Lynch Investment Planning, LLC
CIK 2110354 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $130.2M
- 持仓
- 56
- 截至
- 2026年6月30日
按 13F 价值排名第 7819（共 9443） · 前 82.8%
投资组合价值同比（季度）：+17.0% 13F不披露现金
- 前十大持仓权重
- 70.49%
- 前二十五大持仓权重
- 91.24%
- 持仓高于 1%
- 18
- 有效持仓数量
- 15.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.35% 估计买入 $9952785 · 卖出 $1633456
- 新仓位
- 4
- 增加
- 32
- 减少
- 15
- 已结清
- 2
本页内容
行业细分
Technology
4.2%
Industrials
2.3%
Retail
2.1%
Communication Services
1.9%
Financials
1.0%
Healthcare
0.8%
Communications
0.4%
Materials
0.3%
Energy
0.2%
Real Estate
0.2%
其他/未映射
86.7%
完整投资组合 56 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $19452982 | 14.95% | 210964 | $1712668 | 上涨 ×2 | ||
| SPY SPY | $13490815 | 10.37% | 18066 | $2358592 | 上涨 ×2 | ||
| BSV | $10344933 | 7.95% | 132781 | $1751752 | 上涨 ×2 | ||
| DUHP | $9709075 | 7.46% | 232664 | $1235960 | 上涨 ×2 | ||
| IEFA | $8255417 | 6.34% | 85477 | $1199760 | 上涨 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $7140112 | 5.49% | 23567 | $1571721 | 上涨 ×2 | ||
| IJR | $6543530 | 5.03% | 44121 | $1710346 | 上涨 ×2 | ||
| AGG | $6162743 | 4.73% | 62263 | $443040 | 上涨 ×2 | ||
| DIA | $5737806 | 4.41% | 10954 | $1006516 | 上涨 ×2 | ||
| DGRO | $4905475 | 3.77% | 64725 | $449978 | 上涨 ×2 | ||
| XMMO | $3751348 | 2.88% | 22049 | $450415 | 下跌 ×1 | ||
| VTV | $3318425 | 2.55% | 15227 | $1262701 | 上涨 ×2 | ||
| OEF | $2617909 | 2.01% | 7155 | $180034 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2511328 | 1.93% | 7027 | $477986 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $2236275 | 1.72% | 7728 | $21897 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1773122 | 1.36% | 2408 | $375293 | 下跌 ×2 | ||
| IJH | $1623966 | 1.25% | 21060 | $131702 | 下跌 ×2 | ||
| VCRM | $1344105 | 1.03% | 17593 | $413823 | 上涨 ×2 | ||
| NEAR | $1278760 | 0.98% | 25242 | $323519 | 上涨 ×2 | ||
| VOO | $1202760 | 0.92% | 1751 | $156885 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1172441 | 0.90% | 4919 | $146670 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1149992 | 0.88% | 3083 | $-9309 | 下跌 ×2 | ||
| EFA | $1122128 | 0.86% | 10802 | $83644 | 上涨 ×1 | ||
| BRKB | $1068268 | 0.82% | 2135 | $45238 | |||
| JPM JP Morgan Chase & Co. Common Stock | $836004 | 0.64% | 2554 | $109544 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $682943 | 0.52% | 3413 | $85408 | 下跌 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $574149 | 0.44% | 4888 | $195065 | 上涨 ×1 | ||
| DE Deere & Company Common Stock | $562763 | 0.43% | 887 | $62930 | 上涨 ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $530377 | 0.41% | 2350 | $48942 | |||
| WMT Walmart Inc. - Common Stock | $519642 | 0.40% | 4588 | $-51474 | 上涨 ×1 | ||
| DFAU | $515815 | 0.40% | 9979 | $-37898 | 下跌 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $498421 | 0.38% | 858 | 上涨 ×1 | |||
| EMR Emerson Electric Company Common Stock | $460577 | 0.35% | 3217 | $39256 | 上涨 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $448416 | 0.34% | 1271 | $-43534 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $427696 | 0.33% | 1700 | $48899 | 下跌 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $414129 | 0.32% | 1413 | $6237 | 上涨 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $402989 | 0.31% | 4876 | $46691 | 上涨 ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $388763 | 0.30% | 3523 | $-141 | |||
| RTX RTX Corporation Common Stock | $371681 | 0.29% | 1959 | $-6210 | |||
| JNJ Johnson & Johnson Common Stock | $340066 | 0.26% | 1339 | $43331 | 上涨 ×1 | ||
| IVV | $338510 | 0.26% | 452 | $43901 | 上涨 ×1 | ||
| GD General Dynamics Corporation Common Stock | $313857 | 0.24% | 886 | $-4651 | 下跌 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $312022 | 0.24% | 826 | $56367 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $299175 | 0.23% | 1619 | $91968 | 上涨 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $286887 | 0.22% | 1301 | $-18957 | 上涨 ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $286880 | 0.22% | 742 | $70674 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $279307 | 0.21% | 993 | $39931 | 上涨 ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $267842 | 0.21% | 8378 | $-2846 | 上涨 ×2 | ||
| XBIL US Treasury 6 Month Bill ETF | $253670 | 0.19% | 5073 | $-573 | 上涨 ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $248522 | 0.19% | 913 | $-52653 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $244681 | 0.19% | 262 | $6974 | 上涨 ×1 | ||
| VONV Vanguard Russell 1000 Value ETF | $240890 | 0.19% | 2266 | $29220 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $235343 | 0.18% | 221 | 上涨 ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $226813 | 0.17% | 315 | 上涨 ×1 | |||
| TBUX | $219936 | 0.17% | 4419 | 上涨 ×1 | |||
| O Realty Income Corporation Common Stock | $214075 | 0.16% | 3440 | $-7024 | 下跌 ×2 | ||
| 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。