FM

Family Manage LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$8.3亿

申报季度: 2026-03-31 · 持股只数: 305

Family Manage LLC在最新一期 13F 报告中披露了 305 项持股，申报期为 2026-03-31，总持股市值约为 US$8.3亿，季度换手率为 44.5%。

机构性格雪花图

集中度
8.23
持仓稳定性
44.47
动能／逆势
100
行业集中度
49.88
多样化
100
仓位均衡度
76.99

近期动向

  • 加仓 FLXR

    +100.8%　US$1543.9万

  • 加仓 RSP

    +7927.5%　US$1227.8万

  • 减仓 BIL

    -57.5%　-US$895.4万

  • 减仓 C

    -60.8%　-US$694.8万

  • 加仓 SPY

    +34.6%　US$845.9万

  • 减仓 JLL

    -93.3%　-US$608.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1MINTPimco Enhanced Short MaturitETF-其他5.39%—-0.01%
2DSCODoubleline Sec Credit ETFETF-其他5.01%+5.01%NEW
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长4.59%+0.82%+34.58%
4SHVIshares 0-1 Year Treasury BoETF-政府公债4.10%—+3.04%
5FLXRTcw Flexible Income ETFETF-其他3.72%+1.75%+100.80%
6QUALIshares Msci USA Quality FacETF-其他3.57%—-4.28%
7NVDANvidia CORP股票-科技3.47%-0.69%-5.78%
8AAPLApple INC股票-科技3.46%—-0.81%
9GOOGLAlphabet Inc-cl A股票-通信服务2.98%+0.19%+22.72%
10MSFTMicrosoft CORP股票-科技2.45%-0.61%+9.95%
11VIGVanguard Dividend Apprec ETFETF-其他2.40%—-0.68%
12PYLDPimco Multisector Bond ActvETF-其他2.39%—+12.25%
13METAMeta Platforms Inc-class A股票-通信服务1.79%—+0.70%
14ITOTIshares Core S&p Total U.s.ETF-其他1.73%—+3.55%
15AMZNAmazon.com INC股票-周期性消费1.62%+0.25%+37.47%
16RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.49%+1.47%+7927.51%
17GSLCGoldman Activebeta US Lc ETFETF-避险与商品1.49%—+2.47%
18VTVVanguard Value ETFETF-其他1.30%—+1.64%
19AVGOBroadcom INC股票-科技1.14%—+15.43%
20ALLWState Street Brgwtr All WthrETF-其他1.10%—+5.14%
21IWYIshares Russell Top 200 GrowETF-其他1.03%-0.73%-31.57%
22JNJJohnson & Johnson股票-医疗保健0.89%—-20.29%
23QQQInvesco Qqq Trust Series 1ETF-科技型0.83%-0.38%-22.88%
24BINCIshares Flex I A Etf-usd INCETF-其他0.82%—+4.32%
25AXPAmerican Express Co股票-金融0.81%—+0.11%
26BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.80%-1.17%-57.53%
27IXUSIshares Core Intl Stock ETFETF-其他0.78%—-5.58%
28XOMExxon Mobil CORP股票-能源0.74%+0.64%+446.13%
29IAUIshares Gold TrustETF-避险与商品0.72%—+4.11%
30TSMTaiwan Semiconductor-sp Adr股票-科技0.71%—-0.72%
31BKNGBooking Holdings INC股票-周期性消费0.71%—-0.92%
32JPMJpmorgan Chase & Co股票-金融0.70%—-15.34%
33VVisa Inc-class A Shares股票-金融0.67%—-1.10%
34VLOValero Energy CORP股票-能源0.64%+0.61%+1380.99%
35TPLTexas Pacific Land CORP股票-能源0.63%+0.44%+113.88%
36BRK-BBerkshire Hathaway Inc-cl B股票-其他0.61%—+3.73%
37QCOMQualcomm INC股票-科技0.61%—+1.39%
38VLUEIshares Msci USA Value FactoETF-其他0.58%—-4.19%
39MAMastercard INC - A股票-金融0.57%+0.44%+412.05%
40RITMRithm Capital CORP股票-房地产0.55%—+62.12%
41CALFPcr US Sm Cp Csh Cws Etf-usdETF-其他0.54%—-27.60%
42NOWServicenow INC股票-科技0.53%+0.46%+1013.85%
43IBITIshares Bitcoin Trust ETFETF-加密货币0.53%—+5.17%
44MRKMerck & Co. INC.股票-医疗保健0.51%+0.46%+778.15%
45CCitigroup INC股票-金融0.51%-0.91%-60.84%
46VWOVanguard Ftse Emerging MarkeETF-新兴市场0.50%+0.50%+20617.96%
47CATCaterpillar INC股票-工业0.50%—-0.87%
48GILDGilead Sciences INC股票-医疗保健0.49%-0.39%-47.68%
49SNASnap-on INC股票-工业0.49%—-29.05%
50OEFIshares S&p 100 ETFETF-其他0.49%—-12.65%
1–50 of 305

本季持股变动

Family Manage LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Doubleline Sec Credit ETF (DSCO); 清仓: Expedia Group INC (EXPE); 清仓: Simplify Mbs ETF (MTBA); 清仓: Salesforce INC (CRM); 清仓: Incyte CORP (INCY).

