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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 129 项
建仓 4
增持 15
减持 31
清仓 79
方向
标的
Δ市值
现股数(环比)
清仓
AMZN
AMAZON COM INC
-$2.8M
0
-100%
清仓
AAPL
APPLE INC
-$2.3M
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$1.8M
0
-100%
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
MSFT
MICROSOFT CORP
-$1.6M
0
-100%
清仓
QUAL
ISHARES TR
-$1.5M
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$1.4M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.3M
31,066
-3%
清仓
PSEP
INNOVATOR ETFS TRUST
-$1.3M
0
-100%
清仓
HD
HOME DEPOT INC
-$1.2M
0
-100%
清仓
IVW
ISHARES TR
-$1.2M
0
-100%
减持
SPYM
SPDR SER TR
-$1.2M
30,345
-34%
清仓
IWS
ISHARES TR
-$1.1M
0
-100%
建仓
ONEZ
ELEVATION SERIES TRUST
+$983.2K
41,502
清仓
ARLP
ALLIANCE RESOURCE PARTNERS L
-$949.2K
0
-100%
清仓
TSLA
TESLA INC
-$915.6K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$862.1K
17,322
-46%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$845.0K
43,627
+306%
减持
SPAB
SPDR SER TR
-$842.2K
65,037
-35%
清仓
GLW
CORNING INC
-$830.2K
0
-100%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$798.9K
30,819
+149%
建仓
SIXF
AIM ETF PRODUCTS TRUST
+$794.7K
28,505
清仓
VYM
VANGUARD WHITEHALL FDS
-$770.2K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$723.5K
0
-100%
清仓
IWP
ISHARES TR
-$717.3K
0
-100%
清仓
IJR
ISHARES TR
-$691.3K
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$681.3K
13,963
清仓
IVV
ISHARES TR
-$645.8K
0
-100%
减持
IWY
ISHARES TR
-$624.6K
16,723
-5%
清仓
WMT
WALMART INC
-$596.1K
0
-100%
增持
OCTT
AIM ETF PRODUCTS TRUST
+$588.5K
90,085
+25%
增持
JANT
AIM ETF PRODUCTS TRUST
+$585.1K
94,124
+25%
增持
SIXD
AIM ETF PRODUCTS TRUST
+$581.1K
119,645
+24%
清仓
QQQ
INVESCO QQQ TR
-$569.8K
0
-100%
清仓
IJH
ISHARES TR
-$557.4K
0
-100%
清仓
GOOG
ALPHABET INC
-$550.3K
0
-100%
清仓
IJJ
ISHARES TR
-$530.9K
0
-100%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$510.7K
0
-100%
清仓
SHOP
SHOPIFY INC
-$506.9K
0
-100%
清仓
EMXC
ISHARES INC
-$506.5K
0
-100%
清仓
IVE
ISHARES TR
-$500.4K
0
-100%
清仓
SMAX
ISHARES TR
-$497.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$494.3K
0
-100%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$483.5K
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$479.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$475.5K
0
-100%
增持
DECT
AIM ETF PRODUCTS TRUST
+$463.6K
81,679
+26%
清仓
PGR
PROGRESSIVE CORP
-$458.9K
0
-100%
增持
GDEC
FIRST TR EXCHNG TRADED FD VI
+$454.7K
66,699
+28%
清仓
MBB
ISHARES TR
-$449.6K
0
-100%
清仓
MTUM
ISHARES TR
-$405.6K
0
-100%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$399.6K
29,555
+49%
清仓
PG
PROCTER AND GAMBLE CO
-$395.9K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$393.4K
0
-100%
建仓
—
LISTED FD TR
+$390.5K
10,457
清仓
ABBV
ABBVIE INC
-$386.6K
0
-100%
清仓
IYW
ISHARES TR
-$382.3K
0
-100%
清仓
SPYV
SPDR SER TR
-$376.2K
0
-100%
清仓
BILZ
PIMCO ETF TR
-$370.3K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$360.8K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$356.5K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$351.2K
0
-100%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$349.3K
0
-100%
清仓
SPYG
SPDR SER TR
-$348.7K
0
-100%
减持
EFG
ISHARES TR
-$340.6K
15,744
-20%
清仓
RJF
RAYMOND JAMES FINL INC
-$336.0K
0
-100%
减持
IUSB
ISHARES TR
-$333.1K
21,129
-27%
清仓
JPM
JPMORGAN CHASE & CO.
