仓 13
增持 31
减持 67
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$11.5M
60,162
+87%
减持
SHV
ISHARES TR
-$10.6M
546,486
-15%
减持
IJR
ISHARES TR
-$3.1M
103,526
-20%
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
VMBS
VANGUARD SCOTTSDALE FDS
+$3.0M
70,760
+2753%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.8M
105,970
-10%
增持
USMV
ISHARES TR
+$2.7M
169,245
+32%
减持
ICSH
ISHARES TR
-$2.3M
53,377
-46%
建仓
CALF
PACER FDS TR
+$2.2M
52,500
增持
MINT
PIMCO ETF TR
+$2.2M
351,321
+6%
减持
JPM
JPMORGAN CHASE & CO
-$2.1M
18,811
-43%
建仓
BAC
BANK AMERICA CORP
+$2.0M
72,872
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.8M
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$1.7M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.6M
59,379
+64%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$1.6M
0
-100%
清仓
—
GREAT AJAX CORP
-$1.6M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.5M
51,353
-37%
增持
VOT
VANGUARD INDEX FDS
+$1.2M
7,160
+715%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
19,434
-16%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
19,399
-14%
减持
—
NUVEEN PFD & INCOME SECS FD
-$1.0M
84,372
-65%
增持
AAPL
APPLE INC
-$975.9K
87,418
+6%
增持
FLTR
VANECK ETF TRUST
+$954.7K
800,570
+5%
减持
ITOT
ISHARES TR
-$882.1K
60,904
-10%
减持
QUAL
ISHARES TR
-$798.3K
101,146
-3%
减持
GOOGL
ALPHABET INC
+$770.6K
88,157
-2%
增持
GSLC
GOLDMAN SACHS ETF TR
+$747.6K
85,927
+16%
减持
RTX
RTX CORPORATION
-$746.0K
25,588
-3%
增持
GBDC
GOLUB CAP BDC INC
+$743.6K
62,448
+389%
减持
JNJ
JOHNSON & JOHNSON
-$679.3K
39,018
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$664.5K
105,729
-7%
建仓
SCHW
SCHWAB CHARLES CORP
+$633.5K
11,539
清仓
MYFW
FIRST WESTN FINL INC
-$630.8K
0
-100%
增持
ARCC
ARES CAPITAL CORP
+$609.5K
118,539
+31%
增持
—
ASML HOLDING N V
-$604.4K
5,139
+3%
减持
REGN
REGENERON PHARMACEUTICALS
+$596.1K
6,142
-1%
增持
AXP
AMERICAN EXPRESS CO
-$549.4K
22,170
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$541.2K
17,490
-1%
减持
BIL
SPDR SER TR
-$541.0K
159,424
-4%
减持
PFE
PFIZER INC
-$486.8K
108,614
-3%
建仓
DMA
DESTRA MULTI-ALTERNATIVE FD
+$437.3K
73,135
减持
LMT
LOCKHEED MARTIN CORP
-$431.6K
5,529
-5%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$430.4K
6,009
减持
QQQ
INVESCO QQQ TR
-$391.7K
2,362
-30%
减持
AMZN
AMAZON COM INC
-$379.1K
67,236
-2%
建仓
MTUM
ISHARES TR
+$376.9K
2,698
减持
—
MEDTRONIC PLC
-$367.3K
34,858
-1%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$363.0K
14,046
-65%
减持
OPFI
OPPFI INC
-$349.4K
91,172
-68%
清仓
WDI
WESTERN ASSET DIVERSIFIED IN
-$330.1K
0
-100%
减持
AMGN
AMGEN INC
+$304.9K
7,227
-2%
减持
HD
HOME DEPOT INC
-$290.5K
22,462
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$287.9K
18,644
-2%
清仓
NEE
NEXTERA ENERGY INC
-$287.5K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$285.9K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$283.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$268.3K
29,835
-1%
建仓
OEF
ISHARES TR
+$260.6K
1,299
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$259.3K
10,679
清仓
MS
MORGAN STANLEY
-$256.2K
0
-100%
清仓
EQIX
EQUINIX INC
-$255.6K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$251.7K
0
-100%
清仓
