Lionsbridge Wealth Management LLC

报告期 2026-03-31 · CIK 0001800533

持仓数

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 64 项建仓 8增持 23减持 28清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

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

+$13.0M

141,754

清仓

SPMO INVESCO EXCH TRADED FD TR II

-$3.8M

0 -100%

清仓

EFA ISHARES TR

-$2.2M

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。

清仓

BRTR BLACKROCK ETF TRUST II

-$1.8M

0 -100%

减持

VXF VANGUARD EXTENDED MARKET ETF

-$1.4M

5,690 -54%

减持

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

-$1.3M

215,236 -18%

建仓

FLTR VANECK IG FLOATING RATE ETF

+$1.3M

49,645

增持

PWR QUANTA SVCS INC COM

+$1.2M

9,020 +2%

建仓

SH PROSHARES TR SHORT S&P 500 PROSHARES

+$1.2M

31,109

清仓

JIRE J P MORGAN EXCHANGE TRADED F

-$1.1M

0 -100%

减持

XLF FINANCIAL SELECT SECTOR SPDR

-$932.8K

47,599 -21%

减持

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

-$876.0K

12,357 -27%

减持

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF

-$773.8K

11,051 -49%

清仓

JTEK J P MORGAN EXCHANGE TRADED F

-$745.4K

0 -100%

增持

COP CONOCOPHILLIPS COM

+$653.7K

16,701 +1%

减持

DIA SPDR DOW JONES INDUSTRIAL ETF

-$630.3K

5,074 -18%

减持

GSST GOLDMAN SACHS ULTRA SHORT BOND ETF

-$565.4K

11,908 -49%

减持

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

-$515.2K

15,665 -31%

减持

GSY INVESCO ULTRA SHORT DURATION ETF

-$438.7K

12,325 -41%

减持

WULF TERAWULF INC COM

+$425.3K

145,850 -0%

减持

IJR ISHARES S&P SMALLCAP 600 ETF

-$402.4K

19,161 -17%

减持

MDY S & P MID CAP 400 DEP RCPTS MID CAP

-$373.7K

3,827 -16%

减持

MINT PIMCO ENHANCED SHORT MATURITY ETF

-$359.6K

3,058 -54%

增持

MSFT MICROSOFT

-$352.6K

3,578 +3%

增持

INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF

+$344.6K

42,872 +1%

增持

TPL TEXAS PACIFIC LAND CORPORATION COM

+$294.8K

1,540 +1%

建仓

NCLO NUVEEN AA-BBB CLO ETF

+$258.0K

10,347

建仓

CLOB VANECK AA-BB CLO ETF

+$256.5K

5,132

建仓

CLOI VANECK CLO ETF

+$254.1K

4,822

建仓

BALT INNOVATOR DEFINED WEALTH SHIELD ETF

+$243.8K

7,285

减持

MOAT VANECK MORNINGSTAR WIDE MOAT ETF

-$241.4K

29,000 -1%

建仓

IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF

+$235.2K

8,625

减持

GLD SPDR GOLD ETF

+$196.9K

7,008 -1%

增持

SPY SPDR S&P 500 ETF

+$175.5K

2,669 +17%

减持

AAPL APPLE INC

-$171.1K

6,868 -2%

增持

XLU UTILITIES SELECT SECTOR SPDR

+$161.8K

38,928 +2%

减持

QUAL iShares MSCI USA Quality Factor ETF

-$159.2K

8,643 -6%

减持

WTBN WISDOMTREE BIANCO TOTAL RETURN FUND

-$148.7K

85,387 -6%

减持

GOOGL GOOGLE INC

-$119.6K

3,703 -2%

减持

AGG ISHARES AGGREGATE BOND ETF

-$114.3K

24,786 -4%

增持

JPM JPMORGAN CHASE & CO COM

-$113.8K

5,294 +2%

减持

TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

-$99.6K

58,242 -3%

减持

GDX MARKET VECTORS GOLD MINERS INDEX ETF

+$98.5K

21,629 -2%

减持

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

+$92.6K

3,157 -2%

增持

JPIE JPMORGAN INCOME ETF

+$92.4K

143,245 +2%

增持

HYD VANECK HIGH YIELD MUNI ETF

+$82.0K

7,190 +32%

增持

MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF

+$71.3K

4,961 +2%

增持

CEG CONSTELLATION ENERGY CORP COM

-$70.7K

1,127 +3%

增持

EQT EQT CORP COM

+$66.1K

6,196 +1%

减持

JCPB JPMORGAN CORE PLUS BOND ETF

-$65.8K

77,617 -1%

减持

JPST JPMORGAN ULTRA-SHORT INCOME ETF

-$62.2K

11,556 -10%

增持

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-$60.5K

25,295 +0%

减持

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-$52.3K

17,780 -2%

增持

ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF

+$38.0K

9,385 +1%

增持

NLR VANECK URANIUM AND NUCLEAR ETF

+$28.9K

3,034 +0%

增持

EEM ISHARES MSCI EMERGING MARKETS ETF

+$27.2K

12,187 +0%

增持

COWZ PACER US CASH COWS 100 ETF

+$25.0K

9,892 +0%

增持

— IREN LIMITED ORDINARY SHARES

-$24.7K

10,070 +3%

减持

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-$21.3K

21,069 -2%

增持

VST VISTRA CORP COM

-$13.6K

2,130 +3%

减持

EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF

-$9.9K

11,492 -1%

增持

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

+$5.7K

20,126 +2%

增持

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

+$3.2K

40,095 +2%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$650

13,353 +1%