Biltmore Family Office, LLC
CHARLOTTE NC · SEC CIK 0001731123
$7.16亿2026Q1 申报市值
325持仓数
48.7%前十大占比 · 第一大 24.4%
23 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RSP 加仓+$432.55万
BRK/B 加仓+$228.19万
SLV 加仓+$177.16万
ROBT 加仓+$157.49万
XMHQ 加仓+$135.77万
2026Q1 卖出最多 按季末市值估算
FTAI 减仓-$447.36万
AON 减仓-$397.67万
INTU 减仓-$122.32万
VTI 减仓-$116.74万
GLDM 减仓-$92.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | $10.64万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $11.18万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $11.38万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $13.65万 | 0.02% | 2,306 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $13.76万 | 0.02% | 2,877 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $14.14万 | 0.02% | 1,104 | -96 | -8.0% | -$1.23万 | 减仓 |
| IHI | ISHARES TR | $14.40万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $15.96万 | 0.02% | 756 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $18.84万 | 0.03% | 7,505 | -16 | -0.2% | -$402 | 减仓 |
| DMXF | ISHARES TR | $18.86万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $20.18万 | 0.03% | 2,390 | -210 | -8.1% | -$1.77万 | 减仓 |
| FICO | FAIR ISAAC CORP | $20.28万 | 0.03% | 190 | 5 | 2.7% | $5,338 | 加仓 |
| VTV | VANGUARD INDEX FDS | $20.40万 | 0.03% | 1,040 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $20.70万 | 0.03% | 4,510 | 2,704 | 149.7% | $12.41万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $20.86万 | 0.03% | 1,802 | 1,802 | — | $20.86万 | 新建仓 |
| WSO | WATSCO INC | $21.17万 | 0.03% | 582 | 582 | — | $21.17万 | 新建仓 |
| C | CITIGROUP INC | $21.26万 | 0.03% | 1,875 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $21.40万 | 0.03% | 1,024 | -117 | -10.3% | -$2.45万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $21.61万 | 0.03% | 2,336 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.62万 | 0.03% | 1,646 | 1,646 | — | $21.62万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $21.69万 | 0.03% | 9,791 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $21.76万 | 0.03% | 3,742 | -70 | -1.8% | -$4,070 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $21.93万 | 0.03% | 764 | -338 | -30.7% | -$9.70万 | 减仓 |
| EMN | EASTMAN CHEM CO | $22.00万 | 0.03% | 2,851 | 2,851 | — | $22.00万 | 新建仓 |
| BX | BLACKSTONE INC | $22.04万 | 0.03% | 1,917 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $22.34万 | 0.03% | 954 | 954 | — | $22.34万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $22.50万 | 0.03% | 702 | 14 | 2.0% | $4,488 | 加仓 |
| AMT | AMERICAN TOWER CORP | $22.68万 | 0.03% | 1,314 | 1,314 | — | $22.68万 | 新建仓 |
| GIS | GENERAL MILLS INC | $22.70万 | 0.03% | 6,100 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $22.80万 | 0.03% | 785 | 0 | 0.0% | — | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $23.69万 | 0.03% | 8,148 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $23.76万 | 0.03% | 7,000 | 7,000 | — | $23.76万 | 新建仓 |
| FAST | FASTENAL CO | $23.84万 | 0.03% | 5,137 | 5,137 | — | $23.84万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $23.90万 | 0.03% | 1,510 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $24.28万 | 0.03% | 1,239 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $24.38万 | 0.03% | 1,003 | -200 | -16.6% | -$4.86万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $24.87万 | 0.03% | 2,198 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.04万 | 0.04% | 2,713 | 28 | 1.0% | $2,585 | 加仓 |
| CSX | CSX CORP | $25.10万 | 0.04% | 6,114 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $25.62万 | 0.04% | 1,287 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $25.74万 | 0.04% | 5,620 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $26.44万 | 0.04% | 17,843 | -200 | -1.1% | -$2,964 | 减仓 |
| MO | ALTRIA GROUP INC | $26.56万 | 0.04% | 3,961 | -126 | -3.1% | -$8,447 | 减仓 |
