LOCKERMAN FINANCIAL GROUP, INC.
NEWPORT BEACH CA · SEC CIK 0001906539
$6,542.98万2026Q2 申报市值
90持仓数
42.4%前十大占比 · 第一大 7.4%
9 / 7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
JUSA 新建仓+$139.39万
IVV 加仓+$130.93万
JBND 加仓+$118.12万
SPY 加仓+$107.09万
JNK 加仓+$96.68万
2026Q2 卖出最多 按季末市值估算
MASIMO CORP 清仓-$186.76万
BBAG 减仓-$82.66万
SPDW 减仓-$67.40万
JGLO 减仓-$57.12万
SPAB 减仓-$37.69万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $482.05万 | 7.37% | 6,455 | 1,434 | 28.6% | $107.09万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $427.41万 | 6.53% | 31,725 | 1,992 | 6.7% | $26.84万 | 加仓 |
| IVV | ISHARES TR | $302.82万 | 4.63% | 4,043 | 1,748 | 76.2% | $130.93万 | 加仓 |
| FISR | SSGA ACTIVE TR | $291.20万 | 4.45% | 113,529 | 10,056 | 9.7% | $25.79万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $285.99万 | 4.37% | 44,093 | 4,252 | 10.7% | $27.58万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $250.59万 | 3.83% | 46,840 | 22,079 | 89.2% | $118.12万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $232.22万 | 3.55% | 44,848 | 6,737 | 17.7% | $34.88万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $172.87万 | 2.64% | 20,957 | -760 | -3.5% | -$6.27万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $172.47万 | 2.64% | 34,226 | -13,375 | -28.1% | -$67.40万 | 减仓 |
| JNK | SPDR SERIES TRUST | $153.38万 | 2.34% | 15,916 | 10,032 | 170.5% | $96.68万 | 加仓 |
| IUSB | ISHARES TR | $150.61万 | 2.30% | 32,635 | 14,837 | 83.4% | $68.47万 | 加仓 |
| JUSA | J P MORGAN EXCHANGE TRADED F | $139.39万 | 2.13% | 20,749 | 20,749 | — | $139.39万 | 新建仓 |
| CERY | SPDR SERIES TRUST | $118.46万 | 1.81% | 35,436 | 3,722 | 11.7% | $12.44万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $102.55万 | 1.57% | 20,244 | -211 | -1.0% | -$1.07万 | 减仓 |
| IVW | ISHARES TR | $98.36万 | 1.50% | 7,152 | 1,349 | 23.2% | $18.55万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $98.20万 | 1.50% | 11,174 | 24 | 0.2% | $2,109 | 加仓 |
| SPSM | SPDR SERIES TRUST | $98.12万 | 1.50% | 17,013 | 699 | 4.3% | $4.03万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $96.30万 | 1.47% | 19,040 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $93.91万 | 1.44% | 13,808 | 2,914 | 26.7% | $19.82万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $91.40万 | 1.40% | 34,847 | 16,312 | 88.0% | $42.79万 | 加仓 |
| IVE | ISHARES TR | $80.84万 | 1.24% | 3,560 | -53 | -1.5% | -$1.20万 | 减仓 |
| IGEB | ISHARES TR | $66.99万 | 1.02% | 14,850 | 4,755 | 47.1% | $21.45万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $66.33万 | 1.01% | 9,817 | 719 | 7.9% | $4.86万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $65.72万 | 1.00% | 25,833 | 5,154 | 24.9% | $13.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $65.65万 | 1.00% | 956 | -61 | -6.0% | -$4.19万 | 减仓 |
| GLD | SPDR GOLD TR | $60.23万 | 0.92% | 1,635 | 258 | 18.7% | $9.50万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $59.99万 | 0.92% | 26,781 | 4,964 | 22.8% | $11.12万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $58.94万 | 0.90% | 14,628 | 3,033 | 26.2% | $12.22万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $58.42万 | 0.89% | 13,350 | 1,093 | 8.9% | $4.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $58.26万 | 0.89% | 13,133 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $56.54万 | 0.86% | 1,582 | 253 | 19.0% | $9.04万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $55.41万 | 0.85% | 29,271 | 6,755 | 30.0% | $12.79万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $55.20万 | 0.84% | 6,003 | 1,183 | 24.5% | $10.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $54.98万 | 0.84% | 1,474 | 107 | 7.8% | $3.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $53.98万 | 0.83% | 2,698 | -118 | -4.2% | -$2.36万 | 减仓 |
| IEMG | ISHARES INC | $53.98万 | 0.82% | 6,516 | -2,215 | -25.4% | -$18.35万 | 减仓 |
| IEF | ISHARES TR | $53.51万 | 0.82% | 5,658 | 2,174 | 62.4% | $20.56万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $52.82万 | 0.81% | 10,018 | 680 | 7.3% | $3.59万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $51.98万 | 0.79% | 7,299 | -8,020 | -52.4% | -$57.12万 | 减仓 |
| EFG | ISHARES TR | $48.55万 | 0.74% | 3,902 | 868 | 28.6% | $10.80万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $47.77万 | 0.73% | 938 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $43.67万 | 0.67% | 6,042 | 28 | 0.5% | $2,024 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $42.08万 | 0.64% | 4,827 | 409 | 9.3% | $3.57万 | 加仓 |
| MTUM | ISHARES TR | $40.66万 | 0.62% | 1,186 | -94 | -7.3% | -$3.22万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $37.26万 | 0.57% | 7,397 | 1,845 | 33.2% | $9.29万 | 加仓 |
