LCW Services, LLC 13F 持仓 · 2026年Q2
LCW Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 2.30 亿美元。前几大持仓：IVV（20.41%）、SCHF（16.08%）、IJH（10.37%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $46.9M | 20.41% | 62,586 | 增持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $36.9M | 16.08% | 1.3M | 增持 |
| 3 | IJH | ISHARES TR | $23.8M | 10.37% | 308,888 | 增持 |
| 4 | BND | VANGUARD BD INDEX FDS | $14.7M | 6.41% | 200,427 | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $14.4M | 6.25% | 240,516 | 增持 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $9.4M | 4.09% | 44,089 | 增持 |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | $9.4M | 4.08% | 217,064 | 增持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $7.7M | 3.37% | 10,358 | 减持 |
| 9 | VLUE | ISHARES TR | $7.1M | 3.11% | 35,761 | 减持 |
| 10 | XLRE | SELECT SECTOR SPDR TR | $6.9M | 3.03% | 157,792 | 增持 |
| 11 | EZU | ISHARES INC | $6.4M | 2.80% | 92,506 | 增持 |
| 12 | TLT | ISHARES TR | $5.8M | 2.50% | 66,556 | 增持 |
| 13 | CGMS | CAPITAL GRP FIXED INCM ETF T | $5.5M | 2.38% | 199,783 | 增持 |
| 14 | PDBC | INVESCO ACTVELY MNGD ETC FD | $5.2M | 2.27% | 328,560 | 减持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $4.5M | 1.94% | 62,539 | 减持 |
| 16 | IWB | ISHARES TR | $3.5M | 1.50% | 8,433 | 减持 |
| 17 | IJR | ISHARES TR | $3.0M | 1.32% | 20,455 | 减持 |
| 18 | VO | VANGUARD INDEX FDS | $2.6M | 1.15% | 32,636 | 增持 |
| 19 | IEFA | ISHARES TR | $2.2M | 0.96% | 22,853 | 减持 |
| 20 | IWM | ISHARES TR | $1.6M | 0.71% | 5,464 | 增持 |
| 21 | IUSB | ISHARES TR | $1.5M | 0.65% | 32,589 | 减持 |
| 22 | ITM | VANECK ETF TRUST | $1.3M | 0.59% | 28,693 | 减持 |
| 23 | VTEB | VANGUARD MUN BD FDS | $1.2M | 0.53% | 23,938 | 减持 |
| 24 | SCHH | SCHWAB STRATEGIC TR | $890,889 | 0.39% | 37,622 | 减持 |
| 25 | IEMG | ISHARES INC | $882,329 | 0.38% | 10,651 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR