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
SOLV SOLVENTUM CORP $21.99万0.03%2,850 00.0% — 重新持有
EWJ ISHARES INC $22.29万0.03%2,390 00.0% — 不变
FICO FAIR ISAAC CORP $22.34万0.03%187 -3-1.6% -$3,584 减仓
FERG FERGUSON ENTERPRISES INC $22.34万0.03%938 -16-1.7% -$3,811 减仓
APD AIR PRODUCTS AND CHEMICALS I $22.52万0.03%768 -17-2.2% -$4,984 减仓
VTV VANGUARD INDEX FDS $22.66万0.03%1,040 00.0% — 不变
BX BLACKSTONE INC $22.77万0.03%1,935 180.9% $2,118 加仓
WSO WATSCO INC $23.05万0.03%553 -29-5.0% -$1.21万 减仓
SSB SOUTHSTATE BK CORP $23.34万0.03%2,336 00.0% — 不变
SHW SHERWIN WILLIAMS CO $23.69万0.03%688 -14-2.0% -$4,820 减仓
PSX PHILLIPS 66 $23.71万0.03%1,403 -256-15.4% -$4.33万 减仓
JCI JOHNSON CONTROLS INTERNATION $24.12万0.03%1,646 00.0% — 不变
CVS CVS HEALTH CORP $24.27万0.03%2,346 2,346— $24.27万 新建仓
ED CONSOLIDATED EDISON INC $24.31万0.03%2,198 00.0% — 不变
NSC NORFOLK SOUTHN CORP $24.38万0.03%775 111.4% $3,461 加仓
AMD ADVANCED MICRO DEVICES INC $24.46万0.03%421 421— $24.46万 新建仓
DD DUPONT DE NEMOURS INC $25.39万0.03%1,872 -3,748-66.7% -$50.84万 减仓
TOWN TOWNEBANK PORTSMOUTH VA $25.56万0.03%7,000 00.0% — 不变
TXN TEXAS INSTRS INC $26.08万0.03%875 875— $26.08万 新建仓
— KRANESHARES TRUST $26.44万0.03%15,550 -2,293-12.9% -$3.90万 减仓
DGX QUEST DIAGNOSTICS INC $26.49万0.03%1,250 110.9% $2,331 加仓
C CITIGROUP INC $26.69万0.04%1,907 321.7% $4,479 加仓
FAST FASTENAL CO $26.86万0.04%5,592 4558.9% $2.19万 加仓
VCSH VANGUARD SCOTTSDALE FDS $27.39万0.04%3,465 -668-16.2% -$5.28万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $27.73万0.04%3,041 3,041— $27.73万 新建仓
BA BOEING CO $27.86万0.04%1,287 00.0% — 不变
CINF CINCINNATI FINL CORP $28.10万0.04%1,510 00.0% — 不变
YUMC YUM CHINA HLDGS INC $28.18万0.04%6,895 -83-1.2% -$3,392 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $28.33万0.04%7,756 7,756— $28.33万 新建仓
CMCSA COMCAST CORP NEW $28.53万0.04%11,620 2322.0% $5,696 加仓
CTVA CORTEVA INC $28.62万0.04%3,379 00.0% — 不变
QTUM ETF SER SOLUTIONS $28.69万0.04%1,735 -1,600-48.0% -$26.46万 减仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $29.40万0.04%9,791 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $29.44万0.04%8,148 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $29.44万0.04%3,197 48417.8% $4.46万 加仓
MO ALTRIA GROUP INC $29.48万0.04%4,039 782.0% $5,693 加仓
IVW ISHARES TR $29.71万0.04%2,160 2,160— $29.71万 新建仓
CSX CSX CORP $29.91万0.04%6,293 1792.9% $8,508 加仓
ENB ENBRIDGE INC $29.93万0.04%5,521 -231-4.0% -$1.25万 减仓
LIN LINDE PLC $30.15万0.04%581 61.0% $3,114 加仓
PANW PALO ALTO NETWORKS INC $30.96万0.04%908 908— $30.96万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $31.31万0.04%5,245 -24-0.5% -$1,433 减仓
IBIT ISHARES BITCOIN TRUST ETF $31.43万0.04%9,440 1892.0% $6,292 加仓
DIA STATE STR SPDR DOW JONES IND $31.43万0.04%600 00.0% — 不变
ITA ISHARES TR $31.49万0.04%1,299 00.0% — 不变
— GLOBAL X FDS $32.06万0.04%6,000 -6,000-50.0% -$32.06万 减仓
DHR DANAHER CORP DEL $32.41万0.04%1,698 -506-23.0% -$9.66万 减仓
ETR ENTERGY CORP NEW $32.62万0.04%2,840 -78-2.7% -$8,959 减仓
TDG TRANSDIGM GROUP INC $32.77万0.04%246 -3-1.2% -$3,996 减仓
