Lexington Hill Partners, LLC
DALLAS TX · SEC CIK 0002111980
$1.77亿2026Q1 申报市值
78持仓数
69.2%前十大占比 · 第一大 20.4%
13 / 1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
VTEB 加仓+$1,622.78万
VTI 加仓+$817.87万
KO 新建仓+$490.27万
BND 加仓+$487.17万
SCHD 加仓+$247.91万
2026Q1 卖出最多 按季末市值估算
USMV 减仓-$146.82万
BIL 清仓-$29.68万
DIMENSIONAL ETF 减仓-$12.85万
IWM 减仓-$11.95万
QUAL 减仓-$10.35万
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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $3,597.36万 | 20.37% | 721,059 | 325,271 | 82.2% | $1,622.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,830.57万 | 16.03% | 88,232 | 25,494 | 40.6% | $817.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,349.45万 | 7.64% | 183,250 | 66,156 | 56.5% | $487.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $932.00万 | 5.28% | 145,444 | 21,673 | 17.5% | $138.88万 | 加仓 |
| IVV | ISHARES TR | $861.63万 | 4.88% | 13,191 | 29 | 0.2% | $1.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $837.03万 | 4.74% | 12,871 | 1,082 | 9.2% | $70.36万 | 加仓 |
| AAPL | APPLE INC | $555.98万 | 3.15% | 21,907 | 2,295 | 11.7% | $58.25万 | 加仓 |
| KO | COCA COLA CO | $490.27万 | 2.78% | 64,467 | 64,467 | — | $490.27万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $410.82万 | 2.33% | 133,903 | 80,804 | 152.2% | $247.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $348.54万 | 1.97% | 18,161 | 63 | 0.3% | $1.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $298.69万 | 1.69% | 6,233 | 2,568 | 70.1% | $123.06万 | 加仓 |
| — | EXXON MOBIL CORP | $254.44万 | 1.44% | 14,997 | 693 | 4.8% | $11.76万 | 加仓 |
| EFA | ISHARES TR | $239.79万 | 1.36% | 24,687 | -28 | -0.1% | -$2,720 | 减仓 |
| IWM | ISHARES TR | $234.12万 | 1.33% | 9,440 | -482 | -4.9% | -$11.95万 | 减仓 |
| AMZN | AMAZON COM INC | $217.39万 | 1.23% | 10,438 | 1,719 | 19.7% | $35.80万 | 加仓 |
| IEFA | ISHARES TR | $213.26万 | 1.21% | 23,557 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $204.23万 | 1.16% | 37,785 | 10,535 | 38.7% | $56.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $200.08万 | 1.13% | 3,348 | 25 | 0.8% | $1.49万 | 加仓 |
| GLD | SPDR GOLD TR | $190.23万 | 1.08% | 4,421 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $180.16万 | 1.02% | 46,360 | -3,307 | -6.7% | -$12.85万 | 减仓 |
| USMV | ISHARES TR | $176.11万 | 1.00% | 18,989 | -15,831 | -45.5% | -$146.82万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $134.37万 | 0.76% | 9,186 | 180 | 2.0% | $2.63万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $127.92万 | 0.72% | 28,350 | -724 | -2.5% | -$3.27万 | 减仓 |
| EEM | ISHARES TR | $127.68万 | 0.72% | 22,483 | -1,823 | -7.5% | -$10.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $121.36万 | 0.69% | 6,959 | 4,159 | 148.5% | $72.53万 | 加仓 |
| GDX | VANECK ETF TRUST | $119.67万 | 0.68% | 13,040 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $119.55万 | 0.68% | 3,230 | 1,243 | 62.6% | $46.01万 | 加仓 |
| IEMG | ISHARES INC | $117.42万 | 0.66% | 16,835 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $114.24万 | 0.65% | 520 | 520 | — | $114.24万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $110.37万 | 0.62% | 1,305 | 69 | 5.6% | $5.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $99.88万 | 0.57% | 3,478 | -325 | -8.5% | -$9.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $89.44万 | 0.51% | 3,041 | 343 | 12.7% | $10.09万 | 加仓 |
| EFAV | ISHARES TR | $88.03万 | 0.50% | 9,635 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $84.77万 | 0.48% | 9,557 | -844 | -8.1% | -$7.49万 | 减仓 |
| GOOG | ALPHABET INC | $80.52万 | 0.46% | 2,807 | 1,288 | 84.8% | $36.95万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.41% | 1 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $66.95万 | 0.38% | 8,416 | 83 | 1.0% | $6,603 | 加仓 |
