LPWM LLC
MINNEAPOLIS MN · SEC CIK 0001801101
$4.51亿2026Q2 申报市值
98持仓数
69.5%前十大占比 · 第一大 19.4%
7 / 3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
VTV 加仓+$5,950.33万
VONG 加仓+$279.67万
VTIP 加仓+$268.80万
IVW 加仓+$255.78万
JPST 加仓+$187.10万
2026Q2 卖出最多 按季末市值估算
IVE 减仓-$6,302.88万
IWS 减仓-$169.22万
DFLV 清仓-$30.38万
BRK/B 减仓-$25.27万
EXXON MOBIL CORP 清仓-$24.33万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | $8,722.20万 | 19.35% | 682,435 | 21,882 | 3.3% | $279.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,843.26万 | 15.18% | 314,012 | 273,039 | 666.4% | $5,950.33万 | 加仓 |
| IWS | ISHARES TR | $3,562.10万 | 7.90% | 216,410 | -10,281 | -4.5% | -$169.22万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,762.94万 | 6.13% | 546,360 | 36,998 | 7.3% | $187.10万 | 加仓 |
| IEFA | ISHARES TR | $2,188.93万 | 4.86% | 226,644 | 12,649 | 5.9% | $122.16万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,990.71万 | 4.42% | 384,456 | 4,352 | 1.1% | $22.53万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,804.41万 | 4.00% | 359,230 | 53,514 | 17.5% | $268.80万 | 加仓 |
| IVE | ISHARES TR | $1,233.28万 | 2.74% | 54,315 | -277,585 | -83.6% | -$6,302.88万 | 减仓 |
| IWM | ISHARES TR | $1,109.63万 | 2.46% | 36,932 | -645 | -1.7% | -$19.38万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,105.41万 | 2.45% | 101,312 | 489 | 0.5% | $5.34万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $628.82万 | 1.40% | 65,210 | -435 | -0.7% | -$4.19万 | 减仓 |
| IVW | ISHARES TR | $607.77万 | 1.35% | 44,192 | 18,598 | 72.7% | $255.78万 | 加仓 |
| AGG | ISHARES TR | $595.50万 | 1.32% | 60,164 | 551 | 0.9% | $5.45万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $572.86万 | 1.27% | 112,326 | 22,873 | 25.6% | $116.65万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $568.37万 | 1.26% | 16,780 | 606 | 3.7% | $20.53万 | 加仓 |
| IWR | ISHARES TR | $546.07万 | 1.21% | 49,499 | 17 | 0.0% | $1,875 | 加仓 |
| VOE | VANGUARD INDEX FDS | $478.70万 | 1.06% | 24,226 | -208 | -0.9% | -$4.11万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $470.65万 | 1.04% | 66,057 | 279 | 0.4% | $1.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $455.26万 | 1.01% | 22,753 | -243 | -1.1% | -$4.86万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $412.60万 | 0.92% | 26,742 | 999 | 3.9% | $15.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $400.56万 | 0.89% | 8,005 | -505 | -5.9% | -$25.27万 | 减仓 |
| VGT | VANGUARD WORLD FD | $390.50万 | 0.87% | 32,672 | -64 | -0.2% | -$7,649 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $381.12万 | 0.85% | 75,350 | 9,867 | 15.1% | $49.91万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $372.51万 | 0.83% | 83,058 | 2,544 | 3.2% | $11.41万 | 加仓 |
| IJH | ISHARES TR | $364.78万 | 0.81% | 47,307 | 2,338 | 5.2% | $18.03万 | 加仓 |
| BIL | SPDR SERIES TRUST | $283.46万 | 0.63% | 30,932 | -795 | -2.5% | -$7.29万 | 减仓 |
| IEMG | ISHARES INC | $273.39万 | 0.61% | 33,003 | 2,294 | 7.5% | $19.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $273.26万 | 0.61% | 7,385 | 101 | 1.4% | $3.74万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $222.36万 | 0.49% | 20,916 | 2,206 | 11.8% | $23.45万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $209.33万 | 0.46% | 10,988 | 24 | 0.2% | $4,572 | 加仓 |
| MUB | ISHARES TR | $201.87万 | 0.45% | 18,758 | -169 | -0.9% | -$1.82万 | 减仓 |
| IUSB | ISHARES TR | $193.01万 | 0.43% | 41,822 | 2,717 | 6.9% | $12.54万 | 加仓 |
| LQD | ISHARES TR | $191.12万 | 0.42% | 17,522 | 2,237 | 14.6% | $24.40万 | 加仓 |
| AMZN | AMAZON COM INC | $186.13万 | 0.41% | 7,809 | -104 | -1.3% | -$2.48万 | 减仓 |
| AVGO | BROADCOM INC | $179.44万 | 0.40% | 4,750 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $177.82万 | 0.39% | 2,589 | 47 | 1.8% | $3.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $172.58万 | 0.38% | 28,913 | 3,136 | 12.2% | $18.72万 | 加仓 |
| SGOV | ISHARES TR | $166.39万 | 0.37% | 16,528 | 11,232 | 212.1% | $113.07万 | 加仓 |
| QUAL | ISHARES TR | $152.76万 | 0.34% | 6,961 | -164 | -2.3% | -$3.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $136.30万 | 0.30% | 15,823 | 307 | 2.0% | $2.64万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $125.38万 | 0.28% | 10,326 | 1,213 | 13.3% | $14.73万 | 加仓 |
