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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 55
减持 76
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$14.4M
756,607
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.3M
93,084
+39%
减持
MSFT
MICROSOFT CORP
+$2.8M
32,206
-9%
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
TJX
TJX COS INC NEW
-$1.9M
2,179
-88%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
19,297
-21%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
32,675
+1%
增持
ROBT
FIRST TR EXCHANGE TRADED FD
+$1.6M
145,581
+8%
减持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$1.6M
201,327
-1%
减持
ABBV
ABBVIE INC
-$1.4M
31,517
-9%
减持
IAU
ISHARES GOLD TR
+$1.4M
702,089
-2%
增持
ORCL
ORACLE CORP
+$1.3M
15,661
+4%
减持
HD
HOME DEPOT INC
-$1.3M
4,580
-43%
减持
EFX
EQUIFAX INC
-$1.2M
17,676
-25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$969.0K
14,558
-4%
减持
VV
VANGUARD INDEX FDS
+$961.6K
50,147
-4%
增持
BUG
GLOBAL X FDS
+$901.6K
162,436
+3%
减持
MRK
MERCK & CO INC
-$838.9K
55,495
-5%
减持
—
AON PLC
-$820.6K
16,549
-2%
增持
INTU
INTUIT
+$797.4K
4,588
+0%
减持
AVGO
BROADCOM INC
+$764.7K
7,838
-6%
减持
CVX
CHEVRON CORP NEW
-$762.2K
2,868
-59%
减持
JNJ
JOHNSON & JOHNSON
-$646.0K
17,347
-13%
减持
MCD
MCDONALDS CORP
-$629.5K
2,819
-39%
增持
AMZN
AMAZON COM INC
+$629.3K
20,868
+1%
增持
VNQ
VANGUARD INDEX FDS
+$618.7K
47,136
+19%
增持
META
META PLATFORMS INC
+$577.9K
3,321
+2%
增持
IWF
ISHARES TR
+$561.5K
7,582
+3%
增持
VOO
VANGUARD INDEX FDS
+$536.2K
7,722
+3%
增持
GOOGL
ALPHABET INC
+$493.0K
22,312
+0%
增持
GOOG
ALPHABET INC
+$491.3K
23,115
+0%
增持
IEFA
ISHARES TR
+$478.0K
28,401
+14%
减持
PEP
PEPSICO INC
-$476.5K
25,877
-0%
减持
LOW
LOWES COS INC
-$470.1K
1,411
-58%
减持
TRV
TRAVELERS COMPANIES INC
-$447.0K
834
-67%
减持
QCOM
QUALCOMM INC
-$437.1K
11,624
-22%
减持
PG
PROCTER AND GAMBLE CO
-$433.8K
24,468
-4%
增持
KO
COCA COLA CO
+$419.2K
26,441
+30%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$416.9K
13,773
-10%
减持
MUB
ISHARES TR
-$413.0K
50,435
-6%
增持
VTI
VANGUARD INDEX FDS
+$406.3K
13,367
+0%
增持
FIP
FTAI INFRASTRUCTURE INC
+$376.4K
226,046
+1%
减持
MBSF
VALUED ADVISERS TR
-$346.0K
282,992
-5%
减持
UNP
UNION PAC CORP
-$332.6K
8,054
-13%
增持
IPAY
AMPLIFY ETF TR
+$331.2K
48,360
+0%
减持
CL
COLGATE PALMOLIVE CO
-$317.9K
6,108
-34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$301.7K
6,537
+0%
减持
—
EXXON MOBIL CORP
-$301.6K
26,053
-0%
减持
NFLX
NETFLIX INC
+$287.3K
754
-3%
建仓
GEV
GE VERNOVA INC
+$285.7K
540
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$272.6K
294,990
-1%
减持
ABT
ABBOTT LABS
-$269.8K
29,173
-9%
建仓
PWR
QUANTA SVCS INC
+$264.3K
699
减持
IVV
ISHARES TR
+$259.2K
5,107
-1%
建仓
—
ARQIT QUANTUM INC
+$252.7K
6,824
减持
SHY
ISHARES TR
-$252.2K
68,658
-4%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$245.8K
64,310
-7%
增持
BAC
BANK AMERICA CORP
+$233.2K
39,748
+1%
减持
DIS
DISNEY WALT CO
+$232.8K
9,212
-1%
建仓
CEG
CONSTELLATION ENERGY CORP
+$229.8K
712
清仓
—
ACCENTURE PLC IRELAND
-$229.3K
0
-100%
建仓
MS
MORGAN STANLEY
+$226.6K
1,609
建仓
ED
CONSOLIDATED EDISON INC
+$220.5K
2,198
减持
AJG
GALLAGHER ARTHUR J & CO
-$210.3K
1,500
-25%
清仓
BN
BROOKFIELD CORP
-$209.6K
0
-100%
建仓
CDW
CDW CORP
+$209.1K
1,171
减持
LLY
ELI LILLY & CO
-$206.1K
3,197
-2%
建仓
APH
AMPHENOL CORP NEW
+$205.3K
2,076
清仓
PSX
PHILLIPS 66
-$204.9K
0
-100%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$203.2K
9,791
建仓
AMAT
APPLIED MATLS INC
+$200.1K
1,093
增持
PH
PARKER-HANNIFIN CORP
+$197.1K
2,162
+0%
减持
AMGN
AMGEN INC
-$191.5K
2,375
-13%
减持
UNH
UNITEDHEALTH GROUP INC
-$186.7K
654
-12%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$180.9K
