LPWM LLC
CIK 1801101 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $450.7M
- 持仓
- 98
- 截至
- 2026年6月30日
按 13F 价值排名第 4051（共 9443） · 前 42.9%
投资组合价值同比（季度）：+13.7% 13F不披露现金
- 前十大持仓权重
- 69.50%
- 前二十五大持仓权重
- 85.57%
- 持仓高于 1%
- 19
- 有效持仓数量
- 12.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 15.77% 估计买入 $84083239 · 卖出 $66794357
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 89.1% 仍持有
- 新仓位
- 7
- 增加
- 44
- 减少
- 26
- 已结清
- 3
本页内容
行业细分
Technology
2.3%
Communication Services
0.6%
Retail
0.4%
Consumer Discretionary
0.4%
Health Care
0.2%
Industrials
0.2%
Financials
0.1%
Materials
0.1%
Financial Services
0.1%
Consumer Staples
0.1%
其他/未映射
95.6%
完整投资组合 98 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VONG Vanguard Russell 1000 Growth ETF | $87221988 | 19.35% | 682435 | $14765889 | 上涨 ×5 | ||
| VTV | $68432577 | 15.18% | 314012 | $60393649 | 上涨 ×5 | ||
| IWS | $35621013 | 7.90% | 216410 | $2583035 | 下跌 ×2 | ||
| JPST | $27629447 | 6.13% | 546360 | $1850636 | 上涨 ×2 | ||
| IEFA | $21889312 | 4.86% | 226644 | $2516364 | 上涨 ×4 | ||
| SPEM | $19907132 | 4.42% | 384456 | $2076453 | 上涨 ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $18044102 | 4.00% | 359230 | $2773581 | 上涨 ×6 | ||
| IVE | $12332830 | 2.74% | 54315 | $-57747917 | 下跌 ×1 | ||
| IWM | $11096322 | 2.46% | 36932 | $1777333 | 下跌 ×2 | ||
| SLYV | $11054127 | 2.45% | 101312 | $1518271 | 上涨 ×1 | ||
| VNQ | $6288218 | 1.40% | 65210 | $465503 | 下跌 ×2 | ||
| IVW | $6077726 | 1.35% | 44192 | $3182789 | 上涨 ×1 | ||
| AGG | $5955033 | 1.32% | 60164 | $37250 | 上涨 ×4 | ||
| JMST | $5728626 | 1.27% | 112326 | $1168312 | 上涨 ×1 | ||
| VONE Vanguard Russell 1000 ETF | $5683722 | 1.26% | 16780 | $910451 | 上涨 ×4 | ||
| IWR | $5460703 | 1.21% | 49499 | $649592 | 上涨 ×4 | ||
| VOE | $4787023 | 1.06% | 24226 | $284358 | 下跌 ×2 | ||
| VEA | $4706526 | 1.04% | 66057 | $491487 | 上涨 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $4552620 | 1.01% | 22753 | $542048 | 下跌 ×6 | ||
| VSS | $4126014 | 0.92% | 26742 | $372927 | 上涨 ×4 | ||
| BRKB | $4005622 | 0.89% | 8005 | $-72370 | 下跌 ×4 | ||
| VGT | $3904957 | 0.87% | 32672 | $1049887 | 上涨 ×4 | ||
| VTEB | $3811203 | 0.85% | 75350 | $544256 | 上涨 ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $3725131 | 0.83% | 83058 | $146304 | 上涨 ×1 | ||
| IJH | $3647843 | 0.81% | 47307 | $611086 | 上涨 ×6 | ||
| BIL | $2834629 | 0.63% | 30932 | $-72867 | 下跌 ×3 | ||
| IEMG | $2733947 | 0.61% | 33003 | $591997 | 上涨 ×5 | ||
| VTI | $2732574 | 0.61% | 7385 | $395841 | 上涨 ×4 | ||
| VONV Vanguard Russell 1000 Value ETF | $2223613 | 0.49% | 20916 | $469750 | 上涨 ×1 | ||
| XLK XLK | $2093343 | 0.46% | 10988 | $636170 | 上涨 ×1 | ||
| MUB | $2018736 | 0.45% | 18758 | $9635 | 下跌 ×6 | ||
| IUSB iShares Core Universal USD Bond ETF | $1930085 | 0.43% | 41822 | $123825 | 上涨 ×3 | ||
| LQD | $1911169 | 0.42% | 17522 | $245214 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1861284 | 0.41% | 7809 | $213167 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1794431 | 0.40% | 4750 | $324161 | |||
