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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 31
增持 64
减持 38
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$5.9M
170,034
+18%
建仓
C
CITIGROUP INC
+$5.1M
80,798
减持
SHEL
SHELL PLC
-$4.8M
3,979
-94%
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
META
META PLATFORMS INC
+$4.5M
18,095
+55%
增持
AVGO
BROADCOM INC
-$3.8M
6,813
+121%
建仓
CL
COLGATE PALMOLIVE CO
+$3.6M
34,957
建仓
CI
THE CIGNA GROUP
+$3.6M
10,384
减持
FAST
FASTENAL CO
-$3.4M
9,116
-86%
减持
GOOGL
ALPHABET INC
-$3.4M
80,673
-13%
减持
UNP
UNION PAC CORP
-$3.4M
1,398
-92%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.3M
9,566
-50%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$3.3M
7,768
+61%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.2M
54,679
清仓
JSI
JANUS DETROIT STR TR
-$3.2M
0
-100%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$3.2M
26,872
减持
LLY
ELI LILLY & CO
-$3.1M
566
-86%
建仓
TOL
TOLL BROTHERS INC
+$3.0M
19,637
减持
COP
CONOCOPHILLIPS
-$3.0M
3,127
-89%
增持
LMT
LOCKHEED MARTIN CORP
+$3.0M
5,521
+978%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.8M
4,000
-40%
建仓
OC
OWENS CORNING NEW
+$2.6M
14,865
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
102,561
+5%
清仓
AMAT
APPLIED MATLS INC
-$2.5M
0
-100%
建仓
SYF
SYNCHRONY FINANCIAL
+$2.5M
50,809
建仓
BNY
BANK NEW YORK MELLON CORP
+$2.4M
33,227
清仓
FITB
FIFTH THIRD BANCORP
-$2.4M
0
-100%
增持
CRM
SALESFORCE INC
+$2.3M
20,682
+59%
建仓
KLAC
KLA CORP
+$2.3M
2,992
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
40,326
+5%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$2.3M
1,505
减持
IGSB
ISHARES TR
-$2.2M
386,067
-12%
增持
CALF
PACER FDS TR
+$2.2M
295,802
+12%
增持
AAPL
APPLE INC
+$2.2M
94,828
+0%
建仓
JLL
JONES LANG LASALLE INC
+$2.1M
7,644
建仓
VLO
VALERO ENERGY CORP
+$2.0M
14,559
建仓
MPC
MARATHON PETE CORP
+$2.0M
12,005
清仓
—
CRH PLC
-$1.8M
0
-100%
增持
ITOT
ISHARES TR
+$1.8M
85,348
+14%
减持
ICSH
ISHARES TR
-$1.7M
178,168
-16%
减持
ADBE
ADOBE INC
-$1.7M
5,680
-32%
建仓
NTAP
NETAPP INC
+$1.7M
13,759
减持
GM
GENERAL MTRS CO
-$1.7M
34,163
-50%
清仓
MBSF
VALUED ADVISERS TR
-$1.6M
0
-100%
建仓
IEF
ISHARES TR
+$1.5M
15,676
减持
SHV
ISHARES TR
-$1.4M
387,049
-3%
增持
QCOM
QUALCOMM INC
+$1.3M
26,787
+66%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.2M
11,514
-68%
建仓
RITM
RITHM CAPITAL CORP
+$1.2M
107,002
减持
USMV
ISHARES TR
-$1.2M
47,027
-28%
建仓
—
GREAT AJAX CORP
+$1.2M
358,034
增持
PHM
PULTE GROUP INC
+$1.1M
29,766
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
154,732
+8%
增持
AXP
AMERICAN EXPRESS CO
+$880.3K
22,179
+0%
增持
NRG
NRG ENERGY INC
+$879.6K
56,282
+3%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$862.0K
175,215
+8%
减持
VO
VANGUARD INDEX FDS
-$838.6K
1,362
-72%
减持
ELV
ELEVANCE HEALTH INC
-$830.4K
7,326
-14%
增持
KR
KROGER CO
+$781.6K
82,960
+4%
增持
VTV
VANGUARD INDEX FDS
+$751.9K
43,899
+2%
增持
AFL
AFLAC INC
+$744.2K
28,212
+5%
增持
CAT
CATERPILLAR INC
+$710.6K
9,228
+6%
增持
GSLC
GOLDMAN SACHS ETF TR
+$646.2K
80,116
+2%
增持
DE
DEERE & CO
+$625.2K
9,518
+6%
清仓
DCRE
DOUBLELINE ETF TRUST
-$615.2K
0
-100%
建仓
NMAI
NUVEEN MULTI ASSET INCOME FU
+$606.8K
45,902
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$600.5K
74,264
-12%
减持
BKNG
BOOKING HOLDINGS INC
-$575.4K
913
-18%
增持
JNJ
JOHNSON & JOHNSON
+$571.3K
28,695
+3%
增持
MSFT
MICROSOFT CORP
+$569.4K
55,834
+6%
清仓
DMA
DESTRA MULTI-ALTERNATIVE FD
-$504.1K
0
-100%
建仓
FFLS
NORTHERN LTS FD TR II
+$497.9K
21,820
减持
IXUS
ISHARES TR
-$483.4K
89,207
-13%
增持
PG
PROCTER AND GAMBLE CO
+$481.5K
29,071
+5%
减持
AMZN
AMAZON COM INC
-$473.5K
65,799
-0%
建仓
KWEB
KRANESHARES TRUST
+$471.2K
13,852
清仓
BMEZ
