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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 57
减持 47
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ETF TR
+$8.8M
594,759
+17%
增持
SHEL
SHELL PLC
+$4.8M
69,632
+1726%
减持
SHW
SHERWIN WILLIAMS CO
-$4.7M
3,049
-81%
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
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$4.7M
161,995
-36%
清仓
CVX
CHEVRON CORP NEW
-$4.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
143,889
+883%
建仓
NRG
NRG ENERGY INC
+$4.2M
54,556
建仓
KR
KROGER CO
+$4.0M
79,552
增持
QUAL
ISHARES TR
+$3.7M
143,927
+14%
减持
WMT
WALMART INC
-$3.6M
12,852
-83%
清仓
DUK
DUKE ENERGY CORP NEW
-$3.4M
0
-100%
建仓
CRM
SALESFORCE INC
+$3.3M
13,002
减持
AAPL
APPLE INC
+$3.3M
94,679
-3%
建仓
QCOM
QUALCOMM INC
+$3.2M
16,104
建仓
GM
GENERAL MTRS CO
+$3.2M
69,000
增持
QQQ
INVESCO QQQ TR
+$3.0M
15,367
+58%
清仓
EQIX
EQUINIX INC
-$3.0M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.0M
92,217
+1%
增持
MSFT
MICROSOFT CORP
+$2.8M
52,480
+7%
减持
—
ASML HOLDING N V
-$2.5M
549
-83%
清仓
CE
CELANESE CORP DEL
-$2.1M
0
-100%
建仓
—
CRH PLC
+$1.8M
24,715
减持
DCRE
DOUBLELINE ETF TRUST
-$1.7M
11,972
-74%
建仓
MBSF
VALUED ADVISERS TR
+$1.6M
65,031
减持
BIL
SPDR SER TR
-$1.5M
44,850
-26%
增持
ITOT
ISHARES TR
+$1.4M
74,922
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
38,302
+3%
增持
CALF
PACER FDS TR
-$1.3M
264,828
+1%
增持
META
META PLATFORMS INC
+$1.3M
11,707
+23%
减持
ICSH
ISHARES TR
-$1.2M
212,947
-10%
增持
AVGO
BROADCOM INC
+$1.2M
3,085
+9%
减持
IXUS
ISHARES TR
-$1.2M
103,056
-14%
减持
SHV
ISHARES TR
-$1.1M
400,384
-2%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
9,006
增持
REGN
REGENERON PHARMACEUTICALS
+$948.8K
6,650
+6%
增持
CEFS
EXCHANGE LISTED FDS TR
+$928.0K
83,656
+103%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$916.2K
97,368
+5%
增持
PG
PROCTER AND GAMBLE CO
+$812.3K
27,611
+20%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$774.7K
4,836
+1%
减持
JSI
JANUS DETROIT STR TR
-$712.1K
61,253
-19%
增持
ADBE
ADOBE INC
+$705.3K
8,367
+7%
增持
FAST
FASTENAL CO
-$682.3K
64,853
+5%
增持
LLY
ELI LILLY & CO
+$672.2K
3,993
+6%
减持
ARCC
ARES CAPITAL CORP
-$664.1K
60,390
-35%
增持
IAU
ISHARES GOLD TR
+$631.9K
35,933
+59%
增持
BKNG
BOOKING HOLDINGS INC
+$608.1K
1,116
+6%
增持
HD
HOME DEPOT INC
-$583.6K
21,444
+3%
减持
XBI
SPDR SER TR
-$566.6K
6,421
-48%
清仓
—
BURFORD CAP LTD
-$513.7K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$465.2K
1,214
增持
ELV
ELEVANCE HEALTH INC
+$428.4K
8,563
+5%
减持
IBB
ISHARES TR
-$420.9K
2,153
-59%
清仓
DIS
DISNEY WALT CO
-$416.0K
0
-100%
清仓
MTUM
ISHARES TR
-$398.9K
0
-100%
增持
BAC
BANK AMERICA CORP
+$378.2K
98,336
+6%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$337.9K
1,098
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$335.3K
11,570
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$322.4K
2,591
-61%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$315.4K
0
-100%
建仓
—
EATON CORP PLC
+$301.9K
963
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$295.1K
4,328
+29%
减持
ARKK
ARK ETF TR
-$282.8K
24,284
-10%
清仓
—
BLACKROCK ETF TRUST
-$281.4K
0
-100%
增持
AFL
AFLAC INC
+$260.5K
26,984
+8%
清仓
—
ACCENTURE PLC IRELAND
-$260.0K
0
-100%
增持
AMGN
AMGEN INC
+$259.8K
7,812
+2%
清仓
KO
COCA COLA CO
-$257.0K
0
-100%
清仓
T
AT&T INC
-$244.6K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$244.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$243.4K
0
-100%
清仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$239.0K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$236.1K
0
-100%
清仓
DMBS
DOUBLELINE ETF TRUST
-$234.8K
0
-100%
建仓
—
LAM RESEARCH CORP
+$230.0K
216
清仓
TGT
TARGET CORP
-$229.3K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$224.9K
43,087
+5%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$220.5K
2,475
建仓
PANW
PALO ALTO NETWORKS INC
+$217.6K
642
建仓
ORCL
ORACLE CORP
+$211.8K
1,500
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$206.7K
263
-95%
减持
PEP
PEPSICO INC
-$204.4K
3,389
-22%
建仓
SLV
ISHARES SILVER TR
+$203.7K
7,668
增持
JNJ
JOHNSON & JOHNSON
-$199.7K
27,908
+3%
减持
GOOG
ALPHABET INC
+$197.9K
6,952
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
+$189.4K
78,561
-1%
增持
COP
CONOCOPHILLIPS
-$188.3K
29,287
+5%
增持
V
VISA INC
-$185.8K
15,538
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$176.5K
84,096
+3%
减持
RTX
RTX CORPORATION
-$174.9K
3,750
-34%
增持
APGE
APOGEE THERAPEUTICS INC
-$174.3K
6,953
+3%
减持
PFE
PFIZER INC
-$173.0K
16,257
-28%
清仓
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$165.7K
0
-100%
减持
PDX
PIMCO DYNAMIC INCOME STRATEG
-$157.4K
48,534
-17%
减持
NKE
NIKE INC
-$157.2K
2,880
-28%
增持
JPM
JPMORGAN CHASE & CO.
