小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Biltmore Family Office, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Biltmore Family Office, LLC
报告期 2026-03-31 · CIK 0001731123
持仓数
325
前50大市值合计
$554.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 28
减持 79
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$18.9M
869,569
-4%
减持
AVDX
AVIDXCHANGE HOLDINGS INC
+$3.9M
3,331,317
-15%
减持
BIV
VANGUARD BD INDEX FDS
-$2.2M
7,213
-80%
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
BSV
VANGUARD BD INDEX FDS
-$1.8M
26,886
-47%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.4M
226,824
-29%
清仓
FIVE
FIVE BELOW INC
-$1.0M
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$1.0M
0
-100%
减持
—
ETF MANAGERS TR
-$1.0M
64,485
-29%
减持
VTI
VANGUARD INDEX FDS
-$1.0M
9,275
-38%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$977.1K
284,876
+35%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$968.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$930.6K
15,406
+7%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$898.9K
205,913
+1%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$838.3K
0
-100%
增持
IJR
ISHARES TR
+$831.7K
34,295
+28%
清仓
UNH
UNITEDHEALTH GROUP INC
-$798.2K
0
-100%
减持
ABBV
ABBVIE INC
-$760.4K
30,312
-0%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$757.8K
0
-100%
减持
IAU
ISHARES GOLD TR
-$756.7K
700,838
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$738.8K
1,447
-44%
清仓
IQV
IQVIA HLDGS INC
-$737.3K
0
-100%
减持
V
VISA INC
-$729.8K
4,990
-41%
减持
INTU
INTUIT
-$718.9K
4,345
-29%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$677.6K
12,688
+7%
清仓
SCHV
SCHWAB STRATEGIC TR
-$675.5K
0
-100%
建仓
RC
READY CAPITAL CORP
+$663.4K
57,388
清仓
CHD
CHURCH & DWIGHT CO INC
-$650.3K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$629.7K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$581.1K
0
-100%
清仓
—
BROADMARK RLTY CAP INC
-$575.3K
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$568.3K
2,322
-44%
增持
MUB
ISHARES TR
+$541.1K
24,113
+28%
减持
NKE
NIKE INC
-$534.4K
2,093
-66%
减持
VTV
VANGUARD INDEX FDS
-$523.8K
1,040
-79%
增持
FIP
FTAI INFRASTRUCTURE INC
+$517.2K
229,246
+109%
减持
EFX
EQUIFAX INC
+$517.0K
18,428
-2%
清仓
—
SPLUNK INC
-$511.7K
0
-100%
减持
MSFT
MICROSOFT CORP
-$511.2K
25,654
-20%
清仓
—
APTIV PLC
-$509.3K
0
-100%
减持
GOOGL
ALPHABET INC
-$502.9K
20,156
-28%
减持
VV
VANGUARD INDEX FDS
+$496.8K
44,433
-2%
减持
—
FTAI AVIATION LTD
-$489.7K
72,973
-27%
增持
MRK
MERCK & CO INC
+$482.3K
53,210
+0%
增持
IJH
ISHARES TR
+$481.3K
9,788
+18%
清仓
—
PRIMO WATER CORPORATION
-$475.2K
0
-100%
清仓
NFLX
NETFLIX INC
-$458.1K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$453.6K
0
-100%
减持
ZTS
ZOETIS INC
-$447.5K
1,360
-67%
清仓
SCHE
SCHWAB STRATEGIC TR
-$444.1K
0
-100%
清仓
FHB
FIRST HAWAIIAN INC
-$428.4K
0
-100%
增持
BUG
GLOBAL X FDS
+$422.3K
104,436
+16%
清仓
SCHM
SCHWAB STRATEGIC TR
-$416.2K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$397.2K
43,546
-8%
减持
IEMG
ISHARES INC
-$395.5K
4,638
-64%
清仓
RJF
RAYMOND JAMES FINL INC
-$386.5K
0
-100%
清仓
—
GENPACT LIMITED
-$373.5K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$362.8K
0
-100%
减持
ORCL
ORACLE CORP
+$361.6K
16,321
-4%
清仓
CPRT
COPART INC
-$357.9K
0
-100%
清仓
AME
AMETEK INC
-$356.3K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$353.7K
0
-100%
减持
LLY
LILLY ELI & CO
+$353.2K
3,002
-2%
清仓
GPN
GLOBAL PMTS INC
-$345.2K
0
-100%
清仓
WEX
WEX INC
-$343.9K
0
-100%
增持
SHY
ISHARES TR
+$341.5K
65,539
+8%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$339.4K
0
-100%
减持
ICLN
ISHARES TR
-$334.8K
211,205
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$328.8K
4,000
-41%
清仓
—
ICON PLC
-$325.1K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$322.7K
