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LifePlan Investment Advisors, Inc.

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$2.5億

申報季度: 2026-03-31 · 持股檔數: 122

LifePlan Investment Advisors, Inc.在最新一期 13F 報告中揭露了 122 項持股，申報期為 2026-03-31，總持股市值約為 US$2.5億，季度換手率為 17.0%。

機構性格雪花圖

集中度
7.17
持倉穩定性
17.01
動能／逆勢
100
產業集中度
92.27
多樣化
100
倉位均衡度
89.06

近期動向

  • 加碼 GOVT

    +509.3%　US$171.7萬

  • 加碼 EFG

    +356.9%　US$169.9萬

  • 減碼 QUAL

    -36.0%　-US$153.3萬

  • 減碼 VOO

    -7.3%　-US$118.5萬

  • 減碼 IAU

    -28.5%　-US$125.4萬

  • 加碼 IVV

    +35.2%　US$153.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AGGIshares Core U.s. AggregateETF-其他4.65%—-0.75%
2VOOVanguard S&p 500 ETFETF-大型股與成長3.52%-0.61%-7.32%
3GSUSGoldman Sachs Marketbeta USETF-避險與商品3.46%—+2.73%
4VUGVanguard Growth ETFETF-其他3.37%-0.24%+8.19%
5VEAVanguard Ftse Developed ETFETF-其他3.19%+0.09%+3.94%
6IVVIshares Core S&p 500 ETFETF-大型股與成長2.68%+0.52%+35.16%
7VTVVanguard Value ETFETF-其他2.68%+0.09%+4.36%
8IAGGIshares Intl Aggregate BondETF-其他2.66%+0.10%+7.65%
9SCHESchwab Emrg Mrkts Eqty ETFETF-其他2.28%—+0.65%
10VBRVanguard Small-cap Value ETFETF-其他2.24%—-2.40%
11IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他2.18%+0.12%+10.34%
12SCHPSchwab U.s. Tips ETFETF-其他2.14%+0.02%+4.05%
13VTEBVanguard Tax-exempt Bond ETFETF-其他2.06%+0.18%+14.51%
14IEMGIshares Core Msci EmergingETF-新興市場1.88%+0.05%+2.46%
15SCHFSchwab Intl Equity ETFETF-其他1.81%—-4.59%
16VOEVanguard Mid-cap Value ETFETF-其他1.80%—-3.59%
17VBKVanguard Small-cap Grwth ETFETF-其他1.77%—-1.79%
18GCORGoldman Sachs Access US AggETF-避險與商品1.76%+0.13%+12.32%
19IVEIshares S&p 500 Value ETFETF-大型股與成長1.76%+0.28%+23.72%
20IAUIshares Gold TrustETF-避險與商品1.72%-0.57%-28.46%
21SCHVSchwab US Large-cap ValueETF-其他1.56%—-3.41%
22IVWIshares S&p 500 Growth ETFETF-大型股與成長1.55%—+9.86%
23DYNFIshrs US E F R A Etf-usd INCETF-其他1.53%-0.34%-11.54%
24VOTVanguard Mid-cap Growth ETFETF-其他1.51%—+8.89%
25AAPLApple INC股票-科技1.48%—+2.01%
26GSIEGoldman Sachs Activebeta IntETF-避險與商品1.40%+0.09%+10.54%
27FUTYFidelity Msci US UtilitiesETF-其他1.38%—-2.87%
28SCHGSchwab US Large-cap GrowthETF-其他1.35%-0.15%+4.83%
29HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投資等級債1.34%—+5.60%
30EFVIshares Msci Eafe Value ETFETF-其他1.32%—-9.66%
31EMBIshares Jp Morgan Usd EmergiETF-其他1.30%-0.21%-8.55%
32SCHHSchwab US Reit ETFETF-其他1.27%—-1.11%
33VNQIVanguard Glbl Ex-us Real EstETF-其他1.24%—+2.46%
34VWOVanguard Ftse Emerging MarkeETF-新興市場1.17%—+5.79%
35GSLCGoldman Activebeta US Lc ETFETF-避險與商品1.17%—+13.87%
36NVDANvidia CORP股票-科技1.04%+0.08%+21.02%
37QUALIshares Msci USA Quality FacETF-其他0.98%-0.66%-35.98%
38EFGIshares Msci Eafe Growth ETFETF-其他0.86%+0.66%+356.93%
39BNDXVanguard Total Intl Bond ETFETF-其他0.85%+0.08%+16.22%
40BSVVanguard Short-term Bond ETFETF-其他0.82%+0.07%+12.87%
41GOVTIshares US Treasury Bond ETFETF-政府公債0.81%+0.67%+509.28%
42MBBIshares Mbs ETFETF-其他0.80%—+10.36%
43MUBIshares National Muni Bond EETF-其他0.76%—-3.71%
44VBVanguard Small-cap ETFETF-其他0.75%—+6.39%
45TLHIshares 10-20 Year TreasuryETF-政府公債0.72%-0.19%-16.96%
46WDCWestern Digital CORP股票-科技0.72%+0.72%NEW
47BAIIshrs Ai In And Tech Act ETFETF-科技型0.71%—+14.25%
48MTUMIshares Msci USA Momentum FaETF-其他0.71%+0.21%+54.45%
49THROIshares U.s. Thematic RotatiETF-其他0.70%—+9.82%
50IDEVIshares Core Msci Dev MktsETF-其他0.61%—-8.96%
1–50 of 122

本季持股變動

LifePlan Investment Advisors, Inc. 在 2026-03-31 最顯著的持倉異動： 清倉: Ishares S&p 100 ETF (OEF); 新建倉: Western Digital CORP (WDC); 新建倉: Sandisk CORP (SNDK); 新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR).

