LVM CAPITAL MANAGEMENT LTD/MI
PORTAGE MI · SEC CIK 0001053054
$11.95亿2026Q2 申报市值
163持仓数
48.1%前十大占比 · 第一大 8.8%
14 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$3,402.90万
SYK 加仓+$270.01万
AZN 新建仓+$70.30万
BLDR 新建仓+$66.60万
CLX 加仓+$62.10万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL 清仓-$4,235.50万
AMAT 减仓-$325.93万
EMXC 减仓-$283.56万
CRM 清仓-$244.90万
AVGO 减仓-$227.63万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL | $0 | 0.00% | 0 | -249,646 | -100.0% | -$4,235.50万 | 清仓 |
| CRM | SALESFORCE | $0 | 0.00% | 0 | -13,120 | -100.0% | -$244.90万 | 清仓 |
| AZN | ASTRAZENECA ADR | $0 | 0.00% | 0 | -3,705 | -100.0% | -$73.10万 | 清仓 |
| PWR | QUANTA SERVICES | $0 | 0.00% | 0 | -1,072 | -100.0% | -$58.90万 | 清仓 |
| LYB | LYONDELLBASELL | $0 | 0.00% | 0 | -6,970 | -100.0% | -$56.20万 | 清仓 |
| MGM | MGM RESORTS | $0 | 0.00% | 0 | -14,450 | -100.0% | -$53.50万 | 清仓 |
| DELL | DELL TECHNOLOGIES | $0 | 0.00% | 0 | -3,235 | -100.0% | -$53.10万 | 清仓 |
| STZ | CONSTELLATON BRANDS | $0 | 0.00% | 0 | -3,510 | -100.0% | -$52.70万 | 清仓 |
| PCG | P G & E | $0 | 0.00% | 0 | -29,455 | -100.0% | -$51.80万 | 清仓 |
| EQIX | EQUINIX | $0 | 0.00% | 0 | -527 | -100.0% | -$51.70万 | 清仓 |
| DIS | WALT DISNEY | $0 | 0.00% | 0 | -2,216 | -100.0% | -$21.40万 | 清仓 |
| — | HONEYWELL | $0 | 0.00% | 0 | -903 | -100.0% | -$20.40万 | 清仓 |
| — | REPUBLIC FIRST BANCORP | $0 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | ECOLOCLEAN INDUSTRIES | $0 | 0.00% | 26,300 | 0 | 0.0% | — | 不变 |
| — | GNIS PETROLEUM | $0 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| — | WEBB INTERACT SERVICES | $0 | 0.00% | 303,575 | 0 | 0.0% | — | 不变 |
| — | VAXART | $1.50万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | ORISKO METALS | $6.90万 | 0.01% | 55,100 | 10,000 | 22.2% | $1.25万 | 加仓 |
| COP | CONOCOPHILLIPS | $20.10万 | 0.02% | 1,930 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $20.30万 | 0.02% | 5,532 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO-NEVADA | $20.80万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH | $21.70万 | 0.02% | 500 | 500 | — | $21.70万 | 新建仓 |
| DTE | DTE ENERGY | $23.00万 | 0.02% | 1,508 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDE | $23.50万 | 0.02% | 2,281 | 0 | 0.0% | — | 重新持有 |
| BF/B | BROWN-FORMAN CL B | $23.70万 | 0.02% | 8,905 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOG | $23.90万 | 0.02% | 2,002 | 2,002 | — | $23.90万 | 新建仓 |
| BLK | BLACKROCK | $24.00万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ET | $25.10万 | 0.02% | 678 | 1 | 0.1% | $370 | 加仓 |
| TJX | TJX COMPANIES | $25.40万 | 0.02% | 1,677 | -366 | -17.9% | -$5.54万 | 减仓 |
| FISV | FISERV INC | $25.80万 | 0.02% | 5,250 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $26.30万 | 0.02% | 835 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE SMALLCAP EARNINGS E | $26.60万 | 0.02% | 3,931 | 0 | 0.0% | — | 不变 |
| TT | TRANE | $27.00万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $27.40万 | 0.02% | 674 | -33 | -4.7% | -$1.34万 | 减仓 |
| XLE | ENERGY SECTOR SPDR ETF | $27.50万 | 0.02% | 5,187 | -300 | -5.5% | -$1.59万 | 减仓 |
| CHD | CHURCH & DWIGHT | $27.60万 | 0.02% | 2,849 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TRUST ETF | $27.70万 | 0.02% | 2,874 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX | $27.90万 | 0.02% | 11,050 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER | $28.00万 | 0.02% | 2,045 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 SMALLCAP | $28.50万 | 0.02% | 950 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $29.20万 | 0.02% | 825 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN | $29.20万 | 0.02% | 299 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $29.20万 | 0.02% | 4,831 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE | $29.50万 | 0.02% | 3,218 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES | $30.10万 | 0.03% | 519 | 519 | — | $30.10万 | 新建仓 |
