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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 116 项
建仓 14
增持 53
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$4.4M
126,806
清仓
SIXP
AIM ETF PRODUCTS TRUST
-$4.2M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
24,146
+27%
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。
建仓
AGEM
ABRDN FDS
+$2.0M
50,839
减持
IEMG
ISHARES INC
-$1.2M
72,088
-22%
清仓
SIXF
AIM ETF PRODUCTS TRUST
-$1.1M
0
-100%
建仓
SIXZ
AIM ETF PRODUCTS TRUST
+$1.1M
37,235
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$1.0M
26,478
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$954.8K
0
-100%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$939.6K
50,952
+56%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$839.6K
21,370
增持
IVE
ISHARES TR
+$725.6K
7,676
+76%
建仓
OCTM
FIRST TR EXCHNG TRADED FD VI
+$671.7K
20,569
建仓
JANZ
ELEVATION SERIES TRUST
+$568.9K
14,930
建仓
VTV
VANGUARD INDEX FDS
+$445.5K
2,332
增持
DYNF
BLACKROCK ETF TRUST
+$357.3K
29,451
+22%
增持
VOT
VANGUARD INDEX FDS
+$354.3K
2,071
+172%
减持
QUAL
ISHARES TR
-$284.3K
5,260
-23%
增持
IVW
ISHARES TR
+$277.1K
11,923
+21%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$266.8K
26,613
-19%
建仓
MRK
MERCK & CO INC
+$265.0K
2,518
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$254.7K
5,271
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$253.8K
33,464
+13%
增持
OEF
ISHARES TR
+$252.6K
3,379
+24%
增持
MTUM
ISHARES TR
+$248.8K
2,955
+54%
减持
BILZ
PIMCO ETF TR
-$244.5K
12,683
-16%
增持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$238.2K
36,955
+23%
建仓
GOOGL
ALPHABET INC
+$233.2K
745
建仓
STLD
STEEL DYNAMICS INC
+$226.4K
1,336
清仓
DECW
AIM ETF PRODUCTS TRUST
-$223.5K
0
-100%
建仓
FISR
SSGA ACTIVE TR
+$221.9K
8,565
减持
QBER
ELEVATION SERIES TRUST
-$217.6K
84,272
-7%
清仓
RTX
RTX CORPORATION
-$216.5K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$203.2K
0
-100%
建仓
AVL
DIREXION SHS ETF TR
+$201.3K
4,565
增持
AAPL
APPLE INC
+$181.1K
6,517
+4%
增持
IWY
ISHARES TR
+$165.2K
17,549
+2%
增持
IWX
ISHARES TR
+$156.6K
30,767
+1%
减持
MSFT
MICROSOFT CORP
-$154.0K
1,824
-9%
增持
IUSB
ISHARES TR
+$145.4K
22,706
+16%
增持
SEPT
AIM ETF PRODUCTS TRUST
+$145.0K
85,940
+3%
减持
HD
HOME DEPOT INC
-$140.2K
637
-28%
增持
SPYM
SPDR SERIES TRUST
+$135.7K
21,439
+6%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$123.5K
87,246
-6%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$119.2K
19,457
-12%
增持
THRO
BLACKROCK ETF TRUST
+$116.0K
14,599
+24%
增持
NVDA
NVIDIA CORPORATION
+$113.1K
4,723
+15%
增持
EFV
ISHARES TR
+$111.9K
24,202
+2%
增持
DECU
AIM ETF PRODUCTS TRUST
+$107.1K
174,571
+0%
增持
BAI
BLACKROCK ETF TRUST
+$104.7K
18,005
+24%
增持
SCHF
SCHWAB STRATEGIC TR
+$103.9K
36,201
+10%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$102.2K
29,786
+3%
减持
NVDU
DIREXION SHS ETF TR
-$91.1K
1,828
-22%
增持
TSLA
TESLA INC
+$90.5K
1,153
+20%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$87.7K
30,338
-8%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$86.3K
48,234
-8%
增持
GLDM
WORLD GOLD TR
+$83.5K
5,034
+11%
减持
DECT
AIM ETF PRODUCTS TRUST
+$82.2K
99,442
-1%
减持
IDEV
ISHARES TR
-$80.9K
31,431
-6%
增持
VTI
VANGUARD INDEX FDS
+$76.0K
1,962
+11%
增持
SCEC
CAPITOL SER TR
+$66.4K
253,720
+2%
清仓
BBAI
BIGBEAR AI HLDGS INC
-$66.1K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$64.1K
1,488
+5%
增持
JULU
AIM ETF PRODUCTS TRUST
+$58.2K
58,176
+2%
增持
VXUS
VANGUARD STAR FDS
+$55.2K
4,339
+17%
减持
AMZN
AMAZON COM INC
-$51.5K
2,313
-13%
增持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$48.2K
33,122
+0%
增持
BND
VANGUARD BD INDEX FDS
+$45.4K
6,382
+11%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$45.3K
30,069
+1%
减持
VOO
VANGUARD INDEX FDS
-$44.8K
29,163
-3%
增持
BDEC
INNOVATOR ETFS TRUST
+$43.2K
12,737
+4%
减持
SPAB
SPDR SERIES TRUST
-$40.7K
36,296
-4%
增持
IWS
ISHARES TR
+$39.1K
10,733
+2%
增持
ONEZ
ELEVATION SERIES TRUST
+$38.8K
86,364
+4%
减持
JPM
JPMORGAN CHASE & CO.
