13F 机构持仓

Biltmore Family Office, LLC

CHARLOTTE NC · SEC CIK 0001731123

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 23.6%
IAU 6.4%
RSP 3.9%
SPY 2.5%
ROBO 2.3%
VV 2.1%
BRK/B 2.0%
MSFT 1.6%
ROBT 1.5%
DELL 1.4%

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
INTC INTEL CORP $115.61万0.15%8,280 20.0% $279 加仓
AMAT APPLIED MATLS INC $114.02万0.15%1,577 -153-8.8% -$11.06万 减仓
VEA VANGUARD TAX-MANAGED FDS $114.01万0.15%16,001 -875-5.2% -$6.23万 减仓
VGK VANGUARD INTL EQUITY INDEX F $112.68万0.15%12,727 00.0% — 不变
YUM YUM BRANDS INC $108.50万0.14%6,787 00.0% — 不变
VRT VERTIV HOLDINGS CO $108.38万0.14%3,237 230.7% $7,701 加仓
GLDM WORLD GOLD TR $108.22万0.14%13,626 00.0% — 不变
RDDT REDDIT INC $107.38万0.14%6,186 791.3% $1.37万 加仓
XNTK SPDR SERIES TRUST $105.55万0.14%2,702 00.0% — 不变
FIGR FIGURE TECHNOLOGY SOLUTIO $105.38万0.14%34,314 7,73429.1% $23.75万 加仓
FIP FTAI INFRASTRUCTURE INC $104.05万0.14%224,248 00.0% — 不变
RTX RTX CORPORATION $104.00万0.14%5,482 -606-10.0% -$11.50万 减仓
XSD SPDR SERIES TRUST $102.91万0.14%1,650 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $100.24万0.13%36,188 -24-0.1% -$665 减仓
IBM INTERNATIONAL BUSINESS MACHS $99.44万0.13%3,536 -128-3.5% -$3.60万 减仓
BLK BLACKROCK INC $96.79万0.13%1,007 111.1% $1.06万 加仓
QQQ INVESCO QQQ TR $96.58万0.13%1,310 00.0% — 不变
VOYG VOYAGER TECHNOLOGIES INC $96.02万0.13%29,773 3,73014.3% $12.03万 加仓
SCHV SCHWAB STRATEGIC TR $95.89万0.13%27,546 00.0% — 不变
IWM ISHARES TR $94.88万0.12%3,158 00.0% — 不变
TRV TRAVELERS COMPANIES INC $94.02万0.12%2,848 461.6% $1.52万 加仓
ITOT ISHARES TR $93.19万0.12%5,673 00.0% — 不变
EOG EOG RES INC $91.90万0.12%7,084 -44-0.6% -$5,708 减仓
TMO THERMO FISHER SCIENTIFIC INC $90.53万0.12%1,804 -205-10.2% -$10.29万 减仓
DGRO ISHARES TR $90.07万0.12%11,884 1,63716.0% $12.41万 加仓
CL COLGATE PALMOLIVE CO $85.34万0.11%9,308 00.0% — 不变
LOW LOWES COS INC $82.38万0.11%3,736 320.9% $7,056 加仓
SCHM SCHWAB STRATEGIC TR $81.13万0.11%22,005 00.0% — 不变
NEE NEXTERA ENERGY INC $79.11万0.10%9,013 2482.8% $2.18万 加仓
DIS DISNEY WALT CO $77.09万0.10%7,947 -492-5.8% -$4.77万 减仓
BMO BANK MONTREAL MEDIUM $77.04万0.10%4,360 00.0% — 不变
HON HONEYWELL INTL INC $76.95万0.10%3,437 -3,375-49.5% -$75.57万 减仓
XLV SELECT SECTOR SPDR TR $75.86万0.10%4,781 731.6% $1.16万 加仓
HONA HONEYWELL AEROSPACE INC $75.74万0.10%3,426 3,426— $75.74万 新建仓
IXUS ISHARES TR $75.47万0.10%7,908 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.10%1 00.0% — 不变
DGS WISDOMTREE TR $71.59万0.09%11,063 -1,991-15.3% -$12.88万 减仓
KLAC KLA CORP $70.42万0.09%2,334 -776-25.0% -$23.41万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $70.02万0.09%5,077 -3-0.1% -$414 减仓
ADI ANALOG DEVICES INC $69.71万0.09%1,755 271.6% $1.07万 加仓
DGRW WISDOMTREE TR $67.41万0.09%7,050 00.0% — 不变
TLN TALEN ENERGY CORP $66.75万0.09%1,737 674.0% $2.57万 加仓
MDT MEDTRONIC PLC $65.92万0.09%8,349 400.5% $3,158 加仓
MS MORGAN STANLEY $65.39万0.09%3,128 180.6% $3,763 加仓
LHX L3HARRIS TECHNOLOGIES INC $65.36万0.09%2,249 361.6% $1.05万 加仓
IEMG ISHARES INC $65.27万0.09%7,879 -85-1.1% -$7,041 减仓
GEV GE VERNOVA INC $64.88万0.09%552 122.2% $1.41万 加仓
