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LVZ, Inc.

分散型投资策略趋势追踪型长期持有型

申报总市值

US$9.8亿

申报季度: 2026-06-30 · 持股只数: 177

LVZ, Inc.在最新一期 13F 报告中披露了 177 项持股，申报期为 2026-06-30，总持股市值约为 US$9.8亿，季度换手率为 12.4%。

机构性格雪花图

集中度
33.47
持仓稳定性
12.4
动能／逆势
100
行业集中度
55.38
多样化
100
仓位均衡度
62.73

近期动向

  • 加仓 IVW

    -1.0%　US$2408.4万

  • 减仓 FTCB

    +0.1%　-US$29.2万

  • 减仓 JBND

    -0.2%　-US$37.4万

  • 减仓 DFAI

    +0.8%　US$756.3万

  • 减仓 IVE

    +0.6%　US$986.5万

  • 减仓 AGG

    +2.7%　US$85.0万

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
1IVWIshares S&p 500 Growth ETFETF-大型股与成长14.49%+0.97%-1.04%
2IVEIshares S&p 500 Value ETFETF-大型股与成长13.29%-0.51%+0.58%
3DFAIDimensional International CoETF-其他12.23%-0.65%+0.78%
4SDVYFirst Trust Smid Cap RisingETF-其他11.85%-0.18%+1.11%
5JQUAJpmorgan US Quality FactorETF-其他7.46%+0.34%-0.15%
6FTCBFt Core Investment Grade ETFETF-投资级公司债6.87%-0.88%+0.07%
7JBNDJpmorgan Active Bond ETFETF-其他5.24%-0.69%-0.22%
8AGGIshares Core U.s. AggregateETF-其他3.61%-0.35%+2.75%
9DUHPDimensional US High Profi EtETF-其他2.97%+0.09%+1.88%
10DFUSDimensional US Eq Mkt ETFETF-其他1.03%+0.08%+5.30%
11ITOTIshares Core S&p Total U.s.ETF-其他0.88%+0.06%+4.42%
12DFCFDimensional Core Fixed INCETF-其他0.82%-0.03%+7.51%
13DXUVDimensional US Vtor Eqty ETFETF-其他0.75%+0.04%+5.67%
14AAPLApple INC股票-科技0.69%-0.02%-4.43%
15IVVIshares Core S&p 500 ETFETF-大型股与成长0.68%+0.14%+22.94%
16BIBLInspire 100 ETFETF-其他0.64%+0.05%-0.46%
17RDVYFirst Trust Rising DividendETF-其他0.58%+0.01%-2.79%
18FTCFirst Trust Large Cap GrowthETF-大型股与成长0.52%+0.04%-3.77%
19ELCVEventide High Dividend ETFETF-其他0.51%—-0.19%
20TPIFTimothy Plan Intl ETFETF-其他0.49%—-0.07%
21IBDInspire Corporate Bond ETFETF-投资级公司债0.48%—+1.19%
22IJHIshares Core S&p Midcap ETFETF-其他0.46%+0.14%+41.04%
23TPLCTimothy Pln US Lrg/mid CapETF-其他0.44%-0.02%+0.37%
24FDTFirst Trust Develp Mkt Ex-usETF-其他0.40%—-3.10%
25AMZNAmazon.com INC股票-周期性消费0.34%+0.02%+4.02%
26FTGSFirst Trust Grwth Strgth ETFETF-其他0.31%—-3.42%
27XLKSs Technology Select SectorETF-科技型0.30%+0.08%+4.61%
28INCMFranklin Income Focus ETFETF-其他0.28%—+2.46%
29MSFTMicrosoft CORP股票-科技0.24%—+9.82%
30IJRIshares Core S&p Small-cap EETF-中小型股0.24%+0.15%+156.02%
31SPHYSs Spdr P High Yield ETFETF-非投资级债0.23%—+12.62%
32AMATApplied Materials INC股票-科技0.23%+0.08%-16.12%
33DFASDimensional US Small Cap ETFETF-中小型股0.23%+0.02%+5.73%
34JPMJpmorgan Chase & Co股票-金融0.22%—+3.49%
35SOSouthern Co/the股票-公用事业0.22%—+2.22%
36BUFRFt Vest Lad Buffervetf-usd IETF-其他0.21%+0.06%+45.36%
37IEFAIshares Core Msci Eafe ETFETF-其他0.19%—-2.73%
38SYKStryker CORP股票-医疗保健0.19%—+18.13%
39VVisa Inc-class A Shares股票-金融0.18%+0.02%+13.97%
40NVDANvidia CORP股票-科技0.18%—+1.38%
41LLYEli Lilly & Co股票-医疗保健0.18%+0.02%-6.00%
42FTHIFthi/first Trust Exchange-trETF-其他0.16%—+4.32%
43IWCIshares Micro-cap ETFETF-其他0.16%+0.16%NEW
44SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.15%—-2.32%
45LRCXLam Research CORP股票-科技0.15%+0.06%-11.35%
46IEMGIshares Core Msci EmergingETF-新兴市场0.15%+0.15%NEW
47COSTCostco Wholesale CORP股票-非周期性消费0.15%—+3.16%
48IPACIshares Core Msci Pacific EtETF-其他0.15%—-15.26%
49ISMDInspire Small/mid Cap ETFETF-其他0.15%—-0.57%
50TSMTaiwan Semiconductor-sp Adr股票-科技0.14%+0.03%+1.86%
1–50 of 177

本季持股变动

LVZ, Inc. 在 2026-06-30 最显著的持仓异动： 新建仓: Ishares Micro-cap ETF (IWC); 新建仓: Ishares Core Msci Emerging (IEMG); 新建仓: Fidelity Value Factor ETF (FVAL); 新建仓: Ishares Core Msci Europe ETF (IEUR); 新建仓: Fidelity Quality Factor ETF (FQAL).

