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MPS Loria Financial Planners, LLC

行业集中型趋势追踪型长期持有型

申报总市值

US$3.8亿

申报季度: 2026-03-31 · 持股只数: 94

MPS Loria Financial Planners, LLC在最新一期 13F 报告中披露了 94 项持股，申报期为 2026-03-31，总持股市值约为 US$3.8亿，季度换手率为 6.6%。

机构性格雪花图

集中度
66.46
持仓稳定性
6.63
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
62.66

近期动向

  • 减仓 AAPL

    -0.8%　-US$564.8万

  • 加仓 VB

    +1.6%　US$125.9万

  • 加仓 USRT

    +6.7%　US$155.8万

  • 减仓 SCHP

    -20.0%　-US$218.5万

  • 减仓 PGR

    -12.4%　-US$87.0万

  • 加仓 CVX

    +0.0%　US$69.7万

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

仅显示前 89 大持股（共 94 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IWBIshares Russell 1000 ETFETF-其他32.07%+0.05%+2.21%
2AAPLApple INC股票-科技18.74%-0.96%-0.77%
3IEMGIshares Core Msci EmergingETF-新兴市场11.59%-0.10%-6.86%
4VBVanguard Small-cap ETFETF-其他10.67%+0.60%+1.65%
5USRTIshares Core US Reit ETFETF-其他4.18%+0.51%+6.74%
6SCHPSchwab U.s. Tips ETFETF-其他2.36%-0.50%-19.99%
7IWVIshares Russell 3000 ETFETF-其他1.26%—+1.40%
8AGGIshares Core U.s. AggregateETF-其他1.06%+0.09%+6.96%
9ABBVAbbvie INC股票-医疗保健0.92%-0.01%+0.69%
10EFAIshares Msci Eafe ETFETF-其他0.81%-0.01%-5.41%
11SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.80%-0.03%-0.45%
12PGRProgressive CORP股票-金融0.74%-0.20%-12.44%
13MSFTMicrosoft CORP股票-科技0.74%-0.19%+0.79%
14NVDANvidia CORP股票-科技0.70%+0.12%+26.63%
15CVXChevron CORP股票-能源0.70%+0.20%+0.02%
16MCKMckesson CORP股票-医疗保健0.65%+0.05%+0.07%
17GOOGLAlphabet Inc-cl A股票-通信服务0.64%-0.04%-0.04%
18UNHUnitedhealth Group INC股票-医疗保健0.54%-0.10%+0.62%
19AMZNAmazon.com INC股票-周期性消费0.47%-0.03%+1.57%
20BRK-BBerkshire Hathaway Inc-cl B股票-其他0.46%-0.01%—
21ABTAbbott Laboratories股票-医疗保健0.45%-0.08%+0.54%
22GOOGAlphabet Inc-cl C股票-通信服务0.44%-0.03%+0.05%
23QQQInvesco Qqq Trust Series 1ETF-科技型0.43%-0.02%-0.95%
24JNJJohnson & Johnson股票-医疗保健0.42%+0.07%-0.31%
25AORIshares Core 60/40 BalancedETF-其他0.36%+0.04%+11.92%
26SDYSs Spdr S&p Dividend ETFETF-其他0.34%—-2.88%
27SMHVaneck Semiconductor ETFETF-其他0.28%——
28AOAIshares Core 80/20 AggressivETF-其他0.25%+0.04%+15.70%
29BUSEFirst Busey CORP股票-其他0.25%—+1.05%
30XOMExxon Mobil CORP股票-能源0.24%+0.08%+0.55%
31VGTVanguard Info Tech ETFETF-科技型0.20%—+0.18%
32HDHome Depot INC股票-周期性消费0.20%—+0.09%
33MCDMcdonald's CORP股票-周期性消费0.18%—+0.42%
34GEGeneral Electric股票-工业0.18%-0.01%-1.95%
35VIGVanguard Dividend Apprec ETFETF-其他0.18%—+0.58%
36LLYEli Lilly & Co股票-医疗保健0.18%-0.02%+0.14%
37CSCOCisco Systems INC股票-科技0.17%—+0.45%
38SHWSherwin-williams Co/the股票-原材料0.17%—+0.26%
39WECWec Energy Group INC股票-公用事业0.16%—-1.52%
40WMTWalmart INC股票-非周期性消费0.16%—+0.08%
41AVGOBroadcom INC股票-科技0.15%-0.02%-2.28%
42CATCaterpillar INC股票-工业0.14%+0.03%+0.13%
43RWOState Street Spdr Dow JonesETF-其他0.14%—+2.20%
44GEVGE Vernova INC股票-工业0.14%+0.04%-1.00%
45NFLXNetflix INC股票-通信服务0.14%——
46AOMIshares Core 40/60 ModerateETF-其他0.13%—+1.66%
47VZVerizon Communications INC股票-通信服务0.13%+0.03%+2.43%
48NEENextera Energy INC股票-公用事业0.13%+0.02%+0.53%
49BF-BBrown-forman Corp-class B股票-其他0.13%—-1.53%
50TSLATesla INC股票-周期性消费0.13%-0.02%-0.60%
1–50 of 89

本季持股变动

MPS Loria Financial Planners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Takeda Pharmaceutic-sp Adr (TAK); 清仓: Vanguard Ftse Emerging Marke (VWO); 新建仓: AstraZeneca PLC (AZN); 新建仓: Conocophillips (COP); 新建仓: Ishares Semiconductor ETF (SOXX).

