CIK: 0002109484
申报总市值
US$1.1亿
申报季度: 2026-03-31 · 持股只数: 155
LAWOOD & CO在最新一期 13F 报告中披露了 155 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 17.8%。
Lawood & Co 目前披露的持仓，Herfindahl 集中度指数为 0.024——换算下来相当于约 41 个等权重仓位，明显低于其实际披露的 155 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 1.09），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
加仓 VOO
+246.3% US$303.0万
加仓 GLW
-10.1% US$167.9万
减仓 MSFT
-0.8% -US$126.2万
加仓 CVX
+0.7% US$81.7万
减仓 QCOM
-0.3% -US$64.7万
减仓 IBM
-11.6% -US$60.3万
仅显示前 90 大持股（共 155 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 |
|---|---|---|---|---|---|---|---|
| 1 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 6.86% | -0.60% | -3.30% | |
| 2 | GLW | Corning INC | 股票-科技 | 5.49% | +1.48% | -10.07% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.03% | +2.78% | +246.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.70% | -1.27% | -0.76% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.47% | +0.36% | -3.31% | |
| 6 | CSCO | Cisco Systems INC | 股票-科技 | 3.32% | — | -1.49% | |
| 7 | CAT | Caterpillar INC | 股票-工业 | 3.23% | +0.38% | -6.25% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.20% | -0.36% | +0.17% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.82% | +0.71% | +0.68% | |
| 10 | TBUX | T Rowe Price Ultra Short-ter | ETF-其他 | 2.81% | -0.56% | -14.75% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.62% | +0.18% | -4.15% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.54% | -0.21% | +0.74% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 2.40% | -0.32% | -5.19% | |
| 14 | NEE | Nextera Energy INC | 股票-公用事业 | 2.26% | +0.22% | -2.54% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.81% | -0.65% | -0.30% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.80% | +0.43% | +9.18% | |
| 17 | PPL | Ppl CORP | 股票-公用事业 | 1.73% | +0.12% | +0.87% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.73% | +0.22% | +7.56% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.64% | -0.23% | -4.13% | |
| 20 | MTB | M & T Bank CORP | 股票-金融 | 1.61% | — | -2.32% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.55% | -0.12% | -1.09% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.48% | -0.10% | — | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.46% | -0.60% | -11.59% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 1.34% | -0.13% | +4.14% | |
| 25 | AEP | American Electric Power | 股票-公用事业 | 1.23% | +0.12% | +0.10% | |
| 26 | NWBI | Northwest Bancshares INC | 股票-其他 | 1.21% | -0.12% | -12.02% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.21% | -0.11% | +0.70% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.18% | -0.11% | +3.84% | |
| 29 | MET | Metlife INC | 股票-金融 | 1.15% | -0.16% | +0.47% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | -5.82% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | — | |
| 32 | TFC | Truist Financial CORP | 股票-金融 | 1.01% | — | +0.42% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | — | — | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.95% | +0.12% | +17.72% | |
| 35 | PANW | Palo Alto Networks INC | 股票-科技 | 0.90% | -0.16% | -0.36% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.17% | -6.09% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.78% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | — | -22.22% | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 0.76% | — | — | |
| 40 | COP | Conocophillips | 股票-能源 | 0.74% | +0.23% | +5.93% | |
| 41 | NEM | Newmont CORP | 股票-原材料 | 0.73% | +0.07% | +4.60% | |
| 42 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.70% | +0.10% | +5.04% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.70% | — | -0.41% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.11% | +1.74% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.09% | — | |
