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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 111 项
建仓 61
增持 21
减持 24
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SCEC
CAPITOL SER TR
+$6.0M
237,264
建仓
VUG
VANGUARD INDEX FDS
+$5.9M
13,483
建仓
ACWV
ISHARES INC
+$2.0M
16,948
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
VMBS
VANGUARD SCOTTSDALE FDS
-$1.8M
0
-100%
清仓
USIG
ISHARES TR
-$1.7M
0
-100%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$1.6M
32,896
减持
VOO
VANGUARD INDEX FDS
+$1.5M
30,701
-1%
增持
IEMG
ISHARES INC
+$1.3M
90,699
+19%
建仓
IWS
ISHARES TR
+$1.3M
10,123
建仓
AAPL
APPLE INC
+$1.3M
6,107
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
建仓
—
LISTED FDS TR
+$1.2M
29,964
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$1.1M
30,309
-55%
建仓
QUAL
ISHARES TR
+$1.1M
5,780
建仓
BILZ
PIMCO ETF TR
+$1.1M
10,385
建仓
MSFT
MICROSOFT CORP
+$1.0M
2,062
建仓
IVW
ISHARES TR
+$930.4K
8,451
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$912.8K
43,959
+52%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$869.0K
68,501
+57%
清仓
—
LISTED FD TR
-$788.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$745.7K
5,594
建仓
IVV
ISHARES TR
+$726.4K
1,170
增持
JANT
AIM ETF PRODUCTS TRUST
+$694.1K
105,929
+13%
建仓
IVE
ISHARES TR
+$674.8K
3,453
增持
OCTT
AIM ETF PRODUCTS TRUST
+$669.8K
100,218
+11%
建仓
NVDA
NVIDIA CORPORATION
+$664.2K
4,204
建仓
QQQ
INVESCO QQQ TR
+$638.6K
1,158
建仓
AMZN
AMAZON COM INC
+$636.1K
2,899
建仓
IWP
ISHARES TR
+$629.5K
4,539
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$618.0K
88,701
+17%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$602.8K
31,734
+63%
增持
SIXD
AIM ETF PRODUCTS TRUST
+$568.2K
135,075
+13%
建仓
WMT
WALMART INC
+$560.0K
5,727
增持
QBER
ELEVATION SERIES TRUST
+$558.8K
57,683
+65%
减持
IWY
ISHARES TR
+$558.6K
16,576
-1%
增持
DECT
AIM ETF PRODUCTS TRUST
+$543.4K
92,120
+13%
建仓
IJR
ISHARES TR
+$504.6K
4,617
建仓
SPY
SPDR S&P 500 ETF TR
+$489.9K
793
建仓
IJH
ISHARES TR
+$479.2K
7,727
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$463.4K
21,840
+56%
建仓
OEF
ISHARES TR
+$459.0K
1,508
建仓
VBR
VANGUARD INDEX FDS
+$455.5K
2,336
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$445.1K
5,103
增持
ONEZ
ELEVATION SERIES TRUST
+$444.3K
56,498
+36%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$406.5K
4,770
建仓
IJJ
ISHARES TR
+$392.2K
3,174
清仓
—
LISTED FD TR
-$390.5K
0
-100%
建仓
SPYV
SPDR SERIES TRUST
+$388.3K
7,419
建仓
MTUM
ISHARES TR
+$383.7K
1,597
建仓
PGR
PROGRESSIVE CORP
+$380.0K
1,424
建仓
SPYG
SPDR SERIES TRUST
+$379.2K
3,978
增持
SCHF
SCHWAB STRATEGIC TR
+$350.8K
34,188
+67%
建仓
HD
HOME DEPOT INC
+$345.2K
942
建仓
THRO
BLACKROCK ETF TRUST
+$343.5K
9,655
建仓
VTI
VANGUARD INDEX FDS
+$334.6K
1,101
建仓
TSLA
TESLA INC
+$322.6K
1,015
建仓
SHOP
SHOPIFY INC
+$319.9K
2,773
建仓
IYW
ISHARES TR
+$318.5K
1,838
建仓
AVGO
BROADCOM INC
+$315.9K
1,146
建仓
SPGI
S&P GLOBAL INC
+$291.2K
552
建仓
ABBV
ABBVIE INC
+$283.1K
1,525
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$273.6K
50,940
+10%
建仓
IDXX
IDEXX LABS INC
+$270.3K
504
建仓
JPM
JPMORGAN CHASE & CO.