LVZ, Inc. 于截至 2026-06-30 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
1IVWIshares S&p 500 Growth ETF+1%-1.04%减仓
2JQUAJpmorgan US Quality Factor+0.3%-0.15%减仓
3IWCIshares Micro-cap ETF+0.2%NEW新建仓
4IJRIshares Core S&p Small-cap E+0.2%+156.02%加仓
5IEMGIshares Core Msci Emerging+0.2%NEW新建仓
6IVVIshares Core S&p 500 ETF+0.1%+22.94%加仓
7IJHIshares Core S&p Midcap ETF+0.1%+41.04%加仓
8FVALFidelity Value Factor ETF+0.1%NEW新建仓
9IEURIshares Core Msci Europe ETF+0.1%NEW新建仓
10FQALFidelity Quality Factor ETF+0.1%NEW新建仓
11HYGIshr Ibx Usd Hiyld Cb Etf-ui+0.1%NEW新建仓
12DUHPDimensional US High Profi Et+0.1%+1.88%加仓
13DFUSDimensional US Eq Mkt ETF+0.1%+5.30%加仓
14AMATApplied Materials INC+0.1%-16.12%减仓
15XLKSs Technology Select Sector+0.1%+4.61%加仓
16ITOTIshares Core S&p Total U.s.+0.1%+4.42%加仓
17BUFRFt Vest Lad Buffervetf-usd I+0.1%+45.36%加仓
18LRCXLam Research CORP+0.1%-11.35%减仓
19BIBLInspire 100 ETF+0.1%-0.46%减仓
20AMDAdvanced Micro Devices+0.1%NEW新建仓
21DXUVDimensional US Vtor Eqty ETF0%+5.67%加仓
22FTCFirst Trust Large Cap Growth0%-3.77%减仓
23APPFAppfolio INC - A0%+75.79%加仓
24CRWDCrowdstrike Holdings INC - A0%NEW新建仓
25DMAYFt Vest US Equity Deep Buffe0%NEW新建仓
26DAPRFt Vest U.s. Equity Deep Buf0%+157.63%加仓
27TSMTaiwan Semiconductor-sp Adr0%+1.86%加仓
28ANETArista Networks INC0%+0.98%加仓
29GAPRFt Vest US Equity Moderate B0%NEW新建仓
30FEBMFt Vest US Eq Max Buf Feb0%NEW新建仓
31AMZNAmazon.com INC0%+4.02%加仓
32DFASDimensional US Small Cap ETF0%+5.73%加仓
33VVisa Inc-class A Shares0%+13.97%加仓
34LLYEli Lilly & Co0%-6.00%减仓
35CSCOCisco Systems INC0%-11.12%减仓
36SNSharkNinja, Inc.0%-3.83%减仓
37SPOTSpotify Technology S.A.0%+68.41%加仓
38PGRProgressive CORP0%+37.79%加仓
39RDVYFirst Trust Rising Dividend0%-2.79%减仓
40ELCVEventide High Dividend ETF—-0.19%减仓
41AAPLApple INC0%-4.43%减仓
42TPLCTimothy Pln US Lrg/mid Cap0%+0.37%加仓
43DFCFDimensional Core Fixed INC0%+7.51%加仓
44COPConocophillips0%-1.39%减仓
45SDVYFirst Trust Smid Cap Rising-0.2%+1.11%加仓
46AGGIshares Core U.s. Aggregate-0.4%+2.75%加仓
47IVEIshares S&p 500 Value ETF-0.5%+0.58%加仓
48DFAIDimensional International Co-0.7%+0.78%加仓
49JBNDJpmorgan Active Bond ETF-0.7%-0.22%减仓
50FTCBFt Core Investment Grade ETF-0.9%+0.07%加仓

FAQ

LVZ, Inc. 是什么机构？属于哪种投资人类型？
LVZ, 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$9.8亿，分布在 177 个已申报仓位之中。
LVZ, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，LVZ, Inc. 按市值排列的前几大持股为： 1. Ishares S&p 500 Growth ETF (IVW) — US$1.4亿 (14.5%) 2. Ishares S&p 500 Value ETF (IVE) — US$1.3亿 (13.3%) 3. Dimensional International Co (DFAI) — US$1.2亿 (12.2%) 4. First Trust Smid Cap Rising (SDVY) — US$1.2亿 (11.8%) 5. Jpmorgan US Quality Factor (JQUA) — US$7341.6万 (7.5%)
LVZ, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，LVZ, Inc. 共进行了 50 项显著调整：新建仓 11 个仓位、加仓 25 个既有持股、减仓 14 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ishares Micro-cap ETF (IWC); 新建仓: Ishares Core Msci Emerging (IEMG); 新建仓: Fidelity Value Factor ETF (FVAL); 新建仓: Ishares Core Msci Europe ETF (IEUR); 新建仓: Fidelity Quality Factor ETF (FQAL)
LVZ, 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，LVZ, Inc. 的主要板块分布如下： • Information Technology: 36.5% • Financials: 11.5% • Consumer Discretionary: 9.9% • Health Care: 9.3% • Industrials: 8.4% • Communication Services: 6.6%