Lynch Investment Planning, LLC
NEWTOWN SQUARE PA · SEC CIK 0002110354
$1.11亿2026Q1 申报市值
54持仓数
70.4%前十大占比 · 第一大 15.9%
2 / 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
BOND 加仓+$360.72万
IEFA 加仓+$251.73万
IJR 加仓+$157.36万
BSV 加仓+$117.39万
SPY 加仓+$70.04万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$195.00万
IJH 减仓-$27.05万
DGRS 清仓-$23.65万
HYG 清仓-$20.13万
EFA 减仓-$13.21万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRS | WISDOMTREE TR | $0 | 0.00% | 0 | -4,766 | -100.0% | -$23.65万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,496 | -100.0% | -$20.13万 | 清仓 |
| QCOM | QUALCOMM INC | $20.72万 | 0.19% | 1,609 | -69 | -4.1% | -$8,886 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.17万 | 0.19% | 2,258 | 2,258 | — | $21.17万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.62万 | 0.19% | 739 | -15 | -2.0% | -$4,388 | 减仓 |
| O | REALTY INCOME CORP | $22.11万 | 0.20% | 3,598 | -373 | -9.4% | -$2.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.77万 | 0.21% | 239 | -15 | -5.9% | -$1.49万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.94万 | 0.22% | 988 | 7 | 0.7% | $1,696 | 加仓 |
| XBIL | RBB FD INC | $25.42万 | 0.23% | 5,067 | -1,865 | -26.9% | -$9.36万 | 减仓 |
| AVGO | BROADCOM INC | $25.57万 | 0.23% | 826 | -42 | -4.8% | -$1.30万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.07万 | 0.24% | 8,073 | 6 | 0.1% | $201 | 加仓 |
| IVV | ISHARES TR | $29.46万 | 0.26% | 451 | 451 | — | $29.46万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $29.67万 | 0.27% | 1,214 | -53 | -4.2% | -$1.30万 | 减仓 |
| — | EXXON MOBIL CORP | $29.79万 | 0.27% | 1,756 | 9 | 0.5% | $1,527 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.12万 | 0.27% | 1,150 | -50 | -4.2% | -$1.31万 | 减仓 |
| LOW | LOWES COS INC | $30.58万 | 0.27% | 1,294 | 5 | 0.4% | $1,182 | 加仓 |
| — | HONEYWELL INTL INC | $31.31万 | 0.28% | 1,385 | -51 | -3.6% | -$1.15万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $31.85万 | 0.29% | 928 | -42 | -4.3% | -$1.44万 | 减仓 |
| WFC | WELLS FARGO & CO | $35.63万 | 0.32% | 4,476 | 25 | 0.6% | $1,990 | 加仓 |
| RTX | RTX CORPORATION | $37.79万 | 0.34% | 1,959 | -231 | -10.5% | -$4.46万 | 减仓 |
| ABBV | ABBVIE INC | $37.88万 | 0.34% | 1,742 | 1 | 0.1% | $217 | 加仓 |
| CSCO | CISCO SYS INC | $37.91万 | 0.34% | 4,886 | -148 | -2.9% | -$1.15万 | 减仓 |
| SHV | ISHARES TR | $38.89万 | 0.35% | 3,523 | -163 | -4.4% | -$1.80万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.79万 | 0.37% | 1,404 | 9 | 0.6% | $2,615 | 加仓 |
| EMR | EMERSON ELEC CO | $42.13万 | 0.38% | 3,216 | 2 | 0.1% | $262 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.14万 | 0.43% | 2,350 | -110 | -4.5% | -$2.25万 | 减仓 |
| HD | HOME DEPOT INC | $49.20万 | 0.44% | 1,496 | -133 | -8.2% | -$4.37万 | 减仓 |
| DE | DEERE & CO | $49.98万 | 0.45% | 885 | 3 | 0.3% | $1,694 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $55.37万 | 0.50% | 12,272 | -1,863 | -13.2% | -$8.41万 | 减仓 |
| WMT | WALMART INC | $57.11万 | 0.51% | 4,586 | -225 | -4.7% | -$2.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $59.75万 | 0.54% | 3,426 | -63 | -1.8% | -$1.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $72.65万 | 0.65% | 2,470 | -71 | -2.8% | -$2.09万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $93.03万 | 0.84% | 12,379 | 2,939 | 31.1% | $22.09万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $95.52万 | 0.86% | 18,791 | 798 | 4.4% | $4.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.30万 | 0.92% | 2,135 | -88 | -4.0% | -$4.22万 | 减仓 |
| AMZN | AMAZON COM INC | $102.58万 | 0.92% | 4,925 | -20 | -0.4% | -$4,166 | 减仓 |
| EFA | ISHARES TR | $103.85万 | 0.93% | 10,692 | -1,360 | -11.3% | -$13.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $104.59万 | 0.94% | 1,750 | 28 | 1.6% | $1.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $115.93万 | 1.04% | 3,132 | -113 | -3.5% | -$4.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $139.78万 | 1.26% | 2,422 | -39 | -1.6% | -$2.25万 | 减仓 |
| IJH | ISHARES TR | $149.23万 | 1.34% | 22,098 | -4,005 | -15.3% | -$27.05万 | 减仓 |
| GOOGL | ALPHABET INC | $203.33万 | 1.83% | 7,071 | -79 | -1.1% | -$2.27万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $205.57万 | 1.85% | 10,478 | 3,119 | 42.4% | $61.19万 | 加仓 |
| AAPL | APPLE INC | $221.44万 | 1.99% | 8,725 | 720 | 9.0% | $18.27万 | 加仓 |
| OEF | ISHARES TR | $243.79万 | 2.19% | 7,665 | -6,131 | -44.4% | -$195.00万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $330.09万 | 2.97% | 22,762 | 759 | 3.4% | $11.01万 | 加仓 |
| DGRO | ISHARES TR | $445.55万 | 4.00% | 63,487 | 534 | 0.8% | $3.75万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $473.13万 | 4.25% | 10,193 | 1,096 | 12.0% | $50.87万 | 加仓 |
| IJR | ISHARES TR | $483.32万 | 4.34% | 38,880 | 12,659 | 48.3% | $157.36万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $556.84万 | 5.00% | 23,434 | 1,348 | 6.1% | $32.03万 | 加仓 |
| AGG | ISHARES TR | $571.97万 | 5.14% | 57,618 | 6,974 | 13.8% | $69.23万 | 加仓 |
| IEFA | ISHARES TR | $705.57万 | 6.34% | 77,937 | 27,806 | 55.5% | $251.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $847.31万 | 7.61% | 230,498 | 28 | 0.0% | $1,029 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $859.32万 | 7.72% | 109,593 | 14,971 | 15.8% | $117.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,113.22万 | 10.00% | 17,071 | 1,074 | 6.7% | $70.04万 | 加仓 |
| BOND | PIMCO ETF TR | $1,774.03万 | 15.94% | 192,244 | 39,090 | 25.5% | $360.72万 | 加仓 |