LF
Lockerman Financial Group, INC.
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$5555.7万
申报季度: 2026-03-31 · 持股只数: 101
LOCKERMAN FINANCIAL GROUP, INC.在最新一期 13F 报告中披露了 101 项持股，申报期为 2026-03-31，总持股市值约为 US$5555.7万，季度换手率为 21.1%。
机构性格雪花图
- 集中度
- 9.3
- 持仓稳定性
- 21.12
- 动能／逆势
- 100
- 行业集中度
- 58.17
- 多样化
- 100
- 仓位均衡度
- 89.83
近期动向
减仓 SPY
-14.0% -US$71.6万
加仓 FISR
+44.4% US$80.5万
加仓 CERY
+59.2% US$54.9万
减仓 SPTL
-37.2% -US$29.3万
减仓 BBUS
+2.0% -US$11.0万
加仓 IVV
+40.6% US$38.1万
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 87 大持股（共 101 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 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 6.27% | -0.62% | +2.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.88% | -1.76% | -14.01% | |
| 3 | FISR | Ss Fi Sector Rotation | ETF-其他 | 4.79% | +1.23% | +44.42% | |
| 4 | XLSR | Ss US Sector Rotation | ETF-其他 | 4.14% | -0.39% | +5.18% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.91% | -0.40% | -5.91% | |
| 6 | MASI* | Masimo CORP | 股票-其他 | 3.36% | +0.42% | -11.02% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.22% | -0.06% | +4.49% | |
| 8 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.96% | -0.37% | -6.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.70% | +0.56% | +40.63% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 2.40% | — | -1.36% | |
| 11 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-其他 | 2.01% | +0.92% | +59.18% | |
| 12 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.91% | — | -0.93% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.84% | — | +3.44% | |
| 14 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-其他 | 1.80% | — | +0.34% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.71% | — | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.54% | — | +1.53% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.48% | +0.42% | +50.26% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.42% | -0.29% | -14.27% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.37% | +0.14% | +19.91% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.22% | +0.55% | +96.97% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.18% | +0.23% | +43.75% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工业 | 1.15% | +0.11% | -1.78% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.14% | — | +15.32% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.10% | +0.10% | +12.96% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.07% | — | -10.23% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.01% | +0.45% | +94.45% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.97% | — | +3.06% | |
| 29 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.96% | +0.29% | +56.22% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.95% | +0.22% | +32.30% | |
| 31 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.93% | — | +2.74% | |
| 32 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-其他 | 0.92% | — | +14.73% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.92% | — | -2.91% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.40% | -3.05% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | — | +3.76% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.88% | -0.62% | -37.17% | |
| 37 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 0.87% | +0.87% | NEW | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.84% | +0.06% | +17.85% | |
| 39 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 0.82% | — | +7.37% | |
| 40 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 0.78% | +0.13% | +26.14% | |
| 41 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.75% | -0.30% | -23.33% | |
| 42 | JIVE | JPM Interntl Value ETF | ETF-其他 | 0.74% | +0.08% | +11.88% | |
| 43 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.69% | -0.33% | -28.27% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | — | +8.14% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.68% | -0.40% | -27.39% | |
| 46 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.66% | — | +0.10% | |
| 47 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.62% | +0.20% | +58.07% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.61% | +0.61% | NEW | |
| 49 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.61% | — | +20.68% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.60% | — | +7.27% |
1–50 of 87
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 101 | US$5555.7万 | 21 | |
| 2025-12-31 | 96 | US$5212.7万 | 63 | |
| 2025-09-30 | 134 | US$7933.3万 | 43 | |
| 2025-06-30 | 138 | US$7428.6万 | 0 | |
| 2025-03-31 | 129 | US$6611.8万 | 0 | |
| 2024-12-31 | 121 | US$5875.2万 | 0 | |
| 2024-09-30 | 120 | US$5907.2万 | 0 | |
| 2024-06-30 | 123 | US$5513.5万 | 0 | |
| 2024-03-31 | 129 | US$5228.8万 | 0 | |
| 2023-12-31 | 106 | US$4324.8万 | 0 | |
| 2023-09-30 | 97 | US$3717.6万 | 0 | |
| 2023-06-30 | 95 | US$3600.4万 | 0 | |
| 2023-03-31 | 92 | US$3632.9万 | 0 | |
| 2022-12-31 | 92 | US$3426.9万 | 0 | |
| 2022-09-30 | 84 | US$3474.8万 | 0 | |
| 2022-06-30 | 60 | US$3129.7万 | 0 | |
| 2022-03-31 | 72 | US$3699.5万 | 0 | |
| 2021-12-31 | 85 | US$3823.3万 | 0 |
本季持股变动
Lockerman Financial Group, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Spdr P Long Term C ETF (SPLB); 清仓: Ishares S&p 100 ETF (OEF); 新建仓: Ishares Msci Eafe Growth ETF (EFG); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Exxon Mobil CORP (XOM).
FAQ
Lockerman Financial Group, INC. 是什么机构？属于哪种投资人类型？
Lockerman Financial Group, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$5555.7万，分布在 101 个已申报仓位之中。
Lockerman Financial Group, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Lockerman Financial Group, INC. 按市值排列的前几大持股为：
1. Jpmorgan Betabuilders US Equ (BBUS) — US$348.4万 (6.3%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$326.5万 (5.9%)
3. Ss Fi Sector Rotation (FISR) — US$266.1万 (4.8%)
4. Ss US Sector Rotation (XLSR) — US$230.0万 (4.1%)
5. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$217.3万 (3.9%)
Lockerman Financial Group, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lockerman Financial Group, INC. 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 22 个既有持股、减仓 15 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Ss Spdr P Long Term C ETF (SPLB); 清仓: Ishares S&p 100 ETF (OEF); 新建仓: Ishares Msci Eafe Growth ETF (EFG); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Exxon Mobil CORP (XOM)
Lockerman Financial Group, 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，Lockerman Financial Group, INC. 的主要板块分布如下：
• Information Technology: 35.0%
• Health Care: 16.2%
• Industrials: 14.3%
• Communication Services: 8.5%
• Consumer Staples: 7.4%
• Financials: 7.1%