LCW Services, LLC
VIRGINIA BEACH VA · SEC CIK 0002110690
$2.01亿2026Q1 申报市值
39持仓数
75.6%前十大占比 · 第一大 19.7%
3 / 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
SDVY 新建仓+$808.65万
XLRE 新建仓+$615.82万
IVV 加仓+$232.28万
SCHF 加仓+$190.19万
BND 加仓+$175.13万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$847.42万
VEA 减仓-$156.59万
IUSB 减仓-$151.24万
VNQ 清仓-$115.67万
SPY 减仓-$104.83万
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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -13,071 | -100.0% | -$115.67万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -9,799 | -100.0% | -$76.31万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TREACE MED CONCEPTS INC | $12.17万 | 0.06% | 90,821 | 35,971 | 65.6% | $4.82万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.61万 | 0.13% | 9,987 | 722 | 7.8% | $1.85万 | 加仓 |
| AAPL | APPLE INC | $26.57万 | 0.13% | 1,047 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $28.22万 | 0.14% | 1,618 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $30.55万 | 0.15% | 1,557 | 395 | 34.0% | $7.75万 | 加仓 |
| AMZN | AMAZON COM INC | $36.41万 | 0.18% | 1,748 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $39.89万 | 0.20% | 1,243 | 400 | 47.4% | $12.84万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $40.27万 | 0.20% | 8,827 | 792 | 9.9% | $3.61万 | 加仓 |
| INTF | ISHARES TR | $41.88万 | 0.21% | 10,750 | -24,052 | -69.1% | -$93.71万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $54.42万 | 0.27% | 6,602 | 6,602 | — | $54.42万 | 新建仓 |
| AGG | ISHARES TR | $56.13万 | 0.28% | 5,654 | 1,374 | 32.1% | $13.64万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $66.15万 | 0.33% | 25,151 | 6,001 | 31.3% | $15.78万 | 加仓 |
| EUSA | ISHARES INC | $67.85万 | 0.34% | 6,667 | 4,485 | 205.5% | $45.64万 | 加仓 |
| IEMG | ISHARES INC | $76.33万 | 0.38% | 10,943 | 2,212 | 25.3% | $15.43万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $84.07万 | 0.42% | 39,121 | 25,990 | 197.9% | $55.85万 | 加仓 |
| MUB | ISHARES TR | $90.94万 | 0.45% | 8,567 | 116 | 1.4% | $1.23万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $135.23万 | 0.67% | 27,105 | -2,660 | -8.9% | -$13.27万 | 减仓 |
| IWM | ISHARES TR | $135.23万 | 0.67% | 5,453 | 2,941 | 117.1% | $72.94万 | 加仓 |
| ITM | VANECK ETF TRUST | $142.40万 | 0.71% | 30,670 | -2,688 | -8.1% | -$12.48万 | 减仓 |
| IUSB | ISHARES TR | $162.94万 | 0.81% | 35,276 | -32,742 | -48.1% | -$151.24万 | 减仓 |
| IEFA | ISHARES TR | $208.96万 | 1.04% | 23,082 | 5,483 | 31.2% | $49.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $230.12万 | 1.14% | 8,013 | 2,628 | 48.8% | $75.47万 | 加仓 |
| IJR | ISHARES TR | $256.41万 | 1.27% | 20,627 | -68,171 | -76.8% | -$847.42万 | 减仓 |
| IWB | ISHARES TR | $301.01万 | 1.50% | 8,442 | 4,808 | 132.3% | $171.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $411.11万 | 2.04% | 64,156 | -24,437 | -27.6% | -$156.59万 | 减仓 |
| TLT | ISHARES TR | $511.64万 | 2.54% | 59,019 | 5,455 | 10.2% | $47.29万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $515.02万 | 2.56% | 189,137 | 28,118 | 17.5% | $76.57万 | 加仓 |
| EZU | ISHARES INC | $544.71万 | 2.71% | 86,959 | 6,656 | 8.3% | $41.69万 | 加仓 |
| VLUE | ISHARES TR | $573.21万 | 2.85% | 40,313 | -626 | -1.5% | -$8.90万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $581.49万 | 2.89% | 335,732 | 39,065 | 13.2% | $67.66万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $615.82万 | 3.06% | 150,826 | 150,826 | — | $615.82万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $701.39万 | 3.49% | 10,785 | -1,612 | -13.0% | -$104.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $783.88万 | 3.89% | 40,844 | -1,119 | -2.7% | -$21.48万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $808.65万 | 4.02% | 205,084 | 205,084 | — | $808.65万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,250.51万 | 6.21% | 231,362 | 2,364 | 1.0% | $12.78万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,316.16万 | 6.54% | 178,729 | 23,782 | 15.3% | $175.13万 | 加仓 |
| IJH | ISHARES TR | $2,024.56万 | 10.06% | 299,801 | 5,558 | 1.9% | $37.53万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,174.39万 | 15.77% | 1,282,583 | 76,845 | 6.4% | $190.19万 | 加仓 |
| IVV | ISHARES TR | $3,963.70万 | 19.69% | 60,680 | 3,556 | 6.2% | $232.28万 | 加仓 |