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Lionshead Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lionshead Wealth Management, LLC
报告期 2026-03-31 · CIK 0002056752
持仓数
108
前50大市值合计
$115.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 119 项
建仓 7
增持 11
减持 67
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$4.7M
25,388
-39%
减持
HYG
ISHARES TR
-$3.7M
13,723
-77%
减持
FHDG
FIRST TR EXCHNG TRADED FD VI
-$3.3M
11,220
-91%
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。
减持
YMAR
FIRST TR EXCHNG TRADED FD VI
-$2.8M
29,815
-81%
减持
EZM
WISDOMTREE TR
-$2.5M
52,977
-41%
建仓
DHDG
FIRST TR EXCHNG TRADED FD VI
+$2.5M
81,238
建仓
YSEP
FIRST TR EXCHNG TRADED FD VI
+$2.2M
98,324
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.2M
97,712
-24%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.1M
27,986
-47%
建仓
SJNK
SPDR SER TR
+$2.0M
80,110
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
3,756
-40%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
5,971
-50%
减持
VOT
VANGUARD INDEX FDS
-$1.4M
12,798
-29%
建仓
JMBS
JANUS DETROIT STR TR
+$1.2M
26,499
建仓
VOE
VANGUARD INDEX FDS
+$1.2M
7,177
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.1M
51,396
-24%
减持
DFAI
DIMENSIONAL ETF TRUST
-$1.0M
110,592
-28%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.0M
48,036
-47%
减持
BIV
VANGUARD BD INDEX FDS
-$940.7K
61,850
-19%
减持
SPYG
SPDR SER TR
-$920.2K
27,746
-23%
建仓
SOXX
ISHARES TR
+$820.4K
4,360
减持
IWF
ISHARES TR
-$709.3K
1,790
-47%
建仓
SEIX
VIRTUS ETF TR II
+$692.0K
29,311
减持
TSLA
TESLA INC
-$666.5K
3,842
-7%
减持
NVDA
NVIDIA CORPORATION
-$657.4K
9,143
-26%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$655.4K
26,961
+69%
减持
IWO
ISHARES TR
-$651.4K
5,494
-23%
减持
IWM
ISHARES TR
-$611.9K
5,883
-27%
清仓
IJT
ISHARES TR
-$592.1K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$563.2K
3,178
-50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$514.7K
1,649
-46%
减持
BX
BLACKSTONE INC
-$502.9K
2,997
-44%
减持
BOND
PIMCO ETF TR
-$456.9K
7,281
-41%
减持
META
META PLATFORMS INC
-$435.6K
3,257
-18%
减持
DUHP
DIMENSIONAL ETF TRUST
-$426.2K
14,755
-46%
减持
XLI
SELECT SECTOR SPDR TR
-$409.9K
3,095
-50%
减持
VTV
VANGUARD INDEX FDS
-$400.1K
2,895
-46%
减持
PWR
QUANTA SVCS INC
-$398.2K
6,185
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$395.6K
26,992
-46%
清仓
RVNU
DBX ETF TR
-$386.3K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$385.4K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$368.6K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$367.8K
2,243
-38%
清仓
BDX
BECTON DICKINSON & CO
-$359.1K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$356.7K
0
-100%
清仓
SRE
SEMPRA
-$346.1K
0
-100%
清仓
AVDS
AMERICAN CENTY ETF TR
-$342.6K
0
-100%
减持
AMZN
AMAZON COM INC
-$340.9K
6,114
-11%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$336.4K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$335.6K
0
-100%
清仓
ABT
ABBOTT LABS
-$326.8K
0
-100%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$310.3K
7,348
-45%
清仓
DFUS
DIMENSIONAL ETF TRUST
-$291.9K
0
-100%
减持
ESOA
ENERGY SVCS ACQUISITION CORP
