LF
Littlejohn Financial Services, INC.
分散型投资策略高品质投资策略趋势追踪型
申报总市值
US$1.3亿
申报季度: 2026-03-31 · 持股只数: 61
LITTLEJOHN FINANCIAL SERVICES, INC.在最新一期 13F 报告中披露了 61 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 27.4%。
机构性格雪花图
- 集中度
- 15.08
- 持仓稳定性
- 27.37
- 动能／逆势
- 77.02
- 行业集中度
- 58.06
- 多样化
- 100
- 仓位均衡度
- 88.5
近期动向
减仓 LLY
-81.1% -US$209.8万
减仓 TFLO
-27.6% -US$111.3万
加仓 META
+408.3% US$89.9万
减仓 QQQ
-2.0% -US$113.8万
减仓 MRK
-30.7% -US$75.6万
加仓 POWL
-11.5% US$65.1万
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
| # | 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 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 10.31% | +0.03% | -1.08% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.00% | -0.65% | -1.95% | |
| 3 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-其他 | 4.41% | — | +2.61% | |
| 4 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 3.96% | -0.16% | -7.47% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.78% | — | +0.28% | |
| 6 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-其他 | 3.75% | -0.04% | -2.03% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.52% | -0.09% | -4.98% | |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.39% | -0.05% | -4.34% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.38% | -0.06% | -3.85% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.22% | -0.78% | -27.61% | |
| 11 | BKR | Baker Hughes Co | 股票-能源 | 2.22% | +0.31% | -15.10% | |
| 12 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.17% | -0.11% | -6.59% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.17% | +0.32% | -0.75% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.16% | -0.51% | -30.71% | |
| 15 | WM | Waste Management INC | 股票-工业 | 2.12% | — | -4.15% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.11% | +0.11% | -0.00% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 2.11% | +2.11% | NEW | |
| 18 | CB | Chubb Limited | 股票-金融 | 2.11% | — | -4.12% | |
| 19 | IYK | Ishares US Consumer Staples | ETF-其他 | 2.07% | — | -3.30% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.98% | — | -3.37% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | +1.88% | NEW | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.83% | -0.18% | -6.34% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.82% | -0.11% | -0.89% | |
| 24 | CF | Cf Industries Holdings INC | 股票-原材料 | 1.81% | +1.81% | NEW | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.70% | +1.70% | NEW | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.62% | -0.05% | -4.05% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | -0.18% | -5.17% | |
| 28 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | 1.47% | +0.42% | -0.70% | |
| 29 | POWL | Powell Industries INC | 股票-工业 | 1.46% | +0.51% | -11.47% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.17% | +14.01% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | -0.16% | -3.60% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.17% | -0.07% | -3.61% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | -0.13% | -7.69% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | — | -1.52% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.90% | +0.16% | +44.57% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.90% | -0.22% | +11.92% | |
| 37 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.88% | +0.15% | +42.08% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | +0.68% | +408.25% | |
| 39 | UBER | Uber Technologies INC | 股票-工业 | 0.86% | -0.04% | +6.92% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.81% | +0.81% | NEW | |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.66% | — | +0.50% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | -0.15% | -16.89% | |
| 43 | CRWV | Coreweave Inc-cl A | 股票-科技 | 0.56% | -0.23% | -35.12% | |
| 44 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.56% | — | — | |
| 45 | SYM | Symbotic INC | 股票-工业 | 0.46% | +0.13% | +51.19% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.45% | +0.45% | NEW | |
| 47 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.41% | +0.41% | NEW | |
| 48 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.34% | +0.34% | NEW | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | — | — | |
| 50 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-其他 | 0.31% | — | +11.36% |
1–50 of 61
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
本季持股变动
Littlejohn Financial Services, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Walmart INC (WMT); 新建仓: Visa Inc-class A Shares (V); 新建仓: Cf Industries Holdings INC (CF); 清仓: Automatic Data Processing (ADP); 新建仓: Procter & Gamble Co/the (PG).
FAQ
Littlejohn Financial Services, INC. 是什么机构？属于哪种投资人类型？
Littlejohn Financial Services, 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$1.3亿，分布在 61 个已申报仓位之中。
Littlejohn Financial Services, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Littlejohn Financial Services, INC. 按市值排列的前几大持股为：
1. Ishares Ibond 2026 Hy & INC (IBHF) — US$1372.3万 (10.3%)
2. Invesco Qqq Trust Series 1 (QQQ) — US$1331.1万 (10.0%)
3. Ishares Ibonds 2029 Tm Hy In (IBHI) — US$586.6万 (4.4%)
4. Ishares U.s. Aerospace & Def (ITA) — US$527.0万 (4.0%)
5. Ishares Msci USA Min Vol Fac (USMV) — US$502.8万 (3.8%)
Littlejohn Financial Services, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Littlejohn Financial Services, INC. 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 8 个既有持股、减仓 25 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Walmart INC (WMT); 新建仓: Visa Inc-class A Shares (V); 新建仓: Cf Industries Holdings INC (CF); 清仓: Automatic Data Processing (ADP); 新建仓: Procter & Gamble Co/the (PG)
Littlejohn Financial Services, 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，Littlejohn Financial Services, INC. 的主要板块分布如下：
• Information Technology: 31.3%
• Consumer Staples: 22.4%
• Consumer Discretionary: 12.8%
• Communication Services: 10.8%
• Health Care: 9.2%
• Financials: 8.6%