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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 141 项
建仓 19
增持 76
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$29.3M
820,143
-2%
减持
AVDX
AVIDXCHANGE HOLDINGS INC
-$4.9M
3,169,147
-3%
建仓
MBSF
VALUED ADVISERS TR
+$3.5M
136,197
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
IAU
ISHARES GOLD TR
+$2.1M
722,865
+2%
增持
MSFT
MICROSOFT CORP
+$2.0M
32,381
+10%
减持
SHY
ISHARES TR
-$1.1M
69,324
-16%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
29,171
+945%
减持
BSV
VANGUARD BD INDEX FDS
-$1.1M
10,187
-58%
减持
MSOS
ADVISORSHARES TR
-$1.0M
378,530
-1%
增持
VV
VANGUARD INDEX FDS
+$976.1K
57,189
+3%
减持
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$844.0K
209,549
-1%
增持
IWF
ISHARES TR
+$788.4K
7,513
+30%
减持
GOOG
ALPHABET INC
+$687.4K
22,353
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$659.1K
16,907
+3%
减持
GOOGL
ALPHABET INC
+$576.0K
20,239
-2%
减持
VNQ
VANGUARD INDEX FDS
-$559.0K
37,615
-13%
减持
FIP
FTAI INFRASTRUCTURE INC
+$520.4K
228,205
-1%
清仓
BIV
VANGUARD BD INDEX FDS
-$503.2K
0
-100%
增持
QCOM
QUALCOMM INC
+$471.2K
15,267
+1%
增持
LLY
ELI LILLY & CO
+$445.9K
3,005
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$433.3K
13,572
+18%
增持
MUB
ISHARES TR
+$401.7K
53,550
+9%
增持
CAT
CATERPILLAR INC
+$396.4K
6,028
+37%
增持
IWD
ISHARES TR
+$373.4K
2,512
+594%
减持
IPAY
AMPLIFY ETF TR
-$296.1K
50,338
-0%
建仓
UNH
UNITEDHEALTH GROUP INC
+$283.7K
557
增持
ORCL
ORACLE CORP
+$276.8K
16,168
+1%
减持
—
FTAI AVIATION LTD
+$275.8K
46,379
-31%
增持
AMZN
AMAZON COM INC
+$266.4K
18,930
+1%
增持
PEP
PEPSICO INC
-$259.2K
25,332
+1%
增持
IVV
ISHARES TR
+$254.4K
5,281
+5%
增持
AMGN
AMGEN INC
+$251.9K
2,891
+26%
增持
—
BLACKROCK INC
+$250.4K
768
+81%
增持
ABT
ABBOTT LABS
-$248.5K
29,666
+1%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$244.9K
1,165
增持
MRK
MERCK & CO INC
-$237.2K
55,227
+3%
清仓
BAX
BAXTER INTL INC
-$232.2K
0
-100%
清仓
AFRM
AFFIRM HLDGS INC
-$227.3K
0
-100%
减持
IJH
ISHARES TR
-$225.9K
45,941
-4%
建仓
APD
AIR PRODS & CHEMS INC
+$222.7K
863
建仓
AEP
AMERICAN ELEC PWR CO INC
+$214.0K
2,439
建仓
PGR
PROGRESSIVE CORP
+$213.3K
1,027
减持
AVGO
BROADCOM INC
+$213.1K
789
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$212.3K
13,605
-0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$211.7K
312,707
-0%
增持
COST
COSTCO WHSL CORP NEW
+$210.5K
932
+17%
清仓
NKE
NIKE INC
-$203.1K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$202.4K
2,746
增持
DIS
DISNEY WALT CO
-$199.4K
9,186
+1%
清仓
BMEZ
BLACKROCK HEALTH SCIENCES TE
-$198.7K
0
-100%
增持
MCD
MCDONALDS CORP
+$191.0K
2,721
+53%
增持
VB
VANGUARD INDEX FDS
+$188.7K
4,326
+30%
增持
KO
COCA COLA CO
+$184.0K
18,575
+14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$183.0K
10,142
-9%
增持
VOO
VANGUARD INDEX FDS
+$175.4K
6,885
+1%
减持
IJR
ISHARES TR
-$163.3K
40,596
-0%
建仓
ACR
ACRES COMMERCIAL REALTY CORP
+$159.5K
12,500
增持
BUG
GLOBAL X FDS
+$147.3K
158,884
+4%
清仓
—
GLOBAL X FDS
-$141.0K
0
-100%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$135.2K
118,941
+10%
增持
INTC
INTEL CORP
-$131.5K
10,832
+2%
减持
PH
PARKER-HANNIFIN CORP
-$131.4K
2,150
-2%
增持
UNP
UNION PAC CORP
-$127.6K
8,024
+2%
增持
WMT
WALMART INC
+$125.7K
16,778
+0%
减持
EL
LAUDER ESTEE COS INC
-$123.3K
2,205
-5%
增持
PG
PROCTER AND GAMBLE CO
+$118.7K
23,183
