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Long Island Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Long Island Wealth Management, Inc.
报告期 2026-03-31 · CIK 0002011177
持仓数
89
前50大市值合计
$202.2M
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*
KJAN
INNOVATOR ETFS TRUST
US SML CP PWR B
$19.7M
472,994
9.8%
IJAN
INNOVATOR ETFS TRUST
INTRNL DEV JAN
$18.5M
510,484
9.2%
VTI
VANGUARD INDEX FDS
TOTAL STK MKT
$17.7M
55,189
8.8%
VT
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
$13.8M
99,475
6.8%
JANB
ETF SER SOLUTIONS
APTUS JAN BUFFER
$12.7M
505,604
6.3%
BALT
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
$8.1M
241,412
4.0%
CALF
PACER FDS TR
US SMALL CAP CAS
$7.9M
175,968
3.9%
EJAN
INNOVATOR ETFS TRUST
EMRGNG MKT JAN
$7.9M
232,619
3.9%
VXF
VANGUARD INDEX FDS
EXTEND MKT ETF
$6.7M
32,752
3.3%
NJAN
INNOVATOR ETFS TRUST
GRWT100 PWR BF
$6.0M
112,785
3.0%
VTV
VANGUARD INDEX FDS
VALUE ETF
$5.5M
28,276
2.7%
SCHG
SCHWAB STRATEGIC TR
US LCAP GR ETF
$5.0M
170,645
2.5%
PBJA
PGIM ROCK ETF TR
S&P 500 BUFFER
$5.0M
163,247
2.5%
PJAN
INNOVATOR ETFS TRUST
US EQTY PWR BUF
$4.8M
103,874
2.4%
JULW
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
$4.8M
122,547
2.4%
BRK/B
BERKSHIRE HATHAWAY INC DEL
CL B NEW
$4.0M
8,327
2.0%
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS
$3.5M
5,869
1.7%
JANW
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQU
$3.5M
94,923
1.7%
SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF
$3.3M
130,116
1.6%
SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF
$2.8M
114,499
1.4%
VIGI
VANGUARD WHITEHALL FDS
INTL DVD ETF
$2.6M
29,561
1.3%
OCTW
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQU
$2.3M
60,525
1.2%
VCSH
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
$2.2M
28,234
1.1%
DFAT
DIMENSIONAL ETF TRUST
US TARGETED VLU
$2.1M
33,606
1.0%
PJUL
INNOVATOR ETFS TRUST
US EQTY PWR BUF
$2.0M
44,057
1.0%
IJUL
INNOVATOR ETFS TRUST
INTRNL DEV JULY
$2.0M
58,113
1.0%
VEU
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
$1.8M
24,228
0.9%
SCHM
SCHWAB STRATEGIC TR
US MID-CAP ETF
$1.6M
51,447
0.8%
VGT
VANGUARD WORLD FD
INF TECH ETF
$1.6M
2,264
0.8%
DFUS
DIMENSIONAL ETF TRUST
US EQUITY MARKET
$1.6M
21,929
0.8%
SCHV
SCHWAB STRATEGIC TR
US LCAP VA ETF
$1.5M
48,588
0.7%
SPLV
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
$1.5M
20,102
0.7%
KJUL
INNOVATOR ETFS TRUST
US SML CP PWR B
$1.4M
44,514
0.7%
COWG
PACER FDS TR
US LRG CP CASH
$1.4M
41,188
0.7%
APRW
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
$1.3M
36,613
0.6%
AAPL
APPLE INC
COM
$1.3M
4,931
0.6%
UJAN
INNOVATOR ETFS TRUST
US EQT ULTRA BF
$1.2M
27,903
0.6%
VFVA
VANGUARD WELLINGTON FD
US VALUE FACTR
$1.2M
8,610
0.6%
COST
COSTCO WHOLESALE CORPORATION
COM
$1.1M
1,105
0.5%
PDEC
INNOVATOR ETFS TRUST
US EQTY PWR BUF
$1.1M
25,724
0.5%
IBM
INTERNATIONAL BUSINESS MACHS
COM
$959.1K
3,957
0.5%
LLY
ELI LILLY & CO
COM
$952.9K
1,036
0.5%
SCHA
SCHWAB STRATEGIC TR
US SML CAP ETF
$892.1K
30,678
0.4%
VHT
VANGUARD WORLD FD
HEALTH CAR ETF
$870.7K
3,197
0.4%
NVDA
NVIDIA CORPORATION
COM
$838.9K
4,810
0.4%
MSFT
MICROSOFT CORP
COM
$828.8K
2,239
0.4%
DFLV
DIMENSIONAL ETF TRUST
US LARGE CAP VAL
$790.8K
22,146
0.4%
COWZ
PACER FDS TR
US CASH COWS 100
$762.7K
12,192
0.4%
VUG
VANGUARD INDEX FDS
GROWTH ETF
$753.7K
1,726
0.4%
IOCT
INNOVATOR ETFS TRUST
INTERNATIONAL DV
$725.5K
20,699
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
45%
前 6 大占比
KJAN
9.8%
IJAN
9.2%
VTI
8.8%
VT
6.8%
JANB
6.3%
BALT
4.0%
其他
55.2%
