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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 148 项
建仓 33
增持 47
减持 49
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ETF TR
+$10.7M
507,728
+26%
建仓
IXUS
ISHARES TR
+$8.2M
120,260
减持
SHV
ISHARES TR
-$6.5M
410,107
-13%
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
NVDA
NVIDIA CORPORATION
+$5.3M
14,643
-8%
增持
QUAL
ISHARES TR
+$5.1M
126,804
+19%
建仓
META
META PLATFORMS INC
+$4.6M
9,527
增持
BIL
SPDR SER TR
+$4.2M
60,824
+304%
减持
SPY
SPDR S&P 500 ETF TR
-$4.0M
37,245
-25%
建仓
BKNG
BOOKING HOLDINGS INC
+$3.8M
1,051
建仓
COP
CONOCOPHILLIPS
+$3.5M
27,798
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$3.4M
0
-100%
建仓
DE
DEERE & CO
+$3.4M
8,318
建仓
PHM
PULTE GROUP INC
+$3.2M
26,933
增持
IGSB
ISHARES TR
+$3.0M
438,521
+15%
建仓
LLY
ELI LILLY & CO
+$2.9M
3,783
建仓
CAT
CATERPILLAR INC
+$2.9M
7,989
清仓
MCD
MCDONALDS CORP
-$2.9M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$2.7M
12,923
增持
QQQ
INVESCO QQQ TR
+$2.4M
9,732
+112%
清仓
TSLA
TESLA INC
-$2.4M
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$2.3M
62,760
减持
AAPL
APPLE INC
-$2.3M
97,324
-1%
减持
MA
MASTERCARD INCORPORATED
-$2.3M
883
-86%
增持
JSI
JANUS DETROIT STR TR
+$2.3M
75,200
+144%
减持
LMT
LOCKHEED MARTIN CORP
-$2.3M
519
-91%
增持
AMZN
AMAZON COM INC
+$2.2M
70,005
+2%
建仓
AFL
AFLAC INC
+$2.1M
25,034
建仓
CE
CELANESE CORP DEL
+$2.1M
12,223
减持
V
VISA INC
-$2.1M
15,279
-37%
减持
ICSH
ISHARES TR
-$2.0M
236,841
-15%
减持
JNJ
JOHNSON & JOHNSON
-$1.9M
27,048
-31%
减持
MSFT
MICROSOFT CORP
+$1.8M
49,055
-2%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.8M
16,349
-86%
建仓
BHP
BHP GROUP LTD
+$1.7M
30,198
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.6M
0
-100%
减持
RTX
RTX CORPORATION
-$1.5M
5,653
-77%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$1.5M
251,859
-9%
减持
VO
VANGUARD INDEX FDS
-$1.4M
5,057
-56%
增持
ELV
ELEVANCE HEALTH INC
+$1.4M
8,122
+37%
增持
GOOGL
ALPHABET INC
+$1.4M
91,388
+3%
增持
CVX
CHEVRON CORP NEW
+$1.2M
29,171
+27%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
41,058
+11%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.0M
6,276
+10%
增持
BAC
BANK AMERICA CORP
+$1.0M
93,161
+25%
增持
FAST
FASTENAL CO
+$1.0M
61,676
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$972.5K
92,319
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$959.5K
35,114
+40%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$936.2K
18,631
-4%
增持
PG
PROCTER AND GAMBLE CO
+$922.2K
23,059
+20%
增持
ITOT
ISHARES TR
+$918.7K
64,665
+4%
减持
—
ASML HOLDING N V
-$902.0K
3,152
-40%
增持
DCRE
DOUBLELINE ETF TRUST
+$864.9K
45,231
+58%
增持
CALF
PACER FDS TR
+$836.7K
261,945
+4%
增持
ADBE
ADOBE INC
+$834.1K
7,814
+50%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$812.6K
6,577
-60%
增持
MRK
MERCK & CO INC
+$741.0K
29,817
+2%
增持
JPM
JPMORGAN CHASE & CO
+$674.8K
19,371
+3%
增持
CEFS
EXCHANGE LISTED FDS TR
+$649.6K
41,268
+285%
增持
WMT
WALMART INC
+$624.8K
73,628
+205%
清仓
MYFW
FIRST WESTN FINL INC
-$605.1K
0
-100%
减持
USMV
ISHARES TR
-$581.8K
67,401
-15%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$570.1K
4,794
-72%
建仓
XSHQ
INVESCO EXCH TRADED FD TR II
+$567.0K
13,769
建仓
BMEZ
BLACKROCK HEALTH SCIENCES TE
+$533.1K
32,529
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$526.1K
4,799
+235%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$515.3K
81,775
-7%
建仓
—
SUPER MICRO COMPUTER INC
+$505.0K
500
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$460.2K
36,349
-20%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$457.1K
3,360
建仓
APGE
APOGEE THERAPEUTICS INC
+$447.9K
6,740
清仓
ERII
ENERGY RECOVERY INC