| APH | AMPHENOL CORP | $27.40万 | 0.04% | 2,164 | 14 | 0.7% | $1,772 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.85万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $28.29万 | 0.04% | 3,379 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $28.42万 | 0.04% | 1,299 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.48万 | 0.04% | 5,269 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $28.51万 | 0.04% | 575 | 575 | — | $28.51万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $28.53万 | 0.04% | 23,029 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $28.86万 | 0.04% | 249 | 10 | 4.2% | $1.16万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.02万 | 0.04% | 440 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $30.23万 | 0.04% | 1,659 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $30.71万 | 0.04% | 1,492 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $31.14万 | 0.04% | 5,752 | 5,752 | — | $31.14万 | 新建仓 |
| ETN | EATON CORP PLC | $31.44万 | 0.04% | 879 | -100 | -10.2% | -$3.58万 | 减仓 |
| ORI | OLD REP INTL CORP | $31.49万 | 0.04% | 7,891 | 7,891 | — | $31.49万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $32.41万 | 0.05% | 2,809 | -16 | -0.6% | -$1,846 | 减仓 |
| IWR | ISHARES TR | $32.54万 | 0.05% | 3,347 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $32.66万 | 0.05% | 910 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $32.69万 | 0.05% | 11,388 | -1,999 | -14.9% | -$5.74万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $32.76万 | 0.05% | 4,133 | 649 | 18.6% | $5.14万 | 加仓 |
| ETR | ENTERGY CORP NEW | $32.79万 | 0.05% | 2,918 | 2,918 | — | $32.79万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $32.89万 | 0.05% | 5,485 | 5,485 | — | $32.89万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $33.50万 | 0.05% | 1,547 | 27 | 1.8% | $5,848 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $33.94万 | 0.05% | 6,901 | 6,901 | — | $33.94万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $34.04万 | 0.05% | 6,978 | -133 | -1.9% | -$6,488 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $34.95万 | 0.05% | 3,575 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $34.99万 | 0.05% | 1,899 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $35.47万 | 0.05% | 834 | 8 | 1.0% | $3,403 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.54万 | 0.05% | 9,251 | 61 | 0.7% | $2,344 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $35.78万 | 0.05% | 3,335 | 3,335 | — | $35.78万 | 新建仓 |
| INTC | INTEL CORP | $36.53万 | 0.05% | 8,278 | -301 | -3.5% | -$1.33万 | 减仓 |
| SCZ | ISHARES TR | $36.58万 | 0.05% | 4,665 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $36.92万 | 0.05% | 4,708 | 492 | 11.7% | $3.86万 | 加仓 |
| IWV | ISHARES TR | $37.25万 | 0.05% | 1,005 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $38.87万 | 0.05% | 2,567 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $39.05万 | 0.05% | 1,700 | 0 | 0.0% | — | 不变 |
| — | ACRES COMMERCIAL REALTY CORP | $39.41万 | 0.06% | 20,400 | 100 | 0.5% | $1,932 | 加仓 |
| VDC | VANGUARD WORLD FD | $40.45万 | 0.06% | 1,801 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $41.35万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $41.88万 | 0.06% | 2,204 | -11 | -0.5% | -$2,090 | 减仓 |
| PGR | PROGRESSIVE CORP | $42.28万 | 0.06% | 2,133 | -101 | -4.5% | -$2.00万 | 减仓 |
| GE | GE AEROSPACE | $42.39万 | 0.06% | 1,491 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $42.83万 | 0.06% | 9,130 | 193 | 2.2% | $9,054 | 加仓 |
| TFC | TRUIST FINL CORP | $43.05万 | 0.06% | 9,366 | 1,000 | 12.0% | $4.60万 | 加仓 |
| PAYX | PAYCHEX INC | $43.20万 | 0.06% | 4,690 | 1,487 | 46.4% | $13.70万 | 加仓 |
| — | GLOBAL X FDS | $43.48万 | 0.06% | 12,000 | 6,000 | 100.0% | $21.74万 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $44.07万 | 0.06% | 6,025 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $44.65万 | 0.06% | 9,528 | 2,507 | 35.7% | $11.75万 | 加仓 |
| COP | CONOCOPHILLIPS | $44.85万 | 0.06% | 3,398 | -750 | -18.1% | -$9.90万 | 减仓 |
| KLAC | KLA CORP | $45.79万 | 0.06% | 311 | -53 | -14.6% | -$7.80万 | 减仓 |
| IJK | ISHARES TR | $47.03万 | 0.07% | 4,674 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $47.16万 | 0.07% | 540 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $47.49万 | 0.07% | 3,688 | -40 | -1.1% | -$5,151 | 减仓 |
| PFE | PFIZER INC | $48.73万 | 0.07% | 17,353 | -480 | -2.7% | -$1.35万 | 减仓 |
| SUB | ISHARES TR | $49.84万 | 0.07% | 4,680 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $51.18万 | 0.07% | 3,110 | 1,450 | 87.3% | $23.86万 | 加仓 |
| TLN | TALEN ENERGY CORP | $53.31万 | 0.07% | 1,670 | 1,670 | — | $53.31万 | 新建仓 |
| ICLN | ISHARES TR | $53.36万 | 0.07% | 29,177 | 0 | 0.0% | — | 不变 |