LPWM LLC
MINNEAPOLIS MN · SEC CIK 0001801101
$3.96亿2026Q1 申报市值
94持仓数
70.8%前十大占比 · 第一大 18.3%
10 / 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
SPEM 新建仓+$1,783.07万
JPST 加仓+$948.75万
AGG 加仓+$205.37万
IEFA 加仓+$161.17万
VTIP 加仓+$149.38万
2026Q1 卖出最多 按季末市值估算
VWO 减仓-$1,173.59万
LQD 减仓-$950.62万
EELV 减仓-$470.63万
IWS 减仓-$70.98万
COR 清仓-$69.69万
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 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC | $0 | 0.00% | 0 | -2,063 | -100.0% | -$69.69万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -816 | -100.0% | -$23.68万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,095 | -100.0% | -$22.14万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,144 | -100.0% | -$20.76万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $8.24万 | 0.02% | 15,910 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $20.03万 | 0.05% | 2,312 | 2,312 | — | $20.03万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.17万 | 0.05% | 1,458 | 34 | 2.4% | $4,703 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $20.89万 | 0.05% | 2,548 | -697 | -21.5% | -$5.71万 | 重新持有 |
| IVV | ISHARES TR | $22.02万 | 0.06% | 337 | 337 | — | $22.02万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.61万 | 0.06% | 7,761 | 7,761 | — | $22.61万 | 新建仓 |
| IEZ | ISHARES TR | $22.88万 | 0.06% | 7,903 | 7,903 | — | $22.88万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $23.13万 | 0.06% | 2,086 | -988 | -32.1% | -$10.95万 | 减仓 |
| — | EXXON MOBIL CORP | $24.33万 | 0.06% | 1,434 | 1,434 | — | $24.33万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $24.80万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $26.00万 | 0.07% | 3,316 | -1 | -0.0% | -$78 | 减仓 |
| SUB | ISHARES TR | $26.64万 | 0.07% | 2,501 | 2,501 | — | $26.64万 | 新建仓 |
| V | VISA INC | $27.10万 | 0.07% | 897 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $27.53万 | 0.07% | 9,684 | 9,684 | — | $27.53万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $28.55万 | 0.07% | 3,802 | 381 | 11.1% | $2.86万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $30.38万 | 0.08% | 8,508 | 8,508 | — | $30.38万 | 新建仓 |
| TIP | ISHARES TR | $31.57万 | 0.08% | 2,861 | 120 | 4.4% | $1.32万 | 加仓 |
| ECL | ECOLAB INC | $31.60万 | 0.08% | 1,188 | 0 | 0.0% | — | 不变 |
| — | IMPAX FUNDS SERIES TRUST I | $32.34万 | 0.08% | 12,609 | 12,609 | — | $32.34万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $32.37万 | 0.08% | 11,527 | -167,603 | -93.6% | -$470.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $33.18万 | 0.08% | 1,128 | 68 | 6.4% | $2.00万 | 加仓 |
| ICLN | ISHARES TR | $33.49万 | 0.08% | 18,309 | 4,841 | 35.9% | $8.85万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.32万 | 0.09% | 879 | 162 | 22.6% | $6.32万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $37.19万 | 0.09% | 2,266 | -305 | -11.9% | -$5.01万 | 减仓 |
| META | META PLATFORMS INC | $39.65万 | 0.10% | 693 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $43.02万 | 0.11% | 1,966 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $44.27万 | 0.11% | 3,049 | -120 | -3.8% | -$1.74万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $49.39万 | 0.12% | 7,387 | 1,489 | 25.2% | $9.96万 | 加仓 |
| ITOT | ISHARES TR | $51.11万 | 0.13% | 3,589 | 4 | 0.1% | $570 | 加仓 |
| VCR | VANGUARD WORLD FD | $52.74万 | 0.13% | 1,469 | 427 | 41.0% | $15.33万 | 加仓 |
| SGOV | ISHARES TR | $53.31万 | 0.13% | 5,296 | -1,679 | -24.1% | -$16.90万 | 减仓 |
| IWF | ISHARES TR | $53.34万 | 0.13% | 1,251 | 31 | 2.5% | $1.32万 | 加仓 |
| EMXC | ISHARES INC | $56.53万 | 0.14% | 7,187 | -1,437 | -16.7% | -$11.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.18万 | 0.15% | 910 | 58 | 6.8% | $3.77万 | 加仓 |
| IWB | ISHARES TR | $64.11万 | 0.16% | 1,798 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $66.08万 | 0.17% | 2,523 | 169 | 7.2% | $4.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $66.86万 | 0.17% | 1,806 | 31 | 1.7% | $1.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $67.23万 | 0.17% | 1,165 | 27 | 2.4% | $1.56万 | 加仓 |
| ICVT | ISHARES TR | $68.38万 | 0.17% | 6,718 | -57 | -0.8% | -$5,802 | 减仓 |
| VXF | VANGUARD INDEX FDS | $68.63万 | 0.17% | 3,335 | -186 | -5.3% | -$3.83万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $69.69万 | 0.18% | 2,576 | 133 | 5.4% | $3.60万 | 加仓 |
| IJR | ISHARES TR | $70.76万 | 0.18% | 5,692 | 257 | 4.7% | $3.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $75.49万 | 0.19% | 2,526 | -65 | -2.5% | -$1.94万 | 减仓 |
| VHT | VANGUARD WORLD FD | $78.84万 | 0.20% | 2,895 | 382 | 15.2% | $10.40万 | 加仓 |
| IYF | ISHARES TR | $79.84万 | 0.20% | 6,786 | 1,915 | 39.3% | $22.53万 | 加仓 |
