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数据来源:SEC及其他第三方非公开数据库

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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 82 项建仓 5增持 54减持 17清仓 6

方向

标的

Δ市值

现股数(环比)

减持

VWO VANGUARD INTL EQUITY INDEX F

-$21.8M

23,034 -95%

减持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

-$13.6M

17,680 -93%

增持

IWV ISHARES TR

-$13.1M

297,327

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。

+0%

减持

SCHE SCHWAB STRATEGIC TR

-$9.5M

419,135 -42%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

-$9.0M

697,679 +2%

增持

SPY SPDR S&P 500 ETF

-$8.5M

145,975 +4%

增持

EFA ISHARES TR

-$8.0M

843,279 +2%

增持

VTI VANGUARD INDEX FDS

-$8.0M

208,068 +0%

增持

IJH ISHARES TR

-$6.4M

157,239 +1%

增持

VTV VANGUARD INDEX FDS

-$4.9M

493,153 +4%

增持

SCHF SCHWAB STRATEGIC TR

-$4.3M

937,916 +2%

增持

SCHB SCHWAB STRATEGIC TR

-$4.3M

1,506,714 +14%

增持

VEA VANGUARD TAX-MANAGED INTL FD

-$3.5M

534,013 +1%

增持

IJR ISHARES TR

-$3.1M

212,117 +1%

增持

AMLP ALPS ALERIAN MLP ETF

-$1.4M

444,666 +2%

减持

AAPL APPLE INC

-$1.1M

30,024 -0%

增持

IVV ISHARES TR

-$883.0K

16,304 +5%

增持

AMZN AMAZON COM INC

-$860.0K

14,580 +1873%

增持

XBI SPDR S&P BIOTECH ETF

+$852.0K

15,735 +346%

增持

DVY ISHARES TR

-$575.0K

60,264 +1%

建仓

PGJ INVESCO GOLDEN DRAGON CHINA ETF

+$409.0K

12,544

增持

GOOGL ALPHABET INC CAP STK CL A

-$363.0K

834 +6%

增持

FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX

+$317.0K

4,598 +224%

清仓

CTSH COGNIZANT TECHNOLOGY SOLUTIO

-$303.0K

0 -100%

增持

IEFA ISHARES CORE MSCI EAFE ETF

-$285.0K

29,790 +2%

增持

IVLU ISHARES MSCI INTL VALUE FACTOR ETF

-$280.0K

1,057,032 +13%

减持

CHRW C H ROBINSON WORLDWIDE INC COM NEW

-$272.0K

3,861 -37%

清仓

GDX VANECK ETF TRUST

-$261.0K

0 -100%

减持

META META PLATFORMS INC CL A

-$249.0K

2,989 -9%

增持

IEI ISHARES TR

-$245.0K

101,857 +0%

清仓

XLU SELECT SECTOR SPDR TR

-$238.0K

0 -100%

增持

VIG VANGUARD SPECIALIZED FUNDS

-$237.0K

13,264 +0%

减持

ITM VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL ETF

-$227.0K

19,567 -17%

清仓

BAC BK OF AMERICA CORP

-$218.0K

0 -100%

减持

MSFT MICROSOFT CORP

-$211.0K

3,372 -3%

建仓

SLV ISHARES SILVER TRUST

+$205.0K

11,000

减持

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS

-$202.0K

4,440 -32%

增持

NKE NIKE INC

-$202.0K

7,678 +5%

增持

VTEB VANGUARD MUN BD FDS

-$189.0K

133,279 +0%

增持

QQQ INVESCO QQQ TRUST

-$176.0K

2,811 +6%

增持

AXP AMERICAN EXPRESS CO

-$176.0K

3,638 +0%

减持

IWM ISHARES TR

-$166.0K

2,217 -16%

增持

GOOG ALPHABET INC CAP STK CL C

-$148.0K

291 +4%

增持

XLF FINANCIAL SELECT SECTOR SPDR FUND

-$138.0K

22,194 +2%

建仓

COGT COGENT BIOSCIENCES INC COM

+$131.0K

14,500

清仓

PAGP PLAINS GP HLDGS L P

-$117.0K

0 -100%

增持

IWR ISHARES TR

-$112.0K

8,479 +0%

减持

MAR MARRIOTT INTL INC NEW

-$111.0K

2,580 -2%

增持

IWB ISHARES TR

-$107.0K

2,576 +0%

增持

DIS DISNEY WALT CO

-$97.0K

6,605 +26%

增持

IWF ISHARES TR

-$88.0K

1,512 +0%

增持

ORCL ORACLE CORP COM

-$87.0K

7,945 +2%

减持

NVO NOVO-NORDISK A S

-$76.0K

3,529 -16%

增持

SBUX STARBUCKS CORP

-$67.0K

4,634 +0%

增持

MLPA GLOBAL X MLP ETF

-$65.0K

24,439 +2%

增持

VT VANGUARD INTL EQUITY INDEX F

-$61.0K

3,865 +0%

减持

SHY ISHARES TR

-$60.0K

2,755 -20%

增持

— MEDTRONIC PLC SHS

-$50.0K

4,637 +10%

减持

GD GENERAL DYNAMICS CORP

-$50.0K

2,188 -1%

增持

KBE SPDR S&P BANK ETF

-$47.0K

5,808 +1%

减持

RTX RAYTHEON TECHNOLOGIES CORP COM

-$46.0K

7,640 -3%

增持

GLD SPDR GOLD SHARES

-$45.0K

4,382 +1%

清仓

— APTINYX INC

-$44.0K

0 -100%

增持

NEE NEXTERA ENERGY INC COM

-$36.0K

5,012 +0%

增持

IEV ISHARES TR

-$35.0K

5,622 +3%

建仓

— SAB BIOTHERAPEUTICS INC COM

+$33.0K

23,000

减持

WMB WILLIAMS COS INC

-$32.0K

7,800 -5%

增持

IVE ISHARES TR

-$31.0K

1,756 +0%

增持

MUB ISHARES TR

+$29.0K

7,342 +7%

增持

WMT WALMART INC

+$27.0K

1,897 +39%

增持

AIVL WISDOMTREE US DIVIDEND EX-FINANCIALS FUND

-$26.0K

2,711 +0%

减持

PG PROCTER AND GAMBLE CO

-$25.0K

2,651 -0%

增持

— SOCIAL CAPITAL HEDOSOPHA HLDNG WT EXP 092625

-$23.0K

82,000 +64%

增持

— ACCENTURE PLC IRELAND SHS CLASS A

-$19.0K

1,267 +15%

增持

— UNILEVER PLC

+$16.0K

9,918 +3%

增持

HD HOME DEPOT INC

+$13.0K

1,350 +13%

增持

ET ENERGY TRANSFER L P COM UT LTD PTN

-$11.0K

10,491 +1%

建仓

— SOCIAL CAPITAL HEDOSOPHA HLDNG WT EXP 092625

+$7.0K

15,000

增持

OWL BLUE OWL CAPITAL INC COM CL A

-$6.0K

25,090 +23%

增持

SPSB SPDR SHORT TERM CORPORATE BOND ETF

-$2.0K

9,066 +0%

增持

VGSH VANGUARD SHORT-TERM TREASURY ETF

-$2.0K

6,503 +0%

增持

JNJ JOHNSON & JOHNSON

+$1.0K

3,077 +0%