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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
$202.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
增持 26
减持 21
清仓 103
方向
标的
Δ市值
现股数(环比)
增持
SPXT
PROSHARES TR
+$1.7M
147,131
+5%
增持
KJAN
INNOVATOR ETFS TRUST
+$1.5M
340,972
+10%
减持
VTI
VANGUARD INDEX FDS
+$853.0K
57,383
-3%
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。
增持
IJAN
INNOVATOR ETFS TRUST
+$617.0K
207,493
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$612.0K
10,935
+89%
增持
COWG
PACER FDS TR
+$514.0K
160,362
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$509.0K
61,313
+6%
增持
VTV
VANGUARD INDEX FDS
+$355.0K
26,580
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$347.0K
31,801
+20%
清仓
MUB
ISHARES TR
-$346.0K
0
-100%
减持
VFH
VANGUARD WORLD FD
+$309.0K
32,541
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$306.0K
70,937
+6%
减持
PDEC
INNOVATOR ETFS TRUST
-$304.0K
25,544
-28%
减持
VHT
VANGUARD WORLD FD
+$282.0K
14,578
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$268.0K
48,483
-5%
增持
BALT
INNOVATOR ETFS TRUST
+$238.0K
46,147
+19%
减持
PJUL
INNOVATOR ETFS TRUST
-$235.0K
48,765
-15%
增持
VOO
VANGUARD INDEX FDS
+$226.0K
5,158
+0%
清仓
VDC
VANGUARD WORLD FDS
-$221.0K
0
-100%
减持
KJUL
INNOVATOR ETFS TRUST
-$217.0K
46,523
-17%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$216.0K
37,620
-17%
减持
VGT
VANGUARD WORLD FD
+$205.0K
8,012
-3%
增持
LLY
ELI LILLY & CO
+$202.0K
1,025
+0%
减持
DHR
DANAHER CORPORATION
+$186.0K
10,255
-0%
清仓
VO
VANGUARD INDEX FDS
-$184.0K
0
-100%
清仓
PAPR
INNOVATOR ETFS TR
-$178.0K
0
-100%
增持
PJAN
INNOVATOR ETFS TRUST
+$178.0K
87,941
+0%
清仓
VOE
VANGUARD INDEX FDS
-$169.0K
0
-100%
减持
COWZ
PACER FDS TR
-$169.0K
19,627
-22%
减持
IJUL
INNOVATOR ETFS TRUST
-$167.0K
38,353
-17%
减持
VXF
VANGUARD INDEX FDS
+$157.0K
29,550
-3%
减持
VCR
VANGUARD WORLD FD
-$157.0K
923
-38%
清仓
GOOG
ALPHABET INC
-$156.0K
0
-100%
清仓
NAPR
INNOVATOR ETFS TR
-$156.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$154.0K
0
-100%
清仓
AMZN
AMAZON COM INC
-$152.0K
0
-100%
清仓
IAPR
INNOVATOR ETFS TR
-$149.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$148.0K
0
-100%
清仓
META
META PLATFORMS INC
-$148.0K
0
-100%
清仓
EOCT
INNOVATOR ETFS TR
-$148.0K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
+$144.0K
7,436
-0%
清仓
IOCT
INNOVATOR ETFS TR
-$137.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$132.0K
2,108
+5%
清仓
XLE
SELECT SECTOR SPDR TR
-$127.0K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$125.0K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$120.0K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$119.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$117.0K
0
-100%
增持
JANW
AIM ETF PRODUCTS TRUST
+$117.0K
73,314
+2%
清仓
DIS
DISNEY WALT CO
-$109.0K
0
-100%
清仓
VIS
VANGUARD WORLD FDS
-$108.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$108.0K
0
-100%
清仓
VFQY
VANGUARD WELLINGTON FD
-$108.0K
0
-100%
增持
CALF
PACER FDS TR
+$104.0K
14,851
+14%
清仓
UDEC
INNOVATOR ETFS TR
-$98.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$97.0K
0
-100%
清仓
TXT
TEXTRON INC
-$96.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$95.0K
0
-100%
清仓
CW
CURTISS WRIGHT CORP
-$90.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$89.0K
303
-59%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$88.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$86.0K
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST
-$85.0K
0
-100%
清仓
EFA
ISHARES TR
-$85.0K
0
-100%
减持
AAPL
APPLE INC
-$85.0K
4,006
-0%
清仓
PFE
PFIZER INC
-$84.0K
0
-100%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$84.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$83.0K
0
-100%
清仓
KMPR
KEMPER CORP
-$82.0K
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$78.0K
21,691
+1%
清仓
VPU
VANGUARD WORLD FDS
