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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 144 项
建仓 5
增持 32
减持 40
清仓 67
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$29.6M
758,163
+1169%
增持
VTV
VANGUARD INDEX FDS
+$8.9M
500,240
+1%
建仓
EEM
ISHARES TR
+$7.8M
206,310
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
IVLU
ISHARES TR
+$6.3M
1,717,251
+1%
建仓
AGG
ISHARES TR
+$6.2M
63,960
增持
SPY
SPDR S&P 500 ETF TR
+$6.2M
107,753
+10%
增持
QQQ
INVESCO QQQ TR
+$6.1M
26,762
+630%
增持
DGRO
ISHARES TR
+$5.2M
195,338
+90%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.6M
1,520,200
+0%
增持
IWV
ISHARES TR
+$4.4M
300,121
+0%
增持
IJR
ISHARES TR
+$2.5M
156,724
+10%
减持
VTI
VANGUARD INDEX FDS
+$2.4M
209,901
-0%
减持
AMZN
AMAZON COM INC
-$2.1M
15,089
-49%
增持
IVV
ISHARES TR
+$2.0M
21,338
+23%
清仓
OEF
ISHARES TR
-$1.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.7M
3,503
-68%
建仓
IJT
ISHARES TR
+$1.5M
14,049
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
260,134
+2%
减持
GOOGL
ALPHABET INC
-$1.0M
17,113
-36%
增持
VOO
VANGUARD INDEX FDS
+$976.1K
4,429
+151%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$868.3K
14,127
-32%
减持
AAPL
APPLE INC
-$860.1K
29,838
-13%
清仓
ITM
VANECK ETF TRUST
-$856.0K
0
-100%
减持
EFA
ISHARES TR
+$833.8K
176,733
-8%
减持
IJH
ISHARES TR
+$789.2K
96,222
-6%
清仓
CET
CENTRAL SECS CORP
-$688.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$571.3K
1,486
-61%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$559.2K
16,524
+15%
清仓
OMF
ONEMAIN HLDGS INC
-$544.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$476.0K
0
-100%
清仓
VMC
VULCAN MATLS CO
-$466.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$440.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$413.0K
0
-100%
减持
GOOG
ALPHABET INC
-$409.6K
5,200
-43%
清仓
XRAY
DENTSPLY SIRONA INC
-$403.0K
0
-100%
清仓
RAVI
FLEXSHARES TR
-$398.0K
0
-100%
增持
DVY
ISHARES TR
+$395.1K
27,646
+1%
清仓
GUNR
FLEXSHARES TR
-$376.0K
0
-100%
增持
SPYG
SPDR SER TR
+$356.6K
505,400
+0%
清仓
BAX
BAXTER INTL INC
-$346.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$344.0K
0
-100%
清仓
AMGN
AMGEN INC
-$340.0K
0
-100%
清仓
SNN
SMITH & NEPHEW PLC
-$336.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$333.0K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$333.0K
0
-100%
清仓
—
TWITTER INC
-$328.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$322.0K
0
-100%
清仓
KO
COCA COLA CO
-$314.0K
0
-100%
清仓
—
ALLEGHANY CORP MD
-$303.0K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$298.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$295.7K
1,249
-49%
清仓
—
EQUITY COMWLTH
-$293.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$289.7K
729
-63%
清仓
ZTS
ZOETIS INC
-$277.0K
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$276.0K
0
-100%
清仓
NTRS
NORTHERN TR CORP
-$273.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$269.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$268.0K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$266.3K
1,328
清仓
CRM
SALESFORCE INC
-$263.0K
0
-100%
清仓
KBE
SPDR SER TR
-$259.0K
0
-100%
清仓
—
LINDE PLC
-$250.0K
0
-100%
清仓
TSLA
TESLA INC
-$249.0K
0
-100%
清仓
MMM
3M CO
-$238.0K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$232.0K
0
-100%
清仓
HR
HEALTHCARE RLTY TR
-$231.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$231.0K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$230.0K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$227.0K
0
-100%
清仓
—
ALKERMES PLC
