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
STK COLUMBIA SELIGM PREM TECH GR $59.88万0.06%11,115 -2,775-20.0% -$14.95万 减仓
QQQ INVESCO QQQ TR $59.13万0.06%803 00.0% — 不变
GDEC FIRST TR EXCHNG TRADED FD VI $58.15万0.06%14,608 00.0% — 不变
GOOG ALPHABET INC $56.94万0.06%1,612 1369.2% $4.80万 加仓
— FIRST TR EXCHNG TRADED FD VI $55.19万0.06%13,500 8,260157.6% $33.77万 加仓
PSX PHILLIPS 66 $54.93万0.06%3,249 -27-0.8% -$4,565 减仓
PAY PAYMENTUS HOLDINGS INC $52.70万0.05%21,812 8,05258.5% $19.45万 加仓
PG PROCTER & GAMBLE CO $51.80万0.05%3,533 120.3% $1,759 加仓
— FIRST TR EXCHNG TRADED FD VI $51.04万0.05%16,747 270.2% $823 加仓
SPDW SPDR INDEX SHS FDS $50.95万0.05%10,112 00.0% — 不变
GNTX GENTEX CORP $49.09万0.05%19,427 1580.8% $3,993 加仓
SPIB SPDR SERIES TRUST $47.39万0.05%14,162 1,41511.1% $4.73万 加仓
PH PARKER-HANNIFIN CORP $46.66万0.05%477 40.8% $3,913 加仓
— FIRST TR EXCHNG TRADED FD VI $46.35万0.05%14,118 2,31919.7% $7.61万 加仓
AMD ADVANCED MICRO DEVICES INC $45.76万0.05%788 788— $45.76万 新建仓
PPA INVESCO EXCHANGE TRADED FD T $45.56万0.05%2,579 00.0% — 不变
VUG VANGUARD INDEX FDS $45.43万0.05%5,274 60.1% $517 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $44.79万0.05%895 30.3% $1,501 加仓
FITB FIFTH THIRD BANCORP $44.34万0.05%7,865 -578-6.8% -$3.26万 减仓
SLV ISHARES SILVER TR $42.63万0.04%7,973 00.0% — 不变
GMAR FIRST TR EXCHNG TRADED FD VI $42.09万0.04%9,513 00.0% — 不变
EMR EMERSON ELEC CO $40.72万0.04%2,844 40.1% $573 加仓
CAT CATERPILLAR INC $39.32万0.04%369 308.8% $3.20万 加仓
CRWD CROWDSTRIKE HLDGS INC $39.23万0.04%514 122.4% $9,160 重新持有
JNJ JOHNSON & JOHNSON $39.11万0.04%1,540 553.7% $1.40万 加仓
HD HOME DEPOT INC $38.20万0.04%1,083 -10-0.9% -$3,527 减仓
DMAY FIRST TR EXCHNG TRADED FD VI $37.80万0.04%8,022 8,022— $37.80万 新建仓
— FIRST TR EXCHNG TRADED FD VI $37.07万0.04%9,653 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $35.55万0.04%9,000 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $34.86万0.04%7,846 2,71853.0% $12.08万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $32.99万0.03%7,917 7,917— $32.99万 新建仓
TSLA TESLA INC $32.74万0.03%778 273.6% $1.14万 加仓
GSLC GOLDMAN SACHS ETF TR $32.10万0.03%2,262 -338-13.0% -$4.80万 减仓
SUSA ISHARES TR $31.91万0.03%2,068 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $30.91万0.03%3,431 00.0% — 不变
FNOV FIRST TR EXCHNG TRADED FD VI $29.96万0.03%5,123 00.0% — 不变
FTCS FIRST TR EXCHANGE-TRADED FD $29.88万0.03%3,181 -4-0.1% -$376 减仓
— FIRST TR EXCHNG TRADED FD VI $29.69万0.03%9,511 9,511— $29.69万 新建仓
— FIRST TR EXCHNG TRADED FD VI $29.65万0.03%6,017 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $29.28万0.03%1,348 110.8% $2,389 加仓
ABBV ABBVIE INC $28.97万0.03%1,151 211.9% $5,286 加仓
