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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | $1.05亿 | 8.83% | 364,448 | -2,846 | -0.8% | -$82.35万 | 减仓 |
| AVGO | BROADCOM | $8,796.40万 | 7.36% | 232,862 | -6,026 | -2.5% | -$227.63万 | 减仓 |
| MSFT | MICROSOFT | $6,294.50万 | 5.27% | 168,745 | -777 | -0.5% | -$28.98万 | 减仓 |
| LLY | ELI LILLY | $6,059.60万 | 5.07% | 50,521 | -173 | -0.3% | -$20.75万 | 减仓 |
| AMAT | APPLIED MATERIALS | $4,765.10万 | 3.99% | 65,908 | -4,508 | -6.4% | -$325.93万 | 减仓 |
| GOOGL | ALPHABET CL A | $4,579.50万 | 3.83% | 128,145 | -1,597 | -1.2% | -$57.07万 | 减仓 |
| CSCO | CISCO SYSTEMS | $4,446.20万 | 3.72% | 378,528 | -11,546 | -3.0% | -$135.62万 | 减仓 |
| ABBV | ABBVIE | $4,352.70万 | 3.64% | 172,974 | 1,505 | 0.9% | $37.87万 | 加仓 |
| MS | MORGAN STANLEY | $3,972.70万 | 3.32% | 190,045 | -1,419 | -0.7% | -$29.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,600.20万 | 3.01% | 141,759 | -270 | -0.2% | -$6.86万 | 减仓 |
| XOM | EXXON MOBIL | $3,402.90万 | 2.85% | 248,897 | 248,897 | — | $3,402.90万 | 新建仓 |
| DGRW | WISDOMTREE US DIV GROWTH ETF | $2,790.20万 | 2.34% | 291,804 | 4,234 | 1.5% | $40.49万 | 加仓 |
| NVT | NVENT ELECTRIC | $2,714.40万 | 2.27% | 160,036 | -3,855 | -2.4% | -$65.39万 | 减仓 |
| AXP | AMERICAN EXPRESS | $2,695.50万 | 2.26% | 79,690 | -8 | -0.0% | -$2,706 | 减仓 |
| PG | PROCTER & GAMBLE | $2,660.00万 | 2.23% | 181,395 | -125 | -0.1% | -$1.83万 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $2,262.20万 | 1.89% | 299,586 | -1,526 | -0.5% | -$11.52万 | 减仓 |
| NOC | NORTHROP GRUMMAN | $2,044.60万 | 1.71% | 40,145 | 1,199 | 3.1% | $61.07万 | 加仓 |
| IQLT | ISHARES MSCI INTERNATIONAL QUA | $1,984.80万 | 1.66% | 400,574 | 562 | 0.1% | $2.78万 | 加仓 |
| SYK | STRYKER | $1,970.40万 | 1.65% | 62,584 | 8,576 | 15.9% | $270.01万 | 加仓 |
| IDA | IDACORP | $1,953.40万 | 1.63% | 129,107 | 1,396 | 1.1% | $21.12万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $1,913.50万 | 1.60% | 56,112 | -1,630 | -2.8% | -$55.59万 | 减仓 |
| JPM | JPMORGAN CHASE | $1,897.00万 | 1.59% | 57,953 | 80 | 0.1% | $2.62万 | 加仓 |
| NVDA | NVIDIA | $1,782.30万 | 1.49% | 89,075 | 215 | 0.2% | $4.30万 | 加仓 |
| HUBB | HUBBELL | $1,635.00万 | 1.37% | 31,250 | 94 | 0.3% | $4.92万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS | $1,613.40万 | 1.35% | 157,712 | -27,718 | -14.9% | -$283.56万 | 减仓 |
| AMZN | AMAZON | $1,608.60万 | 1.35% | 67,491 | 640 | 1.0% | $15.25万 | 加仓 |
| FTNT | FORTINET | $1,532.50万 | 1.28% | 99,761 | -145 | -0.1% | -$2.23万 | 减仓 |
| SPY | SPDR S&P 500 EQUITY ETF | $1,301.80万 | 1.09% | 17,432 | -391 | -2.2% | -$29.20万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $1,241.10万 | 1.04% | 24,986 | -844 | -3.3% | -$41.92万 | 减仓 |
| EOG | EOG RESOURCES | $1,079.30万 | 0.90% | 83,199 | 1,195 | 1.5% | $15.50万 | 加仓 |
| KR | KROGER | $1,056.40万 | 0.88% | 190,239 | -7,518 | -3.8% | -$41.75万 | 减仓 |
