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Biltmore Family Office, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$7.2亿

申报季度: 2026-03-31 · 持股只数: 325

Biltmore Family Office, LLC在最新一期 13F 报告中披露了 325 项持股，申报期为 2026-03-31，总持股市值约为 US$7.2亿，季度换手率为 13.5%。

机构性格雪花图

集中度
29.01
持仓稳定性
13.47
动能／逆势
100
行业集中度
94.82
多样化
100
仓位均衡度
52.42

近期动向

  • 减仓 AAPL

    -0.2%　-US$1286.0万

  • 加仓 IAU

    -0.2%　US$453.0万

  • 加仓 RSP

    +19.8%　US$436.6万

  • 减仓 AON

    -74.4%　-US$447.5万

  • 减仓 MSFT

    +2.9%　-US$342.2万

  • 减仓 BCFN

    -7.0%　-US$302.5万

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
1AAPLApple INC股票-科技24.40%-1.48%-0.23%
2IAUIshares Gold TrustETF-避险与商品8.16%+0.73%-0.18%
3RSPInvesco S&p 500 Equal WeightETF-大型股与成长3.66%+0.64%+19.76%
4SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.43%—+5.37%
5VVVanguard Large-cap ETFETF-其他1.97%-0.18%-4.94%
6ROBORobo Global Robotics And AutETF-其他1.94%—+0.64%
7MSFTMicrosoft CORP股票-科技1.77%-0.45%+2.88%
8BRK-BBerkshire Hathaway Inc-cl B股票-其他1.55%+0.27%+25.90%
9BCFNBaron Financials ETFETF-其他1.49%-0.40%-6.99%
10PHYSSprott Physical Gold Trust股票-其他1.36%—-5.34%
11ROBTFirst Trust Nasdaq ArtificiaETF-科技型1.34%+0.10%+19.67%
12ABBVAbbvie INC股票-医疗保健1.13%—+4.11%
13MRKMerck & Co. INC.股票-医疗保健1.02%+0.16%+2.46%
14METAMeta Platforms Inc-class A股票-通信服务1.02%—+10.61%
15VYMVanguard High Dvd Yield ETFETF-其他1.00%+0.09%+5.26%
16GSGoldman Sachs Group INC股票-金融1.00%-0.11%-7.08%
17GOOGLAlphabet Inc-cl A股票-通信服务0.99%-0.09%-1.95%
18BACBank Of America CORP股票-金融0.96%-0.10%+1.25%
19MBSFRegan Floating Rate Mbs ETFETF-其他0.94%-0.06%-6.54%
20GOOGAlphabet Inc-cl C股票-通信服务0.93%-0.09%-1.78%
21BUGGlobal X Cybersecurity ETFETF-其他0.85%—+20.30%
22SHYIshares 1-3 Year Treasury BoETF-政府公债0.84%—+6.61%
23MUBIshares National Muni Bond EETF-其他0.83%—+2.13%
24NVDANvidia CORP股票-科技0.82%—+1.19%
25VNQVanguard Real Estate ETFETF-其他0.81%—+3.53%
26VOOVanguard S&p 500 ETFETF-大型股与成长0.80%—+1.00%
27JPMJpmorgan Chase & Co股票-金融0.75%—+6.55%
28FTAIFTAI Aviation Ltd.股票-工业0.73%-0.35%-46.13%
29JNJJohnson & Johnson股票-医疗保健0.72%+0.11%-0.83%
30IJRIshares Core S&p Small-cap EETF-中小型股0.71%+0.20%+32.97%
31VTIVanguard Total Stock Mkt ETFETF-其他0.65%-0.19%-20.13%
32LLYEli Lilly & Co股票-医疗保健0.63%—+24.68%
33DELLDell Technologies -c股票-科技0.63%+0.15%-1.90%
34XOMExxon Mobil CORP股票-能源0.62%+0.19%—
35CATCaterpillar INC股票-工业0.59%+0.11%-0.42%
36EFXEquifax INC股票-工业0.59%-0.11%+0.24%
37VVisa Inc-class A Shares股票-金融0.59%-0.11%-4.61%
38PEPPepsico INC股票-非周期性消费0.56%—-0.31%
39AMZNAmazon.com INC股票-周期性消费0.56%—+4.19%
40PGProcter & Gamble Co/the股票-非周期性消费0.53%—-0.10%
41ABTAbbott Laboratories股票-医疗保健0.52%-0.08%+4.26%
42IVVIshares Core S&p 500 ETFETF-大型股与成长0.52%—+2.13%
43SLVIshares Silver TrustETF-避险与商品0.50%+0.27%+100.00%
44PNCPnc Financial Services Group股票-金融0.48%——
45IJHIshares Core S&p Midcap ETFETF-其他0.46%+0.13%+34.50%
46AVGOBroadcom INC股票-科技0.44%—+16.57%
47IWFIshares Russell 1000 GrowthETF-其他0.42%-0.09%-9.01%
48SOSouthern Co/the股票-公用事业0.42%——
49TJXTjx Companies INC股票-周期性消费0.41%—-2.65%
50IEFAIshares Core Msci Eafe ETFETF-其他0.41%—+2.53%
1–50 of 325

本季持股变动

Biltmore Family Office, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Figure Technology Solut-cl A (FIGR); 新建仓: Vertiv Holdings Co-a (VRT); 新建仓: Tko Group Holdings INC (TKO); 新建仓: Voyager Technologies Inc-a (VOYG); 新建仓: Philip Morris International (PM).

