Lane & Associates LLC
CIK 2018909 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $185.5M
- 持仓
- 115
- 截至
- 2025年3月31日 数据截至 Q1 2025
按 13F 价值排名第 6701（共 9443） · 前 71.0%
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
- 46.06%
- 前二十五大持仓权重
- 70.65%
- 持仓高于 1%
- 28
- 有效持仓数量
- 32.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2025: 11.07% 估计买入 $22693791 · 卖出 $20972869
- 新仓位
- 3
- 增加
- 64
- 减少
- 44
- 已结清
- 9
本页内容
行业细分
Technology
5.6%
Healthcare
2.0%
Consumer products
1.6%
Financial Services
1.0%
Retail
1.0%
Financials
1.0%
Industrials
0.7%
Energy
0.6%
Consumer Discretionary
0.5%
Consumer Staples
0.5%
Communication Services
0.3%
Telecommunication
0.2%
Logistics & Transportation
0.1%
Materials
0.1%
其他/未映射
84.9%
完整投资组合 115 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $15200997 | 8.19% | 55309 | $-628670 | 上涨 ×1 | ||
| SPYG | $12738628 | 6.87% | 158500 | $-637876 | 上涨 ×1 | ||
| SCHX | $11505569 | 6.20% | 521086 | 上涨 ×1 | |||
| SPY SPY | $11056577 | 5.96% | 19765 | $-14208027 | 下跌 ×1 | ||
| EFG | $6044017 | 3.26% | 60440 | $-1710697 | 下跌 ×1 | ||
| DFIV | $6032183 | 3.25% | 153257 | $51487 | 下跌 ×1 | ||
| IEFA | $6009206 | 3.24% | 79434 | $3371080 | 上涨 ×1 | ||
| VYM | $5990242 | 3.23% | 46450 | $832151 | 上涨 ×1 | ||
| VOOV | $5747019 | 3.10% | 31202 | $-240306 | 下跌 ×1 | ||
| QEFA | $5121098 | 2.76% | 64860 | $52651 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4662377 | 2.51% | 12420 | $-514965 | 下跌 ×1 | ||
| JAAA | $4291613 | 2.31% | 84630 | $-45596 | 下跌 ×1 | ||
| COWZ | $4023796 | 2.17% | 73481 | $-161355 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3739766 | 2.02% | 16836 | $-194447 | 上涨 ×1 | ||
| EFA | $3389843 | 1.83% | 41476 | $80133 | 下跌 ×1 | ||
| VB | $3034162 | 1.64% | 13683 | $-464501 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2915312 | 1.57% | 17107 | $639209 | 上涨 ×1 | ||
| VO | $2823080 | 1.52% | 10916 | $-287422 | 下跌 ×1 | ||
| IVE | $2651578 | 1.43% | 13913 | $-117652 | 下跌 ×1 | ||
| IVV | $2472862 | 1.33% | 4401 | $-76987 | 上涨 ×1 | ||
| CALF | $2382425 | 1.28% | 63531 | $-204311 | 上涨 ×1 | ||
| HDV | $2336232 | 1.26% | 19289 | $151004 | 上涨 ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $2322018 | 1.25% | 42150 | $35572 | 上涨 ×1 | ||
| IYW | $2319216 | 1.25% | 16514 | $-235723 | 上涨 ×1 | ||
| IVW | $2251587 | 1.21% | 24255 | $-317352 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2094988 | 1.13% | 2537 | $-10963 | 下跌 ×1 | ||
| IWO | $2056798 | 1.11% | 8049 | $-201227 | 上涨 ×1 | ||
| VTV | $1895055 | 1.02% | 10971 | $196931 | 上涨 ×1 | ||
| IJH | $1624043 | 0.88% | 27833 | $-166005 | 上涨 ×1 | ||
| IJR | $1606387 | 0.87% | 15362 | $-123730 | 上涨 ×1 | ||
| VUG | $1523125 | 0.82% | 4107 | $-82180 | 上涨 ×1 | ||
| BUFR | $1513210 | 0.82% | 50967 | $307004 | 上涨 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1493654 | 0.81% | 21396 | $-123167 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1402635 | 0.76% | 12942 | $-176927 | 下跌 ×1 | ||
| GCOW | $1278237 | 0.69% | 34566 | $157661 | 上涨 ×1 | ||
| SCHZ | $1251126 | 0.67% | 54021 | 上涨 ×1 | |||
| DFAC | $1182611 | 0.64% | 35848 | $-8841 | 上涨 ×1 | ||
| SLYG | $1172030 | 0.63% | 14121 | $-148598 | 上涨 ×1 | ||
| VEU | $1156908 | 0.62% | 19072 | $4656 | 下跌 ×1 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $954449 | 0.51% | 14023 | $-109078 | 上涨 ×1 | ||
| VOO | $909756 | 0.49% | 1770 | $80064 | 上涨 ×1 | ||
| V Visa Inc. | $896593 | 0.48% | 2558 | $15100 | 下跌 ×1 | ||
| DIA | $872788 | 0.47% | 2079 | $-53449 | 下跌 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $865007 | 0.47% | 2831 | $3801 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $858850 | 0.46% | 1832 | $-88866 | 上涨 ×1 | ||
| IEMG | $803974 | 0.43% | 14897 | $-12287 | 下跌 ×1 | ||
| TLH | $743633 | 0.40% | 7168 | $431551 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $690263 | 0.37% | 3628 | $-150173 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $660934 | 0.36% | 3985 | $67168 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $647518 | 0.35% | 2640 | $-71705 | 下跌 ×1 | ||
| VBK | $634126 | 0.34% | 2519 | $-84156 | 上涨 ×1 | ||
| LQD | $620187 | 0.33% | 5706 | $-7858 | 下跌 ×1 | ||
