13F 机构持仓

LVZ, Inc.

Holland MI · SEC CIK 0001574408

2026Q22026Q1 更早 9 个季度 🔒
$9.84亿2026Q2 申报市值
177持仓数
79.0%前十大占比 · 第一大 14.5%
14 / 7新建仓 / 清仓
申报市值走势$9.84亿2026Q2
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

IVW 14.5%
IVE 13.3%
DFAI 12.2%
SDVY 11.9%
JQUA 7.5%
FTCB 6.9%
JBND 5.2%
AGG 3.6%
DIMENSIONAL ET 3.0%
DFUS 1.0%

2026Q2 买入最多 按季末市值估算

IJR 加仓+$141.43万
FQAL 新建仓+$132.64万
IJH 加仓+$131.48万
SDVY 加仓+$128.45万
IVV 加仓+$124.76万

2026Q2 卖出最多 按季末市值估算

IVW 减仓-$150.38万
FVAL 重新持有-$67.09万
IEMG 重新持有-$66.10万
IWC 重新持有-$59.87万
IEUR 重新持有-$50.30万

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
IVW ISHARES TR $1.43亿14.49%1,036,902 -10,934-1.0% -$150.38万 减仓
IVE ISHARES TR $1.31亿13.29%575,983 3,3210.6% $75.41万 加仓
DFAI DIMENSIONAL ETF TRUST $1.20亿12.23%2,918,971 22,5500.8% $93.02万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $1.17亿11.85%2,704,072 29,7761.1% $128.45万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $7,341.58万7.46%1,015,715 -1,565-0.2% -$11.31万 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $6,762.77万6.87%3,242,759 2,3240.1% $4.85万 加仓
JBND J P MORGAN EXCHANGE TRADED F $5,162.26万5.24%964,908 -2,112-0.2% -$11.30万 减仓
AGG ISHARES TR $3,556.81万3.61%359,346 9,6142.7% $95.16万 加仓
— DIMENSIONAL ETF TRUST $2,921.72万2.97%700,148 12,8861.9% $53.77万 加仓
DFUS DIMENSIONAL ETF TRUST $1,011.06万1.03%123,390 6,2165.3% $50.93万 加仓
ITOT ISHARES TR $869.27万0.88%52,917 2,2404.4% $36.80万 加仓
DFCF DIMENSIONAL ETF TRUST $804.22万0.82%190,528 13,3077.5% $56.17万 加仓
— DIMENSIONAL ETF TRUST $733.80万0.75%110,345 5,9255.7% $39.40万 加仓
AAPL APPLE INC $679.23万0.69%23,474 -1,087-4.4% -$31.45万 减仓
IVV ISHARES TR $668.51万0.68%8,927 1,66622.9% $124.76万 加仓
BIBL NORTHERN LTS FD TR IV $626.62万0.64%108,263 -495-0.5% -$2.87万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $574.55万0.58%70,880 -2,035-2.8% -$16.50万 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $509.58万0.52%26,298 -1,030-3.8% -$19.96万 减仓
ELCV STRATEGY SHS $501.15万0.51%152,464 -290-0.2% -$9,532 减仓
TPIF TIMOTHY PLAN $484.28万0.49%129,799 -96-0.1% -$3,582 减仓
IBD NORTHERN LTS FD TR IV $469.75万0.48%197,625 2,3291.2% $5.54万 加仓
IJH ISHARES TR $451.87万0.46%58,601 17,05141.0% $131.48万 加仓
TPLC TIMOTHY PLAN $435.00万0.44%86,396 3190.4% $1.61万 加仓
FDT FIRST TR EXCH TRD ALPHDX FD $394.48万0.40%41,666 -1,334-3.1% -$12.63万 减仓
AMZN AMAZON COM INC $335.58万0.34%14,080 5444.0% $12.97万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $300.60万0.31%81,239 -2,875-3.4% -$10.64万 减仓
