Long Island Wealth Management, Inc.
MELVILLE NY · SEC CIK 0002011177
$2.16亿2026Q1 申报市值
89持仓数
55.2%前十大占比 · 第一大 9.2%
4 / 1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
ETF SER SOLUTION 新建仓+$1,268.92万
IJAN 加仓+$310.80万
PGIM ROCK ETF TR 加仓+$239.96万
VT 加仓+$233.64万
KJAN 加仓+$155.61万
2026Q1 卖出最多 按季末市值估算
PJAN 减仓-$1,339.77万
MOAT 减仓-$140.36万
SCHB 减仓-$101.13万
PBFR 减仓-$75.41万
VTI 减仓-$31.54万
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 |
|---|---|---|---|---|---|---|---|---|
| KJAN | INNOVATOR ETFS TRUST | $1,973.43万 | 9.15% | 472,994 | 37,298 | 8.6% | $155.61万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $1,852.04万 | 8.59% | 510,484 | 85,666 | 20.2% | $310.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,770.53万 | 8.21% | 55,189 | -983 | -1.7% | -$31.54万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,375.94万 | 6.38% | 99,475 | 16,891 | 20.5% | $233.64万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,268.92万 | 5.89% | 505,604 | 505,604 | — | $1,268.92万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $807.89万 | 3.75% | 241,412 | -4,151 | -1.7% | -$13.89万 | 减仓 |
| CALF | PACER FDS TR | $789.57万 | 3.66% | 175,968 | -5,551 | -3.1% | -$24.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $789.28万 | 3.66% | 232,619 | 7,711 | 3.4% | $26.16万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $674.04万 | 3.13% | 32,752 | 372 | 1.1% | $7.66万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $601.93万 | 2.79% | 112,785 | 16,611 | 17.3% | $88.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $554.78万 | 2.57% | 28,276 | 13 | 0.0% | $2,551 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $497.09万 | 2.31% | 170,645 | -8,450 | -4.7% | -$24.61万 | 减仓 |
| — | PGIM ROCK ETF TR | $496.70万 | 2.30% | 163,247 | 78,867 | 93.5% | $239.96万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $479.17万 | 2.22% | 103,874 | -290,433 | -73.7% | -$1,339.77万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $475.63万 | 2.21% | 122,547 | -134 | -0.1% | -$5,201 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $399.03万 | 1.85% | 8,327 | 127 | 1.5% | $6.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $350.73万 | 1.63% | 5,869 | 91 | 1.6% | $5.44万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $346.28万 | 1.61% | 94,923 | -2,200 | -2.3% | -$8.03万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $326.59万 | 1.51% | 130,116 | -40,291 | -23.6% | -$101.13万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $283.39万 | 1.31% | 114,499 | 7,242 | 6.8% | $17.92万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $261.49万 | 1.21% | 29,561 | 72 | 0.2% | $6,369 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $232.84万 | 1.08% | 60,525 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $223.81万 | 1.04% | 28,234 | 8,085 | 40.1% | $64.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $209.87万 | 0.97% | 33,606 | 7,682 | 29.6% | $47.97万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $202.52万 | 0.94% | 44,057 | -2,081 | -4.5% | -$9.57万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $196.13万 | 0.91% | 58,113 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $181.96万 | 0.84% | 24,228 | 2,278 | 10.4% | $17.11万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $159.28万 | 0.74% | 51,447 | 1,134 | 2.3% | $3.51万 | 加仓 |
| VGT | VANGUARD WORLD FD | $157.95万 | 0.73% | 2,264 | 154 | 7.3% | $10.74万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $155.50万 | 0.72% | 21,929 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $148.19万 | 0.69% | 48,588 | 19 | 0.0% | $579 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $147.03万 | 0.68% | 20,102 | -1,781 | -8.1% | -$13.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $142.58万 | 0.66% | 44,514 | -1,372 | -3.0% | -$4.39万 | 减仓 |
| COWG | PACER FDS TR | $138.97万 | 0.64% | 41,188 | 1,139 | 2.8% | $3.84万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $129.52万 | 0.60% | 36,613 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $125.14万 | 0.58% | 4,931 | 77 | 1.6% | $1.95万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $118.62万 | 0.55% | 27,903 | -3,421 | -10.9% | -$14.54万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $115.89万 | 0.54% | 8,610 | 144 | 1.7% | $1.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $110.11万 | 0.51% | 1,105 | 4 | 0.4% | $3,986 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $109.33万 | 0.51% | 25,724 | -800 | -3.0% | -$3.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.91万 | 0.44% | 3,957 | -67 | -1.7% | -$1.62万 | 减仓 |
