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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.75亿 | 24.40% | 687,932 | -1,580 | -0.2% | -$40.10万 | 减仓 |
| IAU | ISHARES GOLD TR | $5,836.41万 | 8.16% | 662,025 | -1,196 | -0.2% | -$10.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,621.18万 | 3.66% | 136,577 | 22,538 | 19.8% | $432.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,735.98万 | 2.43% | 26,620 | 1,357 | 5.4% | $88.49万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,406.80万 | 1.97% | 47,074 | -2,444 | -4.9% | -$73.04万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1,388.79万 | 1.94% | 202,951 | 1,284 | 0.6% | $8.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,268.12万 | 1.77% | 34,258 | 960 | 2.9% | $35.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,109.19万 | 1.55% | 23,147 | 4,762 | 25.9% | $228.19万 | 加仓 |
| — | BARON ETF TR | $1,067.12万 | 1.49% | 511,652 | -38,461 | -7.0% | -$80.22万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $974.56万 | 1.36% | 274,990 | -15,500 | -5.3% | -$54.93万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $957.96万 | 1.34% | 207,529 | 34,118 | 19.7% | $157.49万 | 加仓 |
| ABBV | ABBVIE INC | $810.88万 | 1.13% | 37,284 | 1,472 | 4.1% | $32.01万 | 加仓 |
| MRK | MERCK & CO INC | $732.18万 | 1.02% | 60,441 | 1,450 | 2.5% | $17.57万 | 加仓 |
| META | META PLATFORMS INC | $730.84万 | 1.02% | 12,774 | 1,225 | 10.6% | $70.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $717.49万 | 1.00% | 48,446 | 2,420 | 5.3% | $35.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $716.64万 | 1.00% | 8,471 | -645 | -7.1% | -$54.57万 | 减仓 |
| GOOGL | ALPHABET INC | $705.53万 | 0.99% | 24,535 | -488 | -2.0% | -$14.03万 | 减仓 |
| BAC | BANK AMERICA CORP | $689.94万 | 0.96% | 141,525 | 1,742 | 1.2% | $8.49万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $673.79万 | 0.94% | 264,127 | -18,493 | -6.5% | -$47.18万 | 减仓 |
| GOOG | ALPHABET INC | $665.22万 | 0.93% | 23,190 | -420 | -1.8% | -$12.05万 | 减仓 |
| BUG | GLOBAL X FDS | $605.76万 | 0.85% | 241,243 | 40,703 | 20.3% | $102.21万 | 加仓 |
| SHY | ISHARES TR | $601.30万 | 0.84% | 72,823 | 4,512 | 6.6% | $37.26万 | 加仓 |
| MUB | ISHARES TR | $592.82万 | 0.83% | 55,847 | 1,163 | 2.1% | $12.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $587.38万 | 0.82% | 33,678 | 397 | 1.2% | $6.92万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $577.44万 | 0.81% | 65,100 | 2,217 | 3.5% | $19.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $572.28万 | 0.80% | 9,577 | 95 | 1.0% | $5.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $539.52万 | 0.75% | 18,341 | 1,127 | 6.5% | $33.15万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $522.50万 | 0.73% | 21,327 | -18,260 | -46.1% | -$447.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $517.63万 | 0.72% | 21,176 | -178 | -0.8% | -$4.35万 | 减仓 |
| IJR | ISHARES TR | $508.79万 | 0.71% | 40,929 | 10,148 | 33.0% | $126.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $463.08万 | 0.65% | 14,435 | -3,639 | -20.1% | -$116.74万 | 减仓 |
| LLY | ELI LILLY & CO | $451.24万 | 0.63% | 4,906 | 971 | 24.7% | $89.31万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $449.16万 | 0.63% | 27,366 | -529 | -1.9% | -$8.68万 | 减仓 |
| — | EXXON MOBIL CORP | $441.96万 | 0.62% | 26,050 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $424.08万 | 0.59% | 5,986 | -25 | -0.4% | -$1.77万 | 减仓 |
| EFX | EQUIFAX INC | $422.84万 | 0.59% | 23,482 | 56 | 0.2% | $1.01万 | 加仓 |
| V | VISA INC | $418.65万 | 0.59% | 13,852 | -670 | -4.6% | -$20.25万 | 减仓 |
| PEP | PEPSICO INC | $403.88万 | 0.56% | 26,008 | -80 | -0.3% | -$1.24万 | 减仓 |
| AMZN | AMAZON COM INC | $400.21万 | 0.56% | 19,216 | 773 | 4.2% | $16.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $376.92万 | 0.53% | 26,095 | -25 | -0.1% | -$3,611 | 减仓 |
| ABT | ABBOTT LABORATORIES | $370.59万 | 0.52% | 36,095 | 1,476 | 4.3% | $15.15万 | 加仓 |
| IVV | ISHARES TR | $369.52万 | 0.52% | 5,657 | 118 | 2.1% | $7.71万 | 加仓 |
| SLV | ISHARES SILVER TR | $354.33万 | 0.50% | 52,000 | 26,000 | 100.0% | $177.16万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $342.47万 | 0.48% | 16,458 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $326.47万 | 0.46% | 48,344 | 12,400 | 34.5% | $83.74万 | 加仓 |
| AVGO | BROADCOM INC | $316.35万 | 0.44% | 10,221 | 1,453 | 16.6% | $44.97万 | 加仓 |
| IWF | ISHARES TR | $303.43万 | 0.42% | 7,116 | -705 | -9.0% | -$30.06万 | 减仓 |
