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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 84 项
建仓 8
增持 33
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD BD INDEX FDS
+$7.4M
269,533
+66%
增持
RISR
TIDAL ETF TR
+$6.1M
176,570
+1600%
减持
BLV
VANGUARD BD INDEX FDS
-$5.9M
187,767
-25%
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
JIRE
J P MORGAN EXCHANGE TRADED F
-$3.6M
431,097
-1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.0M
311,213
+6%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$3.0M
812,103
-15%
减持
AVDE
AMERICAN CENTY ETF TR
-$2.8M
264,376
-7%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$2.1M
219,812
-5%
减持
—
ISHARES U S ETF TR
-$2.0M
306,191
-22%
减持
DFEV
DIMENSIONAL ETF TRUST
-$1.8M
364,448
-9%
减持
LONZ
PIMCO ETF TR
-$1.8M
238,901
-13%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.8M
14,616
增持
PYLD
PIMCO ETF TR
+$1.8M
1,365,230
+8%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$1.3M
33,453
减持
IHDG
WISDOMTREE TR
-$1.2M
217,961
-7%
建仓
FLJH
FRANKLIN TEMPLETON ETF TR
+$1.2M
37,474
减持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
234,639
-5%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$962.8K
522,470
+3%
建仓
HEFA
ISHARES TR
+$677.2K
19,487
增持
VYMI
VANGUARD WHITEHALL FDS
-$626.6K
137,374
+1%
清仓
FEPI
ETF OPPORTUNITIES TRUST
-$443.6K
0
-100%
建仓
GOOG
ALPHABET INC
+$434.0K
2,279
清仓
ICLO
INVESCO ACTIVELY MANAGED EXC
-$359.6K
0
-100%
建仓
IAUM
ISHARES GOLD TR
+$335.9K
12,834
清仓
FLRT
PACER FDS TR
-$316.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$295.0K
2,637
+35%
增持
VOO
VANGUARD INDEX FDS
+$283.6K
7,530
+5%
建仓
TSLA
TESLA INC
+$273.8K
678
清仓
AMD
ADVANCED MICRO DEVICES INC
-$266.1K
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
-$262.8K
463,237
+5%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$247.9K
17,258
-21%
减持
VXUS
VANGUARD STAR FDS
-$233.9K
37,428
-1%
增持
AAPL
APPLE INC
+$225.6K
10,177
+2%
减持
IEMG
ISHARES INC
-$224.7K
23,340
-7%
增持
LDUR
PIMCO ETF TR
+$209.5K
13,601
+21%
增持
AVGO
BROADCOM INC
+$209.3K
1,809
+49%
建仓
DE
DEERE & CO
+$205.6K
485
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$205.6K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
-$203.4K
170,372
+187%
增持
SCHD
SCHWAB STRATEGIC TR
-$179.0K
242,663
+201%
减持
QQQ
INVESCO QQQ TR
-$173.6K
2,785
-15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$173.2K
77,152
-0%
减持
VTI
VANGUARD INDEX FDS
-$152.5K
2,830
-18%
减持
VB
VANGUARD INDEX FDS
-$140.5K
30,808
-3%
增持
AGG
ISHARES TR
-$126.0K
41,582
+1%
减持
VO
VANGUARD INDEX FDS
-$120.8K
30,267
-2%
增持
ONEY
SPDR SER TR
-$112.5K
35,147
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$102.7K
39,506
+81%
减持
SPEM
SPDR INDEX SHS FDS
-$90.2K
20,588
-3%
增持
AMZN
AMAZON COM INC
+$89.7K
2,275
+4%
增持
VIGI
VANGUARD WHITEHALL FDS
-$72.1K
9,857
+1%
减持
IAGG
ISHARES TR
-$69.3K
6,555
-14%
减持
AVEM
AMERICAN CENTY ETF TR
-$55.3K
6,749
-4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$54.5K
4,577
-18%
减持
IWF
ISHARES TR
+$43.1K
1,761
-0%
减持
IVV
ISHARES TR
-$43.1K
352
-19%
减持
JPM
JPMORGAN CHASE & CO.
+$37.9K
2,287
-5%
增持
MSFT
MICROSOFT CORP
+$37.3K
2,359
+6%
减持
NFLX
NETFLIX INC
+$33.2K
459
-13%
增持
SCHF
SCHWAB STRATEGIC TR
-$32.1K
17,737
+102%
减持
PEP
PEPSICO INC
-$28.3K
1,524
-0%
减持
VBR
VANGUARD INDEX FDS
-$27.6K
2,616
-4%
减持
NVDA
NVIDIA CORPORATION
+$26.3K
4,334
-5%
增持
LLY
ELI LILLY & CO
-$25.2K
400
+6%
减持
DFUS
DIMENSIONAL ETF TRUST
-$21.5K
16,742
-4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$19.0K
10,075
+5%
减持
F
FORD MTR CO
-$19.0K
25,791
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$18.6K
1,012
-3%
减持
ONEQ
FIDELITY COMWLTH TR
+$15.9K
3,780
-0%
减持
VOE
VANGUARD INDEX FDS
-$14.3K
2,205
-0%
增持
SCHR
SCHWAB STRATEGIC TR
-$12.9K
18,460
+102%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$11.9K
3,982
-2%
减持
COST
COSTCO WHSL CORP NEW
-$11.3K
425
-6%
增持
TIP
ISHARES TR
-$10.2K
2,764
+0%
增持
SCHO
SCHWAB STRATEGIC TR
-$7.7K
35,076
+102%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.1K
12,458
+200%
增持
VTEB
VANGUARD MUN BD FDS
+$5.8K
5,651
+4%
增持
XLU
SELECT SECTOR SPDR TR
-$4.8K
3,187
+5%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.1K
5,094
-1%
增持
CVX
CHEVRON CORP NEW
-$3.9K
1,694
+0%
减持
META
META PLATFORMS INC
-$3.6K
776
-3%
增持
VRP
INVESCO EXCH TRADED FD TR II
-$2.0K
9,161
+0%
增持
SGOV
ISHARES TR
-$1.1K
2,832
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.0K
4,110
+0%