| SHY | ISHARES TR | $66.39万 | 0.38% | 8,040 | 45 | 0.6% | $3,716 | 加仓 |
| IDEV | ISHARES TR | $64.52万 | 0.37% | 7,720 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $59.45万 | 0.34% | 984 | 21 | 2.2% | $1.27万 | 加仓 |
| WIP | SPDR SERIES TRUST | $57.06万 | 0.32% | 14,410 | 69 | 0.5% | $2,732 | 加仓 |
| LLY | ELI LILLY & CO | $52.09万 | 0.29% | 566 | 149 | 35.7% | $13.71万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $49.97万 | 0.28% | 12,825 | -177 | -1.4% | -$6,896 | 减仓 |
| PEP | PEPSICO INC | $49.73万 | 0.28% | 3,203 | 279 | 9.5% | $4.33万 | 加仓 |
| CAT | CATERPILLAR INC | $47.41万 | 0.27% | 669 | 89 | 15.3% | $6.31万 | 加仓 |
| WFC | WELLS FARGO & CO | $47.37万 | 0.27% | 5,950 | 167 | 2.9% | $1.33万 | 加仓 |
| AVGO | BROADCOM INC | $43.17万 | 0.24% | 1,395 | 1,395 | — | $43.17万 | 新建仓 |
| RTX | RTX CORPORATION | $42.93万 | 0.24% | 2,225 | 542 | 32.2% | $10.46万 | 加仓 |
| EMB | ISHARES TR | $41.13万 | 0.23% | 4,379 | 37 | 0.9% | $3,475 | 加仓 |
| HTH | HILLTOP HLDGS INC | $37.54万 | 0.21% | 10,480 | 54 | 0.5% | $1,934 | 加仓 |
| WMT | WALMART INC | $36.07万 | 0.20% | 2,902 | 895 | 44.6% | $11.12万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $33.10万 | 0.19% | 12,436 | 87 | 0.7% | $2,316 | 加仓 |
| BAC | BANK AMERICA CORP | $32.91万 | 0.19% | 6,751 | 2,127 | 46.0% | $10.37万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $31.36万 | 0.18% | 628 | 227 | 56.6% | $11.34万 | 加仓 |
| BA | BOEING CO | $30.19万 | 0.17% | 1,517 | 91 | 6.4% | $1.81万 | 加仓 |
| GOOGL | ALPHABET INC | $29.25万 | 0.17% | 1,017 | 1,017 | — | $29.25万 | 新建仓 |
| IJH | ISHARES TR | $28.63万 | 0.16% | 4,240 | 10 | 0.2% | $675 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $28.38万 | 0.16% | 4,225 | 4,225 | — | $28.38万 | 新建仓 |
| HD | HOME DEPOT INC | $28.07万 | 0.16% | 853 | 58 | 7.3% | $1.91万 | 加仓 |
| NVS | NOVARTIS AG | $27.74万 | 0.16% | 1,816 | 1,816 | — | $27.74万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $27.62万 | 0.16% | 1,261 | 1,261 | — | $27.62万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $27.01万 | 0.15% | 1,105 | 1,105 | — | $27.01万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.86万 | 0.15% | 2,794 | 2,794 | — | $26.86万 | 新建仓 |
| FDX | FEDEX CORP | $26.72万 | 0.15% | 750 | 14 | 1.9% | $4,987 | 加仓 |
| VBR | VANGUARD INDEX FDS | $26.64万 | 0.15% | 1,226 | 7 | 0.6% | $1,521 | 加仓 |
| ABBV | ABBVIE INC | $25.78万 | 0.15% | 1,185 | 170 | 16.7% | $3.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $25.57万 | 0.14% | 976 | 4 | 0.4% | $1,048 | 加仓 |
| META | META PLATFORMS INC | $24.26万 | 0.14% | 424 | 424 | — | $24.26万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $24.16万 | 0.14% | 22,497 | 558 | 2.5% | $5,993 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.48万 | 0.13% | 6,206 | 6,206 | — | $23.48万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.17万 | 0.13% | 767 | 1 | 0.1% | $302 | 加仓 |
| TFC | TRUIST FINL CORP | $23.09万 | 0.13% | 5,023 | 71 | 1.4% | $3,264 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.91万 | 0.13% | 4,043 | 78 | 2.0% | $4,421 | 加仓 |
| TSN | TYSON FOODS INC | $21.78万 | 0.12% | 3,400 | 3,400 | — | $21.78万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $21.25万 | 0.12% | 201 | 201 | — | $21.25万 | 新建仓 |
| QUAL | ISHARES TR | $20.25万 | 0.11% | 1,056 | -540 | -33.8% | -$10.35万 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $5.56万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $2.33万 | 0.01% | 13,694 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,248 | -100.0% | -$29.68万 | 清仓 |