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
— GLOBAL X FDS $32.06万0.04%6,000 -6,000-50.0% -$32.06万 减仓
ITA ISHARES TR $31.49万0.04%1,299 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $31.43万0.04%600 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $31.43万0.04%9,440 1892.0% $6,292 加仓
VWO VANGUARD INTL EQUITY INDEX F $31.31万0.04%5,245 -24-0.5% -$1,433 减仓
PANW PALO ALTO NETWORKS INC $30.96万0.04%908 908— $30.96万 新建仓
LIN LINDE PLC $30.15万0.04%581 61.0% $3,114 加仓
ENB ENBRIDGE INC $29.93万0.04%5,521 -231-4.0% -$1.25万 减仓
CSX CSX CORP $29.91万0.04%6,293 1792.9% $8,508 加仓
IVW ISHARES TR $29.71万0.04%2,160 2,160— $29.71万 新建仓
MO ALTRIA GROUP INC $29.48万0.04%4,039 782.0% $5,693 加仓
ORLY OREILLY AUTOMOTIVE INC $29.44万0.04%3,197 48417.8% $4.46万 加仓
SCHA SCHWAB STRATEGIC TR $29.44万0.04%8,148 00.0% — 不变
BSTZ BLACKROCK SCIENCE & TECHNOLO $29.40万0.04%9,791 00.0% — 不变
QTUM ETF SER SOLUTIONS $28.69万0.04%1,735 -1,600-48.0% -$26.46万 减仓
CTVA CORTEVA INC $28.62万0.04%3,379 00.0% — 不变
CMCSA COMCAST CORP NEW $28.53万0.04%11,620 2322.0% $5,696 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $28.33万0.04%7,756 7,756— $28.33万 新建仓
YUMC YUM CHINA HLDGS INC $28.18万0.04%6,895 -83-1.2% -$3,392 减仓
CINF CINCINNATI FINL CORP $28.10万0.04%1,510 00.0% — 不变
BA BOEING CO $27.86万0.04%1,287 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $27.73万0.04%3,041 3,041— $27.73万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $27.39万0.04%3,465 -668-16.2% -$5.28万 减仓
FAST FASTENAL CO $26.86万0.04%5,592 4558.9% $2.19万 加仓
C CITIGROUP INC $26.69万0.04%1,907 321.7% $4,479 加仓
DGX QUEST DIAGNOSTICS INC $26.49万0.03%1,250 110.9% $2,331 加仓
— KRANESHARES TRUST $26.44万0.03%15,550 -2,293-12.9% -$3.90万 减仓
TXN TEXAS INSTRS INC $26.08万0.03%875 875— $26.08万 新建仓
TOWN TOWNEBANK PORTSMOUTH VA $25.56万0.03%7,000 00.0% — 不变
DD DUPONT DE NEMOURS INC $25.39万0.03%1,872 -3,748-66.7% -$50.84万 减仓
AMD ADVANCED MICRO DEVICES INC $24.46万0.03%421 421— $24.46万 新建仓
NSC NORFOLK SOUTHN CORP $24.38万0.03%775 111.4% $3,461 加仓
ED CONSOLIDATED EDISON INC $24.31万0.03%2,198 00.0% — 不变
CVS CVS HEALTH CORP $24.27万0.03%2,346 2,346— $24.27万 新建仓
JCI JOHNSON CONTROLS INTERNATION $24.12万0.03%1,646 00.0% — 不变
PSX PHILLIPS 66 $23.71万0.03%1,403 -256-15.4% -$4.33万 减仓
SHW SHERWIN WILLIAMS CO $23.69万0.03%688 -14-2.0% -$4,820 减仓
SSB SOUTHSTATE BK CORP $23.34万0.03%2,336 00.0% — 不变
WSO WATSCO INC $23.05万0.03%553 -29-5.0% -$1.21万 减仓
BX BLACKSTONE INC $22.77万0.03%1,935 180.9% $2,118 加仓
VTV VANGUARD INDEX FDS $22.66万0.03%1,040 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $22.52万0.03%768 -17-2.2% -$4,984 减仓
FERG FERGUSON ENTERPRISES INC $22.34万0.03%938 -16-1.7% -$3,811 减仓
FICO FAIR ISAAC CORP $22.34万0.03%187 -3-1.6% -$3,584 减仓
EWJ ISHARES INC $22.29万0.03%2,390 00.0% — 不变
SOLV SOLVENTUM CORP $21.99万0.03%2,850 00.0% — 重新持有
SCHB SCHWAB STRATEGIC TR $21.73万0.03%7,505 00.0% — 不变
TEL TE CONNECTIVITY PLC $21.41万0.03%1,062 383.7% $7,661 加仓
AMT AMERICAN TOWER CORP $21.23万0.03%1,284 -30-2.3% -$4,961 减仓
