LAWOOD & CO
CIK 2109484 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $108.2M
- 持仓
- 95
- 截至
- 2026年6月30日
按 13F 价值排名第 8235（共 9443） · 前 87.2%
投资组合价值同比（季度）：+110.1% 13F不披露现金
- 前十大持仓权重
- 52.12%
- 前二十五大持仓权重
- 75.92%
- 持仓高于 1%
- 24
- 有效持仓数量
- 24.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 14.49% 估计买入 $60290749 · 卖出 $11567404
- 新仓位
- 9
- 增加
- 45
- 减少
- 29
- 已结清
- 4
本页内容
行业细分
Technology
11.0%
Healthcare
8.0%
Industrials
7.6%
Financials
7.1%
Communications
4.1%
Utilities
3.7%
Retail
3.0%
Energy
2.6%
Financial Services
2.0%
Consumer Staples
1.7%
Communication Services
1.6%
Telecommunication
1.2%
Consumer products
0.9%
Materials
0.7%
Logistics & Transportation
0.5%
Consumer Discretionary
0.1%
其他/未映射
44.1%
完整投资组合 95 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| JCPB | $13738258 | 12.70% | 292677 | 上涨 ×1 | |||
| JQUA | $8431679 | 7.80% | 116653 | $1040595 | 下跌 ×2 | ||
| DFAX | $7559863 | 6.99% | 205208 | 上涨 ×1 | |||
| VOO | $5162064 | 4.77% | 7516 | $814290 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $4556707 | 4.21% | 4279 | $4379592 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4410623 | 4.08% | 37550 | $3812327 | 上涨 ×2 | ||
| TBUX | $3596281 | 3.33% | 72258 | $571431 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $3339706 | 3.09% | 13150 | $2842271 | 上涨 ×2 | ||
| DFIC | $2912875 | 2.69% | 78177 | 上涨 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $2668945 | 2.47% | 20770 | $2364852 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2655902 | 2.46% | 7120 | $1323660 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2654194 | 2.45% | 13265 | $2297895 | 上涨 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2289608 | 2.12% | 6714 | $1315664 | 上涨 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1935306 | 1.79% | 10473 | $1346524 | 上涨 ×2 | ||
| GLW Corning Incorporated Common Stock | $1901932 | 1.76% | 7446 | $908943 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $1854357 | 1.71% | 11187 | $1127724 | 上涨 ×2 | ||
| MTB M&T Bank Corporation Common Stock | $1701772 | 1.57% | 7150 | $1439444 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1523578 | 1.41% | 4320 | $1302893 | 上涨 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1508127 | 1.39% | 18557 | $1061105 | 上涨 ×2 | ||
| PPL PPL Corporation Common Stock | $1485297 | 1.37% | 40861 | $1179391 | 上涨 ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1475677 | 1.36% | 16813 | $614679 | 上涨 ×1 | ||
| NWBI Northwest Bancshares, Inc. - Common Stock | $1347027 | 1.25% | 88854 | $40998 | 下跌 ×2 | ||
| SPY SPY | $1181390 | 1.09% | 1582 | $152552 | |||
| VTI | $1151564 | 1.06% | 3112 | $33541 | 下跌 ×1 | ||
| TFC Truist Financial Corporation Common Stock | $1068788 | 0.99% | 21453 | $75698 | 下跌 ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1055763 | 0.98% | 7717 | $741302 | 上涨 ×2 | ||
| MS Morgan Stanley Common Stock | $1015934 | 0.94% | 4860 | $557442 | 上涨 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1001595 | 0.93% | 23656 | $249398 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $988354 | 0.91% | 6740 | $840159 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $949646 | 0.88% | 3377 | $190965 | 上涨 ×1 | ||
| SCHB | $941490 | 0.87% | 32510 | $100389 | 下跌 ×1 | ||
| MET MetLife, Inc. Common Stock | $936717 | 0.87% | 11071 | $476188 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $778378 | 0.72% | 2690 | $-262161 | 下跌 ×1 | ||
| CZFS Citizens Financial Services, Inc. - Common Stock | $769298 | 0.71% | 10620 | $762804 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $736467 | 0.68% | 12925 | $694932 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $650600 | 0.60% | 1155 | $-44538 | 下跌 ×1 | ||
| IMCB | $650428 | 0.60% | 6736 | $88444 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $626999 | 0.58% | 5093 | $610642 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $622750 | 0.58% | 4460 | $380035 | 下跌 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $605712 | 0.56% | 505 | $133870 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $556899 | 0.51% | 4917 | $435105 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $550565 | 0.51% | 2310 | $-241486 | 下跌 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $540028 | 0.50% | 1060 | $183438 | 上涨 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $513420 | 0.47% | 4776 | $45230 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $503534 | 0.47% | 1409 | $-2520735 | 下跌 ×1 | ||
| MDY | $499371 | 0.46% | 710 | $61471 | |||
