小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
LVM CAPITAL MANAGEMENT LTD/MI 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LVM CAPITAL MANAGEMENT LTD/MI
报告期 2026-03-31 · CIK 0001053054
持仓数
160
前50大市值合计
$974.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 143 项
建仓 21
增持 46
减持 68
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
AVGO
BROADCOM
+$78.4M
337,954
清仓
—
BROADCOM
-$62.8M
0
-100%
减持
AAPL
APPLE
+$13.6M
394,482
-2%
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。
减持
AMGN
AMGEN
-$8.2M
40,671
-32%
减持
HSY
HERSHEY
-$7.4M
22,315
-63%
减持
CVX
CHEVRON
-$7.1M
61,210
-40%
增持
—
ISHARES MSCI INTERNATIONAL QUA
+$7.0M
215,778
+714%
增持
AXP
AMERICAN EXPRESS
+$6.2M
86,344
+3%
减持
—
ICON
-$6.1M
58,717
-0%
增持
EOG
EOG RESOURCES
+$5.6M
81,762
+135%
增持
AMAT
APPLIED MATERIALS
-$5.5M
81,220
+2%
减持
MS
MORGAN STANLEY
+$5.5M
196,009
-0%
减持
MSFT
MICROSOFT
-$5.4M
178,152
-1%
建仓
EMXC
ISHARES MSCI EMERGING MARKETS
+$4.6M
82,516
减持
CSCO
CISCO SYSTEMS
+$4.3M
398,675
-2%
增持
LLY
ELI LILLY
+$4.0M
48,562
+31%
增持
CRM
SALESFORCE
+$4.0M
46,266
+3%
增持
FTNT
FORTINET
+$3.6M
89,827
+11%
增持
ABBV
ABBVIE
+$2.2M
163,273
+4%
增持
PANW
PALO ALTO NETWORKS
+$2.0M
45,493
+146%
减持
IDA
IDACORP
+$1.9M
120,742
-0%
增持
IAU
ISHARES GOLD TRUST ETF
+$1.9M
290,431
+2%
减持
KR
KROGER
+$1.8M
211,471
-5%
增持
VRTX
VERTEX PHARMACEUTICALS
-$1.8M
30,383
+1%
增持
HUBB
HUBBELL
+$1.8M
27,506
+4%
增持
NOC
NORTHROP GRUMMAN
+$1.7M
32,602
+5%
减持
PFE
PFIZER
-$1.7M
288,049
-14%
减持
HD
HOME DEPOT
+$1.7M
56,576
-4%
增持
—
EXXON MOBIL
-$1.4M
247,348
+2%
减持
SBUX
STARBUCKS
-$1.2M
54,290
-32%
减持
—
MEDTRONIC
-$1.1M
18,103
-43%
增持
LMT
LOCKHEED MARTIN
+$1.0M
34,363
+2%
建仓
UAL
UNITED AIRLINES
+$1.0M
10,605
减持
DLR
DIGITAL REALTY TRUST
+$998.0K
48,625
-3%
减持
O
REALTY INCOME
-$932.0K
82,042
-18%
增持
DGRS
WISDOMTREE US SMALLCAP DIV GRO
+$900.0K
135,035
+6%
减持
INTC
INTEL
-$873.0K
28,789
-39%
减持
DGRW
WISDOMTREE US DIV GROWTH ETF
+$837.0K
293,202
-0%
清仓
HON
HONEYWELL
-$807.0K
0
-100%
减持
GOOGL
ALPHABET CL A
+$727.0K
137,978
-1%
清仓
MPWR
MONOLITHIC POWER SYSTEMS
-$689.0K
0
-100%
减持
TD
TORONTO-DOMINION BANK
-$685.0K
27,181
-30%
建仓
OKE
ONEOK
+$679.0K
6,765
增持
