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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $1.21亿 | 13.80% | 572,662 | -19,418 | -3.3% | -$410.01万 | 减仓 |
| IVW | ISHARES TR | $1.19亿 | 13.52% | 1,047,836 | 28,006 | 2.7% | $316.78万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.13亿 | 12.88% | 2,896,421 | 1,032,895 | 55.4% | $4,024.16万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.05亿 | 12.03% | 2,674,296 | -130,839 | -4.7% | -$515.90万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $6,791.95万 | 7.75% | 3,240,435 | 142,672 | 4.6% | $299.04万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $6,237.96万 | 7.12% | 1,017,280 | 15,791 | 1.6% | $96.83万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $5,199.67万 | 5.93% | 967,020 | 29,923 | 3.2% | $160.90万 | 加仓 |
| AGG | ISHARES TR | $3,471.79万 | 3.96% | 349,732 | 11,739 | 3.5% | $116.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,526.38万 | 2.88% | 687,262 | -1,132,508 | -62.2% | -$4,163.10万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $830.88万 | 0.95% | 117,174 | 15,306 | 15.0% | $108.53万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $748.23万 | 0.85% | 177,221 | 25,268 | 16.6% | $106.68万 | 加仓 |
| ITOT | ISHARES TR | $721.79万 | 0.82% | 50,677 | 3,317 | 7.0% | $47.24万 | 加仓 |
| AAPL | APPLE INC | $623.34万 | 0.71% | 24,561 | -1,040 | -4.1% | -$26.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $619.73万 | 0.71% | 104,420 | 12,032 | 13.0% | $71.41万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $512.79万 | 0.59% | 108,758 | -41,548 | -27.6% | -$195.90万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $497.86万 | 0.57% | 72,915 | 7,193 | 10.9% | $49.11万 | 加仓 |
| IVV | ISHARES TR | $474.32万 | 0.54% | 7,261 | -1,028 | -12.4% | -$67.15万 | 减仓 |
| TPIF | TIMOTHY PLAN | $468.14万 | 0.53% | 129,895 | 44,593 | 52.3% | $160.71万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $465.92万 | 0.53% | 195,296 | 13,281 | 7.3% | $31.68万 | 加仓 |
| ELCV | STRATEGY SHS | $442.99万 | 0.51% | 152,754 | -5,679 | -3.6% | -$16.47万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $421.24万 | 0.48% | 27,328 | 4,015 | 17.2% | $61.89万 | 加仓 |
| TPLC | TIMOTHY PLAN | $399.74万 | 0.46% | 86,077 | 1,034 | 1.2% | $4.80万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $373.80万 | 0.43% | 43,000 | 17,170 | 66.5% | $149.26万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $286.37万 | 0.33% | 84,114 | -23,796 | -22.1% | -$81.01万 | 减仓 |
| AMZN | AMAZON COM INC | $281.90万 | 0.32% | 13,536 | 27 | 0.2% | $5,623 | 加仓 |
| IJH | ISHARES TR | $280.58万 | 0.32% | 41,550 | -7,096 | -14.6% | -$47.92万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $268.25万 | 0.31% | 93,303 | 2,074 | 2.3% | $5.96万 | 加仓 |
| SO | SOUTHERN CO | $215.05万 | 0.25% | 22,280 | 227 | 1.0% | $2.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $213.71万 | 0.24% | 5,773 | 652 | 12.7% | $24.14万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $201.56万 | 0.23% | 86,433 | 6,352 | 7.9% | $14.81万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $193.92万 | 0.22% | 14,591 | 1,328 | 10.0% | $17.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $191.19万 | 0.22% | 6,500 | 73 | 1.1% | $2.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $185.73万 | 0.21% | 26,111 | 2,047 | 8.5% | $14.56万 | 加仓 |
| IEFA | ISHARES TR | $179.01万 | 0.20% | 19,773 | 5,052 | 34.3% | $45.74万 | 加仓 |
| SYK | STRYKER CORPORATION | $161.70万 | 0.18% | 4,921 | 40 | 0.8% | $1.31万 | 加仓 |
| IPAC | ISHARES TR | $160.49万 | 0.18% | 20,976 | -2,504 | -10.7% | -$19.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $151.12万 | 0.17% | 1,517 | 45 | 3.1% | $4.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $150.71万 | 0.17% | 8,642 | 216 | 2.6% | $3.77万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $147.23万 | 0.17% | 64,152 | 551 | 0.9% | $1.26万 | 加仓 |
| MPC | MARATHON PETE CORP | $141.45万 | 0.16% | 5,793 | 201 | 3.6% | $4.91万 | 加仓 |
| LLY | ELI LILLY & CO | $141.00万 | 0.16% | 1,533 | 23 | 1.5% | $2.12万 | 加仓 |
| V | VISA INC | $139.57万 | 0.16% | 4,618 | -39 | -0.8% | -$1.18万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $136.34万 | 0.16% | 12,298 | 915 | 8.0% | $10.14万 | 加仓 |
| COP | CONOCOPHILLIPS | $134.84万 | 0.15% | 10,215 | -1,987 | -16.3% | -$26.23万 | 减仓 |
