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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 149 项
建仓 65
增持 54
减持 20
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
EFA
ISHARES TR
-$41.9M
192,240
-77%
减持
SCHF
SCHWAB STRATEGIC TR
-$22.3M
255,262
-73%
减持
SPY
SPDR S&P 500 ETF TR
-$20.1M
98,034
-33%
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
VEA
VANGUARD TAX-MANAGED FDS
-$19.6M
59,728
-89%
清仓
AMLP
ALPS ALERIAN MLP ETF
-$15.3M
0
-100%
减持
IJH
ISHARES TR
-$13.1M
102,556
-35%
减持
SPYG
SPDR SER TR
-$11.2M
504,034
-28%
减持
SCHE
SCHWAB STRATEGIC TR
-$10.3M
14,541
-97%
增持
IVLU
ISHARES TR
+$10.0M
1,695,207
+60%
减持
IJR
ISHARES TR
-$7.2M
141,940
-33%
建仓
DGRO
ISHARES TR
+$4.6M
102,877
减持
DVY
ISHARES TR
-$4.2M
27,413
-55%
增持
VTV
VANGUARD INDEX FDS
-$3.7M
496,563
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$3.0M
1,513,265
+0%
增持
IWV
ISHARES TR
-$2.8M
298,692
+0%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.0M
20,659
+349%
增持
AMZN
AMAZON COM INC
+$1.8M
29,469
+102%
增持
MSFT
MICROSOFT CORP
+$1.7M
11,096
+229%
增持
VTI
VANGUARD INDEX FDS
-$1.5M
210,411
+1%
增持
XBI
SPDR SER TR
+$1.2M
29,303
+86%
增持
GOOGL
ALPHABET INC
+$735.0K
26,690
+3100%
建仓
CET
CENTRAL SECS CORP
+$688.0K
20,402
增持
MA
MASTERCARD INCORPORATED
+$654.0K
3,825
+178%
增持
AAPL
APPLE INC
+$632.0K
34,276
+14%
建仓
OMF
ONEMAIN HLDGS INC
+$544.0K
18,422
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$505.0K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$476.0K
942
增持
IEI
ISHARES TR
-$475.0K
102,213
+0%
减持
MLPA
GLOBAL X FDS
-$470.0K
10,932
-55%
建仓
VMC
VULCAN MATLS CO
+$466.0K
2,957
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$443.0K
4,011
建仓
COST
COSTCO WHSL CORP NEW
+$440.0K
932
建仓
ABBV
ABBVIE INC
+$413.0K
3,080
建仓
XRAY
DENTSPLY SIRONA INC
+$403.0K
14,230
建仓
RAVI
FLEXSHARES TR
+$398.0K
5,345
清仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$383.0K
0
-100%
建仓
GUNR
FLEXSHARES TR
+$376.0K
10,001
建仓
BAX
BAXTER INTL INC
+$346.0K
6,430
建仓
CTVA
CORTEVA INC
+$344.0K
6,020
建仓
AMGN
AMGEN INC
+$340.0K
1,508
建仓
SNN
SMITH & NEPHEW PLC
+$336.0K
14,486
建仓
PYPL
PAYPAL HLDGS INC
+$333.0K
3,872
建仓
KMB
KIMBERLY-CLARK CORP
+$333.0K
2,957
建仓
DHR
DANAHER CORPORATION
+$322.0K
1,248
建仓
KO
COCA COLA CO
+$314.0K
5,612
建仓
—
ALLEGHANY CORP MD
+$303.0K
361
建仓
TRV
TRAVELERS COMPANIES INC
+$298.0K
1,946
建仓
—
EQUITY COMWLTH
+$293.0K
12,026
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$284.0K
1,944
+183%
增持
SBUX
STARBUCKS CORP
+$282.0K
7,547
+63%
建仓
ZTS
ZOETIS INC
+$277.0K
1,867
增持
—
ACCENTURE PLC IRELAND
+$277.0K
2,444
+93%
建仓
CSGP
COSTAR GROUP INC
+$276.0K
3,964
建仓
NTRS
NORTHERN TR CORP
+$273.0K
3,187
清仓
SPSB
SPDR SHORT TERM CORPORATE BOND ETF
-$270.0K
0
-100%
建仓
ABT
ABBOTT LABS
+$269.0K
2,775
建仓
BX
BLACKSTONE INC
+$268.0K
3,197
建仓
CRM
SALESFORCE INC
+$263.0K
1,827
建仓
—
LINDE PLC
+$250.0K
927
建仓
TSLA
TESLA INC
+$249.0K
939
清仓
WMB
WILLIAMS COS INC
-$243.0K
0
-100%
建仓
MMM
3M CO
+$238.0K
2,156
增持
GOOG
ALPHABET INC
+$234.0K
9,060
+3013%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$232.0K
719
建仓
HR
HEALTHCARE RLTY TR
+$231.0K
11,103
建仓
HON
HONEYWELL INTL INC
+$231.0K
1,384
建仓
AMP
AMERIPRISE FINL INC
+$230.0K
913
清仓
SHY
ISHARES TR
-$228.0K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$227.0K
3,394
建仓
—
ALKERMES PLC
+$226.0K
10,100
建仓
PSX
PHILLIPS 66
+$225.0K
2,788
建仓
SYK
STRYKER CORPORATION
+$225.0K
1,113
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$225.0K
3,686
建仓
