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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 121 项
建仓 16
增持 53
减持 34
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
DECU
AIM ETF PRODUCTS TRUST
+$4.7M
173,899
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$4.0M
0
-100%
清仓
JANT
AIM ETF PRODUCTS TRUST
-$4.0M
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。
增持
SIXP
AIM ETF PRODUCTS TRUST
+$3.9M
136,055
+1505%
清仓
SIXD
AIM ETF PRODUCTS TRUST
-$3.7M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
18,983
+41%
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$2.9M
83,461
建仓
JULU
AIM ETF PRODUCTS TRUST
+$1.7M
57,082
建仓
SEPZ
ELEVATION SERIES TRUST
+$1.4M
32,798
清仓
—
LISTED FDS TR
-$1.2M
0
-100%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$954.8K
23,540
减持
VOO
VANGUARD INDEX FDS
+$895.0K
29,939
-2%
增持
QBER
ELEVATION SERIES TRUST
+$814.6K
90,811
+57%
增持
ONEZ
ELEVATION SERIES TRUST
+$776.5K
83,143
+47%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$618.4K
28,503
+57%
增持
IEMG
ISHARES INC
+$617.8K
91,967
+1%
增持
IWY
ISHARES TR
+$608.7K
17,157
+4%
清仓
QBUL
ELEVATION SERIES TRUST
-$523.7K
0
-100%
建仓
AOA
ISHARES TR
+$509.6K
5,782
增持
DECT
AIM ETF PRODUCTS TRUST
+$487.5K
100,492
+9%
增持
DYNF
BLACKROCK ETF TRUST
+$484.8K
24,217
+39%
减持
SPAB
SPDR SERIES TRUST
-$471.9K
37,730
-33%
增持
BILZ
PIMCO ETF TR
+$471.6K
15,046
+45%
增持
OEF
ISHARES TR
+$447.4K
2,723
+81%
建仓
BND
VANGUARD BD INDEX FDS
+$427.3K
5,746
增持
SCEC
CAPITOL SER TR
+$370.2K
249,869
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$367.9K
2,681
-52%
建仓
GLDM
WORLD GOLD TR
+$346.2K
4,529
增持
AAPL
APPLE INC
+$337.8K
6,247
+2%
清仓
FISR
SSGA ACTIVE TR
-$335.7K
0
-100%
清仓
IYW
ISHARES TR
-$318.5K
0
-100%
清仓
ZDEK
INNOVATOR ETFS TRUST
-$317.8K
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$311.8K
20,222
-22%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$308.3K
7,702
+51%
建仓
NVDU
DIREXION SHS ETF TR
+$306.4K
2,336
增持
BAI
BLACKROCK ETF TRUST
+$290.8K
14,485
+105%
建仓
DECZ
ELEVATION SERIES TRUST
+$287.1K
7,047
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$283.7K
47,238
+7%
减持
IWP
ISHARES TR
-$283.2K
2,432
-46%
增持
IWX
ISHARES TR
+$282.0K
30,378
+7%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$278.5K
93,262
+5%
建仓
SHLD
GLOBAL X FDS
+$276.7K
3,940
增持
QUAL
ISHARES TR
+$272.3K
6,833
+18%
建仓
VXUS
VANGUARD STAR FDS
+$272.1K
3,704
增持
IVW
ISHARES TR
+$262.2K
9,879
+17%
增持
VTI
VANGUARD INDEX FDS
+$247.2K
1,773
+61%
清仓
—
LISTED FDS TR
-$241.1K
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$234.8K
0
-100%
清仓
—
LISTED FDS TR
-$234.4K
0
-100%
增持
IVE
ISHARES TR
+$227.5K
4,369
+27%
清仓
GWX
SPDR INDEX SHS FDS
-$226.1K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$224.3K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$223.9K
762
建仓
DECW
AIM ETF PRODUCTS TRUST
+$223.5K
6,776
减持
SPDW
SPDR INDEX SHS FDS
-$216.9K
25,546
-21%
建仓
RTX
RTX CORPORATION
+$216.5K
1,294
清仓
EMHC
SPDR SERIES TRUST
-$215.6K
0
-100%
清仓
BINC
BLACKROCK ETF TRUST II
-$215.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$211.1K
1,415
+22%
清仓
ABT