| WMT | WALMART INC | $132.43万 | 0.15% | 10,656 | 217 | 2.1% | $2.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $132.02万 | 0.15% | 2,030 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $131.88万 | 0.15% | 39,051 | 10,979 | 39.1% | $37.08万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $129.59万 | 0.15% | 25,815 | 446 | 1.8% | $2.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $128.10万 | 0.15% | 3,748 | 12 | 0.3% | $4,101 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $125.24万 | 0.14% | 9,766 | 751 | 8.3% | $9.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $125.05万 | 0.14% | 3,643 | 77 | 2.2% | $2.64万 | 加仓 |
| C | CITIGROUP INC | $120.19万 | 0.14% | 10,597 | 406 | 4.0% | $4.60万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $115.16万 | 0.13% | 28,811 | -1,255 | -4.2% | -$5.02万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $107.98万 | 0.12% | 19,547 | 598 | 3.2% | $3.30万 | 加仓 |
| — | EXXON MOBIL CORP | $100.78万 | 0.12% | 5,940 | 29 | 0.5% | $4,920 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $100.48万 | 0.11% | 22,827 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $98.07万 | 0.11% | 2,902 | 73 | 2.6% | $2.47万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $97.49万 | 0.11% | 7,940 | 390 | 5.2% | $4.79万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $91.51万 | 0.10% | 18,063 | 75 | 0.4% | $3,800 | 加仓 |
| CSCO | CISCO SYS INC | $89.88万 | 0.10% | 11,583 | -191 | -1.6% | -$1.48万 | 减仓 |
| PLAB | PHOTRONICS INC | $88.76万 | 0.10% | 21,966 | 761 | 3.6% | $3.08万 | 加仓 |
| MLPX | GLOBAL X FDS | $87.06万 | 0.10% | 11,775 | 410 | 3.6% | $3.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $86.58万 | 0.10% | 26,614 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $84.42万 | 0.10% | 16,607 | 16 | 0.1% | $813 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $84.22万 | 0.10% | 17,580 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $82.28万 | 0.09% | 3,851 | 83 | 2.2% | $1.77万 | 加仓 |
| SN | SHARKNINJA INC | $80.94万 | 0.09% | 7,643 | 304 | 4.1% | $3.22万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $80.88万 | 0.09% | 1,709 | 48 | 2.9% | $2.27万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $78.18万 | 0.09% | 15,448 | 99 | 0.6% | $5,010 | 加仓 |
| IJR | ISHARES TR | $75.98万 | 0.09% | 6,112 | -959 | -13.6% | -$11.92万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $74.45万 | 0.08% | 12,666 | 415 | 3.4% | $2.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.01万 | 0.08% | 3,012 | -15 | -0.5% | -$3,636 | 减仓 |
| ENSG | ENSIGN GROUP INC | $72.16万 | 0.08% | 3,581 | 93 | 2.7% | $1.87万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $71.12万 | 0.08% | 6,727 | 161 | 2.5% | $1.70万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $70.06万 | 0.08% | 7,593 | 7,593 | — | $70.06万 | 新建仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $69.52万 | 0.08% | 17,960 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $69.20万 | 0.08% | 12,390 | 889 | 7.7% | $4.97万 | 加仓 |
| GOOGL | ALPHABET INC | $68.62万 | 0.08% | 2,386 | -21 | -0.9% | -$6,040 | 减仓 |
| OMC | OMNICOM GROUP INC | $67.06万 | 0.08% | 8,904 | 1,442 | 19.3% | $10.86万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $65.92万 | 0.08% | 17,715 | 636 | 3.7% | $2.37万 | 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 |
| DOV | DOVER CORP | $62.02万 | 0.07% | 2,975 | 102 | 3.6% | $2.13万 | 加仓 |
| PSX | PHILLIPS 66 | $59.68万 | 0.07% | 3,276 | -2,295 | -41.2% | -$41.81万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $59.24万 | 0.07% | 10,451 | 541 | 5.5% | $3.07万 | 加仓 |
| ETN | EATON CORP PLC | $58.94万 | 0.07% | 1,648 | 24 | 1.5% | $8,584 | 加仓 |
| PGR | PROGRESSIVE CORP | $58.18万 | 0.07% | 2,935 | 151 | 5.4% | $2.99万 | 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 |
| APPF | APPFOLIO INC | $55.60万 | 0.06% | 3,523 | 210 | 6.3% | $3.31万 | 加仓 |
| SLV | ISHARES SILVER TR | $54.33万 | 0.06% | 7,973 | 402 | 5.3% | $2.74万 | 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 |
| DKS | DICKS SPORTING GOODS INC | $52.90万 | 0.06% | 2,668 | 123 | 4.8% | $2.44万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $52.68万 | 0.06% | 13,890 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $50.97万 | 0.06% | 1,051 | 70 | 7.1% | $3.39万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $50.86万 | 0.06% | 3,521 | -158 | -4.3% | -$2.28万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.12万 | 0.06% | 16,215 | 16,215 | — | $50.12万 | 新建仓 |
| — | 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 | $49.67万 | 0.06% | 12,858 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $48.76万 | 0.06% | 669 | 34 | 5.4% | $2.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $46.35万 | 0.05% | 803 | -21 | -2.5% | -$1.21万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $46.16万 | 0.05% | 10,112 | 2,468 | 32.3% | $11.27万 | 加仓 |