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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 119 项
建仓 13
增持 55
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
SIXD
AIM ETF PRODUCTS TRUST
+$2.6M
101,172
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$2.2M
98,994
+404%
建仓
JULT
AIM ETF PRODUCTS TRUST
+$2.2M
58,918
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。
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$2.1M
60,782
建仓
PJUN
INNOVATOR ETFS TRUST
+$1.9M
52,862
清仓
JANT
AIM ETF PRODUCTS TRUST
-$1.9M
0
-100%
建仓
ARLP
ALLIANCE RESOURCE PARTNERS L
+$1.8M
72,212
清仓
PMAR
INNOVATOR ETFS TRUST
-$1.5M
0
-100%
清仓
FEBT
AIM ETF PRODUCTS TRUST
-$1.5M
0
-100%
减持
IEMG
ISHARES INC
-$1.4M
102,351
-23%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
43,888
+210%
清仓
DECT
AIM ETF PRODUCTS TRUST
-$1.2M
0
-100%
清仓
PAPR
INNOVATOR ETFS TRUST
-$1.0M
0
-100%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$967.7K
21,674
增持
MART
AIM ETF PRODUCTS TRUST
+$961.3K
110,826
+33%
增持
NVDA
NVIDIA CORPORATION
+$924.8K
19,563
+1086%
建仓
UNH
UNITEDHEALTH GROUP INC
+$855.8K
1,680
增持
IVW
ISHARES TR
+$824.7K
18,783
+74%
增持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$801.9K
41,902
+83%
增持
BILZ
PIMCO ETF TR
+$783.3K
18,451
+72%
增持
AAPL
APPLE INC
+$733.6K
17,814
+1%
增持
APRT
AIM ETF PRODUCTS TRUST
+$722.8K
61,431
+43%
建仓
FLAO
AIM ETF PRODUCTS TRUST
+$576.3K
22,307
清仓
—
ACCENTURE PLC IRELAND
-$559.5K
0
-100%
增持
EFG
ISHARES TR
+$506.0K
33,463
+19%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$480.3K
18,146
建仓
AFL
AFLAC INC
+$478.0K
5,353
建仓
GOOGL
ALPHABET INC
+$452.0K
2,481
清仓
BA
BOEING CO
-$438.9K
0
-100%
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$423.9K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$423.3K
5,347
-67%
清仓
CVS
CVS HEALTH CORP
-$419.1K
0
-100%
清仓
BALL
BALL CORP
-$418.2K
0
-100%
建仓
REET
ISHARES TR
+$411.3K
17,689
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$387.7K
10,732
-28%
增持
SPAB
SPDR SER TR
+$379.1K
167,638
+11%
增持
DYNF
BLACKROCK ETF TRUST
+$375.6K
31,001
+28%
增持
SPDW
SPDR INDEX SHS FDS
+$341.9K
88,267
+15%
减持
IWX
ISHARES TR
-$298.5K
62,145
-4%
减持
ABT
ABBOTT LABS
-$281.7K
3,888
-36%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$277.1K
41,157
+14%
减持
IWS
ISHARES TR
-$271.6K
17,745
-8%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$256.6K
26,980
-20%
减持
HD
HOME DEPOT INC
-$249.8K
6,044
-1%
减持
AMZN
AMAZON COM INC
+$236.5K
27,202
-2%
减持
IWY
ISHARES TR
+$222.5K
37,175
-6%
增持
—
LISTED FD TR
+$211.6K
21,135
+34%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$207.3K
22,458
+20%
减持
GLW
CORNING INC
+$200.4K
34,086
-0%
建仓
JUNT
AIM ETF PRODUCTS TRUST
+$200.2K
6,573
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$193.0K
78,061
+5%
增持
XLSR
SSGA ACTIVE TR
+$183.4K
33,200
+10%
增持
SPTL
SPDR SER TR
+$173.6K
45,592
+19%
增持
QQQ
INVESCO QQQ TR
+$171.0K
1,894
+14%
增持
USIG
ISHARES TR
+$162.7K
70,800
+6%
增持
ADI
ANALOG DEVICES INC
+$162.4K
2,749
+17%
减持
MSFT
MICROSOFT CORP
+$156.4K
7,998
-2%
减持
CSGP
COSTAR GROUP INC