IBM
INTERNATIONAL BUSINESS MACHINE
+$679.0K
11,982
+6%
清仓
CNP
CENTERPOINT ENERGY
-$668.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$661.0K
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES
+$643.0K
1,665
清仓
BBY
BEST BUY
-$633.0K
0
-100%
建仓
NRG
NRG ENERGY
+$616.0K
6,823
清仓
IP
INTERNATIONAL PAPER
-$611.0K
0
-100%
建仓
TGT
TARGET
+$595.0K
4,404
减持
DG
DOLLAR GENERAL
-$591.0K
3,465
-46%
建仓
OMC
OMNICOM GROUP
+$585.0K
6,795
减持
USB
US BANCORP
-$578.0K
5,116
-75%
减持
SYK
STRYKER
+$550.0K
37,260
-1%
建仓
WYNN
WYNN RESORTS
+$532.0K
6,170
减持
T
AT&T
-$524.0K
30,424
-52%
建仓
MTD
METTLER-TOLEDO INTERNATIONAL
+$498.0K
407
增持
JPM
JPMORGAN CHASE
+$476.0K
12,584
+0%
减持
JNJ
JOHNSON & JOHNSON
-$476.0K
149,579
-1%
减持
PM
PHILIP MORRIS
+$468.0K
25,111
-0%
建仓
FCX
FREEPORT-MCMORAN
+$462.0K
12,130
减持
PG
PROCTER & GAMBLE
+$459.0K
182,299
-0%
减持
COST
COSTCO WHOLESALE
-$445.0K
612
-48%
减持
MO
ALTRIA GROUP
+$439.0K
89,414
-4%
减持
SPY
SPDR S&P 500 EQUITY ETF
+$426.0K
21,552
-4%
增持
—
NVENT ELECTRIC
-$409.0K
151,221
+8%
减持
MRK
MERCK
-$367.0K
12,880
-3%
减持
PEP
PEPSICO
-$361.0K
27,683
-0%
增持
WM
WASTE MANAGEMENT
-$319.0K
30,758
+1%
增持
AMZN
AMAZON.COM
+$308.0K
5,776
+16%
建仓
CDNS
CADENCE DESIGN SYSTEMS
+$281.0K
935
增持
SCHD
SCHWAB US DIVIDEND EQ ETF
+$251.0K
123,036
+208%
增持
CAT
CATERPILLAR
+$251.0K
2,552
+26%
建仓
TJX
TJX
+$250.0K
2,068
建仓
BX
BLACKSTONE GROUP LP
+$249.0K
1,443
增持
BMY
BRISTOL-MYERS SQUIBB
+$232.0K
14,054
+4%
减持
DHS
WISDOMTREE HIGH DIVIDEND ETF
+$226.0K
44,229
-4%
建仓
TXN
TEXAS INSTRUMENTS
+$224.0K
1,193
建仓
PH
PARKER-HANNIFIN
+$222.0K
349
增持
IVV
ISHARES S&P 500 INDEX ETF
+$220.0K
903
+58%
建仓
—
BLACKROCK
+$220.0K
215
增持
GLD
SPDR GOLD TRUST ETF
+$214.0K
6,325
+3%
减持
BRK/B
BERKSHIRE HATHAWAY CL B
+$213.0K
4,610
-0%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ET
+$211.0K
730
建仓
EMR
EMERSON ELECTRIC
+$209.0K
1,689
清仓
BA
BOEING
-$206.0K
0
-100%
增持
DE
DEERE
+$203.0K
2,332
+11%
建仓
—
TRANE
+$203.0K
550
建仓
USMV
ISHARES MSCI USA MINIMUM VOLAT
+$202.0K
2,280
减持
ADBE
ADOBE
-$183.0K
783
-18%
增持
V
VISA CL A
+$161.0K
2,143
+9%
减持
MMM
3M
+$144.0K
7,009
-6%
减持
PSX
PHILLIPS 66
-$138.0K
4,645
-2%
减持
ABT
ABBOTT LABS