CTRA
COTERRA ENERGY INC
+$225.0K
8,626
建仓
PH
PARKER-HANNIFIN CORP
+$222.0K
916
建仓
LEN
LENNAR CORP
+$219.0K
2,941
建仓
ADSK
AUTODESK INC
+$218.0K
1,166
建仓
ANSS
ANSYS INC
+$216.0K
974
建仓
ATO
ATMOS ENERGY CORP
+$210.0K
2,060
建仓
CFR
CULLEN FROST BANKERS INC
+$209.0K
1,581
建仓
SPGI
S&P GLOBAL INC
+$209.0K
684
建仓
INTU
INTUIT
+$209.0K
539
建仓
HTO
SJW GROUP
+$208.0K
3,612
建仓
XEL
XCEL ENERGY INC
+$208.0K
3,247
建仓
BAC
BK OF AMERICA CORP
+$207.0K
6,862
建仓
QCOM
QUALCOMM INC
+$206.0K
1,820
建仓
RPM
RPM INTL INC
+$205.0K
2,466
清仓
SLV
ISHARES SILVER TRUST
-$205.0K
0
-100%
建仓
S
SENTINELONE INC
+$204.0K
7,974
建仓
CCI
CROWN CASTLE INC
+$203.0K
1,402
建仓
MRK
MERCK & CO INC
+$202.0K
2,340
建仓
PNC
PNC FINL SVCS GROUP INC
+$201.0K
1,345
建仓
COF
CAPITAL ONE FINL CORP
+$200.0K
2,175
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$196.0K
6,577
-14%
增持
QQQ
INVESCO QQQ TR
+$192.0K
3,665
+30%
增持
JNJ
JOHNSON & JOHNSON
+$180.0K
4,443
+44%
增持
VTEB
VANGUARD MUN BD FDS
+$175.0K
141,837
+6%
增持
MAR
MARRIOTT INTL INC NEW
+$169.0K
3,711
+44%
增持
—
MEDTRONIC PLC
+$169.0K
7,240
+56%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$168.0K
2,311
-40%
增持
—
CALAVO GROWERS INC
-$166.0K
22,900
+7%
增持
PG
PROCTER AND GAMBLE CO
+$136.0K
4,096
+55%
建仓
MWA
MUELLER WTR PRODS INC
+$135.0K
13,147
减持
GLD
SPDR GOLD TR
-$122.0K
3,983
-9%
减持
IEMG
ISHARES INC
-$116.0K
17,478
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$109.0K
23,298
+1%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$105.0K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$95.0K
2,407
+46%
增持
PGJ
INVESCO EXCHANGE TRADED FD T
-$90.0K
12,577
+0%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$89.0K
19,833
增持
HD
HOME DEPOT INC
+$78.0K
1,623
+20%
建仓
RIOT
RIOT BLOCKCHAIN INC
+$75.0K
10,745
增持
DIS
DISNEY WALT CO
+$70.0K
7,354
+11%
增持
NEE
NEXTERA ENERGY INC
+$69.0K
5,826
+16%
减持
BIIB
BIOGEN INC
+$67.0K
1,137
-2%
增持
IVV
ISHARES TR
+$62.0K
17,409
+7%
增持
GD
GENERAL DYNAMICS CORP
+$60.0K
2,564
+17%
增持
ORCL
ORACLE CORP
-$59.0K
8,128
+2%
增持
NKE
NIKE INC
+$58.0K
10,137
+32%
建仓
MGNX
MACROGENICS INC
+$52.0K
15,000
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$52.0K
2,322
+5%
增持
—
TWITTER INC
+$49.0K
7,490
+0%
增持
V
VISA INC
+$49.0K
5,031
+17%
减持
NVO
NOVO-NORDISK A S
-$48.0K
3,459
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$47.0K
14,429
+9%
增持
META
META PLATFORMS INC
-$45.0K
3,224
+8%
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$43.0K
20,268
清仓
—
SOCIAL CAPITAL HEDOSOPHA HLDNG WT EXP 092625
-$39.0K
0
-100%
增持
ITM
VANECK ETF TRUST
-$38.0K
19,658
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$36.0K
21,813
-2%
建仓
—
KNOW LABS INC
+$33.0K
17,920
减持
BDX
BECTON DICKINSON & CO
-$32.0K
1,091
-2%
增持
MCD
MCDONALDS CORP
-$30.0K
1,892
+0%
减持
—
UNILEVER PLC
-$29.0K
9,710
-2%
增持
MUB
ISHARES TR
-$25.0K
7,369
+0%
增持
IWB
ISHARES TR
-$24.0K
2,588
+0%
减持
IWM
ISHARES TR
-$24.0K
2,131
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$24.0K
3,884
+0%
增持
WMT
WALMART INC
+$22.0K
1,952
+3%
增持
IWR
ISHARES TR
+$20.0K
9,142
+8%
增持
AIVL
WISDOMTREE TR
-$18.0K
2,729
+1%
增持
OWL
BLUE OWL CAPITAL INC
-$18.0K
25,315
+1%
增持
IVE
ISHARES TR
-$14.0K
1,768
+1%
增持
AXP
AMERICAN EXPRESS CO
-$13.0K
3,640
+0%
增持
IWF
ISHARES TR
-$12.0K
1,516
+0%
清仓
—
SOCIAL CAPITAL HEDOSOPHA HLDNG WT EXP 092625
-$7.0K
0
-100%
增持
KBE
SPDR SER TR
+$4.0K
5,843
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0K
4,172
+2%
增持
TME
TENCENT MUSIC ENTMT GROUP
-$2.0K
17,990
+20%
