LMCG INVESTMENTS, LLC
BOSTON MA · SEC CIK 0001470944
$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
26Q126Q2
前十大持仓 占组合比例
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 | 6,288 | 32.9% | $98.90万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $395.46万 | 0.24% | 146,957 | 17,051 | 13.1% | $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 | 2,171 | 3.1% | $11.73万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $372.78万 | 0.22% | 26,027 | 659 | 2.6% | $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 | 1,324 | 13.4% | $43.55万 | 加仓 |
| ETSY | ETSY INC | $357.70万 | 0.21% | 71,569 | 249 | 0.3% | $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 | 6,858 | 12.2% | $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 | 5,514 | 12.9% | $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 | 6,578 | 20.1% | $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 | 1,711 | 2.8% | $6.16万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $222.36万 | 0.13% | 37,406 | 4,268 | 12.9% | $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 | 49 | 0.2% | $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 | 7,653 | 25.5% | $40.29万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $190.88万 | 0.11% | 45,200 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $187.77万 | 0.11% | 28,454 | 2,537 | 9.8% | $16.74万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $184.14万 | 0.11% | 120,508 | 45,797 | 61.3% | $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 | 0 | 0.0% | — | 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 | 10,584 | 59.7% | $53.13万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $137.20万 | 0.08% | 7,950 | 6,060 | 320.6% | $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 | 10 | 0.1% | $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 | 5,800 | 15.5% | $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 | 79 | 4.8% | $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 | 47 | 2.2% | $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 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $92.55万 | 0.06% | 12,002 | 3,677 | 44.2% | $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 | 667 | 17.7% | $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 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $77.49万 | 0.05% | 6,958 | 495 | 7.7% | $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 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $67.28万 | 0.04% | 2,585 | 0 | 0.0% | — | 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 | 193 | 9.0% | $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 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $60.06万 | 0.04% | 16,824 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 7 | 0.4% | $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 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $34.42万 | 0.02% | 1,736 | 36 | 2.1% | $7,138 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.41万 | 0.02% | 5,673 | 0 | 0.0% | — | 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 | 54 | 7.6% | $2.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $31.94万 | 0.02% | 1,628 | 112 | 7.4% | $2.20万 | 加仓 |
| IWD | ISHARES TR | $31.60万 | 0.02% | 1,479 | 1,479 | — | $31.60万 | 新建仓 |