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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 81
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$35.2M
747,692
-1%
增持
IAU
ISHARES GOLD TR
+$8.1M
713,579
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.7M
9,724
+577%
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
META
META PLATFORMS INC
+$6.0M
11,537
+247%
增持
BAC
BANK AMERICA CORP
+$5.3M
139,403
+251%
增持
SPY
SPDR S&P 500 ETF TR
+$4.4M
24,540
+27%
建仓
DELL
DELL TECHNOLOGIES INC
+$3.8M
26,900
增持
V
VISA INC
+$2.4M
13,670
+118%
增持
TJX
TJX COS INC NEW
+$2.3M
17,673
+711%
建仓
APO
APOLLO GLOBAL MGMT INC
+$2.3M
17,005
增持
ABBV
ABBVIE INC
+$2.2M
34,925
+11%
增持
GOOGL
ALPHABET INC
+$1.9M
23,844
+7%
增持
HD
HOME DEPOT INC
+$1.6M
8,049
+76%
减持
—
FTAI AVIATION LTD
+$1.6M
40,096
-10%
增持
EFX
EQUIFAX INC
+$1.4M
23,426
+33%
减持
GOOG
ALPHABET INC
+$1.3M
22,186
-4%
减持
QCOM
QUALCOMM INC
-$1.3M
3,436
-70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
16,483
+13%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.2M
292,990
-1%
增持
VV
VANGUARD INDEX FDS
+$1.2M
50,362
+0%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$1.2M
201,507
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
95,292
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
20,132
+16%
减持
AMZN
AMAZON COM INC
-$1.0M
16,122
-23%
建仓
EOG
EOG RES INC
+$956.3K
8,529
增持
JPM
JPMORGAN CHASE & CO.
+$920.3K
15,476
+13%
减持
ORCL
ORACLE CORP
+$873.1K
15,279
-2%
增持
ITOT
ISHARES TR
+$812.1K
5,673
+5303%
减持
ROBT
FIRST TR EXCHANGE TRADED FD
+$664.4K
145,509
-0%
增持
CVX
CHEVRON CORP NEW
+$662.7K
6,912
+141%
增持
IXUS
ISHARES TR
+$606.4K
7,908
+1211%
增持
SLV
ISHARES SILVER TR
+$567.1K
25,000
+67%
增持
MRK
MERCK & CO INC
+$556.0K
58,932
+6%
增持
AVGO
BROADCOM INC
+$544.4K
8,199
+5%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$526.6K
0
-100%
减持
MSFT
MICROSOFT CORP
+$520.5K
31,934
-1%
减持
CAT
CATERPILLAR INC
+$506.2K
5,975
-1%
建仓
SUB
ISHARES TR
+$499.7K
4,680
增持
TRV
TRAVELERS COMPANIES INC
+$484.4K
2,534
+204%
增持
MCD
MCDONALDS CORP
+$478.2K
4,284
+52%
增持
LOW
LOWES COS INC
+$471.6K
3,122
+121%
增持
INTU
INTUIT
-$448.4K
4,635
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$402.5K
45,141
+1%
增持
VOO
VANGUARD INDEX FDS
+$383.0K
7,788
+1%
增持
UNP
UNION PAC CORP
+$381.3K
9,453
+17%
减持
NVDA
NVIDIA CORPORATION
+$378.0K
29,694
-9%
增持
EMR
EMERSON ELEC CO
+$332.8K
17,922
+18%
增持
ABT
ABBOTT LABS
+$329.1K
32,081
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$295.2K
15,469
+12%
减持
TSLA
TESLA INC
+$283.0K
2,265
-1%
增持
VNQ
VANGUARD INDEX FDS
+$279.1K
48,972
+4%
减持
MBSF
VALUED ADVISERS TR
-$271.5K
272,889
-4%
增持
RTX
RTX CORPORATION
+$267.7K
4,324
+39%
增持
HON
HONEYWELL INTL INC
+$258.8K
3,075
+84%
减持
IVV
ISHARES TR
+$245.8K
5,105
-0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$244.3K
872
增持
PNC
PNC FINL SVCS GROUP INC
+$238.5K
16,242
+0%
建仓
SSB
SOUTHSTATE BK CORP
+$231.0K
2,336
清仓
CEG
CONSTELLATION ENERGY CORP
-$229.8K
0
-100%
建仓
PSX
PHILLIPS 66
+$225.7K
1,659
建仓
NOC
NORTHROP GRUMMAN CORP
+$222.4K
365
清仓
DOW
DOW INC
-$221.9K
0
-100%
减持
IWF
ISHARES TR
+$215.2K
7,332
-3%
清仓
—
SOUTHSTATE CORPORATION
-$215.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$213.3K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$213.3K
0
-100%
减持
IDRV
ISHARES TR
+$212.7K
35,422
-0%
减持
IJR
ISHARES TR
+$212.3K
30,558
-2%
清仓
CDW
CDW CORP
-$209.1K
0
-100%
建仓
CSX
CSX CORP
+$208.6K
5,875
清仓
TGT
TARGET CORP
-$208.3K
0
-100%
建仓
BA
BOEING CO
+$207.4K
961
建仓
HYDR
GLOBAL X FDS
+$206.7K
6,000
清仓
UNH
UNITEDHEALTH GROUP INC
-$204.0K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$188.9K
