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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 92
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AVDX
AVIDXCHANGE HOLDINGS INC
-$12.9M
3,124,147
-1%
减持
AAPL
APPLE INC
+$11.1M
789,206
-4%
增持
IAU
ISHARES GOLD TR
+$4.4M
727,779
+1%
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
SPY
SPDR S&P 500 ETF TR
+$2.2M
19,933
+18%
减持
—
FTAI AVIATION LTD
+$1.3M
46,028
-1%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
7,275
增持
MBSF
VALUED ADVISERS TR
+$1.2M
180,370
+32%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$1.1M
15,072
增持
—
AON PLC
+$941.3K
17,557
+0%
增持
ABBV
ABBVIE INC
+$931.0K
32,171
+2%
增持
EFX
EQUIFAX INC
+$923.0K
17,933
+0%
增持
MUB
ISHARES TR
+$922.0K
61,012
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$902.5K
13,985
+3%
增持
VV
VANGUARD INDEX FDS
+$898.2K
57,644
+1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$744.0K
18,094
建仓
SCHV
SCHWAB STRATEGIC TR
+$738.0K
9,182
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$715.3K
312,207
-0%
增持
MRK
MERCK & CO INC
-$560.5K
55,271
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$519.7K
13,568
+0%
减持
MMM
3M CO
+$516.7K
14,986
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$515.7K
7,335
+511%
减持
AFL
AFLAC INC
+$514.9K
24,763
-2%
建仓
IJK
ISHARES TR
+$512.8K
5,578
减持
VNQ
VANGUARD INDEX FDS
+$497.2K
37,530
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$482.7K
16,223
+0%
增持
VOO
VANGUARD INDEX FDS
+$477.3K
7,430
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$476.9K
7,194
+42%
增持
PG
PROCTER AND GAMBLE CO
+$462.7K
24,746
+7%
增持
WMT
WALMART INC
+$443.8K
19,565
+17%
增持
QCOM
QUALCOMM INC
-$439.6K
15,297
+0%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$436.6K
209,966
+0%
增持
JNJ
JOHNSON & JOHNSON
+$424.3K
17,180
+6%
减持
ORCL
ORACLE CORP
+$422.7K
15,878
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$417.4K
45,522
-0%
减持
IJR
ISHARES TR
+$414.0K
40,561
-0%
增持
VTI
VANGUARD INDEX FDS
+$401.6K
13,348
+6%
增持
SO
SOUTHERN CO
+$390.6K
30,697
+0%
增持
CAT
CATERPILLAR INC
+$383.8K
6,115
+1%
增持
IWR
ISHARES TR
+$377.0K
7,957
+99%
增持
SHY
ISHARES TR
+$365.6K
72,470
+5%
增持
GOOG
ALPHABET INC
-$348.2K
22,440
+0%
增持
NVDA
NVIDIA CORPORATION
+$342.4K
32,492
+11%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$337.1K
381
增持
IWM
ISHARES TR
+$304.6K
3,340
+56%
建仓
EPP
ISHARES INC
+$302.6K
6,195
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$302.0K
6,203
+0%
增持
AVGO
BROADCOM INC
+$299.0K
9,077
+1050%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$291.0K
121,649
+2%
增持
KO
COCA COLA CO
+$289.6K
20,470
+10%
增持
MCD
MCDONALDS CORP
+$280.7K
3,199
+18%
增持
HD
HOME DEPOT INC
+$278.8K
4,562
+0%
增持
PH
PARKER-HANNIFIN CORP
+$277.2K
2,160
+0%
减持
ABT
ABBOTT LABS
+$272.9K
29,431
-1%
增持
CSCO
CISCO SYS INC
+$269.2K
33,626
+5%
增持
AMZN
AMAZON COM INC
+$264.8K
21,054
+11%
增持
META
META PLATFORMS INC
+$260.4K
3,049
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$253.7K
14,222
+5%
建仓
AFRM
AFFIRM HLDGS INC
+$253.3K
6,205
建仓
SOLV
SOLVENTUM CORP
+$236.0K
3,385
建仓
BX
BLACKSTONE INC
+$232.3K
1,517
建仓
—
ASTRAZENECA PLC
+$230.2K
2,955
建仓
GE
GE AEROSPACE
+$228.9K
1,212
建仓
—
SOUTHSTATE CORPORATION
+$227.0K
2,336
增持
BUG
GLOBAL X FDS
+$225.5K
159,136
+0%
建仓
TJX
TJX COS INC NEW
+$224.9K
1,913
增持
ALL
ALLSTATE CORP
+$222.6K
6,710
+2%
增持
PEP
PEPSICO INC
+$220.5K
25,866
+2%
建仓
SWK
STANLEY BLACK & DECKER INC
+$220.3K
2,000
减持
IPAY
AMPLIFY ETF TR
+$219.9K
49,257
-2%
建仓
—
ACCENTURE PLC IRELAND
+$214.9K
608
清仓
AEP
AMERICAN ELEC PWR CO INC
-$214.0K
0
-100%
建仓
BN
BROOKFIELD CORP
+$212.6K
