Lutz Financial Services LLC
CIK 1737112 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.6B
- 持仓
- 112
- 截至
- 2026年6月30日
按 13F 价值排名第 1746（共 9443） · 前 18.5%
投资组合价值同比（季度）：+10.4% 13F不披露现金
- 前十大持仓权重
- 59.14%
- 前二十五大持仓权重
- 82.32%
- 持仓高于 1%
- 27
- 有效持仓数量
- 21.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.23% 估计买入 $38404627 · 卖出 $3670913
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 95.7% 仍持有
- 新仓位
- 12
- 增加
- 41
- 减少
- 41
- 已结清
- 2
本页内容
行业细分
Technology
0.5%
Retail
0.1%
Communication Services
0.1%
Financials
0.0%
Healthcare
0.0%
Consumer Discretionary
0.0%
Industrials
0.0%
Financial Services
0.0%
其他/未映射
99.3%
完整投资组合 112 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $176029355 | 10.72% | 256299 | $25424106 | 上涨 ×1 | ||
| SPYV | $151782689 | 9.24% | 2496836 | $14028720 | 上涨 ×3 | ||
| IJH | $124562876 | 7.59% | 1615391 | $16617912 | 上涨 ×3 | ||
| BND Vanguard Total Bond Market ETF | $108533940 | 6.61% | 1478462 | $3144785 | 上涨 ×3 | ||
| VTEB | $84160890 | 5.13% | 1663916 | $5850368 | 上涨 ×3 | ||
| MDYV | $78686283 | 4.79% | 829586 | $10067390 | 上涨 ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $71271138 | 4.34% | 901823 | $2984361 | 上涨 ×3 | ||
| SCHP | $64792874 | 3.95% | 2445014 | $2474773 | 上涨 ×3 | ||
| MBB iShares MBS ETF | $62197395 | 3.79% | 658034 | $2203173 | 上涨 ×3 | ||
| SPY SPY | $49187746 | 3.00% | 65867 | $6134046 | 下跌 ×3 | ||
| DFAC | $41180355 | 2.51% | 928322 | $5444284 | 上涨 ×3 | ||
| MUB | $38459262 | 2.34% | 357361 | $970950 | 上涨 ×3 | ||
| DFIC | $31048552 | 1.89% | 833294 | $2957556 | 上涨 ×1 | ||
| IJR | $28892088 | 1.76% | 194808 | $5043327 | 上涨 ×3 | ||
| SCHX | $26550397 | 1.62% | 902154 | $3710282 | 上涨 ×2 | ||
| DUHP | $25416704 | 1.55% | 609075 | $4163493 | 上涨 ×3 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $25084228 | 1.53% | 478615 | $109310 | 上涨 ×1 | ||
| SCHM | $24790056 | 1.51% | 672364 | $3787757 | 下跌 ×1 | ||
| IVE | $23685037 | 1.44% | 104312 | $1412799 | 下跌 ×3 | ||
| BSV | $21419873 | 1.30% | 274930 | $719116 | 上涨 ×1 | ||
| AGG | $20682708 | 1.26% | 208958 | $-79406 | 下跌 ×2 | ||
| DFAS | $19623747 | 1.20% | 238326 | $2636387 | 下跌 ×1 | ||
| VTV | $18490466 | 1.13% | 84845 | $1848421 | 上涨 ×2 | ||
| QUAL | $17695937 | 1.08% | 80645 | $2177287 | 下跌 ×1 | ||
| IVV | $17599682 | 1.07% | 23501 | $2070266 | 下跌 ×2 | ||
| VOE | $17566015 | 1.07% | 88896 | $1033970 | 下跌 ×1 | ||
| IJJ | $17482116 | 1.06% | 118338 | $1737102 | 下跌 ×3 | ||
| VOOV | $15724708 | 0.96% | 71734 | $991805 | 下跌 ×3 | ||
| AVUV | $15340730 | 0.93% | 122961 | $2256021 | 上涨 ×3 | ||
| SLYV | $14868574 | 0.91% | 136271 | $1773946 | 下跌 ×3 | ||
| TIP | $14178305 | 0.86% | 129565 | $-227296 | 下跌 ×3 | ||