-$323.8K
0
-100%
清仓
EMLC
VANECK ETF TRUST
-$322.3K
0
-100%
减持
XLSR
SSGA ACTIVE TR
-$320.5K
12,388
-30%
清仓
SPGI
S&P GLOBAL INC
-$307.6K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$306.6K
0
-100%
清仓
PEP
PEPSICO INC
-$305.0K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$296.1K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$292.3K
0
-100%
清仓
GOOGL
ALPHABET INC
-$288.3K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$282.2K
0
-100%
清仓
GWX
SPDR INDEX SHS FDS
-$274.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$269.2K
37,350
-22%
清仓
ELV
ELEVANCE HEALTH INC
-$261.9K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$260.8K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$256.7K
20,464
-43%
减持
DYNF
BLACKROCK ETF TRUST
-$252.3K
17,156
-19%
清仓
REET
ISHARES TR
-$250.1K
0
-100%
清仓
—
EXXON MOBIL CORP
-$249.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$243.3K
0
-100%
清仓
BINC
BLACKROCK ETF TRUST II
-$236.1K
0
-100%
清仓
OEF
ISHARES TR
-$236.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$233.6K
0
-100%
清仓
IDXX
IDEXX LABS INC
-$227.8K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$226.8K
0
-100%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$226.6K
75,800
-5%
清仓
CSGP
COSTAR GROUP INC
-$226.2K
0
-100%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$226.0K
0
-100%
增持
EFV
ISHARES TR
+$224.8K
25,515
+5%
清仓
—
EVEREST GROUP LTD
-$223.5K
0
-100%
清仓
USHY
ISHARES TR
-$221.5K
0
-100%
清仓
HSY
HERSHEY CO
-$221.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$218.0K
0
-100%
清仓
GOCT
FIRST TR EXCHNG TRADED FD VI
-$207.5K
0
-100%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$204.7K
28,994
-10%
清仓
SRLN
SSGA ACTIVE ETF TR
-$201.9K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$200.7K
0
-100%
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$200.4K
0
-100%
增持
QBER
ELEVATION SERIES TRUST
+$187.6K
34,861
+27%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$180.6K
30,026
-4%
减持
BDEC
INNOVATOR ETFS TRUST
-$175.1K
13,609
-21%
减持
FISR
SSGA ACTIVE TR
-$150.4K
14,122
-31%
增持
—
LISTED FD TR
+$147.4K
21,986
+27%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$142.6K
29,581
-7%
清仓
PSEC
PROSPECT CAP CORP
-$135.1K
0
-100%
减持
SPTL
SPDR SER TR
-$118.6K
21,153
-20%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$118.0K
20,040
-9%
减持
IDEV
ISHARES TR
+$108.8K
37,486
-2%
增持
QBUL
ELEVATION SERIES TRUST
+$102.4K
18,146
+29%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$102.3K
46,129
-2%
减持
USIG
ISHARES TR
-$84.6K
33,199
-6%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$73.8K
38,643
-6%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$69.7K
19,436
-5%
减持
IEMG
ISHARES INC
-$66.6K
75,910
-5%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$66.3K
37,496
-1%
减持
IWX
ISHARES TR
-$63.1K
28,988
-6%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$37.3K
22,909
-1%
增持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$17.2K
31,533
+6%
减持
ZDEK
INNOVATOR ETFS TRUST
-$15.9K
12,953
-4%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$14.4K
25,911
+1%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$11.9K
19,898
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$9.7K
20,194
-3%
增持
NDEC
INNOVATOR ETFS TRUST
-$8.4K
10,559
+0%
清仓
—
UNICYCIVE THERAPEUTICS INC
-$8.1K
0
-100%