| EBND | SPDR SERIES TRUST | $36.42万 | 0.56% | 17,410 | 3,344 | 23.8% | $7.00万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $35.75万 | 0.55% | 2,798 | 100 | 3.7% | $1.28万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $35.39万 | 0.54% | 6,433 | 0 | 0.0% | — | 不变 |
| GSUS | GOLDMAN SACHS ETF TR | $35.26万 | 0.54% | 3,420 | -68 | -1.9% | -$7,011 | 减仓 |
| TLH | ISHARES TR | $35.17万 | 0.54% | 3,504 | 104 | 3.1% | $1.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.83万 | 0.53% | 1,064 | -11 | -1.0% | -$3,601 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $34.69万 | 0.53% | 9,479 | 9,479 | — | $34.69万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $34.67万 | 0.53% | 6,624 | -3,660 | -35.6% | -$19.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $34.11万 | 0.52% | 2,326 | 42 | 1.8% | $6,158 | 加仓 |
| AAPL | APPLE INC | $34.09万 | 0.52% | 1,178 | -79 | -6.3% | -$2.29万 | 减仓 |
| MGV | VANGUARD WORLD FD | $33.88万 | 0.52% | 2,073 | 1 | 0.0% | $163 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $32.98万 | 0.50% | 10,376 | 3,111 | 42.8% | $9.89万 | 加仓 |
| NULG | NUSHARES ETF TR | $31.97万 | 0.49% | 2,731 | -1,442 | -34.6% | -$16.88万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $31.73万 | 0.48% | 2,483 | -4 | -0.2% | -$511 | 减仓 |
| MBB | ISHARES TR | $30.80万 | 0.47% | 3,258 | 726 | 28.7% | $6.86万 | 加仓 |
| GOVT | ISHARES TR | $30.33万 | 0.46% | 13,316 | 2,500 | 23.1% | $5.70万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $30.24万 | 0.46% | 3,882 | 314 | 8.8% | $2.45万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $30.07万 | 0.46% | 11,784 | -14,769 | -55.6% | -$37.69万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $29.76万 | 0.45% | 5,968 | 5,968 | — | $29.76万 | 新建仓 |
| LLY | ELI LILLY & CO | $29.15万 | 0.45% | 243 | -5 | -2.0% | -$5,998 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $28.74万 | 0.44% | 4,767 | 13 | 0.3% | $784 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $28.40万 | 0.43% | 10,123 | 10,123 | — | $28.40万 | 新建仓 |
| NULV | NUSHARES ETF TR | $28.35万 | 0.43% | 5,671 | -2,790 | -33.0% | -$13.95万 | 减仓 |
| AVGO | BROADCOM INC | $27.99万 | 0.43% | 741 | -76 | -9.3% | -$2.87万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $27.84万 | 0.43% | 6,040 | -58 | -1.0% | -$2,674 | 减仓 |
| SUB | ISHARES TR | $27.69万 | 0.42% | 2,601 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $27.29万 | 0.42% | 5,692 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $27.07万 | 0.41% | 6,279 | -1,707 | -21.4% | -$7.36万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $26.77万 | 0.41% | 5,157 | -1,339 | -20.6% | -$6.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $26.51万 | 0.41% | 1,044 | -140 | -11.8% | -$3.56万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.37万 | 0.40% | 1,384 | 1,384 | — | $26.37万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $26.12万 | 0.40% | 706 | 41 | 6.2% | $1.52万 | 加仓 |
| EFV | ISHARES TR | $25.88万 | 0.40% | 3,381 | -3,697 | -52.2% | -$28.30万 | 减仓 |
| AMZN | AMAZON COM INC | $25.17万 | 0.38% | 1,056 | -219 | -17.2% | -$5.22万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.84万 | 0.38% | 3,486 | -336 | -8.8% | -$2.39万 | 减仓 |
| KLAC | KLA CORP | $24.08万 | 0.37% | 798 | 798 | — | $24.08万 | 新建仓 |
| NUBD | NUSHARES ETF TR | $23.86万 | 0.36% | 10,778 | -7,999 | -42.6% | -$17.71万 | 减仓 |
| HYG | ISHARES TR | $23.36万 | 0.36% | 2,921 | -60 | -2.0% | -$4,798 | 减仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $23.22万 | 0.35% | 7,135 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $23.14万 | 0.35% | 5,035 | -17,988 | -78.1% | -$82.66万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $22.91万 | 0.35% | 6,772 | 6,772 | — | $22.91万 | 新建仓 |
| ABBV | ABBVIE INC | $22.65万 | 0.35% | 900 | 1 | 0.1% | $252 | 重新持有 |
| NUDM | NUSHARES ETF TR | $22.42万 | 0.34% | 5,602 | -2,751 | -32.9% | -$11.01万 | 减仓 |
| CSCO | CISCO SYS INC | $22.01万 | 0.34% | 1,874 | 1,874 | — | $22.01万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $20.98万 | 0.32% | 4,171 | 4,171 | — | $20.98万 | 新建仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -10,500 | -100.0% | -$186.76万 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -6,973 | -100.0% | -$33.18万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,692 | -100.0% | -$32.46万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,458 | -100.0% | -$24.74万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,921 | -100.0% | -$21.51万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -4,132 | -100.0% | -$20.68万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,216 | -100.0% | -$20.31万 | 清仓 |