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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $104.91万 | 0.15% | 12,727 | -512 | -3.9% | -$4.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $104.82万 | 0.15% | 4,900 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $104.76万 | 0.15% | 15,500 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $103.05万 | 0.14% | 7,128 | -1,365 | -16.1% | -$19.73万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $98.84万 | 0.14% | 2,009 | 21 | 1.1% | $1.03万 | 加仓 |
| BLK | BLACKROCK INC | $95.75万 | 0.13% | 996 | 179 | 21.9% | $17.21万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $90.24万 | 0.13% | 26,580 | 26,580 | — | $90.24万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $89.62万 | 0.13% | 36,212 | 24 | 0.1% | $594 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.81万 | 0.12% | 3,664 | -1,537 | -29.6% | -$37.26万 | 减仓 |
| LOW | LOWES COS INC | $87.51万 | 0.12% | 3,704 | -117 | -3.1% | -$2.76万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $85.58万 | 0.12% | 3,080 | 1,585 | 106.0% | $44.04万 | 加仓 |
| TSLA | TESLA INC | $85.02万 | 0.12% | 2,287 | -113 | -4.7% | -$4.20万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $84.02万 | 0.12% | 27,546 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $83.87万 | 0.12% | 1,202 | -105 | -8.0% | -$7.33万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $83.04万 | 0.12% | 5,080 | 1,050 | 26.1% | $17.16万 | 加仓 |
| RDDT | REDDIT INC | $82.23万 | 0.11% | 6,107 | 4,112 | 206.1% | $55.37万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $81.73万 | 0.11% | 2,802 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $81.41万 | 0.11% | 8,765 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $81.34万 | 0.11% | 8,439 | -70 | -0.8% | -$6,747 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $80.98万 | 0.11% | 17,674 | 11,294 | 177.0% | $51.75万 | 加仓 |
| ITOT | ISHARES TR | $80.80万 | 0.11% | 5,673 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $80.54万 | 0.11% | 3,214 | 3,214 | — | $80.54万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $79.33万 | 0.11% | 9,308 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $78.45万 | 0.11% | 13,054 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $78.32万 | 0.11% | 3,158 | -81 | -2.5% | -$2.01万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.38万 | 0.11% | 2,213 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $75.61万 | 0.11% | 1,310 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $74.71万 | 0.10% | 7,770 | 40 | 0.5% | $3,846 | 加仓 |
| MDT | MEDTRONIC PLC | $72.59万 | 0.10% | 8,309 | -460 | -5.2% | -$4.02万 | 减仓 |
| DGRO | ISHARES TR | $71.91万 | 0.10% | 10,247 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $69.26万 | 0.10% | 1,146 | -45 | -3.8% | -$2.72万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $69.02万 | 0.10% | 4,708 | -339 | -6.7% | -$4.97万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $68.98万 | 0.10% | 2,702 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $68.51万 | 0.10% | 7,908 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $68.49万 | 0.10% | 1,584 | -2,829 | -64.1% | -$122.32万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $68.13万 | 0.10% | 22,005 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $67.54万 | 0.09% | 13,681 | 1,063 | 8.4% | $5.25万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $64.77万 | 0.09% | 3,212 | 3,212 | — | $64.77万 | 新建仓 |
| GLD | SPDR GOLD TR | $63.34万 | 0.09% | 1,472 | -72 | -4.7% | -$3.10万 | 减仓 |
| DGRW | WISDOMTREE TR | $61.93万 | 0.09% | 7,050 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $61.54万 | 0.09% | 10,147 | -1,210 | -10.7% | -$7.34万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $60.91万 | 0.09% | 26,043 | 26,043 | — | $60.91万 | 新建仓 |
| SYK | STRYKER CORPORATION | $59.90万 | 0.08% | 1,818 | -83 | -4.4% | -$2.73万 | 减仓 |
| AMAT | APPLIED MATLS INC | $59.13万 | 0.08% | 1,730 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $59.01万 | 0.08% | 4,360 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $57.44万 | 0.08% | 11,443 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $57.15万 | 0.08% | 6,593 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $56.56万 | 0.08% | 6,018 | -342 | -5.4% | -$3.21万 | 减仓 |