| SO | SOUTHERN CO | $297.25万 | 0.42% | 30,797 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $293.42万 | 0.41% | 18,373 | -501 | -2.7% | -$8.00万 | 减仓 |
| IEFA | ISHARES TR | $293.03万 | 0.41% | 32,368 | 800 | 2.5% | $7.24万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $286.86万 | 0.40% | 63,380 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $280.25万 | 0.39% | 27,111 | 13,134 | 94.0% | $135.77万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $278.06万 | 0.39% | 13,572 | -1,047 | -7.2% | -$21.45万 | 减仓 |
| XVV | ISHARES TR | $276.62万 | 0.39% | 56,201 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $267.29万 | 0.37% | 24,363 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $259.29万 | 0.36% | 20,822 | -35 | -0.2% | -$4,358 | 减仓 |
| HD | HOME DEPOT INC | $250.12万 | 0.35% | 7,605 | 412 | 5.7% | $13.55万 | 加仓 |
| EMR | EMERSON ELEC CO | $245.02万 | 0.34% | 18,701 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $239.05万 | 0.33% | 31,216 | 3,156 | 11.2% | $24.17万 | 加仓 |
| UNP | UNION PAC CORP | $235.29万 | 0.33% | 9,698 | -91 | -0.9% | -$2.21万 | 减仓 |
| ORCL | ORACLE CORP | $232.90万 | 0.33% | 15,832 | 5 | 0.0% | $736 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $232.67万 | 0.33% | 2,599 | 3 | 0.1% | $2,686 | 加仓 |
| MMM | 3M CO | $212.17万 | 0.30% | 14,609 | -235 | -1.6% | -$3.41万 | 减仓 |
| EFA | ISHARES TR | $206.65万 | 0.29% | 21,276 | -217 | -1.0% | -$2.11万 | 减仓 |
| CSCO | CISCO SYS INC | $205.89万 | 0.29% | 26,535 | -3,133 | -10.6% | -$24.31万 | 减仓 |
| — | AMPLIFY ETF TR | $197.63万 | 0.28% | 46,175 | -656 | -1.4% | -$2.81万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $189.47万 | 0.26% | 17,005 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $188.93万 | 0.26% | 14,429 | -43 | -0.3% | -$5,630 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $187.31万 | 0.26% | 26,415 | -400 | -1.5% | -$2.84万 | 减仓 |
| XBI | SPDR SERIES TRUST | $181.71万 | 0.25% | 14,226 | -176 | -1.2% | -$2.25万 | 减仓 |
| — | ISHARES TR | $174.78万 | 0.24% | 45,361 | 7,000 | 18.2% | $26.97万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $174.26万 | 0.24% | 10,653 | 975 | 10.1% | $15.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $162.97万 | 0.23% | 4,809 | 2,109 | 78.1% | $71.47万 | 加仓 |
| CVX | CHEVRON CORPORATION | $160.09万 | 0.22% | 7,738 | -538 | -6.5% | -$11.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $154.01万 | 0.22% | 5,363 | -478 | -8.2% | -$13.73万 | 减仓 |
| — | HONEYWELL INTL INC | $153.97万 | 0.22% | 6,812 | 456 | 7.2% | $10.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $149.45万 | 0.21% | 2,991 | 29 | 1.0% | $1.45万 | 加仓 |
| ASML | ASML HLDG NV | $147.67万 | 0.21% | 1,118 | 450 | 67.4% | $59.44万 | 加仓 |
| IBB | ISHARES TR | $146.97万 | 0.21% | 8,704 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $146.57万 | 0.20% | 1,471 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $145.62万 | 0.20% | 6,771 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $143.93万 | 0.20% | 4,631 | -42 | -0.9% | -$1.31万 | 减仓 |
| XJH | ISHARES TR | $141.77万 | 0.20% | 31,248 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $139.85万 | 0.20% | 6,710 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $139.32万 | 0.19% | 32,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $136.92万 | 0.19% | 4,242 | -12,320 | -74.4% | -$397.67万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $134.75万 | 0.19% | 16,477 | 9,436 | 134.0% | $77.17万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $129.50万 | 0.18% | 27,314 | 20,826 | 321.0% | $98.74万 | 加仓 |
| WFC | WELLS FARGO & CO | $128.66万 | 0.18% | 16,161 | -107 | -0.7% | -$8,518 | 减仓 |
| GLDM | WORLD GOLD TR | $126.30万 | 0.18% | 13,626 | -10,000 | -42.3% | -$92.69万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $121.51万 | 0.17% | 9,143 | -1,144 | -11.1% | -$15.20万 | 减仓 |
| AMGN | AMGEN INC | $121.46万 | 0.17% | 3,452 | 376 | 12.2% | $13.23万 | 加仓 |
| RTX | RTX CORPORATION | $117.43万 | 0.16% | 6,088 | 1,373 | 29.1% | $26.48万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $112.32万 | 0.16% | 37,200 | 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 |
| MYFW | FIRST WESTN FINL INC | $111.39万 | 0.16% | 45,316 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $110.69万 | 0.15% | 4,226 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $109.27万 | 0.15% | 2,850 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $108.14万 | 0.15% | 16,876 | -1,000 | -5.6% | -$6.41万 | 减仓 |
| YUM | YUM BRANDS INC | $105.52万 | 0.15% | 6,787 | -483 | -6.6% | -$7.51万 | 减仓 |