+$113.0K
31,479
-5%
增持
META
META PLATFORMS
+$111.0K
796
+13%
减持
TRV
TRAVELERS
+$98.0K
3,256
-3%
增持
SRE
SEMPRA ENERGY
+$90.0K
6,677
+2%
增持
IXUS
ISHARES CORE INTERNATIONAL STO
+$88.0K
64,266
+4%
增持
—
ASTRAZENECA ADR
-$83.0K
7,411
+2%
增持
GOOG
ALPHABET CL C
+$80.0K
11,072
+0%
减持
NVDA
NVIDIA
-$80.0K
7,425
-15%
减持
VUG
VANGUARD GROWTH ETF
-$77.0K
838
-26%
减持
ORCL
ORACLE
+$75.0K
5,311
-7%
减持
WMT
WALMART
+$71.0K
4,609
-9%
减持
SPTM
SPDR PORTFOLIO TOTAL EQUITY MA
+$71.0K
59,243
-6%
减持
BAC
BANK OF AMERICA
+$70.0K
18,533
-1%
减持
NOBL
PROSHARES S&P 500 DIVIDEND ARI
-$69.0K
8,015
-11%
增持
DUK
DUKE ENERGY
+$69.0K
4,312
+9%
减持
XLY
SPDR CONSUMER DISCRETIONARY ET
+$68.0K
1,843
-3%
增持
SPGI
S&P GLOBAL
+$67.0K
707
+11%
减持
CMA
COMERICA
+$62.0K
29,307
-15%
减持
RTX
RTX CORP
+$62.0K
7,727
-7%
增持
MA
MASTERCARD
+$62.0K
713
+0%
减持
CLX
CLOROX
+$60.0K
3,266
-5%
减持
PNC
PNC FINANCIAL
+$58.0K
3,267
-11%
减持
GIS
GENERAL MILLS
-$58.0K
6,685
-13%
减持
AMT
AMERICAN TOWER
-$52.0K
3,882
-1%
增持
APD
AIR PRODUCTS & CHEMICALS
+$51.0K
1,132
+6%
减持
MCD
MCDONALDS
+$51.0K
3,325
-7%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
+$49.0K
4,024
-1%
增持
VZ
VERIZON COMMUNICATIONS
+$48.0K
12,240
+15%
减持
KO
COCA-COLA
-$45.0K
28,471
-0%
增持
—
EATON
+$43.0K
1,643
+3%
减持
FAST
FASTENAL
+$40.0K
4,500
-0%
减持
IJH
ISHARES S&P MID-CAP EQUITY ETF
+$39.0K
17,032
-3%
增持
TMO
THERMO FISHER SCIENTIFIC
-$36.0K
1,164
+0%
增持
NEE
NEXTERA ENERGY
+$36.0K
22,192
+1%
增持
KMB
KIMBERLY CLARK
+$34.0K
4,929
+11%
增持
XLV
SPDR HEALTH CARE SECTOR ETF
+$31.0K
7,622
+9%
减持
EES
WISDOMTREE SMALLCAP EARNINGS E
+$26.0K
4,241
-2%
增持
CTAS
CINTAS
+$24.0K
5,482
+293%
减持
CL
COLGATE PALMOLIVE
-$22.0K
3,184
-1%
减持
GD
GENERAL DYNAMICS
-$22.0K
775
-1%
减持
XLK
TECHNOLOGY SECTOR SPDR ETF
-$21.0K
9,720
-4%
增持
UNH
UNITEDHEALTH GROUP
+$21.0K
2,758
+2%
减持
DTH
WISDOMTREE INTERNATIONAL DIVID
-$19.0K
5,880
-6%
减持
DIS
WALT DISNEY
+$19.0K
36,721
-10%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$17.0K
10,100
-4%
减持
TDIV
FIRST TRUST TECHNOLOGY DIVIDEN
+$15.0K
6,725
-1%
增持
VXRT
VAXART
+$9.0K
25,000
+100%
减持
SYY
SYSCO
+$9.0K
40,683
-6%
减持
IWF
ISHARES RUSSELL 1000 GROWTH IN
+$9.0K
1,465
-8%
