CIK: 0002111980
申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 78
Lexington Hill Partners, LLC在最新一期 13F 报告中披露了 78 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 33.1%。
Lexington Hill Partners, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.086——换算下来相当于约 12 个等权重仓位，明显低于其实际披露的 78 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.40），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 18%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 VTEB
+82.2% US$1606.9万
减仓 IVV
+0.2% -US$39.9万
减仓 USMV
-45.5% -US$151.8万
减仓 SPY
+9.2% US$33.1万
加仓 SCHD
+152.2% US$265.2万
加仓 BND
+56.5% US$482.1万
| # | 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 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 20.37% | +5.40% | +82.18% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 16.03% | +0.21% | +40.64% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 7.64% | +1.12% | +56.50% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.28% | -0.53% | +17.51% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.88% | -1.90% | +0.22% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.74% | -1.30% | +9.18% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.15% | -0.86% | +11.70% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.78% | +2.78% | NEW | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.33% | +1.23% | +152.18% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.97% | — | +0.35% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.69% | +0.30% | +70.07% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | +0.15% | +4.84% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | -0.11% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.33% | -0.51% | -4.86% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | -0.28% | +19.72% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | — | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.16% | +0.06% | +38.66% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | -0.44% | +0.75% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.08% | -0.24% | — | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.02% | -0.46% | -6.66% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.00% | -1.47% | -45.47% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.76% | -0.44% | +2.00% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.72% | -0.30% | -2.49% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.72% | — | -7.50% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | +0.30% | +148.54% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.68% | -0.16% | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.04% | +62.56% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.66% | — | — | |
| 29 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.65% | +0.65% | NEW | |
| 30 | GS | Goldman Sachs Group INC | 股票-金融 | 0.62% | — | +5.58% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | -0.26% | -8.55% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +12.71% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.50% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.48% | -0.21% | -8.11% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | +0.10% | +84.79% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | — | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.38% | — | +1.00% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.38% | — | +0.56% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.37% | — | — | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.34% | -0.01% | +2.18% | |
| 41 | WIP | State Street Spdr Ftse Inter | ETF-其他 | 0.32% | — | +0.48% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.29% | -0.04% | +35.73% | |
| 43 | DFAI | Dimensional International Co | ETF-其他 | 0.28% | — | -1.36% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.28% | -0.04% | +9.54% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.27% | +0.02% | +15.34% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.27% | -0.14% | +2.89% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.24% | +0.24% | NEW | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.24% | +0.01% | +32.20% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.23% | — | +0.85% | |
| 50 | HTH | Hilltop Holdings INC | 股票-其他 | 0.21% | — | +0.52% |
Q3 2026表现
—
近4个季度表现
—
基于可用的0个月历史数据
基于可获取价格的持仓（占申报价值的48%）计算
Lexington Hill Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Coca-cola Co/the (KO); 新建仓: White Mountains Insurance Group, Ltd. (WTM); 清仓: Vanguard High Dvd Yield ETF (VYM); 新建仓: Broadcom INC (AVGO); 清仓: Ss Spdr Bb 1-3m T-bill ETF (BIL).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-19 | 13F-HR | 在 EDGAR 上查看 |
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