LVM CAPITAL MANAGEMENT LTD/MI
PORTAGE MI · SEC CIK 0001053054
$10.60亿2026Q1 申报市值
160持仓数
46.2%前十大占比 · 第一大 8.8%
13 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IQLT 加仓+$659.03万
EMXC 加仓+$580.33万
SYK 加仓+$556.81万
FITB 新建仓+$225.30万
EOG 加仓+$108.41万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$661.36万
ICLR 清仓-$587.80万
HD 减仓-$479.73万
COMERICA 清仓-$244.30万
AMAT 减仓-$176.60万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL | $101.20万 | 0.10% | 22,931 | -75 | -0.3% | -$3,310 | 减仓 |
| IJH | ISHARES S&P MID-CAP EQUITY ETF | $103.20万 | 0.10% | 15,286 | -971 | -6.0% | -$6.56万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $103.40万 | 0.10% | 19,125 | 5,820 | 43.7% | $31.47万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $103.70万 | 0.10% | 2,705 | -40 | -1.5% | -$1.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $104.30万 | 0.10% | 20,770 | 10,230 | 97.1% | $51.37万 | 加仓 |
| MCD | MCDONALDS | $104.80万 | 0.10% | 3,372 | 205 | 6.5% | $6.37万 | 加仓 |
| DE | DEERE | $118.00万 | 0.11% | 2,095 | 0 | 0.0% | — | 不变 |
| XLV | SPDR HEALTH CARE SECTOR ETF | $145.40万 | 0.14% | 9,918 | 556 | 5.9% | $8.15万 | 加仓 |
| MRK | MERCK | $146.10万 | 0.14% | 12,143 | 166 | 1.4% | $2.00万 | 加仓 |
| RTX | RTX CORP | $147.80万 | 0.14% | 7,662 | 0 | 0.0% | — | 不变 |
| TD | TORONTO-DOMINION BANK | $150.60万 | 0.14% | 16,136 | -1,200 | -6.9% | -$11.20万 | 减仓 |
| — | CHICAGO ATLANTIC BDC | $150.70万 | 0.14% | 161,326 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $153.50万 | 0.14% | 43,325 | -350 | -0.8% | -$1.24万 | 减仓 |
| CAT | CATERPILLAR | $153.50万 | 0.14% | 2,166 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $201.70万 | 0.19% | 21,716 | -476 | -2.1% | -$4.42万 | 减仓 |
| KO | COCA-COLA | $210.10万 | 0.20% | 27,624 | 100 | 0.4% | $7,606 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH IN | $212.20万 | 0.20% | 4,977 | -64 | -1.3% | -$2.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $220.40万 | 0.21% | 4,600 | -25 | -0.5% | -$1.20万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $225.30万 | 0.21% | 48,487 | 48,487 | — | $225.30万 | 新建仓 |
| XLK | TECHNOLOGY SECTOR SPDR ETF | $244.00万 | 0.23% | 18,356 | -21 | -0.1% | -$2,791 | 减仓 |
| CRM | SALESFORCE | $244.90万 | 0.23% | 13,120 | -35,431 | -73.0% | -$661.36万 | 减仓 |
| PEP | PEPSICO | $269.90万 | 0.25% | 17,381 | -529 | -3.0% | -$8.21万 | 减仓 |
| CASY | CASEYS GENERAL STORES | $275.10万 | 0.26% | 3,780 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO | $277.70万 | 0.26% | 38,935 | -975 | -2.4% | -$6.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $278.60万 | 0.26% | 11,495 | -25 | -0.2% | -$6,059 | 减仓 |
| ABT | ABBOTT LABS | $292.60万 | 0.28% | 28,496 | -455 | -1.6% | -$4.67万 | 减仓 |
| HSY | HERSHEY | $297.80万 | 0.28% | 14,327 | 115 | 0.8% | $2.39万 | 加仓 |
| GOOG | ALPHABET CL C | $306.50万 | 0.29% | 10,683 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE HIGH DIVIDEND ETF | $317.50万 | 0.30% | 29,072 | -257 | -0.9% | -$2.81万 | 减仓 |
| GLD | SPDR GOLD TRUST ETF | $321.60万 | 0.30% | 7,475 | -100 | -1.3% | -$4.30万 | 减仓 |
| PM | PHILIP MORRIS | $399.80万 | 0.38% | 24,183 | -190 | -0.8% | -$3.14万 | 减仓 |
| O | REALTY INCOME | $420.30万 | 0.40% | 68,706 | -1,393 | -2.0% | -$8.52万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQ ETF | $443.30万 | 0.42% | 144,486 | 5,309 | 3.8% | $16.29万 | 加仓 |
| MO | ALTRIA GROUP | $494.70万 | 0.47% | 74,972 | -2,068 | -2.7% | -$13.65万 | 减仓 |
| SPTM | SPDR PORTFOLIO TOTAL EQUITY MA | $518.90万 | 0.49% | 65,631 | 1,600 | 2.5% | $12.65万 | 加仓 |