XLK SELECT SECTOR SPDR TR $290.79万0.30%15,263 6724.6% $12.80万 加仓
INCM FRANKLIN TEMPLETON ETF TR $275.85万0.28%95,599 2,2962.5% $6.63万 加仓
MSFT MICROSOFT CORP $236.51万0.24%6,340 5679.8% $21.15万 加仓
IJR ISHARES TR $232.08万0.24%15,648 9,536156.0% $141.43万 加仓
SPHY SPDR SERIES TRUST $228.16万0.23%97,338 10,90512.6% $25.56万 加仓
AMAT APPLIED MATLS INC $227.32万0.23%3,144 -604-16.1% -$43.67万 减仓
— DIMENSIONAL ETF TRUST $227.31万0.23%27,606 1,4955.7% $12.31万 加仓
JPM JPMORGAN CHASE & CO $220.20万0.22%6,727 2273.5% $7.43万 加仓
SO SOUTHERN CO $217.98万0.22%22,775 4952.2% $4.74万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $207.36万0.21%56,763 17,71245.4% $64.70万 加仓
IEFA ISHARES TR $185.76万0.19%19,234 -539-2.7% -$5.21万 减仓
SYK STRYKER CORPORATION $183.02万0.19%5,813 89218.1% $28.08万 加仓
V VISA INC $180.56万0.18%5,263 64514.0% $22.13万 加仓
NVDA NVIDIA CORPORATION $175.29万0.18%8,761 1191.4% $2.38万 加仓
LLY ELI LILLY & CO $172.84万0.18%1,441 -92-6.0% -$11.03万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $159.61万0.16%66,922 2,7704.3% $6.61万 加仓
IWC ISHARES TR $153.90万0.16%7,694 -2,993-28.0% -$59.87万 重新持有
SPY STATE STR SPDR S&P 500 ETF T $148.12万0.15%1,983 -47-2.3% -$3.51万 减仓
LRCX LAM RESEARCH CORP $147.94万0.15%3,414 -437-11.3% -$18.94万 减仓
IEMG ISHARES INC $147.21万0.15%17,770 -7,979-31.0% -$66.10万 重新持有
COST COSTCO WHOLESALE CORPORATION $146.38万0.15%1,565 483.2% $4.49万 加仓
IPAC ISHARES TR $145.64万0.15%17,776 -3,200-15.3% -$26.22万 减仓
ISMD NORTHERN LTS FD TR IV $143.22万0.15%28,646 -165-0.6% -$8,250 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $141.15万0.14%2,956 541.9% $2.58万 加仓
XLC SELECT SECTOR SPDR TR $141.04万0.14%13,166 8687.1% $9.30万 加仓
ANET ARISTA NETWORKS INC $136.21万0.14%8,018 781.0% $1.33万 加仓
FVAL FIDELITY COVINGTON TRUST $135.87万0.14%17,433 -8,608-33.1% -$67.09万 重新持有
FNX FIRST TR EXCHANGE-TRADED ALP $135.59万0.14%9,265 -501-5.1% -$7.33万 减仓
GD GENERAL DYNAMICS CORP $133.88万0.14%3,779 1363.7% $4.82万 加仓
IEUR ISHARES TR $133.75万0.14%17,793 -6,691-27.3% -$50.30万 重新持有
FQAL FIDELITY COVINGTON TRUST $132.64万0.13%16,302 16,302— $132.64万 新建仓
HYG ISHARES TR $131.70万0.13%16,469 -4,982-23.2% -$39.84万 重新持有
C CITIGROUP INC $131.28万0.13%9,380 -1,217-11.5% -$17.03万 减仓
MPC MARATHON PETE CORP $129.36万0.13%5,060 -733-12.7% -$18.74万 减仓
FDVV FIDELITY COVINGTON TRUST $128.41万0.13%21,298 1,7519.0% $10.56万 加仓
WMT WALMART INC $122.52万0.12%10,818 1621.5% $1.83万 加仓
CSCO CISCO SYS INC $120.92万0.12%10,295 -1,288-11.1% -$15.13万 减仓