ABBOTT LABS
-$202.7K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$201.4K
0
-100%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$201.2K
24,909
+12%
增持
SIXF
AIM ETF PRODUCTS TRUST
+$152.0K
35,518
+10%
减持
EFG
ISHARES TR
-$144.8K
14,093
-10%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$141.4K
32,762
-14%
增持
IWS
ISHARES TR
+$137.2K
10,559
+4%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$124.9K
68,606
+0%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$123.7K
29,631
+4%
增持
EFV
ISHARES TR
+$112.2K
23,830
+1%
增持
VBR
VANGUARD INDEX FDS
+$108.6K
2,703
+16%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$107.0K
32,981
+4%
增持
MTUM
ISHARES TR
+$107.0K
1,913
+20%
减持
TSLA
TESLA INC
+$105.3K
962
-5%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$104.4K
29,779
+2%
减持
NVDA
NVIDIA CORPORATION
+$103.4K
4,114
-2%
增持
THRO
BLACKROCK ETF TRUST
+$103.4K
11,805
+22%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$102.0K
13,892
-11%
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$99.4K
52,146
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$90.9K
872
+10%
减持
SPGI
S&P GLOBAL INC
-$79.4K
435
-21%
减持
XLSR
SSGA ACTIVE TR
-$78.2K
9,709
-19%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$77.8K
28,946
-0%
增持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$76.4K
32,962
+0%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$76.2K
22,139
+1%
增持
AVGO
BROADCOM INC
+$72.2K
1,177
+3%
建仓
BBAI
BIGBEAR AI HLDGS INC
+$66.1K
10,141
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$53.6K
33,052
-2%
减持
AMZN
AMAZON COM INC
-$50.6K
2,666
-8%
增持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$49.4K
30,033
+1%
减持
SHOP
SHOPIFY INC
+$48.2K
2,477
-11%
减持
PSEC
PROSPECT CAP CORP
-$48.1K
14,814
-47%
增持
NVBU
AIM ETF PRODUCTS TRUST
+$46.9K
9,703
+13%
增持
XTEN
BONDBLOXX ETF TRUST
+$46.5K
5,397
+21%
增持
OCTU
AIM ETF PRODUCTS TRUST
+$46.3K
9,972
+13%
减持
IDEV
ISHARES TR
-$42.2K
33,345
-7%
减持
GOOG
ALPHABET INC
+$39.6K
1,202
-16%
增持
SPYG
SPDR SERIES TRUST
+$38.9K
4,001
+1%
减持
IDXX
IDEXX LABS INC
-$37.1K
365
-28%
减持
ABBV
ABBVIE INC
+$36.6K
1,381
-9%
增持
WMT
WALMART INC
+$35.8K
5,781
+1%
增持
IUSB
ISHARES TR
+$35.6K
19,510
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$31.5K
946
+3%
减持
IJH
ISHARES TR
-$30.2K
6,881
-11%
增持
PGR
PROGRESSIVE CORP
-$28.1K
1,425
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$24.7K
692
-6%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$24.7K
4,824
+1%
增持
SPYV
SPDR SERIES TRUST
+$24.1K
7,453
+0%
增持
IJJ
ISHARES TR
+$22.6K
3,198
+1%
增持
IEFA
ISHARES TR
+$20.7K
2,715
+5%
减持
SPTL
SPDR SERIES TRUST
-$19.4K
22,403
-4%
减持
IVV
ISHARES TR
-$17.8K
1,059
-9%
减持
BDEC
INNOVATOR ETFS TRUST
+$15.1K
12,269
-3%
减持
HD
HOME DEPOT INC
+$14.3K
887
-6%
增持
MBB
ISHARES TR
+$13.9K
2,858
+4%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$12.9K
13,797
-5%
减持
SCHF
SCHWAB STRATEGIC TR
+$10.8K
32,919
-4%
减持
MSFT
MICROSOFT CORP
+$10.6K
2,000
-3%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$9.7K
26,958
-9%
减持
NDEC
INNOVATOR ETFS TRUST
+$3.9K
9,421
-3%
减持
IJR
ISHARES TR
-$1.6K
4,234
-8%