| SCHD | $611622 | 0.33% | 21875 | $190192 | 上涨 ×1 | ||
| DIVO | $585466 | 0.32% | 14360 | $-19029 | 上涨 ×1 | ||
| MGK | $569828 | 0.31% | 1845 | $-72414 | |||
| IAU | $568787 | 0.31% | 9647 | $215245 | 上涨 ×1 | ||
| VBR | $568419 | 0.31% | 3051 | $-63599 | 下跌 ×1 | ||
| VOT | $555992 | 0.30% | 2273 | $-85412 | 下跌 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $526118 | 0.28% | 6588 | $-22662 | |||
| DGRO | $525853 | 0.28% | 8512 | $46631 | 上涨 ×1 | ||
| BUFQ | $512995 | 0.28% | 17180 | $76056 | 上涨 ×1 | ||
| XT iShares Future Exponential Technologies ETF | $511288 | 0.28% | 8883 | $-51858 | 下跌 ×1 | ||
| PKW Invesco BuyBack Achievers ETF | $506968 | 0.27% | 4500 | $-48130 | 下跌 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $492203 | 0.27% | 2550 | $-131124 | 下跌 ×1 | ||
| RSP | $491106 | 0.26% | 2835 | $-32417 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $487077 | 0.26% | 1563 | $59253 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $476985 | 0.26% | 2851 | $54595 | 上涨 ×1 | ||
| AOA | $473685 | 0.26% | 6192 | $-2051 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $471030 | 0.25% | 3961 | $30614 | 下跌 ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $467629 | 0.25% | 3779 | $45365 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $442127 | 0.24% | 1706 | $-163155 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $431841 | 0.23% | 4811 | $-26789 | 上涨 ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $412921 | 0.22% | 7728 | $16774 | 上涨 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $409516 | 0.22% | 1756 | $-33783 | 上涨 ×1 | ||
| UNM Unum Group Common Stock | $408341 | 0.22% | 5013 | $16240 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $405886 | 0.22% | 8948 | $66622 | 上涨 ×1 | ||
| IJS | $399662 | 0.22% | 4100 | $-51840 | 上涨 ×1 | ||
| EEM | $383782 | 0.21% | 8782 | $28119 | 上涨 ×1 | ||
| VIG | $378287 | 0.20% | 1950 | $-15384 | 上涨 ×1 | ||
| VOOG | $376740 | 0.20% | 1126 | $-45705 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $365848 | 0.20% | 670 | $-87066 | 下跌 ×1 | ||
| JEPI | $363902 | 0.20% | 6369 | $868 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $357888 | 0.19% | 5963 | $46450 | |||
| KR Kroger Company (The) Common Stock | $355874 | 0.19% | 5257 | $27244 | 下跌 ×1 | ||
| IOO | $352036 | 0.19% | 3656 | $-21680 | |||
| MDY | $348611 | 0.19% | 653 | $-13161 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $332991 | 0.18% | 2221 | $16618 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $329206 | 0.18% | 898 | $-12941 | 上涨 ×1 | ||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $327953 | 0.18% | 10651 | $90353 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $326489 | 0.18% | 1045 | $56708 | 上涨 ×1 | ||
| VTEB | $323058 | 0.17% | 6511 | $-44919 | 下跌 ×1 | ||
| SNA Snap-On Incorporated Common Stock | $314450 | 0.17% | 933 | $-21320 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $312723 | 0.17% | 2680 | $-87265 | 下跌 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $305046 | 0.16% | 1698 | $-1331 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $302200 | 0.16% | 1934 | $-89284 | 上涨 ×1 | ||
| IFRA | $294159 | 0.16% | 6527 | $-685951 | 下跌 ×1 | ||
| SPEM | $286858 | 0.15% | 7286 | $-48662 | 下跌 ×1 | ||
| BLK BlackRock, Inc. Common Stock | $285372 | 0.15% | 302 | $-157651 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $281667 | 0.15% | 1682 | $-54529 | 上涨 ×1 | ||
| GLD | $279496 | 0.15% | 970 | $71614 | 上涨 ×1 | ||
| 无匹配项 | |||||||
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 |
|---|---|---|---|
| SCHX | $11505569 | 521086 | 6.20% |
| SCHZ | $1251126 | 54021 | 0.67% |
| HSY | $241405 | 1411 | 0.13% |
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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| TLT | 2025年3月31日 | 12358 | $1084508 | |
| SHYG | 2025年3月31日 | 21460 | $926426 | 不再跟踪 |
| GOVT | 2025年3月31日 | 29691 | $670420 | 不再跟踪 |
| TTD | 2025年3月31日 | 4256 | $505102 | -75.8% |
| MBB | 2025年3月31日 | 4937 | $455106 | |
| GOOGL | 2025年3月31日 | 1056 | $215387 | 121.2% |
| ARCC | 2025年3月31日 | 8891 | $210444 | -10.6% |
| SHOP | 2025年3月31日 | 1739 | $203115 | 52.7% |
| VGT | 2025年3月31日 | 328 | $202531 | 不再跟踪 |