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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 122 项
建仓 14
增持 55
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
CORO
BLACKROCK ETF TRUST
+$1.8M
57,248
减持
VOO
VANGUARD INDEX FDS
-$1.4M
28,248
-3%
清仓
OEF
ISHARES TR
-$1.2M
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。
减持
QBER
ELEVATION SERIES TRUST
-$1.1M
36,628
-57%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$784.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$774.0K
28,742
+19%
减持
BILZ
PIMCO ETF TR
-$628.9K
6,429
-49%
减持
IWY
ISHARES TR
-$613.2K
17,067
-3%
增持
SPYM
SPDR SERIES TRUST
+$574.2K
29,972
+40%
建仓
OCTZ
ELEVATION SERIES TRUST
+$557.3K
13,560
减持
IEMG
ISHARES INC
-$549.6K
61,594
-15%
建仓
AUGZ
ELEVATION SERIES TRUST
+$544.5K
13,398
建仓
BLCR
BLACKROCK ETF TRUST
+$501.0K
12,200
建仓
GOVT
ISHARES TR
+$471.6K
20,583
清仓
GLDM
WORLD GOLD TR
-$429.8K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$396.6K
11,805
+85%
增持
IUSB
ISHARES TR
+$392.9K
31,384
+38%
增持
VXUS
VANGUARD STAR FDS
+$381.3K
9,189
+112%
建仓
VB
VANGUARD INDEX FDS
+$356.6K
1,362
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$350.1K
22,195
-16%
增持
VTI
VANGUARD INDEX FDS
+$323.8K
3,060
+56%
建仓
FIX
COMFORT SYS USA INC
+$318.7K
231
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$306.3K
38,235
-21%
增持
IVE
ISHARES TR
+$293.8K
9,101
+19%
建仓
—
EATON CORP PLC
+$290.4K
812
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$287.5K
79,706
-9%
增持
IVW
ISHARES TR
+$285.9K
15,521
+30%
建仓
SEPU
AIM ETF PRODUCTS TRUST
+$276.6K
9,879
建仓
SCHP
SCHWAB STRATEGIC TR
+$266.7K
10,022
建仓
PAYM
ELEVATION SERIES TRUST
+$264.5K
12,051
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$253.9K
2,031
减持
SCEC
CAPITOL SER TR
-$251.3K
246,431
-3%
减持
IDEV
ISHARES TR
-$246.5K
28,071
-11%
增持
SHLD
GLOBAL X FDS
+$231.4K
7,686
+59%
建仓
VGT
VANGUARD WORLD FD
+$226.0K
324
减持
SCHF
SCHWAB STRATEGIC TR
-$225.3K
26,058
-28%
增持
VYM
VANGUARD WHITEHALL FDS
+$218.6K
4,181
+50%
清仓
IDXX
IDEXX LABS INC
-$216.5K
0
-100%
清仓
NVDU
DIREXION SHS ETF TR
-$215.2K
0
-100%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$214.5K
5,576
清仓
SPGI
S&P GLOBAL INC
-$201.4K
0
-100%
清仓
AVL
DIREXION SHS ETF TR
-$201.3K
0
-100%
增持
QUAL
ISHARES TR
+$194.6K
6,462
+23%
减持
EFG
ISHARES TR
-$184.4K
12,750
-9%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$184.3K
23,025
+18%
增持
DYNF
BLACKROCK ETF TRUST
+$182.6K
33,922
+15%
增持
JPM
JPMORGAN CHASE & CO
+$164.5K
1,449
+78%
减持
SHOP
SHOPIFY INC
-$154.0K
1,895
-19%
增持
BAI
BLACKROCK ETF TRUST
+$153.6K
22,858
+27%
增持
AVGO
BROADCOM INC
+$153.3K
1,757
+56%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$143.9K
25,568
-7%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$131.1K
44,229
-4%
减持
DECT
AIM ETF PRODUCTS TRUST
-$130.5K
98,877
-1%
增持
THRO
BLACKROCK ETF TRUST
+$122.4K
18,921
+30%
增持
MRK
MERCK & CO INC
+$116.1K
3,169
+26%
减持
SPAB
SPDR SERIES TRUST
-$115.5K
31,972
-12%
减持
TSLA
TESLA INC
-$112.3K
1,092
-5%
增持
AOA
ISHARES TR
+$111.2K
7,108
+23%
增持
SIXO
AIM ETF PRODUCTS TRUST
-$109.7K
127,125
+0%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$101.0K
