LAM GROUP, INC.
投资组合价值同比（季度）：+4.1% 13F不披露现金
前十大持仓权重41.17%
前二十五大持仓权重73.70%
持仓高于 1%29
有效持仓数量36.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 3.45% 估计买入 $12352328 · 卖出 $6144681
中位数持有期：5.0 季度 跟踪时间 Q1 2025–Q1 2026 · 100.0% 仍持有
新仓位61
增加29
减少26
已结清1
投资组合价值
$182.0M
持仓
136
截至
2026年3月31日 数据截至 Q1 2026
行业细分
完整投资组合 136 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GLDM | $12918669 | 7.10% | 139375 | $1056934 | 上涨 ×5 | ||
| VXF | $8836023 | 4.86% | 42935 | $-241876 | 下跌 ×1 | ||
| VEU | $8575819 | 4.71% | 114192 | $175855 | |||
| DFAS | $7203351 | 3.96% | 101270 | $104088 | 下跌 ×5 | ||
| DISV | $7018348 | 3.86% | 177950 | $115648 | 下跌 ×5 | ||
| IBND | $6710185 | 3.69% | 215900 | $-3769107 | 下跌 ×1 | ||
| DFUV | $6272208 | 3.45% | 129431 | $197564 | 下跌 ×1 | ||
| BWZ | $5911632 | 3.25% | 219600 | $4595267 | 上涨 ×1 | ||
| AVRE | $5825387 | 3.20% | 132335 | $1325691 | 上涨 ×3 | ||
| DFIV | $5644188 | 3.10% | 106938 | $334429 | 上涨 ×1 | ||
| LEMB | $5437824 | 2.99% | 133280 | $359217 | 上涨 ×5 | ||
| VBR | $5326970 | 2.93% | 24520 | $133879 | |||
| VSS | $5175589 | 2.84% | 35500 | $87331 | |||
| VTI | $5097861 | 2.80% | 15891 | $-17353 | 上涨 ×1 | ||
| DFGR | $4999964 | 2.75% | 188110 | $-349029 | 下跌 ×1 | ||
| QQQ | $4314421 | 2.37% | 7475 | $-277546 | |||
| DFIS | $3846292 | 2.11% | 114235 | $-66486 | 下跌 ×5 | ||
| AVUV | $3780836 | 2.08% | 34225 | $458837 | 上涨 ×4 | ||
| IEMG | $3711746 | 2.04% | 53215 | $111107 | 下跌 ×1 | ||
| VGT | $3476862 | 1.91% | 4983 | $-298181 | 下跌 ×1 | ||
| DFSV | $3433745 | 1.89% | 97995 | $177964 | 下跌 ×3 | ||
| DFEV | $2943263 | 1.62% | 82260 | $168654 | 上涨 ×1 | ||
| DFUS | $2768468 | 1.52% | 39042 | $-127277 | |||
| AMPH | $2562372 | 1.41% | 130800 | $-940452 | |||
| AVIV | $2304016 | 1.27% | 30790 | $86982 | 下跌 ×1 | ||
| DFAX | $2144573 | 1.18% | 63131 | $78283 | |||
| AVDV | $2075091 | 1.14% | 20780 | $514719 | 上涨 ×2 | ||
| DFAT | $1973142 | 1.08% | 31596 | $202714 | 上涨 ×1 | ||
| AVDE | $1913142 | 1.05% | 22550 | $-38254 | 下跌 ×1 | ||
| AVEM | $1742945 | 0.96% | 21630 | $47735 | 下跌 ×1 | ||
| AVUS | $1728849 | 0.95% | 15550 | $247205 | 上涨 ×2 | ||
| AVSC | $1612013 | 0.89% | 25875 | $476275 | 上涨 ×4 | ||
| VB | $1506040 | 0.83% | 5750 | $22827 | |||
| AVDS | $1501665 | 0.83% | 20900 | $456260 | 上涨 ×2 | ||
| SPY | $1300680 | 0.71% | 2000 | $-63160 | |||
| AVLV | $1250261 | 0.69% | 15510 | $318669 | 上涨 ×2 | ||
| DFAI | $1217695 | 0.67% | 31255 | $-35362 | 下跌 ×5 | ||
| GLD | $1185449 | 0.65% | 2755 | $65873 | 下跌 ×1 | ||
| DFAC | $1158153 | 0.64% | 29803 | $-21640 | 上涨 ×1 | ||
| AVGE | $1143463 | 0.63% | 12991 | $72400 | 上涨 ×5 | ||
| VTV | $1099195 | 0.60% | 5602 | $282713 | 上涨 ×1 | ||
| VNQI | $1082358 | 0.59% | 24350 | $-29720 | 上涨 ×1 | ||
| DFAE | $1066251 | 0.59% | 31490 | $40296 | 下跌 ×3 | ||
| VWOB | $1030348 | 0.57% | 15685 | $-97419 | 下跌 ×1 | ||
| AVES | $981273 | 0.54% | 16360 | $190589 | 上涨 ×4 | ||
| VOE | $972077 | 0.53% | 5275 | $36450 | |||
| VWO | $913285 | 0.50% | 16897 | $106616 | 上涨 ×1 | ||
| VOO | $881386 | 0.48% | 1475 | $-43631 | |||
| AAPL | $877606 | 0.48% | 3458 | $-62486 | |||