CSX
CSX CORP
-$246.2K
0
-100%
减持
V
VISA INC
-$232.6K
24,081
-1%
建仓
KVUE
KENVUE INC
+$228.8K
11,393
清仓
MGM
MGM RESORTS INTERNATIONAL
-$224.7K
0
-100%
清仓
TER
TERADYNE INC
-$222.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$206.0K
16,575
+1%
清仓
BP
BP PLC
-$205.2K
0
-100%
减持
IUSV
ISHARES TR
-$204.0K
49,611
-1%
清仓
TDS
TELEPHONE & DATA SYS INC
-$203.5K
0
-100%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$201.2K
0
-100%
减持
RLTY
COHEN & STEERS REAL ESTATE O
-$196.3K
19,939
-40%
增持
FAST
FASTENAL CO
-$196.2K
57,234
+2%
减持
CRBG
COREBRIDGE FINL INC
+$177.5K
91,324
-1%
减持
EFA
ISHARES TR
-$173.3K
8,787
-18%
增持
MSFT
MICROSOFT CORP
-$168.9K
48,986
+7%
增持
TSLA
TESLA INC
+$167.8K
9,767
+12%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$165.3K
14,314
-44%
减持
—
CHUBB LIMITED
-$160.6K
1,629
-37%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$150.4K
26,610
-2%
减持
MRK
MERCK & CO INC
-$147.1K
4,612
-14%
建仓
RSEE
COLLABORATIVE INVESTMNT SER
+$145.5K
5,875
建仓
GHTA
COLLABORATIVE INVESTMNT SER
+$144.1K
5,700
减持
IVV
ISHARES TR
-$140.2K
4,258
-4%
减持
SO
SOUTHERN CO
-$138.8K
22,284
-1%
减持
PEP
PEPSICO INC
-$132.7K
4,385
-7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$132.1K
6,305
+0%
减持
AVGO
BROADCOM INC
-$129.4K
335
-29%
减持
WMT
WALMART INC
-$126.1K
34,573
-4%
减持
XBI
SPDR SER TR
-$120.7K
5,109
-14%
减持
CTAS
CINTAS CORP
-$118.7K
425
-35%
增持
VO
VANGUARD INDEX FDS
-$117.7K
10,006
+0%
减持
TGT
TARGET CORP
-$113.8K
2,112
-20%
增持
BX
BLACKSTONE INC
+$113.4K
3,420
+26%
减持
PH
PARKER-HANNIFIN CORP
-$109.5K
542
-34%
减持
OXY
OCCIDENTAL PETE CORP
-$107.6K
4,297
-35%
减持
SCHX
SCHWAB STRATEGIC TR
-$102.4K
23,966
-5%
减持
PGR
PROGRESSIVE CORP
-$102.0K
1,999
-30%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$95.1K
20,685
-24%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$94.1K
483
-26%
增持
ARKK
ARK ETF TR
+$89.0K
31,462
+20%
减持
COST
COSTCO WHSL CORP NEW
-$86.6K
754
-21%
增持
GOOG
ALPHABET INC
+$77.8K
7,002
+0%
减持
UNP
UNION PAC CORP
-$77.1K
14,837
-2%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$76.0K
17,068
-23%
减持
PG
PROCTER AND GAMBLE CO
-$72.6K
3,903
-8%
减持
KO
COCA COLA CO
-$70.3K
6,024
-11%
减持
—
MARATHON OIL CORP
-$67.6K
7,800
-35%
增持
SHY
ISHARES TR
+$59.2K
1,588
+86%
增持
GIS
GENERAL MLS INC
-$50.3K
4,009
+0%
减持
—
EXXON MOBIL CORP
-$48.5K
6,208
-14%
减持
DUK
DUKE ENERGY CORP NEW
-$47.3K
4,833
-8%
增持
NKE
NIKE INC
+$44.6K
4,136
+30%
增持
NVO
NOVO-NORDISK A S
+$43.3K
3,322
+108%
减持
WBD
WARNER BROS DISCOVERY INC
-$35.9K
13,876
-7%
减持
KKR
KKR & CO INC
+$33.4K
6,003
-0%
增持
ADBE
ADOBE INC
+$32.8K
748
+5%
增持
GLD
SPDR GOLD TR
+$29.2K
4,651
+8%
减持
NCNO
NCINO INC
-$25.6K
7,062
-15%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$25.2K
0
-100%
减持
SPYV
SPDR SER TR
-$24.3K
1,266
-29%
增持
IWF
ISHARES TR
+$22.4K
2,384
+7%
增持
SHEL
SHELL PLC
+$19.3K
4,017
+1%
增持
VOO
VANGUARD INDEX FDS
+$18.0K
1,841
+6%
减持
—
LYONDELLBASELL INDUSTRIES N
+$13.5K
16,269
-2%
清仓
KINS
KINGSTONE COS INC
-$11.7K
0
-100%
建仓
IEI
ISHARES TR
+$10.5K
93
清仓
PFF
ISHARES TR
-$9.0K
0
-100%
建仓
—
BANK AMERICA CORP
+$6.7K
6
减持
MA
MASTERCARD INCORPORATED
-$3.9K
6,206
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.9K
1,042
-4%
