LL

Lpwm LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$4.0亿

申报季度: 2026-03-31 · 持股只数: 94

LPWM LLC在最新一期 13F 报告中披露了 94 项持股，申报期为 2026-03-31，总持股市值约为 US$4.0亿，季度换手率为 20.7%。

浏览其他1 亿至 10 亿美元机构浏览其他以“L”开头的机构

机构性格雪花图

集中度
34.18
持仓稳定性
20.73
动能／逆势
100
行业集中度
77.15
多样化
100
仓位均衡度
73.34

近期动向

  • 减仓 VWO

    -89.4%　-US$1166.5万

  • 减仓 LQD

    -85.1%　-US$962.9万

  • 加仓 JPST

    +58.2%　US$949.4万

  • 减仓 VONG

    +0.1%　-US$786.4万

  • 减仓 EELV

    -93.6%　-US$459.0万

  • 加仓 AGG

    +53.1%　US$203.0万

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
1VONGVanguard Russell 1000 GrowthETF-其他18.28%-1.98%+0.13%
2IVEIshares S&p 500 Value ETFETF-大型股与成长17.68%+0.06%+0.76%
3IWSIshares Russell Mid-cap ValuETF-其他8.34%+0.10%-2.10%
4JPSTJpmorgan Ultra-short IncomeETF-其他6.50%+2.39%+58.24%
5IEFAIshares Core Msci Eafe ETFETF-其他4.89%+0.46%+9.07%
6SPEMState Street Sp Ptf Em ETFETF-其他4.50%+4.50%NEW
7VTIPVanguard Short-term TipsETF-其他3.85%+0.41%+10.84%
8SLYVSs Spdr S&p 600 Sc Val ETFETF-其他2.41%+0.09%-0.12%
9IWMIshares Russell 2000 ETFETF-中小型股2.35%-0.13%-5.88%
10VTVVanguard Value ETFETF-其他2.03%+0.26%+11.37%
11AGGIshares Core U.s. AggregateETF-其他1.49%+0.51%+53.15%
12VNQVanguard Real Estate ETFETF-其他1.47%—-1.20%
13IWRIshares Russell Mid-cap ETFETF-其他1.21%—+0.68%
14VONEVanguard Russell 1000ETF-其他1.20%-0.05%+0.76%
15JMSTJPM Ultra-short Muni IncomeETF-其他1.15%-0.03%-2.75%
16VOEVanguard Mid-cap Value ETFETF-其他1.14%—-2.13%
17VEAVanguard Ftse Developed ETFETF-其他1.06%+0.17%+16.56%
18BRK-BBerkshire Hathaway Inc-cl B股票-其他1.03%-0.11%-5.63%
19NVDANvidia CORP股票-科技1.01%-0.13%-5.25%
20VSSVanguard Ftse All Wo X-us ScETF-其他0.95%—+1.21%
21VNQIVanguard Glbl Ex-us Real EstETF-其他0.90%-0.17%-12.65%
22VTEBVanguard Tax-exempt Bond ETFETF-其他0.82%—-2.14%
23IJHIshares Core S&p Midcap ETFETF-其他0.77%+0.08%+9.24%
24BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.73%—-2.32%
25IVWIshares S&p 500 Growth ETFETF-大型股与成长0.73%-0.07%-0.99%
26VGTVanguard Info Tech ETFETF-科技型0.72%+0.09%+23.10%
27VTIVanguard Total Stock Mkt ETFETF-其他0.59%—+4.19%
28IEMGIshares Core Msci EmergingETF-新兴市场0.54%+0.12%+22.86%
29MUBIshares National Muni Bond EETF-其他0.51%-0.04%-6.65%
30IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.46%—+0.19%
31VONVVanguard Russell 1000 ValueETF-其他0.44%—-6.85%
32LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债0.42%-2.43%-85.09%
33AMZNAmazon.com INC股票-周期性消费0.42%—+3.53%
34VOOVanguard S&p 500 ETFETF-大型股与成长0.38%—-1.78%
35AVGOBroadcom INC股票-科技0.37%-0.13%-17.81%
36XLKSs Technology Select SectorETF-科技型0.37%-0.06%-7.37%
37VWOVanguard Ftse Emerging MarkeETF-新兴市场0.35%-2.94%-89.39%
38QUALIshares Msci USA Quality FacETF-其他0.34%—+4.52%
39XLESs Energy Select SectorETF-其他0.32%+0.12%+14.26%
40VUGVanguard Growth ETFETF-其他0.29%—+3.07%
41GOOGLAlphabet Inc-cl A股票-通信服务0.28%-0.07%-12.42%
42VOXVanguard Communication ServiETF-其他0.27%—+16.29%
43XLVSs Health Care Select SectorETF-其他0.24%—+6.14%
44VXUSVanguard Total Intl StockETF-其他0.24%—+8.97%
45AAPLApple INC股票-科技0.24%-0.03%-6.04%
46VTWOVanguard Russell 2000 ETFETF-中小型股0.23%+0.05%+26.32%
47VBRVanguard Small-cap Value ETFETF-其他0.22%—+1.23%
48GOOGAlphabet Inc-cl C股票-通信服务0.21%—+0.03%
49TSLATesla INC股票-周期性消费0.21%—+6.02%
50IYFIshares US Financials ETFETF-其他0.20%+0.04%+39.31%
1–50 of 94

本季持股变动

Lpwm LLC 在 2026-03-31 最显著的持仓异动： 新建仓: State Street Sp Ptf Em ETF (SPEM); 清仓: Cencora INC (COR); 新建仓: Impax Global Sustainable Inf (BLDX); 新建仓: Dim US Large Cap Value ETF (DFLV); 新建仓: Kranesh Csi China Internet (KWEB).

