Lionsbridge Wealth Management LLC
JACKSONVILLE BEACH FL · SEC CIK 0001800533
$9,945.90万2026Q1 申报市值
59持仓数
46.6%前十大占比 · 第一大 13.1%
7 / 4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
BIL 重新持有+$1,170.79万
FLTR 新建仓+$126.50万
SH 新建仓+$118.00万
NUVEEN AA-BBB CL 新建仓+$25.80万
VANECK AA-BB CLO 新建仓+$25.65万
2026Q1 卖出最多 按季末市值估算
EFA 清仓-$216.62万
BRTR 清仓-$184.49万
VXF 减仓-$137.00万
GRNY 减仓-$111.27万
JIRE 清仓-$109.87万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | $1,299.03万 | 13.06% | 141,754 | 127,760 | 913.0% | $1,170.79万 | 重新持有 |
| JPIE | JPMORGAN INCOME ETF | $659.93万 | 6.64% | 143,245 | 2,677 | 1.9% | $12.33万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $513.77万 | 5.17% | 215,236 | -46,613 | -17.8% | -$111.27万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $495.22万 | 4.98% | 9,020 | 173 | 2.0% | $9.50万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $365.42万 | 3.67% | 77,617 | -948 | -1.2% | -$4.46万 | 减仓 |
| GLD | SPDR GOLD ETF | $301.55万 | 3.03% | 7,008 | -104 | -1.5% | -$4.48万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $280.43万 | 2.82% | 29,000 | -410 | -1.4% | -$3.96万 | 减仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $246.05万 | 2.47% | 24,786 | -993 | -3.9% | -$9.86万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $238.19万 | 2.39% | 19,161 | -4,007 | -17.3% | -$49.81万 | 减仓 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $237.16万 | 2.38% | 12,357 | -4,596 | -27.1% | -$88.21万 | 减仓 |
| MDY | S & P MID CAP 400 DEP RCPTS MID CAP | $236.03万 | 2.37% | 3,827 | -705 | -15.6% | -$43.48万 | 减仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $235.02万 | 2.36% | 5,074 | -1,128 | -18.2% | -$52.25万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $235.00万 | 2.36% | 47,599 | -12,339 | -20.6% | -$60.92万 | 减仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $231.40万 | 2.33% | 58,242 | -1,722 | -2.9% | -$6.84万 | 减仓 |
| INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | $223.19万 | 2.24% | 42,872 | 422 | 1.0% | $2.20万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $220.45万 | 2.22% | 16,701 | 134 | 0.8% | $1.77万 | 加仓 |
| — | WISDOMTREE BIANCO TOTAL RETURN FUND | $216.00万 | 2.17% | 85,387 | -5,312 | -5.9% | -$13.44万 | 减仓 |
| WULF | TERAWULF INC COM | $210.46万 | 2.12% | 145,850 | -307 | -0.2% | -$4,430 | 减仓 |
| GDX | MARKET VECTORS GOLD MINERS INDEX ETF | $198.49万 | 2.00% | 21,629 | -365 | -1.7% | -$3.35万 | 减仓 |
| XLU | UTILITIES SELECT SECTOR SPDR | $178.64万 | 1.80% | 38,928 | 872 | 2.3% | $4.00万 | 加仓 |
| AAPL | APPLE INC | $174.30万 | 1.75% | 6,868 | -173 | -2.5% | -$4.39万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $173.58万 | 1.75% | 2,669 | 381 | 16.7% | $24.78万 | 加仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $165.78万 | 1.67% | 8,643 | -505 | -5.5% | -$9.69万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $164.07万 | 1.65% | 17,780 | -409 | -2.2% | -$3.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $155.73万 | 1.57% | 5,294 | 108 | 2.1% | $3.18万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $147.17万 | 1.48% | 25,295 | 99 | 0.4% | $5,760 | 加仓 |
| MSFT | MICROSOFT | $132.43万 | 1.33% | 3,578 | 111 | 3.2% | $4.11万 | 加仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $126.50万 | 1.27% | 49,645 | 49,645 | — | $126.50万 | 新建仓 |
| SH | PROSHARES TR SHORT S&P 500 PROSHARES | $118.00万 | 1.19% | 31,109 | 31,109 | — | $118.00万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $117.10万 | 1.18% | 5,690 | -6,657 | -53.9% | -$137.00万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $106.69万 | 1.07% | 3,157 | -49 | -1.5% | -$1.66万 | 减仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $106.65万 | 1.07% | 21,069 | -438 | -2.0% | -$2.22万 | 减仓 |
| GOOGL | GOOGLE INC | $106.48万 | 1.07% | 3,703 | -81 | -2.1% | -$2.33万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $105.05万 | 1.06% | 40,095 | 842 | 2.1% | $2.21万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $104.51万 | 1.05% | 20,126 | 429 | 2.2% | $2.23万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $100.11万 | 1.01% | 15,665 | -7,162 | -31.4% | -$45.77万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $85.21万 | 0.86% | 11,051 | -10,502 | -48.7% | -$80.98万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $75.68万 | 0.76% | 13,353 | 142 | 1.1% | $8,049 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $73.08万 | 0.73% | 1,540 | 22 | 1.4% | $1.04万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $69.21万 | 0.70% | 12,187 | 34 | 0.3% | $1,931 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $61.88万 | 0.62% | 9,892 | 22 | 0.2% | $1,376 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $61.78万 | 0.62% | 12,325 | -8,698 | -41.4% | -$43.60万 | 减仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $60.20万 | 0.61% | 11,908 | -11,221 | -48.5% | -$56.72万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $58.49万 | 0.59% | 11,556 | -1,233 | -9.6% | -$6.24万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $40.41万 | 0.41% | 3,034 | 13 | 0.4% | $1,731 | 加仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $39.83万 | 0.40% | 9,385 | 70 | 0.8% | $2,971 | 加仓 |
| EQT | EQT CORP COM | $39.43万 | 0.40% | 6,196 | 73 | 1.2% | $4,646 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $36.68万 | 0.37% | 4,961 | 79 | 1.6% | $5,841 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $36.05万 | 0.36% | 7,190 | 1,741 | 32.0% | $8.73万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $34.52万 | 0.35% | 10,070 | 276 | 2.8% | $9,461 | 加仓 |
| VST | VISTRA CORP COM | $32.02万 | 0.32% | 2,130 | 61 | 2.9% | $9,170 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $31.47万 | 0.32% | 1,127 | 36 | 3.3% | $1.01万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ETF | $30.75万 | 0.31% | 3,058 | -3,590 | -54.0% | -$36.10万 | 减仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $28.86万 | 0.29% | 11,492 | -68 | -0.6% | -$1,707 | 减仓 |
| — | NUVEEN AA-BBB CLO ETF | $25.80万 | 0.26% | 10,347 | 10,347 | — | $25.80万 | 新建仓 |
| — | VANECK AA-BB CLO ETF | $25.65万 | 0.26% | 5,132 | 5,132 | — | $25.65万 | 新建仓 |
| CLOI | VANECK CLO ETF | $25.41万 | 0.26% | 4,822 | 4,822 | — | $25.41万 | 新建仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $24.38万 | 0.25% | 7,285 | 7,285 | — | $24.38万 | 新建仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $23.52万 | 0.24% | 8,625 | 8,625 | — | $23.52万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -22,558 | -100.0% | -$216.62万 | 清仓 |
| BRTR | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -36,334 | -100.0% | -$184.49万 | 清仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -14,673 | -100.0% | -$109.87万 | 清仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -8,275 | -100.0% | -$74.54万 | 清仓 |