-$226.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$225.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$225.0K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$225.0K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$225.0K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$222.0K
0
-100%
清仓
LEN
LENNAR CORP
-$219.0K
0
-100%
清仓
ADSK
AUTODESK INC
-$218.0K
0
-100%
清仓
ANSS
ANSYS INC
-$216.0K
0
-100%
清仓
ATO
ATMOS ENERGY CORP
-$210.0K
0
-100%
清仓
CFR
CULLEN FROST BANKERS INC
-$209.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$209.0K
0
-100%
清仓
INTU
INTUIT
-$209.0K
0
-100%
清仓
HTO
SJW GROUP
-$208.0K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$208.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$207.3K
2,940
减持
IEMG
ISHARES INC
-$206.5K
11,660
-33%
清仓
QCOM
QUALCOMM INC
-$206.0K
0
-100%
清仓
RPM
RPM INTL INC
-$205.0K
0
-100%
清仓
S
SENTINELONE INC
-$204.0K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$203.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$202.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$201.0K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$200.0K
0
-100%
增持
ORCL
ORACLE CORP
+$198.1K
8,491
+4%
减持
SBUX
STARBUCKS CORP
-$193.1K
4,464
-41%
减持
GD
GENERAL DYNAMICS CORP
-$189.7K
1,428
-44%
减持
META
META PLATFORMS INC
-$173.6K
2,189
-32%
增持
IWM
ISHARES TR
+$172.7K
3,004
+41%
减持
—
MEDTRONIC PLC
-$170.2K
5,338
-26%
增持
GLD
SPDR GOLD TR
+$161.3K
4,582
+15%
清仓
—
ALTIMETER GROWTH CORP 2
-$159.0K
0
-100%
减持
GDXJ
VANECK ETF TRUST
+$155.0K
27,687
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$153.4K
1,716
-29%
减持
VTEB
VANGUARD MUN BD FDS
-$142.0K
135,097
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$136.1K
4,047
-3%
减持
MAR
MARRIOTT INTL INC NEW
-$135.9K
2,580
-30%
增持
IEI
ISHARES TR
+$135.0K
102,846
+1%
清仓
MWA
MUELLER WTR PRODS INC
-$135.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$131.3K
6,477
-12%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$126.2K
6,582
+0%
减持
PG
PROCTER AND GAMBLE CO
-$117.2K
2,638
-36%
减持
JNJ
JOHNSON & JOHNSON
-$114.0K
3,464
-22%
减持
—
CALAVO GROWERS INC
-$96.1K
21,460
-6%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$89.0K
0
-100%
减持
IEFA
ISHARES TR
-$86.8K
24,045
-19%
减持
XLF
SELECT SECTOR SPDR TR
-$82.3K
16,950
-22%
清仓
RIOT
RIOT BLOCKCHAIN INC
-$75.0K
0
-100%
减持
SRPT
SAREPTA THERAPEUTICS INC
+$73.5K
3,986
-1%
减持
BIIB
BIOGEN INC
-$63.1K
870
-23%
清仓
—
GRAB HOLDINGS LIMITED
-$62.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$55.3K
23,224
-0%
清仓
MGNX
MACROGENICS INC
-$52.0K
0
-100%
减持
TME
TENCENT MUSIC ENTMT GROUP
+$51.2K
15,000
-17%
增持
AXP
AMERICAN EXPRESS CO
+$47.2K
3,643
+0%
减持
HD
HOME DEPOT INC
+$45.2K
1,562
-4%
增持
IEV
ISHARES TR
+$43.7K
5,647
+0%
清仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$43.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$37.7K
5,016
-14%
增持
OWL
BLUE OWL CAPITAL INC
+$37.2K
25,580
+1%
增持
IWB
ISHARES TR
+$36.2K
2,599
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$31.2K
3,912
+1%
增持
IVE
ISHARES TR
+$31.0K
1,779
+1%
增持
AIVL
WISDOMTREE TR
+$29.3K
2,748
+1%
增持
MLPA
GLOBAL X FDS
+$28.5K
11,129
+2%
减持
V
VISA INC
-$27.8K
4,169
-17%
增持
SCHE
SCHWAB STRATEGIC TR
+$26.8K
14,904
+2%
增持
MUB
ISHARES TR
+$25.8K
7,409
+1%
增持
PGJ
INVESCO EXCHANGE TRADED FD T
+$25.7K
12,614
+0%
减持
NKE
NIKE INC
+$14.8K
7,331
-28%
减持
XBI
SPDR SER TR
+$12.8K
28,154
-4%
减持
IWR
ISHARES TR
+$9.6K
8,563
-6%
增持
IWF
ISHARES TR
+$6.7K
1,520
+0%
减持
WMT
WALMART INC
+$6.7K
1,832
-6%
减持
BAC
BANK AMERICA CORP
+$1.0K
6,282
-8%