MPS Loria Financial Planners, LLC 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
1VBVanguard Small-cap ETF+0.6%+1.65%加仓
2USRTIshares Core US Reit ETF+0.5%+6.74%加仓
3CVXChevron CORP+0.2%+0.02%加仓
4NVDANvidia CORP+0.1%+26.63%加仓
5AGGIshares Core U.s. Aggregate+0.1%+6.96%加仓
6XOMExxon Mobil CORP+0.1%+0.55%加仓
7JNJJohnson & Johnson+0.1%-0.31%减仓
8IWBIshares Russell 1000 ETF+0.1%+2.21%加仓
9GLWCorning INC+0.1%+0.18%加仓
10MCKMckesson CORP+0.1%+0.07%加仓
11AORIshares Core 60/40 Balanced0%+11.92%加仓
12GEVGE Vernova INC0%-1.00%减仓
13AOAIshares Core 80/20 Aggressiv0%+15.70%加仓
14CATCaterpillar INC0%+0.13%加仓
15VZVerizon Communications INC0%+2.43%加仓
16COSTCostco Wholesale CORP0%+9.25%加仓
17NEENextera Energy INC0%+0.53%加仓
18AMATApplied Materials INC0%—不变
19IWVIshares Russell 3000 ETF—+1.40%加仓
20ABBVAbbvie INC0%+0.69%加仓
21EFAIshares Msci Eafe ETF0%-5.41%减仓
22BRK-BBerkshire Hathaway Inc-cl B0%—不变
23GEGeneral Electric0%-1.95%减仓
24PGProcter & Gamble Co/the0%-14.80%减仓
25METAMeta Platforms Inc-class A0%+0.13%加仓
26QQQInvesco Qqq Trust Series 10%-0.95%减仓
27LLYEli Lilly & Co0%+0.14%加仓
28TSLATesla INC0%-0.60%减仓
29ORCLOracle CORP0%+0.23%加仓
30IBMIntl Business Machines CORP0%+0.39%加仓
31AVGOBroadcom INC0%-2.28%减仓
32CEGConstellation Energy0%+0.10%加仓
33SPYSs Spdr S&p 500 ETF Trust-us0%-0.45%减仓
34AMZNAmazon.com INC0%+1.57%加仓
35GOOGAlphabet Inc-cl C0%+0.05%加仓
36DISWalt Disney Co/the0%-8.51%减仓
37GOOGLAlphabet Inc-cl A0%-0.04%减仓
38ABTAbbott Laboratories-0.1%+0.54%加仓
39IEMGIshares Core Msci Emerging-0.1%-6.86%减仓
40UNHUnitedhealth Group INC-0.1%+0.62%加仓
41MSFTMicrosoft CORP-0.2%+0.79%加仓
42PGRProgressive CORP-0.2%-12.44%减仓
43SCHPSchwab U.s. Tips ETF-0.5%-19.99%减仓
44AAPLApple INC-1%-0.77%减仓
45TAKTakeda Pharmaceutic-sp Adr—NEW新建仓
46VWOVanguard Ftse Emerging Marke—EXIT清仓
47AZNAstraZeneca PLC—NEW新建仓
48COPConocophillips—NEW新建仓
49SOXXIshares Semiconductor ETF—NEW新建仓
50IBITIshares Bitcoin Trust ETF—NEW新建仓

FAQ

MPS Loria Financial Planners, LLC 是什么机构？属于哪种投资人类型？
MPS Loria Financial Planners, LLC 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$3.8亿，分布在 94 个已申报仓位之中。
MPS Loria Financial Planners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，MPS Loria Financial Planners, LLC 按市值排列的前几大持股为： 1. Ishares Russell 1000 ETF (IWB) — US$1.2亿 (32.1%) 2. Apple INC (AAPL) — US$7101.2万 (18.7%) 3. Ishares Core Msci Emerging (IEMG) — US$4394.1万 (11.6%) 4. Vanguard Small-cap ETF (VB) — US$4042.6万 (10.7%) 5. Ishares Core US Reit ETF (USRT) — US$1583.5万 (4.2%)
MPS Loria Financial Planners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，MPS Loria Financial Planners, LLC 共进行了 48 项显著调整：新建仓 5 个仓位、加仓 27 个既有持股、减仓 15 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Takeda Pharmaceutic-sp Adr (TAK); 清仓: Vanguard Ftse Emerging Marke (VWO); 新建仓: AstraZeneca PLC (AZN); 新建仓: Conocophillips (COP); 新建仓: Ishares Semiconductor ETF (SOXX)
MPS Loria Financial Planners, LLC 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，MPS Loria Financial Planners, LLC 的主要板块分布如下： • Information Technology: 65.8% • Health Care: 10.7% • Communication Services: 5.3% • Financials: 5.1% • Consumer Discretionary: 3.5% • Energy: 3.1%