| 46 | CZFS | Citizens Financial Services | 股票-其他 | 0.61% | — | — | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | -0.11% | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.54% | — | -2.61% | |
| 49 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 0.52% | — | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | — |
Q3 2026表现
+2.2%
近4个季度表现
+8.1%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的65%）计算
Lawood & Co 在 2026-03-31 最显著的持仓异动： 清仓: Ishares Intermediate Governm (GVI); 新建仓: Lockheed Martin CORP (LMT); 清仓: Abbott Laboratories (ABT); 新建仓: Accenture plc (ACN); 清仓: Schwab US Large-cap ETF (SCHX).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.8% | +246.31% | 加仓 |
| 2 | GLW | Corning INC | +1.5% | -10.07% | 减仓 |
| 3 | CVX | Chevron CORP | +0.7% | +0.68% | 加仓 |
| 4 | VZ | Verizon Communications INC | +0.4% | +9.18% | 加仓 |
| 5 | CAT | Caterpillar INC | +0.4% | -6.25% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.4% | -3.31% | 减仓 |
| 7 | COP | Conocophillips | +0.2% | +5.93% | 加仓 |
| 8 | NEE | Nextera Energy INC | +0.2% | -2.54% | 减仓 |
| 9 | KO | Coca-cola Co/the | +0.2% | +7.56% | 加仓 |
| 10 | MRK | Merck & Co. INC. | +0.2% | -4.15% | 减仓 |
| 11 | MCD | Mcdonald's CORP | +0.1% | +52.79% | 加仓 |
| 12 | PPL | Ppl CORP | +0.1% | +0.87% | 加仓 |
| 13 | AEP | American Electric Power | +0.1% | +0.10% | 加仓 |
| 14 | UPS | United Parcel Service-cl B | +0.1% | +17.72% | 加仓 |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +38.71% | 加仓 |
| 16 | GILD | Gilead Sciences INC | +0.1% | +5.04% | 加仓 |
| 17 | HON | Honeywell International INC | +0.1% | +22.15% | 加仓 |
| 18 | PSX | Phillips 66 | +0.1% | -3.27% | 减仓 |
| 19 | NEM | Newmont CORP | +0.1% | +4.60% | 加仓 |
| 20 | LLY | Eli Lilly & Co | -0.1% | — | 不变 |
| 21 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 22 | BAC | Bank Of America CORP | -0.1% | — | 不变 |
| 23 | ADP | Automatic Data Processing | -0.1% | — | 不变 |
| 24 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | 不变 |
| 25 | DIS | Walt Disney Co/the | -0.1% | — | 不变 |
| 26 | META | Meta Platforms Inc-class A | -0.1% | +1.74% | 加仓 |
| 27 | MS | Morgan Stanley | -0.1% | +0.70% | 加仓 |
| 28 | AMZN | Amazon.com INC | -0.1% | +3.84% | 加仓 |
| 29 | NWBI | Northwest Bancshares INC | -0.1% | -12.02% | 减仓 |
| 30 | HD | Home Depot INC | -0.1% | -1.09% | 减仓 |
| 31 | AVGO | Broadcom INC | -0.1% | +4.14% | 加仓 |
| 32 | PANW | Palo Alto Networks INC | -0.2% | -0.36% | 减仓 |
| 33 | MET | Metlife INC | -0.2% | +0.47% | 加仓 |
| 34 | JPM | Jpmorgan Chase & Co | -0.2% | -6.09% | 减仓 |
| 35 | NVDA | Nvidia CORP | -0.2% | +0.74% | 加仓 |
| 36 | AAPL | Apple INC | -0.2% | -4.13% | 减仓 |
| 37 | ABBV | Abbvie INC | -0.3% | -5.19% | 减仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.17% | 加仓 |
| 39 | TBUX | T Rowe Price Ultra Short-ter | -0.6% | -14.75% | 减仓 |
| 40 | IBM | Intl Business Machines CORP | -0.6% | -11.59% | 减仓 |
| 41 | JQUA | Jpmorgan US Quality Factor | -0.6% | -3.30% | 减仓 |
| 42 | QCOM | Qualcomm INC | -0.7% | -0.30% | 减仓 |
| 43 | MSFT | Microsoft CORP | -1.3% | -0.76% | 减仓 |
| 44 | GVI | Ishares Intermediate Governm | — | EXIT | 清仓 |
| 45 | LMT | Lockheed Martin CORP | — | NEW | 新建仓 |
| 46 | ABT | Abbott Laboratories | — | EXIT | 清仓 |
| 47 | ACN | Accenture plc | — | NEW | 新建仓 |
| 48 | SCHX | Schwab US Large-cap ETF | — | EXIT | 清仓 |
| 49 | COR | Cencora INC | — | EXIT | 清仓 |
| 50 | UNH | Unitedhealth Group INC | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-05 | 13F-HR | 在 EDGAR 上查看 |
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