Lionsbridge Wealth Management LLC
JACKSONVILLE BEACH FL · SEC CIK 0001800533
$1.02亿2026Q2 申报市值
68持仓数
41.8%前十大占比 · 第一大 6.3%
16 / 8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
POWR 新建仓+$159.64万
AIPO 新建仓+$157.76万
MS 新建仓+$88.32万
AVGO 新建仓+$79.48万
TSLA 新建仓+$75.41万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$658.66万
SPMO 重新持有-$414.88万
SH 清仓-$118.00万
HELO 减仓-$59.01万
JPST 清仓-$58.49万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | $640.37万 | 6.28% | 69,879 | -71,875 | -50.7% | -$658.66万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $633.96万 | 6.22% | 137,667 | -5,578 | -3.9% | -$25.69万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $616.21万 | 6.05% | 8,558 | -462 | -5.1% | -$33.27万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $565.24万 | 5.55% | 204,428 | -10,808 | -5.0% | -$29.88万 | 减仓 |
| WULF | TERAWULF INC COM | $383.78万 | 3.77% | 155,377 | 9,527 | 6.5% | $23.53万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $351.23万 | 3.45% | 74,826 | -2,791 | -3.6% | -$13.10万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $285.82万 | 2.80% | 27,493 | -1,507 | -5.2% | -$15.67万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $270.25万 | 2.65% | 18,222 | -939 | -4.9% | -$13.93万 | 减仓 |
| MDY | S & P MID CAP 400 DEP RCPTS MID CAP | $256.23万 | 2.51% | 3,643 | -184 | -4.8% | -$12.94万 | 减仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $252.73万 | 2.48% | 4,838 | -236 | -4.7% | -$12.33万 | 减仓 |
| GLD | SPDR GOLD ETF | $250.24万 | 2.46% | 6,793 | -215 | -3.1% | -$7.92万 | 减仓 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $248.05万 | 2.43% | 11,658 | -699 | -5.7% | -$14.87万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $242.88万 | 2.38% | 45,305 | -2,294 | -4.8% | -$12.30万 | 减仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $237.98万 | 2.34% | 24,043 | -743 | -3.0% | -$7.35万 | 减仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $221.21万 | 2.17% | 56,045 | -2,197 | -3.8% | -$8.67万 | 减仓 |
| — | WISDOMTREE BIANCO TOTAL RETURN FUND | $205.07万 | 2.01% | 81,542 | -3,845 | -4.5% | -$9.67万 | 减仓 |
| INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | $203.48万 | 2.00% | 40,794 | -2,078 | -4.8% | -$10.37万 | 减仓 |
| AAPL | APPLE INC | $188.72万 | 1.85% | 6,522 | -346 | -5.0% | -$10.01万 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $180.46万 | 1.77% | 8,224 | -419 | -4.8% | -$9.19万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $176.09万 | 1.73% | 2,358 | -311 | -11.7% | -$23.22万 | 减仓 |
| XLU | UTILITIES SELECT SECTOR SPDR | $169.12万 | 1.66% | 37,300 | -1,628 | -4.2% | -$7.38万 | 减仓 |
| GOOGL | GOOGLE INC | $168.71万 | 1.66% | 4,721 | 1,018 | 27.5% | $36.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $166.55万 | 1.63% | 5,088 | -206 | -3.9% | -$6.74万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $163.79万 | 1.61% | 24,083 | -1,212 | -4.8% | -$8.24万 | 减仓 |
| POWR | ISHARES U.S. POWER INFRASTRUCTURE ETF | $159.64万 | 1.57% | 57,096 | 57,096 | — | $159.64万 | 新建仓 |
| AIPO | DEFIANCE AI & POWER INFRASTRUCTURE ETF | $157.76万 | 1.55% | 47,220 | 47,220 | — | $157.76万 | 新建仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $157.44万 | 1.55% | 17,074 | -706 | -4.0% | -$6.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $142.08万 | 1.39% | 2,975 | -182 | -5.8% | -$8.69万 | 减仓 |
| GDX | MARKET VECTORS GOLD MINERS INDEX ETF | $135.15万 | 1.33% | 17,913 | -3,716 | -17.2% | -$28.04万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $133.30万 | 1.31% | 5,414 | -276 | -4.9% | -$6.80万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $127.96万 | 1.26% | 12,309 | -4,392 | -26.3% | -$45.66万 | 减仓 |
| MSFT | MICROSOFT | $127.15万 | 1.25% | 3,409 | -169 | -4.7% | -$6.30万 | 减仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $102.22万 | 1.00% | 39,916 | -9,729 | -19.6% | -$24.92万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $101.75万 | 1.00% | 38,368 | -1,727 | -4.3% | -$4.58万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $101.54万 | 1.00% | 19,401 | -725 | -3.6% | -$3.79万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $98.80万 | 0.97% | 6,116 | -25,683 | -80.8% | -$414.88万 | 重新持有 |
