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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
$97.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 80 项
建仓 25
增持 8
减持 33
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$7.0M
3,431
-79%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.6M
9,608
-88%
建仓
ARTY
ISHARES TR
+$2.6M
75,272
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。
清仓
XLV
SELECT SECTOR SPDR TR
-$2.5M
0
-100%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$2.4M
40,048
-53%
建仓
GLD
SPDR GOLD TR
+$2.4M
9,737
减持
MOAT
VANECK ETF TRUST
-$1.9M
51,473
-35%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.8M
37,961
建仓
GVIP
GOLDMAN SACHS ETF TR
+$1.8M
14,648
建仓
DYNF
BLACKROCK ETF TRUST
+$1.7M
35,351
建仓
PALC
PACER FDS TR
+$1.7M
34,023
清仓
XLE
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
建仓
IJS
ISHARES TR
+$1.4M
12,547
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.3M
0
-100%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$1.3M
28,793
建仓
GRPM
INVESCO EXCHANGE TRADED FD T
+$1.3M
11,022
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.2M
63,751
+39%
清仓
JAAA
JANUS DETROIT STR TR
-$1.2M
0
-100%
清仓
FLOT
ISHARES TR
-$1.2M
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
-$1.1M
4,538
-75%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.1M
21,188
建仓
PYLD
PIMCO ETF TR
+$1.1M
42,442
建仓
FCTE
ETF OPPORTUNITIES TRUST
+$1.1M
40,714
清仓
COPX
GLOBAL X FDS
-$1.0M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$1.0M
79,519
+26%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$990.8K
0
-100%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$986.3K
160,236
-13%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$946.9K
2,238
建仓
XLRE
SELECT SECTOR SPDR TR
+$946.2K
21,182
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$945.0K
124,830
+30%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$932.5K
5,205
清仓
XLC
SELECT SECTOR SPDR TR
-$886.3K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$872.6K
4,355
建仓
XLK
SELECT SECTOR SPDR TR
+$868.7K
3,848
建仓
GDX
VANECK ETF TRUST
+$855.8K
21,491
清仓
GPIX
GOLDMAN SACHS ETF TR
-$846.9K
0
-100%
清仓
URA
GLOBAL X FDS
-$844.6K
0
-100%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$840.1K
27,723
-24%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$832.5K
0
-100%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$806.2K
0
-100%
建仓
TOTL
SSGA ACTIVE ETF TR
+$784.2K
18,941
建仓
BRTR
BLACKROCK ETF TRUST II
+$735.2K
14,085
建仓
WTBN
WISDOMTREE TR
+$619.0K
24,075
增持
RAAX
VANECK ETF TRUST
+$526.2K
30,467
+133%
减持
PWR
QUANTA SVCS INC
+$485.7K
11,963
-1%
增持
IJR
ISHARES TR
+$474.1K
11,995
+38%
建仓
BOND
PIMCO ETF TR
+$447.4K
4,729
建仓
EYLD
CAMBRIA ETF TR
+$424.8K
12,277
建仓
GLIN
VANECK ETF TRUST
+$418.9K
7,673
清仓
—
PROSHARES TR
-$395.2K
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$386.8K
16,883
-32%
清仓
MGNR
AMERICAN BEACON SELECT FUNDS
-$385.1K
0
-100%
建仓
ICOW
PACER FDS TR
+$367.0K
11,602
减持
GSST
GOLDMAN SACHS ETF TR
-$356.2K
16,796
-30%
减持
ICSH
ISHARES TR
-$355.3K
16,717
-30%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$335.4K
11,079
+108%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$311.5K
62,144
-12%
减持
AAPL
APPLE INC
+$292.6K
15,239
-1%
减持
XLU
SELECT SECTOR SPDR TR
+$290.0K
24,763
-1%
减持
FISV
FISERV INC
+$228.1K
8,981
-3%
减持
HD
HOME DEPOT INC
+$209.7K
3,659
-1%
减持
—
ACCENTURE PLC IRELAND
+$208.6K
4,391
-1%
减持
COP
CONOCOPHILLIPS
-$196.4K
20,134
-1%
减持
AGG
ISHARES TR
+$195.4K
77,052
-2%
减持
EFA
ISHARES TR
+$165.1K
39,380
-1%
减持
COWZ
PACER FDS TR
+$153.9K
59,211
-1%
减持
LQD
ISHARES TR
+$141.7K
36,232
-2%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
+$141.6K
140,475
-2%
减持
CALF
PACER FDS TR
-$134.0K
39,867
-13%
减持
MSFT
MICROSOFT CORP
-$132.5K
4,687
-3%
增持
GOAU
ETF SER SOLUTIONS
+$125.4K
46,265
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$120.8K
4,080
-1%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$92.4K
692
-2%
减持
MOTI
VANECK ETF TRUST
+$71.2K
21,578
-1%
减持
QUAL
ISHARES TR
+$68.4K
12,103
-2%
减持
EEM
ISHARES TR
+$50.3K
20,464
-2%
减持
PFF
ISHARES TR
+$40.0K
34,417
-2%
减持
CEFS
EXCHANGE LISTED FDS TR
+$14.6K
47,102
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$5.2K
6,745
-4%
增持
—
ORAGENICS INC
-$2.8K
20,000
+100%
