LB

Lane Brothers & Co INC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.4亿

申报季度: 2026-03-31 · 持股只数: 83

LANE BROTHERS & CO INC在最新一期 13F 报告中披露了 83 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 9.4%。

机构性格雪花图

集中度
20.02
持仓稳定性
9.4
动能／逆势
100
行业集中度
73.53
多样化
100
仓位均衡度
82.13

近期动向

  • 减仓 QGRO

    -15.2%　-US$198.5万

  • 加仓 JPST

    +5.8%　US$97.3万

  • 加仓 FLTR

    +5.6%　US$84.3万

  • 加仓 XLE

    +13.3%　US$84.0万

  • 减仓 IVV

    -7.8%　-US$86.1万

  • 加仓 RSPA

    +10.0%　US$47.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JPSTJpmorgan Ultra-short IncomeETF-其他12.95%+0.80%+5.75%
2FLTRVaneck Ig Floating Rate ETFETF-其他11.55%+0.69%+5.62%
3AVDEAvantis International EquityETF-其他5.60%—-2.52%
4VEAVanguard Ftse Developed ETFETF-其他5.22%+0.06%-1.98%
5QGROAmerican Century US QualityETF-其他5.06%-1.40%-15.21%
6RSPAInvesco S&p 500 Ew Income AdETF-大型股与成长4.74%+0.38%+10.01%
7IVVIshares Core S&p 500 ETFETF-大型股与成长4.56%-0.60%-7.82%
8AVUSAvantis U.s. Equity ETFETF-其他3.38%-0.36%-9.66%
9IFRAIshares US InfrastructureETF-其他2.85%+0.16%-3.44%
10PAVEGlobal X US InfrastructureETF-其他2.56%—-6.81%
11NVDANvidia CORP股票-科技2.39%-0.17%-0.54%
12AIRRFirst Trust Rba American IndETF-其他2.16%-0.06%-14.28%
13SPTMSs Spdr P S&p 1500 Comp ETFETF-其他1.88%-0.34%-12.15%
14XLESs Energy Select SectorETF-其他1.72%+0.62%+13.33%
15XMESs Spdr S&p Metals MiningETF-其他1.71%+0.22%+9.60%
16LVHIFranklin International Low VETF-其他1.70%+0.25%+6.15%
17FYLDCambria Foreign ShareholderETF-其他1.64%+0.29%+4.54%
18DIVIFranklin International CoreETF-其他1.60%+0.11%+4.15%
19AAPLApple INC股票-科技1.47%-0.05%+2.58%
20XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.45%+0.28%+14.97%
21JIREJpmorgan Int Res Enh EqtyETF-其他1.24%+0.11%+7.09%
22VTIVanguard Total Stock Mkt ETFETF-其他1.18%-0.04%—
23BUCKSimplify Treasury Option INCETF-政府公债1.15%——
24MSFTMicrosoft CORP股票-科技1.05%-0.33%-0.81%
25FLOTIshares Floating Rate Bond EETF-其他1.04%-0.07%-6.63%
26DYNFIshrs US E F R A Etf-usd INCETF-其他0.68%-0.06%-4.56%
27NEARIshares Sh Dba ETF Usd INCETF-其他0.65%—+1.49%
28IYWIshares Ustechnology ETFETF-科技型0.65%-0.08%-3.53%
29QUALIshares Msci USA Quality FacETF-其他0.64%-0.07%-8.01%
30ULUnilever Plc-sponsored Adr股票-非周期性消费0.61%-0.08%-0.03%
31GOOGLAlphabet Inc-cl A股票-通信服务0.57%-0.05%-0.04%
32SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.55%-0.05%-4.69%
33WFCWells Fargo & Co股票-金融0.55%-0.10%-0.82%
34IVWIshares S&p 500 Growth ETFETF-大型股与成长0.55%-0.07%-4.74%
35AMZNAmazon.com INC股票-周期性消费0.54%-0.06%-0.50%
36VUGVanguard Growth ETFETF-其他0.52%-0.10%-6.49%
37SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.49%—-5.37%
38VXUSVanguard Total Intl StockETF-其他0.48%——
39COSTCostco Wholesale CORP股票-非周期性消费0.45%+0.06%—
40SMHVaneck Semiconductor ETFETF-其他0.41%—-0.54%
41ICVTIshares Convertible Bond ETFETF-其他0.39%—+0.06%
42IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.39%—-0.49%
43EFVIshares Msci Eafe Value ETFETF-其他0.37%—-6.50%
44MBSFRegan Floating Rate Mbs ETFETF-其他0.37%—+5.60%
45FRDMFreedom 100 Emeging Mrkt ETFETF-其他0.36%-0.05%-16.93%
46XOMExxon Mobil CORP股票-能源0.33%+0.10%+0.52%
47OXYOccidental Petroleum CORP股票-能源0.32%+0.12%—
48CVXChevron CORP股票-能源0.28%+0.08%+0.65%
49METAMeta Platforms Inc-class A股票-通信服务0.28%-0.03%+1.22%
50XLKSs Technology Select SectorETF-科技型0.27%-0.03%-3.63%
1–50 of 83

本季持股变动

Lane Brothers & Co INC 在 2026-03-31 最显著的持仓异动： 减仓: American Century US Quality (QGRO) — 股数 -15.21%; 加仓: Jpmorgan Ultra-short Income (JPST) — 股数 +5.75%; 加仓: Vaneck Ig Floating Rate ETF (FLTR) — 股数 +5.62%; 加仓: Ss Energy Select Sector (XLE) — 股数 +13.33%; 减仓: Ishares Core S&p 500 ETF (IVV) — 股数 -7.82%.