| LLY | ELI LILLY & CO | $95.29万 | 0.44% | 1,036 | 6 | 0.6% | $5,519 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $89.21万 | 0.41% | 30,678 | 1,809 | 6.3% | $5.26万 | 加仓 |
| VHT | VANGUARD WORLD FD | $87.07万 | 0.40% | 3,197 | 95 | 3.1% | $2.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $83.89万 | 0.39% | 4,810 | 180 | 3.9% | $3.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $82.88万 | 0.38% | 2,239 | 62 | 2.8% | $2.30万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $79.08万 | 0.37% | 22,146 | 14,619 | 194.2% | $52.20万 | 加仓 |
| COWZ | PACER FDS TR | $76.27万 | 0.35% | 12,192 | -836 | -6.4% | -$5.23万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $75.37万 | 0.35% | 1,726 | -222 | -11.4% | -$9.69万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $72.55万 | 0.34% | 20,699 | 2,300 | 12.5% | $8.06万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $66.63万 | 0.31% | 12,624 | 6,510 | 106.5% | $34.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $66.49万 | 0.31% | 19,598 | 1,399 | 7.7% | $4.75万 | 加仓 |
| VFH | VANGUARD WORLD FD | $56.46万 | 0.26% | 4,674 | -481 | -9.3% | -$5.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $51.35万 | 0.24% | 890 | 1 | 0.1% | $577 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.32万 | 0.23% | 2,340 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $50.04万 | 0.23% | 6,048 | -1,375 | -18.5% | -$11.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $46.06万 | 0.21% | 12,046 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $43.59万 | 0.20% | 8,737 | -484 | -5.2% | -$2.41万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $43.37万 | 0.20% | 6,073 | -625 | -9.3% | -$4.46万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $43.30万 | 0.20% | 11,945 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $41.06万 | 0.19% | 9,525 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $36.75万 | 0.17% | 11,000 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $36.25万 | 0.17% | 3,578 | -1,730 | -32.6% | -$17.53万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $35.81万 | 0.17% | 1,943 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $34.77万 | 0.16% | 808 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $34.16万 | 0.16% | 1,640 | 55 | 3.5% | $1.15万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $33.83万 | 0.16% | 2,989 | 5 | 0.2% | $566 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $33.67万 | 0.16% | 6,371 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $33.47万 | 0.16% | 932 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $31.43万 | 0.15% | 3,250 | -14,515 | -81.7% | -$140.36万 | 减仓 |
| GOOG | ALPHABET INC | $30.99万 | 0.14% | 1,080 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $30.62万 | 0.14% | 11,700 | 11,700 | — | $30.62万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $30.09万 | 0.14% | 2,264 | 82 | 3.8% | $1.09万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $28.92万 | 0.13% | 9,974 | -26,003 | -72.3% | -$75.41万 | 减仓 |
| FTV | FORTIVE CORP | $27.88万 | 0.13% | 5,043 | 5 | 0.1% | $276 | 加仓 |
| CW | CURTISS WRIGHT CORP | $27.59万 | 0.13% | 405 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $27.49万 | 0.13% | 1,216 | 5 | 0.4% | $1,130 | 加仓 |
| VOT | VANGUARD INDEX FDS | $25.63万 | 0.12% | 996 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.25万 | 0.12% | 1,161 | 23 | 2.0% | $5,001 | 加仓 |
| AMGN | AMGEN INC | $24.52万 | 0.11% | 697 | 5 | 0.7% | $1,759 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $23.91万 | 0.11% | 6,730 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $23.81万 | 0.11% | 724 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $22.63万 | 0.10% | 4,374 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $22.23万 | 0.10% | 2,880 | -2,476 | -46.2% | -$19.11万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $21.30万 | 0.10% | 6,800 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $21.14万 | 0.10% | 7,113 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $21.09万 | 0.10% | 5,300 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $20.23万 | 0.09% | 4,064 | 4,064 | — | $20.23万 | 新建仓 |
| IAPR | INNOVATOR ETFS TRUST | $20.16万 | 0.09% | 6,367 | 6,367 | — | $20.16万 | 新建仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -318 | -100.0% | -$20.99万 | 清仓 |