28,694
-4%
减持
IWX
ISHARES TR
-$99.1K
29,429
-4%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$97.1K
28,875
-4%
减持
SPDW
SPDR INDEX SHS FDS
-$94.0K
22,589
-11%
增持
AMZN
AMAZON COM INC
+$92.8K
3,009
+30%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$88.6K
7,145
+36%
增持
DECU
AIM ETF PRODUCTS TRUST
-$87.8K
176,586
+1%
增持
MSFT
MICROSOFT CORP
-$87.4K
2,147
+18%
减持
SEPT
AIM ETF PRODUCTS TRUST
-$86.5K
85,454
-1%
增持
XTEN
BONDBLOXX ETF TRUST
+$83.9K
6,797
+38%
减持
IJJ
ISHARES TR
-$82.3K
2,599
-20%
增持
GOOGL
ALPHABET INC
+$80.8K
1,092
+47%
增持
MTUM
ISHARES TR
+$80.2K
3,416
+16%
减持
EFV
ISHARES TR
-$78.0K
22,195
-8%
减持
XLSR
SSGA ACTIVE TR
-$77.6K
8,875
-6%
减持
BDEC
INNOVATOR ETFS TRUST
-$69.9K
11,695
-8%
增持
QQQ
INVESCO QQQ TR
+$60.4K
1,688
+13%
减持
GOOG
ALPHABET INC
-$60.1K
912
-11%
增持
MBB
ISHARES TR
+$59.0K
3,351
+23%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$58.7K
23,278
-2%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$54.5K
20,326
-5%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$53.2K
819
-5%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$52.5K
51,250
+1%
减持
AGEM
ABRDN FDS
-$50.8K
46,856
-8%
减持
IWS
ISHARES TR
-$50.5K
10,041
-6%
减持
QSPT
FIRST TR EXCHNG TRADED FD VI
-$49.4K
36,626
-1%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$48.8K
35,431
+6%
增持
IWP
ISHARES TR
+$46.8K
3,106
+21%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$46.3K
70,371
+6%
增持
VOT
VANGUARD INDEX FDS
-$44.3K
2,074
+0%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$42.2K
26,921
+1%
减持
PGR
PROGRESSIVE CORP
-$42.2K
1,424
-0%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$42.1K
31,979
+5%
增持
ONEZ
ELEVATION SERIES TRUST
-$41.8K
87,917
+2%
增持
JULU
AIM ETF PRODUCTS TRUST
-$41.6K
59,081
+2%
清仓
PSEC
PROSPECT CAP CORP
-$38.6K
0
-100%
减持
SPYV
SPDR SERIES TRUST
-$37.4K
6,832
-8%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$36.5K
12,716
-7%
增持
AAPL
APPLE INC
+$36.2K
7,124
+9%
增持
SPYG
SPDR SERIES TRUST
-$34.4K
3,975
+0%
增持
SEPZ
ELEVATION SERIES TRUST
-$34.2K
33,715
+2%
减持
NDEC
INNOVATOR ETFS TRUST
-$32.5K
8,842
-9%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$32.2K
32,919
-1%
减持
SPTL
SPDR SERIES TRUST
-$30.4K
20,651
-5%
增持
GSEP
FIRST TR EXCHNG TRADED FD VI
+$30.2K
27,709
+5%
增持
IEFA
ISHARES TR
+$25.2K
2,886
+9%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$24.2K
7,553
-4%
增持
NVDA
NVIDIA CORPORATION
+$18.7K
5,158
+9%
增持
VBR
VANGUARD INDEX FDS
+$18.1K
2,808
+0%
增持
ABBV
ABBVIE INC
+$17.0K
1,389
+11%
增持
SIXZ
AIM ETF PRODUCTS TRUST
-$15.6K
37,479
+1%
增持
VTV
VANGUARD INDEX FDS
+$15.1K
2,348
+1%
增持
HD
HOME DEPOT INC
+$14.6K
711
+12%
减持
WMT
WALMART INC
-$14.0K
4,730
-12%
减持
IJR
ISHARES TR
-$12.2K
3,992
-6%
减持
IJH
ISHARES TR
-$7.8K
6,614
-4%
增持
OCTU
AIM ETF PRODUCTS TRUST
-$6.7K
10,260
+1%
增持
IVV
ISHARES TR
-$6.3K
1,106
+4%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$6.2K
4,854
-0%
增持
DECZ
ELEVATION SERIES TRUST
-$5.6K
7,566
+2%
增持
FISR
SSGA ACTIVE TR
+$4.7K
8,813
+3%
增持
NVBU
AIM ETF PRODUCTS TRUST
-$3.7K
10,041
+1%
增持
JANZ
ELEVATION SERIES TRUST
+$2.1K
15,534
+4%
