Biltmore Family Office, LLC
CHARLOTTE NC · SEC CIK 0001731123
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $65.27万 | 0.09% | 7,879 | -85 | -1.1% | -$7,041 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $65.36万 | 0.09% | 2,249 | 36 | 1.6% | $1.05万 | 加仓 |
| MS | MORGAN STANLEY | $65.39万 | 0.09% | 3,128 | 18 | 0.6% | $3,763 | 加仓 |
| MDT | MEDTRONIC PLC | $65.92万 | 0.09% | 8,349 | 40 | 0.5% | $3,158 | 加仓 |
| TLN | TALEN ENERGY CORP | $66.75万 | 0.09% | 1,737 | 67 | 4.0% | $2.57万 | 加仓 |
| DGRW | WISDOMTREE TR | $67.41万 | 0.09% | 7,050 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $69.71万 | 0.09% | 1,755 | 27 | 1.6% | $1.07万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $70.02万 | 0.09% | 5,077 | -3 | -0.1% | -$414 | 减仓 |
| KLAC | KLA CORP | $70.42万 | 0.09% | 2,334 | -776 | -25.0% | -$23.41万 | 减仓 |
| DGS | WISDOMTREE TR | $71.59万 | 0.09% | 11,063 | -1,991 | -15.3% | -$12.88万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $75.47万 | 0.10% | 7,908 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $75.74万 | 0.10% | 3,426 | 3,426 | — | $75.74万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $75.86万 | 0.10% | 4,781 | 73 | 1.6% | $1.16万 | 加仓 |
| HON | HONEYWELL INTL INC | $76.95万 | 0.10% | 3,437 | -3,375 | -49.5% | -$75.57万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $77.04万 | 0.10% | 4,360 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $77.09万 | 0.10% | 7,947 | -492 | -5.8% | -$4.77万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $79.11万 | 0.10% | 9,013 | 248 | 2.8% | $2.18万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $81.13万 | 0.11% | 22,005 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $82.38万 | 0.11% | 3,736 | 32 | 0.9% | $7,056 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $85.34万 | 0.11% | 9,308 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $90.07万 | 0.12% | 11,884 | 1,637 | 16.0% | $12.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $90.53万 | 0.12% | 1,804 | -205 | -10.2% | -$10.29万 | 减仓 |
| EOG | EOG RES INC | $91.90万 | 0.12% | 7,084 | -44 | -0.6% | -$5,708 | 减仓 |
| ITOT | ISHARES TR | $93.19万 | 0.12% | 5,673 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $94.02万 | 0.12% | 2,848 | 46 | 1.6% | $1.52万 | 加仓 |
| IWM | ISHARES TR | $94.88万 | 0.12% | 3,158 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $95.89万 | 0.13% | 27,546 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $96.02万 | 0.13% | 29,773 | 3,730 | 14.3% | $12.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $96.58万 | 0.13% | 1,310 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $96.79万 | 0.13% | 1,007 | 11 | 1.1% | $1.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $99.44万 | 0.13% | 3,536 | -128 | -3.5% | -$3.60万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $100.24万 | 0.13% | 36,188 | -24 | -0.1% | -$665 | 减仓 |
| XSD | SPDR SERIES TRUST | $102.91万 | 0.14% | 1,650 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $104.00万 | 0.14% | 5,482 | -606 | -10.0% | -$11.50万 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC | $104.05万 | 0.14% | 224,248 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $105.38万 | 0.14% | 34,314 | 7,734 | 29.1% | $23.75万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $105.55万 | 0.14% | 2,702 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $107.38万 | 0.14% | 6,186 | 79 | 1.3% | $1.37万 | 加仓 |
| GLDM | WORLD GOLD TR | $108.22万 | 0.14% | 13,626 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $108.38万 | 0.14% | 3,237 | 23 | 0.7% | $7,701 | 加仓 |
| YUM | YUM BRANDS INC | $108.50万 | 0.14% | 6,787 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $112.68万 | 0.15% | 12,727 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.01万 | 0.15% | 16,001 | -875 | -5.2% | -$6.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.02万 | 0.15% | 1,577 | -153 | -8.8% | -$11.06万 | 减仓 |
| INTC | INTEL CORP | $115.61万 | 0.15% | 8,280 | 2 | 0.0% | $279 | 加仓 |
| VGT | VANGUARD WORLD FD | $116.30万 | 0.15% | 9,731 | 115 | 1.2% | $1.37万 | 加仓 |
| TSLA | TESLA INC | $117.85万 | 0.15% | 2,802 | 515 | 22.5% | $21.66万 | 加仓 |
| AMGN | AMGEN INC | $118.20万 | 0.16% | 3,264 | -188 | -5.4% | -$6.81万 | 减仓 |
| MCD | MCDONALDS CORP | $121.04万 | 0.16% | 4,478 | -153 | -3.3% | -$4.14万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $123.47万 | 0.16% | 37,200 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $123.74万 | 0.16% | 3,297 | 217 | 7.0% | $8.14万 | 加仓 |
