申报总市值
US$9945.9万
申报季度: 2026-03-31 · 持股只数: 59
Lionsbridge Wealth Management LLC在最新一期 13F 报告中披露了 59 项持股，申报期为 2026-03-31，总持股市值约为 US$9945.9万，季度换手率为 41.3%。
减仓 VXF
-53.9% -US$141.1万
减仓 GRNY
-17.8% -US$134.6万
加仓 PWR
+2.0% US$121.8万
减仓 XLF
-20.6% -US$93.3万
减仓 RSP
-27.1% -US$87.6万
减仓 VXUS
-48.7% -US$77.4万
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 13.06% | +13.06% | NEW | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-其他 | 6.64% | +0.06% | +1.90% | |
| 3 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 5.17% | -1.39% | -17.80% | |
| 4 | PWR | Quanta Services INC | 股票-工业 | 4.98% | +1.20% | +1.96% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 3.67% | -0.09% | -1.21% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.03% | +0.18% | -1.46% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.82% | -0.26% | -1.39% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.47% | -0.13% | -3.85% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.39% | -0.43% | -17.30% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.38% | -0.91% | -27.11% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.37% | -0.40% | -15.56% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.36% | -0.66% | -18.19% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 2.36% | -0.96% | -20.59% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.33% | -0.11% | -2.87% | |
| 15 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.24% | +0.33% | +0.99% | |
| 16 | COP | Conocophillips | 股票-能源 | 2.22% | +0.65% | +0.81% | |
| 17 | WTBN | Wisdomtree Bianco Tr Fund | ETF-其他 | 2.17% | -0.17% | -5.86% | |
| 18 | WULF | Terawulf INC | 股票-金融 | 2.12% | +0.42% | -0.21% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 2.00% | +0.09% | -1.66% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.80% | +0.16% | +2.29% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.75% | -0.19% | -2.46% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.75% | +0.17% | +16.65% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.67% | -0.17% | -5.52% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.65% | — | -2.25% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.12% | +2.08% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.48% | — | +0.39% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | -0.37% | +3.20% | |
| 28 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.27% | +1.27% | NEW | |
| 29 | SH | Proshares Short S&p500 | ETF-其他 | 1.19% | +1.19% | NEW | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.18% | -1.43% | -53.92% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | +0.08% | -1.53% | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.07% | — | -2.04% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | -0.13% | -2.14% | |
| 34 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.06% | — | +2.15% | |
| 35 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.05% | — | +2.18% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.01% | -0.52% | -31.38% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.86% | -0.78% | -48.73% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | — | +1.07% | |
| 39 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.73% | +0.29% | +1.45% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.70% | — | +0.28% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.62% | — | +0.22% | |
| 42 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.62% | -0.45% | -41.37% | |
| 43 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 0.61% | -0.57% | -48.51% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.59% | — | -9.64% | |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.41% | — | +0.43% | |
| 46 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.40% | — | +0.75% | |
| 47 | EQT | Eqt CORP | 股票-能源 | 0.40% | +0.07% | +1.19% | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.37% | +0.07% | +1.62% | |
| 49 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.36% | +0.08% | +31.95% | |
| 50 | IREN | Iren LTD F | 股票-其他 | 0.35% | — | +2.82% |
Q3 2026表现
-0.1%
近4个季度表现
+18.6%
基于可获取价格的持仓（占申报价值的81%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 59 | US$9945.9万 | 41 | |
| 2025-12-31 | 56 | US$9884.9万 | 12 | |
| 2025-09-30 | 58 | US$1.0亿 | 87 | |
| 2025-06-30 | 58 | US$1.0亿 | 0 | |
| 2025-03-31 | 60 | US$1.1亿 | 100 | |
| 2024-12-31 | 61 | US$1.2亿 | 0 | |
| 2024-09-30 | 68 | US$1.3亿 | 0 | |
| 2024-06-30 | 57 | US$1.2亿 | 0 | |
| 2024-03-31 | 54 | US$1.3亿 | 0 | |
| 2023-12-31 | 52 | US$1.3亿 | 0 | |
| 2023-09-30 | 46 | US$1.1亿 | 0 | |
| 2023-06-30 | 44 | US$1.1亿 | 0 | |
| 2023-03-31 | 46 | US$1.1亿 | 0 | |
| 2022-12-31 | 40 | US$1.0亿 | 0 | |
| 2022-09-30 | 31 | US$6984.0万 | 0 | |
| 2022-06-30 | 40 | US$8649.8万 | 0 | |
| 2022-03-31 | 51 | US$8637.7万 | 0 | |
| 2021-12-31 | 51 | US$9308.9万 | 0 | |
| 2021-09-30 | 53 | US$9263.0万 | 0 | |
| 2021-06-30 | 52 | US$9366.3万 | 100 | |
| 2021-03-31 | 55 | US$1.0亿 | 29 | |
| 2020-12-31 | 51 | US$9258.3万 | 38 | |
| 2020-09-30 | 44 | US$8316.1万 | 30 | |
| 2020-06-30 | 44 | US$8878.9万 | 76 | |
| 2020-03-31 | 37 | US$8360.1万 | 100 | |
| 2019-12-31 | 365 | US$1.1亿 | 0 |
Lionsbridge Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Spdr Bb 1-3m T-bill ETF (BIL); 清仓: Invesco S&p 500 Momentum ETF (SPMO); 清仓: Ishares Msci Eafe ETF (EFA); 清仓: Ishares Total Return Act ETF (BRTR); 新建仓: Vaneck Ig Floating Rate ETF (FLTR).