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Long Island Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Long Island Wealth Management, Inc.

No.6481 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.42亿
环比变动 Q1 2026
+$2,658.0万+12.3%
持仓股票数
95
新买入
8
加仓
40
减仓
16
清仓
2
持股不变
31
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
IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYKJAN
8.97%9.15%$2,173.5万47.6万股$1,973.4万47.3万股+3,343股+0.71%加仓
G通用动力VTI
8.44%8.21%$2,044.0万5.5万股$1,770.5万5.5万股+49股+0.09%加仓
IInnovator ETF信托IJAN
8.11%8.59%$1,964.8万51.6万股$1,852.0万51.0万股+5,488股+1.08%加仓
V先锋领航国际股票指数基金VT
6.43%6.38%$1,556.8万9.9万股$1,375.9万9.9万股-281股-0.28%减仓
EETF系列解决方案JANB
5.74%5.89%$1,389.4万51.0万股$1,268.9万50.6万股+4,645股+0.92%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
4.04%3.75%$977.6万28.5万股$807.9万24.1万股+4.4万股+18.16%加仓
PPacer基金信托CALF
3.62%3.66%$876.3万17.3万股$789.6万17.6万股-2,819股-1.60%减仓
IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN
3.48%3.66%$843.6万23.4万股$789.3万23.3万股+1,722股+0.74%加仓
V先锋领航指数基金VXF
3.33%3.13%$806.2万3.3万股$674.0万3.3万股-6股-0.02%减仓
IINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYNJAN
2.79%2.79%$675.2万11.4万股$601.9万11.3万股+1,624股+1.44%加仓
V先锋领航指数基金VTV
2.55%2.57%$616.5万2.8万股$554.8万2.8万股+12股+0.04%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.38%2.31%$577.3万17.1万股$497.1万17.1万股-51股-0.03%减仓
PPGIM ROCK ETF TRPBJA
2.15%2.3%$521.0万16.1万股$496.7万16.3万股-1,883股-1.15%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
2.13%2.22%$515.1万10.4万股$479.2万10.4万股+215股+0.21%加仓
AALLIANZIM U.S. EQUITY BUFFER20 JUL ETFJULU
2.06%2.21%$499.9万12.2万股$475.6万12.3万股-78股-0.06%减仓
伯克希尔哈撒韦BRK.B
1.77%1.85%$428.1万8,556股$399.0万8,327股+229股+2.75%加仓
V先锋领航指数基金VOO
1.66%1.63%$403.1万5,870股$350.7万5,869股+1股+0.02%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.56%1.51%$377.2万13.0万股$326.6万13.0万股+147股+0.11%加仓
AALLIANZIM U.S. EQUITY BUFFER20 JAN ETFJANW
1.52%1.61%$367.1万9.5万股$346.3万9.5万股00.00%持仓不变
S嘉信策略信托SCHF
1.37%1.31%$330.6万11.9万股$283.4万11.4万股+4,858股+4.24%加仓
V先锋领航白厅基金VNQ
1.14%1.21%$276.4万3.0万股$261.5万3.0万股+34股+0.12%加仓
AALLIANZIM U.S. EQUITY BUFFER20 OCT ETFOCTU
1.02%1.08%$247.6万6.1万股$232.8万6.1万股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
1.02%0.97%$247.0万3.5万股$209.9万3.4万股+1,737股+5.17%加仓
IInnovator ETF信托IJUL
0.98%0.91%$236.8万6.6万股$196.1万5.8万股+7,728股+13.30%加仓
V先锋领航全球基金VGT
0.89%0.73%$216.5万1.8万股$157.9万2,264股+1.6万股+700.22%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
0.89%0.94%$215.0万4.4万股$202.5万4.4万股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
0.88%1.04%$213.1万2.7万股$223.8万2.8万股-1,274股-4.51%减仓
V先锋领航国际股票指数基金VEU
0.84%0.84%$202.9万2.4万股$182.0万2.4万股+2股+0.01%加仓
S嘉信策略信托SCHM
0.78%0.74%$189.7万5.1万股$159.3万5.1万股+9股+0.02%加仓
苹果AAPL
0.76%0.58%$183.9万6,357股$125.1万4,931股+1,426股+28.92%加仓
IInnovator ETF信托KJUL
0.75%0.66%$180.7万5.3万股$142.6万4.5万股+8,683股+19.51%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.74%0.72%$179.7万2.2万股$155.5万2.2万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.7%0.69%$169.2万4.9万股$148.2万4.9万股+18股+0.04%加仓
PPACER FDS TR US LRG CP CASHCOWG
0.68%0.64%$165.4万4.1万股$139.0万4.1万股00.00%持仓不变
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.62%0.68%$151.1万2.0万股$147.0万2.0万股+73股+0.36%加仓
V先锋领航·WELLINGTON FDVFVA
0.61%0.54%$146.6万9,879股$115.9万8,610股+1,269股+14.74%加仓
AAIM ETF PRODUCTS TRUST US LRGCP B20 APRAPRW
0.56%0.6%$136.0万3.7万股$129.5万3.7万股00.00%持仓不变
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYUJAN
0.52%0.55%$124.9万2.8万股$118.6万2.8万股-350股-1.25%减仓
礼来LLY
0.51%0.44%$124.4万1,037股$95.3万1,036股+1股+0.10%加仓
DDimensional维度ETF信托DFIV
0.49%0.31%$119.1万2.2万股$66.6万1.3万股+9,430股+74.70%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
0.49%0.51%$118.0万2.6万股$109.3万2.6万股00.00%持仓不变
S嘉信·USSCHA
0.46%0.41%$110.9万3.1万股$89.2万3.1万股+5股+0.02%加仓
好市多COST
0.43%0.51%$103.2万1,103股$110.1万1,105股-2股-0.18%减仓
V先锋领航·HEALTHVHT
0.39%0.4%$95.7万3,199股$87.1万3,197股+2股+0.06%加仓
英伟达NVDA
0.39%0.39%$94.1万4,705股$83.9万4,810股-105股-2.18%减仓
DDimensional维度ETF信托DFLV
0.39%0.37%$93.3万2.4万股$79.1万2.2万股+1,450股+6.55%加仓
IIBMIBM
0.37%0.44%$89.3万3,175股$95.9万3,957股-782股-19.76%减仓
微软MSFT
0.34%0.38%$83.0万2,226股$82.9万2,239股-13股-0.58%减仓
V先锋领航指数基金VUG
0.34%0.35%$82.5万9,575股$75.4万1,726股+7,849股+454.75%加仓
IInnovator ETF信托IOCT
0.32%0.34%$76.6万2.1万股$72.6万2.1万股00.00%持仓不变

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