LANE BROTHERS & CO INC
PRESCOTT AZ · SEC CIK 0001177416
$1.37亿2026Q1 申报市值
83持仓数
58.5%前十大占比 · 第一大 12.9%
0 / 0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
JPST 加仓+$96.65万
FLTR 加仓+$84.26万
RSPA 加仓+$59.19万
XLE 加仓+$27.76万
XLU 加仓+$25.97万
2026Q1 卖出最多 按季末市值估算
QGRO 减仓-$124.53万
IVV 减仓-$53.11万
AVUS 减仓-$49.58万
AIRR 减仓-$49.43万
SPTM 减仓-$35.78万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $1,776.43万 | 12.95% | 351,003 | 19,097 | 5.8% | $96.65万 | 加仓 |
| FLTR | VANECK ETF TRUST | $1,584.49万 | 11.55% | 621,858 | 33,070 | 5.6% | $84.26万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $768.43万 | 5.60% | 90,574 | -2,344 | -2.5% | -$19.89万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $716.71万 | 5.22% | 111,845 | -2,263 | -2.0% | -$14.50万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $694.36万 | 5.06% | 66,111 | -11,857 | -15.2% | -$124.53万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $650.27万 | 4.74% | 130,067 | 11,840 | 10.0% | $59.19万 | 加仓 |
| IVV | ISHARES TR | $626.24万 | 4.56% | 9,587 | -813 | -7.8% | -$53.11万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $463.79万 | 3.38% | 41,715 | -4,459 | -9.7% | -$49.58万 | 减仓 |
| IFRA | ISHARES TR | $390.83万 | 2.85% | 68,326 | -2,437 | -3.4% | -$13.94万 | 减仓 |
| PAVE | GLOBAL X FDS | $351.85万 | 2.56% | 69,248 | -5,061 | -6.8% | -$25.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $328.54万 | 2.39% | 18,838 | -102 | -0.5% | -$1.78万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $296.83万 | 2.16% | 26,794 | -4,462 | -14.3% | -$49.43万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $258.65万 | 1.88% | 32,716 | -4,526 | -12.2% | -$35.78万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $235.99万 | 1.72% | 38,523 | 4,531 | 13.3% | $27.76万 | 加仓 |
| XME | SPDR SERIES TRUST | $234.57万 | 1.71% | 21,717 | 1,902 | 9.6% | $20.54万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $233.95万 | 1.70% | 57,708 | 3,344 | 6.2% | $13.56万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $224.60万 | 1.64% | 60,159 | 2,613 | 4.5% | $9.76万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $219.85万 | 1.60% | 55,225 | 2,198 | 4.1% | $8.75万 | 加仓 |
| AAPL | APPLE INC | $201.59万 | 1.47% | 7,943 | 200 | 2.6% | $5.08万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $199.42万 | 1.45% | 43,457 | 5,660 | 15.0% | $25.97万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $169.50万 | 1.24% | 22,379 | 1,482 | 7.1% | $11.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $161.50万 | 1.18% | 5,034 | 0 | 0.0% | — | 不变 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $157.85万 | 1.15% | 67,154 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $144.51万 | 1.05% | 3,904 | -32 | -0.8% | -$1.18万 | 减仓 |
| FLOT | ISHARES TR | $143.20万 | 1.04% | 28,106 | -1,997 | -6.6% | -$10.17万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $93.62万 | 0.68% | 16,092 | -768 | -4.6% | -$4.47万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $89.85万 | 0.65% | 17,676 | 260 | 1.5% | $1.32万 | 加仓 |
| IYW | ISHARES TR | $88.74万 | 0.65% | 4,891 | -179 | -3.5% | -$3.25万 | 减仓 |
| QUAL | ISHARES TR | $87.66万 | 0.64% | 4,570 | -398 | -8.0% | -$7.63万 | 减仓 |
| UL | UNILEVER PLC | $83.24万 | 0.61% | 14,611 | -5 | -0.0% | -$285 | 减仓 |
| GOOGL | ALPHABET INC | $78.53万 | 0.57% | 2,731 | -1 | -0.0% | -$288 | 减仓 |
| SPYM | SPDR SERIES TRUST | $75.90万 | 0.55% | 9,917 | -488 | -4.7% | -$3.74万 | 减仓 |
| WFC | WELLS FARGO & CO | $75.66万 | 0.55% | 9,503 | -79 | -0.8% | -$6,289 | 减仓 |
| IVW | ISHARES TR | $75.26万 | 0.55% | 6,654 | -331 | -4.7% | -$3.74万 | 减仓 |
| AMZN | AMAZON COM INC | $74.50万 | 0.54% | 3,577 | -18 | -0.5% | -$3,749 | 减仓 |