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$114.3K
45,687
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$106.4K
13,553
+8%
增持
JNJ
JOHNSON & JOHNSON
+$105.4K
16,146
+13%
增持
NFLX
NETFLIX INC
+$103.5K
723
+14%
增持
NEE
NEXTERA ENERGY INC
+$101.4K
5,655
+21%
增持
IEFA
ISHARES TR
+$99.1K
29,825
+7%
增持
BAC
BANK AMERICA CORP
+$90.8K
40,414
+1%
减持
QQQ
INVESCO QQQ TR
-$82.1K
1,036
-20%
增持
TSLA
TESLA INC
+$82.0K
2,437
+7%
增持
META
META PLATFORMS INC
+$80.1K
2,945
+2%
增持
DVY
ISHARES TR
+$73.3K
2,667
+32%
减持
SMH
VANECK ETF TRUST
+$72.0K
3,050
-5%
增持
V
VISA INC
-$71.4K
5,561
+1%
增持
HD
HOME DEPOT INC
-$69.0K
4,560
+7%
减持
IWC
ISHARES TR
-$66.9K
8,880
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$66.1K
1,630
+1%
增持
—
MEDTRONIC PLC
-$62.3K
8,636
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$60.3K
949
+13%
增持
BND
VANGUARD BD INDEX FDS
+$59.0K
1,515
+120%
增持
BMO
BANK MONTREAL QUE
-$58.8K
4,347
+0%
增持
INTU
INTUIT
+$58.4K
4,577
+1%
增持
WFC
WELLS FARGO CO NEW
+$53.0K
9,386
+8%
减持
EFA
ISHARES TR
-$52.8K
27,478
-0%
增持
DHR
DANAHER CORPORATION
+$52.7K
1,811
+13%
减持
DOW
DOW INC
-$52.6K
7,801
-3%
增持
ADBE
ADOBE INC
+$52.2K
847
+2%
增持
ADI
ANALOG DEVICES INC
+$51.6K
1,639
+0%
增持
CSCO
CISCO SYS INC
-$51.5K
32,001
+2%
减持
GIS
GENERAL MLS INC
-$50.0K
6,415
-2%
增持
WM
WASTE MGMT INC DEL
+$49.5K
1,550
+18%
减持
ICLN
ISHARES TR
-$48.0K
56,461
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$47.8K
4,158
-13%
增持
RTX
RTX CORPORATION
+$44.3K
2,803
+15%
减持
AFL
AFLAC INC
+$44.1K
25,233
-2%
建仓
IXUS
ISHARES TR
+$40.7K
603
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$40.3K
1,532
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$38.8K
1,397
-4%
减持
MDLZ
MONDELEZ INTL INC
-$35.5K
3,927
-6%
增持
CVX
CHEVRON CORP NEW
+$33.6K
1,881
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$30.5K
6,347
+7%
增持
XBI
SPDR SER TR
+$29.2K
18,147
+4%
增持
ZTS
ZOETIS INC
+$28.3K
1,686
+8%
增持
—
ARQIT QUANTUM INC
-$25.7K
113,595
+27%
增持
ABBV
ABBVIE INC
-$24.9K
31,612
+6%
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$24.9K
10,500
-1%
增持
CMCSA
COMCAST CORP NEW
-$22.7K
12,690
+6%
增持
HON
HONEYWELL INTL INC
+$21.9K
1,558
+3%
增持
TGT
TARGET CORP
-$21.8K
1,927
+11%
增持
IEMG
ISHARES INC
+$21.8K
4,891
+5%
减持
VGT
VANGUARD WORLD FD
+$19.9K
1,265
-7%
建仓
REET
ISHARES TR
+$19.8K
850
建仓
SPBO
SPDR SER TR
+$19.0K
662
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$18.9K
74,172
-5%
减持
BHP
BHP GROUP LTD
-$17.1K
6,174
-4%
建仓
IBDT
ISHARES TR
+$16.1K
650
增持
LOW
LOWES COS INC
-$15.5K
1,582
+11%
建仓
—
ISHARES TR
+$15.3K
610
减持
—
ARQIT QUANTUM INC
-$14.4K
123,569
-11%
建仓
—
ISHARES TR
+$13.9K
560
增持
AMT
AMERICAN TOWER CORP NEW
+$13.0K
1,163
+7%
建仓
ITOT
ISHARES TR
+$12.5K
105
增持
AGG
ISHARES TR
+$11.1K
783
+18%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$10.9K
199
增持
XLF
SELECT SECTOR SPDR TR
-$9.1K
11,225
+0%
增持
MA
MASTERCARD INCORPORATED
+$8.0K
2,864
+10%
建仓
IBDS
ISHARES TR
+$7.1K
300
减持
GLD
SPDR GOLD TR
+$5.8K
1,577
-3%
建仓
IYLD
ISHARES TR
+$3.9K
196
建仓
VDE
VANGUARD WORLD FD
+$3.7K
29
增持
YUM
YUM BRANDS INC
-$3.6K
7,241
+4%
增持
PAYX
PAYCHEX INC
+$3.6K
3,093
+5%
减持
XLU
SELECT SECTOR SPDR TR
-$2.8K
730
-9%
增持
—
EXXON MOBIL CORP
-$1.8K
24,723
+1%
增持
ILF
ISHARES TR
+$1.7K
486
+33%
减持
CQQQ
INVESCO EXCH TRADED FD TR II
-$350
841
-6%
