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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $338.22万 | 0.44% | 24,979 | -1,029 | -4.0% | -$13.93万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $341.11万 | 0.45% | 13,854 | -2,604 | -15.8% | -$64.12万 | 减仓 |
| IWF | ISHARES TR | $353.44万 | 0.46% | 28,464 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $359.04万 | 0.47% | 46,562 | -1,782 | -3.7% | -$13.74万 | 减仓 |
| — | EXXON MOBIL CORP | $360.30万 | 0.47% | 26,353 | 303 | 1.2% | $4.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $368.14万 | 0.48% | 25,105 | -990 | -3.8% | -$14.52万 | 减仓 |
| EFX | EQUIFAX INC | $371.82万 | 0.49% | 23,426 | -56 | -0.2% | -$8,888 | 减仓 |
| AVGO | BROADCOM INC | $384.10万 | 0.50% | 10,168 | -53 | -0.5% | -$2.00万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $408.45万 | 0.54% | 63,325 | -55 | -0.1% | -$3,548 | 减仓 |
| IVV | ISHARES TR | $413.16万 | 0.54% | 5,517 | -140 | -2.5% | -$10.48万 | 减仓 |
| AMZN | AMAZON COM INC | $463.09万 | 0.61% | 19,430 | 214 | 1.1% | $5.10万 | 加仓 |
| V | VISA INC | $484.36万 | 0.64% | 14,118 | 266 | 1.9% | $9.13万 | 加仓 |
| MUB | ISHARES TR | $506.66万 | 0.67% | 47,079 | -8,768 | -15.7% | -$94.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $533.09万 | 0.70% | 20,990 | -186 | -0.9% | -$4.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $533.54万 | 0.70% | 14,418 | -17 | -0.1% | -$6,291 | 减仓 |
| CAT | CATERPILLAR INC | $543.95万 | 0.71% | 5,108 | -878 | -14.7% | -$93.50万 | 减仓 |
| SHY | ISHARES TR | $556.49万 | 0.73% | 67,774 | -5,049 | -6.9% | -$41.46万 | 减仓 |
| IJR | ISHARES TR | $560.98万 | 0.74% | 37,825 | -3,104 | -7.6% | -$46.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $574.74万 | 0.76% | 17,558 | -783 | -4.3% | -$25.63万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $578.57万 | 0.76% | 21,387 | 60 | 0.3% | $1.62万 | 加仓 |
| LLY | ELI LILLY & CO | $593.48万 | 0.78% | 4,948 | 42 | 0.9% | $5.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $631.12万 | 0.83% | 65,448 | 348 | 0.5% | $3.36万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $646.57万 | 0.85% | 251,828 | -12,299 | -4.7% | -$31.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $653.96万 | 0.86% | 9,522 | -55 | -0.6% | -$3.78万 | 减仓 |
| META | META PLATFORMS INC | $662.94万 | 0.87% | 11,769 | -1,005 | -7.9% | -$56.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $684.51万 | 0.90% | 34,210 | 532 | 1.6% | $10.64万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $742.13万 | 0.98% | 46,961 | -1,485 | -3.1% | -$23.47万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $759.50万 | 1.00% | 251,740 | -23,250 | -8.5% | -$70.15万 | 减仓 |
| BAC | BANK OF AMER CORP | $779.53万 | 1.02% | 136,809 | -4,716 | -3.3% | -$26.87万 | 减仓 |
| MRK | MERCK & CO INC | $781.86万 | 1.03% | 60,446 | 5 | 0.0% | $647 | 加仓 |
| BUG | GLOBAL X FDS | $804.69万 | 1.06% | 210,707 | -30,536 | -12.7% | -$116.62万 | 减仓 |
| GOOG | ALPHABET INC | $818.37万 | 1.08% | 23,162 | -28 | -0.1% | -$9,893 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $819.41万 | 1.08% | 8,102 | -369 | -4.4% | -$37.32万 | 减仓 |
| GOOGL | ALPHABET INC | $822.99万 | 1.08% | 23,029 | -1,506 | -6.1% | -$53.82万 | 减仓 |
| ABBV | ABBVIE INC | $933.07万 | 1.23% | 37,080 | -204 | -0.5% | -$5.13万 | 减仓 |
| — | BARON ETF TR | $1,030.84万 | 1.35% | 485,680 | -25,972 | -5.1% | -$55.12万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,035.07万 | 1.36% | 23,990 | -3,376 | -12.3% | -$145.66万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1,130.78万 | 1.49% | 200,992 | -6,537 | -3.1% | -$36.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,250.28万 | 1.64% | 33,518 | -740 | -2.2% | -$27.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,524.46万 | 2.00% | 30,465 | 7,318 | 31.6% | $366.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,616.18万 | 2.12% | 46,994 | -80 | -0.2% | -$2.75万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1,731.40万 | 2.28% | 202,125 | -826 | -0.4% | -$7.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,913.31万 | 2.51% | 25,556 | -1,064 | -4.0% | -$79.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,936.95万 | 3.86% | 138,034 | 1,457 | 1.1% | $31.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,875.02万 | 6.41% | 645,613 | -16,412 | -2.5% | -$123.93万 | 减仓 |
| AAPL | APPLE INC | $1.79亿 | 23.56% | 619,638 | -68,294 | -9.9% | -$1,976.15万 | 减仓 |