LCW Services, LLC
VIRGINIA BEACH VA · SEC CIK 0002110690
$2.30亿2026Q2 申报市值
40持仓数
77.2%前十大占比 · 第一大 20.4%
0 / 0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
BND 加仓+$159.28万
IVV 加仓+$142.74万
SCHF 加仓+$140.52万
IJH 加仓+$70.07万
RSP 加仓+$69.04万
2026Q2 卖出最多 按季末市值估算
VLUE 减仓-$90.95万
MUB 减仓-$42.92万
SPY 减仓-$31.89万
SPTL 减仓-$28.30万
VTEB 减仓-$16.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,686.97万 | 20.41% | 62,586 | 1,906 | 3.1% | $142.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,693.28万 | 16.08% | 1,333,313 | 50,730 | 4.0% | $140.52万 | 加仓 |
| IJH | ISHARES TR | $2,381.84万 | 10.37% | 308,888 | 9,087 | 3.0% | $70.07万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,471.33万 | 6.41% | 200,427 | 21,698 | 12.1% | $159.28万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,435.64万 | 6.25% | 240,516 | 9,154 | 4.0% | $54.64万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $938.07万 | 4.09% | 44,089 | 3,245 | 7.9% | $69.04万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $936.41万 | 4.08% | 217,064 | 11,980 | 5.8% | $51.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $773.50万 | 3.37% | 10,358 | -427 | -4.0% | -$31.89万 | 减仓 |
| VLUE | ISHARES TR | $714.54万 | 3.11% | 35,761 | -4,552 | -11.3% | -$90.95万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $694.76万 | 3.03% | 157,792 | 6,966 | 4.6% | $30.67万 | 加仓 |
| EZU | ISHARES INC | $642.92万 | 2.80% | 92,506 | 5,547 | 6.4% | $38.55万 | 加仓 |
| TLT | ISHARES TR | $575.18万 | 2.50% | 66,556 | 7,537 | 12.8% | $65.13万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $546.01万 | 2.38% | 199,783 | 10,646 | 5.6% | $29.10万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $521.75万 | 2.27% | 328,560 | -7,172 | -2.1% | -$11.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $445.59万 | 1.94% | 62,539 | -1,617 | -2.5% | -$11.52万 | 减仓 |
| IWB | ISHARES TR | $345.33万 | 1.50% | 8,433 | -9 | -0.1% | -$3,686 | 减仓 |
| IJR | ISHARES TR | $303.36万 | 1.32% | 20,455 | -172 | -0.8% | -$2.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $262.95万 | 1.15% | 32,636 | 584 | 1.8% | $4.71万 | 加仓 |
| IEFA | ISHARES TR | $220.71万 | 0.96% | 22,853 | -229 | -1.0% | -$2.21万 | 减仓 |
| IWM | ISHARES TR | $164.17万 | 0.71% | 5,464 | 11 | 0.2% | $3,305 | 加仓 |
| IUSB | ISHARES TR | $150.40万 | 0.65% | 32,589 | -2,687 | -7.6% | -$12.40万 | 减仓 |
| ITM | VANECK ETF TRUST | $134.83万 | 0.59% | 28,693 | -1,977 | -6.4% | -$9.29万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $121.08万 | 0.53% | 23,938 | -3,167 | -11.7% | -$16.02万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $89.09万 | 0.39% | 37,622 | -1,499 | -3.8% | -$3.55万 | 减仓 |
| IEMG | ISHARES INC | $88.23万 | 0.38% | 10,651 | -292 | -2.7% | -$2.42万 | 减仓 |
| EUSA | ISHARES INC | $76.22万 | 0.33% | 6,675 | 8 | 0.1% | $914 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $59.29万 | 0.26% | 6,696 | 94 | 1.4% | $8,323 | 加仓 |
| AGG | ISHARES TR | $56.89万 | 0.25% | 5,748 | 94 | 1.7% | $9,304 | 加仓 |
| MUB | ISHARES TR | $49.28万 | 0.21% | 4,579 | -3,988 | -46.6% | -$42.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $41.01万 | 0.18% | 1,108 | -135 | -10.9% | -$5.00万 | 减仓 |
| AMZN | AMAZON COM INC | $40.92万 | 0.18% | 1,717 | -31 | -1.8% | -$7,389 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $39.31万 | 0.17% | 8,641 | -186 | -2.1% | -$8,461 | 减仓 |
| SPTL | SPDR SERIES TRUST | $37.67万 | 0.16% | 14,363 | -10,788 | -42.9% | -$28.30万 | 减仓 |
| INTF | ISHARES TR | $36.27万 | 0.16% | 8,856 | -1,894 | -17.6% | -$7.76万 | 减仓 |
| — | TREACE MED CONCEPTS INC | $36.15万 | 0.16% | 90,821 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $33.81万 | 0.15% | 11,487 | 1,500 | 15.0% | $4.41万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $32.45万 | 0.14% | 1,489 | -68 | -4.4% | -$1.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $32.38万 | 0.14% | 1,618 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $30.30万 | 0.13% | 1,047 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $22.75万 | 0.10% | 1,912 | -1 | -0.1% | -$119 | 重新持有 |