Lionshead Wealth Management, LLC
New York NY · SEC CIK 0002056752
$1.54亿2026Q2 申报市值
112持仓数
38.8%前十大占比 · 第一大 6.4%
10 / 9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
VBK 新建仓+$168.46万
TMO 加仓+$100.01万
ABBV 加仓+$58.43万
SJNK 加仓+$56.15万
VOT 加仓+$40.55万
2026Q2 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$154.44万
TMUS 清仓-$85.21万
HYG 清仓-$55.13万
VGSH 减仓-$48.85万
SGOV 减仓-$31.81万
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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $224.43万 | 1.46% | 27,653 | -624 | -2.2% | -$5.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $227.53万 | 1.48% | 11,942 | -1 | -0.0% | -$191 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $268.23万 | 1.74% | 3,591 | -26 | -0.7% | -$1.94万 | 减仓 |
| SOXX | ISHARES TR | $282.77万 | 1.84% | 4,413 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $284.02万 | 1.84% | 3,856 | -1 | -0.0% | -$737 | 减仓 |
| PWR | QUANTA SVCS INC | $293.27万 | 1.90% | 4,073 | -25 | -0.6% | -$1.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $297.43万 | 1.93% | 5,120 | 52 | 1.0% | $3.02万 | 加仓 |
| EZM | WISDOMTREE TR | $313.76万 | 2.04% | 41,401 | -1,111 | -2.6% | -$8.42万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $315.64万 | 2.05% | 54,233 | -8,394 | -13.4% | -$48.85万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $323.66万 | 2.10% | 16,379 | 782 | 5.0% | $15.45万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $337.86万 | 2.19% | 11,030 | 1,324 | 13.6% | $40.55万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $355.92万 | 2.31% | 142,195 | 22,435 | 18.7% | $56.15万 | 加仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $367.35万 | 2.38% | 76,980 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $403.45万 | 2.62% | 89,288 | 3,342 | 3.9% | $15.10万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $500.65万 | 3.25% | 42,074 | -339 | -0.8% | -$4.03万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $581.08万 | 3.77% | 75,759 | 2,537 | 3.5% | $19.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $608.94万 | 3.95% | 87,115 | 2,322 | 2.7% | $16.23万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $624.68万 | 4.06% | 69,332 | 309 | 0.4% | $2.78万 | 加仓 |
| AAPL | APPLE INC | $728.31万 | 4.73% | 25,169 | 1,005 | 4.2% | $29.08万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $825.53万 | 5.36% | 162,857 | -3,607 | -2.2% | -$18.28万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $981.88万 | 6.37% | 238,031 | 2,904 | 1.2% | $11.98万 | 加仓 |