| MDY | $863464 | 0.47% | 1400 | $18872 | |||
| BRK-B | $824703 | 0.45% | 1721 | $-65490 | 下跌 ×4 | ||
| IWF | $820820 | 0.45% | 1925 | $-90283 | |||
| QLTY | $775699 | 0.43% | 21440 | $-106189 | 下跌 ×1 | ||
| VEA | $740508 | 0.41% | 11556 | $258693 | 上涨 ×2 | ||
| SCZ | $717844 | 0.39% | 9155 | $8057 | |||
| GOOG | $678568 | 0.37% | 2366 | $427528 | 上涨 ×1 | ||
| DFGX | $664286 | 0.37% | 12665 | $-79447 | 下跌 ×5 | ||
| IJH | $624653 | 0.34% | 9250 | $14153 | |||
| AVEE | $588948 | 0.32% | 9285 | $37244 | 上涨 ×3 | ||
| META | $548101 | 0.30% | 958 | $-84265 | |||
| IJR | $497240 | 0.27% | 4000 | $16520 | |||
| DFEM | $494238 | 0.27% | 14305 | $21194 | 上涨 ×2 | ||
| GOOGL | $460096 | 0.25% | 1600 | $-40704 | |||
| AMZN | $445698 | 0.24% | 2140 | $-48257 | |||
| BNDX | $419717 | 0.23% | 8735 | $-94649 | 下跌 ×5 | ||
| MSFT | $398095 | 0.22% | 1075 | $-42966 | 上涨 ×1 | ||
| BA | $383332 | 0.21% | 1926 | $-810611 | 下跌 ×1 | ||
| ARKK | $380194 | 0.21% | 5625 | 上涨 ×1 | |||
| VNQ | $361009 | 0.20% | 4070 | $-17728 | 下跌 ×2 | ||
| BINC | $353384 | 0.19% | 6805 | $77397 | 上涨 ×1 | ||
| ARKW | $349769 | 0.19% | 2900 | $-108194 | 下跌 ×1 | ||
| DFAU | $341107 | 0.19% | 7560 | $-12467 | 上涨 ×1 | ||
| DFCF | $326783 | 0.18% | 7740 | $-37318 | 下跌 ×2 | ||
| DFSD | $267410 | 0.15% | 5585 | $89 | 上涨 ×1 | ||
| DFAW | $257975 | 0.14% | 3497 | $-627 | 上涨 ×4 | ||
| VFVA | $194511 | 0.11% | 1445 | ||||
| AMGN | $162555 | 0.09% | 462 | 上涨 ×1 | |||
| NRG | $147440 | 0.08% | 1009 | 上涨 ×1 | |||
| NFLX | $147110 | 0.08% | 1530 | ||||
| DEHP | $117082 | 0.06% | 3465 | 上涨 ×1 | |||
| NTAP | $102390 | 0.06% | 1000 | 上涨 ×1 | |||
| V | $90672 | 0.05% | 300 | 上涨 ×1 | |||
| NVDA | $76736 | 0.04% | 440 | 上涨 ×1 | |||
| VTIP | $74925 | 0.04% | 1500 | $-410442 | 下跌 ×1 | ||
| WFC | $71649 | 0.04% | 900 | 上涨 ×1 | |||
| ABBV | $63645 | 0.03% | 293 | 上涨 ×1 | |||
| DFIP | $58408 | 0.03% | 1400 | 上涨 ×1 | |||
| DIHP | $55096 | 0.03% | 1710 | 上涨 ×1 | |||
| IBM | $48963 | 0.03% | 202 | 上涨 ×1 | |||
| PPLT | $44558 | 0.02% | 250 | 上涨 ×1 | |||
| DUSB | $42089 | 0.02% | 830 | 上涨 ×1 | |||
| COST | $37864 | 0.02% | 38 | 上涨 ×1 | |||
| TSLA | $37175 | 0.02% | 100 | 上涨 ×1 | |||
| AVGO | $34046 | 0.02% | 110 | 上涨 ×1 | |||
| TSM | $33795 | 0.02% | 100 | 上涨 ×1 | |||
| VZ | $27761 | 0.02% | 553 | 上涨 ×1 | |||
| CAT | $26213 | 0.01% | 37 | 上涨 ×1 | |||
| WMT | $22743 | 0.01% | 183 | 上涨 ×1 | |||
| VUSB | $21787 | 0.01% | 438 | 上涨 ×1 | |||
| AMD | $20343 | 0.01% | 100 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| ARKK | $380194 | 5625 | 0.21% |
| VFVA | $194511 | 1445 | 0.11% |
| AMGN | $162555 | 462 | 0.09% |
| NRG | $147440 | 1009 | 0.08% |
| NFLX | $147110 | 1530 | 0.08% |
| DEHP | $117082 | 3465 | 0.06% |
| NTAP | $102390 | 1000 | 0.06% |
| V | $90672 | 300 | 0.05% |
| NVDA | $76736 | 440 | 0.04% |
| WFC | $71649 | 900 | 0.04% |
| ABBV | $63645 | 293 | 0.03% |
| DFIP | $58408 | 1400 | 0.03% |
| DIHP | $55096 | 1710 | 0.03% |
| IBM | $48963 | 202 | 0.03% |
| PPLT | $44558 | 250 | 0.02% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。