13F 机构持仓

Biltmore Family Office, LLC

CHARLOTTE NC · SEC CIK 0001731123

2026Q22026Q1 更早 9 个季度 🔒
$7.61亿2026Q2 申报市值
333持仓数
47.2%前十大占比 · 第一大 23.6%
17 / 13新建仓 / 清仓
申报市值走势$7.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 23.6%
IAU 6.4%
RSP 3.9%
SPY 2.5%
ROBO 2.3%
VV 2.1%
BRK/B 2.0%
MSFT 1.6%
ROBT 1.5%
DELL 1.4%

2026Q2 买入最多 按季末市值估算

BRK/B 加仓+$366.19万
VTR 新建仓+$126.43万
HONA 新建仓+$75.74万
NOW 新建仓+$40.29万
RSP 加仓+$31.00万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$1,976.15万
DELL 减仓-$145.66万
SLV 减仓-$139.02万
NHI 清仓-$134.75万
IAU 减仓-$123.93万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
NHI NATIONAL HEALTH INVS INC $00.00%0 -16,477-100.0% -$134.75万 清仓
INTU INTUIT $00.00%0 -1,584-100.0% -$68.49万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -440-100.0% -$30.02万 清仓
ADBE ADOBE INC $00.00%0 -1,003-100.0% -$24.38万 清仓
EMN EASTMAN CHEM CO $00.00%0 -2,851-100.0% -$22.00万 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -3,742-100.0% -$21.76万 清仓
IGIB ISHARES TR $00.00%0 -2,000-100.0% -$10.64万 清仓
RDVY FIRST TR EXCHANGE TRADED FD $00.00%0 -199-100.0% -$1.36万 清仓
SUSA ISHARES TR $00.00%0 -10-100.0% -$1,321 清仓
RWR SPDR SERIES TRUST $00.00%0 -12-100.0% -$1,212 清仓
SUSL ISHARES TR $00.00%0 -8-100.0% -$909 清仓
SCHR SCHWAB STRATEGIC TR $00.00%0 -8-100.0% -$199 清仓
SCHH SCHWAB STRATEGIC TR $00.00%0 -7-100.0% -$150 清仓
— AMPLIFY ETF TR $910.00%5 00.0% — 不变
— KRANESHARES TRUST $1580.00%5 00.0% — 不变
— VANECK ETF TRUST $1850.00%5 00.0% — 不变
ARKW ARK ETF TR $2900.00%2 00.0% — 不变
BLOK AMPLIFY ETF TR $6260.00%10 00.0% — 不变
EPI WISDOMTREE TR $8560.00%20 00.0% — 不变
ANGL VANECK ETF TRUST $1,6080.00%55 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $2,4340.00%52 00.0% — 不变
XMLV INVESCO EXCH TRADED FD TR II $6,6330.00%100 00.0% — 不变
SPIB SPDR SERIES TRUST $7,7960.00%233 00.0% — 不变
IWO ISHARES TR $7,8790.00%20 00.0% — 不变
ILF ISHARES TR $1.01万0.00%300 00.0% — 不变
BBH VANECK ETF TRUST $1.02万0.00%50 50— $1.02万 新建仓
VIS VANGUARD WORLD FD $1.05万0.00%29 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $1.40万0.00%340 00.0% — 不变
CMF ISHARES TR $1.42万0.00%247 20.8% $115 加仓
NLR VANECK ETF TRUST $1.53万0.00%132 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $1.55万0.00%351 133.8% $572 加仓
SOXX ISHARES TR $1.60万0.00%25 00.0% — 不变
IBDT ISHARES TR $1.64万0.00%650 00.0% — 不变
SPGP INVESCO EXCHANGE TRADED FD T $1.66万0.00%136 00.0% — 不变
MBB ISHARES TR $1.76万0.00%186 168933.3% $1.59万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $1.79万0.00%139 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $1.93万0.00%159 00.0% — 不变
LQD ISHARES TR $2.07万0.00%190 00.0% — 不变
— CELULARITY INC $2.09万0.00%35,000 00.0% — 不变
XLB SELECT SECTOR SPDR TR $2.10万0.00%414 143.5% $712 加仓
XLI SELECT SECTOR SPDR TR $2.19万0.00%118 1818.0% $3,334 加仓
EEM ISHARES TR $2.22万0.00%325 -50-13.3% -$3,420 减仓
IGM ISHARES TR $2.26万0.00%138 00.0% — 不变
REET ISHARES TR $2.35万0.00%850 00.0% — 不变
IEI ISHARES TR $2.35万0.00%200 00.0% — 不变
TFLO ISHARES TR $2.63万0.00%520 520— $2.63万 新建仓
XLP SELECT SECTOR SPDR TR $2.66万0.00%320 206.7% $1,661 加仓
