LGL PARTNERS, LLC
PHILADELPHIA PA · SEC CIK 0001653202
$2.73亿2026Q2 申报市值
62持仓数
80.4%前十大占比 · 第一大 26.9%
7 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 新建仓+$56.66万
ICSH 新建仓+$50.27万
VCSH 新建仓+$46.14万
IGV 加仓+$42.63万
HDV 加仓+$36.08万
2026Q2 卖出最多 按季末市值估算
LLY 清仓-$118.88万
LQDA 清仓-$109.45万
CPNG 清仓-$84.96万
SBRA 减仓-$78.04万
JPM 清仓-$61.52万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1,293 | -100.0% | -$118.88万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION | $0 | 0.00% | 0 | -29,000 | -100.0% | -$109.45万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$84.96万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -2,091 | -100.0% | -$61.52万 | 清仓 |
| — | UNIFI INC | $0 | 0.00% | 0 | -169,040 | -100.0% | -$60.35万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$53.23万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$53.20万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -6,154 | -100.0% | -$27.16万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$24.39万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,668 | -100.0% | -$24.12万 | 清仓 |
| OPK | OPKO HEALTH INC | $0 | 0.00% | 0 | -44,507 | -100.0% | -$5.07万 | 清仓 |
| PHR | PHREESIA INC | $12.85万 | 0.05% | 12,487 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $19.79万 | 0.07% | 10,145 | -40,000 | -79.8% | -$78.04万 | 减仓 |
| MTUM | ISHARES TR | $20.40万 | 0.07% | 595 | 595 | — | $20.40万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $22.60万 | 0.08% | 313 | 313 | — | $22.60万 | 新建仓 |
| LIN | LINDE PLC | $22.87万 | 0.08% | 441 | 2 | 0.5% | $1,037 | 加仓 |
| USRT | ISHARES TR | $22.91万 | 0.08% | 3,447 | 19 | 0.6% | $1,263 | 加仓 |
| ARTY | ISHARES TR | $22.93万 | 0.08% | 3,011 | 3,011 | — | $22.93万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.56万 | 0.09% | 7,078 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.58万 | 0.09% | 221 | 221 | — | $23.58万 | 新建仓 |
| — | GMO ETF TRUST | $24.76万 | 0.09% | 9,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $24.95万 | 0.09% | 698 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $25.82万 | 0.09% | 1,291 | 2 | 0.2% | $400 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $27.33万 | 0.10% | 555 | 1 | 0.2% | $492 | 加仓 |
| MUB | ISHARES TR | $27.39万 | 0.10% | 2,545 | 6 | 0.2% | $646 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $27.61万 | 0.10% | 6,089 | 39 | 0.6% | $1,768 | 加仓 |
| AAPL | APPLE INC | $31.06万 | 0.11% | 1,073 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $37.37万 | 0.14% | 1,041 | 1 | 0.1% | $359 | 加仓 |
| VUG | VANGUARD INDEX FDS | $37.65万 | 0.14% | 4,371 | 3 | 0.1% | $258 | 加仓 |
| — | WISDOMTREE TR | $38.14万 | 0.14% | 2,909 | -28 | -1.0% | -$3,671 | 减仓 |
| SUSA | ISHARES TR | $38.81万 | 0.14% | 2,515 | 4 | 0.2% | $617 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $41.48万 | 0.15% | 4,685 | 25 | 0.5% | $2,214 | 加仓 |
| IVE | ISHARES TR | $43.04万 | 0.16% | 1,895 | 7 | 0.4% | $1,590 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $46.14万 | 0.17% | 5,838 | 5,838 | — | $46.14万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $48.42万 | 0.18% | 6,673 | 25 | 0.4% | $1,814 | 加仓 |
