13F 机构持仓

Biltmore Family Office, LLC

CHARLOTTE NC · SEC CIK 0001731123

2026Q22026Q1 更早 9 个季度 🔒
$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
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 24.4%
IAU 8.2%
RSP 3.7%
SPY 2.4%
VV 2.0%
ROBO 1.9%
MSFT 1.8%
BRK/B 1.6%
BARON ETF TR 1.5%
PHYS 1.4%

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
CMF ISHARES TR $1.39万0.00%245 10.4% $57 加仓
XLRE SELECT SECTOR SPDR TR $1.38万0.00%338 -229-40.4% -$9,350 减仓
RDVY FIRST TR EXCHANGE TRADED FD $1.36万0.00%199 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $1.32万0.00%340 00.0% — 不变
ILF ISHARES TR $1.07万0.00%300 00.0% — 不变
VIS VANGUARD WORLD FD $9,0540.00%29 -6-17.1% -$1,873 减仓
SOXX ISHARES TR $8,2170.00%25 -25-50.0% -$8,217 减仓
SPIB SPDR SERIES TRUST $7,8150.00%233 00.0% — 不变
VHT VANGUARD WORLD FD $7,3530.00%27 -263-90.7% -$7.16万 减仓
XMLV INVESCO EXCH TRADED FD TR II $6,2970.00%100 00.0% — 不变
IWO ISHARES TR $6,2760.00%20 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $2,4410.00%52 00.0% — 不变
MBB ISHARES TR $1,7090.00%18 00.0% — 不变
ANGL VANECK ETF TRUST $1,5800.00%55 -71-56.3% -$2,040 减仓
SUSA ISHARES TR $1,3210.00%10 00.0% — 不变
RWR SPDR SERIES TRUST $1,2120.00%12 -75-86.2% -$7,575 减仓
SUSL ISHARES TR $9090.00%8 00.0% — 不变
EPI WISDOMTREE TR $8160.00%20 00.0% — 不变
BLOK AMPLIFY ETF TR $4980.00%10 00.0% — 不变
ARKW ARK ETF TR $2410.00%2 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $1990.00%8 8— $199 新建仓
— VANECK ETF TRUST $1730.00%5 00.0% — 不变
— KRANESHARES TRUST $1620.00%5 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $1500.00%7 7— $150 新建仓
— AMPLIFY ETF TR $800.00%5 00.0% — 不变
PWR QUANTA SVCS INC $00.00%0 -730-100.0% -$30.81万 清仓
EPP ISHARES INC $00.00%0 -5,178-100.0% -$26.13万 清仓
HDV ISHARES TR $00.00%0 -1,871-100.0% -$22.75万 清仓
SOLV SOLVENTUM CORP $00.00%0 —— — 申报中断
AXP AMERICAN EXPRESS CO $00.00%0 —— — 申报中断
AEP AMERICAN ELEC PWR CO INC $00.00%0 —— — 申报中断
RSG REPUBLIC SVCS INC $00.00%0 -983-100.0% -$20.83万 清仓
TGT TARGET CORP $00.00%0 -2,101-100.0% -$20.54万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,097-100.0% -$20.35万 清仓
CRM SALESFORCE INC $00.00%0 -763-100.0% -$20.24万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
EIS ISHARES INC $00.00%0 -533-100.0% -$5.86万 清仓
IJT ISHARES TR $00.00%0 -284-100.0% -$4.01万 清仓
EWI ISHARES INC $00.00%0 -509-100.0% -$2.77万 清仓
— WISDOMTREE TR $00.00%0 -357-100.0% -$2.56万 清仓
EWP ISHARES INC $00.00%0 -447-100.0% -$2.41万 清仓
HEWJ ISHARES TR $00.00%0 -371-100.0% -$1.96万 清仓
HYG ISHARES TR $00.00%0 -200-100.0% -$1.61万 清仓
EWT ISHARES INC $00.00%0 -206-100.0% -$1.31万 清仓
IMCG ISHARES TR $00.00%0 -120-100.0% -$9,581 清仓
ACWX ISHARES TR $00.00%0 -130-100.0% -$8,727 清仓
IQLT ISHARES TR $00.00%0 -175-100.0% -$7,954 清仓
FLTR VANECK ETF TRUST $00.00%0 -307-100.0% -$7,822 清仓
EWA ISHARES INC $00.00%0 -187-100.0% -$4,898 清仓
EWH ISHARES INC $00.00%0 -185-100.0% -$3,931 清仓
KBWB INVESCO EXCH TRADED FD TR II $00.00%0 -36-100.0% -$3,034 清仓
EWW ISHARES INC $00.00%0 -32-100.0% -$2,219 清仓
GOVT ISHARES TR $00.00%0 -88-100.0% -$2,026 清仓
EWY ISHARES INC $00.00%0 -13-100.0% -$1,264 清仓
USHY ISHARES TR $00.00%0 -21-100.0% -$785 清仓
— AMPLIFY ETF TR $00.00%0 -22-100.0% -$655 清仓