Long Run Wealth Advisors, LLC
CIK 1903296 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $530.7M
- 持仓
- 106
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 3629（共 9443） · 前 38.4%
投资组合价值同比（季度）：+4.2% 13F不披露现金
- 前十大持仓权重
- 52.33%
- 前二十五大持仓权重
- 75.52%
- 持仓高于 1%
- 27
- 有效持仓数量
- 24.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q4 2025: 0.81% 估计买入 $39913455 · 卖出 $4228661
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q4 2025 · 84.8% 仍持有
- 新仓位
- 2
- 增加
- 78
- 减少
- 25
- 已结清
- 5
本页内容
行业细分
Technology
7.4%
Financials
3.2%
Healthcare
1.2%
Communication Services
1.1%
Consumer products
1.1%
Retail
1.0%
Industrials
0.7%
Financial Services
0.5%
Logistics & Transportation
0.4%
Telecommunication
0.3%
Real Estate
0.3%
Energy
0.3%
Consumer Staples
0.3%
Consumer Discretionary
0.1%
Utilities
0.1%
Materials
0.0%
其他/未映射
81.9%
完整投资组合 106 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $61870700 | 11.66% | 1195107 | $915026 | 上涨 ×4 | ||
| FTCB | $47376189 | 8.93% | 2231568 | $1169524 | 上涨 ×2 | ||
| IEFA | $33255681 | 6.27% | 371738 | $2406061 | 上涨 ×3 | ||
| XLK XLK | $32598783 | 6.14% | 226428 | $1920848 | 上涨 ×1 | ||
| VYM | $22420030 | 4.22% | 156215 | $1042556 | 上涨 ×4 | ||
| EFV | $18425402 | 3.47% | 258023 | $1557296 | 上涨 ×3 | ||
| XLV XLV | $17463663 | 3.29% | 112814 | $2104903 | 上涨 ×3 | ||
| IEMG | $15362534 | 2.89% | 228541 | $975660 | 上涨 ×1 | ||
| XLF XLF | $14952610 | 2.82% | 273007 | $1072938 | 上涨 ×4 | ||
| LMBS First Trust Low Duration Opportunities ETF | $13964907 | 2.63% | 279354 | $487448 | 上涨 ×4 | ||
| XLI XLI | $12348447 | 2.33% | 79606 | $642433 | 上涨 ×4 | ||
| IJR | $11727611 | 2.21% | 97584 | $345220 | 上涨 ×1 | ||
| BILS | $10420705 | 1.96% | 105026 | $-1360229 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $9986911 | 1.88% | 53549 | $449488 | 上涨 ×1 | ||
| XLC XLC | $9198260 | 1.73% | 78137 | $441012 | 上涨 ×1 | ||
| IJH | $8995397 | 1.70% | 136294 | $295268 | 上涨 ×4 | ||
| XLE XLE | $7867484 | 1.48% | 175967 | $455326 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $7671934 | 1.45% | 28220 | $483933 | 下跌 ×2 | ||
| PSK | $7287106 | 1.37% | 229950 | $166201 | 上涨 ×4 | ||
| VOO | $7068910 | 1.33% | 11272 | $238750 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6556320 | 1.24% | 13557 | $-299155 | 上涨 ×1 | ||
| BIL | $6200480 | 1.17% | 67854 | $-161157 | 下跌 ×2 | ||
| DON | $5975986 | 1.13% | 115814 | $126961 | 上涨 ×4 | ||
| XLP XLP | $5905007 | 1.11% | 76017 | $267135 | 上涨 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5856353 | 1.10% | 18175 | $302207 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5412184 | 1.02% | 17247 | $1113240 | 下跌 ×3 | ||
| SPY SPY | $5309131 | 1.00% | 7786 | $133066 | 上涨 ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $5241481 | 0.99% | 35182 | $121254 | 上涨 ×1 | ||
| XLY XLY | $5220858 | 0.98% | 43722 | $242284 | 上涨 ×1 | ||
| VTI | $4760376 | 0.90% | 14199 | $202031 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4589394 | 0.86% | 19883 | $246080 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $4325155 | 0.82% | 46407 | $467427 | 上涨 ×1 | ||
| CB Chubb Limited Common Stock | $4304570 | 0.81% | 13791 | $395177 | 下跌 ×1 | ||
| SUSA | $4032653 | 0.76% | 28940 | $106096 | 下跌 ×3 | ||
| TOL Toll Brothers, Inc. Common Stock | $3904744 | 0.74% | 28877 | $-26893 | 上涨 ×1 | ||
| IDGT | $3890343 | 0.73% | 45769 | $-14805 | 上涨 ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $3854419 | 0.73% | 17757 | $-29070 | 上涨 ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $3835358 | 0.72% | 40224 | $-32645 | 上涨 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $3670369 | 0.69% | 19926 | $-334429 | 上涨 ×2 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $3666012 | 0.69% | 156770 | $43906 | 上涨 ×3 | ||
