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Family Wealth Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Family Wealth Group, LLC
报告期 2026-03-31 · CIK 0001944877
持仓数
117
前50大市值合计
$126.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 123 项
建仓 19
增持 51
减持 37
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
+$2.7M
70,211
-1%
建仓
MART
AIM ETF PRODUCTS TRUST
+$2.5M
83,228
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.4M
74,631
+123%
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。
清仓
JULT
AIM ETF Products Trust US Lrg Cap Buf
-$2.0M
0
-100%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$1.9M
74,466
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$1.7M
73,041
+115%
建仓
PMAR
INNOVATOR ETFS TRUST
+$1.5M
41,142
建仓
APRT
AIM ETF PRODUCTS TRUST
+$1.5M
42,976
建仓
FEBT
AIM ETF PRODUCTS TRUST
+$1.5M
48,156
清仓
PAUG
Innovator S&P 500 Power Buffer ETF - August
-$1.3M
0
-100%
清仓
AUGT
AllianzIM U.S. Large Cap Buffer10 Aug ETF
-$1.3M
0
-100%
增持
JANT
AIM ETF PRODUCTS TRUST
+$1.1M
56,762
+134%
清仓
JUNT
AllianzIM U.S. Large Cap Buffer10 Jun ETF
-$1.1M
0
-100%
建仓
BILZ
PIMCO ETF TR
+$1.1M
10,699
建仓
DYNF
BLACKROCK ETF TRUST
+$1.1M
24,314
建仓
PAPR
INNOVATOR ETFS TRUST
+$1.0M
31,052
增持
SPAB
SPDR SER TR
+$1.0M
151,383
+38%
清仓
BAUG
Innovator S&P 500 Buffer ETF - August
-$896.9K
0
-100%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$824.8K
27,720
+226%
增持
AMZN
AMAZON COM INC
+$800.5K
27,832
+0%
建仓
PGR
PROGRESSIVE CORP
+$783.8K
3,790
增持
NVDA
NVIDIA CORPORATION
+$718.6K
1,650
+6%
建仓
IVE
ISHARES TR
+$684.0K
3,661
增持
SPDW
SPDR INDEX SHS FDS
+$594.5K
76,855
+21%
清仓
OEF
iShares S&P 100
-$574.1K
0
-100%
建仓
HSY
HERSHEY CO
+$559.0K
2,874
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$555.7K
14,162
减持
AAPL
APPLE INC
-$551.6K
17,602
-5%
建仓
SCHP
SCHWAB STRATEGIC TR
+$530.6K
10,172
清仓
—
Discover Financial Services
-$526.2K
0
-100%
建仓
QMAR
FIRST TR EXCHNG TRADED FD VI
+$520.3K
19,634
清仓
AGG
iShares Core US Aggregate Bond ETF
-$507.4K
0
-100%
清仓
USMV
iShares Edge MSCI Min Vol USA ETF
-$488.7K
0
-100%
建仓
EMLC
VANECK ETF TRUST
+$485.4K
19,805
建仓
RJF
RAYMOND JAMES FINL INC
+$479.8K
3,736
清仓
JNJ
Johnson & Johnson
-$475.6K
0
-100%
清仓
IEFA
iShares Core MSCI EAFE ETF
-$471.9K
0
-100%
建仓
GWX
SPDR INDEX SHS FDS
+$461.4K
14,206
清仓
FMAY
FT CBOE Vest U.S. Equity May Buffer ETF
-$446.0K
0
-100%
清仓
CUBE
Cubesmart
-$429.2K
0
-100%
减持
IWY
ISHARES TR
+$426.9K
39,734
-5%
清仓
APD
Air Products & Chemicals Inc
-$421.5K
0
-100%
增持
MSFT
MICROSOFT CORP
+$419.5K
8,123
+2%
建仓
BALL
BALL CORP
+$418.2K
6,208
增持
TSLA
TESLA INC
-$409.6K
5,723
+0%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$403.4K
2,717
增持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$401.7K
22,864
+85%
增持
IVW
ISHARES TR
+$395.4K
10,819
+57%
减持
SPYM
SPDR SER TR
-$391.8K
89,970
-15%
减持
IWX
ISHARES TR
+$315.6K
64,833
-2%
增持
—
FERGUSON PLC NEW
+$314.6K
2,770
+84%
减持
SCHF
SCHWAB STRATEGIC TR
-$306.6K
16,113
-36%
增持
FISR
SSGA ACTIVE TR
+$305.0K
30,738
+66%
增持
XLSR
SSGA ACTIVE TR
+$282.1K
30,209
+13%
增持
—
EXXON MOBIL CORP
+$274.6K
4,118
+102%
增持
—
ACCENTURE PLC IRELAND
+$272.9K
1,614
+98%
增持
JPM
JPMORGAN CHASE & CO.