| VUG | VANGUARD INDEX FDS | $71.76万 | 0.52% | 1,643 | -114 | -6.5% | -$4.98万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $67.74万 | 0.49% | 14,839 | -842 | -5.4% | -$3.84万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $66.07万 | 0.48% | 8,568 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $62.40万 | 0.45% | 626 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $56.75万 | 0.41% | 1,480 | -8 | -0.5% | -$3,068 | 减仓 |
| ICVT | ISHARES TR | $54.10万 | 0.39% | 5,315 | 3 | 0.1% | $305 | 加仓 |
| IUSB | ISHARES TR | $53.94万 | 0.39% | 11,677 | -57 | -0.5% | -$2,633 | 减仓 |
| EFV | ISHARES TR | $50.34万 | 0.37% | 6,771 | -471 | -6.5% | -$3.50万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $50.17万 | 0.37% | 19,668 | 1,043 | 5.6% | $2.66万 | 加仓 |
| FRDM | EA SERIES TRUST | $50.02万 | 0.36% | 9,153 | -1,866 | -16.9% | -$10.20万 | 减仓 |
| — | EXXON MOBIL CORP | $45.83万 | 0.33% | 2,702 | 14 | 0.5% | $2,375 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $43.23万 | 0.32% | 6,650 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $38.63万 | 0.28% | 1,867 | 12 | 0.6% | $2,483 | 加仓 |
| META | META PLATFORMS INC | $38.08万 | 0.28% | 666 | 8 | 1.2% | $4,574 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $37.06万 | 0.27% | 2,789 | -105 | -3.6% | -$1.40万 | 减仓 |
| TSLA | TESLA INC | $36.13万 | 0.26% | 972 | 50 | 5.4% | $1.86万 | 加仓 |
| ABBV | ABBVIE INC | $35.03万 | 0.26% | 1,610 | 3 | 0.2% | $653 | 加仓 |
| GE | GE AEROSPACE | $34.94万 | 0.25% | 1,231 | 1 | 0.1% | $284 | 加仓 |
| WMT | WALMART INC | $34.86万 | 0.25% | 2,805 | 1 | 0.0% | $124 | 加仓 |
| VGT | VANGUARD WORLD FD | $34.12万 | 0.25% | 489 | 0 | 0.0% | — | 不变 |
| — | BELPOINTE PREP LLC | $32.91万 | 0.24% | 6,187 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $31.20万 | 0.23% | 1,008 | -10 | -1.0% | -$3,095 | 减仓 |
| EMXC | ISHARES INC | $30.70万 | 0.22% | 3,903 | -366 | -8.6% | -$2.88万 | 减仓 |
| GEV | GE VERNOVA INC | $30.25万 | 0.22% | 347 | 1 | 0.3% | $872 | 加仓 |
| EFG | ISHARES TR | $29.99万 | 0.22% | 2,693 | -229 | -7.8% | -$2.55万 | 减仓 |
| BP | BP PLC | $29.21万 | 0.21% | 6,214 | 66 | 1.1% | $3,102 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.15万 | 0.21% | 2,018 | -27 | -1.3% | -$3,900 | 减仓 |
| MO | ALTRIA GROUP INC | $29.14万 | 0.21% | 4,415 | 68 | 1.6% | $4,488 | 加仓 |
| SPYV | SPDR SERIES TRUST | $28.48万 | 0.21% | 5,034 | -90 | -1.8% | -$5,092 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.15万 | 0.21% | 433 | -22 | -4.8% | -$1.43万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $25.99万 | 0.19% | 5,126 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $25.89万 | 0.19% | 2,522 | -10 | -0.4% | -$1,027 | 减仓 |
| CAT | CATERPILLAR INC | $25.86万 | 0.19% | 365 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.78万 | 0.19% | 1,064 | 4 | 0.4% | $969 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $25.49万 | 0.19% | 4,336 | -298 | -6.4% | -$1.75万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $24.80万 | 0.18% | 2,533 | -246 | -8.9% | -$2.41万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $24.47万 | 0.18% | 5,796 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $24.01万 | 0.18% | 7,802 | -1,258 | -13.9% | -$3.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $24.00万 | 0.17% | 982 | 3 | 0.3% | $733 | 加仓 |
| GOOG | ALPHABET INC | $23.81万 | 0.17% | 830 | -4 | -0.5% | -$1,147 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.72万 | 0.17% | 411 | -76 | -15.6% | -$4.39万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $23.48万 | 0.17% | 4,522 | -260 | -5.4% | -$1.35万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $23.30万 | 0.17% | 5,754 | 2 | 0.0% | $81 | 加仓 |
| IVE | ISHARES TR | $22.81万 | 0.17% | 1,080 | -128 | -10.6% | -$2.70万 | 减仓 |
| ORCL | ORACLE CORP | $22.77万 | 0.17% | 1,548 | 499 | 47.6% | $7.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $21.73万 | 0.16% | 739 | -32 | -4.2% | -$9,410 | 减仓 |
| NXH | BED BATH & BEYOND INC | $12.06万 | 0.09% | 26,000 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $4.70万 | 0.03% | 10,054 | 0 | 0.0% | — | 不变 |