LOCKERMAN FINANCIAL GROUP, INC.
NEWPORT BEACH CA · SEC CIK 0001906539
$5,555.75万2026Q1 申报市值
87持仓数
39.6%前十大占比 · 第一大 6.3%
7 / 3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
FISR 加仓+$81.86万
SPLB 新建仓+$48.48万
IVV 加仓+$43.32万
CERY 加仓+$41.55万
EFG 新建仓+$33.79万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$53.20万
BIL 重新持有-$43.14万
OEF 清仓-$42.97万
SPTL 减仓-$28.84万
ISHARES TR 清仓-$23.71万
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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,253 | -100.0% | -$42.97万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -7,942 | -100.0% | -$23.71万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUEM | NUSHARES ETF TR | $0 | 0.00% | 0 | -5,729 | -100.0% | -$20.38万 | 清仓 |
| BIL | SPDR SERIES TRUST | $20.31万 | 0.37% | 2,216 | -4,708 | -68.0% | -$43.14万 | 重新持有 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $20.67万 | 0.37% | 7,135 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $20.68万 | 0.37% | 4,132 | 4,132 | — | $20.68万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $20.92万 | 0.38% | 5,692 | -283 | -4.7% | -$1.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $21.33万 | 0.38% | 665 | -21 | -3.1% | -$6,737 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $21.51万 | 0.39% | 2,921 | -71 | -2.4% | -$5,228 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $22.80万 | 0.41% | 5,552 | 5,552 | — | $22.80万 | 新建仓 |
| LLY | ELI LILLY & CO | $22.80万 | 0.41% | 248 | -1 | -0.4% | -$919 | 减仓 |
| HYG | ISHARES TR | $23.72万 | 0.43% | 2,981 | 397 | 15.4% | $3.16万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $23.77万 | 0.43% | 7,265 | 7,265 | — | $23.77万 | 新建仓 |
| MBB | ISHARES TR | $24.04万 | 0.43% | 2,532 | 2,532 | — | $24.04万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.49万 | 0.44% | 3,822 | -366 | -8.7% | -$2.35万 | 减仓 |
| — | EXXON MOBIL CORP | $24.74万 | 0.45% | 1,458 | -377 | -20.5% | -$6.40万 | 重新持有 |
| GOVT | ISHARES TR | $24.78万 | 0.45% | 10,816 | 10,816 | — | $24.78万 | 新建仓 |
| AVGO | BROADCOM INC | $25.29万 | 0.46% | 817 | -4 | -0.5% | -$1,238 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $26.07万 | 0.47% | 4,754 | 266 | 5.9% | $1.46万 | 加仓 |
| AMZN | AMAZON COM INC | $26.55万 | 0.48% | 1,275 | 134 | 11.7% | $2.79万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $27.29万 | 0.49% | 2,487 | 30 | 1.2% | $3,291 | 加仓 |
| SUB | ISHARES TR | $27.70万 | 0.50% | 2,601 | 0 | 0.0% | — | 不变 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $27.95万 | 0.50% | 6,098 | -1,891 | -23.7% | -$8.67万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $27.98万 | 0.50% | 3,568 | -68 | -1.9% | -$5,332 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $28.93万 | 0.52% | 7,986 | 2,350 | 41.7% | $8.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $28.94万 | 0.52% | 1,184 | -11 | -0.9% | -$2,689 | 减仓 |
| EBND | SPDR SERIES TRUST | $29.03万 | 0.52% | 14,066 | 1,660 | 13.4% | $3.43万 | 加仓 |
| MGV | VANGUARD WORLD FD | $30.03万 | 0.54% | 2,072 | 18 | 0.9% | $2,609 | 加仓 |
| NUDM | NUSHARES ETF TR | $30.16万 | 0.54% | 8,353 | -3,030 | -26.6% | -$10.94万 | 减仓 |
| MTUM | ISHARES TR | $30.72万 | 0.55% | 1,280 | 378 | 41.9% | $9.07万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $30.77万 | 0.55% | 9,338 | 2,905 | 45.2% | $9.57万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $31.00万 | 0.56% | 2,698 | 74 | 2.8% | $8,503 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $31.17万 | 0.56% | 6,433 | 0 | 0.0% | — | 不变 |
| GSUS | GOLDMAN SACHS ETF TR | $31.25万 | 0.56% | 3,488 | -261 | -7.0% | -$2.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $31.62万 | 0.57% | 1,075 | 27 | 2.6% | $7,942 | 加仓 |
| AAPL | APPLE INC | $31.90万 | 0.57% | 1,257 | -34 | -2.6% | -$8,629 | 减仓 |
| QUAL | ISHARES TR | $32.46万 | 0.58% | 1,692 | 459 | 37.2% | $8.81万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $32.80万 | 0.59% | 4,418 | 45 | 1.0% | $3,341 | 加仓 |
| PG | PROCTER & GAMBLE CO | $32.98万 | 0.59% | 2,284 | 210 | 10.1% | $3.03万 | 加仓 |
| QLTA | ISHARES TR | $33.18万 | 0.60% | 6,973 | -1,239 | -15.1% | -$5.90万 | 减仓 |
| IEF | ISHARES TR | $33.25万 | 0.60% | 3,484 | 236 | 7.3% | $2.25万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $33.67万 | 0.61% | 6,496 | 1,113 | 20.7% | $5.77万 | 加仓 |
| EFG | ISHARES TR | $33.79万 | 0.61% | 3,034 | 3,034 | — | $33.79万 | 新建仓 |