CASS CASS INFORMATION SYS INC $117.15万0.12%22,827 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $115.52万0.12%27,285 1,4705.7% $6.22万 加仓
SN SHARKNINJA INC $111.91万0.11%7,350 -293-3.8% -$4.46万 减仓
COP CONOCOPHILLIPS $104.72万0.11%10,073 -142-1.4% -$1.48万 减仓
— FIRST TR EXCHNG TRADED FD VI $99.75万0.10%29,688 3,07411.6% $10.33万 加仓
APPF APPFOLIO INC $99.30万0.10%6,193 2,67075.8% $42.81万 加仓
MLPX GLOBAL X FDS $92.80万0.09%12,599 8247.0% $6.07万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $90.27万0.09%17,580 00.0% — 不变
RHP RYMAN HOSPITALITY PPTYS INC $89.56万0.09%6,967 -626-8.2% -$8.05万 减仓
PGR PROGRESSIVE CORP $88.34万0.09%4,044 1,10937.8% $24.23万 加仓
FMB FIRST TR EXCH TRADED FD III $88.32万0.09%17,194 -869-4.8% -$4.46万 减仓
IBM INTERNATIONAL BUSINESS MACHS $87.71万0.09%3,119 1073.6% $3.01万 加仓
GOOGL ALPHABET INC $87.53万0.09%2,449 632.6% $2.25万 加仓
PLAB PHOTRONICS INC $86.52万0.09%26,598 4,63221.1% $15.07万 加仓
NEAR ISHARES U S ETF TR $82.18万0.08%16,222 -385-2.3% -$1.95万 减仓
HCA HCA HEALTHCARE INC $81.34万0.08%2,086 37722.1% $14.70万 加仓
SPOT SPOTIFY TECHNOLOGY S A $81.28万0.08%1,770 71968.4% $33.02万 加仓
OMC OMNICOM GROUP INC $79.47万0.08%10,912 2,00822.6% $14.62万 加仓
JPST J P MORGAN EXCHANGE TRADED F $78.63万0.08%15,548 1000.6% $5,057 加仓
— EXXON MOBIL CORP $78.60万0.08%5,749 -191-3.2% -$2.61万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $75.55万0.08%12,390 00.0% — 不变
GAUG FIRST TR EXCHNG TRADED FD VI $74.39万0.08%17,960 00.0% — 不变
ETN EATON CORP PLC $71.52万0.07%1,678 301.8% $1.28万 加仓
GJAN FIRST TR EXCHNG TRADED FD VI $70.60万0.07%15,681 00.0% — 不变
JXN JACKSON FINANCIAL INC $69.32万0.07%6,770 430.6% $4,403 加仓
URI UNITED RENTALS INC $68.84万0.07%608 -61-9.1% -$6.91万 减仓
— FIRST TR EXCHNG TRADED FD VI $68.54万0.07%21,773 5,55834.3% $17.50万 加仓
ENSG ENSIGN GROUP INC $68.35万0.07%4,264 68319.1% $10.95万 加仓
DOV DOVER CORP $66.82万0.07%2,979 40.1% $897 加仓
DKS DICKS SPORTING GOODS INC $66.39万0.07%2,927 2599.7% $5.87万 加仓
PRDO PERDOCEO ED CORP $66.18万0.07%20,681 2,96616.7% $9.49万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $65.79万0.07%11,648 1,19711.5% $6.76万 加仓
FPE FIRST TR EXCH TRADED FD III $62.65万0.06%35,039 3,50511.1% $6.27万 加仓
INTU INTUIT $62.05万0.06%2,378 1,585199.9% $41.36万 加仓
FCX FREEPORT MCMORAN INC $61.59万0.06%9,794 -2,872-22.7% -$18.06万 减仓
— FIRST TR EXCHNG TRADED FD VI $60.98万0.06%14,678 1,82014.2% $7.56万 加仓
PSN PARSONS CORP DEL $60.78万0.06%11,602 4,18356.4% $21.91万 加仓