LI

Long Island Wealth Management, Inc.

分散型投资策略逆势操作型高品质投资策略

申报总市值

US$2.2亿

申报季度: 2026-03-31 · 持股只数: 89

Long Island Wealth Management, Inc.在最新一期 13F 报告中披露了 89 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 23.5%。

机构性格雪花图

集中度
16.54
持仓稳定性
23.54
动能／逆势
0
行业集中度
77.76
多样化
100
仓位均衡度
83.54

近期动向

  • 减仓 PJAN

    -73.7%　-US$1374.9万

  • 加仓 IJAN

    +20.2%　US$315.9万

  • 加仓 PBJA

    +93.5%　US$236.1万

  • 加仓 VT

    +20.5%　US$211.0万

  • 减仓 MOAT

    -81.7%　-US$152.6万

  • 减仓 VTI

    -1.8%　-US$112.8万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1KJANInnovator U.s. Small Cap PowETF-中小型股9.15%+0.62%+8.56%
2IJANInnovator International DeveETF-其他8.59%+1.33%+20.17%
3VTIVanguard Total Stock Mkt ETFETF-其他8.21%-0.70%-1.75%
4VTVanguard Tot World Stk ETFETF-其他6.38%+0.87%+20.45%
5JANBAptus January Buffer ETFETF-其他5.89%+5.89%NEW
6BALTInn Defined Wealth ShieldETF-其他3.75%-0.14%-1.69%
7CALFPcr US Sm Cp Csh Cws Etf-usdETF-其他3.66%-0.15%-3.06%
8EJANInnovator Emerging Markets PETF-新兴市场3.66%+0.07%+3.43%
9VXFVanguard Extended Market ETFETF-其他3.13%—+1.15%
10NJANInnovator Growth 100 Power BETF-其他2.79%+0.29%+17.27%
11VTVVanguard Value ETFETF-其他2.57%+0.02%+0.05%
12SCHGSchwab US Large-cap GrowthETF-其他2.31%-0.45%-4.72%
13PBJAPgim S&p500 Buf20 ETF Jan-usETF-其他2.30%+1.07%+93.47%
14PJANInnovator U.s. Equity PowerETF-其他2.22%-6.55%-73.66%
15JULWAlianzim US Eq Bfr20 Jul-usdETF-其他2.21%—-0.11%
16BRK-BBerkshire Hathaway Inc-cl B股票-其他1.85%-0.10%+1.55%
17VOOVanguard S&p 500 ETFETF-大型股与成长1.63%-0.08%+1.57%
18JANWAlianzim US Eq Bfr20 Jan-usdETF-其他1.61%-0.09%-2.27%
19SCHBSchwab US Broad Market ETFETF-其他1.51%-0.60%-23.64%
20SCHFSchwab Intl Equity ETFETF-其他1.31%+0.09%+6.75%
21VIGIVanguard Int Div App Indx FdETF-其他1.21%-0.07%+0.24%
22OCTWAlianzim US Eq Bfr20 Oct-usdETF-其他1.08%——
23VCSHVanguard S/t CORP Bond ETFETF-投资级公司债1.04%+0.28%+40.13%
24DFATDimensional US Target ValueETF-其他0.97%+0.24%+29.63%
25PJULInnovator U.s. Equity PowerETF-其他0.94%-0.07%-4.51%
26IJULInnovator International DeveETF-其他0.91%——
27VEUVanguard Ftse All-world Ex-uETF-其他0.84%+0.08%+10.38%
28SCHMSchwab US Mid Cap ETFETF-其他0.74%+0.02%+2.25%
29VGTVanguard Info Tech ETFETF-科技型0.73%—+7.30%
30DFUSDimensional US Eq Mkt ETFETF-其他0.72%-0.05%—
31SCHVSchwab US Large-cap ValueETF-其他0.69%—+0.04%
32SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长0.68%-0.06%-8.14%
33KJULInnovator U.s. Small Cap PowETF-中小型股0.66%—-2.99%
34COWGPacer US Lrg Cap Cows Gr LdETF-其他0.64%—+2.84%
35APRWAllinzim US Eq Bfr20 Apr-usdETF-其他0.60%——
36AAPLApple INC股票-科技0.58%-0.04%+1.59%
37UJANInnovator U.s. Equity UltraETF-其他0.55%-0.09%-10.92%
38VFVAVanguard U.s. Value FactorETF-其他0.54%—+1.70%
39COSTCostco Wholesale CORP股票-非周期性消费0.51%+0.06%+0.36%
40PDECInnovator U.s. Equity PowerETF-其他0.51%-0.03%-3.02%
41IBMIntl Business Machines CORP股票-科技0.44%-0.12%-1.67%
42LLYEli Lilly & Co股票-医疗保健0.44%-0.08%+0.58%
43SCHASchwab US Small-cap ETFETF-其他0.41%+0.02%+6.27%
44VHTVanguard Health Care ETFETF-其他0.40%—+3.06%
45NVDANvidia CORP股票-科技0.39%—+3.89%
46MSFTMicrosoft CORP股票-科技0.38%-0.12%+2.85%
47DFLVDim US Large Cap Value ETFETF-大型股与成长0.37%+0.25%+194.22%
48COWZPacer US Cash Cows 100 ETFETF-其他0.35%—-6.42%
49VUGVanguard Growth ETFETF-其他0.35%-0.10%-11.40%
50IOCTInnovator Int Dev Power BuffETF-其他0.34%+0.04%+12.50%
1–50 of 89

本季持股变动

Long Island Wealth Management, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Aptus January Buffer ETF (JANB); 新建仓: Allianzim US Eq Buffer15 (QBSF); 清仓: Cvs Health CORP (CVS); 清仓: Meta Platforms Inc-class A (META); 新建仓: Vanguard Ultra Short Bond Et (VUSB).

