LVZ, Inc.
Holland MI · SEC CIK 0001574408
$8.76亿2026Q1 申报市值
161持仓数
80.8%前十大占比 · 第一大 13.8%
10 / 10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
DFAI 加仓+$4,024.16万
IVW 加仓+$316.78万
FTCB 加仓+$299.04万
JBND 加仓+$160.90万
TPIF 加仓+$160.71万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$4,163.10万
SDVY 减仓-$515.90万
IVE 减仓-$410.01万
BIBL 减仓-$195.90万
OEF 清仓-$190.07万
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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -5,542 | -100.0% | -$190.07万 | 清仓 |
| FVAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGYS | AGILYSYS INC | $0 | 0.00% | 0 | -4,754 | -100.0% | -$56.50万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -13,581 | -100.0% | -$51.55万 | 清仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,638 | -100.0% | -$41.09万 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,192 | -100.0% | -$29.62万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -461 | -100.0% | -$24.09万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,512 | -100.0% | -$23.31万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,246 | -100.0% | -$22.11万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,280 | -100.0% | -$22.03万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -1,523 | -100.0% | -$21.29万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKSTONE MORTGAGE TRUST IN | $4.95万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $6.65万 | 0.01% | 11,658 | 0 | 0.0% | — | 不变 |
| — | NEW FOUND GOLD CORP | $10.50万 | 0.01% | 54,119 | 54,119 | — | $10.50万 | 新建仓 |
| GROY | GOLD ROYALTY CORP | $10.56万 | 0.01% | 29,499 | 29,499 | — | $10.56万 | 新建仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $11.05万 | 0.01% | 23,270 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $13.60万 | 0.02% | 15,490 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $13.98万 | 0.02% | 12,682 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $14.67万 | 0.02% | 10,163 | -46 | -0.5% | -$664 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $19.15万 | 0.02% | 35,991 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $20.07万 | 0.02% | 10,053 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $20.23万 | 0.02% | 3,907 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $20.23万 | 0.02% | 4,987 | -36 | -0.7% | -$1,461 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $20.48万 | 0.02% | 11,500 | 11,500 | — | $20.48万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $20.64万 | 0.02% | 5,300 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $20.72万 | 0.02% | 4,104 | -51 | -1.2% | -$2,575 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.84万 | 0.02% | 5,240 | -1,162 | -18.2% | -$4.62万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $20.99万 | 0.02% | 3,333 | -88 | -2.6% | -$5,541 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $21.24万 | 0.02% | 1,337 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $21.78万 | 0.02% | 759 | 4 | 0.5% | $1,148 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $22.02万 | 0.03% | 1,681 | 1,681 | — | $22.02万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.03万 | 0.03% | 5,128 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $22.43万 | 0.03% | 2,400 | 2,400 | — | $22.43万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $22.63万 | 0.03% | 1,955 | -1,893 | -49.2% | -$21.92万 | 重新持有 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $22.76万 | 0.03% | 5,351 | 5,351 | — | $22.76万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.79万 | 0.03% | 6,095 | 0 | 0.0% | — | 不变 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $23.82万 | 0.03% | 5,908 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $24.02万 | 0.03% | 339 | -41 | -10.8% | -$2.90万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.30万 | 0.03% | 3,323 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $24.31万 | 0.03% | 2,500 | -1,067 | -29.9% | -$10.37万 | 减仓 |
| ABBV | ABBVIE INC | $24.58万 | 0.03% | 1,130 | -110 | -8.9% | -$2.39万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.61万 | 0.03% | 8,288 | 8,288 | — | $24.61万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $25.22万 | 0.03% | 422 | 5 | 1.2% | $2,988 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $25.80万 | 0.03% | 3,431 | -968 | -22.0% | -$7.28万 | 减仓 |