| SCHA | $14107797 | 0.86% | 390473 | $2583969 | 下跌 ×3 | ||
| IVOV | $13007905 | 0.79% | 114034 | $1301441 | 下跌 ×3 | ||
| AVDE | $12921639 | 0.79% | 144861 | $392044 | 下跌 ×3 | ||
| MDY | $12784160 | 0.78% | 18176 | $1565074 | 下跌 ×3 | ||
| IUSV iShares Core S&P U.S. Value ETF | $12143506 | 0.74% | 110245 | $735354 | 下跌 ×3 | ||
| DFAT | $10376777 | 0.63% | 148452 | $1039627 | 下跌 ×2 | ||
| DFEM | $10337462 | 0.63% | 254366 | $1849331 | 上涨 ×3 | ||
| STIP | $9349785 | 0.57% | 91521 | $102936 | 上涨 ×3 | ||
| DFUV | $8156799 | 0.50% | 148278 | $860781 | 下跌 ×2 | ||
| IEMG | $7315551 | 0.45% | 88309 | $1112028 | 下跌 ×2 | ||
| SUB | $5880445 | 0.36% | 55231 | $-226372 | 下跌 ×3 | ||
| VBR | $5827822 | 0.35% | 23984 | $606698 | 下跌 ×2 | ||
| IJS | $5827602 | 0.35% | 42637 | $813496 | 上涨 ×1 | ||
| IWV | $5054546 | 0.31% | 11854 | $660505 | |||
| VWO | $4649510 | 0.28% | 77894 | $442785 | 上涨 ×1 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $4643064 | 0.28% | 96229 | $43953 | 上涨 ×3 | ||
| STPZ | $4084983 | 0.25% | 76584 | $-58717 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3646727 | 0.22% | 72601 | $-130494 | 下跌 ×3 | ||
| IWB | $2817360 | 0.17% | 6880 | $265817 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2225201 | 0.14% | 11121 | $431497 | 上涨 ×2 | ||
| VEA | $2181704 | 0.13% | 30620 | $219548 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1861038 | 0.11% | 39757 | $-97713 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $1794032 | 0.11% | 6200 | $258095 | 上涨 ×2 | ||
| FNDF | $1661226 | 0.10% | 31486 | $110416 | 下跌 ×3 | ||
| VNQ | $1568947 | 0.10% | 16270 | $125858 | 上涨 ×1 | ||
| DFIV | $1567397 | 0.10% | 29015 | $33234 | 下跌 ×2 | ||
| VTI | $1308658 | 0.08% | 3537 | $200757 | 上涨 ×1 | ||
| IWM | $1261934 | 0.08% | 4200 | $220298 | |||
| VV | $1247651 | 0.08% | 3628 | $149723 | 下跌 ×1 | ||
| VO | $1221365 | 0.07% | 15159 | $99051 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1150394 | 0.07% | 3084 | $2867 | 下跌 ×1 | ||
| IWD | $972144 | 0.06% | 4010 | $115327 | |||
| VIG | $958555 | 0.06% | 4051 | $87340 | |||
| AMZN Amazon.com, Inc. - Common Stock | $873278 | 0.05% | 3664 | $154122 | 上涨 ×1 | ||
| DFSD | $871581 | 0.05% | 18253 | $-75868 | 下跌 ×2 | ||
| EFA | $828867 | 0.05% | 7979 | $41232 | 下跌 ×2 | ||
| VB | $770300 | 0.05% | 2541 | $104699 | |||
| BRKA | $748850 | 0.05% | 1 | $30710 | |||
| DLN | $718165 | 0.04% | 7456 | $52117 | |||
| BRKB | $718059 | 0.04% | 1435 | $71139 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $714025 | 0.04% | 1998 | $96346 | 下跌 ×3 | ||
| SCHG | $654780 | 0.04% | 19349 | $91572 | 上涨 ×1 | ||