| AMGN | AMGEN | $1,055.00万 | 0.88% | 29,133 | -596 | -2.0% | -$21.58万 | 减仓 |
| HD | HOME DEPOT | $1,041.80万 | 0.87% | 29,539 | -1,948 | -6.2% | -$68.70万 | 减仓 |
| DGRS | WISDOMTREE US SMALLCAP DIV GRO | $881.30万 | 0.74% | 148,480 | 4,386 | 3.0% | $26.03万 | 加仓 |
| DLR | DIGITAL REALTY TRUST | $814.60万 | 0.68% | 45,364 | -815 | -1.8% | -$14.63万 | 减仓 |
| PFE | PFIZER | $810.50万 | 0.68% | 336,569 | 517 | 0.2% | $1.25万 | 加仓 |
| UBER | UBER | $799.80万 | 0.67% | 110,834 | 2,643 | 2.4% | $19.07万 | 加仓 |
| WM | WASTE MANAGEMENT | $688.30万 | 0.58% | 30,883 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON | $634.60万 | 0.53% | 38,284 | -178 | -0.5% | -$2.95万 | 减仓 |
| SPTM | SPDR PORTFOLIO TOTAL EQUITY MA | $605.30万 | 0.51% | 66,672 | 1,041 | 1.6% | $9.45万 | 加仓 |
| IXUS | ISHARES CORE INTERNATIONAL STO | $602.30万 | 0.50% | 63,103 | 1,985 | 3.2% | $18.95万 | 加仓 |
| MO | ALTRIA GROUP | $539.40万 | 0.45% | 74,967 | -5 | -0.0% | -$360 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQ ETF | $475.70万 | 0.40% | 150,001 | 5,515 | 3.8% | $17.49万 | 加仓 |
| O | REALTY INCOME | $450.10万 | 0.38% | 72,646 | 3,940 | 5.7% | $24.41万 | 加仓 |
| PM | PHILIP MORRIS | $438.20万 | 0.37% | 24,223 | 40 | 0.2% | $7,236 | 加仓 |
| LMT | LOCKHEED MARTIN | $432.50万 | 0.36% | 8,490 | -500 | -5.6% | -$25.47万 | 减仓 |
| GOOG | ALPHABET CL C | $373.50万 | 0.31% | 10,570 | -113 | -1.1% | -$3.99万 | 减仓 |
| XLK | TECHNOLOGY SECTOR SPDR ETF | $350.00万 | 0.29% | 18,372 | 16 | 0.1% | $3,048 | 加仓 |
| DHS | WISDOMTREE HIGH DIVIDEND ETF | $326.10万 | 0.27% | 28,687 | -385 | -1.3% | -$4.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $320.40万 | 0.27% | 11,395 | -100 | -0.9% | -$2.81万 | 减仓 |
| SYY | SYSCO | $319.90万 | 0.27% | 38,276 | -659 | -1.7% | -$5.51万 | 减仓 |
| INTC | INTEL | $311.80万 | 0.26% | 22,331 | -600 | -2.6% | -$8.38万 | 减仓 |
| CASY | CASEYS GENERAL STORES | $300.40万 | 0.25% | 3,780 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST ETF | $275.40万 | 0.23% | 7,475 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $269.40万 | 0.23% | 47,787 | -700 | -1.4% | -$3.95万 | 减仓 |
| ABT | ABBOTT LABS | $258.60万 | 0.22% | 28,496 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH IN | $247.20万 | 0.21% | 19,908 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY | $241.30万 | 0.20% | 13,754 | -573 | -4.0% | -$10.05万 | 减仓 |
| PEP | PEPSICO | $235.30万 | 0.20% | 17,381 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR | $230.70万 | 0.19% | 2,166 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $226.90万 | 0.19% | 4,535 | -65 | -1.4% | -$3.25万 | 减仓 |
| KO | COCA-COLA | $217.40万 | 0.18% | 26,748 | -876 | -3.2% | -$7.12万 | 减仓 |
| TD | TORONTO-DOMINION BANK | $195.90万 | 0.16% | 16,136 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $190.60万 | 0.16% | 21,716 | 0 | 0.0% | — | 不变 |
