Lexington Hill Partners, LLC
DALLAS TX · SEC CIK 0002111980
$2.06亿2026Q2 申报市值
77持仓数
74.5%前十大占比 · 第一大 20.9%
12 / 14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
VTI 加仓+$1,037.33万
BND 加仓+$627.99万
VTEB 加仓+$250.64万
VEA 加仓+$181.47万
SCHD 加仓+$147.95万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$254.44万
IWM 减仓-$169.72万
VO 清仓-$99.88万
IEMG 减仓-$89.03万
SPY 减仓-$88.64万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -14,997 | -100.0% | -$254.44万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -13,912 | -100.0% | -$99.88万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -9,557 | -100.0% | -$84.77万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -8,416 | -100.0% | -$66.95万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -8,040 | -100.0% | -$66.39万 | 清仓 |
| WIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,410 | -100.0% | -$57.06万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -4,379 | -100.0% | -$41.13万 | 清仓 |
| RWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -12,436 | -100.0% | -$33.10万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -628 | -100.0% | -$31.36万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,794 | -100.0% | -$26.86万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -750 | -100.0% | -$26.72万 | 清仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $0 | 0.00% | 0 | -22,497 | -100.0% | -$24.16万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,043 | -100.0% | -$22.91万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,400 | -100.0% | -$21.78万 | 清仓 |
| BLND | BLEND LABS INC | $2.34万 | 0.01% | 13,694 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $4.22万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $6.39万 | 0.03% | 10,540 | 10,540 | — | $6.39万 | 新建仓 |
| WMT | WALMART INC | $20.87万 | 0.10% | 1,843 | -1,059 | -36.5% | -$11.99万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.06万 | 0.10% | 1,333 | -1,717 | -56.3% | -$27.13万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $21.37万 | 0.10% | 1,289 | 1,289 | — | $21.37万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.73万 | 0.11% | 4,361 | -662 | -13.2% | -$3.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.31万 | 0.11% | 445 | 445 | — | $22.31万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.81万 | 0.11% | 6,206 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $22.94万 | 0.11% | 201 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $23.21万 | 0.11% | 1,058 | 2 | 0.2% | $439 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.36万 | 0.11% | 2,537 | 2,537 | — | $23.36万 | 新建仓 |
| META | META PLATFORMS INC | $24.01万 | 0.12% | 426 | 2 | 0.5% | $1,127 | 加仓 |
| NVS | NOVARTIS AG | $26.17万 | 0.13% | 1,670 | -146 | -8.0% | -$2.29万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.54万 | 0.13% | 707 | 707 | — | $26.54万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $27.10万 | 0.13% | 1,272 | 11 | 0.9% | $2,344 | 加仓 |
| VBK | VANGUARD INDEX FDS | $28.06万 | 0.14% | 767 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $28.80万 | 0.14% | 1,558 | 1,558 | — | $28.80万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $29.67万 | 0.14% | 979 | 3 | 0.3% | $909 | 加仓 |
| MRK | MERCK & CO INC | $29.91万 | 0.15% | 2,328 | 2,328 | — | $29.91万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $29.93万 | 0.15% | 1,232 | 6 | 0.5% | $1,457 | 加仓 |
| BA | BOEING CO | $30.87万 | 0.15% | 1,426 | -91 | -6.0% | -$1.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.41万 | 0.15% | 1,237 | 132 | 11.9% | $3.35万 | 加仓 |
| ABBV | ABBVIE INC | $32.40万 | 0.16% | 1,288 | 103 | 8.7% | $2.59万 | 加仓 |
| IJH | ISHARES TR | $32.78万 | 0.16% | 4,251 | 11 | 0.3% | $848 | 加仓 |
| HD | HOME DEPOT INC | $33.13万 | 0.16% | 939 | 86 | 10.1% | $3.03万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $33.51万 | 0.16% | 11,359 | 11,359 | — | $33.51万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $36.79万 | 0.18% | 8,918 | -3,907 | -30.5% | -$16.12万 | 减仓 |
| CSCO | CISCO SYS INC | $37.98万 | 0.18% | 3,233 | 3,233 | — | $37.98万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $38.59万 | 0.19% | 5,284 | 1,059 | 25.1% | $7.73万 | 加仓 |