Biltmore Family Office, 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
1IAUIshares Gold Trust+0.7%-0.18%减仓
2RSPInvesco S&p 500 Equal Weight+0.6%+19.76%加仓
3SLVIshares Silver Trust+0.3%+100.00%加仓
4BRK-BBerkshire Hathaway Inc-cl B+0.3%+25.90%加仓
5IJRIshares Core S&p Small-cap E+0.2%+32.97%加仓
6XMHQInvesco S&p Midcap Qual ETF+0.2%+93.97%加仓
7XOMExxon Mobil CORP+0.2%—不变
8MRKMerck & Co. INC.+0.2%+2.46%加仓
9DELLDell Technologies -c+0.2%-1.90%减仓
10AHRAmerican Healthcare Reit INC+0.1%+320.99%加仓
11IJHIshares Core S&p Midcap ETF+0.1%+34.50%加仓
12TSMTaiwan Semiconductor-sp Adr+0.1%+78.11%加仓
13NHINatl Health Investors INC+0.1%+134.02%加仓
14CATCaterpillar INC+0.1%-0.42%减仓
15ASMLASML Holding N.V.+0.1%+67.37%加仓
16JNJJohnson & Johnson+0.1%-0.83%减仓
17ROBTFirst Trust Nasdaq Artificia+0.1%+19.67%加仓
18VYMVanguard High Dvd Yield ETF+0.1%+5.26%加仓
19KOCoca-cola Co/the+0.1%+11.25%加仓
20CDNSCadence Design Sys INC+0.1%+106.02%加仓
21MBSFRegan Floating Rate Mbs ETF-0.1%-6.54%减仓
22IPAYAmplify Digital Payments ETF-0.1%-1.40%减仓
23ABTAbbott Laboratories-0.1%+4.26%加仓
24APOApollo Global Management INC-0.1%—不变
25GOOGLAlphabet Inc-cl A-0.1%-1.95%减仓
26GOOGAlphabet Inc-cl C-0.1%-1.78%减仓
27IWFIshares Russell 1000 Growth-0.1%-9.01%减仓
28IBMIntl Business Machines CORP-0.1%-29.55%减仓
29BACBank Of America CORP-0.1%+1.25%加仓
30ORCLOracle CORP-0.1%+0.03%加仓
31GLDMSpdr Gold Minishares Trust-0.1%-42.33%减仓
32VVisa Inc-class A Shares-0.1%-4.61%减仓
33EFXEquifax INC-0.1%+0.24%加仓
34GSGoldman Sachs Group INC-0.1%-7.08%减仓
35ADPAutomatic Data Processing-0.1%-7.16%减仓
36VVVanguard Large-cap ETF-0.2%-4.94%减仓
37VTIVanguard Total Stock Mkt ETF-0.2%-20.13%减仓
38INTUIntuit INC-0.3%-64.11%减仓
39FTAIFTAI Aviation Ltd.-0.4%-46.13%减仓
40BCFNBaron Financials ETF-0.4%-6.99%减仓
41MSFTMicrosoft CORP-0.5%+2.88%加仓
42AONAon plc-0.6%-74.39%减仓
43AAPLApple INC-1.5%-0.23%减仓
44FIGRFigure Technology Solut-cl A—NEW新建仓
45VRTVertiv Holdings Co-a—NEW新建仓
46TKOTko Group Holdings INC—NEW新建仓
47VOYGVoyager Technologies Inc-a—NEW新建仓
48PMPhilip Morris International—NEW新建仓
49TLNTalen Energy CORP—NEW新建仓
50HYDRGlobal X Hydrogen ETF—NEW新建仓

FAQ

Biltmore Family Office, LLC 是什么机构？属于哪种投资人类型？
Biltmore Family Office, 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$7.2亿，分布在 325 个已申报仓位之中。
Biltmore Family Office, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Biltmore Family Office, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1.7亿 (24.4%) 2. Ishares Gold Trust (IAU) — US$5836.4万 (8.2%) 3. Invesco S&p 500 Equal Weight (RSP) — US$2621.2万 (3.7%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1736.0万 (2.4%) 5. Vanguard Large-cap ETF (VV) — US$1406.8万 (2.0%)
Biltmore Family Office, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Biltmore Family Office, LLC 共进行了 48 项显著调整：新建仓 7 个仓位、加仓 20 个既有持股、减仓 21 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Figure Technology Solut-cl A (FIGR); 新建仓: Vertiv Holdings Co-a (VRT); 新建仓: Tko Group Holdings INC (TKO); 新建仓: Voyager Technologies Inc-a (VOYG); 新建仓: Philip Morris International (PM)
Biltmore Family Office, 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，Biltmore Family Office, LLC 的主要板块分布如下： • Information Technology: 52.7% • Financials: 13.5% • Health Care: 8.2% • Industrials: 7.6% • Communication Services: 6.0% • Consumer Staples: 4.0%