| XLV | SPDR HEALTH CARE SECTOR ETF | $163.80万 | 0.14% | 10,321 | 403 | 4.1% | $6.40万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $161.30万 | 0.14% | 2,460 | -245 | -9.1% | -$16.06万 | 减仓 |
| — | CHICAGO ATLANTIC BDC | $157.60万 | 0.13% | 161,326 | 0 | 0.0% | — | 不变 |
| MRK | MERCK | $152.80万 | 0.13% | 11,893 | -250 | -2.1% | -$3.21万 | 减仓 |
| RTX | RTX CORP | $145.40万 | 0.12% | 7,662 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR NYSE TECHNOLOGY EQUITY ET | $145.00万 | 0.12% | 3,711 | 43 | 1.2% | $1.68万 | 加仓 |
| DE | DEERE | $132.90万 | 0.11% | 2,095 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $130.70万 | 0.11% | 43,325 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES S&P MID-CAP EQUITY ETF | $117.90万 | 0.10% | 15,286 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $113.10万 | 0.09% | 18,941 | -184 | -1.0% | -$1.10万 | 减仓 |
| BAC | BANK OF AMERICA | $108.80万 | 0.09% | 19,100 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS | $107.30万 | 0.09% | 3,251 | 0 | 0.0% | — | 不变 |
| MMM | 3M | $106.60万 | 0.09% | 6,584 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $101.40万 | 0.08% | 2,440 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX | $97.70万 | 0.08% | 6,586 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $95.00万 | 0.08% | 4,016 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX | $91.70万 | 0.08% | 9,606 | 6,505 | 209.8% | $62.10万 | 加仓 |
| MCD | MCDONALDS | $91.10万 | 0.08% | 3,372 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $87.90万 | 0.07% | 6,941 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS | $84.20万 | 0.07% | 4,950 | 0 | 0.0% | — | 不变 |
| V | VISA CL A | $80.90万 | 0.07% | 2,357 | 0 | 0.0% | — | 不变 |
| ETN | EATON | $80.60万 | 0.07% | 1,891 | 40 | 2.2% | $1.70万 | 加仓 |
| PNC | PNC FINANCIAL | $80.40万 | 0.07% | 3,267 | 0 | 0.0% | — | 不变 |
| MBWM | MERCANTILE BANK | $79.70万 | 0.07% | 13,877 | -100 | -0.7% | -$5,743 | 减仓 |
| PSX | PHILLIPS 66 | $79.00万 | 0.07% | 4,676 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC | $76.20万 | 0.06% | 9,745 | -1,465 | -13.1% | -$11.46万 | 减仓 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD | $76.10万 | 0.06% | 15,100 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL RAILWAY | $75.10万 | 0.06% | 6,300 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $74.90万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE | $73.40万 | 0.06% | 5,011 | -100 | -2.0% | -$1.46万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB | $73.10万 | 0.06% | 12,694 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA ADR | $70.30万 | 0.06% | 3,705 | 3,705 | — | $70.30万 | 新建仓 |
| MRNA | MODERNA | $69.60万 | 0.06% | 9,941 | 1 | 0.0% | $70 | 加仓 |
| NUE | NUCOR | $69.10万 | 0.06% | 3,100 | -300 | -8.8% | -$6.69万 | 减仓 |
| COST | COSTCO WHOLESALE | $66.70万 | 0.06% | 713 | -10 | -1.4% | -$9,355 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE | $66.60万 | 0.06% | 7,445 | 7,445 | — | $66.60万 | 新建仓 |