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 |
|---|---|---|---|---|---|---|---|---|
| XSD | SPDR SERIES TRUST | $53.81万 | 0.08% | 1,650 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $54.24万 | 0.08% | 1,143 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $54.25万 | 0.08% | 3,399 | -610 | -15.2% | -$9.74万 | 减仓 |
| IWD | ISHARES TR | $54.98万 | 0.08% | 2,573 | -138 | -5.1% | -$2.95万 | 减仓 |
| ADI | ANALOG DEVICES INC | $54.98万 | 0.08% | 1,728 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $55.09万 | 0.08% | 3,303 | 3,303 | — | $55.09万 | 新建仓 |
| IEMG | ISHARES INC | $55.55万 | 0.08% | 7,964 | -125 | -1.5% | -$8,719 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $56.56万 | 0.08% | 6,018 | -342 | -5.4% | -$3.21万 | 减仓 |
| TLT | ISHARES TR | $57.15万 | 0.08% | 6,593 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $57.44万 | 0.08% | 11,443 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $59.01万 | 0.08% | 4,360 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $59.13万 | 0.08% | 1,730 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $59.90万 | 0.08% | 1,818 | -83 | -4.4% | -$2.73万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $60.91万 | 0.09% | 26,043 | 26,043 | — | $60.91万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $61.54万 | 0.09% | 10,147 | -1,210 | -10.7% | -$7.34万 | 减仓 |
| DGRW | WISDOMTREE TR | $61.93万 | 0.09% | 7,050 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $63.34万 | 0.09% | 1,472 | -72 | -4.7% | -$3.10万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $64.77万 | 0.09% | 3,212 | 3,212 | — | $64.77万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $67.54万 | 0.09% | 13,681 | 1,063 | 8.4% | $5.25万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $68.13万 | 0.10% | 22,005 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $68.49万 | 0.10% | 1,584 | -2,829 | -64.1% | -$122.32万 | 减仓 |
| IXUS | ISHARES TR | $68.51万 | 0.10% | 7,908 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $68.98万 | 0.10% | 2,702 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $69.02万 | 0.10% | 4,708 | -339 | -6.7% | -$4.97万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.26万 | 0.10% | 1,146 | -45 | -3.8% | -$2.72万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $71.91万 | 0.10% | 10,247 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $72.59万 | 0.10% | 8,309 | -460 | -5.2% | -$4.02万 | 减仓 |
| NFLX | NETFLIX INC. | $74.71万 | 0.10% | 7,770 | 40 | 0.5% | $3,846 | 加仓 |
| QQQ | INVESCO QQQ TR | $75.61万 | 0.11% | 1,310 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.38万 | 0.11% | 2,213 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $78.32万 | 0.11% | 3,158 | -81 | -2.5% | -$2.01万 | 减仓 |
| DGS | WISDOMTREE TR | $78.45万 | 0.11% | 13,054 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $79.33万 | 0.11% | 9,308 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $80.54万 | 0.11% | 3,214 | 3,214 | — | $80.54万 | 新建仓 |
| ITOT | ISHARES TR | $80.80万 | 0.11% | 5,673 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $80.98万 | 0.11% | 17,674 | 11,294 | 177.0% | $51.75万 | 加仓 |
| DIS | DISNEY WALT CO | $81.34万 | 0.11% | 8,439 | -70 | -0.8% | -$6,747 | 减仓 |
| NEE | NEXTERA ENERGY INC | $81.41万 | 0.11% | 8,765 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $81.73万 | 0.11% | 2,802 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $82.23万 | 0.11% | 6,107 | 4,112 | 206.1% | $55.37万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $83.04万 | 0.12% | 5,080 | 1,050 | 26.1% | $17.16万 | 加仓 |
| VGT | VANGUARD WORLD FD | $83.87万 | 0.12% | 1,202 | -105 | -8.0% | -$7.33万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $84.02万 | 0.12% | 27,546 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $85.02万 | 0.12% | 2,287 | -113 | -4.7% | -$4.20万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $85.58万 | 0.12% | 3,080 | 1,585 | 106.0% | $44.04万 | 加仓 |
| LOW | LOWES COS INC | $87.51万 | 0.12% | 3,704 | -117 | -3.1% | -$2.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.81万 | 0.12% | 3,664 | -1,537 | -29.6% | -$37.26万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $89.62万 | 0.13% | 36,212 | 24 | 0.1% | $594 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $90.24万 | 0.13% | 26,580 | 26,580 | — | $90.24万 | 新建仓 |