+$148.4K
19,917
+3%
减持
IUSV
ISHARES TR
-$144.6K
40,423
-1%
增持
UNP
UNION PAC CORP
-$138.1K
16,462
+5%
增持
BHP
BHP GROUP LTD
+$135.9K
32,896
+9%
减持
AMAT
APPLIED MATLS INC
-$130.6K
10,740
-17%
减持
USMV
ISHARES TR
-$126.2K
65,593
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$119.8K
808
-25%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$116.9K
0
-100%
增持
PHM
PULTE GROUP INC
-$115.4K
28,458
+6%
增持
MRK
MERCK & CO INC
-$107.1K
30,915
+4%
减持
AMZN
AMAZON COM INC
+$106.3K
65,893
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$101.0K
19,011
+2%
增持
IVV
ISHARES TR
+$97.0K
4,172
+0%
增持
—
SUPER MICRO COMPUTER INC
-$93.7K
502
+0%
增持
AXP
AMERICAN EXPRESS CO
+$86.7K
22,175
+0%
增持
IGSB
ISHARES TR
+$86.2K
440,546
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$84.4K
1,204
-28%
增持
IWF
ISHARES TR
+$76.8K
2,415
+1%
增持
OEF
ISHARES TR
+$76.6K
4,303
+0%
减持
BMEZ
BLACKROCK HEALTH SCIENCES TE
-$74.2K
29,881
-8%
清仓
—
SUNNOVA ENERGY INTL INC.
-$71.0K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$70.9K
6,581
-2%
增持
DE
DEERE & CO
-$69.6K
8,958
+8%
增持
AMP
AMERIPRISE FINL INC
-$69.2K
6,191
+0%
减持
VO
VANGUARD INDEX FDS
-$65.6K
4,948
-2%
减持
COST
COSTCO WHSL CORP NEW
+$63.3K
702
-4%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$62.5K
1,067
增持
NVO
NOVO-NORDISK A S
+$52.2K
3,379
+1%
减持
MA
MASTERCARD INCORPORATED
-$50.7K
849
-4%
建仓
INDA
ISHARES TR
+$44.6K
800
减持
SCHX
SCHWAB STRATEGIC TR
+$43.9K
20,950
-0%
减持
IWM
ISHARES TR
-$42.4K
49
-80%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$42.1K
2,180
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$39.6K
415
-10%
减持
—
EXXON MOBIL CORP
-$39.3K
5,893
-5%
减持
—
CHUBB LIMITED
-$35.9K
1,366
-8%
建仓
SPYG
SPDR SER TR
+$35.7K
445
增持
EOG
EOG RES INC
+$33.1K
21,335
+3%
清仓
—
BIOCARDIA INC
-$31.5K
0
-100%
增持
INTU
INTUIT
+$30.6K
374
+13%
减持
GLD
SPDR GOLD TR
+$30.2K
3,689
-1%
增持
CAT
CATERPILLAR INC
-$28.8K
8,702
+9%
增持
GBDC
GOLUB CAP BDC INC
+$27.6K
50,589
+10%
减持
DMA
DESTRA MULTI-ALTERNATIVE FD
-$27.4K
62,466
-8%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$26.7K
400
增持
PH
PARKER-HANNIFIN CORP
-$22.0K
552
+2%
增持
FITB
FIFTH THIRD BANCORP
+$20.2K
64,553
+3%
减持
BRW
SABA CAPITAL INCOME & OPRNT
-$16.4K
12,563
-13%
建仓
SPEM
SPDR INDEX SHS FDS
+$14.2K
377
减持
OPFI
OPPFI INC
+$12.3K
67,170
-22%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$11.3K
36,111
-1%
清仓
SOXX
ISHARES TR
-$9.5K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$7.5K
3,043
+1%
增持
CTAS
CINTAS CORP
+$6.3K
426
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$3.1K
512
-1%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$2.5K
0
-100%