| SPMD | $625876 | 0.04% | 9264 | $77262 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $598541 | 0.04% | 1694 | $93954 | 下跌 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $588688 | 0.04% | 510 | 上涨 ×1 | |||
| DBEF | $571921 | 0.03% | 10469 | $54752 | |||
| AVUS | $538448 | 0.03% | 4204 | $67712 | 下跌 ×1 | ||
| AVDV | $532769 | 0.03% | 5170 | $21486 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $531494 | 0.03% | 1407 | $106846 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $517100 | 0.03% | 918 | $64545 | 上涨 ×1 | ||
| VT | $486196 | 0.03% | 3098 | $45954 | 下跌 ×1 | ||
| DFSV | $479097 | 0.03% | 12351 | $47614 | 上涨 ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $461863 | 0.03% | 1411 | $45038 | 下跌 ×1 | ||
| IWN | $449257 | 0.03% | 2031 | $-11636 | 下跌 ×3 | ||
| DFCF | $446329 | 0.03% | 10574 | $-24551 | 下跌 ×2 | ||
| IWR | $435697 | 0.03% | 3949 | $40419 | 下跌 ×1 | ||
| SCHF | $413783 | 0.03% | 14938 | $44067 | |||
| LLY Eli Lilly and Company Common Stock | $407806 | 0.02% | 340 | $93245 | 下跌 ×1 | ||
| QEMM | $400795 | 0.02% | 5015 | $53005 | |||
| AVLV | $399135 | 0.02% | 4376 | $34536 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $396920 | 0.02% | 539 | $85820 | |||
| ILCB | $342683 | 0.02% | 3306 | $45592 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $304627 | 0.02% | 3686 | $6168 | 上涨 ×1 | ||
| ONEY | $293990 | 0.02% | 2295 | $18476 | |||
| VUG | $290184 | 0.02% | 3369 | $44901 | 上涨 ×2 | ||
| SCHV | $288045 | 0.02% | 8275 | $35665 | |||
| SPEM | $278110 | 0.02% | 5371 | $51629 | 上涨 ×1 | ||
| AVEM | $267032 | 0.02% | 2767 | $44150 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $257343 | 0.02% | 443 | 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 |
|---|---|---|---|
| SPYV | $151782689 | 9.24% | 上涨 ×3 |
| IJH | $124562876 | 7.59% | 上涨 ×3 |
| BND | $108533940 | 6.61% | 上涨 ×3 |
| VTEB | $84160890 | 5.13% | 上涨 ×3 |
| MDYV | $78686283 | 4.79% | 上涨 ×3 |
| VCSH | $71271138 | 4.34% | 上涨 ×3 |
| SCHP | $64792874 | 3.95% | 上涨 ×3 |
| MBB | $62197395 | 3.79% | 上涨 ×3 |
| DFAC | $41180355 | 2.51% | 上涨 ×3 |
| MUB | $38459262 | 2.34% | 上涨 ×3 |
| IJR | $28892088 | 1.76% | 上涨 ×3 |
| DUHP | $25416704 | 1.55% | 上涨 ×3 |
| AVUV | $15340730 | 0.93% | 上涨 ×3 |
| DFEM | $10337462 | 0.63% | 上涨 ×3 |
| STIP | $9349785 | 0.57% | 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 |
|---|---|---|---|
| VOO | 增持 | +4K | +$25.4M |
| IJH | 增持 | +17K | +$16.6M |
| SPYV | 增持 | +62K | +$14.0M |
| MDYV | 增持 | +24K | +$10.1M |
| SPY | 削减 | -335 | +$6.1M |
| VTEB | 增持 | +94K | +$5.9M |
| DFAC | 增持 | +9K | +$5.4M |
| IJR | 增持 | +3K | +$5.0M |
| DUHP | 增持 | +31K | +$4.2M |
| SCHM | 削减 | -6K | +$3.8M |
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。