小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 140 项
建仓 18
增持 10
减持 97
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$18.0M
32,026
-52%
清仓
AUGT
AIM ETF PRODUCTS TRUST
-$7.1M
0
-100%
减持
IWY
ISHARES TR
-$3.9M
17,649
-52%
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
IDEV
ISHARES TR
-$3.1M
38,369
-51%
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$2.8M
72,335
建仓
JANT
AIM ETF PRODUCTS TRUST
+$2.7M
75,480
清仓
SEPT
AIM ETF PRODUCTS TRUST
-$2.7M
0
-100%
减持
IWX
ISHARES TR
-$2.6M
30,942
-50%
减持
SPYM
SPDR SER TR
-$2.4M
45,769
-45%
减持
SPAB
SPDR SER TR
-$2.4M
100,172
-46%
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$2.4M
0
-100%
建仓
DECT
AIM ETF PRODUCTS TRUST
+$2.1M
64,924
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.0M
41,097
-50%
减持
USIG
ISHARES TR
-$2.0M
35,410
-50%
减持
AMZN
AMAZON COM INC
-$1.9M
12,838
-49%
减持
AAPL
APPLE INC
-$1.8M
9,308
-48%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$1.8M
51,998
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
32,291
-47%
减持
MSFT
MICROSOFT CORP
-$1.7M
3,904
-50%
减持
IEMG
ISHARES INC
-$1.7M
79,730
-22%
减持
EFG
ISHARES TR
-$1.7M
19,777
-40%
减持
SPDW
SPDR INDEX SHS FDS
-$1.6M
47,732
-45%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
4,309
+473%
减持
EFV
ISHARES TR
-$1.4M
24,377
-48%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.4M
20,848
-51%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$1.4M
47,289
-51%
减持
HD
HOME DEPOT INC
-$1.3M
3,189
-50%
减持
IWS
ISHARES TR
-$1.2M
8,673
-50%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$928.0K
38,057
+132%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$915.0K
31,961
-40%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$905.8K
20,566
-52%
减持
NVDA
NVIDIA CORPORATION
-$857.7K
10,609
-44%
减持
ARLP
ALLIANCE RESOURCE PARTNERS L
-$856.1K
36,106
-50%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$850.4K
19,993
-52%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$836.0K
19,815
-50%
减持
PSEP
INNOVATOR ETFS TRUST
-$809.6K
32,914
-39%
减持
XLSR
SSGA ACTIVE TR
-$794.4K
17,767
-47%
减持
IJR
ISHARES TR
-$777.6K
5,999
-52%
建仓
BDEC
INNOVATOR ETFS TRUST
+$744.7K
17,275
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$732.5K
3,291
-50%
减持
QUAL
ISHARES TR
-$729.2K
8,561
-32%
减持
GLW
CORNING INC
-$726.7K
17,470
-49%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$725.8K
6,286
-58%
减持
SPTL
SPDR SER TR
-$719.5K
26,547
-45%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$655.0K
21,905
-39%
减持
ABBV
ABBVIE INC
-$628.9K
2,175
-58%
减持
IVV
ISHARES TR
-$623.7K
1,097
-50%
减持
IJJ
ISHARES TR
-$622.7K
4,249
-54%
减持
IWP
ISHARES TR
-$621.2K
5,659
-50%
减持
UNH
UNITEDHEALTH GROUP INC
-$617.3K
977
-49%
减持
IUSB
ISHARES TR
-$590.9K
28,910
-28%
清仓
NDAQ
NASDAQ INC
-$587.5K
0
-100%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$580.0K
12,374
-52%
增持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$579.5K
29,610
+231%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$577.6K
8,735
-49%
减持
FISR
SSGA ACTIVE TR
-$573.7K
20,341
-50%
减持
PGR
PROGRESSIVE CORP
-$561.3K
1,915
-52%
减持
IVW
ISHARES TR
-$558.6K
11,883
-36%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$555.0K
32,138
-26%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$531.1K
23,191
-34%
减持
DYNF
BLACKROCK ETF TRUST
-$527.7K
21,246
-35%
清仓
AFL
AFLAC INC
-$517.1K
0
-100%
减持
IJH
ISHARES TR
-$516.3K
8,946
-48%
建仓
SMAX
ISHARES TR
+$497.0K
19,723
减持
SHOP
SHOPIFY INC
-$496.0K
4,767
-62%
清仓
NVDU
DIREXION SHS ETF TR
-$491.5K
0
-100%
清仓
CUBE
CUBESMART
-$466.8K
0
-100%
清仓
FERG