+$266.9K
921
建仓
MBB
ISHARES TR
+$258.1K
2,749
建仓
GOOG
ALPHABET INC
+$253.1K
1,427
建仓
SIXP
AIM ETF PRODUCTS TRUST
+$248.0K
8,475
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$243.9K
28,999
+12%
建仓
—
LISTED FDS TR
+$241.1K
5,899
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$237.3K
33,735
+9%
建仓
CSGP
COSTAR GROUP INC
+$234.8K
2,920
建仓
—
LISTED FDS TR
+$234.4K
5,392
建仓
OCTU
AIM ETF PRODUCTS TRUST
+$232.7K
8,859
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$227.9K
739
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$227.8K
8,571
建仓
GWX
SPDR INDEX SHS FDS
+$226.1K
6,082
建仓
SCHW
SCHWAB CHARLES CORP
+$224.3K
2,458
建仓
IEFA
ISHARES TR
+$216.3K
2,591
建仓
EMHC
SPDR SERIES TRUST
+$215.6K
8,760
建仓
BINC
BLACKROCK ETF TRUST II
+$215.4K
4,076
减持
SPAB
SPDR SERIES TRUST
-$213.8K
56,534
-13%
建仓
XTEN
BONDBLOXX ETF TRUST
+$205.1K
4,444
建仓
BAI
BLACKROCK ETF TRUST
+$204.1K
7,073
建仓
ABT
ABBOTT LABS
+$202.7K
1,490
建仓
PG
PROCTER AND GAMBLE CO
+$201.4K
1,264
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$200.5K
14,532
-27%
减持
EFG
ISHARES TR
+$175.4K
15,623
-1%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$159.1K
29,576
-1%
增持
SIXF
AIM ETF PRODUCTS TRUST
+$157.8K
32,170
+13%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$141.9K
37,926
+1%
减持
IDEV
ISHARES TR
+$133.1K
35,711
-5%
增持
DYNF
BLACKROCK ETF TRUST
+$112.3K
17,422
+2%
减持
SPYM
SPDR SERIES TRUST
-$99.5K
26,084
-14%
减持
IUSB
ISHARES TR
-$97.9K
18,943
-10%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$97.1K
15,643
-10%
建仓
PSEC
PROSPECT CAP CORP
+$88.9K
27,945
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$82.8K
29,174
-1%
增持
QBUL
ELEVATION SERIES TRUST
+$72.6K
20,587
+13%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$52.5K
28,614
-3%
减持
SPDW
SPDR INDEX SHS FDS
-$49.9K
32,354
-13%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$49.7K
22,268
-3%
减持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$47.3K
29,854
-5%
增持
SPTL
SPDR SERIES TRUST
+$46.5K
23,444
+11%
减持
FISR
SSGA ACTIVE TR
-$29.8K
12,992
-8%
减持
XLSR
SSGA ACTIVE TR
+$28.0K
11,962
-3%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$13.0K
18,199
-9%
减持
ZDEK
INNOVATOR ETFS TRUST
+$11.1K
12,952
-0%
减持
IWX
ISHARES TR
+$5.4K
28,360
-2%
减持
BDEC
INNOVATOR ETFS TRUST
+$3.3K
12,687
-7%
减持
NDEC
INNOVATOR ETFS TRUST
+$2.0K
9,711
-8%
减持
EFV
ISHARES TR
+$365
23,696
-7%