| ARKK | ARK ETF TR | $125.27万 | 0.16% | 15,500 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $126.43万 | 0.17% | 14,155 | 14,155 | — | $126.43万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $128.10万 | 0.17% | 4,226 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $131.09万 | 0.17% | 7,909 | 171 | 2.2% | $2.83万 | 加仓 |
| WFC | WELLS FARGO & CO | $132.84万 | 0.17% | 16,075 | -86 | -0.5% | -$7,107 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $137.89万 | 0.18% | 1,474 | 3 | 0.2% | $2,806 | 加仓 |
| SLV | ISHARES SILVER TR | $139.02万 | 0.18% | 26,000 | -26,000 | -50.0% | -$139.02万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $144.65万 | 0.19% | 27,604 | 290 | 1.1% | $1.52万 | 加仓 |
| MYFW | FIRST WESTN FINL INC | $145.51万 | 0.19% | 45,316 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $146.71万 | 0.19% | 4,423 | 181 | 4.3% | $6.00万 | 加仓 |
| — | ISHARES TR | $149.97万 | 0.20% | 39,361 | -6,000 | -13.2% | -$22.86万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $154.49万 | 0.20% | 18,944 | 1,270 | 7.2% | $10.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $155.67万 | 0.20% | 3,031 | 40 | 1.3% | $2.05万 | 加仓 |
| SMH | VANECK ETF TRUST | $157.41万 | 0.21% | 2,400 | -450 | -15.8% | -$29.52万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $160.22万 | 0.21% | 6,771 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $160.38万 | 0.21% | 6,710 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $162.96万 | 0.21% | 31,248 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $165.54万 | 0.22% | 8,704 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $168.79万 | 0.22% | 32,000 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $173.81万 | 0.23% | 21,572 | 120 | 0.6% | $9,668 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $176.24万 | 0.23% | 9,250 | 107 | 1.2% | $2.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $182.64万 | 0.24% | 14,429 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $197.34万 | 0.26% | 12,470 | -1,756 | -12.3% | -$27.79万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $202.36万 | 0.27% | 17,104 | 99 | 0.6% | $1.17万 | 加仓 |
| — | AMPLIFY ETF TR | $202.86万 | 0.27% | 44,004 | -2,171 | -4.7% | -$10.01万 | 减仓 |
| ORCL | ORACLE CORP | $206.80万 | 0.27% | 14,111 | -1,721 | -10.9% | -$25.22万 | 减仓 |
| WMT | WALMART INC | $208.48万 | 0.27% | 18,407 | -2,415 | -11.6% | -$27.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $212.03万 | 0.28% | 4,890 | -10 | -0.2% | -$4,336 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $212.35万 | 0.28% | 25,915 | -500 | -1.9% | -$4.10万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $217.93万 | 0.29% | 2,228 | -371 | -14.3% | -$36.29万 | 减仓 |
| EFA | ISHARES TR | $220.96万 | 0.29% | 21,271 | -5 | -0.0% | -$519 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $223.49万 | 0.29% | 11,655 | 1,002 | 9.4% | $19.21万 | 加仓 |
| ASML | ASML HLDG NV | $229.78万 | 0.30% | 1,155 | 37 | 3.3% | $7.36万 | 加仓 |
| MMM | 3M CO | $233.64万 | 0.31% | 14,430 | -179 | -1.2% | -$2.90万 | 减仓 |
| KO | COCA COLA CO | $250.94万 | 0.33% | 30,677 | -539 | -1.7% | -$4.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $251.68万 | 0.33% | 5,260 | 451 | 9.4% | $21.58万 | 加仓 |
| UNP | UNION PAC CORP | $264.74万 | 0.35% | 9,733 | 35 | 0.4% | $9,520 | 加仓 |
| EMR | EMERSON ELEC CO | $265.82万 | 0.35% | 18,569 | -132 | -0.7% | -$1.89万 | 减仓 |
| TJX | TJX COS INC NEW | $267.73万 | 0.35% | 17,672 | -701 | -3.8% | -$10.62万 | 减仓 |
| HD | HOME DEPOT INC | $273.08万 | 0.36% | 7,743 | 138 | 1.8% | $4.87万 | 加仓 |
| SO | SOUTHERN CO | $282.56万 | 0.37% | 29,522 | -1,275 | -4.1% | -$12.20万 | 减仓 |
| AFL | AFLAC INC | $285.66万 | 0.38% | 24,363 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $288.04万 | 0.38% | 24,522 | -2,013 | -7.6% | -$23.64万 | 减仓 |
| IEFA | ISHARES TR | $288.59万 | 0.38% | 29,881 | -2,487 | -7.7% | -$24.02万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $290.93万 | 0.38% | 25,773 | -1,338 | -4.9% | -$15.10万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $306.50万 | 0.40% | 13,583 | 11 | 0.1% | $2,482 | 加仓 |
| XVV | ISHARES TR | $319.17万 | 0.42% | 56,201 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $322.17万 | 0.42% | 35,505 | -590 | -1.6% | -$5.35万 | 减仓 |