ORI OLD REP INTL CORP $32.91万0.04%8,042 1511.9% $6,179 加仓
VLY VALLEY NATL BANCORP $33.99万0.04%23,029 00.0% — 不变
SPGI S&P GLOBAL INC $34.25万0.05%841 70.8% $2,851 加仓
FIS FIDELITY NATL INFORMATION SV $34.75万0.05%8,937 -193-2.1% -$7,504 减仓
AJG GALLAGHER ARTHUR J & CO $35.51万0.05%1,547 00.0% — 不变
— ACRES COMMERCIAL REALTY CORP $35.58万0.05%20,000 -400-2.0% -$7,116 减仓
BSV VANGUARD BD INDEX FDS $36.01万0.05%4,622 -86-1.8% -$6,700 减仓
COP CONOCOPHILLIPS $36.19万0.05%3,481 832.4% $8,629 加仓
CFG CITIZENS FINL GROUP INC $36.69万0.05%5,236 -249-4.5% -$1.74万 减仓
VXF VANGUARD INDEX FDS $36.73万0.05%1,492 00.0% — 不变
IWR ISHARES TR $36.92万0.05%3,347 00.0% — 不变
VOE VANGUARD INDEX FDS $37.52万0.05%1,899 00.0% — 不变
ETN EATON CORP PLC $38.31万0.05%899 202.3% $8,522 加仓
SCZ ISHARES TR $38.38万0.05%4,665 00.0% — 不变
WM WASTE MGMT INC DEL $38.75万0.05%1,739 392.3% $8,690 加仓
APH AMPHENOL CORP $39.66万0.05%2,246 823.8% $1.45万 加仓
KMB KIMBERLY-CLARK CORP $39.70万0.05%3,575 00.0% — 不变
DVY ISHARES TR $40.12万0.05%2,567 00.0% — 不变
IWC ISHARES TR $40.23万0.05%2,011 -1,388-40.8% -$27.77万 减仓
NOW SERVICENOW INC $40.29万0.05%4,058 4,058— $40.29万 新建仓
FITB FIFTH THIRD BANCORP $40.57万0.05%7,147 -2,381-25.0% -$13.52万 减仓
VDC VANGUARD WORLD FD $40.61万0.05%1,801 00.0% — 不变
PAYX PAYCHEX INC $41.06万0.05%4,175 -515-11.0% -$5.06万 减仓
TFC TRUIST FINL CORP $41.68万0.05%8,366 -1,000-10.7% -$4.98万 减仓
PFE PFIZER INC $41.69万0.05%17,312 -41-0.2% -$987 减仓
UNH UNITEDHEALTH GROUP INC $42.81万0.06%1,030 42470.0% $17.62万 重新持有
IWV ISHARES TR $42.85万0.06%1,005 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $45.05万0.06%910 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $45.13万0.06%6,025 00.0% — 不变
Q QNITY ELECTRONICS INC $45.22万0.06%2,769 -40-1.4% -$6,532 减仓
VZ VERIZON COMMUNICATIONS INC $47.33万0.06%11,178 -265-2.3% -$1.12万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $49.55万0.07%5,500 00.0% — 不变
SUB ISHARES TR $49.83万0.07%4,680 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $50.02万0.07%1,143 00.0% — 不变
PGR PROGRESSIVE CORP $51.40万0.07%2,353 22010.3% $4.81万 加仓
SCHW SCHWAB CHARLES CORP $51.90万0.07%5,625 -393-6.5% -$3.63万 减仓
GLD SPDR GOLD TR $53.93万0.07%1,464 -8-0.5% -$2,947 减仓
GE GE AEROSPACE $54.69万0.07%1,463 -28-1.9% -$1.05万 减仓
IJK ISHARES TR $54.92万0.07%4,674 00.0% — 不变
SYK STRYKER CORPORATION $56.07万0.07%1,776 -42-2.3% -$1.33万 减仓
NFLX NETFLIX INC. $56.11万0.07%7,859 891.1% $6,355 加仓
TLT ISHARES TR $56.98万0.07%6,593 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $58.47万0.08%10,147 00.0% — 不变
LMT LOCKHEED MARTIN CORP $58.69万0.08%1,152 60.5% $3,057 加仓
PM PHILIP MORRIS INTL INC $58.74万0.08%3,221 -82-2.5% -$1.50万 减仓
ICLN ISHARES TR $59.78万0.08%29,177 00.0% — 不变
XLF SELECT SECTOR SPDR TR $60.62万0.08%11,308 -2,373-17.3% -$12.72万 减仓
IWD ISHARES TR $62.38万0.08%2,573 00.0% — 不变
QCOM QUALCOMM INC $64.33万0.08%3,481 -207-5.6% -$3.83万 减仓
TKO TKO GROUP HOLDINGS INC $64.66万0.08%3,212 00.0% — 不变
GEV GE VERNOVA INC $64.88万0.09%552 122.2% $1.41万 加仓