| MS | MORGAN STANLEY | $88.32万 | 0.87% | 4,225 | 4,225 | — | $88.32万 | 新建仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $86.34万 | 0.85% | 10,099 | -952 | -8.6% | -$8.14万 | 减仓 |
| AVGO | BROADCOM INC COM | $79.48万 | 0.78% | 2,104 | 2,104 | — | $79.48万 | 新建仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $79.20万 | 0.78% | 11,577 | -610 | -5.0% | -$4.17万 | 减仓 |
| TSLA | TESLA INC COM | $75.41万 | 0.74% | 1,793 | 1,793 | — | $75.41万 | 新建仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $74.27万 | 0.73% | 14,683 | -6,386 | -30.3% | -$32.30万 | 减仓 |
| TNGY | TORTOISE ENERGY ETF | $70.41万 | 0.69% | 72,511 | 72,511 | — | $70.41万 | 新建仓 |
| OIH | MKT VECTORS OIL SERVICES | $66.18万 | 0.65% | 1,779 | 1,779 | — | $66.18万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $65.86万 | 0.65% | 1,505 | -35 | -2.3% | -$1.53万 | 减仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $61.53万 | 0.60% | 12,268 | -57 | -0.5% | -$2,859 | 减仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $58.95万 | 0.58% | 11,657 | -251 | -2.1% | -$1.27万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $58.55万 | 0.57% | 9,413 | -479 | -4.8% | -$2.98万 | 减仓 |
| APH | AMPHENOL CORP CL A | $49.30万 | 0.48% | 2,796 | 2,796 | — | $49.30万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $47.43万 | 0.47% | 1,113 | 1,113 | — | $47.43万 | 新建仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $46.85万 | 0.46% | 6,933 | -8,732 | -55.7% | -$59.01万 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $43.23万 | 0.42% | 9,453 | -617 | -6.1% | -$2.82万 | 减仓 |
| AMZN | AMAZON.COM INC | $42.64万 | 0.42% | 1,789 | 1,789 | — | $42.64万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $40.99万 | 0.40% | 7,258 | -6,095 | -45.6% | -$34.42万 | 减仓 |
| CMI | CUMMINS INC COM | $40.80万 | 0.40% | 572 | 572 | — | $40.80万 | 新建仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $40.17万 | 0.39% | 7,798 | 608 | 8.5% | $3.13万 | 加仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $36.78万 | 0.36% | 8,834 | -551 | -5.9% | -$2.29万 | 减仓 |
| F | FORD MOTOR COMPANY | $34.77万 | 0.34% | 25,011 | 25,011 | — | $34.77万 | 新建仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $34.70万 | 0.34% | 4,711 | -250 | -5.0% | -$1.84万 | 减仓 |
| TJX | TJX COS INC NEW COM | $34.15万 | 0.34% | 2,254 | 2,254 | — | $34.15万 | 新建仓 |
| COST | COSTCO WHOLESALE CORP | $33.02万 | 0.32% | 353 | 353 | — | $33.02万 | 新建仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ETF | $31.15万 | 0.31% | 3,090 | 32 | 1.0% | $3,226 | 加仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $27.74万 | 0.27% | 10,854 | -638 | -5.6% | -$1.63万 | 减仓 |
| — | NUVEEN AA-BBB CLO ETF | $25.09万 | 0.25% | 10,006 | -341 | -3.3% | -$8,552 | 减仓 |
| — | VANECK AA-BB CLO ETF | $25.07万 | 0.25% | 4,964 | -168 | -3.3% | -$8,486 | 减仓 |
| CLOI | VANECK CLO ETF | $24.69万 | 0.24% | 4,663 | -159 | -3.3% | -$8,419 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $23.99万 | 0.24% | 3,028 | 3,028 | — | $23.99万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE LLC CL A SHS REPSTG | $20.08万 | 0.20% | 5,860 | 5,860 | — | $20.08万 | 新建仓 |
| SH | PROSHARES TR SHORT S&P 500 PROSHARES | $0 | 0.00% | 0 | -31,109 | -100.0% | -$118.00万 | 清仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -11,556 | -100.0% | -$58.49万 | 清仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $0 | 0.00% | 0 | -3,034 | -100.0% | -$40.41万 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | -6,196 | -100.0% | -$39.43万 | 清仓 |
| VST | VISTRA CORP COM | $0 | 0.00% | 0 | -2,130 | -100.0% | -$32.02万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | -1,127 | -100.0% | -$31.47万 | 清仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $0 | 0.00% | 0 | -7,285 | -100.0% | -$24.38万 | 清仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $0 | 0.00% | 0 | -8,625 | -100.0% | -$23.52万 | 清仓 |