13F 机构持仓

LMCG INVESTMENTS, LLC

BOSTON MA · SEC CIK 0001470944

2026Q22026Q1 更早 9 个季度 🔒
$16.80亿2026Q1 申报市值
220持仓数
25.8%前十大占比 · 第一大 4.0%
9 / 9新建仓 / 清仓
申报市值走势$18.67亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.0%
GOOGL 3.5%
MSFT 3.3%
AMZN 3.0%
JPM 2.4%
NVDA 2.1%
AEM 2.0%
IEMG 1.9%
BRK/B 1.8%
REGN 1.8%

2026Q1 买入最多 按季末市值估算

WM 加仓+$835.95万
EFA 加仓+$826.95万
ADI 加仓+$567.24万
PANW 加仓+$540.71万
ON 新建仓+$536.69万

2026Q1 卖出最多 按季末市值估算

CIEN 减仓-$1,721.88万
MU 减仓-$1,321.12万
SPY 减仓-$1,210.92万
GS 减仓-$719.51万
AMAT 减仓-$713.52万

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
EPP ISHARES INC $409.50万0.24%77,060 -9,834-11.3% -$52.26万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $399.70万0.24%25,413 6,28832.9% $98.90万 加仓
PXH INVESCO EXCH TRADED FD TR II $395.46万0.24%146,957 17,05113.1% $45.88万 加仓
CRWD CROWDSTRIKE HLDGS INC $387.52万0.23%9,926 -9,614-49.2% -$375.34万 减仓
VWO VANGUARD INTL EQUITY INDEX F $384.72万0.23%71,178 2,1713.1% $11.73万 加仓
EXPD EXPEDITORS INTL WASH INC $372.78万0.22%26,027 6592.6% $9.44万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $370.20万0.22%49,235 -877-1.8% -$6.59万 减仓
HD HOME DEPOT INC $369.28万0.22%11,228 1,32413.4% $43.55万 加仓
ETSY ETSY INC $357.70万0.21%71,569 2490.3% $1.24万 加仓
RSG REPUBLIC SVCS INC $333.72万0.20%15,237 -219-1.4% -$4.80万 减仓
IWB ISHARES TR $330.64万0.20%9,273 -1-0.0% -$357 减仓
DVN DEVON ENERGY CORP NEW $318.05万0.19%63,206 6,85812.2% $34.51万 加仓
EWC ISHARES INC $307.77万0.18%56,173 -6,654-10.6% -$36.46万 减仓
XMLV INVESCO EXCH TRADED FD TR II $304.15万0.18%48,300 5,51412.9% $34.72万 加仓
CDNS CADENCE DESIGN SYSTEM INC $302.07万0.18%10,871 10,871— $302.07万 新建仓
INDA ISHARES TR $297.80万0.18%63,579 -8,965-12.4% -$41.99万 减仓
SPLV INVESCO EXCH TRADED FD TR II $287.53万0.17%39,312 6,57820.1% $48.11万 加仓
TRMB TRIMBLE INC $272.77万0.16%41,816 -80,014-65.7% -$521.93万 减仓
ZS ZSCALER INC $262.37万0.16%18,702 -3,399-15.4% -$47.68万 减仓
EWT ISHARES INC $249.21万0.15%35,139 -4,997-12.5% -$35.44万 减仓
GILD GILEAD SCIENCES INC $244.09万0.15%17,514 -90-0.5% -$1.25万 减仓
NEM NEWMONT CORP $239.65万0.14%22,139 -1,625-6.8% -$17.59万 减仓
MCO MOODYS CORP $239.37万0.14%5,487 -100-1.8% -$4.36万 减仓
SPY STATE STR SPDR S&P 500 ETF T $237.27万0.14%3,648 -18,618-83.6% -$1,210.92万 减仓
HP HELMERICH & PAYNE INC $223.84万0.13%62,125 1,7112.8% $6.16万 加仓
