Lpwm LLC 13F 持仓 · 2026年Q2
Lpwm 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 4.51 亿美元。前几大持仓：VONG（19.35%）、VTV（15.18%）、IWS（7.90%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $87.2M | 19.35% | 682,435 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $68.4M | 15.18% | 314,012 | 增持 |
| 3 | IWS | ISHARES TR | $35.6M | 7.90% | 216,410 | 减持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $27.6M | 6.13% | 546,360 | 增持 |
| 5 | IEFA | ISHARES TR | $21.9M | 4.86% | 226,644 | 增持 |
| 6 | SPEM | SPDR INDEX SHS FDS | $19.9M | 4.42% | 384,456 | 增持 |
| 7 | VTIP | VANGUARD MALVERN FDS | $18.0M | 4.00% | 359,230 | 增持 |
| 8 | IVE | ISHARES TR | $12.3M | 2.74% | 54,315 | 减持 |
| 9 | IWM | ISHARES TR | $11.1M | 2.46% | 36,932 | 减持 |
| 10 | SLYV | SPDR SERIES TRUST | $11.1M | 2.45% | 101,312 | 增持 |
| 11 | VNQ | VANGUARD INDEX FDS | $6.3M | 1.40% | 65,210 | 减持 |
| 12 | IVW | ISHARES TR | $6.1M | 1.35% | 44,192 | 增持 |
| 13 | AGG | ISHARES TR | $6.0M | 1.32% | 60,164 | 增持 |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $5.7M | 1.27% | 112,326 | 增持 |
| 15 | VONE | VANGUARD SCOTTSDALE FDS | $5.7M | 1.26% | 16,780 | 增持 |
| 16 | IWR | ISHARES TR | $5.5M | 1.21% | 49,499 | 增持 |
| 17 | VOE | VANGUARD INDEX FDS | $4.8M | 1.06% | 24,226 | 减持 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $4.7M | 1.04% | 66,057 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $4.6M | 1.01% | 22,753 | 减持 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $4.1M | 0.92% | 26,742 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 0.89% | 8,005 | 减持 |
| 22 | VGT | VANGUARD WORLD FD | $3.9M | 0.87% | 32,672 | 增持 |
| 23 | VTEB | VANGUARD MUN BD FDS | $3.8M | 0.85% | 75,350 | 增持 |
| 24 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.7M | 0.83% | 83,058 | 增持 |
| 25 | IJH | ISHARES TR | $3.6M | 0.81% | 47,307 | 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