| TSLA | TESLA INC | $82.52万 | 0.21% | 2,220 | 126 | 6.0% | $4.68万 | 加仓 |
| GOOG | ALPHABET INC | $83.32万 | 0.21% | 2,905 | 1 | 0.0% | $287 | 加仓 |
| VBR | VANGUARD INDEX FDS | $87.48万 | 0.22% | 4,027 | 49 | 1.2% | $1.06万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $91.28万 | 0.23% | 9,113 | 1,899 | 26.3% | $19.02万 | 加仓 |
| AAPL | APPLE INC | $93.55万 | 0.24% | 3,686 | -237 | -6.0% | -$6.01万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $95.35万 | 0.24% | 12,365 | 1,018 | 9.0% | $7.85万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $95.87万 | 0.24% | 6,539 | 378 | 6.1% | $5.54万 | 加仓 |
| VOX | VANGUARD WORLD FD | $106.32万 | 0.27% | 5,912 | 828 | 16.3% | $14.89万 | 加仓 |
| GOOGL | ALPHABET INC | $111.69万 | 0.28% | 3,884 | -551 | -12.4% | -$15.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $112.96万 | 0.29% | 2,586 | 77 | 3.1% | $3.36万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $126.13万 | 0.32% | 20,590 | 2,569 | 14.3% | $15.74万 | 加仓 |
| QUAL | ISHARES TR | $136.66万 | 0.34% | 7,125 | 308 | 4.5% | $5.91万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $139.33万 | 0.35% | 25,777 | -217,127 | -89.4% | -$1,173.59万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $145.72万 | 0.37% | 10,964 | -872 | -7.4% | -$11.59万 | 减仓 |
| AVGO | BROADCOM INC | $147.03万 | 0.37% | 4,750 | -1,029 | -17.8% | -$31.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $151.90万 | 0.38% | 2,542 | -46 | -1.8% | -$2.75万 | 减仓 |
| AMZN | AMAZON COM INC | $164.81万 | 0.42% | 7,913 | 270 | 3.5% | $5.62万 | 加仓 |
| LQD | ISHARES TR | $166.60万 | 0.42% | 15,285 | -87,219 | -85.1% | -$950.62万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $175.39万 | 0.44% | 18,710 | -1,375 | -6.8% | -$12.89万 | 减仓 |
| IUSB | ISHARES TR | $180.63万 | 0.46% | 39,105 | 75 | 0.2% | $3,464 | 加仓 |
| MUB | ISHARES TR | $200.91万 | 0.51% | 18,927 | -1,349 | -6.7% | -$14.32万 | 减仓 |
| IEMG | ISHARES INC | $214.19万 | 0.54% | 30,709 | 5,713 | 22.9% | $39.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $233.67万 | 0.59% | 7,284 | 293 | 4.2% | $9.40万 | 加仓 |
| VGT | VANGUARD WORLD FD | $285.51万 | 0.72% | 4,092 | 768 | 23.1% | $53.58万 | 加仓 |
| IVW | ISHARES TR | $289.49万 | 0.73% | 25,594 | -256 | -1.0% | -$2.90万 | 减仓 |
| BIL | SPDR SERIES TRUST | $290.75万 | 0.73% | 31,727 | -753 | -2.3% | -$6.90万 | 减仓 |
| IJH | ISHARES TR | $303.68万 | 0.77% | 44,969 | 3,804 | 9.2% | $25.69万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $326.69万 | 0.82% | 65,483 | -1,434 | -2.1% | -$7.15万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $357.88万 | 0.90% | 80,514 | -11,658 | -12.6% | -$51.82万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $375.31万 | 0.95% | 25,743 | 308 | 1.2% | $4.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $401.06万 | 1.01% | 22,996 | -1,273 | -5.2% | -$22.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $407.80万 | 1.03% | 8,510 | -508 | -5.6% | -$24.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $421.50万 | 1.06% | 65,778 | 9,345 | 16.6% | $59.88万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $450.27万 | 1.14% | 24,434 | -532 | -2.1% | -$9.80万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $456.03万 | 1.15% | 89,453 | -2,531 | -2.8% | -$12.90万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $477.33万 | 1.20% | 16,174 | 122 | 0.8% | $3.60万 | 加仓 |
| IWR | ISHARES TR | $481.11万 | 1.21% | 49,482 | 335 | 0.7% | $3.26万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $582.27万 | 1.47% | 65,645 | -794 | -1.2% | -$7.04万 | 减仓 |
| AGG | ISHARES TR | $591.78万 | 1.49% | 59,613 | 20,688 | 53.1% | $205.37万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $803.89万 | 2.03% | 40,973 | 4,183 | 11.4% | $82.07万 | 加仓 |
| IWM | ISHARES TR | $931.90万 | 2.35% | 37,577 | -2,346 | -5.9% | -$58.18万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $953.59万 | 2.41% | 100,823 | -120 | -0.1% | -$1.13万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,527.05万 | 3.85% | 305,716 | 29,905 | 10.8% | $149.38万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,783.07万 | 4.50% | 380,104 | 380,104 | — | $1,783.07万 | 新建仓 |
| IEFA | ISHARES TR | $1,937.29万 | 4.89% | 213,995 | 17,803 | 9.1% | $161.17万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,577.88万 | 6.50% | 509,362 | 187,463 | 58.2% | $948.75万 | 加仓 |
| IWS | ISHARES TR | $3,303.80万 | 8.34% | 226,691 | -4,870 | -2.1% | -$70.98万 | 减仓 |
| IVE | ISHARES TR | $7,008.07万 | 17.68% | 331,900 | 2,493 | 0.8% | $52.64万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7,245.61万 | 18.28% | 660,553 | 840 | 0.1% | $9.21万 | 加仓 |