-$77.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$76.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$73.0K
2,158
+0%
清仓
VDE
VANGUARD WORLD FDS
-$73.0K
0
-100%
清仓
VOX
VANGUARD WORLD FDS
-$72.0K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$72.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$71.0K
0
-100%
增持
EJAN
INNOVATOR ETFS TRUST
+$70.0K
85,388
+2%
清仓
—
EXXON MOBIL CORP
-$69.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$69.0K
0
-100%
清仓
VNT
VONTIER CORPORATION
-$69.0K
0
-100%
清仓
SUB
ISHARES TR
-$69.0K
0
-100%
清仓
GOOGL
ALPHABET INC
-$68.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$67.0K
0
-100%
清仓
TSLA
TESLA INC
-$67.0K
0
-100%
清仓
XTL
SPDR SER TR
-$65.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$61.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$60.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$59.0K
9,517
+0%
清仓
DGX
QUEST DIAGNOSTICS INC
-$57.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$55.0K
0
-100%
减持
UJAN
INNOVATOR ETFS TRUST
+$55.0K
41,820
-1%
清仓
—
SIRIUS XM HOLDINGS INC
-$54.0K
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$51.0K
0
-100%
清仓
INTC
INTEL CORP
-$51.0K
0
-100%
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$50.0K
0
-100%
增持
BAX
BAXTER INTL INC
+$48.0K
10,761
+1%
增持
VFVA
VANGUARD WELLINGTON FD
+$47.0K
6,875
+0%
减持
NJAN
INNOVATOR ETFS TRUST
-$44.0K
6,110
-18%
清仓
MA
MASTERCARD INCORPORATED
-$43.0K
0
-100%
清仓
V
VISA INC
-$40.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$39.0K
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$39.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$38.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$38.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$37.0K
24,292
-2%
清仓
—
LINDE PLC
-$37.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$36.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$36.0K
0
-100%
清仓
GLW
CORNING INC
-$35.0K
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$35.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$34.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$34.0K
0
-100%
清仓
VNLA
JANUS DETROIT STR TR
-$33.0K
0
-100%
清仓
MRNA
MODERNA INC
-$33.0K
0
-100%
清仓
RVTY
REVVITY INC
-$33.0K
0
-100%
清仓
TJX
TJX COS INC NEW
-$33.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$33.0K
0
-100%
清仓
EFX
EQUIFAX INC
-$33.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$33.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.0K
2,563
+0%
清仓
CVX
CHEVRON CORP NEW
-$31.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$31.0K
901
+0%
清仓
EAPR
INNOVATOR ETFS TR
-$29.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$28.0K
0
-100%
增持
HD
HOME DEPOT INC
+$28.0K
746
+0%
清仓
UBER
UBER TECHNOLOGIES INC
-$27.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$26.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$26.0K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$25.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$24.0K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$24.0K
3,208
-9%
清仓
DXCM
DEXCOM INC
-$24.0K
0
-100%
清仓
HAS
HASBRO INC
-$24.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$24.0K
0
-100%
增持
—
HANESBRANDS INC
+$24.0K
17,119
+1%
清仓
WU
WESTERN UN CO
-$23.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$22.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$22.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$21.0K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$21.0K
0
-100%
清仓
ADBE
ADOBE INC
-$20.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$19.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$19.0K
0
-100%
清仓
CRM
SALESFORCE INC
-$18.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$18.0K
0
-100%
清仓
WMT
WALMART INC
-$18.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$18.0K
0
-100%
清仓
PEP
PEPSICO INC
-$17.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$17.0K
0
-100%