| DIS Walt Disney Company (The) Common Stock | $499153 | 0.46% | 5186 | $441229 | 上涨 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $425505 | 0.39% | 1900 | $39463 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $419531 | 0.39% | 7281 | $402549 | 上涨 ×2 | ||
| DG Dollar General Corporation Common Stock | $389072 | 0.36% | 3380 | $-12235 | |||
| COP ConocoPhillips Common Stock | $380805 | 0.35% | 3663 | $63081 | 上涨 ×2 | ||
| CTVA Corteva, Inc. Common Stock | $372467 | 0.34% | 4398 | $368951 | 上涨 ×1 | ||
| MRSH Marsh Common Stock | $364841 | 0.34% | 2189 | $-14841 | |||
| PSX Phillips 66 Common Stock | $353991 | 0.33% | 2094 | $330672 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $306246 | 0.28% | 1217 | $63310 | 上涨 ×1 | ||
| ZBH Zimmer Biomet Holdings, Inc. Common Stock | $301315 | 0.28% | 3500 | $279614 | 上涨 ×1 | ||
| T AT&T Inc. | $298225 | 0.28% | 14407 | $246826 | 上涨 ×2 | ||
| USB U.S. Bancorp Common Stock | $292940 | 0.27% | 4850 | $279417 | 上涨 ×1 | ||
| CVS CVS Health Corporation Common Stock | $276212 | 0.26% | 2670 | $245688 | 上涨 ×1 | ||
| CBU Community Financial System, Inc. Common Stock | $274387 | 0.25% | 4088 | $34626 | |||
| FHI Federated Hermes, Inc. Common Stock | $273891 | 0.25% | 4960 | $252795 | 上涨 ×1 | ||
| VB | $272808 | 0.25% | 900 | $-74760 | 下跌 ×2 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $259878 | 0.24% | 2844 | $18747 | |||
| LH Labcorp Holdings Inc. Common Stock | $256480 | 0.24% | 916 | $-4193 | 下跌 ×1 | ||
| IWB | $252252 | 0.23% | 616 | $11574 | 下跌 ×2 | ||
| RTX RTX Corporation Common Stock | $249305 | 0.23% | 1314 | $74538 | 上涨 ×1 | ||
| HSY The Hershey Company Common Stock | $242121 | 0.22% | 1380 | $214264 | 上涨 ×1 | ||
| NUE Nucor Corporation Common Stock | $241238 | 0.22% | 1083 | 上涨 ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $240678 | 0.22% | 1905 | $-246281 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $239403 | 0.22% | 576 | ||||
| IWS | $232909 | 0.22% | 1415 | $198223 | 上涨 ×1 | ||
| SCHX | $229554 | 0.21% | 7800 | ||||
| JBL Jabil Inc. Common Stock | $223964 | 0.21% | 581 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $216018 | 0.20% | 1580 | $76727 | 上涨 ×1 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $207758 | 0.19% | 916 | 上涨 ×1 | |||
| LAZ Lazard, Inc. Common Stock | $195860 | 0.18% | 4670 | $-15266 | 下跌 ×1 | ||
| EMR Emerson Electric Company Common Stock | $188385 | 0.17% | 1316 | 上涨 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $188076 | 0.17% | 840 | $-23262 | 下跌 ×1 | ||
| ITOT | $167720 | 0.16% | 1021 | $-224817 | 下跌 ×1 | ||
| NEM Newmont Corporation | $167186 | 0.15% | 1790 | $-427431 | 下跌 ×1 | ||
| VO | $164846 | 0.15% | 2046 | $41646 | 上涨 ×2 | ||
| IWR | $107783 | 0.10% | 977 | $-369908 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $97166 | 0.09% | 275 | $-74089 | 下跌 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $96405 | 0.09% | 712 | $-14161 | |||
| MCD McDonald's Corporation Common Stock | $94609 | 0.09% | 350 | $-202195 | 下跌 ×1 | ||
| IVV | $90616 | 0.08% | 121 | $11578 | |||
| IJH | $77110 | 0.07% | 1000 | $-400327 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $70376 | 0.07% | 215 | $-805044 | 下跌 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $64459 | 0.06% | 780 | $-201279 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $59353 | 0.05% | 405 | $-178818 | 下跌 ×1 | ||
| IJR | $49091 | 0.05% | 331 | $-293632 | 下跌 ×2 | ||
| PFE Pfizer, Inc. Common Stock | $37854 | 0.03% | 1572 | $-22658 | 下跌 ×2 | ||
| IGC | $20400 | 0.02% | 75000 | $675 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $18220 | 0.02% | 315 | $63 | |||
| AVGO Broadcom Inc. - Common Stock | $3778 | 0.00% | 10 | $-1433896 | 下跌 ×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。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| QCOM | 增持 | +6K | +$1.3M |
| MSFT | 增持 | +4K | +$1.3M |
| PANW | 增持 | +639 | +$1.3M |
| PPL | 增持 | +33K | +$1.2M |
| CVX | 增持 | +8K | +$1.1M |
| KO | 增持 | +13K | +$1.1M |
| JQUA | 削减 | -4K | +$1.0M |
| GLW | 增持 | +143 | +$909K |
| VOO | 增持 | +240 | +$814K |
| AEP | 增持 | +5K | +$741K |
12 个持仓已隐藏（数据完整性检查）
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 |
|---|---|---|---|---|
| GVI | 2026年3月31日 | 6218 | $667502 | 不再跟踪 |
| IEFA | 2026年6月30日 | 3966 | $359042 | 不再跟踪 |
| ACN | 2026年6月30日 | 1448 | $287124 | 46.7% |
| SCHX | 2026年3月31日 | 7800 | $209898 | 不再跟踪 |
| COR | 2026年3月31日 | 619 | $209067 | 0.9% |
| PYPL | 2026年6月30日 | 4600 | $208058 | 44.1% |
| SHY | 2026年6月30日 | 2470 | $203948 | |
| UNH | 2026年3月31日 | 611 | $201697 | 43.1% |
| ABT | 2026年3月31日 | 1416 | $177411 | 11.4% |