0
-100%
减持
QCOM
QUALCOMM INC
-$303.8K
7,127
-21%
减持
SYK
STRYKER CORPORATION
-$298.0K
1,500
-43%
减持
GOOG
ALPHABET INC
+$278.2K
17,815
-1%
减持
—
AON PLC
+$276.1K
17,485
-4%
增持
XJH
ISHARES TR
+$275.1K
31,248
+27%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$267.4K
543
-61%
清仓
EEFT
EURONET WORLDWIDE INC
-$262.2K
0
-100%
增持
XBI
SPDR SER TR
+$255.3K
28,042
+3%
清仓
SCHA
SCHWAB STRATEGIC TR
-$254.7K
0
-100%
减持
ABT
ABBOTT LABS
-$254.1K
28,992
-14%
清仓
TRU
TRANSUNION
-$249.1K
0
-100%
清仓
TGT
TARGET CORP
-$248.8K
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$248.0K
52,479
+23%
减持
AMZN
AMAZON COM INC
-$228.3K
9,638
-33%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$219.1K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$217.4K
0
-100%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$216.0K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$215.3K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$214.7K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$213.5K
82,692
+1%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$212.8K
39,196
+6%
清仓
CAG
CONAGRA BRANDS INC
-$209.4K
0
-100%
减持
IWM
ISHARES TR
-$208.8K
2,185
-37%
建仓
WM
WASTE MGMT INC DEL
+$207.3K
1,196
增持
EFA
ISHARES TR
+$201.8K
28,894
+9%
增持
SCZ
ISHARES TR
+$194.0K
14,426
+31%
减持
CSCO
CISCO SYS INC
-$167.4K
33,379
-8%
减持
LOW
LOWES COS INC
-$163.7K
1,480
-41%
减持
JNJ
JOHNSON & JOHNSON
+$158.4K
15,431
-0%
减持
IWF
ISHARES TR
+$153.8K
5,581
-1%
减持
PFE
PFIZER INC
-$147.7K
19,924
-7%
减持
AVGO
BROADCOM INC
+$146.2K
920
-9%
减持
AFL
AFLAC INC
+$144.0K
27,399
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$139.4K
34,862
-6%
增持
AMGN
AMGEN INC
+$132.1K
2,333
+46%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$129.3K
7,948
-1%
减持
INVH
INVITATION HOMES INC
-$124.7K
14,854
-27%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$118.0K
12,343
-6%
减持
TFC
TRUIST FINL CORP
-$117.3K
8,681
-22%
增持
DFUS
DIMENSIONAL ETF TRUST
+$110.5K
27,481
+1%
减持
—
OUTFRONT MEDIA INC
-$109.0K
18,786
-25%
减持
META
META PLATFORMS INC
+$107.7K
2,695
-14%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$99.2K
2,714
-27%
减持
CCI
CROWN CASTLE INC
-$95.6K
3,766
-4%
减持
—
LAM RESEARCH CORP
+$91.9K
825
-0%
增持
WMT
WALMART INC
+$89.8K
5,824
+4%
减持
ISRG
INTUITIVE SURGICAL INC
+$88.6K
1,524
-10%
增持
IEFA
ISHARES TR
+$86.3K
18,480
+6%
增持
XJR
ISHARES TR
+$81.8K
18,727
+11%
减持
DMXF
ISHARES TR
-$81.7K
10,367
-13%
增持
DIS
DISNEY WALT CO
-$77.8K
8,693
+2%
减持
XLI
SELECT SECTOR SPDR TR
-$75.6K
100
-88%
减持
XLE
SELECT SECTOR SPDR TR
-$74.7K
750
-54%
减持
MMM
3M CO
-$74.5K
14,723
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$72.2K
12,749
-1%
减持
TSLA
TESLA INC
+$69.1K
1,299
-1%
减持
—
EXXON MOBIL CORP
-$68.0K
24,388
-0%
增持
IWC
ISHARES TR
+$61.4K
4,874
+8%
增持
SMH
VANECK ETF TRUST
+$61.2K
2,964
+100%
减持
CVX
CHEVRON CORP NEW
-$61.0K
1,679
-16%
减持
GIS
GENERAL MLS INC
-$60.9K
6,515
-1%
减持
DVY
ISHARES TR
-$57.8K
2,159
-16%
减持
AJG
GALLAGHER ARTHUR J & CO
+$55.2K
2,000
-0%
减持
PEP
PEPSICO INC
+$53.7K
25,389
-0%
减持
MA
MASTERCARD INCORPORATED
+$50.3K
2,170
-2%
减持
BHP
BHP GROUP LTD
-$49.5K
6,463
-6%
增持
HON
HONEYWELL INTL INC
+$48.0K
1,589
+8%
减持
NEE
NEXTERA ENERGY INC
-$42.9K
5,566
-6%
减持
YUM
YUM BRANDS INC
+$42.8K
6,944
-0%
减持
EMXC
ISHARES INC
-$40.4K
1,500
-38%
减持
KO
COCA COLA CO
-$40.3K
16,435
-1%
减持
PG
PROCTER AND GAMBLE CO
-$37.1K
22,797
-3%
减持
BAC
BANK AMERICA CORP
-$35.7K
37,613
-4%
减持
CMCSA
COMCAST CORP NEW
+$34.5K
11,481
-2%
增持
GLD
SPDR GOLD TR
+$29.4K
1,801
+13%
减持
HD
HOME DEPOT INC
-$27.6K
4,173
-7%
减持
QQQ
INVESCO QQQ TR
+$26.9K
1,383
-8%
减持
MCD
MCDONALDS CORP
+$26.2K
1,810
-2%
减持
COST
COSTCO WHSL CORP NEW
-$24.6K
725
-13%
减持
CAT
CATERPILLAR INC
-$24.1K
4,412
-9%