GIS GENERAL MILLS INC $21.23万0.03%6,100 00.0% — 不变
DMXF ISHARES TR $21.15万0.03%2,500 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $20.86万0.03%5,222 -1,679-24.3% -$6.71万 减仓
AXP AMERICAN EXPRESS CO $20.73万0.03%613 111.8% $3,721 重新持有
GLW CORNING INC $20.56万0.03%805 805— $20.56万 新建仓
AEP AMERICAN ELEC PWR CO INC $20.30万0.03%1,484 -344-18.8% -$4.71万 重新持有
WEC WEC ENERGY GROUP INC $20.04万0.03%1,716 -86-4.8% -$1.00万 减仓
IVE ISHARES TR $17.17万0.02%756 00.0% — 不变
XAR SPDR SERIES TRUST $16.74万0.02%590 15034.1% $4.26万 加仓
— ISHARES TR $16.67万0.02%2,877 00.0% — 不变
IWP ISHARES TR $16.16万0.02%1,104 00.0% — 不变
USRT ISHARES TR $15.32万0.02%2,306 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $13.72万0.02%1,527 45041.8% $4.04万 加仓
VLUE ISHARES TR $13.49万0.02%675 -125-15.6% -$2.50万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $13.41万0.02%3,075 3,075— $13.41万 新建仓
IHI ISHARES TR $13.34万0.02%2,700 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $12.32万0.02%1,624 1,624— $12.32万 新建仓
QYLD GLOBAL X FDS $11.08万0.01%6,014 1753.0% $3,225 加仓
SDY SPDR SERIES TRUST $10.50万0.01%690 00.0% — 不变
IJS ISHARES TR $10.50万0.01%768 -32-4.0% -$4,374 减仓
IYW ISHARES TR $10.09万0.01%400 00.0% — 不变
AGG ISHARES TR $9.63万0.01%973 -50-4.9% -$4,949 减仓
FXL FIRST TR EXCHANGE-TRADED FD $9.51万0.01%438 00.0% — 不变
ICF ISHARES TR $9.47万0.01%1,400 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $9.25万0.01%1,105 00.0% — 不变
XLE SELECT SECTOR SPDR TR $8.06万0.01%1,518 181.2% $956 加仓
TLH ISHARES TR $7.88万0.01%785 00.0% — 不变
PSCT INVESCO EXCH TRADED FD TR II $6.79万0.01%735 00.0% — 不变
XLU SELECT SECTOR SPDR TR $6.71万0.01%1,480 -3,030-67.2% -$13.74万 减仓
XLY SELECT SECTOR SPDR TR $6.61万0.01%564 305.6% $3,518 加仓
FXN FIRST TR EXCHANGE-TRADED FD $6.53万0.01%3,226 00.0% — 不变
IGV ISHARES TR $5.83万0.01%644 7513.2% $6,795 加仓
SCHY SCHWAB STRATEGIC TR $5.39万0.01%1,700 00.0% — 不变
TIP ISHARES TR $5.36万0.01%490 00.0% — 不变
IWN ISHARES TR $5.15万0.01%233 00.0% — 不变
CQQQ INVESCO EXCH TRADED FD TR II $5.14万0.01%901 607.1% $3,422 加仓
IWS ISHARES TR $5.10万0.01%310 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $5.07万0.01%323 00.0% — 不变
VONE VANGUARD SCOTTSDALE FDS $4.50万0.01%133 108.1% $3,387 加仓
— HERON THERAPEUTICS INC $4.27万0.01%100,000 00.0% — 不变
BND VANGUARD BD INDEX FDS $4.15万0.01%565 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $4.04万0.01%300 300— $4.04万 新建仓
PHO INVESCO EXCHANGE TRADED FD T $3.80万0.00%550 00.0% — 不变
VUG VANGUARD INDEX FDS $3.36万0.00%391 10.3% $86 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $3.26万0.00%479 15045.6% $1.02万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $3.09万0.00%1,242 1,242— $3.09万 新建仓
SCHD SCHWAB STRATEGIC TR $3.09万0.00%974 00.0% — 不变
VHT VANGUARD WORLD FD $3.05万0.00%102 75277.8% $2.24万 加仓
XLC SELECT SECTOR SPDR TR $2.86万0.00%267 2610.8% $2,785 加仓
— DIMENSIONAL ETF TRUST $2.79万0.00%629 00.0% — 不变
XLP SELECT SECTOR SPDR TR $2.66万0.00%320 206.7% $1,661 加仓