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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 89 项
建仓 10
增持 40
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$176.0M
463,113
+334%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$85.1M
14,166
-99%
清仓
VTV
VANGUARD INDEX FDS
-$76.8M
0
-100%
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
IWV
ISHARES RUSSELL 3000 ETF
-$73.4M
33,117
-89%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$54.6M
93,661
-85%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$45.5M
20,029
-91%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$34.8M
478,872
清仓
SPYG
SPDR SER TR
-$33.3M
0
-100%
增持
IVV
ISHARES S&P 500 ETF
+$28.0M
120,967
+62%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$9.8M
64,153
-76%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$7.7M
56,175
-79%
减持
SPY
SPDR S&P 500 ETF
+$5.3M
111,738
-46%
减持
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
-$4.2M
14,609
-92%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$4.0M
295,022
+21%
建仓
QLTY
GMO U.S. QUALITY ETF
+$3.9M
130,636
减持
EFA
ISHARES MSCI EAFE ETF
-$2.1M
146,042
-20%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.6M
32,892
+4%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$950.4K
399,007
+375%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$738.6K
147,729
+3%
减持
AAPL
APPLE INC COM
-$588.0K
22,728
-2%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$555.0K
13,012
+11%
建仓
NVDA
NVIDIA CORPORATION COM
+$445.6K
493
增持
META
META PLATFORMS INC CL A
+$415.4K
2,863
+4%
减持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
-$398.3K
15,805
-41%
增持
AMZN
AMAZON COM INC COM
+$384.6K
12,856
+1%
建仓
SNOW
SNOWFLAKE INC CL A
+$363.8K
2,251
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$319.0K
25,147
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$288.9K
18,444
+3%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$266.0K
248,735
+0%
建仓
EQT
EQT CORP COM
+$258.0K
6,960
减持
MSFT
MICROSOFT CORP COM
+$252.6K
3,894
-25%
清仓
IEV
ISHARES TR
-$250.9K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$236.7K
3,747
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$233.1K
34,092
+1%
建仓
KEY
KEYCORP COM
+$228.0K
14,424
清仓
BIIB
BIOGEN INC
-$225.1K
0
-100%
减持
LLY
ELI LILLY & CO COM
+$224.7K
1,980
-12%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$206.9K
785
-42%
清仓
XLU
SELECT SECTOR SPDR TR
-$204.7K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$201.8K
1,057
建仓
PEP
PEPSICO INC COM
+$200.6K
1,146
增持
NVO
NOVO-NORDISK A S ADR
+$167.6K
5,508
+6%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$167.1K
11,909
+2%
增持
AXP
AMERICAN EXPRESS CO COM
+$147.8K
3,653
+0%
减持
NKE
NIKE INC CL B
-$144.8K
8,456
-2%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$141.4K
9,693
-18%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$139.9K
29,709
+1%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$129.1K
2,272
+58%
增持
RTX
RTX CORPORATION COM
+$127.3K
8,819
+1%
建仓
SRG
SERITAGE GROWTH PPTYS CL A
+$120.6K
12,500
增持
MA
MASTERCARD INCORPORATED CL A
+$119.0K
1,563
+5%
减持
SBUX
STARBUCKS CORP COM
-$113.9K
2,754
-28%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$112.8K
30,974
-0%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$111.5K
9,124
+0%
增持
OWL
BLUE OWL CAPITAL INC COM CL A
+$107.7K
26,633
+1%
减持
ADBE
ADOBE INC COM
-$105.2K
420
-79%
增持
—
MEDTRONIC PLC SHS
+$97.8K
6,283
+15%
减持
XBI
SPDR S&P BIOTECH ETF
+$95.6K
22,473
-1%
减持
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND
+$87.6K
171,402
-2%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$86.0K
14,376
-9%
减持
V
VISA INC COM CL A
+$82.1K
4,382
-0%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$81.5K
14,178
+0%
减持
HD
HOME DEPOT INC COM
-$79.4K
1,260
-22%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$75.3K
3,946
+0%
增持
MLPA
GLOBAL X MLP ETF
+$73.2K
15,371
+2%
减持
DIS
DISNEY WALT CO COM
+$71.7K
6,352
-19%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$70.3K
2,645
+0%
减持
PG
PROCTER AND GAMBLE CO COM
-$69.1K
1,237
-33%
减持
ORCL
ORACLE CORP COM
+$66.9K
5,108
-6%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$64.6K
30,463
-1%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$57.2K
8,719
+0%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$52.6K
1,533
+0%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$50.4K
1,792
+12%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$45.1K
5,487
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$34.9K
4,913
-3%
增持
—
UNILEVER PLC SPON ADR NEW
+$34.6K
12,932
+2%
增持
GD
GENERAL DYNAMICS CORP COM
+$33.4K
1,436
+0%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$32.2K
4,014
+0%
增持
AIVL
WISDOMTREE US DIVIDEND EX-FINANCIALS FUND
+$30.3K
4,920
+0%
增持
NEE
NEXTERA ENERGY INC COM
+$28.3K
5,031
+4%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$25.0K
1,819
+0%
增持
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$22.0K
2,458
+0%
增持
WMT
WALMART INC COM
+$16.5K
3,819
+182%
减持
GLD
SPDR GOLD SHARES
+$14.0K
2,932
-5%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$10.9K
14,447
+0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$10.1K
9,869
-0%
清仓
RIOT
RIOT PLATFORMS INC
-$8.0K
0
-100%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$5.4K
28,088
+1%
