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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 146 项
建仓 28
增持 49
减持 50
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
FLTR
VANECK ETF TRUST
-$20.2M
0
-100%
建仓
IGSB
ISHARES TR
+$19.5M
380,797
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$14.4M
277,648
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。
减持
BIL
SPDR SER TR
-$13.3M
15,042
-91%
增持
ICSH
ISHARES TR
+$11.3M
278,464
+422%
增持
CALF
PACER FDS TR
+$9.9M
250,688
+378%
减持
IJR
ISHARES TR
-$9.2M
5,411
-95%
减持
SHV
ISHARES TR
-$8.5M
470,957
-14%
减持
USMV
ISHARES TR
-$6.0M
79,652
-53%
增持
MINT
PIMCO ETF TR
+$5.1M
404,037
+15%
增持
VTV
VANGUARD INDEX FDS
+$5.1M
36,976
+1126%
增持
AAPL
APPLE INC
+$4.0M
98,739
+13%
增持
MSFT
MICROSOFT CORP
+$3.3M
50,022
+2%
增持
AVGO
BROADCOM INC
+$3.2M
3,129
+834%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$3.2M
16,512
-72%
减持
PFE
PFIZER INC
-$2.9M
23,494
-78%
建仓
MCD
MCDONALDS CORP
+$2.9M
9,702
建仓
ELV
ELEVANCE HEALTH INC
+$2.8M
5,948
增持
ADBE
ADOBE INC
+$2.7M
5,211
+597%
增持
MRK
MERCK & CO INC
+$2.7M
29,291
+535%
建仓
EQIX
EQUINIX INC
+$2.7M
3,366
减持
—
MEDTRONIC PLC
-$2.4M
3,418
-90%
增持
QUAL
ISHARES TR
+$2.4M
106,916
+6%
建仓
EOG
EOG RES INC
+$2.4M
19,665
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.3M
17,013
-76%
减持
AMT
AMERICAN TOWER CORP NEW
-$2.3M
2,751
-84%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$2.3M
1,431
增持
PG
PROCTER AND GAMBLE CO
+$2.2M
19,238
+393%
减持
SPY
SPDR S&P 500 ETF TR
-$2.2M
49,494
-18%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$2.1M
116,025
减持
DIS
DISNEY WALT CO
-$2.1M
3,723
-88%
增持
DUK
DUKE ENERGY CORP NEW
+$2.0M
25,107
+419%
增持
AMZN
AMAZON COM INC
+$1.9M
68,582
+2%
清仓
CRBG
COREBRIDGE FINL INC
-$1.8M
0
-100%
减持
WMT
WALMART INC
-$1.7M
24,138
-30%
建仓
JSI
JANUS DETROIT STR TR
+$1.6M
30,767
清仓
—
LYONDELLBASELL INDUSTRIES N
-$1.5M
0
-100%
建仓
DCRE
DOUBLELINE ETF TRUST
+$1.5M
28,557
清仓
SO
SOUTHERN CO
-$1.4M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.1M
88,372
-16%
增持
SHW
SHERWIN WILLIAMS CO
+$1.1M
18,734
+0%
增持
QQQ
INVESCO QQQ TR
+$1.0M
4,587
+94%
增持
HD
HOME DEPOT INC
+$1.0M
22,474
+0%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$971.4K
47,430
增持
—
ASML HOLDING N V
+$935.8K
5,233
+2%
增持
GOOGL
ALPHABET INC
+$901.8K
89,040
+1%
增持
V
VISA INC
+$805.9K
24,370
+1%
增持
ITOT
ISHARES TR
+$800.7K
62,123
+2%
建仓
SPEU
SPDR INDEX SHS FDS
+$652.7K
16,188
增持
UNP
UNION PAC CORP
+$648.8K
14,942
+1%
增持
CVX
CHEVRON CORP NEW
+$633.9K
22,987
+39%
清仓
SCHW
SCHWAB CHARLES CORP
-$633.5K
0
-100%
增持
FAST
FASTENAL CO
+$624.0K
57,916
+1%
增持
VO
VANGUARD INDEX FDS
+$607.2K
11,567
+16%
建仓
MYFW
FIRST WESTN FINL INC
+$605.1K
30,515
清仓
IEV
ISHARES TR
-$587.7K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
+$583.5K
83,372
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$579.7K
93,227
-12%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$576.7K
6,392
+1%
增持
OEF
ISHARES TR
+$554.7K
3,650
+181%
减持
NVDA
NVIDIA CORPORATION
-$533.2K
15,963
-18%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$532.1K
10,817
清仓
—
NUVEEN PFD & INCOME SECS FD
-$520.6K
0
-100%
增持
BAC
BANK AMERICA CORP
+$516.9K
74,611
+2%
清仓
IWM
ISHARES TR
-$515.9K
0
-100%
建仓
—
BURFORD CAP LTD
+$505.9K
32,719
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$499.3K
26,683
+0%
增持
XBI
SPDR SER TR
+$488.9K
9,653
+89%
增持
JPM
JPMORGAN CHASE & CO
+$477.2K
18,843
+0%
增持
IBB
ISHARES TR
+$472.2K
3,563
+3573%
建仓
FDIQ
INVESCO EXCH TRADED FD TR II
+$456.1K
8,342
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$430.4K
0
-100%
清仓
KBE
SPDR SER TR
-$427.5K
0
-100%
清仓
KRE
SPDR SER TR
-$366.9K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$282.8K
45,671
-11%
增持
MA
MASTERCARD INCORPORATED
+$276.9K
6,410
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$268.4K
5,581
+1%
清仓
RLTY
COHEN & STEERS REAL ESTATE O
-$260.2K
0
-100%
减持
RTX
RTX CORPORATION
+$256.5K
24,936
-3%
减持
SCHA
SCHWAB STRATEGIC TR
-$252.4K
0
-100%
减持
ARCC
ARES CAPITAL CORP
-$247.5K
102,870
-13%
建仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$234.7K
22,718
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$234.2K
1,484
清仓
TGT
TARGET CORP
-$233.5K
0
-100%
清仓
KVUE
KENVUE INC
-$228.8K
0
-100%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$228.6K
5,116
清仓
NCNO
NCINO INC
-$224.6K
0
-100%
减持
OPFI
OPPFI INC
+$211.4K
86,172
-5%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$209.4K
9,045
清仓
—
MARATHON OIL CORP
-$208.7K
0
-100%
建仓
DMBS
DOUBLELINE ETF TRUST
+$207.9K
4,200
建仓
CEFS
EXCHANGE LISTED FDS TR
+$203.4K
10,722
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$203.2K
4,556
建仓
SHOP
SHOPIFY INC
+$202.5K
2,600
减持
IUSV
ISHARES TR
-$200.5K
41,521
-16%
增持
AMGN
AMGEN INC
+$170.6K
7,336
+2%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$165.2K
0
-100%
减持
ARKK
ARK ETF TR
+$163.7K
26,959
-14%
减持
IVV
ISHARES TR
+$155.1K
4,153
-2%
减持
IJH
ISHARES TR
-$125.0K
903
-40%
减持
—
EXXON MOBIL CORP
-$112.9K
6,172
-1%
减持
VOT
VANGUARD INDEX FDS
+$107.5K
6,841
-4%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$95.7K
14,156
增持
MTUM
ISHARES TR
+$92.8K
2,994
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$90.8K
19,342
-0%
增持
BX
BLACKSTONE INC
+$88.4K
3,474
+2%
减持
GLD
SPDR GOLD TR
-$88.4K
3,709
-20%
增持
VOO
VANGUARD INDEX FDS
+$86.0K
1,852
+1%
增持
GOOG
ALPHABET INC
+$81.8K
7,131
+2%
减持
GBDC
GOLUB CAP BDC INC
-$80.2K
55,359
-11%
增持
JNJ
JOHNSON & JOHNSON
+$72.6K
39,235
+1%
减持
COST
COSTCO WHSL CORP NEW
+$68.4K
749
-1%
减持
ERII
ENERGY RECOVERY INC
-$66.9K
23,245
-2%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$57.1K
24,149
-27%
增持
NKE
NIKE INC
+$54.2K
4,142
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.6K
2,159
+0%
减持
REGN
REGENERON PHARMACEUTICALS
-$49.2K
5,699
-7%
增持
NVO
NOVO-NORDISK A S
+$44.7K
3,352
+1%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$42.3K
2,000
增持
PGR
PROGRESSIVE CORP
+$42.0K
2,012
+1%
减持
RSEE
COLLABORATIVE INVESTMNT SER
-$39.0K
4,078
-31%
减持
IIM
INVESCO VALUE MUN INCOME TR
-$34.8K
21,047
-22%
增持
ARKG
ARK ETF TR
+$32.9K
2,266
+52%
减持
KO
COCA COLA CO
-$32.9K
5,164
-14%
增持
UNH
UNITEDHEALTH GROUP INC
+$30.1K
1,055
+1%
建仓
RFL
RAFAEL HLDGS INC
+$18.3K
10,000
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$17.7K
494
+2%
增持
SHY
ISHARES TR
+$17.0K
1,774
+12%
减持
AEP
AMERICAN ELEC PWR CO INC
-$16.5K
2,632
-14%
增持
IEI
ISHARES TR
+$15.9K
226
+143%
减持
SCHX
SCHWAB STRATEGIC TR
+$14.9K
21,765
-9%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$13.5K
12,527
-11%
清仓
—
INSEEGO CORP
-$11.6K
0
-100%
减持
BRW
SABA CAPITAL INCOME & OPRNT
-$10.2K
14,378
-9%
建仓
VBR
VANGUARD INDEX FDS
+$9.7K
54
减持
PEP
PEPSICO INC
-$7.8K
4,329
-1%
减持
SHEL
SHELL PLC
-$7.7K
3,814
-5%
减持
DMA
DESTRA MULTI-ALTERNATIVE FD
+$7.2K
71,358
-2%
减持
GHTA
COLLABORATIVE INVESTMNT SER
-$6.2K
5,000
-12%
减持
KKR
KKR & CO INC
+$6.2K
4,538
-24%
清仓
GDX
VANECK ETF TRUST
-$5.8K
0
-100%
减持
NOW
SERVICENOW INC
-$5.1K
348
-22%
减持
GIS
GENERAL MLS INC
+$4.0K
4,000
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.6K
160
-23%
减持
WBD
WARNER BROS DISCOVERY INC
+$2.6K
13,468
-3%
增持
TSLA
TESLA INC
-$1.8K
9,828
+1%
