CIK: 0002110354
申报总市值
US$1.1亿
申报季度: 2026-03-31 · 持股只数: 54
Lynch Investment Planning, LLC在最新一期 13F 报告中披露了 54 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 16.2%。
Lynch Investment Planning, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.065——换算下来相当于约 15 个等权重仓位，明显低于其实际披露的 54 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 1.61），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.9 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 15%；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。
减仓 OEF
-44.4% -US$229.4万
加仓 BOND
+25.5% US$342.3万
加仓 IEFA
+55.5% US$257.1万
加仓 IJR
+48.3% US$168.2万
减仓 DUHP
+0.0% -US$29.2万
加仓 BSV
+15.8% US$113.6万
| # | 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 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 15.94% | +2.22% | +25.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.00% | -0.48% | +6.71% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.72% | +0.58% | +15.82% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-其他 | 7.61% | -0.79% | +0.01% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.34% | +2.04% | +55.47% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.14% | +0.29% | +13.77% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.00% | -0.35% | +6.10% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.34% | +1.32% | +48.28% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 4.25% | +0.05% | +12.05% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.00% | -0.19% | +0.85% | |
| 11 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 2.97% | +0.05% | +3.45% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.19% | -2.34% | -44.44% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.09% | +8.99% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.85% | +0.50% | +42.38% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | -0.31% | -1.10% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.34% | -0.31% | -15.34% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | -0.19% | -1.58% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.46% | -3.48% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | -0.09% | +1.63% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.93% | -0.18% | -11.28% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | -0.17% | -0.40% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.15% | -3.96% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.86% | -0.02% | +4.44% | |
| 24 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.84% | +0.16% | +31.13% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.13% | -2.79% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | -0.08% | -1.81% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.51% | — | -4.68% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.50% | -0.13% | -13.18% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.45% | +0.05% | +0.34% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | -0.10% | -8.16% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.43% | -0.18% | -4.47% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.38% | — | +0.06% | |
| 33 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.37% | +0.04% | +0.65% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.35% | -0.04% | -4.42% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | -2.94% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | -0.04% | +0.06% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.34% | -0.04% | -10.55% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.32% | -0.08% | +0.56% | |
| 39 | GD | General Dynamics CORP | 股票-工业 | 0.29% | — | -4.33% | |
| 40 | HON | Honeywell International INC | 股票-工业 | 0.28% | +0.01% | -3.55% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.27% | — | +0.39% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.27% | — | -4.17% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.07% | +0.52% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | +0.02% | -4.18% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.26% | +0.26% | NEW | |
| 46 | KMI | Kinder Morgan INC | 股票-能源 | 0.24% | +0.03% | +0.07% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.23% | -0.06% | -4.84% | |
| 48 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公债 | 0.23% | -0.10% | -26.90% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | -0.06% | +0.71% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.21% | — | -5.91% |
Q3 2026表现
+2.5%
近4个季度表现
+5.2%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的80%）计算
Lynch Investment Planning, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Core S&p 500 ETF (IVV); 清仓: Wisdomtree U.s. Smallcap Qua (DGRS); 新建仓: Vanguard Russell 1000 Value (VONV); 清仓: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG); 减仓: Ishares S&p 100 ETF (OEF) — 股数 -44.44%.
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-24 | 13F-HR | 在 EDGAR 上查看 |
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