LGL PARTNERS, LLC
PHILADELPHIA PA · SEC CIK 0001653202
$2.43亿2026Q1 申报市值
66持仓数
78.6%前十大占比 · 第一大 26.4%
13 / 2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
IVV 加仓+$223.46万
LLY 新建仓+$118.88万
SBRA 新建仓+$96.43万
CPNG 新建仓+$84.96万
EFA 加仓+$74.80万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$54.02万
VTI 清仓-$47.98万
AKRE 清仓-$33.00万
GLD 减仓-$21.64万
GDXJ 减仓-$2.94万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $6,405.10万 | 26.37% | 98,217 | 428 | 0.4% | $27.91万 | 加仓 |
| IJH | ISHARES TR | $2,625.43万 | 10.81% | 388,779 | 10,294 | 2.7% | $69.52万 | 加仓 |
| IVV | ISHARES TR | $2,567.39万 | 10.57% | 39,304 | 3,421 | 9.5% | $223.46万 | 加仓 |
| IJR | ISHARES TR | $1,676.54万 | 6.90% | 134,868 | 2,971 | 2.3% | $36.93万 | 加仓 |
| EFA | ISHARES TR | $1,255.86万 | 5.17% | 129,297 | 7,701 | 6.3% | $74.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,203.23万 | 4.95% | 20,847 | -936 | -4.3% | -$54.02万 | 减仓 |
| EEM | ISHARES TR | $1,121.48万 | 4.62% | 197,479 | 10,873 | 5.8% | $61.75万 | 加仓 |
| DGRO | ISHARES TR | $765.26万 | 3.15% | 109,043 | 2,817 | 2.7% | $19.77万 | 加仓 |
| QLTY | GMO ETF TRUST | $731.15万 | 3.01% | 201,750 | 10,041 | 5.2% | $36.39万 | 加仓 |
| AGG | ISHARES TR | $729.06万 | 3.00% | 73,442 | 2,727 | 3.9% | $27.07万 | 加仓 |
| DVY | ISHARES TR | $470.54万 | 1.94% | 31,077 | 207 | 0.7% | $3.13万 | 加仓 |
| IWO | ISHARES TR | $380.29万 | 1.57% | 12,118 | 3 | 0.0% | $941 | 加仓 |
| IEFA | ISHARES TR | $333.50万 | 1.37% | 36,838 | 2,859 | 8.4% | $25.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $319.13万 | 1.31% | 14,839 | 49 | 0.3% | $1.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $315.92万 | 1.30% | 49,301 | 475 | 1.0% | $3.04万 | 加仓 |
| IWM | ISHARES TR | $296.02万 | 1.22% | 11,936 | 20 | 0.2% | $4,960 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $218.90万 | 0.90% | 11,406 | 48 | 0.4% | $9,212 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.89% | 3 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $158.35万 | 0.65% | 22,703 | 3,177 | 16.3% | $22.16万 | 加仓 |
| IJT | ISHARES TR | $153.28万 | 0.63% | 10,592 | 16 | 0.2% | $2,315 | 加仓 |
| GDXJ | VANECK ETF TRUST | $135.74万 | 0.56% | 11,308 | -245 | -2.1% | -$2.94万 | 减仓 |
| LLY | ELI LILLY & CO | $118.88万 | 0.49% | 1,293 | 1,293 | — | $118.88万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $109.45万 | 0.45% | 29,000 | 14,500 | 100.0% | $54.72万 | 加仓 |
| GLD | SPDR GOLD TR | $96.60万 | 0.40% | 2,245 | -503 | -18.3% | -$21.64万 | 减仓 |
| IWB | ISHARES TR | $96.44万 | 0.40% | 2,705 | 7 | 0.3% | $2,496 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $96.43万 | 0.40% | 50,145 | 50,145 | — | $96.43万 | 新建仓 |
| MLPA | GLOBAL X FDS | $96.32万 | 0.40% | 17,879 | 337 | 1.9% | $1.82万 | 加仓 |
| XBI | SPDR SERIES TRUST | $88.95万 | 0.37% | 6,964 | 540 | 8.4% | $6.90万 | 加仓 |
| IWR | ISHARES TR | $87.06万 | 0.36% | 8,954 | 24 | 0.3% | $2,334 | 加仓 |
