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Family Investment Center, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Family Investment Center, Inc.
报告期 2026-03-31 · CIK 0001897700
持仓数
91
前50大市值合计
$507.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 81 项
建仓 6
增持 39
减持 32
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
PYLD
PIMCO ETF TR
+$24.6M
1,260,959
+259%
增持
BLV
VANGUARD BD INDEX FDS
+$18.5M
249,493
+5776%
增持
AVDE
AMERICAN CENTY ETF TR
+$8.0M
284,128
+60%
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
IHDG
WISDOMTREE TR
-$4.9M
233,770
-32%
减持
DBMF
LITMAN GREGORY FDS TR
-$4.6M
440,137
-22%
增持
LONZ
PIMCO ETF TR
+$3.4M
274,206
+33%
增持
BIV
VANGUARD BD INDEX FDS
+$3.3M
162,705
+29%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.8M
231,080
+7%
减持
—
ISHARES U S ETF TR
-$2.7M
391,664
-21%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.6M
506,293
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
248,285
+1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.3M
293,274
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
77,158
-1%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.1M
435,841
-2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$766.4K
399,608
+4%
减持
VYMI
VANGUARD WHITEHALL FDS
+$590.5K
135,542
-1%
增持
VTI
VANGUARD INDEX FDS
+$489.6K
3,435
+90%
减持
SCHD
SCHWAB STRATEGIC TR
+$474.6K
80,546
-1%
减持
VB
VANGUARD INDEX FDS
+$474.5K
31,799
-2%
减持
VO
VANGUARD INDEX FDS
+$463.7K
30,759
-3%
建仓
NFLX
NETFLIX INC
+$375.9K
530
增持
SCHM
SCHWAB STRATEGIC TR
+$367.4K
59,266
+1%
增持
AAPL
APPLE INC
+$364.0K
9,970
+7%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$343.8K
0
-100%
建仓
FLRT
PACER FDS TR
+$316.1K
6,656
清仓
GOOG
ALPHABET INC
-$298.6K
0
-100%
建仓
SGOV
ISHARES TR
+$285.2K
2,831
减持
ONEY
SPDR SER TR
+$280.7K
35,117
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$266.1K
1,622
增持
VOO
VANGUARD INDEX FDS
+$251.0K
7,152
+2%
清仓
IWR
ISHARES TR
-$242.6K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$213.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$210.1K
2,420
+63%
建仓
IWO
ISHARES TR
+$207.6K
731
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$205.6K
8,768
增持
NVDA
NVIDIA CORPORATION
+$200.8K
4,576
+59%
增持
AGG
ISHARES TR
+$193.8K
41,032
+1%
增持
MSFT
MICROSOFT CORP
+$147.1K
2,224
+23%
减持
VXUS
VANGUARD STAR FDS
+$129.5K
37,681
-2%
增持
SCHR
SCHWAB STRATEGIC TR
+$127.0K
9,117
+33%
增持
AVGO
BROADCOM INC
-$106.2K
1,218
+518%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$97.2K
14,025
+37%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$88.1K
5,549
-26%
减持
SCHO
SCHWAB STRATEGIC TR
-$87.6K
17,388
-11%
增持
AMZN
AMAZON COM INC
+$86.4K
2,197
+31%
增持
COST
COSTCO WHSL CORP NEW
+$84.3K
452
+22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$77.7K
1,956
-19%
增持
WMT
WALMART INC
+$70.8K
5,413
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$68.5K
9,748
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$64.4K
21,831
-2%
增持
META
META PLATFORMS INC
+$59.6K
800
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$57.6K
17,505
-0%
减持
F
FORD MTR CO
-$55.0K
25,978
-1%
增持
VBR
VANGUARD INDEX FDS
+$52.5K
2,719
+1%
减持
SPEM
SPDR INDEX SHS FDS
+$49.2K
21,322
-3%
减持
PG
PROCTER AND GAMBLE CO
-$46.0K
1,908
-16%
增持
VOE
VANGUARD INDEX FDS
+$45.4K
2,213
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$42.9K
3,046
+2%
增持
FEPI
ETF OPPORTUNITIES TRUST
+$42.7K
8,650
+18%
增持
LLY
ELI LILLY & CO
+$41.6K
377
+17%
减持
IAGG
ISHARES TR
-$34.6K
7,652
-11%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$32.2K
21,716
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$25.4K
8,761
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
-$25.2K
956,439
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$20.8K
9,626
-5%
减持
AVEM
AMERICAN CENTY ETF TR
+$19.8K
6,998
-1%
减持
QQQ
INVESCO QQQ TR
+$19.8K
3,272
-1%
减持
IWF
ISHARES TR
+$16.7K
1,769
-0%
增持
LDUR
PIMCO ETF TR
+$15.5K
11,280
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$15.2K
4,151
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.4K
4,050
-0%
减持
—
EXXON MOBIL CORP
+$8.5K
8,642
-1%
增持
PEP
PEPSICO INC
+$8.1K
1,529
+0%
减持
TIP
ISHARES TR
+$7.0K
2,759
-1%
增持
RISR
TIDAL ETF TR
+$6.1K
10,386
+4%
减持
ONEQ
FIDELITY COMWLTH TR
+$5.5K
3,794
-0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$5.1K
5,154
-1%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$4.9K
9,142
+0%
减持
IEMG
ISHARES INC
-$2.3K
25,144
-7%
减持
ILCG
ISHARES TR
-$1.2K
3,475
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
+$92
4,109
-7%
