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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 29
增持 95
减持 20
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
AVDX
AVIDXCHANGE HOLDINGS INC
-$29.7M
0
-100%
建仓
BCFN
BARON ETF TR
+$13.7M
550,113
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.8M
114,039
+20%
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
AAPL
APPLE INC
-$2.9M
689,512
-8%
增持
GOOGL
ALPHABET INC
+$2.0M
25,023
+5%
增持
GOOG
ALPHABET INC
+$2.0M
23,610
+6%
减持
IAU
ISHARES GOLD TR
+$1.9M
663,221
-7%
增持
LLY
ELI LILLY & CO
+$1.7M
3,935
+21%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
18,074
+35%
增持
ROBT
FIRST TR EXCHANGE TRADED FD
+$1.3M
173,411
+19%
增持
MRK
MERCK & CO INC
+$1.3M
58,991
+0%
增持
ORCL
ORACLE CORP
-$1.2M
15,827
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
9,482
+22%
减持
—
FTAI AVIATION LTD
+$1.1M
39,587
-1%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
62,883
+28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$954.5K
18,385
+12%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$913.6K
290,490
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$883.4K
25,263
+3%
增持
META
META PLATFORMS INC
-$849.0K
11,549
+0%
减持
HD
HOME DEPOT INC
-$786.3K
7,193
-11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$779.0K
14,619
-5%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$766.7K
201,667
+0%
增持
WFC
WELLS FARGO CO NEW
+$721.9K
16,268
+72%
增持
AMZN
AMAZON COM INC
+$717.2K
18,443
+14%
建仓
—
ASML HOLDING N V
+$714.7K
668
增持
MUB
ISHARES TR
+$710.8K
54,684
+13%
增持
JNJ
JOHNSON & JOHNSON
+$686.3K
21,354
+6%
增持
NVDA
NVIDIA CORPORATION
+$666.3K
33,281
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$665.2K
17,214
+11%
增持
SLV
ISHARES SILVER TR
+$615.7K
26,000
+4%
增持
PH
PARKER-HANNIFIN CORP
+$615.4K
2,596
+18%
增持
HON
HONEYWELL INTL INC
+$592.7K
6,356
+107%
增持
CAT
CATERPILLAR INC
+$592.6K
6,011
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$577.4K
2,700
+210%
清仓
—
KELLANOVA
-$574.1K
0
-100%
建仓
NHI
NATIONAL HEALTH INVS INC
+$544.2K
7,041
增持
BAC
BANK AMERICA CORP
+$496.3K
139,783
+0%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$467.3K
1,495
建仓
RDDT
REDDIT INC
+$458.6K
1,995
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$456.3K
9,190
建仓
KLAC
KLA CORP
+$442.3K
364
增持
MSFT
MICROSOFT CORP
-$437.0K
33,298
+4%
增持
V
VISA INC
+$426.3K
14,522
+6%
减持
IPAY
AMPLIFY ETF TR
-$416.7K
46,831
-6%
增持
VGT
VANGUARD WORLD FD
+$387.6K
1,307
+63%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$385.3K
1,988
+26%
增持
IVV
ISHARES TR
+$377.1K
5,539
+9%
建仓
ROK
ROCKWELL AUTOMATION INC
+$354.1K
910
增持
TJX
TJX COS INC NEW
+$344.8K
18,874
+7%
增持
IEFA
ISHARES TR
+$337.4K
31,568
+11%
增持
WMT
WALMART INC
+$335.5K
20,857
+8%
增持
AVGO
BROADCOM INC
+$329.7K
8,768
+7%
建仓
—
EATON CORP PLC
+$311.8K
979
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$311.5K
5,201
-21%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$306.9K
6,488
增持
DELL
DELL TECHNOLOGIES INC
-$302.2K
27,895
+4%
增持
MBSF
VALUED ADVISERS TR
+$297.3K
282,620
+4%
增持
AMGN
AMGEN INC
+$282.1K
3,076
+20%
增持
DUK
DUKE ENERGY CORP NEW
+$273.4K
14,472
+26%
减持
GS
GOLDMAN SACHS GROUP INC
+$269.2K
9,116
-6%
增持
IWF
ISHARES TR
+$267.3K
7,821
+7%
清仓
FISV
FISERV INC
-$265.7K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$259.6K
1,141
增持
SCHW
SCHWAB CHARLES CORP
+$259.2K
6,360
+61%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$253.9K
9,678
+19%
增持
VYM
VANGUARD WHITEHALL FDS
+$243.0K
46,026
+2%
减持
INTU
INTUIT
-$242.2K
4,413
-5%
建仓
MO
ALTRIA GROUP INC
+$240.0K
4,087
增持
XLK
SELECT SECTOR SPDR TR
+$235.8K
10,287
+133%
建仓
Q
QNITY ELECTRONICS INC
+$230.7K