TKO TKO GROUP HOLDINGS INC $64.66万0.08%3,212 00.0% — 不变
QCOM QUALCOMM INC $64.33万0.08%3,481 -207-5.6% -$3.83万 减仓
IWD ISHARES TR $62.38万0.08%2,573 00.0% — 不变
XLF SELECT SECTOR SPDR TR $60.62万0.08%11,308 -2,373-17.3% -$12.72万 减仓
ICLN ISHARES TR $59.78万0.08%29,177 00.0% — 不变
PM PHILIP MORRIS INTL INC $58.74万0.08%3,221 -82-2.5% -$1.50万 减仓
LMT LOCKHEED MARTIN CORP $58.69万0.08%1,152 60.5% $3,057 加仓
BMY BRISTOL-MYERS SQUIBB CO $58.47万0.08%10,147 00.0% — 不变
TLT ISHARES TR $56.98万0.07%6,593 00.0% — 不变
NFLX NETFLIX INC. $56.11万0.07%7,859 891.1% $6,355 加仓
SYK STRYKER CORPORATION $56.07万0.07%1,776 -42-2.3% -$1.33万 减仓
IJK ISHARES TR $54.92万0.07%4,674 00.0% — 不变
GE GE AEROSPACE $54.69万0.07%1,463 -28-1.9% -$1.05万 减仓
GLD SPDR GOLD TR $53.93万0.07%1,464 -8-0.5% -$2,947 减仓
SCHW SCHWAB CHARLES CORP $51.90万0.07%5,625 -393-6.5% -$3.63万 减仓
PGR PROGRESSIVE CORP $51.40万0.07%2,353 22010.3% $4.81万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $50.02万0.07%1,143 00.0% — 不变
SUB ISHARES TR $49.83万0.07%4,680 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $49.55万0.07%5,500 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $47.33万0.06%11,178 -265-2.3% -$1.12万 减仓
Q QNITY ELECTRONICS INC $45.22万0.06%2,769 -40-1.4% -$6,532 减仓
SPLV INVESCO EXCH TRADED FD TR II $45.13万0.06%6,025 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $45.05万0.06%910 00.0% — 不变
IWV ISHARES TR $42.85万0.06%1,005 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $42.81万0.06%1,030 42470.0% $17.62万 重新持有
PFE PFIZER INC $41.69万0.05%17,312 -41-0.2% -$987 减仓
TFC TRUIST FINL CORP $41.68万0.05%8,366 -1,000-10.7% -$4.98万 减仓
PAYX PAYCHEX INC $41.06万0.05%4,175 -515-11.0% -$5.06万 减仓
VDC VANGUARD WORLD FD $40.61万0.05%1,801 00.0% — 不变
FITB FIFTH THIRD BANCORP $40.57万0.05%7,147 -2,381-25.0% -$13.52万 减仓
NOW SERVICENOW INC $40.29万0.05%4,058 4,058— $40.29万 新建仓
IWC ISHARES TR $40.23万0.05%2,011 -1,388-40.8% -$27.77万 减仓
DVY ISHARES TR $40.12万0.05%2,567 00.0% — 不变
KMB KIMBERLY-CLARK CORP $39.70万0.05%3,575 00.0% — 不变
APH AMPHENOL CORP $39.66万0.05%2,246 823.8% $1.45万 加仓
WM WASTE MGMT INC DEL $38.75万0.05%1,739 392.3% $8,690 加仓
SCZ ISHARES TR $38.38万0.05%4,665 00.0% — 不变
ETN EATON CORP PLC $38.31万0.05%899 202.3% $8,522 加仓
VOE VANGUARD INDEX FDS $37.52万0.05%1,899 00.0% — 不变
IWR ISHARES TR $36.92万0.05%3,347 00.0% — 不变
VXF VANGUARD INDEX FDS $36.73万0.05%1,492 00.0% — 不变
CFG CITIZENS FINL GROUP INC $36.69万0.05%5,236 -249-4.5% -$1.74万 减仓
COP CONOCOPHILLIPS $36.19万0.05%3,481 832.4% $8,629 加仓
BSV VANGUARD BD INDEX FDS $36.01万0.05%4,622 -86-1.8% -$6,700 减仓
— ACRES COMMERCIAL REALTY CORP $35.58万0.05%20,000 -400-2.0% -$7,116 减仓
AJG GALLAGHER ARTHUR J & CO $35.51万0.05%1,547 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $34.75万0.05%8,937 -193-2.1% -$7,504 减仓
SPGI S&P GLOBAL INC $34.25万0.05%841 70.8% $2,851 加仓
VLY VALLEY NATL BANCORP $33.99万0.04%23,029 00.0% — 不变
ORI OLD REP INTL CORP $32.91万0.04%8,042 1511.9% $6,179 加仓
TDG TRANSDIGM GROUP INC $32.77万0.04%246 -3-1.2% -$3,996 减仓
ETR ENTERGY CORP NEW $32.62万0.04%2,840 -78-2.7% -$8,959 减仓
DHR DANAHER CORP DEL $32.41万0.04%1,698 -506-23.0% -$9.66万 减仓