| ISTB | ISHARES TR | $25.85万 | 0.03% | 5,335 | -87 | -1.6% | -$4,216 | 减仓 |
| SUSA | ISHARES TR | $27.32万 | 0.03% | 2,068 | -981 | -32.2% | -$12.96万 | 减仓 |
| USMV | ISHARES TR | $27.34万 | 0.03% | 2,948 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $27.35万 | 0.03% | 5,123 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.90万 | 0.03% | 751 | 5 | 0.7% | $1,858 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.30万 | 0.03% | 6,017 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $29.53万 | 0.03% | 14,050 | 666 | 5.0% | $1.40万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.54万 | 0.03% | 3,185 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $32.53万 | 0.04% | 2,600 | -261 | -9.1% | -$3.27万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.54万 | 0.04% | 9,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $34.29万 | 0.04% | 793 | 57 | 7.7% | $2.46万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $34.87万 | 0.04% | 9,653 | 9,653 | — | $34.87万 | 新建仓 |
| PAY | PAYMENTUS HOLDINGS INC | $34.95万 | 0.04% | 13,760 | 713 | 5.5% | $1.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.99万 | 0.04% | 1,691 | 43 | 2.6% | $8,897 | 加仓 |
| HD | HOME DEPOT INC | $35.95万 | 0.04% | 1,093 | 45 | 4.3% | $1.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $36.31万 | 0.04% | 1,485 | -141 | -8.7% | -$3.45万 | 减仓 |
| EMR | EMERSON ELEC CO | $37.21万 | 0.04% | 2,840 | 7 | 0.2% | $917 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.35万 | 0.04% | 11,799 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $38.35万 | 0.04% | 878 | -34 | -3.7% | -$1.49万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $39.23万 | 0.04% | 8,443 | 893 | 11.8% | $4.15万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $39.66万 | 0.05% | 9,513 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $40.19万 | 0.05% | 7,419 | 427 | 6.1% | $2.31万 | 加仓 |
| GNTX | GENTEX CORP | $42.10万 | 0.05% | 19,269 | -513 | -2.6% | -$1.12万 | 减仓 |
| GOOG | ALPHABET INC | $42.34万 | 0.05% | 1,476 | -7 | -0.5% | -$2,008 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.34万 | 0.05% | 473 | 4 | 0.9% | $3,581 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $42.73万 | 0.05% | 2,579 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.74万 | 0.05% | 892 | 16 | 1.8% | $7,667 | 加仓 |
| SPIB | SPDR SERIES TRUST | $42.75万 | 0.05% | 12,747 | 777 | 6.5% | $2.61万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $46.16万 | 0.05% | 10,112 | 2,468 | 32.3% | $11.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $46.35万 | 0.05% | 803 | -21 | -2.5% | -$1.21万 | 减仓 |
| URI | UNITED RENTALS INC | $48.76万 | 0.06% | 669 | 34 | 5.4% | $2.48万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.67万 | 0.06% | 12,858 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.11万 | 0.06% | 16,720 | 8,368 | 100.2% | $25.08万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.12万 | 0.06% | 16,215 | 16,215 | — | $50.12万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $50.86万 | 0.06% | 3,521 | -158 | -4.3% | -$2.28万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $50.97万 | 0.06% | 1,051 | 70 | 7.1% | $3.39万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $52.68万 | 0.06% | 13,890 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $52.90万 | 0.06% | 2,668 | 123 | 4.8% | $2.44万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $54.08万 | 0.06% | 14,608 | 4,323 | 42.0% | $16.00万 | 加仓 |
| SLV | ISHARES SILVER TR | $54.33万 | 0.06% | 7,973 | 402 | 5.3% | $2.74万 | 加仓 |
| APPF | APPFOLIO INC | $55.60万 | 0.06% | 3,523 | 210 | 6.3% | $3.31万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $55.97万 | 0.06% | 31,534 | 2,008 | 6.8% | $3.56万 | 加仓 |
| PGR | PROGRESSIVE CORP | $58.18万 | 0.07% | 2,935 | 151 | 5.4% | $2.99万 | 加仓 |
| ETN | EATON CORP PLC | $58.94万 | 0.07% | 1,648 | 24 | 1.5% | $8,584 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $59.24万 | 0.07% | 10,451 | 541 | 5.5% | $3.07万 | 加仓 |
| PSX | PHILLIPS 66 | $59.68万 | 0.07% | 3,276 | -2,295 | -41.2% | -$41.81万 | 减仓 |
| DOV | DOVER CORP | $62.02万 | 0.07% | 2,975 | 102 | 3.6% | $2.13万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $65.72万 | 0.07% | 15,681 | 9,635 | 159.4% | $40.38万 | 加仓 |