| EWL | ISHARES INC | $48.97万 | 0.18% | 7,792 | 135 | 1.8% | $8,484 | 加仓 |
| GDX | VANECK ETF TRUST | $49.12万 | 0.18% | 6,511 | -65 | -1.0% | -$4,904 | 减仓 |
| VBK | VANGUARD INDEX FDS | $49.60万 | 0.18% | 1,356 | 1 | 0.1% | $366 | 加仓 |
| ICSH | ISHARES TR | $50.27万 | 0.18% | 9,939 | 9,939 | — | $50.27万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $56.66万 | 0.21% | 825 | 825 | — | $56.66万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.71万 | 0.23% | 2,266 | 152 | 7.2% | $4.27万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $65.66万 | 0.24% | 4,184 | 15 | 0.4% | $2,354 | 加仓 |
| IWF | ISHARES TR | $70.48万 | 0.26% | 5,676 | 4 | 0.1% | $497 | 加仓 |
| HDV | ISHARES TR | $70.56万 | 0.26% | 25,742 | 13,162 | 104.6% | $36.08万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $73.41万 | 0.27% | 9,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $80.33万 | 0.29% | 2,154 | 505 | 30.6% | $18.83万 | 加仓 |
| GLD | SPDR GOLD TR | $82.70万 | 0.30% | 2,245 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $96.69万 | 0.35% | 18,215 | 336 | 1.9% | $1.78万 | 加仓 |
| IWR | ISHARES TR | $99.04万 | 0.36% | 8,978 | 24 | 0.3% | $2,648 | 加仓 |
| IGV | ISHARES TR | $105.41万 | 0.39% | 11,635 | 4,705 | 67.9% | $42.63万 | 加仓 |
| XBI | SPDR SERIES TRUST | $110.30万 | 0.40% | 6,970 | 6 | 0.1% | $949 | 加仓 |
| IWB | ISHARES TR | $110.99万 | 0.41% | 2,710 | 5 | 0.2% | $2,048 | 加仓 |
| GDXJ | VANECK ETF TRUST | $111.10万 | 0.41% | 11,308 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $189.47万 | 0.69% | 10,608 | 16 | 0.2% | $2,858 | 加仓 |
| IEMG | ISHARES INC | $198.58万 | 0.73% | 23,972 | 1,269 | 5.6% | $10.51万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.82% | 3 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $243.61万 | 0.89% | 11,450 | 44 | 0.4% | $9,361 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $352.36万 | 1.29% | 14,891 | 52 | 0.4% | $1.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $353.10万 | 1.29% | 49,557 | 256 | 0.5% | $1.82万 | 加仓 |
| IWM | ISHARES TR | $359.44万 | 1.32% | 11,963 | 27 | 0.2% | $8,112 | 加仓 |
| IEFA | ISHARES TR | $362.14万 | 1.32% | 37,497 | 659 | 1.8% | $6.36万 | 加仓 |
| IWO | ISHARES TR | $477.98万 | 1.75% | 12,133 | 15 | 0.1% | $5,909 | 加仓 |
| DVY | ISHARES TR | $489.58万 | 1.79% | 31,323 | 246 | 0.8% | $3.84万 | 加仓 |
| AGG | ISHARES TR | $728.00万 | 2.66% | 73,550 | 108 | 0.1% | $1.07万 | 加仓 |
| DGRO | ISHARES TR | $838.46万 | 3.07% | 110,630 | 1,587 | 1.5% | $12.03万 | 加仓 |
| QLTY | GMO ETF TRUST | $860.35万 | 3.15% | 206,341 | 4,591 | 2.3% | $19.14万 | 加仓 |
| EFA | ISHARES TR | $1,333.51万 | 4.88% | 128,370 | -927 | -0.7% | -$9.63万 | 减仓 |
| EEM | ISHARES TR | $1,359.77万 | 4.97% | 198,768 | 1,289 | 0.7% | $8.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,534.66万 | 5.61% | 20,840 | -7 | -0.0% | -$5,155 | 减仓 |
| IJR | ISHARES TR | $2,010.32万 | 7.35% | 135,548 | 680 | 0.5% | $10.09万 | 加仓 |
| IVV | ISHARES TR | $2,955.30万 | 10.81% | 39,462 | 158 | 0.4% | $11.83万 | 加仓 |
| IJH | ISHARES TR | $2,991.16万 | 10.94% | 387,908 | -871 | -0.2% | -$6.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,364.55万 | 26.94% | 98,619 | 402 | 0.4% | $30.02万 | 加仓 |