| EAGG | $3661795 | 0.69% | 76527 | $43357 | 上涨 ×3 | ||
| IXN | $3599369 | 0.68% | 34280 | $248833 | 上涨 ×1 | ||
| AGG | $3081318 | 0.58% | 30850 | $54041 | 上涨 ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $2135327 | 0.40% | 22456 | $90573 | 上涨 ×1 | ||
| MS Morgan Stanley Common Stock | $2058816 | 0.39% | 11597 | $283351 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2054968 | 0.39% | 5937 | $146036 | 上涨 ×1 | ||
| SDY | $1977799 | 0.37% | 14212 | $1741 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1974422 | 0.37% | 6666 | $84324 | 下跌 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1870338 | 0.35% | 18856 | $287959 | 下跌 ×1 | ||
| PRU Prudential Financial, Inc. Common Stock | $1799283 | 0.34% | 15940 | $166269 | 上涨 ×3 | ||
| GLW Corning Incorporated Common Stock | $1779664 | 0.34% | 20325 | $106050 | 下跌 ×3 | ||
| CWENA | $1732421 | 0.33% | 55138 | $225099 | 下跌 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $1722093 | 0.32% | 69160 | $-20648 | 上涨 ×4 | ||
| T AT&T Inc. | $1681038 | 0.32% | 67675 | $-148376 | 上涨 ×2 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $1676825 | 0.32% | 69810 | $6602 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1617639 | 0.30% | 2633 | $42492 | 上涨 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1607418 | 0.30% | 9265 | $-15561 | 上涨 ×2 | ||
| CCI Crown Castle Inc. Common Stock | $1575032 | 0.30% | 17723 | $-95332 | 上涨 ×4 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $1572739 | 0.30% | 24048 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $1478277 | 0.28% | 12284 | $109421 | 上涨 ×2 | ||
| IVV | $1350141 | 0.25% | 1971 | $25517 | 下跌 ×1 | ||
| ICSH | $1258526 | 0.24% | 24882 | $54397 | 上涨 ×1 | ||
| BRKB | $1196810 | 0.23% | 2381 | $-717 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $1148744 | 0.22% | 15509 | $10828 | 上涨 ×2 | ||
| DSI | $1072136 | 0.20% | 8322 | $29917 | 上涨 ×1 | ||
| CRBN | $1049603 | 0.20% | 4553 | $19615 | 上涨 ×1 | ||
| PM Philip Morris International Inc Common Stock | $996755 | 0.19% | 6214 | $311639 | 上涨 ×2 | ||
| AME AMETEK, Inc. | $844140 | 0.16% | 4112 | $53219 | 下跌 ×2 | ||
| ESML | $839704 | 0.16% | 18262 | $24541 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $778974 | 0.15% | 10326 | $133826 | 上涨 ×4 | ||
| GOVT | $709101 | 0.13% | 30797 | $203589 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $703651 | 0.13% | 6316 | $33053 | 下跌 ×2 | ||
| EFA | $590566 | 0.11% | 6150 | $67915 | 上涨 ×1 | ||
| V Visa Inc. | $582218 | 0.11% | 1660 | $5540 | 下跌 ×2 | ||
| NYF | $565004 | 0.11% | 10559 | $2882 | 上涨 ×3 | ||
| BE Bloom Energy Corporation Class A Common Stock | $547233 | 0.10% | 6298 | $6154 | 下跌 ×1 | ||
| ITOT | $503190 | 0.09% | 3384 | $90737 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $474005 | 0.09% | 1054 | $159143 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $457556 | 0.09% | 426 | $243401 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $431512 | 0.08% | 7484 | $-55497 | 上涨 ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $425240 | 0.08% | 9627 | $14343 | 上涨 ×1 | ||
| TQQQ ProShares UltraPro QQQ | $406366 | 0.08% | 7708 | $-25226 | 上涨 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $388929 | 0.07% | 1468 | $49631 | 上涨 ×2 | ||
| RSP | $377240 | 0.07% | 1969 | $5129 | 上涨 ×4 | ||