9,308
+52%
减持
DIS
DISNEY WALT CO
-$172.7K
8,509
-8%
减持
PEP
PEPSICO INC
+$161.2K
25,477
-2%
增持
PH
PARKER-HANNIFIN CORP
+$156.3K
2,198
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$150.5K
1,581
+4%
减持
XBI
SPDR SERIES TRUST
+$148.7K
15,470
-8%
增持
FIS
FIDELITY NATL INFORMATION SV
-$138.1K
8,937
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$134.8K
4,418
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$127.7K
2,202
+1%
减持
MUB
ISHARES TR
-$123.0K
48,328
-4%
增持
BUG
GLOBAL X FDS
-$118.3K
167,891
+3%
减持
NFLX
NETFLIX INC
-$117.7K
744
-1%
增持
IEFA
ISHARES TR
+$115.8K
28,481
+0%
增持
KO
COCA COLA CO
-$114.3K
26,482
+0%
增持
WMT
WALMART INC
+$112.6K
19,338
+1%
减持
—
EXXON MOBIL CORP
+$111.1K
25,895
-1%
增持
MMM
3M CO
+$110.8K
15,665
+3%
减持
IJH
ISHARES TR
+$107.8K
33,839
-0%
增持
IEMG
ISHARES INC
+$97.5K
6,589
+17%
增持
SO
SOUTHERN CO
+$94.6K
30,743
+0%
减持
BLK
BLACKROCK INC
+$90.6K
804
-0%
减持
INTC
INTEL CORP
+$88.2K
9,563
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$84.1K
1,113
+9%
减持
HRTX
HERON THERAPEUTICS INC
-$84.0K
100,000
-1%
增持
—
MEDTRONIC PLC
+$82.8K
8,251
+2%
减持
IWC
ISHARES TR
-$80.9K
4,662
-23%
增持
FISV
FISERV INC
-$79.1K
2,061
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$78.6K
2,685
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$76.7K
6,571
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$74.9K
6,564
+0%
减持
ACR
ACRES COMMERCIAL REALTY CORP
+$74.2K
23,600
-0%
增持
VOE
VANGUARD INDEX FDS
+$71.6K
2,199
+16%
减持
CMCSA
COMCAST CORP NEW
-$71.4K
11,388
-5%
增持
DUK
DUKE ENERGY CORP NEW
+$70.4K
11,498
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$66.7K
10,592
+15%
减持
GLD
SPDR GOLD TR
+$64.9K
1,583
-3%
增持
AMGN
AMGEN INC
+$61.6K
2,568
+8%
增持
AMAT
APPLIED MATLS INC
+$57.3K
1,257
+15%
增持
NEE
NEXTERA ENERGY INC
+$55.7K
7,842
+2%
减持
ICLN
ISHARES TR
+$52.8K
23,000
-1%
增持
PAYX
PAYCHEX INC
-$47.5K
3,180
+3%
减持
APH
AMPHENOL CORP NEW
+$45.7K
2,026
-2%
增持
IPAY
AMPLIFY ETF TR
-$44.1K
49,975
+3%
减持
SYK
STRYKER CORPORATION
-$42.0K
1,601
-0%
增持
WFC
WELLS FARGO CO NEW
+$39.6K
9,476
+1%
增持
MS
MORGAN STANLEY
+$37.2K
1,660
+3%
减持
AEP
AMERICAN ELEC PWR CO INC
-$35.0K
2,448
-18%
增持
MA
MASTERCARD INCORPORATED
+$34.7K
2,844
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$32.5K
7,521
+11%
增持
PG
PROCTER AND GAMBLE CO
+$32.3K
25,581
+5%
增持
YUM
YUM BRANDS INC
+$31.9K
6,637
+1%
增持
DHR
DANAHER CORPORATION
+$31.0K
2,085
+8%
增持
AFRM
AFFIRM HLDGS INC
+$28.9K
6,327
+1%
减持
—
ARQIT QUANTUM INC
-$28.8K
5,777
-15%
建仓
XLC
SELECT SECTOR SPDR TR
+$28.5K
241
增持
XLY
SELECT SECTOR SPDR TR
+$26.0K
267
+53%
减持
BX
BLACKSTONE INC
+$25.6K
1,922
-5%
减持
CTVA
CORTEVA INC
-$24.6K
3,379
-1%
减持
KCCA
KRANESHARES TRUST
+$24.4K
16,197
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$20.0K
3,941
+1%
增持
TDG
TRANSDIGM GROUP INC
-$19.6K
232
+8%
清仓
SPBO
SPDR SERIES TRUST
-$19.3K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$18.8K
1,728
+1%
减持
QQQ
INVESCO QQQ TR
+$18.3K
1,315
-6%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$17.0K
0
-100%
增持
SHY
ISHARES TR
+$16.9K
68,779
+0%
增持
CSCO
CISCO SYS INC
-$16.3K
33,622
+1%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$15.9K
139
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$15.6K
1,077
-16%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$15.5K
136
减持
GIS
GENERAL MLS INC
-$14.7K
6,275
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$14.7K
974
+116%
建仓
XLRE
SELECT SECTOR SPDR TR
+$14.2K
338
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$11.9K
10,197
+0%
减持
PFE
PFIZER INC
+$11.4K
18,262
-2%
增持
KMB
KIMBERLY-CLARK CORP
-$11.4K
3,140
+1%