| DVY | ISHARES DIVIDEND EQUITY ETF | $31.40万 | 0.03% | 2,011 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS | $36.30万 | 0.03% | 1,237 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $36.40万 | 0.03% | 1,221 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD | $36.50万 | 0.03% | 710 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARI | $37.00万 | 0.03% | 6,580 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS | $38.20万 | 0.03% | 678 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $40.40万 | 0.03% | 589 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALU | $40.70万 | 0.03% | 7,391 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS | $41.20万 | 0.03% | 2,577 | 0 | 0.0% | — | 不变 |
| XLY | SPDR CONSUMER DISCRETIONARY ET | $42.20万 | 0.04% | 3,594 | -10 | -0.3% | -$1,174 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $42.30万 | 0.04% | 4,908 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL | $43.20万 | 0.04% | 9,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $43.30万 | 0.04% | 10,220 | -10,550 | -50.8% | -$44.70万 | 减仓 |
| T | AT&T | $44.80万 | 0.04% | 21,634 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $47.10万 | 0.04% | 4,290 | -100 | -2.3% | -$1.10万 | 减仓 |
| SO | SOUTHERN | $47.60万 | 0.04% | 4,974 | 0 | 0.0% | — | 不变 |
| WMT | WALMART | $48.40万 | 0.04% | 4,270 | -50 | -1.2% | -$5,667 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $56.60万 | 0.05% | 1,128 | 0 | 0.0% | — | 不变 |
| HPQ | HP | $57.20万 | 0.05% | 26,075 | 26,075 | — | $57.20万 | 新建仓 |
| TTD | THE TRADE DESK | $57.80万 | 0.05% | 31,990 | 31,990 | — | $57.80万 | 新建仓 |
| MU | MICRON TECHNOLOGY | $58.60万 | 0.05% | 508 | 508 | — | $58.60万 | 新建仓 |
| WMB | WILLIAMS COMPANIES | $59.50万 | 0.05% | 7,999 | 7,999 | — | $59.50万 | 新建仓 |
| BBY | BEST BUY | $60.00万 | 0.05% | 7,905 | 7,905 | — | $60.00万 | 新建仓 |
| AMT | AMERICAN TOWER | $60.20万 | 0.05% | 3,682 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING | $60.80万 | 0.05% | 2,717 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER | $61.20万 | 0.05% | 16,070 | 16,070 | — | $61.20万 | 新建仓 |
| D | DOMINION ENERGY | $61.30万 | 0.05% | 8,980 | 8,980 | — | $61.30万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE | $61.70万 | 0.05% | 11,675 | 11,675 | — | $61.70万 | 新建仓 |
| SRE | SEMPRA ENERGY | $61.90万 | 0.05% | 6,677 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 INDEX ETF | $63.90万 | 0.05% | 853 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE | $66.60万 | 0.06% | 7,445 | 7,445 | — | $66.60万 | 新建仓 |
| COST | COSTCO WHOLESALE | $66.70万 | 0.06% | 713 | -10 | -1.4% | -$9,355 | 减仓 |
| NUE | NUCOR | $69.10万 | 0.06% | 3,100 | -300 | -8.8% | -$6.69万 | 减仓 |
| MRNA | MODERNA | $69.60万 | 0.06% | 9,941 | 1 | 0.0% | $70 | 加仓 |
| AZN | ASTRAZENECA ADR | $70.30万 | 0.06% | 3,705 | 3,705 | — | $70.30万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB | $73.10万 | 0.06% | 12,694 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE | $73.40万 | 0.06% | 5,011 | -100 | -2.0% | -$1.46万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $74.90万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL RAILWAY | $75.10万 | 0.06% | 6,300 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD | $76.10万 | 0.06% | 15,100 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC | $76.20万 | 0.06% | 9,745 | -1,465 | -13.1% | -$11.46万 | 减仓 |
| PSX | PHILLIPS 66 | $79.00万 | 0.07% | 4,676 | 0 | 0.0% | — | 不变 |
| MBWM | MERCANTILE BANK | $79.70万 | 0.07% | 13,877 | -100 | -0.7% | -$5,743 | 减仓 |
| PNC | PNC FINANCIAL | $80.40万 | 0.07% | 3,267 | 0 | 0.0% | — | 不变 |
| ETN | EATON | $80.60万 | 0.07% | 1,891 | 40 | 2.2% | $1.70万 | 加仓 |
| V | VISA CL A | $80.90万 | 0.07% | 2,357 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS | $84.20万 | 0.07% | 4,950 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $87.90万 | 0.07% | 6,941 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS | $91.10万 | 0.08% | 3,372 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX | $91.70万 | 0.08% | 9,606 | 6,505 | 209.8% | $62.10万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $95.00万 | 0.08% | 4,016 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX | $97.70万 | 0.08% | 6,586 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $101.40万 | 0.08% | 2,440 | 0 | 0.0% | — | 不变 |
| MMM | 3M | $106.60万 | 0.09% | 6,584 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS | $107.30万 | 0.09% | 3,251 | 0 | 0.0% | — | 不变 |