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LVW Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LVW Advisors, LLC

报告期 2026-03-31 · CIK 0001576053

持仓数

436

前50大市值合计

$809.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$88.7M

1,158,465

11.0%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$75.0M

1,169,707

9.3%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$51.3M

2,112,985

6.3%

STIP ISHARES TR

0-5 YR TIPS ETF

$43.3M

418,646

5.4%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$41.4M

1,348,255

5.1%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$35.9M

465,127

4.4%

AAPL APPLE INC

COM

$35.4M

139,611

4.4%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$35.1M

319,679

4.3%

CGGO CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI

$34.8M

1,044,217

4.3%

TAFM AB ACTIVE ETFS INC

TAX AWARE INTERM

$24.7M

977,159

3.1%

CGIE CAPITAL GROUP INTERNATIONAL

SHS

$24.6M

728,079

3.0%

SUB ISHARES TR

SHRT NAT MUN ETF

$24.5M

230,341

3.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT · 认沽

$24.4M

37,500

3.0%

NVDA NVIDIA CORPORATION

COM

$23.1M

132,710

2.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$20.7M

47,476

2.6%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$16.0M

217,865

2.0%

JPM JPMORGAN CHASE & CO

COM

$13.8M

46,852

1.7%

MSFT MICROSOFT CORP

COM

$13.6M

36,854

1.7%

IJR ISHARES TR

CORE S&P SCP ETF

$13.1M

105,491

1.6%

GOOG ALPHABET INC

CAP STK CL C

$12.0M

41,793

1.5%

AMZN AMAZON COM INC

COM

$11.4M

54,638

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$10.7M

37,295

1.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$10.1M

347,439

1.3%

AVGO BROADCOM INC

COM

$8.2M

26,358

1.0%

PYLD PIMCO ETF TR

MULTISECTOR BD

$8.1M

309,770

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$7.8M

16,336

1.0%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$7.5M

138,909

0.9%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$7.1M

70,784

0.9%

META META PLATFORMS INC

CL A

$6.2M

10,864

0.8%

V VISA INC

COM CL A

$6.1M

20,296

0.8%

JNJ JOHNSON & JOHNSON

COM

$5.9M

24,220

0.7%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$5.7M

9,456

0.7%

EMXC ISHARES INC

MSCI EMRG CHN

$4.6M

58,062

0.6%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$4.5M

181,472

0.6%

ABBV ABBVIE INC

COM

$4.2M

19,533

0.5%

TSLA TESLA INC

COM

$4.0M

10,787

0.5%

— EXXON MOBIL CORP

COM

$4.0M

23,462

0.5%

NEAR ISHARES U S ETF TR

SHORT DURATION B

$3.6M

71,132

0.4%

MO ALTRIA GROUP INC

COM

$3.6M

54,464

0.4%

CSCO CISCO SYS INC

COM

$3.4M

44,173

0.4%

— CHUBB LTD SWITZ

COM

$3.4M

10,411

0.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.3M

5,134

0.4%

GILD GILEAD SCIENCES INC

COM

$3.3M

23,548

0.4%

LLY ELI LILLY & CO

COM

$3.2M

3,495

0.4%

USB US BANCORP

COM NEW

$3.2M

60,681

0.4%

MA MASTERCARD INCORPORATED

CL A

$3.1M

6,133

0.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$3.0M

8,835

0.4%

MRK MERCK & CO INC

COM

$2.9M

24,244

0.4%

GD GENERAL DYNAMICS CORP

COM

$2.9M

8,313

0.4%

WMT WALMART INC

COM

$2.8M

22,384

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

SPYM11.0%VEA9.3%SCHO6.3%STIP5.4%SCHD5.1%BIV4.4%