| IXUS | ISHARES CORE INTERNATIONAL STO | $529.50万 | 0.50% | 61,118 | -2,047 | -3.2% | -$17.73万 | 减仓 |
| LMT | LOCKHEED MARTIN | $543.30万 | 0.51% | 8,990 | -623 | -6.5% | -$37.65万 | 减仓 |
| WM | WASTE MANAGEMENT | $709.70万 | 0.67% | 30,883 | 125 | 0.4% | $2.87万 | 加仓 |
| DGRS | WISDOMTREE US SMALLCAP DIV GRO | $763.10万 | 0.72% | 144,094 | 6,607 | 4.8% | $34.99万 | 加仓 |
| UBER | UBER | $778.20万 | 0.73% | 108,191 | 5,211 | 5.1% | $37.48万 | 加仓 |
| CVX | CHEVRON | $795.80万 | 0.75% | 38,462 | -227 | -0.6% | -$4.70万 | 减仓 |
| FTNT | FORTINET | $816.40万 | 0.77% | 99,906 | 2,355 | 2.4% | $19.24万 | 加仓 |
| DLR | DIGITAL REALTY TRUST | $832.20万 | 0.78% | 46,179 | -213 | -0.5% | -$3.84万 | 减仓 |
| PANW | PALO ALTO NETWORKS | $925.70万 | 0.87% | 57,742 | 2,804 | 5.1% | $44.95万 | 加仓 |
| PFE | PFIZER | $943.60万 | 0.89% | 336,052 | 7,776 | 2.4% | $21.83万 | 加仓 |
| HD | HOME DEPOT | $1,035.60万 | 0.98% | 31,487 | -14,586 | -31.7% | -$479.73万 | 减仓 |
| AMGN | AMGEN | $1,046.00万 | 0.99% | 29,729 | -478 | -1.6% | -$16.82万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $1,153.40万 | 1.09% | 25,830 | 55 | 0.2% | $2.46万 | 加仓 |
| SPY | SPDR S&P 500 EQUITY ETF | $1,159.10万 | 1.09% | 17,823 | -1,354 | -7.1% | -$88.06万 | 减仓 |
| EOG | EOG RESOURCES | $1,185.50万 | 1.12% | 82,004 | 7,499 | 10.1% | $108.41万 | 加仓 |
| AMZN | AMAZON | $1,392.30万 | 1.31% | 66,851 | 2,348 | 3.6% | $48.90万 | 加仓 |
| KR | KROGER | $1,431.00万 | 1.35% | 197,757 | 363 | 0.2% | $2.63万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS | $1,458.60万 | 1.38% | 185,430 | 73,777 | 66.1% | $580.33万 | 加仓 |
| HUBB | HUBBELL | $1,528.90万 | 1.44% | 31,156 | 521 | 1.7% | $25.57万 | 加仓 |
| NVDA | NVIDIA | $1,549.70万 | 1.46% | 88,860 | 1,447 | 1.7% | $25.24万 | 加仓 |
| JPM | JPMORGAN CHASE | $1,702.40万 | 1.61% | 57,873 | 1,937 | 3.5% | $56.98万 | 加仓 |
| SYK | STRYKER | $1,774.70万 | 1.67% | 54,008 | 16,945 | 45.7% | $556.81万 | 加仓 |
| IDA | IDACORP | $1,825.90万 | 1.72% | 127,711 | 919 | 0.7% | $13.14万 | 加仓 |
| IQLT | ISHARES MSCI INTERNATIONAL QUA | $1,849.30万 | 1.74% | 400,012 | 142,551 | 55.4% | $659.03万 | 加仓 |
| NVT | NVENT ELECTRIC | $1,938.50万 | 1.83% | 163,891 | -1,536 | -0.9% | -$18.17万 | 减仓 |
| AMAT | APPLIED MATERIALS | $2,406.70万 | 2.27% | 70,416 | -5,167 | -6.8% | -$176.60万 | 减仓 |
| AXP | AMERICAN EXPRESS | $2,410.70万 | 2.27% | 79,698 | 504 | 0.6% | $15.24万 | 加仓 |
| DGRW | WISDOMTREE US DIV GROWTH ETF | $2,526.00万 | 2.38% | 287,570 | 2,515 | 0.9% | $22.09万 | 加仓 |
| PG | PROCTER & GAMBLE | $2,621.90万 | 2.47% | 181,520 | 308 | 0.2% | $4.45万 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $2,654.60万 | 2.50% | 301,112 | -258 | -0.1% | -$2.27万 | 减仓 |
| NOC | NORTHROP GRUMMAN | $2,657.10万 | 2.51% | 38,946 | -223 | -0.6% | -$15.21万 | 减仓 |
| CSCO | CISCO SYSTEMS | $3,026.60万 | 2.85% | 390,074 | -1,674 | -0.4% | -$12.99万 | 减仓 |
| MS | MORGAN STANLEY | $3,150.90万 | 2.97% | 191,464 | -1,279 | -0.7% | -$21.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,471.70万 | 3.27% | 142,029 | -3,259 | -2.2% | -$79.66万 | 减仓 |
| ABBV | ABBVIE | $3,729.30万 | 3.52% | 171,469 | 1,758 | 1.0% | $38.23万 | 加仓 |
| GOOGL | ALPHABET CL A | $3,730.90万 | 3.52% | 129,742 | -3,787 | -2.8% | -$108.90万 | 减仓 |
| — | EXXON MOBIL | $4,235.50万 | 3.99% | 249,646 | 2,096 | 0.8% | $35.56万 | 加仓 |
| LLY | ELI LILLY | $4,662.70万 | 4.40% | 50,694 | -503 | -1.0% | -$46.26万 | 减仓 |
| MSFT | MICROSOFT | $6,275.20万 | 5.92% | 169,522 | 951 | 0.6% | $35.20万 | 加仓 |
| AVGO | BROADCOM | $7,393.80万 | 6.97% | 238,888 | -1,202 | -0.5% | -$37.20万 | 减仓 |
| AAPL | APPLE | $9,321.50万 | 8.79% | 367,294 | -1,425 | -0.4% | -$36.16万 | 减仓 |