Lionshead Wealth Management, LLC
New York NY · SEC CIK 0002056752
$1.36亿2026Q1 申报市值
108持仓数
40.3%前十大占比 · 第一大 6.7%
5 / 2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
JAAA 加仓+$291.81万
VGSH 加仓+$121.19万
AZZ 加仓+$87.59万
JMBS 加仓+$70.39万
AOS 加仓+$62.56万
2026Q1 卖出最多 按季末市值估算
PWR 减仓-$113.70万
SGOV 减仓-$41.43万
SPGI 清仓-$22.89万
VO 清仓-$20.21万
MEAR 减仓-$17.67万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EZM | WISDOMTREE TR | $285.77万 | 2.11% | 42,512 | -829 | -1.9% | -$5.57万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $287.43万 | 2.12% | 15,597 | 72 | 0.5% | $1.33万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $299.16万 | 2.20% | 119,760 | 8,899 | 8.0% | $22.23万 | 加仓 |
| TGRW | T ROWE PRICE ETF INC | $311.75万 | 2.30% | 76,980 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $366.62万 | 2.70% | 62,627 | 20,702 | 49.4% | $121.19万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $390.03万 | 2.87% | 85,946 | 15,511 | 22.0% | $70.39万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $415.27万 | 3.06% | 42,413 | -1,131 | -2.6% | -$11.07万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $518.98万 | 3.82% | 69,023 | -709 | -1.0% | -$5.33万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $529.54万 | 3.90% | 84,793 | 248 | 0.3% | $1.55万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $565.12万 | 4.16% | 73,222 | 465 | 0.6% | $3.59万 | 加仓 |
| AAPL | APPLE INC | $613.25万 | 4.52% | 24,164 | -305 | -1.2% | -$7.74万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $841.85万 | 6.20% | 166,464 | 57,702 | 53.1% | $291.81万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $916.05万 | 6.75% | 235,127 | 1,939 | 0.8% | $7.55万 | 加仓 |