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LINCOLN NATIONAL CORP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LINCOLN NATIONAL CORP
报告期 2026-03-31 · CIK 0000059558
持仓数
19
前50大市值合计
$3.45B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 110
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$37.4M
1,393,925
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$28.5M
3,721,077
+9%
增持
AAPL
APPLE INC
+$22.4M
739,915
+6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BLV
VANGUARD BD INDEX FDS
+$21.5M
2,023,505
+5%
增持
MGV
VANGUARD WORLD FD
+$21.5M
1,982,185
+3%
减持
MGK
VANGUARD WORLD FD
+$20.0M
942,690
-5%
增持
MSFT
MICROSOFT CORP
+$16.4M
208,102
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$16.4M
2,994,112
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.6M
757,582
+2%
增持
SPYM
SPDR SER TR
+$13.1M
407,655
+112%
增持
SPIP
SPDR SER TR
+$12.4M
8,091,521
+3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$11.1M
3,028,261
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$11.0M
142,176
+7%
增持
BIV
VANGUARD BD INDEX FDS
+$10.8M
1,779,041
+3%
增持
IVV
ISHARES TR
+$10.8M
115,971
+12%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$10.1M
1,245,746
+3%
增持
IEMG
ISHARES INC
+$9.8M
2,012,512
+4%
增持
AMZN
AMAZON COM INC
+$8.1M
279,037
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$8.0M
3,612,113
+1%
增持
MUB
ISHARES TR
+$8.0M
158,361
+76%
增持
AGG
ISHARES TR
+$7.9M
223,709
+48%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$7.9M
1,194,174
+2%
增持
IJH
ISHARES TR
+$7.7M
60,362
+66%
建仓
FELV
FIDELITY COVINGTON TRUST
+$7.6M
281,573
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.5M
2,087,151
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$7.4M
3,052,942
+1%
增持
IJR
ISHARES TR
+$7.3M
160,497
+50%
增持
VBR
VANGUARD INDEX FDS
+$7.0M
260,501
+4%
增持
VBK
VANGUARD INDEX FDS
+$6.8M
168,874
+6%
增持
VOE
VANGUARD INDEX FDS
+$6.2M
330,459
+4%
增持
QQQ
INVESCO QQQ TR
+$6.2M
114,666
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.6M
698,978
+22%
增持
VOT
VANGUARD INDEX FDS
+$5.6M
194,158
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.5M
1,583,014
+2%
增持
SCZ
ISHARES TR
+$5.4M
91,821
+1759%
增持
VOO
VANGUARD INDEX FDS
+$5.2M
68,909
+8%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$5.1M
32,118
-78%
减持
EEM
ISHARES TR
-$4.6M
61,880
-67%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$4.5M
165,405
增持
SCHG
SCHWAB STRATEGIC TR
+$4.5M
88,907
+124%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.3M
513,371
+23%
增持
VO
VANGUARD INDEX FDS
+$4.1M
85,025
+13%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$4.0M
136,584
-46%
减持
IWF
ISHARES TR
+$3.9M
108,036
-0%
增持
VNQ
VANGUARD INDEX FDS
+$3.8M
197,050
+10%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.8M
96,132
+548%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.8M
141,363
增持
—
EATON CORP PLC
+$3.7M
76,128
+11%
建仓
MLN
VANECK ETF TRUST
+$3.7M
200,230
增持
DGRO
ISHARES TR
+$3.6M
442,061
+9%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$3.6M
3,448
-92%
增持
LQD
ISHARES TR
+$3.5M
42,078
+282%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
51,733
+2%
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
113,003
+4%
减持
SDY
SPDR SER TR
-$3.5M
54,355
-39%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.4M
268,848
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.3M
82,674
+20%
增持
GOOG
ALPHABET INC
+$3.3M
166,881
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$3.3M
38,473
+53%
建仓
FBCV
FIDELITY COVINGTON TRUST
+$3.3M
112,346
增持
DXJ
WISDOMTREE TR
+$3.1M
45,214
+363%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
66,360
+3%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$3.0M
422,307
+37%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.9M
422,987
+28%
增持
VTV
VANGUARD INDEX FDS
+$2.9M
147,437
+6%
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
85,300
+79%
增持
IHDG
WISDOMTREE TR
+$2.9M
81,475
+527%
建仓
FENI