— DIMENSIONAL ETF TRUST $2.79万0.00%629 00.0% — 不变
XLC SELECT SECTOR SPDR TR $2.86万0.00%267 2610.8% $2,785 加仓
VHT VANGUARD WORLD FD $3.05万0.00%102 75277.8% $2.24万 加仓
SCHD SCHWAB STRATEGIC TR $3.09万0.00%974 00.0% — 不变
UCON FIRST TR EXCHNG TRADED FD VI $3.09万0.00%1,242 1,242— $3.09万 新建仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $3.26万0.00%479 15045.6% $1.02万 加仓
VUG VANGUARD INDEX FDS $3.36万0.00%391 10.3% $86 加仓
PHO INVESCO EXCHANGE TRADED FD T $3.80万0.00%550 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $4.04万0.01%300 300— $4.04万 新建仓
BND VANGUARD BD INDEX FDS $4.15万0.01%565 00.0% — 不变
— HERON THERAPEUTICS INC $4.27万0.01%100,000 00.0% — 不变
VONE VANGUARD SCOTTSDALE FDS $4.50万0.01%133 108.1% $3,387 加仓
VT VANGUARD INTL EQUITY INDEX F $5.07万0.01%323 00.0% — 不变
IWS ISHARES TR $5.10万0.01%310 00.0% — 不变
CQQQ INVESCO EXCH TRADED FD TR II $5.14万0.01%901 607.1% $3,422 加仓
IWN ISHARES TR $5.15万0.01%233 00.0% — 不变
TIP ISHARES TR $5.36万0.01%490 00.0% — 不变
SCHY SCHWAB STRATEGIC TR $5.39万0.01%1,700 00.0% — 不变
IGV ISHARES TR $5.83万0.01%644 7513.2% $6,795 加仓
FXN FIRST TR EXCHANGE-TRADED FD $6.53万0.01%3,226 00.0% — 不变
XLY SELECT SECTOR SPDR TR $6.61万0.01%564 305.6% $3,518 加仓
XLU SELECT SECTOR SPDR TR $6.71万0.01%1,480 -3,030-67.2% -$13.74万 减仓
PSCT INVESCO EXCH TRADED FD TR II $6.79万0.01%735 00.0% — 不变
TLH ISHARES TR $7.88万0.01%785 00.0% — 不变
XLE SELECT SECTOR SPDR TR $8.06万0.01%1,518 181.2% $956 加仓
VEU VANGUARD INTL EQUITY INDEX F $9.25万0.01%1,105 00.0% — 不变
ICF ISHARES TR $9.47万0.01%1,400 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $9.51万0.01%438 00.0% — 不变
AGG ISHARES TR $9.63万0.01%973 -50-4.9% -$4,949 减仓
IYW ISHARES TR $10.09万0.01%400 00.0% — 不变
IJS ISHARES TR $10.50万0.01%768 -32-4.0% -$4,374 减仓
SDY SPDR SERIES TRUST $10.50万0.01%690 00.0% — 不变
QYLD GLOBAL X FDS $11.08万0.01%6,014 1753.0% $3,225 加仓
FV FIRST TR EXCHANGE TRADED FD $12.32万0.02%1,624 1,624— $12.32万 新建仓
IHI ISHARES TR $13.34万0.02%2,700 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $13.41万0.02%3,075 3,075— $13.41万 新建仓
VLUE ISHARES TR $13.49万0.02%675 -125-15.6% -$2.50万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $13.72万0.02%1,527 45041.8% $4.04万 加仓
USRT ISHARES TR $15.32万0.02%2,306 00.0% — 不变
IWP ISHARES TR $16.16万0.02%1,104 00.0% — 不变
— ISHARES TR $16.67万0.02%2,877 00.0% — 不变
XAR SPDR SERIES TRUST $16.74万0.02%590 15034.1% $4.26万 加仓
IVE ISHARES TR $17.17万0.02%756 00.0% — 不变
WEC WEC ENERGY GROUP INC $20.04万0.03%1,716 -86-4.8% -$1.00万 减仓
AEP AMERICAN ELEC PWR CO INC $20.30万0.03%1,484 -344-18.8% -$4.71万 重新持有
GLW CORNING INC $20.56万0.03%805 805— $20.56万 新建仓
AXP AMERICAN EXPRESS CO $20.73万0.03%613 111.8% $3,721 重新持有
CNQ CANADIAN NAT RES LTD MED TER $20.86万0.03%5,222 -1,679-24.3% -$6.71万 减仓
DMXF ISHARES TR $21.15万0.03%2,500 00.0% — 不变
GIS GENERAL MILLS INC $21.23万0.03%6,100 00.0% — 不变
AMT AMERICAN TOWER CORP $21.23万0.03%1,284 -30-2.3% -$4,961 减仓
TEL TE CONNECTIVITY PLC $21.41万0.03%1,062 383.7% $7,661 加仓
SCHB SCHWAB STRATEGIC TR $21.73万0.03%7,505 00.0% — 不变