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LVZ, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LVZ, Inc.
报告期 2026-03-31 · CIK 0001574408
持仓数
161
前50大市值合计
$823.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q2
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 141 项
建仓 46
增持 67
减持 23
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DUHP
DIMENSIONAL ETF TRUST
+$52.9M
2,233,874
+6736%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$38.9M
779,883
+15954%
减持
GSLC
GOLDMAN SACHS ETF TR
-$33.0M
8,290
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。
-98%
减持
STIP
ISHARES TR
-$31.8M
4,549
-99%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$12.5M
14,546
-95%
减持
IEFA
ISHARES TR
-$12.2M
533,429
-30%
减持
IJH
ISHARES TR
+$7.8M
517,057
-0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.7M
1,118,144
-2%
增持
IJR
ISHARES TR
+$2.9M
698,289
+2%
建仓
IEUR
ISHARES TR
+$2.7M
57,659
建仓
IPAC
ISHARES TR
+$2.6M
49,360
建仓
IEMG
ISHARES INC
+$2.6M
55,452
减持
AGG
ISHARES TR
-$2.5M
286,169
-4%
减持
IVE
ISHARES TR
+$1.6M
575,155
-3%
建仓
HFRO
HIGHLAND INCOME FD
+$1.4M
136,680
增持
AAPL
APPLE INC
+$1.3M
19,475
+122%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.3M
21,597
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$1.3M
26,510
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$1.1M
51,601
建仓
CASS
CASS INFORMATION SYS INC
+$1.1M
23,451
增持
BIBL
NORTHERN LTS FD TR IV
+$1.0M
181,593
+20%
增持
DFUS
DIMENSIONAL ETF TRUST
+$922.6K
63,750
+50%
增持
TPLC
TIMOTHY PLAN
+$899.5K
81,746
+39%
建仓
XLV
SELECT SECTOR SPDR TR
+$816.9K
6,013
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$806.1K
68,262
+44%
增持
FDVV
FIDELITY COVINGTON TRUST
+$745.7K
68,062
+36%
增持
FBND
FIDELITY MERRIMACK STR TR
+$742.1K
21,459
+346%
减持
IVV
ISHARES TR
-$720.0K
6,687
-23%
增持
IVW
ISHARES TR
+$649.5K
846,897
+5%
增持
IJJ
ISHARES TR
+$645.6K
21,187
+34%
减持
TPIF
TIMOTHY PLAN
-$607.3K
65,550
-30%
增持
HYG
ISHARES TR
+$605.2K
27,125
+43%
增持
MLPA
GLOBAL X FDS
+$591.8K
38,528
+42%
清仓
CSB
VICTORY PORTFOLIOS II
-$588.0K
0
-100%
减持
IGE
ISHARES TR
-$582.9K
31,040
-39%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$568.3K
42,802
+12%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$554.7K
20,316
+44%
建仓
NREF
NEXPOINT REAL ESTATE FIN INC
+$503.8K
31,705
增持
DFAS
DIMENSIONAL ETF TRUST
+$441.8K
29,928
+32%
建仓
STK
COLUMBIA SELIGM PREM TECH GR
+$434.9K
18,720
建仓
SLV
ISHARES SILVER TR
+$423.0K
19,212
建仓
SPY
SPDR S&P 500 ETF TR
+$394.7K
1,032
清仓
—
ICON PLC
-$392.0K
0
-100%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$387.0K
45,586
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$374.9K
24,499
+41%
增持
DFCF
DIMENSIONAL ETF TRUST
+$373.5K
27,252
+57%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$361.7K
23,762
建仓
CII
BLACKROCK ENHANCD CAP & INM
+$356.1K
20,801
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$352.6K
2,503
建仓
RMD
RESMED INC
+$334.0K
1,605
建仓
DE
DEERE & CO
+$332.3K
775
建仓
PLAB
PHOTRONICS INC
+$317.8K
18,881
建仓
TEX
TEREX CORP NEW
+$309.2K
7,237
增持
AMZN
AMAZON COM INC
+$301.6K
12,829
+76%
清仓
SMTC
SEMTECH CORP
-$301.0K
0
-100%
减持
MPC
MARATHON PETE CORP
+$296.3K
8,981
-1%
建仓
AVNT
AVIENT CORPORATION
+$288.9K
8,557
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$277.0K
23,544
+15%
增持
V
VISA INC
+$274.4K
3,366
+56%
建仓
TTC
TORO CO
+$271.7K
2,400
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$271.3K
20,995
+22%
清仓
HAS
HASBRO INC
-$267.0K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$262.1K
2,729
建仓
SHY
ISHARES TR
+$261.7K
3,224
建仓
HD
HOME DEPOT INC
+$255.8K
810
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$245.2K
3,838
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$244.7K
