13FBOX
Lokken Investment Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Lokken Investment Group LLC

No.5874 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$2.91亿
环比变动 Q2 2025
+$3,163.7万+12.2%
持仓股票数
148
新买入
14
加仓
80
减仓
43
清仓
4
持股不变
11
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Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VTV
6.24%7.4%$1,818.3万9.8万股$1,920.2万10.9万股-1.1万股-10.26%减仓
V先锋领航指数基金VUG
6.07%6.6%$1,768.1万3.7万股$1,714.0万3.9万股-2,231股-5.71%减仓
SSPDR黄金信托GLD
4.02%4.04%$1,171.7万3.3万股$1,049.7万3.4万股-1,476股-4.29%减仓
BBALLAST SMALL/MID CAP ETFMGMT
3.52%3.37%$1,025.9万23.3万股$875.0万22.2万股+1.1万股+5.08%加仓
V先锋领航指数基金VB
3.25%3.33%$947.1万3.7万股$865.0万3.7万股+746股+2.04%加仓
F富达·MERRIMACK STR TRFBND
3.25%3.28%$946.0万20.5万股$851.2万18.6万股+1.9万股+9.97%加仓
苹果AAPL
3.14%2.79%$915.4万3.6万股$724.6万3.5万股+634股+1.80%加仓
RRBB FUND TRUSTFEOE
3.09%1.57%$900.3万19.5万股$408.4万9.7万股+9.8万股+101.06%加仓
PPIMCO太平洋投资管理ETFPYLD
3%3.18%$873.9万32.6万股$825.7万31.1万股+1.4万股+4.65%加仓
VVanEck·CLO ETFCLOI
2.66%2.91%$773.9万14.6万股$754.4万14.2万股+3,282股+2.30%加仓
V先锋领航·MIDVO
2.55%2.69%$741.8万2.5万股$697.2万2.5万股+338股+1.36%加仓
微软MSFT
2.28%2.51%$665.2万1.3万股$652.2万1.3万股-269股-2.05%减仓
NNATIXIS GATEWAY QUALITY INCOME ETFGQI
2.23%2.36%$650.0万11.6万股$613.5万11.4万股+1,702股+1.49%加仓
F第一信托交易所交易基金IIIFPE
2.02%2.24%$589.3万32.3万股$582.2万32.7万股-4,028股-1.23%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.9%1.89%$552.5万10.9万股$491.1万9.7万股+1.2万股+12.40%加仓
F第一信托交易所交易基金FYC
1.79%1.7%$521.0万5.4万股$441.6万5.4万股-358股-0.66%减仓
G通用动力VTI
1.76%1.78%$511.2万1.6万股$462.3万1.5万股+368股+2.42%加仓
伯克希尔哈撒韦BRK.B
1.66%0.93%$483.8万9,623股$241.2万4,966股+4,657股+93.78%加仓
F第一信托交易所交易基金FTCS
1.57%1.67%$457.6万4.9万股$433.2万4.8万股+1,207股+2.53%加仓
PPIMCO太平洋投资管理ETFCMDT
1.44%1.47%$418.1万15.3万股$380.3万14.7万股+5,369股+3.65%加仓
博通AVGO
1.2%1.09%$349.0万1.1万股$283.0万1.0万股+312股+3.04%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.17%1.22%$340.9万13.3万股$316.0万13.3万股+4股+0.00%加仓
SSPDR道富系列信托BIL
1.15%1.19%$334.6万3.6万股$308.9万3.4万股+2,797股+8.31%加仓
礼来LLY
1.07%1.63%$312.1万4,090股$422.5万5,419股-1,329股-24.52%减仓
埃克森美孚XOM
0.98%1.01%$284.8万2.5万股$262.7万2.4万股+894股+3.67%加仓
EEA SERIES TRUSTFMTM
0.91%$263.9万8.8万股$00股+8.8万股新买入
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
0.91%0.97%$263.7万6.3万股$250.7万6.4万股-588股-0.93%减仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.9%0.95%$262.3万3.6万股$246.0万3.5万股+900股+2.59%加仓
沃尔玛WMT
0.84%0.92%$244.1万2.4万股$239.1万2.4万股-767股-3.14%减仓
SSPDR标普500 ETFSPY
0.79%0.82%$229.7万3,448股$213.7万3,458股-10股-0.29%减仓
J摩根大通交易所交易基金JEPI
0.76%0.79%$222.0万3.9万股$205.4万3.6万股+2,738股+7.58%加仓
AARK·ETF TRARKK
0.76%$221.9万2.6万股$00股+2.6万股新买入
英伟达NVDA
0.74%0.66%$216.5万1.2万股$171.1万1.1万股+774股+7.15%加仓
VVANECK FABLESS SEMICONDUCTOR ETFSMHX
0.74%0.67%$216.1万5.6万股$172.8万5.5万股+1,284股+2.33%加仓
V先锋领航指数基金VOO
0.72%0.75%$208.3万3,470股$195.7万3,547股-77股-2.17%减仓
联合健康UNH
0.7%0.33%$205.2万5,944股$86.4万2,768股+3,176股+114.74%加仓
思科CSCO
0.7%0.82%$204.1万3.0万股$212.0万3.1万股-727股-2.38%减仓
PPIMCO太平洋投资管理ETFMINO
0.67%0.67%$196.5万4.3万股$173.2万3.9万股+4,216股+10.77%加仓
宝洁PG
0.66%0.77%$192.2万1.3万股$200.6万1.3万股-84股-0.67%减仓
贝莱德·INC COMBLK
0.66%0.66%$191.9万1,646股$171.6万1,635股+11股+0.67%加仓
LOWES COS COMLOW
0.66%0.64%$191.4万7,617股$166.5万7,505股+112股+1.49%加仓
N新纪元能源NEE
0.63%0.65%$184.0万2.4万股$169.5万2.4万股-40股-0.16%减仓
V先锋领航国际股票指数基金VEU
0.62%0.61%$181.4万2.5万股$158.6万2.4万股+1,822股+7.72%加仓
IiShares安硕·7-10YRIEF
0.62%0.71%$180.9万1.9万股$184.9万1.9万股-547股-2.83%减仓
V先锋领航债券指数基金BSV
0.58%0.57%$170.1万2.2万股$148.6万1.9万股+2,675股+14.16%加仓
雅培ABT
0.57%0.64%$165.3万1.2万股$166.0万1.2万股+136股+1.11%加仓
史赛克SYK
0.56%0.64%$163.2万4,414股$167.0万4,222股+192股+4.55%加仓
强生JNJ
0.54%0.52%$158.7万8,558股$135.3万8,854股-296股-3.34%减仓
SSTERLING INFRASTRUCTURESTRL
0.53%0.42%$153.7万4,524股$108.6万4,707股-183股-3.89%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.53%0.55%$153.0万1.1万股$142.3万1.1万股+439股+4.16%加仓

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