| TLH | ISHARES TR | $34.25万 | 0.62% | 3,400 | 1,249 | 58.1% | $12.58万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $36.88万 | 0.66% | 6,014 | 6 | 0.1% | $368 | 加仓 |
| NULG | NUSHARES ETF TR | $37.95万 | 0.68% | 4,173 | -1,574 | -27.4% | -$14.31万 | 减仓 |
| GOOGL | ALPHABET INC | $38.22万 | 0.69% | 1,329 | 100 | 8.1% | $2.88万 | 加仓 |
| NULV | NUSHARES ETF TR | $38.50万 | 0.69% | 8,461 | -3,335 | -28.3% | -$15.17万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $41.28万 | 0.74% | 4,820 | 512 | 11.9% | $4.38万 | 加仓 |
| NUBD | NUSHARES ETF TR | $41.70万 | 0.75% | 18,777 | -5,714 | -23.3% | -$12.69万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $43.21万 | 0.78% | 22,516 | 4,666 | 26.1% | $8.95万 | 加仓 |
| IGEB | ISHARES TR | $45.49万 | 0.82% | 10,095 | 693 | 7.4% | $3.12万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $46.54万 | 0.84% | 11,595 | 1,756 | 17.8% | $7.05万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $48.48万 | 0.87% | 21,817 | 21,817 | — | $48.48万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $48.75万 | 0.88% | 18,535 | -10,967 | -37.2% | -$28.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $49.11万 | 0.88% | 2,816 | 102 | 3.8% | $1.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $50.60万 | 0.91% | 1,367 | -43 | -3.0% | -$1.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $51.03万 | 0.92% | 13,133 | -393 | -2.9% | -$1.53万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $51.28万 | 0.92% | 20,679 | 2,655 | 14.7% | $6.58万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $51.76万 | 0.93% | 12,257 | 327 | 2.7% | $1.38万 | 加仓 |
| EFV | ISHARES TR | $52.63万 | 0.95% | 7,078 | 1,728 | 32.3% | $12.85万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $53.41万 | 0.96% | 10,284 | 3,701 | 56.2% | $19.22万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $53.88万 | 0.97% | 9,098 | 270 | 3.1% | $1.60万 | 加仓 |
| JNK | SPDR SERIES TRUST | $56.32万 | 1.01% | 5,884 | 2,858 | 94.4% | $27.36万 | 加仓 |
| GLD | SPDR GOLD TR | $59.25万 | 1.07% | 1,377 | -157 | -10.2% | -$6.76万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $60.80万 | 1.09% | 1,017 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $60.90万 | 1.10% | 8,731 | 1,002 | 13.0% | $6.99万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $63.38万 | 1.14% | 10,894 | 1,447 | 15.3% | $8.42万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $63.99万 | 1.15% | 938 | -17 | -1.8% | -$1.16万 | 减仓 |
| IVW | ISHARES TR | $65.64万 | 1.18% | 5,803 | 1,766 | 43.7% | $19.98万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $68.03万 | 1.22% | 26,553 | 13,072 | 97.0% | $33.49万 | 加仓 |
| IVE | ISHARES TR | $76.29万 | 1.37% | 3,613 | 600 | 19.9% | $12.67万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $78.83万 | 1.42% | 16,314 | -2,716 | -14.3% | -$13.12万 | 减仓 |
| IUSB | ISHARES TR | $82.21万 | 1.48% | 17,798 | 5,953 | 50.3% | $27.50万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $85.34万 | 1.54% | 11,150 | 168 | 1.5% | $1.29万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $94.99万 | 1.71% | 19,040 | 0 | 0.0% | — | 不变 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $99.99万 | 1.80% | 15,319 | 52 | 0.3% | $3,394 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $102.25万 | 1.84% | 20,455 | 681 | 3.4% | $3.40万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $106.28万 | 1.91% | 23,023 | -215 | -0.9% | -$9,924 | 减仓 |
| CERY | SPDR SERIES TRUST | $111.76万 | 2.01% | 31,714 | 11,791 | 59.2% | $41.55万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $133.14万 | 2.40% | 24,761 | -341 | -1.4% | -$1.83万 | 减仓 |
| IVV | ISHARES TR | $149.94万 | 2.70% | 2,295 | 663 | 40.6% | $43.32万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $164.48万 | 2.96% | 21,717 | -1,454 | -6.3% | -$11.01万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $178.78万 | 3.22% | 38,111 | 1,638 | 4.5% | $7.68万 | 加仓 |
| — | MASIMO CORP | $186.76万 | 3.36% | 10,500 | -1,300 | -11.0% | -$23.12万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $217.30万 | 3.91% | 47,601 | -2,990 | -5.9% | -$13.65万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $230.04万 | 4.14% | 39,841 | 1,963 | 5.2% | $11.33万 | 加仓 |
| FISR | SSGA ACTIVE TR | $266.13万 | 4.79% | 103,473 | 31,827 | 44.4% | $81.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $326.54万 | 5.88% | 5,021 | -818 | -14.0% | -$53.20万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $348.41万 | 6.27% | 29,733 | 587 | 2.0% | $6.88万 | 加仓 |