| IEMG | ISHARES INC | $55.55万 | 0.08% | 7,964 | -125 | -1.5% | -$8,719 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $55.09万 | 0.08% | 3,303 | 3,303 | — | $55.09万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $54.98万 | 0.08% | 1,728 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $54.98万 | 0.08% | 2,573 | -138 | -5.1% | -$2.95万 | 减仓 |
| IWC | ISHARES TR | $54.25万 | 0.08% | 3,399 | -610 | -15.2% | -$9.74万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $54.24万 | 0.08% | 1,143 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $53.81万 | 0.08% | 1,650 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $53.36万 | 0.07% | 29,177 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $53.31万 | 0.07% | 1,670 | 1,670 | — | $53.31万 | 新建仓 |
| MS | MORGAN STANLEY | $51.18万 | 0.07% | 3,110 | 1,450 | 87.3% | $23.86万 | 加仓 |
| SUB | ISHARES TR | $49.84万 | 0.07% | 4,680 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $48.73万 | 0.07% | 17,353 | -480 | -2.7% | -$1.35万 | 减仓 |
| QCOM | QUALCOMM INC | $47.49万 | 0.07% | 3,688 | -40 | -1.1% | -$5,151 | 减仓 |
| GEV | GE VERNOVA INC | $47.16万 | 0.07% | 540 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $47.03万 | 0.07% | 4,674 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $45.79万 | 0.06% | 311 | -53 | -14.6% | -$7.80万 | 减仓 |
| COP | CONOCOPHILLIPS | $44.85万 | 0.06% | 3,398 | -750 | -18.1% | -$9.90万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $44.65万 | 0.06% | 9,528 | 2,507 | 35.7% | $11.75万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $44.07万 | 0.06% | 6,025 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $43.48万 | 0.06% | 12,000 | 6,000 | 100.0% | $21.74万 | 重新持有 |
| PAYX | PAYCHEX INC | $43.20万 | 0.06% | 4,690 | 1,487 | 46.4% | $13.70万 | 加仓 |
| TFC | TRUIST FINL CORP | $43.05万 | 0.06% | 9,366 | 1,000 | 12.0% | $4.60万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $42.83万 | 0.06% | 9,130 | 193 | 2.2% | $9,054 | 加仓 |
| GE | GE AEROSPACE | $42.39万 | 0.06% | 1,491 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $42.28万 | 0.06% | 2,133 | -101 | -4.5% | -$2.00万 | 减仓 |
| DHR | DANAHER CORP DEL | $41.88万 | 0.06% | 2,204 | -11 | -0.5% | -$2,090 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $41.35万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $40.45万 | 0.06% | 1,801 | 0 | 0.0% | — | 不变 |
| — | ACRES COMMERCIAL REALTY CORP | $39.41万 | 0.06% | 20,400 | 100 | 0.5% | $1,932 | 加仓 |
| WM | WASTE MGMT INC DEL | $39.05万 | 0.05% | 1,700 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $38.87万 | 0.05% | 2,567 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $37.25万 | 0.05% | 1,005 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $36.92万 | 0.05% | 4,708 | 492 | 11.7% | $3.86万 | 加仓 |
| SCZ | ISHARES TR | $36.58万 | 0.05% | 4,665 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.53万 | 0.05% | 8,278 | -301 | -3.5% | -$1.33万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $35.78万 | 0.05% | 3,335 | 3,335 | — | $35.78万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.54万 | 0.05% | 9,251 | 61 | 0.7% | $2,344 | 加仓 |
| SPGI | S&P GLOBAL INC | $35.47万 | 0.05% | 834 | 8 | 1.0% | $3,403 | 加仓 |
| VOE | VANGUARD INDEX FDS | $34.99万 | 0.05% | 1,899 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $34.95万 | 0.05% | 3,575 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $34.04万 | 0.05% | 6,978 | -133 | -1.9% | -$6,488 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $33.94万 | 0.05% | 6,901 | 6,901 | — | $33.94万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $33.50万 | 0.05% | 1,547 | 27 | 1.8% | $5,848 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $32.89万 | 0.05% | 5,485 | 5,485 | — | $32.89万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $32.79万 | 0.05% | 2,918 | 2,918 | — | $32.79万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $32.76万 | 0.05% | 4,133 | 649 | 18.6% | $5.14万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $32.69万 | 0.05% | 11,388 | -1,999 | -14.9% | -$5.74万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $32.66万 | 0.05% | 910 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $32.54万 | 0.05% | 3,347 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $32.41万 | 0.05% | 2,809 | -16 | -0.6% | -$1,846 | 减仓 |
| ORI | OLD REP INTL CORP | $31.49万 | 0.04% | 7,891 | 7,891 | — | $31.49万 | 新建仓 |