| VOO | $1778151 | 0.39% | 2589 | $259179 | 上涨 ×1 | ||
| VWO | $1725819 | 0.38% | 28913 | $332548 | 上涨 ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $1663874 | 0.37% | 16528 | $1130779 | 上涨 ×1 | ||
| QUAL | $1527556 | 0.34% | 6961 | $160920 | 下跌 ×1 | ||
| VUG | $1363011 | 0.30% | 15823 | $233381 | 上涨 ×3 | ||
| VTWO Vanguard Russell 2000 ETF | $1253821 | 0.28% | 10326 | $341015 | 上涨 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1222743 | 0.27% | 3422 | $105886 | 下跌 ×3 | ||
| VXUS Vanguard Total International Stock ETF | $1157962 | 0.26% | 13545 | $204497 | 上涨 ×2 | ||
| XLE XLE | $1093555 | 0.24% | 20590 | $-167789 | |||
| VOX | $1087454 | 0.24% | 5912 | $24297 | |||
| TSLA Tesla, Inc. - Common Stock | $1076169 | 0.24% | 2559 | $251013 | 上涨 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1070601 | 0.24% | 2576 | $373696 | |||
| AAPL Apple Inc. - Common Stock | $1029152 | 0.23% | 3557 | $93689 | 下跌 ×2 | ||
| XLV XLV | $1018818 | 0.23% | 6421 | $60110 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1016361 | 0.23% | 2877 | $183171 | 下跌 ×1 | ||
| VBR | $978457 | 0.22% | 4027 | $103648 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $977688 | 0.22% | 2266 | $605769 | |||
| VB | $903904 | 0.20% | 2982 | $243080 | 上涨 ×4 | ||
| IYF | $865283 | 0.19% | 6786 | $66842 | |||
| VV | $851521 | 0.19% | 2476 | $96626 | 下跌 ×2 | ||
| IJR | $844181 | 0.19% | 5692 | $136608 | |||
| VHT | $835733 | 0.19% | 2795 | $47338 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $835239 | 0.19% | 2239 | $166666 | 上涨 ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $825608 | 0.18% | 8070 | $260287 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $824656 | 0.18% | 1120 | $152329 | 下跌 ×1 | ||
| VXF | $816186 | 0.18% | 3315 | $129843 | 下跌 ×2 | ||
| ICVT | $753449 | 0.17% | 6189 | $69624 | 下跌 ×2 | ||
| SPY SPY | $681054 | 0.15% | 912 | $89245 | 上涨 ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $670800 | 0.15% | 879 | $327630 | |||
| IWB | $668714 | 0.15% | 1633 | $27619 | 下跌 ×1 | ||
| IWF | $656983 | 0.15% | 5291 | $123557 | 上涨 ×3 | ||
| LTH Life Time Group Holdings, Inc. Common Stock | $648825 | 0.14% | 15887 | 上涨 ×1 | |||
| PUSH | $605383 | 0.13% | 12008 | 上涨 ×1 | |||
| VCR | $582620 | 0.13% | 1469 | $55205 | |||
| ITOT | $576482 | 0.13% | 3509 | $65337 | 下跌 ×1 | ||
| PHO Invesco Water Resources ETF | $510294 | 0.11% | 7387 | $16399 | |||
| AMAT Applied Materials, Inc. - Common Stock | $507546 | 0.11% | 702 | 上涨 ×1 | |||
| ITA ITA | $476720 | 0.11% | 1967 | $46550 | 上涨 ×1 | ||
| MMM 3M Company Common Stock | $435297 | 0.10% | 2689 | $-7438 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $390360 | 0.09% | 693 | $-6126 | |||
| ICLN iShares Global Clean Energy ETF | $375151 | 0.08% | 18309 | $40279 | |||
| JPM JP Morgan Chase & Co. Common Stock | $365628 | 0.08% | 1117 | $33816 | 下跌 ×1 | ||
| ECL Ecolab Inc. Common Stock | $330989 | 0.07% | 1188 | $14957 | |||
| BLDX | $330656 | 0.07% | 12689 | $7292 | 上涨 ×1 | ||