— INVESCO EXCH TRADED FD TR II $222.36万0.13%37,406 4,26812.9% $25.37万 加仓
AER AERCAP HOLDINGS NV $220.96万0.13%16,107 -2,326-12.6% -$31.91万 减仓
DGRO ISHARES TR $213.08万0.13%30,362 490.2% $3,439 加仓
EXPE EXPEDIA GROUP INC $211.10万0.13%9,143 -512-5.3% -$11.82万 减仓
DTE DTE ENERGY CO $210.82万0.13%14,418 -1,768-10.9% -$25.85万 减仓
AMLP ALPS ETF TR $197.97万0.12%37,609 7,65325.5% $40.29万 加仓
GWX SPDR INDEX SHS FDS $190.88万0.11%45,200 00.0% — 不变
MO ALTRIA GROUP INC $187.77万0.11%28,454 2,5379.8% $16.74万 加仓
— INVESCO EXCH TRADED FD TR II $184.14万0.11%120,508 45,79761.3% $69.98万 加仓
XLV SELECT SECTOR SPDR TR $182.65万0.11%12,458 -184-1.5% -$2.70万 减仓
FERG FERGUSON ENTERPRISES INC $180.61万0.11%7,743 7,743— $180.61万 新建仓
LOW LOWES COS INC $176.76万0.11%7,481 -6,282-45.6% -$148.43万 减仓
EPD ENTERPRISE PRODS PARTNERS L $173.06万0.10%45,734 -442-1.0% -$1.67万 减仓
PGR PROGRESSIVE CORP $159.40万0.09%8,041 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $157.26万0.09%2,305 -31-1.3% -$2.11万 减仓
VZ VERIZON COMMUNICATIONS INC $142.20万0.08%28,326 10,58459.7% $53.13万 加仓
AMT AMERICAN TOWER CORP $137.20万0.08%7,950 6,060320.6% $104.58万 加仓
CLH CLEAN HARBORS INC $136.48万0.08%4,760 -673-12.4% -$19.30万 减仓
ASML ASML HLDG NV $135.52万0.08%1,026 -431-29.6% -$56.93万 减仓
PM PHILIP MORRIS INTL INC $134.98万0.08%8,164 -69-0.8% -$1.14万 减仓
RTX RTX CORPORATION $131.13万0.08%6,798 100.1% $1,929 加仓
ELV ELEVANCE HEALTH INC FORMERLY $124.16万0.07%4,241 -85-2.0% -$2.49万 减仓
IWN ISHARES TR $123.90万0.07%6,535 -35-0.5% -$6,636 减仓
EWU ISHARES TR $122.32万0.07%26,849 -464-1.7% -$2.11万 减仓
PFE PFIZER INC $121.35万0.07%43,217 5,80015.5% $16.29万 加仓
WFC WELLS FARGO & CO $117.36万0.07%14,742 -689-4.5% -$5.49万 减仓
MNST MONSTER BEVERAGE CORP NEW $116.80万0.07%16,119 -9,190-36.3% -$66.59万 减仓
IVV ISHARES TR $113.01万0.07%1,730 794.8% $5.16万 加仓
EWL ISHARES INC $112.72万0.07%19,167 -1,087-5.4% -$6.39万 减仓
AZN ASTRAZENECA PLC $109.30万0.07%5,542 5,542— $109.30万 新建仓
MCD MCDONALDS CORP $106.79万0.06%3,436 -214-5.9% -$6.65万 减仓
GE GE AEROSPACE $106.19万0.06%3,742 -85-2.2% -$2.41万 减仓
TMO THERMO FISHER SCIENTIFIC INC $105.78万0.06%2,152 472.2% $2.31万 加仓
MRSH MARSH & MCLENNAN COS INC $99.07万0.06%5,712 -216-3.6% -$3.75万 重新持有
GEV GE VERNOVA INC $93.49万0.06%1,071 -31-2.8% -$2.71万 减仓
ECL ECOLAB INC $92.73万0.06%3,486 00.0% — 不变
