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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 32
减持 87
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$8.4M
55,456
+662%
减持
AAPL
APPLE INC
+$6.5M
760,075
-4%
减持
AVDX
AVIDXCHANGE HOLDINGS INC
+$5.5M
2,984,149
-4%
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。
清仓
MSOS
ADVISORSHARES TR
-$2.7M
0
-100%
增持
MBSF
VALUED ADVISERS TR
+$2.6M
286,722
+59%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$1.8M
0
-100%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.1M
13,801
+575%
减持
VV
VANGUARD INDEX FDS
-$1.1M
52,523
-9%
减持
IJR
ISHARES TR
-$1.1M
32,008
-21%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$969.0K
8,120
建仓
MYFW
FIRST WESTN FINL INC
+$885.9K
45,316
建仓
BLK
BLACKROCK INC
+$792.8K
773
增持
MRK
MERCK & CO INC
-$754.2K
55,488
+0%
清仓
—
BLACKROCK INC
-$734.3K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$715.8K
0
-100%
减持
EFX
EQUIFAX INC
-$714.1K
17,876
-0%
增持
AMZN
AMAZON COM INC
+$699.6K
21,070
+0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$680.9K
1
减持
ABBV
ABBVIE INC
-$658.7K
32,045
-0%
增持
XJR
ISHARES TR
+$650.1K
32,000
+101%
减持
XLK
SELECT SECTOR SPDR TR
-$647.8K
4,199
-42%
增持
GOOG
ALPHABET INC
+$647.6K
23,101
+3%
减持
IJH
ISHARES TR
-$589.6K
34,649
-21%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$564.1K
130,798
+8%
减持
VOO
VANGUARD INDEX FDS
-$557.3K
6,265
-16%
减持
FIP
FTAI INFRASTRUCTURE INC
-$525.8K
224,146
-3%
减持
GOOGL
ALPHABET INC
+$485.5K
21,787
-1%
减持
MSFT
MICROSOFT CORP
-$453.7K
33,027
-1%
减持
EFA
ISHARES TR
-$435.9K
24,073
-11%
减持
XVV
ISHARES TR
-$419.2K
56,201
-16%
减持
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$417.0K
205,577
-2%
减持
AVGO
BROADCOM INC
+$411.1K
8,527
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$405.8K
6,521
-23%
减持
IWR
ISHARES TR
-$405.5K
3,347
-58%
清仓
—
LAM RESEARCH CORP
-$400.2K
0
-100%
减持
LLY
ELI LILLY & CO
-$395.3K
3,267
-1%
减持
NVDA
NVIDIA CORPORATION
+$392.5K
32,308
-1%
减持
IDRV
ISHARES TR
-$391.3K
35,891
-21%
减持
SPY
SPDR S&P 500 ETF TR
-$378.8K
18,864
-5%
清仓
BHP
BHP GROUP LTD
-$375.3K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$368.3K
185
减持
JPM
JPMORGAN CHASE & CO.
+$355.0K
13,991
-2%
建仓
LRCX
LAM RESEARCH CORP
+$354.3K
4,890
减持
VNQ
VANGUARD INDEX FDS
-$351.0K
37,445
-0%
增持
V
VISA INC
+$326.9K
6,070
+5%
减持
—
FTAI AVIATION LTD
+$318.3K
44,678
-3%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$314.6K
300,307
-4%
减持
QCOM
QUALCOMM INC
-$312.8K
14,897
-3%
减持
TSLA
TESLA INC
+$304.0K
2,294
-4%
增持
JNJ
JOHNSON & JOHNSON
-$298.2K
17,190
+0%
减持
IAU
ISHARES GOLD TR
-$297.4K
724,566
-0%
清仓
AMT
AMERICAN TOWER CORP NEW
-$296.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$289.3K
1,290
+28%
建仓
KCCA
KRANESHARES TRUST
+$281.9K
14,370
减持
ICLN
ISHARES TR
-$281.9K
39,427
-21%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$263.8K
12,727
-16%
减持
AFL
AFLAC INC
-$258.7K
24,263
-2%
减持
XBI
SPDR SER TR
-$257.1K
18,160
-5%
减持
IPAY
AMPLIFY ETF TR
+$256.2K
48,825
-1%
增持
—
ARQIT QUANTUM INC
+$253.6K
7,202
+57%
减持
AMGN
AMGEN INC
-$249.5K
2,781
-8%
减持
IEFA
ISHARES TR
-$248.4K
29,581
-1%
增持
—
EXXON MOBIL CORP
-$245.9K
25,653
+0%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$245.6K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$236.9K
0
-100%
增持
SO
SOUTHERN CO
-$235.1K
30,772
+0%
清仓
—
ASTRAZENECA PLC
-$230.2K
0
-100%
建仓
NOW
SERVICENOW INC
+$221.6K
209
清仓
AMAT
APPLIED MATLS INC
-$220.8K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$220.3K
0
-100%
清仓
PSX
PHILLIPS 66
-$218.1K
0
-100%