| GOOGL | ALPHABET INC | $122.27万 | 0.27% | 3,422 | -462 | -11.9% | -$16.51万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $115.80万 | 0.26% | 13,545 | 1,180 | 9.5% | $10.09万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $109.36万 | 0.24% | 20,590 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $108.75万 | 0.24% | 5,912 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $107.62万 | 0.24% | 2,559 | 339 | 15.3% | $14.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.06万 | 0.24% | 2,576 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $102.92万 | 0.23% | 3,557 | -129 | -3.5% | -$3.73万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $101.88万 | 0.23% | 6,421 | -118 | -1.8% | -$1.87万 | 减仓 |
| GOOG | ALPHABET INC | $101.64万 | 0.23% | 2,877 | -28 | -1.0% | -$9,892 | 减仓 |
| VBR | VANGUARD INDEX FDS | $97.85万 | 0.22% | 4,027 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $97.77万 | 0.22% | 2,266 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $90.39万 | 0.20% | 2,982 | 459 | 18.2% | $13.91万 | 加仓 |
| IYF | ISHARES TR | $86.53万 | 0.19% | 6,786 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $85.15万 | 0.19% | 2,476 | -50 | -2.0% | -$1.72万 | 减仓 |
| IJR | ISHARES TR | $84.42万 | 0.19% | 5,692 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $83.57万 | 0.19% | 2,795 | -100 | -3.5% | -$2.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $83.52万 | 0.19% | 2,239 | 433 | 24.0% | $16.15万 | 加仓 |
| EMXC | ISHARES INC | $82.56万 | 0.18% | 8,070 | 883 | 12.3% | $9.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $82.47万 | 0.18% | 1,120 | -45 | -3.9% | -$3.31万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $81.62万 | 0.18% | 3,315 | -20 | -0.6% | -$4,924 | 减仓 |
| ICVT | ISHARES TR | $75.34万 | 0.17% | 6,189 | -529 | -7.9% | -$6.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.11万 | 0.15% | 912 | 2 | 0.2% | $1,494 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $67.08万 | 0.15% | 879 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $66.87万 | 0.15% | 1,633 | -165 | -9.2% | -$6.76万 | 减仓 |
| IWF | ISHARES TR | $65.70万 | 0.15% | 5,291 | 287 | 5.7% | $3.56万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $64.88万 | 0.14% | 15,887 | 15,887 | — | $64.88万 | 新建仓 |
| — | PGIM ETF TR | $60.54万 | 0.13% | 12,008 | 12,008 | — | $60.54万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $58.26万 | 0.13% | 1,469 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $57.65万 | 0.13% | 3,509 | -80 | -2.2% | -$1.31万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $51.03万 | 0.11% | 7,387 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $50.75万 | 0.11% | 702 | 702 | — | $50.75万 | 新建仓 |
| ITA | ISHARES TR | $47.67万 | 0.11% | 1,967 | 1 | 0.1% | $242 | 加仓 |
| MMM | 3M CO | $43.53万 | 0.10% | 2,689 | -360 | -11.8% | -$5.83万 | 减仓 |
| META | META PLATFORMS INC | $39.04万 | 0.09% | 693 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $37.52万 | 0.08% | 18,309 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $36.56万 | 0.08% | 1,117 | -11 | -1.0% | -$3,601 | 减仓 |
| ECL | ECOLAB INC | $33.10万 | 0.07% | 1,188 | 0 | 0.0% | — | 不变 |
| — | IMPAX FUNDS SERIES TRUST I | $33.07万 | 0.07% | 12,689 | 80 | 0.6% | $2,085 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.11万 | 0.07% | 3,834 | 32 | 0.8% | $2,680 | 加仓 |
| V | VISA INC | $31.55万 | 0.07% | 920 | 23 | 2.6% | $7,888 | 加仓 |
| TIP | ISHARES TR | $31.08万 | 0.07% | 2,840 | -21 | -0.7% | -$2,298 | 减仓 |
| SCZ | ISHARES TR | $28.70万 | 0.06% | 3,489 | 173 | 5.2% | $1.42万 | 加仓 |
| IXUS | ISHARES TR | $28.51万 | 0.06% | 2,987 | 675 | 29.2% | $6.44万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $27.57万 | 0.06% | 9,918 | -1,609 | -14.0% | -$4.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $27.14万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $26.78万 | 0.06% | 3,711 | 3,711 | — | $26.78万 | 新建仓 |
| SUB | ISHARES TR | $26.63万 | 0.06% | 2,501 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.25万 | 0.06% | 337 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $23.70万 | 0.05% | 9,684 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.64万 | 0.05% | 1,506 | 48 | 3.3% | $7,534 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $22.41万 | 0.05% | 2,092 | 6 | 0.3% | $643 | 加仓 |
| IEZ | ISHARES TR | $21.26万 | 0.05% | 7,903 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $21.17万 | 0.05% | 2,548 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $20.86万 | 0.05% | 1,320 | 1,320 | — | $20.86万 | 新建仓 |
| STIP | ISHARES TR | $20.47万 | 0.05% | 2,004 | 2,004 | — | $20.47万 | 新建仓 |
| SMH | VANECK ETF TRUST | $20.07万 | 0.04% | 306 | 306 | — | $20.07万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $9.66万 | 0.02% | 15,910 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,508 | -100.0% | -$30.38万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,434 | -100.0% | -$24.33万 | 清仓 |