LPF Advisors LLC
CIK 1799556 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $122.2M
- 持仓
- 34
- 截至
- 2025年3月31日 数据截至 Q1 2025
按 13F 价值排名第 7987（共 9443） · 前 84.6%
投资组合价值同比（季度）：+2.2% 13F不披露现金
- 前十大持仓权重
- 90.36%
- 前二十五大持仓权重
- 98.45%
- 持仓高于 1%
- 12
- 有效持仓数量
- 8.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2025: 1.75% 估计买入 $6755521 · 卖出 $2118074
- 新仓位
- 3
- 增加
- 14
- 减少
- 8
- 已结清
- 3
本页内容
行业细分
Technology
0.6%
Consumer Staples
0.5%
Real Estate
0.2%
Healthcare
0.2%
其他/未映射
98.5%
完整投资组合 34 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $30529560 | 24.99% | 111082 | $104212 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $16624902 | 13.61% | 226343 | $1273120 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $13059063 | 10.69% | 27849 | $-477403 | 上涨 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12834509 | 10.51% | 156979 | $876119 | 上涨 ×1 | ||
| FBND | $12254852 | 10.03% | 268452 | $938552 | 上涨 ×1 | ||
| VOE | $7281094 | 5.96% | 45353 | $481656 | 上涨 ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $7037575 | 5.76% | 77310 | $372215 | 上涨 ×1 | ||
| SCHC | $4394993 | 3.60% | 122492 | $502809 | 上涨 ×1 | ||
| SCHD | $3269462 | 2.68% | 116933 | $-286118 | 下跌 ×1 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $3101130 | 2.54% | 107454 | $292043 | 上涨 ×1 | ||
| VOO | $2238869 | 1.83% | 4357 | $-795015 | 下跌 ×1 | ||
| IJR | $2205316 | 1.81% | 21089 | $54043 | 上涨 ×1 | ||
| USMV | $808570 | 0.66% | 8633 | $41513 | 下跌 ×1 | ||
| VTEB | $721029 | 0.59% | 14531 | $-7410 | |||
| AAPL Apple Inc. - Common Stock | $515341 | 0.42% | 2320 | $-401948 | 下跌 ×1 | ||
| MMD NYLI MacKay DefinedTerm Muni Opportunities Fund Common Shares | $467413 | 0.38% | 30996 | $-1112 | 下跌 ×1 | ||
| IEFA | $461389 | 0.38% | 6099 | $33384 | 上涨 ×1 | ||
| RWJ | $401755 | 0.33% | 9871 | $-148967 | 下跌 ×1 | ||
| CAG ConAgra Brands, Inc. Common Stock | $388395 | 0.32% | 14563 | $-15728 | |||
| BRKB | $303040 | 0.25% | 569 | $45124 | |||
| VO | $291207 | 0.24% | 1126 | $-5675 | 上涨 ×1 | ||
| IJH | $281657 | 0.23% | 4827 | $-18739 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $276449 | 0.23% | 736 | $-33869 | |||
| MTUM | $268226 | 0.22% | 1327 | $-5943 | 上涨 ×1 | ||
| SRLN | $257145 | 0.21% | 6252 | $-68099 | 下跌 ×1 | ||
| LW Lamb Weston Holdings, Inc. Common Stock | $248911 | 0.20% | 4670 | $-63185 | |||
| AGG | $246510 | 0.20% | 2492 | $5035 | |||
| IWD | $237646 | 0.19% | 1263 | $3827 | |||
| MOAT | $222640 | 0.18% | 2530 | $-11954 | |||
| O Realty Income Corporation Common Stock | $211738 | 0.17% | 3650 | 上涨 ×1 | |||
| MRNA Moderna, Inc. - Common Stock | $210441 | 0.17% | 7423 | 上涨 ×1 | |||
| RSP | $209609 | 0.17% | 1210 | $-9253 | 下跌 ×1 | ||
| IEMG | $206275 | 0.17% | 3822 | 上涨 ×1 | |||
| HBI | $98898 | 0.08% | 17140 | $-40622 | |||
| 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
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。