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Lynch Investment Planning, LLC · 13F 持仓分析
期权收益计算器 机构排行

Lynch Investment Planning, LLC

No.8601 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.30亿
环比变动 Q1 2026
+$1,887.0万+17.0%
持仓股票数
56
新买入
4
加仓
32
减仓
15
清仓
2
持股不变
5
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPimco Active Bond ETFBOND
14.95%15.94%$1,945.3万21.1万股$1,774.0万19.2万股+1.9万股+9.74%加仓
SSPDR标普500 ETFSPY
10.37%10%$1,349.1万1.8万股$1,113.2万1.7万股+995股+5.83%加仓
V先锋领航债券指数基金BSV
7.95%7.72%$1,034.5万13.3万股$859.3万11.0万股+2.3万股+21.16%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
7.46%7.61%$970.9万23.3万股$847.3万23.0万股+2,166股+0.94%加仓
IiShares安硕信托IEFA
6.34%6.34%$825.5万8.5万股$705.6万7.8万股+7,540股+9.67%加仓
I景顺·NASDAQ 100 ETFQQQM
5.49%5%$714.0万2.4万股$556.8万2.3万股+133股+0.57%加仓
IiShares安硕·COREIJR
5.03%4.34%$654.4万4.4万股$483.3万3.9万股+5,241股+13.48%加仓
IiShares安硕信托AGG
4.73%5.14%$616.3万6.2万股$572.0万5.8万股+4,645股+8.06%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
4.41%4.25%$573.8万1.1万股$473.1万1.0万股+761股+7.47%加仓
IiShares安硕信托DGRO
3.77%4%$490.5万6.5万股$445.5万6.3万股+1,238股+1.95%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
2.88%2.97%$375.1万2.2万股$330.1万2.3万股-713股-3.13%减仓
V先锋领航指数基金VTV
2.55%1.85%$331.8万1.5万股$205.6万1.0万股+4,749股+45.32%加仓
IiShares安硕·S&P 100 ETFIWO
2.01%2.19%$261.8万7,155股$243.8万7,665股-510股-6.65%减仓
谷歌AGOOGL
1.93%1.83%$251.1万7,027股$203.3万7,071股-44股-0.62%减仓
苹果AAPL
1.72%1.99%$223.6万7,728股$221.4万8,725股-997股-11.43%减仓
I景顺QQQ信托VOO
1.36%1.26%$177.3万2,408股$139.8万2,422股-14股-0.58%减仓
IiShares安硕·COREIJH
1.25%1.34%$162.4万2.1万股$149.2万2.2万股-1,038股-4.70%减仓
V先锋领航市政债券基金VCRM
1.03%0.84%$134.4万1.8万股$93.0万1.2万股+5,214股+42.12%加仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
0.98%0.86%$127.9万2.5万股$95.5万1.9万股+6,451股+34.33%加仓
V先锋领航指数基金VOO
0.92%0.94%$120.3万1,751股$104.6万1,750股+1股+0.06%加仓
亚马逊AMZN
0.9%0.92%$117.2万4,919股$102.6万4,925股-6股-0.12%减仓
微软MSFT
0.88%1.04%$115.0万3,083股$115.9万3,132股-49股-1.56%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.86%0.93%$112.2万1.1万股$103.8万1.1万股+110股+1.03%加仓
伯克希尔哈撒韦BRK.B
0.82%0.92%$106.8万2,135股$102.3万2,135股00.00%持仓不变
摩根大通JPM
0.64%0.65%$83.6万2,554股$72.6万2,470股+84股+3.40%加仓
英伟达NVDA
0.52%0.54%$68.3万3,413股$59.8万3,426股-13股-0.38%减仓
思科CSCO
0.44%0.34%$57.4万4,888股$37.9万4,886股+2股+0.04%加仓
迪尔DE
0.43%0.45%$56.3万887股$50.0万885股+2股+0.23%加仓
ADPADP
0.41%0.43%$53.0万2,350股$48.1万2,350股00.00%持仓不变
沃尔玛WMT
0.4%0.51%$52.0万4,588股$57.1万4,586股+2股+0.04%加仓
DDimensional维度ETF信托DFAU
0.4%0.5%$51.6万9,979股$55.4万1.2万股-2,293股-18.68%减仓
AMD超威AMD
0.38%$49.8万858股$00股+858股新买入
艾默生电气EMR
0.35%0.38%$46.1万3,217股$42.1万3,216股+1股+0.03%加仓
家得宝HD
0.34%0.44%$44.8万1,271股$49.2万1,496股-225股-15.04%减仓
艾伯维ABBV
0.33%0.34%$42.8万1,700股$37.9万1,742股-42股-2.41%减仓
空气化工APD
0.32%0.37%$41.4万1,413股$40.8万1,404股+9股+0.64%加仓
WELLS FARGO NEWWFC
0.31%0.32%$40.3万4,876股$35.6万4,476股+400股+8.94%加仓
IiShares安硕信托SHV
0.3%0.35%$38.9万3,523股$38.9万3,523股00.00%持仓不变
雷神技术RTX
0.29%0.34%$37.2万1,959股$37.8万1,959股00.00%持仓不变
强生JNJ
0.26%0.27%$34.0万1,339股$29.7万1,214股+125股+10.30%加仓
IiShares安硕信托IVV
0.26%0.26%$33.9万452股$29.5万451股+1股+0.22%加仓
通用动力GD
0.24%0.29%$31.4万886股$31.9万928股-42股-4.53%减仓
博通AVGO
0.24%0.23%$31.2万826股$25.6万826股00.00%持仓不变
Q高通QCOM
0.23%0.19%$29.9万1,619股$20.7万1,609股+10股+0.62%加仓
LOWES COS COMLOW
0.22%0.27%$28.7万1,301股$30.6万1,294股+7股+0.54%加仓
Elevance健康ELV
0.22%0.19%$28.7万742股$21.6万739股+3股+0.41%加仓
IIBMIBM
0.21%0.22%$27.9万993股$23.9万988股+5股+0.51%加仓
KINDER MORGAN DEL COMKMI
0.21%0.24%$26.8万8,378股$27.1万8,073股+305股+3.78%加仓
RRBB FDXBIL
0.19%0.23%$25.4万5,073股$25.4万5,067股+6股+0.12%加仓
ILLINOIS TOOLITW
0.19%0.27%$24.9万913股$30.1万1,150股-237股-20.61%减仓

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