| V | VISA INC | $40.11万 | 0.19% | 1,169 | 1,169 | — | $40.11万 | 新建仓 |
| HTH | HILLTOP HLDGS INC | $40.86万 | 0.20% | 10,536 | 56 | 0.5% | $2,172 | 加仓 |
| ORCL | ORACLE CORP | $41.64万 | 0.20% | 2,842 | 2,842 | — | $41.64万 | 新建仓 |
| PEP | PEPSICO INC | $42.32万 | 0.21% | 3,126 | -77 | -2.4% | -$1.04万 | 减仓 |
| WFC | WELLS FARGO & CO | $45.77万 | 0.22% | 5,538 | -412 | -6.9% | -$3.41万 | 减仓 |
| CAT | CATERPILLAR INC | $47.95万 | 0.23% | 450 | -219 | -32.7% | -$23.33万 | 减仓 |
| IEMG | ISHARES INC | $50.43万 | 0.24% | 6,088 | -10,747 | -63.8% | -$89.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $51.16万 | 0.25% | 1,004 | 20 | 2.0% | $1.02万 | 加仓 |
| RTX | RTX CORPORATION | $52.15万 | 0.25% | 2,749 | 524 | 23.6% | $9.94万 | 加仓 |
| BAC | BANK OF AMER CORP | $60.80万 | 0.29% | 10,671 | 3,920 | 58.1% | $22.34万 | 加仓 |
| AVGO | BROADCOM INC | $62.64万 | 0.30% | 1,658 | 263 | 18.9% | $9.94万 | 加仓 |
| LLY | ELI LILLY & CO | $65.95万 | 0.32% | 550 | -16 | -2.8% | -$1.92万 | 减仓 |
| IDEV | ISHARES TR | $69.74万 | 0.34% | 7,835 | 115 | 1.5% | $1.02万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.36% | 1 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $86.13万 | 0.42% | 9,820 | 185 | 1.9% | $1.62万 | 加仓 |
| GDX | VANECK ETF TRUST | $97.71万 | 0.47% | 12,950 | -90 | -0.7% | -$6,791 | 减仓 |
| GOOGL | ALPHABET INC | $99.06万 | 0.48% | 2,772 | 1,755 | 172.6% | $62.72万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $106.31万 | 0.52% | 41,461 | 41,461 | — | $106.31万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $107.06万 | 0.52% | 9,176 | -10 | -0.1% | -$1,167 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $107.82万 | 0.52% | 520 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $110.57万 | 0.54% | 2,964 | -266 | -8.2% | -$9.92万 | 减仓 |
| USMV | ISHARES TR | $111.53万 | 0.54% | 11,563 | -7,426 | -39.1% | -$71.63万 | 减仓 |
| IWM | ISHARES TR | $113.90万 | 0.55% | 3,791 | -5,649 | -59.8% | -$169.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $115.39万 | 0.56% | 3,525 | 484 | 15.9% | $15.84万 | 加仓 |
| EEM | ISHARES TR | $122.43万 | 0.59% | 17,897 | -4,586 | -20.4% | -$31.37万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $133.39万 | 0.65% | 1,319 | 14 | 1.1% | $1.42万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $146.89万 | 0.71% | 28,417 | 67 | 0.2% | $3,463 | 加仓 |
| GOOG | ALPHABET INC | $148.08万 | 0.72% | 4,191 | 1,384 | 49.3% | $48.90万 | 加仓 |
| GLD | SPDR GOLD TR | $162.86万 | 0.79% | 4,421 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $176.75万 | 0.86% | 8,834 | 1,875 | 26.9% | $37.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $194.40万 | 0.94% | 43,823 | -2,537 | -5.5% | -$11.25万 | 减仓 |
| IEFA | ISHARES TR | $229.66万 | 1.11% | 23,779 | 222 | 0.9% | $2.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $230.62万 | 1.12% | 3,358 | 10 | 0.3% | $6,868 | 加仓 |
| EFA | ISHARES TR | $234.81万 | 1.14% | 22,604 | -2,083 | -8.4% | -$21.64万 | 减仓 |
| AMZN | AMAZON COM INC | $297.57万 | 1.44% | 12,485 | 2,047 | 19.6% | $48.79万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $298.09万 | 1.45% | 49,940 | 12,155 | 32.2% | $72.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $318.90万 | 1.55% | 6,373 | 140 | 2.2% | $7.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $340.41万 | 1.65% | 15,999 | -2,162 | -11.9% | -$46.00万 | 减仓 |
| KO | COCA COLA CO | $536.59万 | 2.60% | 66,026 | 1,559 | 2.4% | $12.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $572.56万 | 2.78% | 180,561 | 46,658 | 34.8% | $147.95万 | 加仓 |
| AAPL | APPLE INC | $657.14万 | 3.19% | 22,710 | 803 | 3.7% | $23.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $872.54万 | 4.23% | 11,684 | -1,187 | -9.2% | -$88.64万 | 减仓 |
| IVV | ISHARES TR | $987.03万 | 4.79% | 13,180 | -11 | -0.1% | -$8,238 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,217.75万 | 5.90% | 170,913 | 25,469 | 17.5% | $181.47万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,973.23万 | 9.57% | 268,796 | 85,546 | 46.7% | $627.99万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,897.75万 | 18.90% | 770,612 | 49,553 | 6.9% | $250.64万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,302.27万 | 20.86% | 116,265 | 28,033 | 31.8% | $1,037.33万 | 加仓 |