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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 129 项
建仓 19
增持 63
减持 38
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AUGT
AIM ETF PRODUCTS TRUST
+$7.1M
233,361
清仓
MART
AIM ETF PRODUCTS TRUST
-$3.5M
0
-100%
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$2.7M
89,416
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
APRT
AIM ETF PRODUCTS TRUST
-$2.2M
0
-100%
清仓
JULT
AIM ETF PRODUCTS TRUST
-$2.2M
0
-100%
建仓
PSEP
INNOVATOR ETFS TRUST
+$2.1M
54,401
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$2.0M
90,759
+400%
清仓
PJUN
INNOVATOR ETFS TRUST
-$1.9M
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
35,361
减持
BILZ
PIMCO ETF TR
-$1.4M
4,680
-75%
减持
VOO
VANGUARD INDEX FDS
+$1.3M
66,761
-2%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$1.3M
39,269
-44%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$1.2M
19,958
-70%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$1.1M
43,671
+94%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$910.9K
61,265
-22%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$876.1K
35,910
+94%
增持
SCHF
SCHWAB STRATEGIC TR
+$857.0K
25,837
+383%
建仓
QBER
ELEVATION SERIES TRUST
+$842.8K
33,696
增持
SPAB
SPDR SER TR
+$680.7K
186,945
+12%
清仓
FLAO
AIM ETF PRODUCTS TRUST
-$576.3K
0
-100%
增持
IUSB
ISHARES TR
+$568.6K
40,272
+37%
清仓
—
FERGUSON PLC NEW
-$543.3K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$537.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$522.0K
25,411
-7%
建仓
NVDU
DIREXION SHS ETF TR
+$491.5K
5,254
增持
HD
HOME DEPOT INC
+$487.5K
6,337
+5%
建仓
CUBE
CUBESMART
+$466.8K
8,672
建仓
FERG
FERGUSON ENTERPRISES INC
+$443.9K
2,236
建仓
DGRO
ISHARES TR
+$435.6K
6,948
增持
AAPL
APPLE INC
+$425.0K
17,927
+1%
建仓
BALL
BALL CORP
+$421.6K
6,208
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$421.2K
35,201
+30%
建仓
IEFA
ISHARES TR
+$405.8K
5,199
增持
SIXD
AIM ETF PRODUCTS TRUST
+$386.5K
112,786
+11%
减持
IEMG
ISHARES INC
+$375.8K
101,979
-0%
减持
IWX
ISHARES TR
+$353.6K
61,564
-1%
增持
TSLA
TESLA INC
+$322.1K
4,776
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$319.9K
6,586
+0%
减持
IDEV
ISHARES TR
+$304.1K
78,462
-2%
增持
EFV
ISHARES TR
+$302.6K
47,072
+4%
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$300.0K
67,003
+10%
建仓
VUG
VANGUARD INDEX FDS
+$288.6K
752
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$270.1K
15,000
-31%
增持
UNH
UNITEDHEALTH GROUP INC
+$255.8K
1,901
+13%
建仓
QBUL
ELEVATION SERIES TRUST
+$247.6K
9,773
建仓
VTI
VANGUARD INDEX FDS
+$243.3K
859
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$239.1K
8,939
增持
PGR
PROGRESSIVE CORP
+$232.9K
4,020
+6%
清仓
NOW
SERVICENOW INC
-$232.9K
0
-100%
增持
GLW
CORNING INC
+$232.6K
34,481
+1%
建仓
USHY
ISHARES TR
+$226.0K
6,003
增持
QUAL
ISHARES TR
+$218.7K
12,571
+5%
建仓
JNJ
JOHNSON & JOHNSON
+$212.7K
1,313
增持
IJR
ISHARES TR
+$212.6K
12,559
+7%
建仓
SIXP
AIM ETF PRODUCTS TRUST
+$210.9K
7,748
增持
WMT
WALMART INC
+$205.1K
12,544
+5%
减持
MSFT
MICROSOFT CORP
-$204.7K
7,831
-2%
清仓
JUNT
AIM ETF PRODUCTS TRUST
-$200.2K
0
-100%
建仓
SRLN
SSGA ACTIVE ETF TR
+$200.1K
4,792
增持
FISR
SSGA ACTIVE TR
+$196.8K
40,977
+17%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$184.5K
42,718
+4%
增持
USIG
ISHARES TR
+$176.6K
70,966
