LPF Advisors LLC
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）
新仓位3
增加14
减少8
已结清0
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
行业细分
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 | $16624902 | 13.61% | 226343 | $1273120 | 上涨 ×1 | ||
| QQQ | $13059063 | 10.69% | 27849 | $-477403 | 上涨 ×1 | ||
| VCIT | $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 | $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 | $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 | $515341 | 0.42% | 2320 | $-401948 | 下跌 ×1 | ||
| MMD | $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 | $388395 | 0.32% | 14563 | $-15728 | |||
| BRK-B | $303040 | 0.25% | 569 | $45124 | |||
| VO | $291207 | 0.24% | 1126 | $-5675 | 上涨 ×1 | ||
| IJH | $281657 | 0.23% | 4827 | $-18739 | 上涨 ×1 | ||
| MSFT | $276449 | 0.23% | 736 | $-33869 | |||
| MTUM | $268226 | 0.22% | 1327 | $-5943 | 上涨 ×1 | ||
| SRLN | $257145 | 0.21% | 6252 | $-68099 | 下跌 ×1 | ||
| LW | $248911 | 0.20% | 4670 | $-63185 | |||
| AGG | $246510 | 0.20% | 2492 | $5035 | |||
| IWD | $237646 | 0.19% | 1263 | $3827 | |||
| MOAT | $222640 | 0.18% | 2530 | $-11954 | |||
| O | $211738 | 0.17% | 3650 | 上涨 ×1 | |||
| MRNA | $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。