4,000
建仓
CVS
CVS HEALTH CORP
+$212.4K
3,378
清仓
BA
BOEING CO
-$210.2K
0
-100%
增持
XBI
SPDR SER TR
+$210.2K
19,156
+6%
建仓
SCHA
SCHWAB STRATEGIC TR
+$209.8K
4,074
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$209.8K
2,045
建仓
CINF
CINCINNATI FINL CORP
+$206.8K
1,510
建仓
EWJ
ISHARES INC
+$203.7K
2,848
建仓
CRM
SALESFORCE INC
+$203.7K
743
建仓
BAX
BAXTER INTL INC
+$202.9K
5,300
增持
UNP
UNION PAC CORP
+$199.5K
8,175
+2%
增持
LLY
ELI LILLY & CO
+$196.7K
3,293
+10%
增持
—
KELLANOVA
+$185.7K
7,304
+4%
增持
FIP
FTAI INFRASTRUCTURE INC
+$183.7K
230,031
+1%
增持
QQQ
INVESCO QQQ TR
+$182.7K
1,391
+34%
建仓
IVE
ISHARES TR
+$181.6K
921
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$176.9K
8,461
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$176.4K
11,574
+0%
增持
NEE
NEXTERA ENERGY INC
+$176.1K
6,820
+21%
增持
MA
MASTERCARD INCORPORATED
+$165.6K
2,894
+1%
减持
VGT
VANGUARD WORLD FD
-$163.4K
965
-24%
减持
IEFA
ISHARES TR
+$160.9K
29,819
-0%
增持
—
EXXON MOBIL CORP
+$159.3K
25,639
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$146.1K
735
+32%
增持
INTU
INTUIT
-$145.9K
4,609
+1%
减持
IDRV
ISHARES TR
+$143.0K
45,351
-0%
减持
TSLA
TESLA INC
+$140.2K
2,379
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$135.8K
5,217
+90%
增持
V
VISA INC
+$131.8K
5,788
+4%
增持
—
BLACKROCK INC
+$129.4K
773
+1%
增持
—
LAM RESEARCH CORP
-$116.2K
489
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$114.4K
954
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$111.3K
10,292
+1%
减持
EFA
ISHARES TR
+$103.7K
26,977
-2%
增持
COST
COSTCO WHSL CORP NEW
+$100.5K
1,007
+8%
增持
LOW
LOWES COS INC
+$100.1K
1,658
+5%
增持
MSFT
MICROSOFT CORP
-$98.0K
33,406
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$94.3K
1,457
+4%
增持
NFLX
NETFLIX INC
+$93.7K
820
+13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$92.4K
1,519
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$86.6K
1,309
+11%
建仓
TLH
ISHARES TR
+$85.8K
785
增持
RTX
RTX CORPORATION
+$85.5K
3,028
+8%
增持
ACR
ACRES COMMERCIAL REALTY CORP
+$84.8K
15,600
+25%
增持
IEMG
ISHARES INC
+$83.3K
6,011
+23%
减持
CCI
CROWN CASTLE INC
+$82.0K
4,132
-1%
减持
IWC
ISHARES TR
+$76.3K
8,828
-1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$75.7K
4,015
+0%
减持
BAB
INVESCO EXCH TRADED FD TR II
+$75.5K
66,051
-0%
增持
SPGI
S&P GLOBAL INC
+$72.1K
737
+7%
增持
AMGN
AMGEN INC
+$71.1K
3,024
+5%
增持
GIS
GENERAL MLS INC
+$69.8K
6,440
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$68.8K
1,276
+10%
减持
BAC
BANK AMERICA CORP
-$66.7K
38,823
-4%
增持
INTC
INTEL CORP
-$65.6K
11,502
+6%
减持
IJH
ISHARES TR
+$60.1K
44,105
-4%
减持
VB
VANGUARD INDEX FDS
+$58.5K
4,226
-2%
减持
IBB
ISHARES TR
+$58.2K
9,040
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$56.9K
2,172
+6%
增持
MSOS
ADVISORSHARES TR
-$55.7K
379,211
+0%
增持
FITB
FIFTH THIRD BANCORP
+$54.8K
7,500
+3%
增持
YUM
YUM BRANDS INC
+$54.6K
7,256
+0%
增持
SYK
STRYKER CORPORATION
+$54.4K
1,601
+4%
增持
ZTS
ZOETIS INC
+$53.7K
1,771
+5%
增持
PGR
PROGRESSIVE CORP
+$53.6K
1,052
+2%
减持
ADBE
ADOBE INC
-$49.1K
814
-4%
增持
PAYX
PAYCHEX INC
+$49.0K
3,098
+0%
减持
IWF
ISHARES TR
+$48.6K
7,425
-1%
增持
GOOGL
ALPHABET INC
-$47.8K
21,940
+8%
增持
PFE
PFIZER INC
+$47.1K
18,645
+6%
增持
—
DUPONT DE NEMOURS INC
+$44.4K
4,781
+1%
增持
TGT
TARGET CORP
+$43.7K
2,111
+10%
增持
CL
COLGATE PALMOLIVE CO
+$40.7K
5,718
+0%
清仓
—
ARQIT QUANTUM INC
-$38.8K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$38.7K
323
增持
TDG
TRANSDIGM GROUP INC
+$38.4K
214
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$37.9K
9,200
+1%
增持
MDLZ
MONDELEZ INTL INC
+$37.7K
3,997
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$37.3K
1,076
-24%