Family Manage LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FLXRTcw Flexible Income ETF+1.8%+100.80%加仓
2RSPInvesco S&p 500 Equal Weight+1.5%+7927.51%加仓
3SPYSs Spdr S&p 500 ETF Trust-us+0.8%+34.58%加仓
4XOMExxon Mobil CORP+0.6%+446.13%加仓
5VLOValero Energy CORP+0.6%+1380.99%加仓
6VWOVanguard Ftse Emerging Marke+0.5%+20617.96%加仓
7NOWServicenow INC+0.5%+1013.85%加仓
8MRKMerck & Co. INC.+0.5%+778.15%加仓
9TPLTexas Pacific Land CORP+0.4%+113.88%加仓
10MAMastercard INC - A+0.4%+412.05%加仓
11TMOThermo Fisher Scientific INC+0.3%+1578.02%加仓
12RTXRtx CORP+0.3%+449.87%加仓
13MSMorgan Stanley+0.3%+771.59%加仓
14AMZNAmazon.com INC+0.3%+37.47%加仓
15GOOGLAlphabet Inc-cl A+0.2%+22.72%加仓
16INTUIntuit INC-0.4%-78.50%减仓
17EOGEog Resources INC-0.4%-64.37%减仓
18QQQInvesco Qqq Trust Series 1-0.4%-22.88%减仓
19GILDGilead Sciences INC-0.4%-47.68%减仓
20AFLAflac INC-0.4%-94.11%减仓
21MTCHMatch Group INC-0.4%-91.90%减仓
22SHELShell Plc-adr-0.5%-81.65%减仓
23CFCf Industries Holdings INC-0.5%-84.50%减仓
24USMVIshares Msci USA Min Vol Fac-0.6%-67.29%减仓
25MSFTMicrosoft CORP-0.6%+9.95%加仓
26SYFSynchrony Financial-0.6%-86.90%减仓
27NVDANvidia CORP-0.7%-5.78%减仓
28IWYIshares Russell Top 200 Grow-0.7%-31.57%减仓
29JLLJones Lang Lasalle INC-0.8%-93.27%减仓
30CCitigroup INC-0.9%-60.84%减仓
31BILSs Spdr Bb 1-3m T-bill ETF-1.2%-57.53%减仓
32DSCODoubleline Sec Credit ETF—NEW新建仓
33EXPEExpedia Group INC—EXIT清仓
34MTBASimplify Mbs ETF—EXIT清仓
35CRMSalesforce INC—EXIT清仓
36INCYIncyte CORP—EXIT清仓
37FOXAFox CORP - Class A—EXIT清仓
38DFAWDimensional World Eqty ETF—NEW新建仓
39MEDPMedpace Holdings INC—EXIT清仓
40UBERUber Technologies INC—NEW新建仓
41ICEIntercontinental Exchange In—NEW新建仓
42DFAEDimensional Emerging Core Eq—NEW新建仓
43DFIVDimensional International Va—NEW新建仓
44MPCMarathon Petroleum CORP—EXIT清仓
45NEENextera Energy INC—NEW新建仓
46FCXFreeport-mcmoran INC—NEW新建仓
47VZVerizon Communications INC—NEW新建仓
48APPApplovin Corp-class A—EXIT清仓
49MCDMcdonald's CORP—NEW新建仓
50AIGAmerican International Group—EXIT清仓

FAQ

Family Manage LLC 是什么机构？属于哪种投资人类型？
Family Manage LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$8.3亿，分布在 305 个已申报仓位之中。
Family Manage LLC 目前前几大持股有哪些？
根据最新 13F 申报，Family Manage LLC 按市值排列的前几大持股为： 1. Pimco Enhanced Short Maturit (MINT) — US$4496.1万 (5.4%) 2. Doubleline Sec Credit ETF (DSCO) — US$4180.0万 (5.0%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3829.6万 (4.6%) 4. Ishares 0-1 Year Treasury Bo (SHV) — US$3422.3万 (4.1%) 5. Tcw Flexible Income ETF (FLXR) — US$3101.5万 (3.7%)
Family Manage LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Family Manage LLC 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 16 个既有持股、减仓 15 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: Doubleline Sec Credit ETF (DSCO); 清仓: Expedia Group INC (EXPE); 清仓: Simplify Mbs ETF (MTBA); 清仓: Salesforce INC (CRM); 清仓: Incyte CORP (INCY)
Family Manage LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Family Manage LLC 的主要板块分布如下： • Information Technology: 31.2% • Financials: 16.8% • Communication Services: 12.8% • Consumer Discretionary: 8.4% • Health Care: 7.3% • Industrials: 7.1%