LPF Advisors LLC 13F 持仓 · 最近申报 2025年Q1
LPF Advisors 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 1.22 亿美元。前几大持仓：VTI（24.99%）、BND（13.61%）、QQQ（10.69%）。本季前 25 大持仓中：增持 14 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $30.5M | 24.99% | 111,082 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $16.6M | 13.61% | 226,343 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $13.1M | 10.69% | 27,849 | 增持 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $12.8M | 10.51% | 156,979 | 增持 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $12.3M | 10.03% | 268,452 | 增持 |
| 6 | VOE | VANGUARD INDEX FDS | $7.3M | 5.96% | 45,353 | 增持 |
| 7 | TLT | ISHARES TR | $7.0M | 5.76% | 77,310 | 增持 |
| 8 | SCHC | SCHWAB STRATEGIC TR | $4.4M | 3.60% | 122,492 | 增持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $3.3M | 2.68% | 116,933 | 减持 |
| 10 | ANGL | VANECK ETF TRUST | $3.1M | 2.54% | 107,454 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $2.2M | 1.83% | 4,357 | 减持 |
| 12 | IJR | ISHARES TR | $2.2M | 1.81% | 21,089 | 增持 |
| 13 | USMV | ISHARES TR | $808,570 | 0.66% | 8,633 | 减持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $721,029 | 0.59% | 14,531 | 持平 |
| 15 | AAPL | APPLE INC | $515,341 | 0.42% | 2,320 | 减持 |
| 16 | IEFA | ISHARES TR | $461,389 | 0.38% | 6,099 | 增持 |
| 17 | MMD | NYLI MACKAY DEFINEDTERM MUNI | $467,413 | 0.38% | 30,996 | 减持 |
| 18 | RWJ | INVESCO EXCH TRADED FD TR II | $401,755 | 0.33% | 9,871 | 减持 |
| 19 | CAG | CONAGRA BRANDS INC | $388,395 | 0.32% | 14,563 | 持平 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $303,040 | 0.25% | 569 | 持平 |
| 21 | VO | VANGUARD INDEX FDS | $291,207 | 0.24% | 1,126 | 增持 |
| 22 | IJH | ISHARES TR | $281,657 | 0.23% | 4,827 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $276,449 | 0.23% | 736 | 持平 |
| 24 | MTUM | ISHARES TR | $268,226 | 0.22% | 1,327 | 增持 |
| 25 | SRLN | SSGA ACTIVE ETF TR | $257,145 | 0.21% | 6,252 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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