减持
KO
COCA COLA CO
-$216.3K
20,311
-1%
清仓
CVS
CVS HEALTH CORP
-$212.4K
0
-100%
减持
SCZ
ISHARES TR
-$204.7K
6,167
-28%
清仓
BAX
BAXTER INTL INC
-$202.9K
0
-100%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$202.8K
9,791
建仓
TRV
TRAVELERS COMPANIES INC
+$200.9K
834
减持
CAT
CATERPILLAR INC
-$200.6K
6,040
-1%
减持
PG
PROCTER AND GAMBLE CO
-$192.0K
24,420
-1%
减持
CSCO
CISCO SYS INC
+$187.2K
33,392
-1%
减持
ORCL
ORACLE CORP
-$185.5K
15,123
-5%
减持
UNP
UNION PAC CORP
-$178.8K
8,052
-2%
减持
WMT
WALMART INC
+$171.6K
19,341
-1%
减持
IWF
ISHARES TR
+$168.4K
7,360
-1%
减持
BUG
GLOBAL X FDS
+$162.6K
158,399
-0%
减持
—
AON PLC
+$156.9K
17,350
-1%
建仓
HRTX
HERON THERAPEUTICS INC
+$155.2K
101,467
减持
BAC
BANK AMERICA CORP
+$155.1K
38,581
-1%
减持
IBB
ISHARES TR
-$149.1K
8,828
-2%
减持
CCI
CROWN CASTLE INC
-$144.0K
3,814
-8%
减持
WFC
WELLS FARGO CO NEW
+$129.5K
9,764
-1%
减持
—
MEDTRONIC PLC
-$129.2K
8,121
-6%
减持
DIS
DISNEY WALT CO
+$118.3K
9,362
-3%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$117.8K
0
-100%
增持
ACR
ACRES COMMERCIAL REALTY CORP
+$112.7K
22,104
+42%
减持
NFLX
NETFLIX INC
+$109.2K
775
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$97.9K
1,359
+4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$96.9K
5,625
-18%
减持
DUK
DUKE ENERGY CORP NEW
-$94.4K
11,510
-1%
减持
DGS
WISDOMTREE TR
-$93.4K
14,653
-3%
增持
DOW
DOW INC
-$92.1K
8,380
+7%
增持
PGR
PROGRESSIVE CORP
+$88.9K
1,485
+41%
减持
IJK
ISHARES TR
-$87.8K
4,674
-16%
减持
MDLZ
MONDELEZ INTL INC
-$87.3K
3,472
-13%
减持
XLV
SELECT SECTOR SPDR TR
-$80.9K
4,450
-1%
减持
YUM
YUM BRANDS INC
-$80.1K
6,959
-4%
减持
ZTS
ZOETIS INC
-$78.0K
1,645
-7%
减持
EPP
ISHARES INC
-$75.7K
5,178
-16%
增持
SCHF
SCHWAB STRATEGIC TR
-$74.5K
36,188
+100%
建仓
CELU
CELULARITY INC
+$72.8K
35,000
减持
CMCSA
COMCAST CORP NEW
-$72.1K
12,025
-4%
增持
HD
HOME DEPOT INC
-$72.0K
4,567
+0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$68.0K
71,014
-2%
增持
MMM
3M CO
-$65.8K
15,360
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$65.5K
6,536
+5%
减持
BND
VANGUARD BD INDEX FDS
-$64.2K
690
-54%
增持
MUB
ISHARES TR
-$64.1K
61,602
+1%
减持
MCD
MCDONALDS CORP
-$60.4K
3,152
-1%
增持
SHY
ISHARES TR
-$59.6K
72,777
+0%
减持
IVV
ISHARES TR
+$57.3K
5,272
-0%
减持
IWC
ISHARES TR
+$57.1K
8,788
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$53.6K
3,844
-26%
减持
INTC
INTEL CORP
-$52.7K
10,832
-6%
增持
UNH
UNITEDHEALTH GROUP INC
-$52.4K
746
+1%
减持
PFE
PFIZER INC
-$48.0K
18,531
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$47.8K
9,701
-4%
减持
IEMG
ISHARES INC
-$45.1K
5,744
-4%
增持
NEE
NEXTERA ENERGY INC
-$44.2K
7,425
+9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$44.0K
10,192
-1%
增持
DHR
DANAHER CORPORATION
-$43.7K
1,901
+10%
减持
EWJ
ISHARES INC
-$43.4K
2,390
-16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$40.4K
5,245
-8%
减持
IWM
ISHARES TR
-$40.0K
3,158
-5%
增持
TJX
TJX COS INC NEW
+$38.4K
2,179
+14%
减持
IVE
ISHARES TR
-$37.3K
756
-18%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$32.8K
3,550
-9%
减持
SOLV
SOLVENTUM CORP
-$32.1K
3,086
-9%
建仓
LQD
ISHARES TR
+$32.1K
300
建仓
TIP
ISHARES TR
+$32.0K
300
清仓
EMXC
ISHARES INC
-$30.6K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$29.6K
695
+14%
减持
APD
AIR PRODS & CHEMS INC
-$29.3K
785
-9%
增持
QYLD
GLOBAL X FDS
+$28.1K
2,000
+300%
减持
QQQ
INVESCO QQQ TR
+$27.2K
1,383
-1%
减持
META
META PLATFORMS INC
+$25.8K
3,025
-1%
增持
AGG
ISHARES TR
+$25.6K
1,083
+38%
增持
ANGL
VANECK ETF TRUST
+$22.9K
936
+593%
减持
NSC
NORFOLK SOUTHN CORP
-$22.8K
1,042
-3%
减持
—
KELLANOVA
-$22.7K
7,000
-4%
减持
CRM
SALESFORCE INC
+$22.0K
674
-9%