| BLK | BLACKROCK INC | $95.75万 | 0.13% | 996 | 179 | 21.9% | $17.21万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $98.84万 | 0.14% | 2,009 | 21 | 1.1% | $1.03万 | 加仓 |
| EOG | EOG RES INC | $103.05万 | 0.14% | 7,128 | -1,365 | -16.1% | -$19.73万 | 减仓 |
| ARKK | ARK ETF TR | $104.76万 | 0.15% | 15,500 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $104.82万 | 0.15% | 4,900 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $104.91万 | 0.15% | 12,727 | -512 | -3.9% | -$4.22万 | 减仓 |
| YUM | YUM BRANDS INC | $105.52万 | 0.15% | 6,787 | -483 | -6.6% | -$7.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $108.14万 | 0.15% | 16,876 | -1,000 | -5.6% | -$6.41万 | 减仓 |
| SMH | VANECK ETF TRUST | $109.27万 | 0.15% | 2,850 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $110.69万 | 0.15% | 4,226 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $111.39万 | 0.16% | 45,316 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $111.45万 | 0.16% | 224,248 | -3,046 | -1.3% | -$1.51万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $112.32万 | 0.16% | 37,200 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $117.43万 | 0.16% | 6,088 | 1,373 | 29.1% | $26.48万 | 加仓 |
| AMGN | AMGEN INC | $121.46万 | 0.17% | 3,452 | 376 | 12.2% | $13.23万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $121.51万 | 0.17% | 9,143 | -1,144 | -11.1% | -$15.20万 | 减仓 |
| GLDM | WORLD GOLD TR | $126.30万 | 0.18% | 13,626 | -10,000 | -42.3% | -$92.69万 | 减仓 |
| WFC | WELLS FARGO & CO | $128.66万 | 0.18% | 16,161 | -107 | -0.7% | -$8,518 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $129.50万 | 0.18% | 27,314 | 20,826 | 321.0% | $98.74万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $134.75万 | 0.19% | 16,477 | 9,436 | 134.0% | $77.17万 | 加仓 |
| AON | AON PLC | $136.92万 | 0.19% | 4,242 | -12,320 | -74.4% | -$397.67万 | 减仓 |
| — | ISHARES TR | $139.32万 | 0.19% | 32,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $139.85万 | 0.20% | 6,710 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $141.77万 | 0.20% | 31,248 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $143.93万 | 0.20% | 4,631 | -42 | -0.9% | -$1.31万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $145.62万 | 0.20% | 6,771 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $146.57万 | 0.20% | 1,471 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $146.97万 | 0.21% | 8,704 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $147.67万 | 0.21% | 1,118 | 450 | 67.4% | $59.44万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $149.45万 | 0.21% | 2,991 | 29 | 1.0% | $1.45万 | 加仓 |
| — | HONEYWELL INTL INC | $153.97万 | 0.22% | 6,812 | 456 | 7.2% | $10.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $154.01万 | 0.22% | 5,363 | -478 | -8.2% | -$13.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $160.09万 | 0.22% | 7,738 | -538 | -6.5% | -$11.13万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $162.97万 | 0.23% | 4,809 | 2,109 | 78.1% | $71.47万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $174.26万 | 0.24% | 10,653 | 975 | 10.1% | $15.95万 | 加仓 |
| — | ISHARES TR | $174.78万 | 0.24% | 45,361 | 7,000 | 18.2% | $26.97万 | 加仓 |
| XBI | SPDR SERIES TRUST | $181.71万 | 0.25% | 14,226 | -176 | -1.2% | -$2.25万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $187.31万 | 0.26% | 26,415 | -400 | -1.5% | -$2.84万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $188.93万 | 0.26% | 14,429 | -43 | -0.3% | -$5,630 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $189.47万 | 0.26% | 17,005 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $197.63万 | 0.28% | 46,175 | -656 | -1.4% | -$2.81万 | 减仓 |
| CSCO | CISCO SYS INC | $205.89万 | 0.29% | 26,535 | -3,133 | -10.6% | -$24.31万 | 减仓 |
| EFA | ISHARES TR | $206.65万 | 0.29% | 21,276 | -217 | -1.0% | -$2.11万 | 减仓 |
| MMM | 3M CO | $212.17万 | 0.30% | 14,609 | -235 | -1.6% | -$3.41万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $232.67万 | 0.33% | 2,599 | 3 | 0.1% | $2,686 | 加仓 |
| ORCL | ORACLE CORP | $232.90万 | 0.33% | 15,832 | 5 | 0.0% | $736 | 加仓 |
| UNP | UNION PAC CORP | $235.29万 | 0.33% | 9,698 | -91 | -0.9% | -$2.21万 | 减仓 |
| KO | COCA COLA CO | $239.05万 | 0.33% | 31,216 | 3,156 | 11.2% | $24.17万 | 加仓 |
| EMR | EMERSON ELEC CO | $245.02万 | 0.34% | 18,701 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $250.12万 | 0.35% | 7,605 | 412 | 5.7% | $13.55万 | 加仓 |