| CPNG | COUPANG INC | $84.96万 | 0.35% | 45,000 | 45,000 | — | $84.96万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $61.52万 | 0.25% | 2,091 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $61.32万 | 0.25% | 9,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $61.03万 | 0.25% | 1,649 | 1 | 0.1% | $370 | 加仓 |
| IWF | ISHARES TR | $60.45万 | 0.25% | 1,418 | 2 | 0.1% | $853 | 加仓 |
| — | UNIFI INC | $60.35万 | 0.25% | 169,040 | 169,040 | — | $60.35万 | 新建仓 |
| GDX | VANECK ETF TRUST | $60.34万 | 0.25% | 6,576 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $57.66万 | 0.24% | 4,169 | 10 | 0.2% | $1,383 | 加仓 |
| IGV | ISHARES TR | $55.48万 | 0.23% | 6,930 | 6,930 | — | $55.48万 | 新建仓 |
| NKE | NIKE INC | $53.23万 | 0.22% | 10,000 | 10,000 | — | $53.23万 | 新建仓 |
| SYM | SYMBOTIC INC | $53.20万 | 0.22% | 10,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.24万 | 0.21% | 2,114 | 275 | 15.0% | $6.67万 | 加仓 |
| EWL | ISHARES INC | $45.03万 | 0.19% | 7,657 | 3,870 | 102.2% | $22.76万 | 加仓 |
| GPN | GLOBAL PMTS INC | $44.74万 | 0.18% | 6,648 | 24 | 0.4% | $1,615 | 加仓 |
| VBK | VANGUARD INDEX FDS | $40.95万 | 0.17% | 1,355 | 2 | 0.1% | $604 | 加仓 |
| IVE | ISHARES TR | $39.86万 | 0.16% | 1,888 | 7 | 0.4% | $1,478 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $38.41万 | 0.16% | 4,660 | 4,660 | — | $38.41万 | 新建仓 |
| HDV | ISHARES TR | $34.14万 | 0.14% | 2,516 | 2,516 | — | $34.14万 | 新建仓 |
| — | WISDOMTREE TR | $33.99万 | 0.14% | 2,937 | 9 | 0.3% | $1,041 | 加仓 |
| SUSA | ISHARES TR | $33.16万 | 0.14% | 2,511 | 6 | 0.2% | $792 | 加仓 |
| VUG | VANGUARD INDEX FDS | $31.79万 | 0.13% | 728 | 1 | 0.1% | $437 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $27.77万 | 0.11% | 6,050 | 39 | 0.6% | $1,790 | 加仓 |
| AAPL | APPLE INC | $27.23万 | 0.11% | 1,073 | 1 | 0.1% | $254 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.19万 | 0.11% | 7,078 | 2,091 | 41.9% | $8.03万 | 加仓 |
| INTC | INTEL CORP | $27.16万 | 0.11% | 6,154 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $26.95万 | 0.11% | 2,539 | 4 | 0.2% | $425 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $26.07万 | 0.11% | 1,040 | 1 | 0.1% | $251 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.39万 | 0.10% | 10,000 | 10,000 | — | $24.39万 | 新建仓 |
| OKE | ONEOK INC NEW | $24.12万 | 0.10% | 2,668 | 2,668 | — | $24.12万 | 新建仓 |
| — | GMO ETF TRUST | $23.36万 | 0.10% | 9,000 | 9,000 | — | $23.36万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.14万 | 0.10% | 554 | 3 | 0.5% | $1,253 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $22.48万 | 0.09% | 1,289 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $21.78万 | 0.09% | 439 | 3 | 0.7% | $1,488 | 重新持有 |
| USRT | ISHARES TR | $20.29万 | 0.08% | 3,428 | 3,428 | — | $20.29万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.06万 | 0.08% | 698 | 1 | 0.1% | $287 | 加仓 |
| PHR | PHREESIA INC | $10.46万 | 0.04% | 12,487 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $5.07万 | 0.02% | 44,507 | 44,507 | — | $5.07万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -765 | -100.0% | -$47.98万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -5,038 | -100.0% | -$33.00万 | 清仓 |