BLACKROCK HEALTH SCIENCES TE
-$459.0K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$411.3K
0
-100%
减持
BIL
SPDR SER TR
-$407.1K
40,401
-10%
增持
V
VISA INC
+$371.0K
16,182
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$370.3K
20,861
+5%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$343.4K
5,000
增持
MRK
MERCK & CO INC
+$336.4K
36,665
+19%
增持
SHW
SHERWIN WILLIAMS CO
+$324.0K
3,233
+6%
建仓
MELI
MERCADOLIBRE INC
+$295.5K
144
增持
VTI
VANGUARD INDEX FDS
+$285.6K
2,919
+44%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$282.9K
21,235
+84%
减持
XBI
SPDR SER TR
-$281.7K
3,174
-51%
增持
OEF
ISHARES TR
+$276.4K
5,108
+19%
减持
VOT
VANGUARD INDEX FDS
-$266.1K
5,112
-22%
增持
XSHQ
INVESCO EXCH TRADED FD TR II
+$265.3K
18,492
+34%
增持
ARCC
ARES CAPITAL CORP
+$235.4K
71,341
+18%
清仓
—
LAM RESEARCH CORP
-$230.0K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$225.9K
1,340
清仓
PALL
ABRDN PALLADIUM ETF TRUST
-$220.5K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$219.3K
13,664
增持
BHP
BHP GROUP LTD
+$217.3K
33,736
+3%
建仓
T
AT&T INC
+$213.0K
9,682
建仓
SHOP
SHOPIFY INC
+$212.5K
2,651
增持
MINT
PIMCO ETF TR
+$210.1K
596,609
+0%
增持
GBDC
GOLUB CAP BDC INC
+$206.5K
66,266
+31%
建仓
MS
MORGAN STANLEY
+$203.3K
1,950
减持
IUSV
ISHARES TR
+$203.1K
39,434
-2%
建仓
TGT
TARGET CORP
+$201.2K
1,291
增持
APGE
APOGEE THERAPEUTICS INC
+$201.0K
8,079
+16%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$197.8K
0
-100%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$183.8K
0
-100%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$179.9K
0
-100%
增持
WMT
WALMART INC
+$170.7K
12,891
+0%
增持
EFA
ISHARES TR
+$159.2K
10,932
+13%
增持
BAC
BANK AMERICA CORP
+$140.4K
102,097
+4%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$131.7K
1,189
-2%
增持
IVV
ISHARES TR
+$127.2K
4,178
+0%
建仓
HUT
HUT 8 CORP
+$126.3K
10,300
增持
AMGN
AMGEN INC
+$120.4K
7,949
+2%
减持
HD
HOME DEPOT INC
+$120.0K
18,514
-14%
增持
GLD
SPDR GOLD TR
+$108.6K
3,710
+1%
增持
MA
MASTERCARD INCORPORATED
+$107.4K
976
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$107.1K
2,190
+0%
增持
VOO
VANGUARD INDEX FDS
+$105.2K
2,039
+5%
减持
QQQ
INVESCO QQQ TR
+$105.0K
15,300
-0%
建仓
FFND
NORTHERN LTS FD TR II
+$103.4K
4,378
清仓
BRW
SABA CAPITAL INCOME & OPRNT
-$88.4K
0
-100%
增持
NVO
NOVO-NORDISK A S
-$74.3K
3,427
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$72.7K
20,910
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$67.8K
4,722
+9%
增持
GOOG
ALPHABET INC
-$67.2K
7,225
+4%
增持
EOG
EOG RES INC
+$61.3K
22,344
+5%
增持
—
CHUBB LIMITED
+$59.1K
1,413
+3%
增持
CTAS
CINTAS CORP
+$56.4K
1,723
+304%
减持
OXY
OCCIDENTAL PETE CORP
-$55.6K
4,297
-2%
增持
ORCL
ORACLE CORP
+$55.0K
1,566
+4%
增持
NOW
SERVICENOW INC
+$45.6K
328
+4%
减持
UNH
UNITEDHEALTH GROUP INC
+$44.0K
779
-4%
增持
GIS
GENERAL MLS INC
+$43.0K
4,009
+0%
减持
—
EXXON MOBIL CORP
-$40.0K
5,446
-8%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$39.3K
0
-100%
增持
PFE
PFIZER INC
+$38.0K
17,032
+5%
减持
PDX
PIMCO DYNAMIC INCOME STRATEG
+$37.2K
47,416
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$33.9K
736
+15%
减持
CEFS
EXCHANGE LISTED FDS TR
+$32.1K
81,488
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$30.4K
672
+320%
增持
INDA
ISHARES TR
+$28.5K
1,250
+56%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$28.4K
417
+0%
增持
COST
COSTCO WHSL CORP NEW
+$28.3K
705
+0%
增持
NFLX
NETFLIX INC
+$26.4K
357
+6%
减持
OPFI
OPPFI INC
+$26.2K
53,672
-20%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$24.4K
2,181
-16%
减持
RTX
RTX CORPORATION
+$22.2K
3,290
-12%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$11.9K
0
-100%
减持
IBB
ISHARES TR
-$11.6K
1,950
-9%