Lpwm 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
1JPSTJpmorgan Ultra-short Income+2.4%+58.24%加仓
2AGGIshares Core U.s. Aggregate+0.5%+53.15%加仓
3IEFAIshares Core Msci Eafe ETF+0.5%+9.07%加仓
4VTIPVanguard Short-term Tips+0.4%+10.84%加仓
5VTVVanguard Value ETF+0.3%+11.37%加仓
6VEAVanguard Ftse Developed ETF+0.2%+16.56%加仓
7IEMGIshares Core Msci Emerging+0.1%+22.86%加仓
8XLESs Energy Select Sector+0.1%+14.26%加仓
9IWSIshares Russell Mid-cap Valu+0.1%-2.10%减仓
10SLYVSs Spdr S&p 600 Sc Val ETF+0.1%-0.12%减仓
11VGTVanguard Info Tech ETF+0.1%+23.10%加仓
12IJHIshares Core S&p Midcap ETF+0.1%+9.24%加仓
13IVEIshares S&p 500 Value ETF+0.1%+0.76%加仓
14VTWOVanguard Russell 2000 ETF+0.1%+26.32%加仓
15IYFIshares US Financials ETF0%+39.31%加仓
16VCRVanguard Consumer Discre ETF0%+40.98%加仓
17AAPLApple INC0%-6.04%减仓
18XLCSs Comm Select Sector Spdr0%-32.14%减仓
19JMSTJPM Ultra-short Muni Income0%-2.75%减仓
20MUBIshares National Muni Bond E0%-6.65%减仓
21MSFTMicrosoft CORP-0.1%+1.75%加仓
22VONEVanguard Russell 1000-0.1%+0.76%加仓
23SGOVIshares 0-3 Month Treasury B-0.1%-24.07%减仓
24XLKSs Technology Select Sector-0.1%-7.37%减仓
25IVWIshares S&p 500 Growth ETF-0.1%-0.99%减仓
26GOOGLAlphabet Inc-cl A-0.1%-12.42%减仓
27BRK-BBerkshire Hathaway Inc-cl B-0.1%-5.63%减仓
28AVGOBroadcom INC-0.1%-17.81%减仓
29NVDANvidia CORP-0.1%-5.25%减仓
30IWMIshares Russell 2000 ETF-0.1%-5.88%减仓
31VNQIVanguard Glbl Ex-us Real Est-0.2%-12.65%减仓
32EELVInvesco S&p Emerging Markets-1.2%-93.56%减仓
33VONGVanguard Russell 1000 Growth-2%+0.13%加仓
34LQDIshr Ibx Usd Invgd Cb Etf-ui-2.4%-85.09%减仓
35VWOVanguard Ftse Emerging Marke-2.9%-89.39%减仓
36SPEMState Street Sp Ptf Em ETF—NEW新建仓
37CORCencora INC—EXIT清仓
38BLDXImpax Global Sustainable Inf—NEW新建仓
39DFLVDim US Large Cap Value ETF—NEW新建仓
40KWEBKranesh Csi China Internet—NEW新建仓
41SUBIshares Short-term National—NEW新建仓
42XOMExxon Mobil CORP—NEW新建仓
43VOVanguard Mid-cap ETF—EXIT清仓
44IEZIshares U.s. Oil Equipment &—NEW新建仓
45SCHGSchwab US Large-cap Growth—NEW新建仓
46IGVIshares Expanded Tech-softwa—EXIT清仓
47IVVIshares Core S&p 500 ETF—NEW新建仓
48XLPSs Consumer Staples Sel Sect—NEW新建仓
49XLRESs Real Estate Select Sector—EXIT清仓
50IXUSIshares Core Intl Stock ETF—NEW新建仓

FAQ

Lpwm LLC 是什么机构？属于哪种投资人类型？
Lpwm 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$4.0亿，分布在 94 个已申报仓位之中。
Lpwm LLC 目前前几大持股有哪些？
根据最新 13F 申报，Lpwm LLC 按市值排列的前几大持股为： 1. Vanguard Russell 1000 Growth (VONG) — US$7245.6万 (18.3%) 2. Ishares S&p 500 Value ETF (IVE) — US$7008.1万 (17.7%) 3. Ishares Russell Mid-cap Valu (IWS) — US$3303.8万 (8.3%) 4. Jpmorgan Ultra-short Income (JPST) — US$2577.9万 (6.5%) 5. Ishares Core Msci Eafe ETF (IEFA) — US$1937.3万 (4.9%)
Lpwm LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lpwm LLC 共进行了 50 项显著调整：新建仓 11 个仓位、加仓 17 个既有持股、减仓 18 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: State Street Sp Ptf Em ETF (SPEM); 清仓: Cencora INC (COR); 新建仓: Impax Global Sustainable Inf (BLDX); 新建仓: Dim US Large Cap Value ETF (DFLV); 新建仓: Kranesh Csi China Internet (KWEB)
Lpwm 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，Lpwm LLC 的主要板块分布如下： • Information Technology: 40.5% • Financials: 24.3% • Consumer Discretionary: 12.8% • Communication Services: 12.2% • Health Care: 3.6% • Industrials: 2.3%

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