Long Island Wealth Management, Inc. 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
1IJANInnovator International Deve+1.3%+20.17%加仓
2PBJAPgim S&p500 Buf20 ETF Jan-us+1.1%+93.47%加仓
3VTVanguard Tot World Stk ETF+0.9%+20.45%加仓
4KJANInnovator U.s. Small Cap Pow+0.6%+8.56%加仓
5NJANInnovator Growth 100 Power B+0.3%+17.27%加仓
6VCSHVanguard S/t CORP Bond ETF+0.3%+40.13%加仓
7DFLVDim US Large Cap Value ETF+0.3%+194.22%加仓
8DFATDimensional US Target Value+0.2%+29.63%加仓
9DFIVDimensional International Va+0.2%+106.48%加仓
10SCHFSchwab Intl Equity ETF+0.1%+6.75%加仓
11VEUVanguard Ftse All-world Ex-u+0.1%+10.38%加仓
12EJANInnovator Emerging Markets P+0.1%+3.43%加仓
13COSTCostco Wholesale CORP+0.1%+0.36%加仓
14IOCTInnovator Int Dev Power Buff0%+12.50%加仓
15VTVVanguard Value ETF0%+0.05%加仓
16SCHMSchwab US Mid Cap ETF0%+2.25%加仓
17SCHASchwab US Small-cap ETF0%+6.27%加仓
18PDECInnovator U.s. Equity Power0%-3.02%减仓
19AKREAkre Focus ETF0%—不变
20AAPLApple INC0%+1.59%加仓
21DFUSDimensional US Eq Mkt ETF-0.1%—不变
22VCITVanguard Int-term Corporate-0.1%-18.52%减仓
23SPLVInvesco S&p 500 Low Volatili-0.1%-8.14%减仓
24VFHVanguard Financials ETF-0.1%-9.33%减仓
25PJULInnovator U.s. Equity Power-0.1%-4.51%减仓
26VIGIVanguard Int Div App Indx Fd-0.1%+0.24%加仓
27LLYEli Lilly & Co-0.1%+0.58%加仓
28VOOVanguard S&p 500 ETF-0.1%+1.57%加仓
29SPXTProshares S&p 500 Ex-technol-0.1%-32.59%减仓
30UJANInnovator U.s. Equity Ultra-0.1%-10.92%减仓
31JANWAlianzim US Eq Bfr20 Jan-usd-0.1%-2.27%减仓
32VUGVanguard Growth ETF-0.1%-11.40%减仓
33BIVVanguard Intermediate-term B-0.1%-46.23%减仓
34BRK-BBerkshire Hathaway Inc-cl B-0.1%+1.55%加仓
35IBMIntl Business Machines CORP-0.1%-1.67%减仓
36MSFTMicrosoft CORP-0.1%+2.85%加仓
37BALTInn Defined Wealth Shield-0.1%-1.69%减仓
38CALFPcr US Sm Cp Csh Cws Etf-usd-0.2%-3.06%减仓
39PBFRPgim La S&p 500 Buf20 Etf-us-0.4%-72.28%减仓
40SCHGSchwab US Large-cap Growth-0.5%-4.72%减仓
41SCHBSchwab US Broad Market ETF-0.6%-23.64%减仓
42VTIVanguard Total Stock Mkt ETF-0.7%-1.75%减仓
43MOATVaneck Morningstar Wide Moat-0.7%-81.71%减仓
44PJANInnovator U.s. Equity Power-6.6%-73.66%减仓
45JANBAptus January Buffer ETF—NEW新建仓
46QBSFAllianzim US Eq Buffer15—NEW新建仓
47CVSCvs Health CORP—EXIT清仓
48METAMeta Platforms Inc-class A—EXIT清仓
49VUSBVanguard Ultra Short Bond Et—NEW新建仓
50IAPRInnovator International Deve—NEW新建仓

FAQ

Long Island Wealth Management, Inc. 是什么机构？属于哪种投资人类型？
Long Island Wealth Management, 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$2.2亿，分布在 89 个已申报仓位之中。
Long Island Wealth Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Long Island Wealth Management, Inc. 按市值排列的前几大持股为： 1. Innovator U.s. Small Cap Pow (KJAN) — US$1973.4万 (9.2%) 2. Innovator International Deve (IJAN) — US$1852.0万 (8.6%) 3. Vanguard Total Stock Mkt ETF (VTI) — US$1770.5万 (8.2%) 4. Vanguard Tot World Stk ETF (VT) — US$1375.9万 (6.4%) 5. Aptus January Buffer ETF (JANB) — US$1268.9万 (5.9%)
Long Island Wealth Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Long Island Wealth Management, Inc. 共进行了 48 项显著调整：新建仓 4 个仓位、加仓 23 个既有持股、减仓 19 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Aptus January Buffer ETF (JANB); 新建仓: Allianzim US Eq Buffer15 (QBSF); 清仓: Cvs Health CORP (CVS); 清仓: Meta Platforms Inc-class A (META); 新建仓: Vanguard Ultra Short Bond Et (VUSB)
Long Island Wealth Management, 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，Long Island Wealth Management, Inc. 的主要板块分布如下： • Financials: 34.4% • Information Technology: 33.5% • Health Care: 12.5% • Consumer Staples: 9.5% • Consumer Discretionary: 5.0% • Communication Services: 2.7%