FI

Family Investment Center, Inc.

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$5.2亿

申报季度: 2026-03-31 · 持股只数: 91

Family Investment Center, Inc.在最新一期 13F 报告中披露了 91 项持股，申报期为 2026-03-31，总持股市值约为 US$5.2亿，季度换手率为 27.8%。

机构性格雪花图

集中度
26.72
持仓稳定性
27.77
动能／逆势
100
行业集中度
57.79
多样化
100
仓位均衡度
77.34

近期动向

  • 加仓 AVDE

    +87.0%　US$1863.2万

  • 加仓 DFEV

    +426.3%　US$1672.5万

  • 减仓 XMHQ

    -86.3%　-US$1258.4万

  • 减仓 FLIN

    -95.3%　-US$1094.2万

  • 减仓 SPHQ

    -16.5%　-US$766.4万

  • 减仓 FLJH

    -88.0%　-US$893.7万

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
1BIVVanguard Intermediate-term BETF-其他14.36%-0.51%+2.24%
2PYLDPimco Multisector Bond ActvETF-其他10.75%-0.03%+6.54%
3RISRFoliobe Altr In&in H Etf-usdETF-其他8.34%+1.75%+32.40%
4SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长7.75%-1.32%-4.53%
5SPHQInvesco S&p 500 Quality ETFETF-大型股与成长7.54%-1.92%-16.52%
6AVDEAvantis International EquityETF-其他7.45%+3.39%+87.02%
7JPSTJpmorgan Ultra-short IncomeETF-其他4.98%+0.95%+29.61%
8JIREJpmorgan Int Res Enh EqtyETF-其他4.00%-0.26%-2.54%
9DFEVDimensional Emrg Mrkt ValETF-其他3.92%+3.18%+426.28%
10VIGVanguard Dividend Apprec ETFETF-其他2.86%-0.28%-2.28%
11AVUVAvantis US Small Cap ValueETF-中小型股2.79%-0.75%-23.50%
12XMMOInvesco S&p Midcap MomentumETF-其他2.73%—-5.10%
13VYMIVanguard Int High Dvd Yld InETF-其他2.57%—+0.27%
14AVMVAvantis US Mid Cap Val ETFETF-其他2.30%+2.30%NEW
15XSMOInvesco S&p Smallcap MomentuETF-其他1.52%+1.52%NEW
16VOVanguard Mid-cap ETFETF-其他1.45%-0.15%-4.04%
17SCHDSchwab US Dvd Equity ETFETF-其他1.36%+0.07%-0.79%
18VBVanguard Small-cap ETFETF-其他1.20%—-3.57%
19SCHMSchwab US Mid Cap ETFETF-其他0.87%—-2.16%
20ONEYSs Spdr R1000 Yield Foc ETFETF-其他0.83%—-0.43%
21VOOVanguard S&p 500 ETFETF-大型股与成长0.78%-0.10%-2.27%
22AGGIshares Core U.s. AggregateETF-其他0.76%—+1.83%
23VIGIVanguard Int Div App Indx FdETF-其他0.58%—+0.55%
24VXUSVanguard Total Intl StockETF-其他0.48%—-0.45%
25LDURPimco Enhanced Low DurationETF-其他0.48%+0.05%+17.08%
26AAPLApple INC股票-科技0.41%-0.08%-5.80%
27XMHQInvesco S&p Midcap Qual ETFETF-其他0.39%-2.56%-86.28%
28NSCNorfolk Southern CORP股票-工业0.36%—+0.15%
29QQQInvesco Qqq Trust Series 1ETF-科技型0.36%—+6.29%
30XOMExxon Mobil CORP股票-能源0.32%+0.10%+8.94%
31IEMGIshares Core Msci EmergingETF-新兴市场0.26%—+0.40%
32FLJHFranklin Ftse Jpn Hedged ETFETF-其他0.25%-1.82%-88.03%
33XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.22%+0.04%+20.04%
34IGEIshares North American NaturETF-其他0.20%+0.20%NEW
35SCHOSchwab Short-term US TreasETF-其他0.17%—+0.42%
36DFUSDimensional US Eq Mkt ETFETF-其他0.16%—-0.48%
37SCHASchwab US Small-cap ETFETF-其他0.16%—-1.90%
38IAUMIshares Gold Trust MicroETF-避险与商品0.16%—-12.26%
39SPEMState Street Sp Ptf Em ETFETF-其他0.16%—-1.18%
40VTIVanguard Total Stock Mkt ETFETF-其他0.15%—-2.04%
41IWFIshares Russell 1000 GrowthETF-其他0.14%—-1.10%
42BRK-BBerkshire Hathaway Inc-cl B股票-其他0.14%—+20.29%
43TBUXT Rowe Price Ultra Short-terETF-其他0.13%+0.06%+92.09%
44VDCVanguard Consumer Staple ETFETF-其他0.13%+0.05%+53.39%
45MSFTMicrosoft CORP股票-科技0.13%—+64.54%
46JMUBJpmorgan Municipal ETFETF-其他0.12%—+10.25%
47WMTWalmart INC股票-非周期性消费0.12%—+16.66%
48HUBSHubspot INC股票-科技0.12%+0.12%NEW
49SCHRSchwab Intermediate-term USETF-其他0.11%—+12.93%
50VBRVanguard Small-cap Value ETFETF-其他0.10%—-7.15%
1–50 of 91

本季持股变动

Family Investment Center, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis US Mid Cap Val ETF (AVMV); 新建仓: Invesco S&p Smallcap Momentu (XSMO); 新建仓: Ishares North American Natur (IGE); 清仓: Broadcom INC (AVGO); 新建仓: Hubspot INC (HUBS).