+$260.7K
2,324
+93%
增持
IEMG
ISHARES INC
+$252.5K
132,770
+2%
增持
DECT
AIM ETF PRODUCTS TRUST
+$236.7K
40,306
+18%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$235.9K
26,661
+165%
增持
MO
ALTRIA GROUP INC
+$228.9K
10,241
+90%
清仓
TFLO
iShares Treasury Floating Rate Bond
-$221.0K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$220.0K
0
-100%
增持
IUSB
ISHARES TR
+$218.9K
31,927
+19%
减持
USIG
ISHARES TR
-$198.7K
66,815
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$187.1K
6,596
+1%
减持
HD
HOME DEPOT INC
+$167.8K
6,075
-3%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$167.6K
81,940
-3%
增持
ABBV
ABBVIE INC
+$164.1K
5,160
+3%
减持
IDEV
ISHARES TR
+$156.6K
77,609
-2%
减持
QUAL
ISHARES TR
+$153.9K
12,840
-3%
增持
IJH
ISHARES TR
+$125.6K
15,956
+424%
减持
IWS
ISHARES TR
-$117.0K
19,262
-12%
增持
—
LISTED FD TR
+$108.1K
15,716
+16%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$106.9K
6,503
+23%
增持
BA
BOEING CO
-$102.3K
2,274
+10%
增持
WMT
WALMART INC
+$97.1K
11,946
+203%
增持
AVY
AVERY DENNISON CORP
+$96.3K
2,577
+9%
增持
AMP
AMERIPRISE FINL INC
+$91.9K
1,306
+3%
增持
GLW
CORNING INC
+$87.1K
34,098
+0%
增持
NDAQ
NASDAQ INC
+$80.4K
7,917
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$80.3K
2,484
+7%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$79.9K
18,094
+8%
增持
PG
PROCTER AND GAMBLE CO
+$79.2K
4,569
+1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$77.6K
16,936
+13%
增持
PEP
PEPSICO INC
+$76.5K
3,854
+9%
增持
GOOG
ALPHABET INC
+$73.2K
5,690
+1%
增持
SPTL
SPDR SER TR
+$72.9K
38,203
+11%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$67.1K
36,201
-2%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$62.7K
52,588
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$62.2K
8,098
+6%
减持
SPYG
SPDR SER TR
+$60.1K
7,894
-1%
减持
IWP
ISHARES TR
+$59.3K
13,716
-5%
增持
ELV
ELEVANCE HEALTH INC
+$57.7K
1,122
+1%
减持
QQQ
INVESCO QQQ TR
+$55.8K
1,658
-0%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$52.7K
21,612
-1%
减持
SPGI
S&P GLOBAL INC
-$50.5K
1,482
-4%
减持
SPYV
SPDR SER TR
+$48.7K
14,454
-0%
增持
ABT
ABBOTT LABS
+$47.8K
6,032
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$47.3K
1,178
+2%
减持
IVV
ISHARES TR
+$46.1K
2,347
-6%
减持
EFG
ISHARES TR
+$45.8K
28,108
-5%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$43.2K
19,409
+0%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$41.0K
14,899
-8%
减持
PSEC
PROSPECT CAP CORP
-$39.7K
58,826
-3%
减持
IDXX
IDEXX LABS INC
-$35.0K
848
-5%
减持
IJJ
ISHARES TR
-$32.3K
9,204
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$29.3K
1,321
-13%
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$21.8K
12,608
+3%
减持
SHOP
SHOPIFY INC
-$21.5K
11,958
-1%
增持
EMXC
ISHARES INC
+$20.7K
8,371
+1%
减持
IJR
ISHARES TR
-$20.0K
11,359
-4%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$18.8K
33,718
-6%
增持
CVS
CVS HEALTH CORP
+$13.5K
5,254
+2%
减持
—
CHARGEPOINT HOLDINGS INC
-$13.5K
25,380
-4%
增持
ADI
ANALOG DEVICES INC
+$10.1K
2,352
+3%
减持
CSGP
COSTAR GROUP INC
+$9.3K
5,958
-8%
减持
IYW
ISHARES TR
-$8.4K
3,682
-11%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$7.9K
14,720
-7%
减持
VYM
VANGUARD WHITEHALL FDS
+$7.6K
7,988
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$5.4K
10,449
-4%
增持
MBB
ISHARES TR
-$5.0K
5,237
+1%
减持
EFV
ISHARES TR
+$2.2K
45,160
-4%