FERGUSON ENTERPRISES INC
-$443.9K
0
-100%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$441.0K
5,363
-48%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$437.0K
0
-100%
清仓
DGRO
ISHARES TR
-$435.6K
0
-100%
减持
HSY
HERSHEY CO
-$435.1K
1,305
-62%
清仓
BALL
BALL CORP
-$421.6K
0
-100%
减持
WMT
WALMART INC
-$416.8K
6,598
-47%
减持
PEP
PEPSICO INC
-$407.9K
2,006
-52%
减持
SIXD
AIM ETF PRODUCTS TRUST
-$407.2K
96,275
-15%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$406.3K
1,218
-56%
减持
PG
PROCTER AND GAMBLE CO
-$406.0K
2,362
-49%
清仓
IEFA
ISHARES TR
-$405.8K
0
-100%
建仓
MTUM
ISHARES TR
+$405.6K
1,960
增持
SCHF
SCHWAB STRATEGIC TR
-$401.0K
35,753
+38%
减持
SPYV
SPDR SER TR
-$396.3K
7,357
-50%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$393.4K
9,837
减持
QQQ
INVESCO QQQ TR
-$390.0K
1,115
-43%
减持
VYM
VANGUARD WHITEHALL FDS
-$387.8K
6,037
-33%
减持
ELV
ELEVANCE HEALTH INC
-$386.5K
710
-43%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$382.3K
4,559
-60%
减持
GOOG
ALPHABET INC
-$354.8K
2,890
-47%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$348.4K
7,364
-51%
减持
SPGI
S&P GLOBAL INC
-$337.8K
618
-51%
减持
ADI
ANALOG DEVICES INC
-$336.6K
1,394
-49%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$335.0K
25,590
+36%
减持
TSLA
TESLA INC
-$334.1K
2,267
-53%
减持
EMLC
VANECK ETF TRUST
-$323.9K
13,945
-45%
建仓
ZDEK
INNOVATOR ETFS TRUST
+$322.6K
13,511
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$314.3K
4,547
-37%
减持
SPYG
SPDR SER TR
-$308.1K
3,967
-50%
减持
AMP
AMERIPRISE FINL INC
-$302.9K
576
-56%
减持
SPY
SPDR S&P 500 ETF TR
-$298.6K
811
-40%
减持
AVY
AVERY DENNISON CORP
-$294.0K
1,212
-49%
建仓
CVX
CHEVRON CORP NEW
+$282.2K
1,948
减持
GWX
SPDR INDEX SHS FDS
-$280.8K
8,843
-46%
减持
REET
ISHARES TR
-$270.2K
10,434
-46%
建仓
NDEC
INNOVATOR ETFS TRUST
+$257.3K
10,545
减持
—
EXXON MOBIL CORP
-$256.8K
2,315
-46%
减持
IVE
ISHARES TR
-$247.6K
2,622
-31%
减持
PSEC
PROSPECT CAP CORP
-$245.9K
31,349
-56%
减持
MO
ALTRIA GROUP INC
-$239.5K
4,653
-51%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$236.4K
10,744
-46%
建仓
BINC
BLACKROCK ETF TRUST II
+$236.1K
4,538
建仓
OEF
ISHARES TR
+$236.0K
817
减持
—
LISTED FD TR
-$235.3K
17,308
-27%
减持
EMXC
ISHARES INC
-$228.0K
9,134
-24%
建仓
—
EVEREST GROUP LTD
+$223.5K
617
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$219.9K
79,611
-12%
减持
JPM
JPMORGAN CHASE & CO.
-$218.3K
1,351
-47%
减持
ABT
ABBOTT LABS
-$214.0K
2,065
-47%
清仓
JNJ
JOHNSON & JOHNSON
-$212.7K
0
-100%
清仓
SIXP
AIM ETF PRODUCTS TRUST
-$210.9K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
-$210.0K
13,967
+31%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$207.5K
5,929
减持
SCHW
SCHWAB CHARLES CORP
-$207.0K
4,745
-45%
建仓
CTRA
COTERRA ENERGY INC
+$200.7K
7,859
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$200.4K
5,536
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$194.7K
17,402
-44%
减持
IDXX
IDEXX LABS INC
-$193.5K
551
-34%
减持
RJF
RAYMOND JAMES FINL INC
-$191.8K
2,163
-50%
减持
CSGP
COSTAR GROUP INC
-$183.3K
3,160
-42%
减持
IYW
ISHARES TR
-$179.6K
2,397
-35%
减持
QBER
ELEVATION SERIES TRUST
-$166.2K
27,396
-19%
减持
GOOGL
ALPHABET INC
-$160.8K
1,523
-44%
减持
MBB
ISHARES TR
-$133.2K
4,904
-19%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$118.4K
31,272
-12%
减持
BILZ
PIMCO ETF TR
-$103.5K
3,673
-22%
增持
QBUL
ELEVATION SERIES TRUST
+$101.1K
14,102
+44%
增持
VTI
VANGUARD INDEX FDS
+$49.0K
1,009
+17%
清仓
—
CHARGEPOINT HOLDINGS INC
-$34.8K
0
-100%
建仓
—
UNICYCIVE THERAPEUTICS INC
+$8.1K
10,218
增持
USHY
ISHARES TR
-$4.5K
6,021
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.8K
4,839
+1%