Family Investment Center, Inc. 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
1AVDEAvantis International Equity+3.4%+87.02%加仓
2DFEVDimensional Emrg Mrkt Val+3.2%+426.28%加仓
3RISRFoliobe Altr In&in H Etf-usd+1.8%+32.40%加仓
4JPSTJpmorgan Ultra-short Income+1%+29.61%加仓
5XOMExxon Mobil CORP+0.1%+8.94%加仓
6SCHDSchwab US Dvd Equity ETF+0.1%-0.79%减仓
7TBUXT Rowe Price Ultra Short-ter+0.1%+92.09%加仓
8LDURPimco Enhanced Low Duration+0.1%+17.08%加仓
9VDCVanguard Consumer Staple ETF+0.1%+53.39%加仓
10XLUSt Sr Utl Sl Se Spdr Etf-usd0%+20.04%加仓
11VYMIVanguard Int High Dvd Yld In—+0.27%加仓
12ONEYSs Spdr R1000 Yield Foc ETF—-0.43%减仓
13PYLDPimco Multisector Bond Actv0%+6.54%加仓
14WDCWestern Digital CORP-0.1%-64.58%减仓
15JPMJpmorgan Chase & Co-0.1%-38.24%减仓
16AMZNAmazon.com INC-0.1%-40.58%减仓
17AAPLApple INC-0.1%-5.80%减仓
18MUMicron Technology INC-0.1%-65.96%减仓
19VOOVanguard S&p 500 ETF-0.1%-2.27%减仓
20GOOGAlphabet Inc-cl C-0.1%-68.32%减仓
21VOVanguard Mid-cap ETF-0.2%-4.04%减仓
22JIREJpmorgan Int Res Enh Eqty-0.3%-2.54%减仓
23VIGVanguard Dividend Apprec ETF-0.3%-2.28%减仓
24BIVVanguard Intermediate-term B-0.5%+2.24%加仓
25AVUVAvantis US Small Cap Value-0.8%-23.50%减仓
26SPMOInvesco S&p 500 Momentum ETF-1.3%-4.53%减仓
27FLJHFranklin Ftse Jpn Hedged ETF-1.8%-88.03%减仓
28SPHQInvesco S&p 500 Quality ETF-1.9%-16.52%减仓
29FLINFranklin Ftse India ETF-2.2%-95.34%减仓
30XMHQInvesco S&p Midcap Qual ETF-2.6%-86.28%减仓
31AVMVAvantis US Mid Cap Val ETF—NEW新建仓
32XSMOInvesco S&p Smallcap Momentu—NEW新建仓
33IGEIshares North American Natur—NEW新建仓
34AVGOBroadcom INC—EXIT清仓
35HUBSHubspot INC—NEW新建仓
36APPApplovin Corp-class A—EXIT清仓
37LLYEli Lilly & Co—EXIT清仓
38PLTRPalantir Technologies Inc-a—EXIT清仓
39NEMNewmont CORP—EXIT清仓
40AMDAdvanced Micro Devices—EXIT清仓
41INCYIncyte CORP—EXIT清仓
42UBERUber Technologies INC—EXIT清仓
43SHOPShopify INC - Class A—EXIT清仓
44MCKMckesson CORP—EXIT清仓
45COPConocophillips—NEW新建仓
46TPYPTortoise North American Pipe—NEW新建仓
47TAt&t INC—EXIT清仓
48VEUVanguard Ftse All-world Ex-u—NEW新建仓
49ONEQFidelity Nasdaq Comp Indx—EXIT清仓
50IWYIshares Russell Top 200 Grow—EXIT清仓

FAQ

Family Investment Center, Inc. 是什么机构？属于哪种投资人类型？
Family Investment Center, Inc. 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$5.2亿，分布在 91 个已申报仓位之中。
Family Investment Center, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Family Investment Center, Inc. 按市值排列的前几大持股为： 1. Vanguard Intermediate-term B (BIV) — US$7463.0万 (14.4%) 2. Pimco Multisector Bond Actv (PYLD) — US$5586.2万 (10.8%) 3. Foliobe Altr In&in H Etf-usd (RISR) — US$4335.5万 (8.3%) 4. Invesco S&p 500 Momentum ETF (SPMO) — US$4028.0万 (7.8%) 5. Invesco S&p 500 Quality ETF (SPHQ) — US$3916.2万 (7.5%)
Family Investment Center, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Family Investment Center, Inc. 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 12 个既有持股、减仓 18 个仓位，并完全清仓 13 个持股。 其中幅度最大的异动：新建仓: Avantis US Mid Cap Val ETF (AVMV); 新建仓: Invesco S&p Smallcap Momentu (XSMO); 新建仓: Ishares North American Natur (IGE); 清仓: Broadcom INC (AVGO); 新建仓: Hubspot INC (HUBS)
Family Investment Center, Inc. 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 Investment Center, Inc. 的主要板块分布如下： • Information Technology: 33.3% • Energy: 19.9% • Industrials: 10.4% • Consumer Staples: 10.2% • Consumer Discretionary: 9.3% • Financials: 9.0%