-$275.0K
17,382
-50%
清仓
MMM
3M CO
-$271.7K
0
-100%
清仓
V
VISA INC
-$270.5K
0
-100%
清仓
XSD
SPDR SER TR
-$268.3K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$268.2K
5,724
-50%
清仓
DFEV
DIMENSIONAL ETF TRUST
-$261.1K
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$260.0K
0
-100%
清仓
DGS
WISDOMTREE TR
-$257.7K
0
-100%
清仓
TOL
TOLL BROTHERS INC
-$251.5K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$249.8K
0
-100%
减持
IWN
ISHARES TR
-$246.6K
1,436
-49%
清仓
PICK
ISHARES INC
-$244.7K
0
-100%
清仓
GOOGL
ALPHABET INC
-$234.2K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$228.1K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$226.3K
0
-100%
清仓
QDEF
FLEXSHARES TR
-$224.7K
0
-100%
清仓
CSCO
CISCO SYS INC
-$223.8K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$221.7K
876
-49%
减持
ABBV
ABBVIE INC
-$219.0K
1,634
-48%
减持
DFIC
DIMENSIONAL ETF TRUST
-$216.4K
11,003
-46%
清仓
DFSV
DIMENSIONAL ETF TRUST
-$215.8K
0
-100%
清仓
AVSC
AMERICAN CENTY ETF TR
-$213.6K
0
-100%
清仓
UST
PROSHARES TR
-$208.1K
0
-100%
减持
KVLE
KRANESHARES TRUST
-$205.3K
9,516
-46%
清仓
NFLX
NETFLIX INC
-$204.1K
0
-100%
减持
IVLU
ISHARES TR
-$203.1K
10,440
-46%
清仓
LMT
LOCKHEED MARTIN CORP
-$202.5K
0
-100%
清仓
—
BARRICK GOLD CORP
-$198.0K
0
-100%
减持
MPC
MARATHON PETE CORP
-$190.2K
1,462
-49%
减持
DFAE
DIMENSIONAL ETF TRUST
-$177.9K
8,602
-46%
减持
SNPS
SYNOPSYS INC
-$174.9K
897
-22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$170.9K
2,109
-34%
清仓
AMX
AMERICA MOVIL SAB DE CV
-$164.9K
0
-100%
增持
TFLO
ISHARES TR
+$160.7K
61,725
+5%
减持
CRM
SALESFORCE INC
-$159.9K
1,613
-9%
减持
MSFT
MICROSOFT CORP
-$156.2K
2,815
-2%
减持
AGGY
WISDOMTREE TR
-$153.7K
5,134
-41%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$150.6K
8,359
-41%
清仓
—
ROIVANT SCIENCES LTD
-$118.3K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$113.4K
3,640
-11%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$109.6K
77,601
-11%
增持
SGOV
ISHARES TR
+$100.2K
27,018
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$95.0K
3,665
-30%
减持
TMUS
T-MOBILE US INC
+$93.0K
2,038
-0%
减持
PFE
PFIZER INC
-$90.9K
24,684
-9%
增持
DFAU
DIMENSIONAL ETF TRUST
-$85.7K
44,935
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$84.1K
2,440
+14%
增持
GOOG
ALPHABET INC
-$76.2K
2,628
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$70.3K
754
-12%
减持
UNH
UNITEDHEALTH GROUP INC
-$63.7K
568
-20%
减持
BNY
BANK NEW YORK MELLON CORP
-$61.8K
7,302
-17%
减持
HD
HOME DEPOT INC
-$61.4K
2,314
-1%
减持
AOS
SMITH A O CORP
-$61.1K
9,651
-5%
减持
INTU
INTUIT
-$43.6K
494
-11%
增持
OWL
BLUE OWL CAPITAL INC
-$42.0K
13,867
+1%
增持
QQQ
INVESCO QQQ TR
-$40.1K
4,676
+7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$24.4K
802
+6%
增持
MRK
MERCK & CO INC
-$20.8K
5,686
+6%
减持
ED
CONSOLIDATED EDISON INC
-$19.1K
2,005
-26%
减持
HON
HONEYWELL INTL INC
-$18.2K
1,246
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$9.6K
12,992
-11%
减持
LLY
ELI LILLY & CO
-$4.7K
543
-7%
减持
WFC
WELLS FARGO CO NEW
+$4.6K
3,452
-0%
减持
RTX
RTX CORPORATION
+$2.9K
2,398
-12%
减持
FE
FIRSTENERGY CORP
+$2.9K
5,283
-0%
增持
QCOM
QUALCOMM INC
+$104
4,897
+0%