23,023
+9%
建仓
QQQ
INVESCO QQQ TR
+$241.0K
905
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$237.8K
14,753
清仓
—
INVESCO LTD
-$236.0K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$235.9K
1,234
增持
ISMD
NORTHERN LTS FD TR IV
+$234.1K
116,907
+2%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$229.1K
4,744
-24%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$224.9K
728
建仓
XMLV
INVESCO EXCH TRADED FD TR II
+$224.6K
4,199
建仓
DJUN
FIRST TR EXCHNG TRADED FD VI
+$219.0K
6,778
建仓
GSST
GOLDMAN SACHS ETF TR
+$218.9K
4,417
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$218.6K
5,980
建仓
LLY
LILLY ELI & CO
+$217.7K
595
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$217.4K
2,773
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$209.5K
632
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$208.4K
17,066
-20%
建仓
VECO
VEECO INSTRS INC DEL
+$203.0K
10,927
增持
DFSD
DIMENSIONAL ETF TRUST
+$202.8K
21,476
+28%
建仓
FISV
FISERV INC
+$202.2K
2,001
增持
GGN
GAMCO GLOBAL GOLD NAT RES &
+$191.0K
62,798
+504%
增持
TSLA
TESLA INC
-$184.1K
1,915
+207%
增持
FCX
FREEPORT-MCMORAN INC
+$177.7K
16,703
+7%
增持
MSFT
MICROSOFT CORP
+$157.0K
2,368
+48%
建仓
ETW
EATON VANCE TAX-MANAGED GLOB
+$156.8K
20,200
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$154.4K
17,136
建仓
XFOFX
COHEN & STEERS CLOSED-END OP
+$149.8K
14,335
建仓
ASG
LIBERTY ALL-STAR GROWTH FD I
+$147.2K
29,855
增持
ETSY
ETSY INC
+$140.9K
2,980
+1%
增持
ITOT
ISHARES TR
+$126.0K
30,507
+4%
增持
NEAR
ISHARES U S ETF TR
+$126.0K
18,022
+17%
建仓
XETYX
EATON VANCE TAX-MANAGED DIVE
+$122.9K
11,314
增持
GNTX
GENTEX CORP
+$113.2K
23,513
+25%
增持
WMT
WALMART INC
+$112.2K
2,900
+18%
增持
JPM
JPMORGAN CHASE & CO
+$110.4K
4,746
+2%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$107.6K
14,258
增持
AMGN
AMGEN INC
+$106.8K
1,853
+19%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
-$96.2K
11,338
+6%
建仓
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$85.0K
15,715
增持
TIP
ISHARES TR
+$72.5K
2,673
+43%
增持
GD
GENERAL DYNAMICS CORP
+$71.0K
2,027
+4%
增持
CSCO
CISCO SYS INC
+$70.7K
8,516
+8%
减持
SYK
STRYKER CORPORATION
+$65.7K
2,318
-8%
减持
DFAI
DIMENSIONAL ETF TRUST
-$62.0K
25,878
-12%
增持
AMAT
APPLIED MATLS INC
+$58.9K
7,372
+2%
增持
HON
HONEYWELL INTL INC
+$58.3K
1,308
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$55.6K
1,706
+5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$52.2K
79,333
-1%
增持
FLOT
ISHARES TR
+$48.6K
10,065
+10%
增持
VVV
VALVOLINE INC
+$46.9K
9,676
+4%
增持
HWC
HANCOCK WHITNEY CORPORATION
+$45.1K
8,082
+3%
增持
DAPR
FIRST TR EXCHNG TRADED FD VI
+$43.3K
14,777
+10%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$42.3K
8,212
+2%
增持
—
PHYSICIANS RLTY TR
-$39.7K
18,332
+5%
减持
—
EXXON MOBIL CORP
+$39.6K
3,795
-14%
增持
PG
PROCTER AND GAMBLE CO
+$36.4K
3,289
+2%
增持
BYD
BOYD GAMING CORP
+$36.3K
5,103
+5%
增持
C
CITIGROUP INC
+$31.4K
6,177
+14%
增持
MTB
M & T BK CORP
-$28.8K
2,966
+3%
减持
FMB
FIRST TR EXCH TRADED FD III
-$26.8K
5,632
-8%
增持
WU
WESTERN UN CO
-$22.8K
13,160
+6%
增持
JNJ
JOHNSON & JOHNSON
+$22.8K
1,442
+10%
增持
SLQD
ISHARES TR
+$21.4K
5,880
+10%
增持
—
SYNOVUS FINL CORP
+$21.4K
6,321
+5%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$21.3K
6,528
-13%
减持
TPHD
TIMOTHY PLAN
+$18.7K
84,242
-4%
增持
F
FORD MTR CO DEL
+$17.7K
13,907
+8%
增持
IBD
NORTHERN LTS FD TR IV
+$13.8K
79,940
+2%
增持
SUSA
ISHARES TR
+$12.8K
2,876
+4%
增持
CTRA
COTERRA ENERGY INC
-$10.8K
20,277
+3%
增持
CMA
COMERICA INC
-$8.2K
3,438
+6%
增持
PFE
PFIZER INC
+$6.6K
15,976
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.2K
762
-4%
增持
—
ACTIVISION BLIZZARD INC
+$5.0K
4,128
+3%
增持
FITB
FIFTH THIRD BANCORP
-$1.6K
7,633
+2%
减持
SO
SOUTHERN CO
-$187
6,649
-0%