LifePlan Investment Advisors, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1GOVTIshares US Treasury Bond ETF+0.7%+509.28%加碼
2EFGIshares Msci Eafe Growth ETF+0.7%+356.93%加碼
3IVVIshares Core S&p 500 ETF+0.5%+35.16%加碼
4IVEIshares S&p 500 Value ETF+0.3%+23.72%加碼
5MTUMIshares Msci USA Momentum Fa+0.2%+54.45%加碼
6VTEBVanguard Tax-exempt Bond ETF+0.2%+14.51%加碼
7GCORGoldman Sachs Access US Agg+0.1%+12.32%加碼
8IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+10.34%加碼
9IAGGIshares Intl Aggregate Bond+0.1%+7.65%加碼
10XOMExxon Mobil CORP+0.1%+0.67%加碼
11VEAVanguard Ftse Developed ETF+0.1%+3.94%加碼
12VTVVanguard Value ETF+0.1%+4.36%加碼
13GSIEGoldman Sachs Activebeta Int+0.1%+10.54%加碼
14NVDANvidia CORP+0.1%+21.02%加碼
15BNDXVanguard Total Intl Bond ETF+0.1%+16.22%加碼
16BSVVanguard Short-term Bond ETF+0.1%+12.87%加碼
17IEMGIshares Core Msci Emerging+0.1%+2.46%加碼
18SCHPSchwab U.s. Tips ETF0%+4.05%加碼
19IBMIntl Business Machines CORP-0.1%-0.59%減碼
20BINCIshares Flex I A Etf-usd INC-0.1%-19.50%減碼
21SCHGSchwab US Large-cap Growth-0.2%+4.83%加碼
22MSFTMicrosoft CORP-0.2%-1.59%減碼
23TLHIshares 10-20 Year Treasury-0.2%-16.96%減碼
24EMBIshares Jp Morgan Usd Emergi-0.2%-8.55%減碼
25VUGVanguard Growth ETF-0.2%+8.19%加碼
26DYNFIshrs US E F R A Etf-usd INC-0.3%-11.54%減碼
27AGEMAbrdn Emerging Mar Div A ETF-0.5%-50.08%減碼
28IAUIshares Gold Trust-0.6%-28.46%減碼
29VOOVanguard S&p 500 ETF-0.6%-7.32%減碼
30QUALIshares Msci USA Quality Fac-0.7%-35.98%減碼
31OEFIshares S&p 100 ETF—EXIT清倉
32WDCWestern Digital CORP—NEW新建倉
33SNDKSandisk CORP—NEW新建倉
34IDEFIshares Def Industrials Act—NEW新建倉
35BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建倉
36NEENextera Energy INC—NEW新建倉
37GSIDGoldman Sachs Marketbeta Int—NEW新建倉
38ITAIshares U.s. Aerospace & Def—EXIT清倉
39LMUBIshares Lt National Muni Bd—NEW新建倉
40SCNMSterling Cap Natl Mb ETF—NEW新建倉
41SHVIshares 0-1 Year Treasury Bo—NEW新建倉
42VGSHVanguard Short-term Treasury—EXIT清倉
43SYSBIshares Systematic Bond ETF—NEW新建倉
44STIPIshares 0-5 Year Tips Bond E—EXIT清倉
45DMXFIshares Esg Advanc Msci Eafe—NEW新建倉
46CIENCiena CORP—NEW新建倉
47INTUIntuit INC—EXIT清倉
48HIMUIshares High Yild Muni A ETF—EXIT清倉
49SOSouthern Co/the—NEW新建倉
50LCTDIshares World Ex U.s. Carbon—EXIT清倉

FAQ

LifePlan Investment Advisors, Inc. 是什麼機構？屬於哪種投資人類型？
LifePlan Investment Advisors, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.5億，分佈在 122 個已申報部位之中。
LifePlan Investment Advisors, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，LifePlan Investment Advisors, Inc. 按市值排列的前幾大持股為： 1. Ishares Core U.s. Aggregate (AGG) — US$1183.5萬 (4.7%) 2. Vanguard S&p 500 ETF (VOO) — US$895.7萬 (3.5%) 3. Goldman Sachs Marketbeta US (GSUS) — US$880.5萬 (3.5%) 4. Vanguard Growth ETF (VUG) — US$858.2萬 (3.4%) 5. Vanguard Ftse Developed ETF (VEA) — US$810.7萬 (3.2%)
LifePlan Investment Advisors, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，LifePlan Investment Advisors, Inc. 共進行了 50 項顯著調整：新建倉 13 個部位、加碼 20 個既有持股、減碼 10 個部位，並完全清倉 7 個持股。 其中幅度最大的異動：清倉: Ishares S&p 100 ETF (OEF); 新建倉: Western Digital CORP (WDC); 新建倉: Sandisk CORP (SNDK); 新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR)
LifePlan Investment Advisors, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，LifePlan Investment Advisors, Inc. 的主要板塊分佈如下： • Information Technology: 52.8% • Industrials: 8.3% • Health Care: 6.3% • Financials: 6.2% • Consumer Discretionary: 6.2% • Utilities: 6.0%