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Lionsbridge Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Lionsbridge Wealth Management LLC

报告期 2026-03-31 · CIK 0001800533

持仓数

59

前50大市值合计

$97.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

ETF

$13.0M

141,754

13.4%

JPIE JPMORGAN INCOME ETF

ETF

$6.6M

143,245

6.8%

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

ETF

$5.1M

215,236

5.3%

PWR QUANTA SVCS INC COM

Stock

$5.0M

9,020

5.1%

JCPB JPMORGAN CORE PLUS BOND ETF

ETF

$3.7M

77,617

3.8%

GLD SPDR GOLD ETF

ETF

$3.0M

7,008

3.1%

MOAT VANECK MORNINGSTAR WIDE MOAT ETF

ETF

$2.8M

29,000

2.9%

AGG ISHARES AGGREGATE BOND ETF

ETF

$2.5M

24,786

2.5%

IJR ISHARES S&P SMALLCAP 600 ETF

ETF

$2.4M

19,161

2.5%

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

ETF

$2.4M

12,357

2.4%

MDY S & P MID CAP 400 DEP RCPTS MID CAP

ETF

$2.4M

3,827

2.4%

DIA SPDR DOW JONES INDUSTRIAL ETF

ETF

$2.4M

5,074

2.4%

XLF FINANCIAL SELECT SECTOR SPDR

ETF

$2.3M

47,599

2.4%

TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

ETF

$2.3M

58,242

2.4%

INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF

ETF

$2.2M

42,872

2.3%

COP CONOCOPHILLIPS COM

Stock

$2.2M

16,701

2.3%

WTBN WISDOMTREE BIANCO TOTAL RETURN FUND

ETF

$2.2M

85,387

2.2%

WULF TERAWULF INC COM

Stock

$2.1M

145,850

2.2%

GDX MARKET VECTORS GOLD MINERS INDEX ETF

ETF

$2.0M

21,629

2.0%

XLU UTILITIES SELECT SECTOR SPDR

ETF

$1.8M

38,928

1.8%

AAPL APPLE INC

Stock

$1.7M

6,868

1.8%

SPY SPDR S&P 500 ETF

ETF

$1.7M

2,669

1.8%

QUAL iShares MSCI USA Quality Factor ETF

ETF

$1.7M

8,643

1.7%

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

ETF

$1.6M

17,780

1.7%

JPM JPMORGAN CHASE & CO COM

Stock

$1.6M

5,294

1.6%

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

ETF

$1.5M

25,295

1.5%

MSFT MICROSOFT

Stock

$1.3M

3,578

1.4%

FLTR VANECK IG FLOATING RATE ETF

ETF

$1.3M

49,645

1.3%

SH PROSHARES TR SHORT S&P 500 PROSHARES

ETF

$1.2M

31,109

1.2%

VXF VANGUARD EXTENDED MARKET ETF

ETF

$1.2M

5,690

1.2%

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

ADR

$1.1M

3,157

1.1%

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

ETF

$1.1M

21,069

1.1%

GOOGL GOOGLE INC

Stock

$1.1M

3,703

1.1%

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

ETF

$1.1M

40,095

1.1%

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

ETF

$1.0M

20,126

1.1%

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

ETF

$1.0M

15,665

1.0%

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF

ETF

$852.1K

11,051

0.9%

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

ETF

$756.8K

13,353

0.8%

TPL TEXAS PACIFIC LAND CORPORATION COM

Stock

$730.8K

1,540

0.8%

EEM ISHARES MSCI EMERGING MARKETS ETF

ETF

$692.1K

12,187

0.7%

COWZ PACER US CASH COWS 100 ETF

ETF

$618.8K

9,892

0.6%

GSY INVESCO ULTRA SHORT DURATION ETF

ETF

$617.8K

12,325

0.6%

GSST GOLDMAN SACHS ULTRA SHORT BOND ETF

ETF

$602.0K

11,908

0.6%

JPST JPMORGAN ULTRA-SHORT INCOME ETF

ETF

$584.9K

11,556

0.6%

NLR VANECK URANIUM AND NUCLEAR ETF

ETF

$404.1K

3,034

0.4%

ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF

ETF

$398.3K

9,385

0.4%

EQT EQT CORP COM

Stock

$394.3K

6,196

0.4%

MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF

ETF

$366.8K

4,961

0.4%

HYD VANECK HIGH YIELD MUNI ETF

ETF

$360.5K

7,190

0.4%

— IREN LIMITED ORDINARY SHARES

Stock

$345.2K

10,070

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

BIL13.4%JPIE6.8%GRNY5.3%PWR5.1%JCPB3.8%GLD3.1%