14,467
+7%
增持
—
FTAI AVIATION LTD
+$180.2K
44,641
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$177.2K
1,436
-7%
增持
PNC
PNC FINL SVCS GROUP INC
+$173.5K
16,227
+0%
减持
IWC
ISHARES TR
-$171.0K
6,078
-29%
减持
WMT
WALMART INC
+$165.6K
19,231
-1%
减持
SMH
VANECK ETF TRUST
+$160.4K
2,850
-5%
减持
EFA
ISHARES TR
+$153.7K
21,399
-1%
增持
AFRM
AFFIRM HLDGS INC
+$153.1K
6,270
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$148.9K
13,663
-12%
减持
XLK
SELECT SECTOR SPDR TR
+$145.5K
4,385
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$139.6K
1,520
+0%
增持
TSLA
TESLA INC
+$133.9K
2,280
+0%
减持
IJR
ISHARES TR
+$125.3K
31,283
-1%
减持
YUM
YUM BRANDS INC
-$118.1K
6,593
-5%
增持
BLK
BLACKROCK INC
+$114.1K
806
+4%
减持
RTX
RTX CORPORATION
-$108.4K
3,122
-27%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$97.4K
1,289
增持
ACR
ACRES COMMERCIAL REALTY CORP
-$85.2K
23,700
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$81.9K
6,553
+0%
增持
GE
GE AEROSPACE
+$81.2K
1,388
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$73.9K
1,034
-19%
减持
IJH
ISHARES TR
+$70.6K
33,869
-3%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$68.9K
438
增持
ADI
ANALOG DEVICES INC
+$68.0K
1,705
+2%
减持
VO
VANGUARD INDEX FDS
+$65.9K
5,278
-4%
减持
WFC
WELLS FARGO CO NEW
+$64.1K
9,419
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$63.9K
9,217
-10%
减持
ZTS
ZOETIS INC
-$57.5K
1,368
-17%
减持
KCCA
KRANESHARES TRUST
-$55.5K
16,240
-12%
增持
XAR
SPDR SERIES TRUST
+$54.8K
450
+80%
增持
SCHW
SCHWAB CHARLES CORP
+$54.3K
3,905
+1%
减持
GIS
GENERAL MLS INC
-$54.0K
6,390
-1%
减持
EMR
EMERSON ELEC CO
+$51.6K
15,137
-16%
增持
MA
MASTERCARD INCORPORATED
+$49.9K
2,817
+1%
建仓
FXN
FIRST TR EXCHANGE TRADED FD
+$49.0K
3,226
增持
ICLN
ISHARES TR
+$48.7K
23,128
+4%
减持
DGRW
WISDOMTREE TR
-$48.5K
7,050
-12%
增持
IEMG
ISHARES INC
+$48.5K
5,612
+5%
增持
GLD
SPDR GOLD TR
+$47.7K
1,633
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$40.5K
900
-28%
增持
CTVA
CORTEVA INC
+$40.5K
3,396
+1%
增持
XLV
SELECT SECTOR SPDR TR
-$38.9K
4,705
+2%
增持
SYK
STRYKER CORPORATION
+$37.8K
1,602
+0%
增持
IWP
ISHARES TR
+$37.6K
1,200
+9%
减持
IDRV
ISHARES TR
+$37.2K
35,522
-1%
增持
BX
BLACKSTONE INC
+$34.8K
2,024
+6%
增持
VXF
VANGUARD INDEX FDS
+$33.0K
1,505
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$32.7K
2,992
-5%
建仓
VUG
VANGUARD INDEX FDS
+$31.2K
71
增持
SDY
SPDR SERIES TRUST
+$27.2K
550
+57%
增持
IWD
ISHARES TR
+$27.1K
2,573
+2%
增持
TFC
TRUIST FINL CORP
+$26.7K
7,274
+5%
增持
TIP
ISHARES TR
+$26.6K
545
+82%
减持
PFE
PFIZER INC
-$24.7K
18,724
-1%
减持
COST
COSTCO WHSL CORP NEW
-$24.5K
1,286
-6%
建仓
IEI
ISHARES TR
+$23.8K
200
减持
VEA
VANGUARD TAX-MANAGED FDS
-$23.2K
19,282
-13%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$22.1K
0
-100%
增持
—
MEDTRONIC PLC
-$21.1K
8,067
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$20.1K
8,340
+2%
增持
ILF
ISHARES TR
+$20.0K
1,200
+147%
减持
NEE
NEXTERA ENERGY INC
-$18.4K
7,725
-1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$18.4K
6,025
+7%
减持
DVY
ISHARES TR
-$17.2K
2,567
-4%
增持
SPGI
S&P GLOBAL INC
+$15.3K
769
+0%
减持
INTC
INTEL CORP
-$13.3K
10,387
-4%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$12.6K
2,340
+1400%
减持
QYLD
GLOBAL X FDS
-$12.4K
750
-50%
减持
XBI
SPDR SERIES TRUST
-$11.7K
16,899
-3%
减持
VYM
VANGUARD WHITEHALL FDS
+$11.6K
44,709
-3%
减持
V
VISA INC
+$10.9K
6,259
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$10.6K
4,232
-4%
减持
SO
SOUTHERN CO
-$10.6K
30,697
-0%
减持
DGS
WISDOMTREE TR
+$9.6K
12,988
-11%
增持
APD
AIR PRODS & CHEMS INC
-$9.5K
787
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$9.4K
2,993
-4%