-$155.8K
5,662
-5%
减持
VOO
VANGUARD INDEX FDS
+$147.2K
67,779
-3%
减持
IUSB
ISHARES TR
-$126.6K
29,390
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$123.5K
6,570
-0%
增持
EMXC
ISHARES INC
+$119.1K
10,152
+21%
减持
IWP
ISHARES TR
-$116.3K
13,132
-4%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$114.1K
66,628
-11%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$109.1K
18,488
-14%
减持
SPYM
SPDR SER TR
+$105.4K
88,145
-2%
增持
FISR
SSGA ACTIVE TR
+$105.0K
35,106
+14%
减持
GOOG
ALPHABET INC
+$99.6K
5,266
-7%
增持
SHOP
SHOPIFY INC
-$93.1K
12,562
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$91.3K
8,919
+12%
减持
WMT
WALMART INC
+$89.1K
11,930
-0%
减持
TSLA
TESLA INC
-$78.6K
4,687
-18%
减持
QUAL
ISHARES TR
-$75.2K
11,918
-7%
增持
ELV
ELEVANCE HEALTH INC
+$67.6K
1,198
+7%
增持
PSEC
PROSPECT CAP CORP
+$61.9K
69,910
+19%
增持
—
FERGUSON PLC NEW
-$61.8K
2,806
+1%
减持
ABBV
ABBVIE INC
-$59.4K
5,132
-1%
增持
SPYG
SPDR SER TR
+$56.2K
7,908
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$54.5K
9,504
-9%
增持
EFV
ISHARES TR
-$51.2K
45,351
+0%
增持
EMLC
VANECK ETF TRUST
+$50.9K
22,553
+14%
增持
—
EXXON MOBIL CORP
+$50.2K
4,595
+12%
减持
SPGI
S&P GLOBAL INC
-$48.9K
1,304
-12%
减持
PEP
PEPSICO INC
-$46.6K
3,806
-1%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$45.6K
14,522
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$44.9K
1,189
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$43.4K
6,851
+5%
增持
IDEV
ISHARES TR
+$43.4K
80,032
+3%
增持
IJJ
ISHARES TR
-$43.0K
9,215
+0%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$38.1K
25,932
-6%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$37.9K
29,020
+9%
增持
IDXX
IDEXX LABS INC
-$37.9K
862
+2%
减持
IYW
ISHARES TR
+$37.0K
3,550
-4%
减持
IVE
ISHARES TR
-$35.7K
3,561
-3%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$29.5K
70,047
-4%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$29.3K
51,738
-2%
增持
GWX
SPDR INDEX SHS FDS
+$27.3K
15,398
+8%
减持
SPY
SPDR S&P 500 ETF TR
-$26.5K
1,221
-8%
增持
MO
ALTRIA GROUP INC
+$26.3K
10,384
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$24.6K
2,495
+0%
增持
HSY
HERSHEY CO
-$23.9K
2,912
+1%
增持
MBB
ISHARES TR
+$22.8K
5,520
+5%
减持
IVV
ISHARES TR
-$22.8K
2,213
-6%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$17.8K
2,736
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$16.9K
8,179
+1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
-$15.7K
17,121
+1%
增持
SPYV
SPDR SER TR
-$15.5K
14,538
+1%
增持
NDAQ
NASDAQ INC
-$13.7K
8,063
+2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$11.6K
82,063
+0%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$11.2K
17,942
-1%
增持
RJF
RAYMOND JAMES FINL INC
-$11.1K
3,791
+1%
增持
AMP
AMERIPRISE FINL INC
-$11.0K
1,315
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$9.2K
10,024
-1%
增持
IJH
ISHARES TR
+$8.6K
16,708
+5%
减持
PG
PROCTER AND GAMBLE CO
+$7.1K
4,539
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$2.4K
2,314
-0%
增持
AVY
AVERY DENNISON CORP
-$2.4K
2,621
+2%
减持
NOW
SERVICENOW INC
-$1.2K
296
-4%
增持
IJR
ISHARES TR
+$919
11,779
+4%