2,825
增持
SO
SOUTHERN CO
-$228.0K
30,797
+0%
建仓
HDV
ISHARES TR
+$227.5K
1,871
清仓
—
ARQIT QUANTUM INC
-$223.9K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$222.9K
688
建仓
C
CITIGROUP INC
+$218.8K
1,875
增持
—
EXXON MOBIL CORP
+$215.2K
26,050
+1%
清仓
APD
AIR PRODS & CHEMS INC
-$214.1K
0
-100%
建仓
RSG
REPUBLIC SVCS INC
+$208.3K
983
建仓
MDLZ
MONDELEZ INTL INC
+$207.1K
3,812
清仓
HYDR
GLOBAL X FDS
-$206.7K
0
-100%
减持
XBI
SPDR SERIES TRUST
+$206.0K
14,402
-7%
建仓
TGT
TARGET CORP
+$205.4K
2,101
建仓
MRSH
MARSH & MCLENNAN COS INC
+$203.5K
1,097
增持
PEP
PEPSICO INC
+$202.9K
26,088
+2%
增持
BUG
GLOBAL X FDS
+$202.7K
200,540
+19%
建仓
CRM
SALESFORCE INC
+$202.4K
763
建仓
UNH
UNITEDHEALTH GROUP INC
+$200.0K
606
减持
IBB
ISHARES TR
+$194.5K
8,704
-1%
增持
KO
COCA COLA CO
+$191.8K
28,060
+6%
增持
CVX
CHEVRON CORP NEW
+$188.0K
8,276
+20%
增持
PG
PROCTER AND GAMBLE CO
-$187.3K
26,120
+2%
增持
AMAT
APPLIED MATLS INC
+$187.2K
1,730
+38%
增持
LRCX
LAM RESEARCH CORP
+$184.0K
4,900
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$171.8K
16,458
+1%
增持
NFLX
NETFLIX INC
-$167.5K
7,730
+939%
增持
IJH
ISHARES TR
+$164.0K
35,944
+6%
增持
IDRV
ISHARES TR
+$156.0K
38,361
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$152.7K
11,357
+11%
增持
RTX
RTX CORPORATION
+$141.2K
4,715
+9%
增持
XLV
SELECT SECTOR SPDR TR
+$139.8K
5,047
+10%
增持
VO
VANGUARD INDEX FDS
+$139.4K
5,841
+11%
增持
LOW
LOWES COS INC
+$136.7K
3,821
+22%
增持
EMR
EMERSON ELEC CO
+$131.0K
18,701
+4%
增持
MCD
MCDONALDS CORP
+$126.3K
4,673
+9%
增持
ICLN
ISHARES TR
+$123.3K
29,177
+27%
增持
PGR
PROGRESSIVE CORP
+$112.9K
2,234
+39%
增持
NEE
NEXTERA ENERGY INC
+$111.7K
8,765
+12%
增持
IEMG
ISHARES INC
+$109.4K
8,089
+23%
建仓
IGIB
ISHARES TR
+$107.8K
2,000
增持
ADBE
ADOBE INC
+$107.0K
1,203
+35%
增持
TRV
TRAVELERS COMPANIES INC
+$105.2K
2,802
+11%
增持
QYLD
GLOBAL X FDS
+$97.7K
5,671
+3681%
增持
ABBV
ABBVIE INC
+$96.2K
35,812
+3%
减持
GLDM
WORLD GOLD TR
+$96.1K
23,626
-6%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$93.8K
943
增持
DHR
DANAHER CORPORATION
+$93.7K
2,215
+6%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$91.3K
13,239
+4%
增持
YUM
YUM BRANDS INC
+$91.0K
7,270
+10%
建仓
IJS
ISHARES TR
+$91.0K
800
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$86.9K
13,977
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$86.4K
12,618
+12%
建仓
VHT
VANGUARD WORLD FD
+$83.5K
290
增持
SDY
SPDR SERIES TRUST
+$81.7K
1,090
+118%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$81.3K
1,105
增持
TFC
TRUIST FINL CORP
+$79.1K
8,366
+15%
增持
SYK
STRYKER CORPORATION
+$76.6K
1,901
+19%
增持
MA
MASTERCARD INCORPORATED
+$73.3K
2,962
+4%
增持
TSLA
TESLA INC
+$72.0K
2,400
+6%
增持
BA
BOEING CO
+$72.0K
1,287
+34%
增持
AJG
GALLAGHER ARTHUR J & CO
-$71.2K
1,520
+1%
增持
IJR
ISHARES TR
+$68.1K
30,781
+1%
减持
ACR
ACRES COMMERCIAL REALTY CORP
-$66.2K
20,300
-14%
增持
QCOM
QUALCOMM INC
+$66.1K
3,728
+8%
增持
EFA
ISHARES TR
+$65.9K
21,493
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$64.6K
1,828
-25%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$64.5K
6,771
+3%
减持
EOG
EOG RES INC
-$64.4K
8,493
-0%
减持
IWC
ISHARES TR
-$62.8K
4,009
-14%
增持
BLK
BLACKROCK INC
-$62.8K
817
+2%
增持
FIP
FTAI INFRASTRUCTURE INC
+$62.3K
227,294
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$58.1K
1,022
+283%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$56.9K
4,030
+0%
增持
—
AON PLC
-$56.6K
16,562
+0%
增持
—
MEDTRONIC PLC
+$56.6K
8,769
+6%
减持
MMM
3M CO
-$54.4K
14,844
-5%
增持
XLC
SELECT SECTOR SPDR TR
+$53.1K
693
+188%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$52.8K
171
建仓
SCHY
SCHWAB STRATEGIC TR
+$50.7K
1,700
增持
XLI
SELECT SECTOR SPDR TR
+$50.2K
423
+323%
减持
GLD
SPDR GOLD TR
+$49.2K
1,544
-2%