-$36.8K
812
-14%
增持
SHLD
GLOBAL X FDS
+$36.3K
4,832
+23%
减持
ABBV
ABBVIE INC
-$34.5K
1,248
-10%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$32.9K
13,360
-4%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$32.8K
66,633
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$32.1K
25,336
-1%
减持
SPTL
SPDR SERIES TRUST
-$30.2K
21,667
-3%
减持
GOOG
ALPHABET INC
+$29.1K
1,025
-15%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$29.0K
23,873
-4%
增持
VBR
VANGUARD INDEX FDS
+$28.0K
2,796
+3%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$27.4K
7,845
+2%
减持
XTEN
BONDBLOXX ETF TRUST
-$23.8K
4,929
-9%
增持
VYM
VANGUARD WHITEHALL FDS
+$22.8K
2,791
+4%
增持
IVV
ISHARES TR
+$20.0K
1,064
+0%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$17.7K
4,863
+1%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$17.0K
27,595
-3%
减持
IDXX
IDEXX LABS INC
-$16.7K
320
-12%
增持
NDEC
INNOVATOR ETFS TRUST
+$16.0K
9,764
+4%
增持
SEPZ
ELEVATION SERIES TRUST
+$14.9K
33,210
+1%
减持
MBB
ISHARES TR
-$12.8K
2,722
-5%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$12.8K
46,095
-2%
增持
DECZ
ELEVATION SERIES TRUST
+$12.2K
7,434
+5%
增持
IJJ
ISHARES TR
+$11.9K
3,242
+1%
增持
NVBU
AIM ETF PRODUCTS TRUST
+$11.7K
9,895
+2%
增持
SPYV
SPDR SERIES TRUST
+$11.6K
7,463
+0%
减持
XLSR
SSGA ACTIVE TR
+$11.2K
9,469
-2%
增持
OCTU
AIM ETF PRODUCTS TRUST
+$10.8K
10,186
+2%
减持
SHOP
SHOPIFY INC
+$10.7K
2,353
-5%
减持
SPGI
S&P GLOBAL INC
-$10.5K
385
-11%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$10.2K
26,330
-2%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$7.3K
13,677
-1%
减持
WMT
WALMART INC
+$6.1K
5,402
-7%
减持
SPYG
SPDR SERIES TRUST
+$5.4K
3,969
-1%
减持
IJR
ISHARES TR
+$5.4K
4,231
-0%
增持
IJH
ISHARES TR
+$5.4K
6,886
+0%
增持
IWP
ISHARES TR
+$4.9K
2,564
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$4.8K
859
-1%
减持
AVGO
BROADCOM INC
+$2.3K
1,128
-4%
增持
ACWV
ISHARES INC
+$2.2K
17,134
+1%
增持
PSEC
PROSPECT CAP CORP
-$2.1K
14,913
+1%
减持
IEFA
ISHARES TR
-$888
2,640
-3%
减持
EFG
ISHARES TR
-$612
14,083
-0%