| VEU | $321119 | 0.07% | 3834 | $35598 | 上涨 ×4 | ||
| V Visa Inc. | $315533 | 0.07% | 920 | $44521 | 上涨 ×1 | ||
| TIP | $310781 | 0.07% | 2840 | $-4959 | 下跌 ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $287040 | 0.06% | 3489 | $27032 | 上涨 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $285079 | 0.06% | 2987 | $84767 | 上涨 ×1 | ||
| EELV | $275720 | 0.06% | 9918 | $-47958 | 下跌 ×2 | ||
| PM Philip Morris International Inc Common Stock | $271365 | 0.06% | 1500 | $23355 | |||
| UBER Uber Technologies, Inc. Common Stock | $267786 | 0.06% | 3711 | 上涨 ×1 | |||
| SUB | $266281 | 0.06% | 2501 | $-76 | |||
| IVV | $252517 | 0.06% | 337 | $32299 | |||
| KWEB | $236967 | 0.05% | 9684 | $-38349 | |||
| VT | $236371 | 0.05% | 1506 | $34684 | 上涨 ×2 | ||
| XLC XLC | $224116 | 0.05% | 2092 | $-7138 | 上涨 ×1 | ||
| IEZ | $212591 | 0.05% | 7903 | $-16201 | |||
| XLP XLP | $211662 | 0.05% | 2548 | $2777 | |||
| VYM | $208600 | 0.05% | 1320 | 上涨 ×1 | |||
| STIP | $204729 | 0.05% | 2004 | 上涨 ×1 | |||
| SMH SMH | $200702 | 0.04% | 306 | 上涨 ×1 | |||
| ENVX Enovix Corporation - Common Stock | $96574 | 0.02% | 15910 | $14160 | |||
| 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 |
|---|---|---|---|
| VONG | $87221988 | 19.35% | 上涨 ×5 |
| VTV | $68432577 | 15.18% | 上涨 ×5 |
| IEFA | $21889312 | 4.86% | 上涨 ×4 |
| VTIP | $18044102 | 4.00% | 上涨 ×6 |
| AGG | $5955033 | 1.32% | 上涨 ×4 |
| VONE | $5683722 | 1.26% | 上涨 ×4 |
| IWR | $5460703 | 1.21% | 上涨 ×4 |
| VEA | $4706526 | 1.04% | 上涨 ×5 |
| VSS | $4126014 | 0.92% | 上涨 ×4 |
| VGT | $3904957 | 0.87% | 上涨 ×4 |
| IJH | $3647843 | 0.81% | 上涨 ×6 |
| IEMG | $2733947 | 0.61% | 上涨 ×5 |
| VTI | $2732574 | 0.61% | 上涨 ×4 |
| IUSB | $1930085 | 0.43% | 上涨 ×3 |
| VUG | $1363011 | 0.30% | 上涨 ×3 |
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 |
|---|---|---|---|
| VONG | 增持 | +22K | +$14.8M |
| IVW | 增持 | +19K | +$3.2M |
| VTIP | 增持 | +54K | +$2.8M |
| IWS | 削减 | -10K | +$2.6M |
| IEFA | 增持 | +13K | +$2.5M |
| SPEM | 增持 | +4K | +$2.1M |
| JPST | 增持 | +37K | +$1.9M |
| IWM | 削减 | -645 | +$1.8M |
| SLYV | 增持 | +489 | +$1.5M |
| JMST | 增持 | +23K | +$1.2M |
2 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 |
|---|---|---|---|---|
| COR | 2026年3月31日 | 2063 | $696899 | 0.5% |
| AXP | 2025年9月30日 | 1121 | $357577 | 0.7% |
| DFLV | 2026年6月30日 | 8508 | $303821 | 不再跟踪 |
| MA | 2025年3月31日 | 532 | $280135 | 5.2% |
| BND | 2025年3月31日 | 3846 | $276562 | |
| COR | 2025年6月30日 | 968 | $269291 | 5.3% |
| XLP | 2025年12月31日 | 3245 | $254311 | 不再跟踪 |
| XOM | 2026年6月30日 | 1434 | $243253 | 22.5% |
| VO | 2026年3月31日 | 816 | $236820 | 不再跟踪 |
| SCHG | 2026年6月30日 | 7761 | $226078 | 不再跟踪 |
| ITOT | 2025年3月31日 | 1723 | $221632 | 不再跟踪 |
| IGV | 2026年3月31日 | 2095 | $221421 | 不再跟踪 |
| XOM | 2025年9月30日 | 2006 | $216216 | 48.5% |
| XLRE | 2026年3月31日 | 5144 | $207560 | 不再跟踪 |
| VT | 2025年6月30日 | 1781 | $206554 | 不再跟踪 |
| IYE | 2025年6月30日 | 4177 | $205926 | 不再跟踪 |
| FCX | 2025年6月30日 | 5316 | $201264 | 57.8% |