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LCW Services, LLC

行业集中型趋势追踪型高品质投资策略

申报总市值

US$2.0亿

申报季度: 2026-03-31 · 持股只数: 39

LCW Services, LLC在最新一期 13F 报告中披露了 39 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 23.5%。

机构性格雪花图

集中度
36.9
持仓稳定性
23.5
动能／逆势
100
行业集中度
100
多样化
78
仓位均衡度
83.67

近期动向

  • 减仓 IJR

    -76.8%　-US$810.8万

  • 减仓 IVV

    +6.2%　US$51.0万

  • 减仓 SPY

    -13.0%　-US$144.0万

  • 减仓 VEA

    -27.6%　-US$142.3万

  • 减仓 IUSB

    -48.1%　-US$153.6万

  • 加仓 PDBC

    +13.2%　US$188.4万

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
1IVVIshares Core S&p 500 ETFETF-大型股与成长19.69%-1.15%+6.23%
2SCHFSchwab Intl Equity ETFETF-其他15.77%+0.33%+6.37%
3IJHIshares Core S&p Midcap ETFETF-其他10.06%-0.28%+1.89%
4BNDVanguard Total Bond MarketETF-其他6.54%+0.43%+15.35%
5VWOVanguard Ftse Emerging MarkeETF-新兴市场6.21%-0.35%+1.03%
6SDVYFirst Trust Smid Cap RisingETF-其他4.02%+4.02%NEW
7RSPInvesco S&p 500 Equal WeightETF-大型股与成长3.89%-0.39%-2.67%
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长3.49%-1.02%-13.00%
9XLRESs Real Estate Select SectorETF-其他3.06%+3.06%NEW
10PDBCInvesco Optimum Yield DiversETF-其他2.89%+0.80%+13.17%
11VLUEIshares Msci USA Value FactoETF-其他2.85%-0.13%-1.53%
12EZUIshares Msci Eurozone ETFETF-其他2.71%-0.03%+8.29%
13CGMSCap Group US Multi-sect BondETF-其他2.56%+0.19%+17.46%
14TLTIshares 20+ Year Treasury BdETF-政府公债2.54%+0.05%+10.18%
15VEAVanguard Ftse Developed ETFETF-其他2.04%-0.91%-27.58%
16IWBIshares Russell 1000 ETFETF-其他1.50%+0.78%+132.31%
17IJRIshares Core S&p Small-cap EETF-中小型股1.27%-4.41%-76.77%
18VOVanguard Mid-cap ETFETF-其他1.14%+0.31%+48.80%
19IEFAIshares Core Msci Eafe ETFETF-其他1.04%+0.20%+31.16%
20IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.81%-0.88%-48.14%
21ITMVaneck Intermediate Muni ETFETF-其他0.71%-0.13%-8.06%
22IWMIshares Russell 2000 ETFETF-中小型股0.67%+0.34%+117.08%
23VTEBVanguard Tax-exempt Bond ETFETF-其他0.67%-0.13%-8.94%
24MUBIshares National Muni Bond EETF-其他0.45%-0.03%+1.37%
25SCHHSchwab US Reit ETFETF-其他0.42%+0.27%+197.93%
26IEMGIshares Core Msci EmergingETF-新兴市场0.38%+0.07%+25.34%
27EUSAIshares Msci USA Equal WeighETF-其他0.34%+0.22%+205.55%
28SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-其他0.33%+0.06%+31.34%
29AGGIshares Core U.s. AggregateETF-其他0.28%+0.05%+32.10%
30VGKVanguard Ftse Europe ETFETF-其他0.27%+0.27%NEW
31INTFIshares International EquityETF-其他0.21%-0.49%-69.11%
32FBNDFidelity Total Bond ETFETF-其他0.20%—+9.86%
33VTIVanguard Total Stock Mkt ETFETF-其他0.20%+0.05%+47.45%
34AMZNAmazon.com INC股票-周期性消费0.18%-0.03%—
35VTVVanguard Value ETFETF-其他0.15%+0.03%+33.99%
36NVDANvidia CORP股票-科技0.14%-0.02%—
37AAPLApple INC股票-科技0.13%-0.02%—
38SCHXSchwab US Large-cap ETFETF-其他0.13%—+7.79%
39TMCITreace Medical Concepts INC股票-其他0.06%-0.01%+65.58%

本季持股变动

LCW Services, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: First Trust Smid Cap Rising (SDVY); 新建仓: Ss Real Estate Select Sector (XLRE); 清仓: Vanguard Real Estate ETF (VNQ); 清仓: Vanguard Intermediate-term B (BIV); 新建仓: Vanguard Ftse Europe ETF (VGK).