+0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$175.8K
82,640
+1%
减持
SPDW
SPDR INDEX SHS FDS
+$174.5K
87,084
-1%
增持
SPTL
SPDR SER TR
+$173.8K
48,668
+7%
减持
SHOP
SHOPIFY INC
+$173.2K
12,514
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$167.2K
2,756
+10%
增持
DYNF
BLACKROCK ETF TRUST
+$161.4K
32,680
+5%
减持
EFG
ISHARES TR
+$153.9K
33,229
-1%
减持
IWS
ISHARES TR
+$136.5K
17,232
-3%
增持
ABBV
ABBVIE INC
+$135.4K
5,142
+0%
减持
NVDA
NVIDIA CORPORATION
-$134.3K
18,796
-4%
增持
EMXC
ISHARES INC
+$133.5K
12,019
+18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$130.7K
11,368
+20%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$124.6K
14,839
+2%
增持
—
LISTED FD TR
+$124.3K
23,579
+12%
增持
HSY
HERSHEY CO
+$120.9K
3,421
+17%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$111.5K
52,860
+2%
减持
IWP
ISHARES TR
-$110.6K
11,412
-13%
增持
EMLC
VANECK ETF TRUST
+$109.9K
25,441
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$109.8K
1,349
+10%
增持
REET
ISHARES TR
+$109.1K
19,496
+10%
增持
IJJ
ISHARES TR
+$108.0K
9,332
+1%
减持
NDAQ
NASDAQ INC
+$101.6K
8,048
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$100.3K
9,032
+1%
增持
IVE
ISHARES TR
+$99.8K
3,793
+7%
增持
IJH
ISHARES TR
+$96.0K
17,228
+3%
减持
IWY
ISHARES TR
+$94.3K
36,670
-1%
增持
PEP
PEPSICO INC
+$85.1K
4,192
+10%
增持
MBB
ISHARES TR
+$76.1K
6,083
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$74.0K
2,570
+11%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$73.6K
17,244
+1%
增持
GWX
SPDR INDEX SHS FDS
+$66.0K
16,255
+6%
减持
SPGI
S&P GLOBAL INC
+$64.2K
1,250
-4%
增持
SPYV
SPDR SER TR
+$63.9K
14,614
+1%
减持
SPYM
SPDR SER TR
-$63.6K
82,620
-6%
增持
GOOG
ALPHABET INC
-$60.9K
5,413
+3%
增持
RJF
RAYMOND JAMES FINL INC
+$59.1K
4,311
+14%
减持
IVV
ISHARES TR
+$58.7K
2,201
-1%
增持
XLSR
SSGA ACTIVE TR
+$54.3K
33,643
+1%
增持
PG
PROCTER AND GAMBLE CO
+$53.4K
4,630
+2%
增持
QQQ
INVESCO QQQ TR
+$52.5K
1,967
+4%
减持
AVY
AVERY DENNISON CORP
-$52.2K
2,360
-10%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$51.7K
7,162
+5%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$51.0K
16,432
-8%
增持
SCHP
SCHWAB STRATEGIC TR
+$49.4K
10,643
+6%
减持
AMP
AMERIPRISE FINL INC
+$47.9K
1,298
-1%
增持
SCHW
SCHWAB CHARLES CORP
-$44.5K
8,613
+5%
增持
ABT
ABBOTT LABS
+$43.7K
3,926
+1%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$40.9K
41,452
-1%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$40.4K
10,296
-4%
减持
AFL
AFLAC INC
+$39.1K
4,624
-14%
增持
IYW
ISHARES TR
+$27.5K
3,705
+4%
减持
IVW
ISHARES TR
+$26.9K
18,433
-2%
增持
SPYG
SPDR SER TR
+$23.2K
7,920
+0%
减持
—
EXXON MOBIL CORP
-$23.1K
4,316
-6%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$22.4K
25,670
-1%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$15.8K
2,685
-2%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$14.7K
42,492
-3%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$13.0K
31,331
+8%
减持
CSGP
COSTAR GROUP INC
-$10.3K
5,428
-4%
减持
MO
ALTRIA GROUP INC
+$9.8K
9,460
-9%
增持
PSEC
PROSPECT CAP CORP
-$5.6K
71,214
+2%
增持
ADI
ANALOG DEVICES INC
+$5.2K
2,750
+0%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$4.7K
18,838
-3%
增持
GOOGL
ALPHABET INC
-$2.9K
2,707
+9%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$2.7K
96,832
-2%
减持
IDXX
IDEXX LABS INC
+$1.4K
834
-3%
增持
ELV
ELEVANCE HEALTH INC
-$955
1,246
+4%