| SLF Sun Life Financial Inc. Common Stock | $351151 | 0.07% | 5627 | $14848 | 上涨 ×4 | ||
| CVX Chevron Corporation Common Stock | $347014 | 0.07% | 2277 | $27875 | 上涨 ×3 | ||
| FTEC | $327865 | 0.06% | 1459 | $11912 | 上涨 ×1 | ||
| BLV | $324307 | 0.06% | 4665 | $-1096 | 上涨 ×4 | ||
| KO Coca-Cola Company (The) Common Stock | $302104 | 0.06% | 4321 | $2556 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $298758 | 0.06% | 954 | $68228 | 上涨 ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $297878 | 0.06% | 3240 | $38928 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $278333 | 0.05% | 422 | $-40009 | 下跌 ×1 | ||
| NI NiSource Inc Common Stock | $270618 | 0.05% | 6480 | $-8156 | 上涨 ×3 | ||
| VYMI Vanguard International High Dividend Yield ETF | $265588 | 0.05% | 2951 | $22361 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $263543 | 0.05% | 1153 | $-1822 | 上涨 ×3 | ||
| C Citigroup, Inc. Common Stock | $259799 | 0.05% | 2226 | $29949 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $239337 | 0.05% | 777 | $5795 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $226522 | 0.04% | 658 | $-50512 | 下跌 ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $219598 | 0.04% | 1532 | $-35689 | 下跌 ×3 | ||
| PFG Principal Financial Group Inc - Common Stock | $219460 | 0.04% | 2488 | $14999 | 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）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| USIG | $61870700 | 11.66% | 上涨 ×4 |
| IEFA | $33255681 | 6.27% | 上涨 ×3 |
| VYM | $22420030 | 4.22% | 上涨 ×4 |
| EFV | $18425402 | 3.47% | 上涨 ×3 |
| XLV | $17463663 | 3.29% | 上涨 ×3 |
| XLF | $14952610 | 2.82% | 上涨 ×4 |
| LMBS | $13964907 | 2.63% | 上涨 ×4 |
| XLI | $12348447 | 2.33% | 上涨 ×4 |
| IJH | $8995397 | 1.70% | 上涨 ×4 |
| XLE | $7867484 | 1.48% | 上涨 ×3 |
| PSK | $7287106 | 1.37% | 上涨 ×4 |
| DON | $5975986 | 1.13% | 上涨 ×4 |
| XLP | $5905007 | 1.11% | 上涨 ×4 |
| SUSC | $3666012 | 0.69% | 上涨 ×3 |
| EAGG | $3661795 | 0.69% | 上涨 ×3 |
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 |
|---|---|---|---|
| UL | $1572739 | 24048 | 0.30% |
| VEU | $218953 | 2977 | 0.04% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IEFA | 增持 | +18K | +$2.4M |
| XLV | 增持 | +2K | +$2.1M |
| XLK | 增持 | +118K | +$1.9M |
| EFV | 增持 | +9K | +$1.6M |
| BILS | 削减 | -13K | -$1.4M |
| FTCB | 增持 | +63K | +$1.2M |
| GOOG | 削减 | -404 | +$1.1M |
| XLF | 增持 | +15K | +$1.1M |
| VYM | 增持 | +5K | +$1.0M |
| IEMG | 增持 | +10K | +$976K |
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 |
|---|---|---|---|---|
| FIXD | 2025年6月30日 | 934083 | $40950182 | |
| GM | 2025年3月31日 | 69754 | $3715787 | 86.5% |
| MRK | 2025年3月31日 | 36765 | $3657424 | 69.0% |
| GSK | 2025年3月31日 | 106278 | $3594321 | 33.6% |
| ULXXXX | 2025年12月31日 | 26572 | $1575201 | 不再跟踪 |
| MO | 2025年6月30日 | 8621 | $517444 | 13.8% |
| CSCO | 2025年9月30日 | 6920 | $480098 | 62.3% |
| FISV | 2025年12月31日 | 2989 | $385372 | -23.3% |
| VTEB | 2025年3月31日 | 7148 | $358352 | 不再跟踪 |
| MUB | 2025年9月30日 | 2773 | $289723 | 不再跟踪 |
| AMLP | 2025年6月30日 | 5230 | $271650 | 不再跟踪 |
| GRMN | 2025年12月31日 | 972 | $239364 | 44.9% |
| DIS | 2025年6月30日 | 2400 | $236898 | -13.6% |
| UNH | 2025年6月30日 | 413 | $216266 | 24.2% |
| NKE | 2025年3月31日 | 2840 | $214922 | -36.1% |
| WMB | 2025年12月31日 | 3278 | $207665 | 18.9% |
| PFG | 2025年6月30日 | 2419 | $204104 | 41.2% |
| TT | 2025年9月30日 | 459 | $200959 | 7.8% |
| HBI | 2025年3月31日 | 15560 | $126658 | 不再跟踪 |
| SOL | 2025年12月31日 | 10300 | $19467 | 不再跟踪 |
| ORGN | 2025年3月31日 | 10350 | $13248 | 不再跟踪 |
| WOLF | 2025年9月30日 | 11000 | $4387 | -4.1% |