Lgl Partners, LLC 13F 持仓 · 2026年Q2
Lgl Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 2.73 亿美元。前几大持仓：SPY（26.94%）、IJH（10.94%）、IVV（10.81%）。本季前 25 大持仓中：增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $73.6M | 26.94% | 98,619 | 增持 |
| 2 | IJH | ISHARES TR | $29.9M | 10.94% | 387,908 | 减持 |
| 3 | IVV | ISHARES TR | $29.6M | 10.81% | 39,462 | 增持 |
| 4 | IJR | ISHARES TR | $20.1M | 7.35% | 135,548 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $15.3M | 5.61% | 20,840 | 减持 |
| 6 | EEM | ISHARES TR | $13.6M | 4.97% | 198,768 | 增持 |
| 7 | EFA | ISHARES TR | $13.3M | 4.88% | 128,370 | 减持 |
| 8 | QLTY | GMO ETF TRUST | $8.6M | 3.15% | 206,341 | 增持 |
| 9 | DGRO | ISHARES TR | $8.4M | 3.07% | 110,630 | 增持 |
| 10 | AGG | ISHARES TR | $7.3M | 2.66% | 73,550 | 增持 |
| 11 | DVY | ISHARES TR | $4.9M | 1.79% | 31,323 | 增持 |
| 12 | IWO | ISHARES TR | $4.8M | 1.75% | 12,133 | 增持 |
| 13 | IEFA | ISHARES TR | $3.6M | 1.32% | 37,497 | 增持 |
| 14 | IWM | ISHARES TR | $3.6M | 1.32% | 11,963 | 增持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $3.5M | 1.29% | 49,557 | 增持 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $3.5M | 1.29% | 14,891 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $2.4M | 0.89% | 11,450 | 增持 |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.82% | 3 | 持平 |
| 19 | IEMG | ISHARES INC | $2.0M | 0.73% | 23,972 | 增持 |
| 20 | IJT | ISHARES TR | $1.9M | 0.69% | 10,608 | 增持 |
| 21 | GDXJ | VANECK ETF TRUST | $1.1M | 0.41% | 11,308 | 持平 |
| 22 | IWB | ISHARES TR | $1.1M | 0.41% | 2,710 | 增持 |
| 23 | XBI | SPDR SERIES TRUST | $1.1M | 0.40% | 6,970 | 增持 |
| 24 | IGV | ISHARES TR | $1.1M | 0.39% | 11,635 | 增持 |
| 25 | IWR | ISHARES TR | $990,449 | 0.36% | 8,978 | 增持 |
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