-$437.9K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
+$391.6K
79,128
-5%
增持
AMP
AMERIPRISE FINL INC
+$368.1K
6,190
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$349.9K
1,235
-55%
增持
EQIX
EQUINIX INC
+$323.8K
3,677
+9%
增持
PGR
PROGRESSIVE CORP
+$304.1K
3,020
+50%
增持
XBI
SPDR SER TR
+$300.0K
12,245
+27%
清仓
TOTL
SSGA ACTIVE ETF TR
-$298.6K
0
-100%
建仓
—
BLACKROCK ETF TRUST
+$281.4K
10,971
增持
EOG
EOG RES INC
+$273.8K
20,747
+6%
增持
PDX
PIMCO DYNAMIC INCOME STRATEG
+$267.4K
58,404
+23%
建仓
—
ACCENTURE PLC IRELAND
+$260.0K
750
减持
AVGO
BROADCOM INC
+$258.2K
2,830
-10%
增持
OEF
ISHARES TR
+$245.3K
4,287
+17%
建仓
T
AT&T INC
+$244.6K
13,899
增持
IBB
ISHARES TR
+$232.4K
5,221
+47%
建仓
TGT
TARGET CORP
+$229.3K
1,294
建仓
NFLX
NETFLIX INC
+$226.5K
373
建仓
—
MARATHON OIL CORP
+$221.1K
7,800
清仓
DBL
DOUBLELINE OPPORTUNISTIC CR
-$219.7K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$219.2K
16,192
-14%
建仓
INTU
INTUIT
+$215.2K
331
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$209.4K
0
-100%
减持
IUSV
ISHARES TR
+$205.6K
40,989
-1%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$203.2K
0
-100%
清仓
SHOP
SHOPIFY INC
-$202.5K
0
-100%
增持
IVV
ISHARES TR
+$202.5K
4,158
+0%
增持
UNP
UNION PAC CORP
+$192.8K
15,707
+5%
减持
HD
HOME DEPOT INC
+$177.1K
20,765
-8%
清仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$153.3K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$153.3K
0
-100%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$145.7K
0
-100%
清仓
SHY
ISHARES TR
-$145.5K
0
-100%
清仓
GHTA
COLLABORATIVE INVESTMNT SER
-$137.9K
0
-100%
减持
ARCC
ARES CAPITAL CORP
-$137.8K
92,346
-10%
清仓
BTZ
BLACKROCK CR ALLOCATION INCO
-$125.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$124.1K
1,941
+5%
增持
EFA
ISHARES TR
+$107.7K
9,639
+10%
清仓
RSEE
COLLABORATIVE INVESTMNT SER
-$106.5K
0
-100%
建仓
IWB
ISHARES TR
+$100.8K
350
增持
—
EXXON MOBIL CORP
+$100.6K
6,174
+0%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$95.7K
0
-100%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$88.6K
15,243
-37%
减持
DMA
DESTRA MULTI-ALTERNATIVE FD
+$86.9K
67,963
-5%
减持
NVO
NOVO-NORDISK A S
+$83.4K
3,350
-0%
减持
DIS
DISNEY WALT CO
+$79.9K
3,400
-9%
减持
VOT
VANGUARD INDEX FDS
+$79.6K
6,708
-2%
减持
NKE
NIKE INC
-$75.5K
3,982
-4%
减持
SCHX
SCHWAB STRATEGIC TR
+$74.6K
20,982
-4%
减持
GOOG
ALPHABET INC
+$72.3K
7,075
-1%
建仓
—
SUNNOVA ENERGY INTL INC.
+$71.0K
11,575
减持
MTUM
ISHARES TR
-$70.9K
2,129
-29%
减持
GBDC
GOLUB CAP BDC INC
-$68.8K
46,131
-17%
增持
AMGN
AMGEN INC
+$68.1K
7,671
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.1K
2,195
+2%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$61.3K
15,321
-26%
增持
BX
BLACKSTONE INC
+$56.7K
3,894
+12%
建仓
IWM
ISHARES TR
+$52.4K
249
减持
PFE
PFIZER INC
-$48.5K
22,625
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$48.0K
1,666
+12%
减持
KO
COCA COLA CO
-$47.3K
4,201
-19%
减持
COST
COSTCO WHSL CORP NEW
+$39.0K
728
-3%
减持
—
MEDTRONIC PLC
-$38.2K
2,793
-18%
增持
PEP
PEPSICO INC
+$28.2K
4,362
+1%
增持
DMBS
DOUBLELINE ETF TRUST
+$26.9K
4,822
+15%
增持
UNH
UNITEDHEALTH GROUP INC
-$24.1K
1,074
+2%
增持
IJH
ISHARES TR
+$24.0K
4,515
+400%
建仓
VUG
VANGUARD INDEX FDS
+$20.7K
60
减持
—
CHUBB LIMITED
+$16.1K
1,483
-9%
建仓
IUSG
ISHARES TR
+$15.4K
131
建仓
SOXX
ISHARES TR
+$9.5K
42
减持
MGM
MGM RESORTS INTERNATIONAL
+$7.5K
5,000
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.9K
463
-6%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$6.9K
114
增持
IYH
ISHARES TR
+$3.5K
750
+400%
减持
AEP
AMERICAN ELEC PWR CO INC
+$3.3K
2,521
-4%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$2.5K
54
减持
NOW
SERVICENOW INC
+$1.9K
325
-7%