— FIRST TR EXCHNG TRADED FD VI $28.90万0.03%8,573 8,573— $28.90万 新建仓
CVX CHEVRON CORPORATION $28.04万0.03%1,692 10.1% $166 加仓
IWR ISHARES TR $27.98万0.03%2,536 361.4% $3,972 加仓
CII BLACKROCK ENHANCED LARGE CAP $27.13万0.03%10,376 -3,674-26.1% -$9.61万 减仓
USMV ISHARES TR $27.03万0.03%2,802 -146-5.0% -$1.41万 减仓
XDEC FIRST TR EXCHNG TRADED FD VI $25.31万0.03%5,908 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $25.18万0.03%8,288 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $25.17万0.03%7,373 7,373— $25.17万 新建仓
GMAY FIRST TR EXCHNG TRADED FD VI $24.69万0.03%5,737 5,737— $24.69万 新建仓
QBTS D-WAVE QUANTUM INC $24.38万0.02%10,163 00.0% — 不变
DJAN FIRST TR EXCHNG TRADED FD VI $24.36万0.02%5,351 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $24.15万0.02%6,095 00.0% — 不变
NSC NORFOLK SOUTHN CORP $23.89万0.02%759 00.0% — 不变
TTC TORO CO $23.38万0.02%2,400 00.0% — 不变
AVGO BROADCOM INC $23.17万0.02%613 356.1% $1.32万 重新持有
FMHI FIRST TR EXCH TRADED FD III $23.07万0.02%4,758 4,758— $23.07万 新建仓
WEC WEC ENERGY GROUP INC $22.86万0.02%1,958 30.2% $350 加仓
ISTB ISHARES TR $22.58万0.02%4,680 -655-12.3% -$3.16万 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $22.15万0.02%5,300 00.0% — 不变
FAUG FIRST TR EXCHNG TRADED FD VI $22.08万0.02%3,907 00.0% — 不变
FOCT FIRST TR EXCHNG TRADED FD VI $21.66万0.02%4,142 00.0% — 重新持有
DUK DUKE ENERGY CORP NEW $21.62万0.02%1,708 271.6% $3,418 加仓
VCR VANGUARD WORLD FD $21.34万0.02%538 00.0% — 重新持有
FDD FIRST TR EXCHANGE-TRADED FD $21.33万0.02%11,500 00.0% — 不变
CIEN CIENA CORP $21.20万0.02%432 432— $21.20万 新建仓
UNH UNITEDHEALTH GROUP INC $21.19万0.02%510 510— $21.19万 新建仓
DIA STATE STR SPDR DOW JONES IND $21.14万0.02%405 405— $21.14万 新建仓
GE GE AEROSPACE $20.94万0.02%560 560— $20.94万 新建仓
SPLV INVESCO EXCH TRADED FD TR II $20.92万0.02%2,793 -530-15.9% -$3.97万 减仓
DSI ISHARES TR $20.69万0.02%1,453 1,453— $20.69万 新建仓
FSMB FIRST TR EXCH TRADED FD III $20.10万0.02%10,053 00.0% — 不变
GGN GAMCO GLOBAL GOLD NAT RES & $13.54万0.01%27,982 -8,009-22.3% -$3.88万 减仓
— NEW FOUND GOLD CORP $8.33万0.01%54,119 00.0% — 不变
GROY GOLD ROYALTY CORP $8.14万0.01%29,499 00.0% — 不变
— LIBERTY ALL-STAR GROWTH FD I $5.85万0.01%10,701 -12,569-54.0% -$6.88万 减仓
— BLACKSTONE MORTGAGE TRUST IN $4.97万0.01%50,000 00.0% — 不变
VOO VANGUARD INDEX FDS $00.00%0 -422-100.0% -$25.22万 清仓
XMLV INVESCO EXCH TRADED FD TR II $00.00%0 -3,333-100.0% -$20.99万 清仓
SLQD ISHARES TR $00.00%0 -4,104-100.0% -$20.72万 清仓
HYLS FIRST TR EXCHANGE-TRADED FD $00.00%0 -4,987-100.0% -$20.23万 清仓
GOF GUGGENHEIM STRATEGIC OPPORTU $00.00%0 -12,682-100.0% -$13.98万 清仓
ETW EATON VANCE TAX-MANAGED GLOB $00.00%0 -15,490-100.0% -$13.60万 清仓
— VOYA GLBL EQTY DIV & PREM OP $00.00%0 -11,658-100.0% -$6.65万 清仓