Luminvest Wealth Management LLC
CIK 2036517 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $430.3M
- 持仓
- 58
- 截至
- 2026年6月30日
按 13F 价值排名第 4187（共 9443） · 前 44.3%
投资组合价值同比（季度）：+12.5% 13F不披露现金
- 前十大持仓权重
- 86.48%
- 前二十五大持仓权重
- 96.56%
- 持仓高于 1%
- 13
- 有效持仓数量
- 7.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.98% 估计买入 $24675283 · 卖出 $3984258
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 95.1% 仍持有
- 新仓位
- 3
- 增加
- 32
- 减少
- 12
- 已结清
- 1
本页内容
行业细分
Technology
0.9%
Communication Services
0.2%
Healthcare
0.2%
Retail
0.1%
Financials
0.1%
Industrials
0.1%
Energy
0.0%
其他/未映射
98.4%
完整投资组合 58 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $109363998 | 25.41% | 296405 | $14649908 | 上涨 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $84706715 | 19.68% | 995284 | $12328236 | 上涨 ×5 | ||
| VEU | $38395390 | 8.92% | 462478 | $2449889 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $27794523 | 6.46% | 378971 | $2177689 | 上涨 ×6 | ||
| VTEB | $27722551 | 6.44% | 551562 | $630830 | 上涨 ×5 | ||
| BNDX Vanguard Total International Bond ETF | $25284170 | 5.88% | 522481 | $1725198 | 上涨 ×5 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $21124754 | 4.91% | 255861 | $1399794 | 上涨 ×3 | ||
| VOO | $15885366 | 3.69% | 23198 | $1472094 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $11688753 | 2.72% | 147957 | $1398688 | 上涨 ×5 | ||
| VXF | $10202089 | 2.37% | 41698 | $2322098 | 上涨 ×5 | ||
| VTV | $6910270 | 1.61% | 31709 | $1874802 | 上涨 ×6 | ||
| SPY SPY | $6064768 | 1.41% | 8138 | $638359 | |||
| VEA | $5153070 | 1.20% | 72323 | $345895 | 下跌 ×1 | ||
| ITOT | $3998896 | 0.93% | 24361 | $853765 | 上涨 ×2 | ||
| VTEC | $3558163 | 0.83% | 35370 | $-964534 | 下跌 ×1 | ||
| SCHB | $3419504 | 0.79% | 118077 | $1561587 | 上涨 ×1 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $2593806 | 0.60% | 34273 | $-15186 | 下跌 ×1 | ||
| VYM | $1983050 | 0.46% | 12549 | $124608 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $1926040 | 0.45% | 20181 | $149865 | 下跌 ×1 | ||
| IWR | $1660978 | 0.39% | 15056 | $197083 | |||
| VUG | $1515200 | 0.35% | 17590 | $268178 | 上涨 ×2 | ||
| VB | $1417423 | 0.33% | 4676 | $191638 | 上涨 ×5 | ||
| VIG | $1320798 | 0.31% | 5582 | $73537 | 下跌 ×6 | ||
| SCHA | $931432 | 0.22% | 25780 | $181749 | |||
| IJH | $905834 | 0.21% | 11914 | $38602 | |||
| MU Micron Technology, Inc. - Common Stock | $892266 | 0.21% | 773 | $651386 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $840650 | 0.20% | 2254 | $262210 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $776093 | 0.18% | 2553 | $314184 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $771586 | 0.18% | 2159 | $335051 | 上涨 ×1 | ||
| BRKB | $771101 | 0.18% | 1541 | $92554 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $695981 | 0.16% | 3478 | $405593 | 上涨 ×1 | ||
| VO | $695584 | 0.16% | 8633 | $17406 | 上涨 ×3 | ||
| VWO | $602058 | 0.14% | 10086 | $64995 | 上涨 ×2 | ||
| BLV | $601340 | 0.14% | 8724 | $8610 | 上涨 ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $572749 | 0.13% | 5832 | $23097 | |||
| IVV | $547635 | 0.13% | 731 | $70607 | 上涨 ×2 | ||
| DFAU | $534578 | 0.12% | 10342 | $49628 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $505609 | 0.12% | 1950 | $120541 | 上涨 ×1 | ||
| VTEI | $482803 | 0.11% | 4782 | $4925 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $476831 | 0.11% | 4737 | $-1905526 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $416778 | 0.10% | 1646 | $87989 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $407592 | 0.09% | 1079 | $181650 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $373240 | 0.09% | 1566 | $146643 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $349102 | 0.08% | 1065 | $97049 | 上涨 ×2 | ||
| VGK | $310868 | 0.07% | 3511 | $18515 | 上涨 ×1 | ||
| VPL | $286970 | 0.07% | 2481 | $26353 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $276186 | 0.06% | 382 | 上涨 ×1 | |||
| IWM | $271008 | 0.06% | 924 | $15446 | |||
| FNDX | $256855 | 0.06% | 8259 | $26842 | |||
| NSC Norfolk Southern Corporation Common Stock | $251672 | 0.06% | 800 | $22072 | |||
| SPTM | $243317 | 0.06% | 2680 | $-2639 | 下跌 ×1 | ||
| DYNF | $241436 | 0.06% | 3550 | 上涨 ×1 | |||
| CGXU | $240297 | 0.06% | 6941 | $35607 | |||
| VNQ | $239899 | 0.06% | 2488 | $20631 | 上涨 ×1 | ||
| SCHD | $230295 | 0.05% | 7263 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $227926 | 0.05% | 648 | $27520 | 上涨 ×1 | ||
| BNDW Vanguard Total World Bond ETF | $210967 | 0.05% | 3078 | $-160183 | 下跌 ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $206584 | 0.05% | 1511 | $-10920 | 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 |
|---|---|---|---|
| VTI | $109363998 | 25.41% | 上涨 ×6 |
| VXUS | $84706715 | 19.68% | 上涨 ×5 |
| BND | $27794523 | 6.46% | 上涨 ×6 |
| VTEB | $27722551 | 6.44% | 上涨 ×5 |
| BNDX | $25284170 | 5.88% | 上涨 ×5 |
| VCIT | $21124754 | 4.91% | 上涨 ×3 |
| VCSH | $11688753 | 2.72% | 上涨 ×5 |
| VXF | $10202089 | 2.37% | 上涨 ×5 |
| VTV | $6910270 | 1.61% | 上涨 ×6 |
| VB | $1417423 | 0.33% | 上涨 ×5 |
| VO | $695584 | 0.16% | 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 |
|---|---|---|---|
| AMAT | $276186 | 382 | 0.06% |
| DYNF | $241436 | 3550 | 0.06% |
| SCHD | $230295 | 7263 | 0.05% |
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。