Lane Brothers & Co INC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1JPSTJpmorgan Ultra-short Income+0.8%+5.75%加仓
2FLTRVaneck Ig Floating Rate ETF+0.7%+5.62%加仓
3XLESs Energy Select Sector+0.6%+13.33%加仓
4RSPAInvesco S&p 500 Ew Income Ad+0.4%+10.01%加仓
5FYLDCambria Foreign Shareholder+0.3%+4.54%加仓
6XLUSt Sr Utl Sl Se Spdr Etf-usd+0.3%+14.97%加仓
7LVHIFranklin International Low V+0.3%+6.15%加仓
8XMESs Spdr S&p Metals Mining+0.2%+9.60%加仓
9IFRAIshares US Infrastructure+0.2%-3.44%减仓
10OXYOccidental Petroleum CORP+0.1%—不变
11DIVIFranklin International Core+0.1%+4.15%加仓
12JIREJpmorgan Int Res Enh Eqty+0.1%+7.09%加仓
13XOMExxon Mobil CORP+0.1%+0.52%加仓
14CVXChevron CORP+0.1%+0.65%加仓
15COSTCostco Wholesale CORP+0.1%—不变
16BPBp Plc-spons Adr+0.1%+1.07%加仓
17GEVGE Vernova INC+0.1%+0.29%加仓
18VEAVanguard Ftse Developed ETF+0.1%-1.98%减仓
19CATCaterpillar INC0%—不变
20MOAltria Group INC0%+1.56%加仓
21AVGOBroadcom INC0%-0.98%减仓
22METAMeta Platforms Inc-class A0%+1.22%加仓
23SPYGSs Spdr P S&p 500 Growth ETF0%-8.85%减仓
24XLKSs Technology Select Sector0%-3.63%减仓
25VTIVanguard Total Stock Mkt ETF0%—不变
26ABTAbbott Laboratories0%-0.39%减仓
27IBMIntl Business Machines CORP0%+0.38%加仓
28TSLATesla INC0%+5.42%加仓
29AAPLApple INC-0.1%+2.58%加仓
30SPYMSte Str Spdr Pt S&p 500 ETF-0.1%-4.69%减仓
31OZBelpointe Prep Llc- Class A-0.1%—不变
32GOOGLAlphabet Inc-cl A-0.1%-0.04%减仓
33FRDMFreedom 100 Emeging Mrkt ETF-0.1%-16.93%减仓
34QQQInvesco Qqq Trust Series 1-0.1%-15.61%减仓
35AIRRFirst Trust Rba American Ind-0.1%-14.28%减仓
36DYNFIshrs US E F R A Etf-usd INC-0.1%-4.56%减仓
37AMZNAmazon.com INC-0.1%-0.50%减仓
38QUALIshares Msci USA Quality Fac-0.1%-8.01%减仓
39IVWIshares S&p 500 Growth ETF-0.1%-4.74%减仓
40FLOTIshares Floating Rate Bond E-0.1%-6.63%减仓
41IYWIshares Ustechnology ETF-0.1%-3.53%减仓
42ULUnilever Plc-sponsored Adr-0.1%-0.03%减仓
43VUGVanguard Growth ETF-0.1%-6.49%减仓
44WFCWells Fargo & Co-0.1%-0.82%减仓
45NVDANvidia CORP-0.2%-0.54%减仓
46MSFTMicrosoft CORP-0.3%-0.81%减仓
47SPTMSs Spdr P S&p 1500 Comp ETF-0.3%-12.15%减仓
48AVUSAvantis U.s. Equity ETF-0.4%-9.66%减仓
49IVVIshares Core S&p 500 ETF-0.6%-7.82%减仓
50QGROAmerican Century US Quality-1.4%-15.21%减仓

FAQ

Lane Brothers & Co INC 是什么机构？属于哪种投资人类型？
Lane Brothers & Co INC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.4亿，分布在 83 个已申报仓位之中。
Lane Brothers & Co INC 目前前几大持股有哪些？
根据最新 13F 申报，Lane Brothers & Co INC 按市值排列的前几大持股为： 1. Jpmorgan Ultra-short Income (JPST) — US$1776.4万 (12.9%) 2. Vaneck Ig Floating Rate ETF (FLTR) — US$1584.5万 (11.6%) 3. Avantis International Equity (AVDE) — US$768.4万 (5.6%) 4. Vanguard Ftse Developed ETF (VEA) — US$716.7万 (5.2%) 5. American Century US Quality (QGRO) — US$694.4万 (5.1%)
Lane Brothers & Co INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lane Brothers & Co INC 共进行了 45 项显著调整：新建仓 0 个仓位、加仓 19 个既有持股、减仓 26 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: American Century US Quality (QGRO) — 股数 -15.21%; 加仓: Jpmorgan Ultra-short Income (JPST) — 股数 +5.75%; 加仓: Vaneck Ig Floating Rate ETF (FLTR) — 股数 +5.62%; 加仓: Ss Energy Select Sector (XLE) — 股数 +13.33%; 减仓: Ishares Core S&p 500 ETF (IVV) — 股数 -7.82%
Lane Brothers & Co INC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Lane Brothers & Co INC 的主要板块分布如下： • Information Technology: 44.4% • Consumer Staples: 14.1% • Energy: 9.2% • Communication Services: 8.3% • Consumer Discretionary: 6.5% • Financials: 5.7%