VXUS VANGUARD STAR FDS $92.55万0.06%12,002 3,67744.2% $28.35万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $88.58万0.05%2,621 -504-16.1% -$17.03万 减仓
CME CME GROUP INC $87.75万0.05%2,971 -255-7.9% -$7.53万 减仓
INTC INTEL CORP $87.07万0.05%19,731 -1,352-6.4% -$5.97万 减仓
TXN TEXAS INSTRS INC $86.30万0.05%4,445 66717.7% $12.95万 加仓
WDC WESTERN DIGITAL CORP $85.85万0.05%3,174 -1,409-30.7% -$38.11万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $80.09万0.05%2,755 00.0% — 不变
EFG ISHARES TR $77.49万0.05%6,958 4957.7% $5.51万 加仓
IWP ISHARES TR $77.08万0.05%6,016 -1,258-17.3% -$16.12万 减仓
RELX RELX PLC $76.02万0.05%22,931 -3,290-12.5% -$10.91万 减仓
OMC OMNICOM GROUP INC $75.36万0.04%10,006 -358-3.5% -$2.70万 减仓
TRV TRAVELERS COMPANIES INC $67.52万0.04%2,315 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $67.28万0.04%2,585 00.0% — 不变
IGV ISHARES TR $66.90万0.04%8,357 -127-1.5% -$1.02万 减仓
UNH UNITEDHEALTH GROUP INC $63.10万0.04%2,332 1939.0% $5.22万 加仓
SHEL SHELL PLC $61.88万0.04%6,654 -197-2.9% -$1.83万 减仓
VEU VANGUARD INTL EQUITY INDEX F $61.04万0.04%8,128 00.0% — 不变
IP INTERNATIONAL PAPER CO $60.06万0.04%16,824 00.0% — 不变
BLK BLACKROCK INC $54.63万0.03%568 -96-14.5% -$9.23万 减仓
NOW SERVICENOW INC $54.04万0.03%5,169 -49,365-90.5% -$516.11万 减仓
GLW CORNING INC $52.04万0.03%3,827 00.0% — 不变
IWR ISHARES TR $49.41万0.03%5,082 -49-1.0% -$4,764 减仓
EMXC ISHARES INC $48.04万0.03%6,107 -24-0.4% -$1,888 减仓
AXP AMERICAN EXPRESS CO $46.91万0.03%1,551 -5-0.3% -$1,512 减仓
XBI SPDR SERIES TRUST $45.83万0.03%3,588 -132-3.5% -$1.69万 减仓
ADP AUTOMATIC DATA PROCESSING IN $44.90万0.03%2,210 00.0% — 不变
AMP AMERIPRISE FINL INC $42.84万0.03%964 -9-0.9% -$4,000 减仓
IWM ISHARES TR $40.00万0.02%1,613 70.4% $1,736 加仓
LMT LOCKHEED MARTIN CORP $38.80万0.02%642 -8-1.2% -$4,835 减仓
CI THE CIGNA GROUP $37.19万0.02%1,394 -26-1.8% -$6,936 减仓
MMM 3M CO $36.96万0.02%2,545 -35-1.4% -$5,083 减仓
IWF ISHARES TR $36.37万0.02%853 -539-38.7% -$22.98万 减仓
TJX TJX COS INC NEW $35.33万0.02%2,212 00.0% — 不变
ACN ACCENTURE PLC IRELAND $34.42万0.02%1,736 362.1% $7,138 加仓
BMY BRISTOL-MYERS SQUIBB CO $34.41万0.02%5,673 00.0% — 不变
DAR DARLING INGREDIENTS INC $33.40万0.02%5,400 5,400— $33.40万 新建仓
VUG VANGUARD INDEX FDS $33.20万0.02%760 547.6% $2.36万 加仓
VTV VANGUARD INDEX FDS $31.94万0.02%1,628 1127.4% $2.20万 加仓
IWD ISHARES TR $31.60万0.02%1,479 1,479— $31.60万 新建仓