FIDELITY COVINGTON TRUST
+$2.9M
110,097
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$2.9M
594,944
+3%
增持
IJJ
ISHARES TR
+$2.9M
45,484
+100%
增持
ZTS
ZOETIS INC
+$2.9M
21,637
+167%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.8M
514,342
+25%
清仓
—
ISHARES TR
-$2.8M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
85,690
+8%
减持
JNJ
JOHNSON & JOHNSON
-$2.7M
76,239
-19%
增持
CRM
SALESFORCE INC
+$2.7M
25,808
+27%
增持
QUAL
ISHARES TR
+$2.6M
32,286
+101%
增持
VB
VANGUARD INDEX FDS
+$2.6M
57,087
+13%
增持
PJAN
INNOVATOR ETFS TR
+$2.6M
784,755
+3%
增持
PEP
PEPSICO INC
+$2.6M
46,655
+47%
增持
—
EXXON MOBIL CORP
-$2.4M
168,099
+3%
减持
AVGO
BROADCOM INC
+$2.3M
9,063
-3%
增持
MRK
MERCK & CO INC
+$2.3M
95,644
+21%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
147,987
+7%
减持
FDLO
FIDELITY COVINGTON TRUST
-$2.3M
56,970
-47%
增持
IEFA
ISHARES TR
+$2.2M
71,061
+66%
增持
EFA
ISHARES TR
+$2.2M
295,904
+2%
减持
FNDX
SCHWAB STRATEGIC TR
+$2.2M
390,057
-1%
增持
TXG
10X GENOMICS INC
+$2.2M
150,208
+0%
增持
GLD
SPDR GOLD TR
+$2.2M
46,211
+19%
增持
PDEC
INNOVATOR ETFS TR
+$2.2M
265,879
+20%
增持
BALT
INNOVATOR ETFS TR
+$2.2M
246,895
+41%
增持
PJUL
INNOVATOR ETFS TR
+$2.1M
135,648
+66%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$2.1M
213,920
+86%
减持
COST
COSTCO WHSL CORP NEW
+$2.1M
22,719
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
175,443
+24%
增持
IWY
ISHARES TR
+$2.0M
16,157
+204%
增持
TAFI
AB ACTIVE ETFS INC
+$2.0M
160,492
+94%
增持
PNOV
INNOVATOR ETFS TR
+$2.0M
139,750
+64%
减持
FNDA
SCHWAB STRATEGIC TR
+$1.9M
307,925
-1%
增持
IWR
ISHARES TR
+$1.9M
70,131
+38%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.9M
58,302
+60%
增持
IWD
ISHARES TR
+$1.9M
101,810
+4%
增持
COWZ
PACER FDS TR
+$1.9M
144,202
+27%
增持
INTC
INTEL CORP
+$1.8M
122,614
+0%
建仓
BBMC
J P MORGAN EXCHANGE TRADED F
+$1.8M
21,381
清仓
OIH
VANECK ETF TRUST
-$1.8M
0
-100%
减持
IHI
ISHARES TR
-$1.8M
27,929
-59%
增持
IWM
ISHARES TR
+$1.7M
66,681
+1%
建仓
TCAF
T ROWE PRICE ETF INC
+$1.7M
62,045
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.7M
622,861
+6%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
42,649
+194%
增持
DSI
ISHARES TR
+$1.7M
65,927
+24%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$1.7M
61,532
减持
KR
KROGER CO
-$1.7M
17,627
-68%
增持
IUSG
ISHARES TR
+$1.7M
29,265
+99%
增持
V
VISA INC
+$1.7M
49,151
+1%
增持
IMCG
ISHARES TR
+$1.6M
29,974
+507%
减持
META
META PLATFORMS INC
+$1.6M
32,286
-1%
建仓
FELG
FIDELITY COVINGTON TRUST
+$1.6M
61,717
建仓
JSML
JANUS DETROIT STR TR
+$1.6M
27,195
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.6M
283,393
+19%
增持
COIN
COINBASE GLOBAL INC
+$1.6M
10,456
+194%
增持
EFV
ISHARES TR
+$1.5M
73,228
+56%
增持
HD
HOME DEPOT INC
+$1.5M
31,930
+1%
建仓
BKIE
BNY MELLON ETF TRUST
+$1.5M
20,974
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.5M
39,842
-34%
增持
MBB
ISHARES TR
+$1.5M
36,998
+64%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.5M
213,802
+9%
减持
DE
DEERE & CO
-$1.4M
6,634
-39%
增持
SBUX
STARBUCKS CORP
+$1.4M
87,178
+15%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.4M
257,700
+10%
减持
GIS
GENERAL MLS INC
-$1.4M
14,243
-60%
增持
IUSB
ISHARES TR
+$1.4M
128,900
+23%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
74,820
-25%
增持
PFEB
INNOVATOR ETFS TR
+$1.3M
400,282
+4%
增持
ABT
ABBOTT LABS
+$1.3M
64,846
+8%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.3M
326,937
+5%
增持
IGSB
ISHARES TR
+$1.3M
38,110
+188%
清仓
MID
AMERICAN CENTY ETF TR
-$1.3M
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.3M
28,331
+226%
建仓
XISE
FIRST TR EXCHNG TRADED FD VI
+$1.3M
40,701
增持
PLD
PROLOGIS INC.
+$1.2M
47,116
+5%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$1.2M
5,741
增持
FDIS
FIDELITY COVINGTON TRUST
+$1.2M
37,476
+52%
减持
GOOGL
ALPHABET INC
+$1.2M
152,823
-1%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.2M
471,316
+2%
增持
EMXC
ISHARES INC
+$1.2M
96,584
+17%
减持
SRE
SEMPRA
-$1.2M
9,097
-68%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.2M
58,038
-36%
