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LGL PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LGL PARTNERS, LLC
报告期 2026-03-31 · CIK 0001653202
持仓数
66
前50大市值合计
$239.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 105 项
建仓 6
增持 42
减持 39
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
VTEB
VANGUARD MUN BD FDS
-$30.0M
132,716
-80%
减持
IEI
ISHARES TR
-$20.2M
101,609
-60%
增持
IWV
ISHARES TR
-$4.2M
296,464
+0%
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
SPYG
SPDR SER TR
-$4.2M
686,175
+0%
增持
SCHB
SCHWAB STRATEGIC TR
-$3.9M
1,327,054
+101%
增持
EFA
ISHARES TR
-$3.9M
824,060
+1%
减持
VTI
VANGUARD INDEX FDS
-$3.0M
207,309
-0%
增持
AMLP
ALPS ETF TR
+$2.7M
436,452
+2%
增持
IJH
ISHARES TR
-$2.2M
156,364
+0%
减持
IEMG
ISHARES INC
-$2.2M
259,609
-7%
减持
AMZN
AMAZON COM INC
-$2.1M
739
-46%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.9M
920,062
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$1.6M
140,847
+3%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.6M
527,073
+0%
减持
AAPL
APPLE INC
-$1.4M
30,089
-20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
493,077
+1%
增持
SCHE
SCHWAB STRATEGIC TR
-$1.3M
724,960
+0%
增持
IJR
ISHARES TR
-$1.3M
210,136
+1%
减持
OEF
ISHARES TR
-$1.2M
11,046
-30%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
1,375
-69%
减持
MSFT
MICROSOFT CORP
-$841.0K
3,492
-39%
增持
VTV
VANGUARD INDEX FDS
+$686.0K
473,487
+1%
减持
GOOGL
ALPHABET INC
-$684.0K
784
-21%
减持
AMT
AMERICAN TOWER CORP NEW
-$654.0K
1,650
-55%
清仓
CSCO
CISCO SYS INC
-$645.0K
0
-100%
减持
GOOG
ALPHABET INC
-$523.0K
281
-38%
增持
IVV
ISHARES TR
+$509.0K
15,571
+13%
清仓
JPM
JPMORGAN CHASE & CO
-$506.0K
0
-100%
减持
META
META PLATFORMS INC
-$418.0K
3,289
-4%
减持
NKE
NIKE INC
-$418.0K
7,334
-13%
清仓
PEP
PEPSICO INC
-$400.0K
0
-100%
增持
DVY
ISHARES TR
+$381.0K
59,834
+1%
减持
IEFA
ISHARES TR
-$329.0K
29,318
-8%
清仓
MMM
3M CO
-$319.0K
0
-100%
建仓
XBI
SPDR SER TR
+$317.0K
3,525
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$313.0K
686
清仓
MS
MORGAN STANLEY
-$288.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$284.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$274.0K
5,260
-18%
清仓
SLV
ISHARES SILVER TR
-$269.0K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$267.0K
1,420
减持
QQQ
INVESCO QQQ TR
-$266.0K
2,658
-14%
清仓
TSLA
TESLA INC
-$265.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$242.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$238.0K
3,200
清仓
ISCB
ISHARES TR
-$234.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$217.0K
0
-100%
建仓
WMT
WALMART INC
+$204.0K
1,367
清仓
USRT
ISHARES TR
-$203.0K
0
-100%
清仓
SAM
BOSTON BEER INC
-$202.0K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$200.0K
0
-100%
清仓
—
ASML HOLDING N V
-$200.0K
0
-100%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$196.0K
0
-100%
减持
ITM
VANECK ETF TRUST
-$170.0K
23,687
-6%
增持
—
MEDTRONIC PLC
+$169.0K
4,204
+46%
减持
V
VISA INC
-$153.0K
4,294
-16%
减持
PG
PROCTER AND GAMBLE CO
-$149.0K
2,659
-22%
清仓
—
AEA-BRIDGES IMPACT CORP
-$148.0K
0
-100%
增持
MLPA
GLOBAL X FDS
+$142.0K
23,970
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$138.0K
6,495
-9%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$131.0K
673
-20%
减持
NEE
NEXTERA ENERGY INC
-$119.0K
5,010
-14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$117.0K
13,199
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$107.0K
4,074
-21%
增持
OWL
BLUE OWL CAPITAL INC
+$106.0K
20,345
+100%
减持
—
UNILEVER PLC
-$89.0K
9,635
-2%
增持
GLD
SPDR GOLD TR
+$70.0K
4,332
+4%
增持
HD
HOME DEPOT INC
-$63.0K
1,191
+18%
减持
—
TWITTER INC
-$63.0K
7,470
-8%
增持
GDX
VANECK ETF TRUST
+$61.0K
6,800
+9%
增持
IVLU
ISHARES TR
+$60.0K
932,227
+0%
减持
IWM
ISHARES TR
-$60.0K
2,634
-3%
减持
—
WHEELS UP EXPERIENCE INC
-$60.0K
34,724
-4%
减持
MUB
ISHARES TR
-$55.0K
6,855
-1%
减持
BAC
BK OF AMERICA CORP
-$55.0K
5,290
-14%
清仓
—
AVALO THERAPEUTICS INC
-$49.0K
0
-100%
减持
ORCL
ORACLE CORP
-$48.0K
7,761
-2%
建仓
—
APTINYX INC
+$44.0K
19,200
减持
TME
TENCENT MUSIC ENTMT GROUP
-$44.0K
15,000
-12%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$43.0K
7,870
-8%
增持
SBUX
STARBUCKS CORP
-$42.0K
4,627
+17%
增持
SHY
ISHARES TR
+$42.0K
3,450
+20%
增持
IWF
ISHARES TR
-$42.0K
1,510
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$42.0K
21,825
-3%
增持
IWR
ISHARES TR
-$40.0K
8,452
+0%
增持
MCD
MCDONALDS CORP
-$39.0K
1,891
+0%
减持
GD
GENERAL DYNAMICS CORP
+$38.0K
2,212
-7%
减持
BIIB
BIOGEN INC
-$37.0K
1,163
-1%
增持
IWB
ISHARES TR
-$35.0K
2,568
+0%
增持
—
GRAB HOLDINGS LIMITED
-$32.0K
23,500
+47%
增持
ET
ENERGY TRANSFER L P
+$31.0K
10,397
+1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$28.0K
2,205
+4%
增持
NVO
NOVO-NORDISK A S
+$23.0K
4,226
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$23.0K
3,856
+0%
增持
IEV
ISHARES TR
-$22.0K
5,471
+0%
减持
AXP
AMERICAN EXPRESS CO
+$18.0K
3,636
-10%
增持
KBE
SPDR SER TR
-$11.0K
5,769
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$10.0K
6,492
+0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$9.0K
6,159
-1%
增持
—
SOCIAL CAPITAL HEDOSOPHA HLD
+$9.0K
50,000
+85%
增持
—
ACCENTURE PLC IRELAND
+$8.0K
1,100
+26%
增持
SPSB
SPDR SER TR
-$7.0K
9,036
+0%
增持
AIVL
WISDOMTREE TR
-$5.0K
2,698
+0%
增持
IVE
ISHARES TR
-$1.0K
1,749
+0%
减持
JNJ
JOHNSON & JOHNSON
+$0
3,075
-4%
