CIK: 0002009224
申报总市值
US$2.5亿
申报季度: 2026-03-31 · 持股只数: 22
LHM, INC.在最新一期 13F 报告中披露了 22 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 10.4%。
减仓 NVO
-57.6% -US$494.4万
加仓 MCHP
+32.0% US$176.8万
加仓 MRVL
0.0% US$140.5万
加仓 TXN
+20.9% US$153.4万
减仓 WAL
-9.4% -US$216.2万
减仓 OLED
0.0% -US$187.3万
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 42.55% | +0.41% | -0.28% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 4.52% | +0.01% | -3.70% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 4.50% | +0.02% | -3.70% | |
| 4 | KRNT | Kornit Digital Ltd. | 股票-其他 | 4.00% | +0.29% | — | |
| 5 | MRVL | Marvell Technology INC | 股票-科技 | 3.89% | +0.73% | — | |
| 6 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 3.79% | -0.04% | +21.21% | |
| 7 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 3.71% | -0.09% | -11.92% | |
| 8 | XPEL | Xpel INC | 股票-其他 | 3.32% | -0.38% | -4.43% | |
| 9 | IPGP | Ipg Photonics CORP | 股票-科技 | 3.14% | +0.26% | -35.55% | |
| 10 | MCHP | Microchip Technology INC | 股票-科技 | 2.76% | +0.81% | +31.95% | |
| 11 | WAL | Western Alliance Bancorp | 股票-金融 | 2.75% | -0.66% | -9.37% | |
| 12 | OLED | Universal Display CORP | 股票-科技 | 2.69% | -0.55% | — | |
| 13 | SNFCA | Security Natl Finl Corp-cl A | 股票-其他 | 2.68% | +0.27% | -0.07% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 2.59% | +0.09% | +17.20% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | -0.08% | — | |
| 16 | TXN | Texas Instruments INC | 股票-科技 | 2.32% | +0.70% | +20.90% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.20% | +0.22% | +16.42% | |
| 18 | WGO | Winnebago Industries | 股票-其他 | 1.88% | -0.33% | +4.83% | |
| 19 | MCFT | Mastercraft Boat Holdings In | 股票-其他 | 1.77% | +0.28% | +3.30% | |
| 20 | WHR | Whirlpool CORP | 股票-周期性消费 | 1.25% | -0.15% | +13.14% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.89% | -1.79% | -57.64% | |
| 22 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.24% | -0.04% | — |
Q3 2026表现
—
近4个季度表现
+1%
基于可获取价格的持仓（占申报价值的35%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 22 | US$2.5亿 | 10 | |
| 2025-12-31 | 22 | US$2.7亿 | 27 | |
| 2025-09-30 | 22 | US$3.0亿 | 47 | |
| 2025-06-30 | 21 | US$3.0亿 | 0 | |
| 2025-03-31 | 23 | US$3.0亿 | 0 | |
| 2024-12-31 | 22 | US$3.1亿 | 0 | |
| 2024-09-30 | 19 | US$3.2亿 | 0 | |
| 2024-06-30 | 16 | US$2.4亿 | 0 | |
| 2024-03-31 | 14 | US$1.4亿 | 0 | |
| 2023-12-31 | 7 | US$1.1亿 | 0 |
Lhm, INC. 在 2026-03-31 最显著的持仓异动： 减仓: Novo-nordisk A/s-spons Adr (NVO) — 股数 -57.64%; 加仓: Microchip Technology INC (MCHP) — 股数 +31.95%; 加仓: Texas Instruments INC (TXN) — 股数 +20.90%; 减仓: Western Alliance Bancorp (WAL) — 股数 -9.37%; 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -0.28%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MCHP | Microchip Technology INC | +0.8% | +31.95% | 加仓 |
| 2 | MRVL | Marvell Technology INC | +0.7% | — | 不变 |
| 3 | TXN | Texas Instruments INC | +0.7% | +20.90% | 加仓 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.28% | 减仓 |
| 5 | KRNT | Kornit Digital Ltd. | +0.3% | — | 不变 |
| 6 | MCFT | Mastercraft Boat Holdings In | +0.3% | +3.30% | 加仓 |
| 7 | SNFCA | Security Natl Finl Corp-cl A | +0.3% | -0.07% | 减仓 |
| 8 | IPGP | Ipg Photonics CORP | +0.3% | -35.55% | 减仓 |
| 9 | AMZN | Amazon.com INC | +0.2% | +16.42% | 加仓 |
| 10 | KWEB | Kranesh Csi China Internet | +0.1% | +17.20% | 加仓 |
| 11 | BINC | Ishares Flex I A Etf-usd INC | 0% | -3.70% | 减仓 |
| 12 | PYLD | Pimco Multisector Bond Actv | 0% | -3.70% | 减仓 |
| 13 | TTWO | Take-two Interactive Softwre | 0% | +21.21% | 加仓 |
| 14 | SONY | Sony Group CORP - Sp Adr | 0% | — | 不变 |
| 15 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 不变 |
| 16 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | -11.92% | 减仓 |
| 17 | WHR | Whirlpool CORP | -0.2% | +13.14% | 加仓 |
| 18 | WGO | Winnebago Industries | -0.3% | +4.83% | 加仓 |
| 19 | XPEL | Xpel INC | -0.4% | -4.43% | 减仓 |
| 20 | OLED | Universal Display CORP | -0.6% | — | 不变 |
| 21 | WAL | Western Alliance Bancorp | -0.7% | -9.37% | 减仓 |
| 22 | NVO | Novo-nordisk A/s-spons Adr | -1.8% | -57.64% | 减仓 |
资产规模相近的机构
CIK 0001803386
申报总市值
US$2.5亿
163 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0002065136
申报总市值
US$2.5亿
433 stks
2025-12-31
数据过旧，未更新
资产规模与本机构相差仅 0.0%
CIK 0001472800
申报总市值
US$2.5亿
49 stks
2026-06-30
资产规模与本机构相差仅 0.0%
持仓风格相似的机构
CIK 0000714364
申报总市值
US$3.6亿
719 stks
2026-03-31
前五大持仓重叠 2/5 档，同样重仓 Ishares Flex I A Etf-usd INC
CIK 0001834985
申报总市值
US$20.8亿
182 stks
2026-03-31
前五大持仓重叠 2/5 档，同样重仓 Pimco Multisector Bond Actv
CIK 0001926344
申报总市值
US$3.5亿
40 stks
2025-12-31
数据过旧，未更新
前五大持仓重叠 2/5 档，同样重仓 Ishares Flex I A Etf-usd INC