LCW Services, LLC 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
1PDBCInvesco Optimum Yield Divers+0.8%+13.17%加仓
2IWBIshares Russell 1000 ETF+0.8%+132.31%加仓
3BNDVanguard Total Bond Market+0.4%+15.35%加仓
4IWMIshares Russell 2000 ETF+0.3%+117.08%加仓
5SCHFSchwab Intl Equity ETF+0.3%+6.37%加仓
6VOVanguard Mid-cap ETF+0.3%+48.80%加仓
7SCHHSchwab US Reit ETF+0.3%+197.93%加仓
8EUSAIshares Msci USA Equal Weigh+0.2%+205.55%加仓
9IEFAIshares Core Msci Eafe ETF+0.2%+31.16%加仓
10CGMSCap Group US Multi-sect Bond+0.2%+17.46%加仓
11IEMGIshares Core Msci Emerging+0.1%+25.34%加仓
12SPTLSs Spdr Pf Lng Trm Tsy E-usd+0.1%+31.34%加仓
13TLTIshares 20+ Year Treasury Bd+0.1%+10.18%加仓
14AGGIshares Core U.s. Aggregate+0.1%+32.10%加仓
15VTIVanguard Total Stock Mkt ETF+0.1%+47.45%加仓
16VTVVanguard Value ETF0%+33.99%加仓
17FBNDFidelity Total Bond ETF—+9.86%加仓
18SCHXSchwab US Large-cap ETF—+7.79%加仓
19TMCITreace Medical Concepts INC0%+65.58%加仓
20NVDANvidia CORP0%—不变
21AAPLApple INC0%—不变
22EZUIshares Msci Eurozone ETF0%+8.29%加仓
23AMZNAmazon.com INC0%—不变
24MUBIshares National Muni Bond E0%+1.37%加仓
25ITMVaneck Intermediate Muni ETF-0.1%-8.06%减仓
26VTEBVanguard Tax-exempt Bond ETF-0.1%-8.94%减仓
27VLUEIshares Msci USA Value Facto-0.1%-1.53%减仓
28IJHIshares Core S&p Midcap ETF-0.3%+1.89%加仓
29VWOVanguard Ftse Emerging Marke-0.4%+1.03%加仓
30RSPInvesco S&p 500 Equal Weight-0.4%-2.67%减仓
31INTFIshares International Equity-0.5%-69.11%减仓
32IUSBIshr Cr Unvrse Usd Bd Etf-ui-0.9%-48.14%减仓
33VEAVanguard Ftse Developed ETF-0.9%-27.58%减仓
34SPYSs Spdr S&p 500 ETF Trust-us-1%-13.00%减仓
35IVVIshares Core S&p 500 ETF-1.2%+6.23%加仓
36IJRIshares Core S&p Small-cap E-4.4%-76.77%减仓
37SDVYFirst Trust Smid Cap Rising—NEW新建仓
38XLRESs Real Estate Select Sector—NEW新建仓
39VNQVanguard Real Estate ETF—EXIT清仓
40BIVVanguard Intermediate-term B—EXIT清仓
41VGKVanguard Ftse Europe ETF—NEW新建仓
42SPYGSs Spdr P S&p 500 Growth ETF—EXIT清仓

FAQ

LCW Services, LLC 是什么机构？属于哪种投资人类型？
LCW Services, LLC 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$2.0亿，分布在 39 个已申报仓位之中。
LCW Services, LLC 目前前几大持股有哪些？
根据最新 13F 申报，LCW Services, LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$3963.7万 (19.7%) 2. Schwab Intl Equity ETF (SCHF) — US$3174.4万 (15.8%) 3. Ishares Core S&p Midcap ETF (IJH) — US$2024.6万 (10.1%) 4. Vanguard Total Bond Market (BND) — US$1316.2万 (6.5%) 5. Vanguard Ftse Emerging Marke (VWO) — US$1250.5万 (6.2%)
LCW Services, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，LCW Services, LLC 共进行了 39 项显著调整：新建仓 3 个仓位、加仓 24 个既有持股、减仓 9 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: First Trust Smid Cap Rising (SDVY); 新建仓: Ss Real Estate Select Sector (XLRE); 清仓: Vanguard Real Estate ETF (VNQ); 清仓: Vanguard Intermediate-term B (BIV); 新建仓: Vanguard Ftse Europe ETF (VGK)
LCW Services, LLC 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，LCW Services, LLC 的主要板块分布如下： • Information Technology: 60.1% • Consumer Discretionary: 39.9%