L & S Advisors Inc
Los Angeles CA · SEC CIK 0001392364
$9.67亿2026Q2 申报市值
236持仓数
18.1%前十大占比 · 第一大 2.7%
30 / 38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
AXP 加仓+$1,065.22万
GLW 新建仓+$1,061.80万
DVN 新建仓+$1,010.47万
UNH 新建仓+$1,007.90万
VLO 新建仓+$982.04万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$2,991.81万
AEP 减仓-$1,117.22万
DUK 减仓-$1,054.94万
GILD 清仓-$1,048.83万
MU 减仓-$851.75万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -75,255 | -100.0% | -$1,048.83万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -12,206 | -100.0% | -$832.74万 | 清仓 |
| LMT | LOCKHEED MARTIN | $0 | 0.00% | 0 | -13,187 | -100.0% | -$797.01万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS | $0 | 0.00% | 0 | -158,176 | -100.0% | -$794.04万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -53,169 | -100.0% | -$584.43万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -63,893 | -100.0% | -$482.14万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -52,256 | -100.0% | -$427.35万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -21,547 | -100.0% | -$426.01万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -68,776 | -100.0% | -$420.77万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVESTORS | $0 | 0.00% | 0 | -94,537 | -100.0% | -$414.26万 | 清仓 |
| WM | WASTE MANAGEMENT | $0 | 0.00% | 0 | -17,496 | -100.0% | -$402.03万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -9,986 | -100.0% | -$294.94万 | 清仓 |
| NU | NU HOLDINGS LTD | $0 | 0.00% | 0 | -200,814 | -100.0% | -$288.57万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -28,026 | -100.0% | -$260.31万 | 清仓 |
| — | ROLLS ROYCE HOLDING PLC | $0 | 0.00% | 0 | -149,081 | -100.0% | -$229.88万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -12,718 | -100.0% | -$215.77万 | 清仓 |
| — | BAE SYSTEMS PLC (ADR) | $0 | 0.00% | 0 | -16,062 | -100.0% | -$187.12万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,242 | -100.0% | -$159.40万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -857 | -100.0% | -$148.26万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -9,178 | -100.0% | -$138.42万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -3,013 | -100.0% | -$130.28万 | 清仓 |
| — | FANUC CORPORATION UNSP (ADR) | $0 | 0.00% | 0 | -52,193 | -100.0% | -$90.19万 | 清仓 |
| RIO | RIO TINTO PLC (ADR) | $0 | 0.00% | 0 | -7,637 | -100.0% | -$71.25万 | 清仓 |
| EMBJ | EMBRAER SA ADR | $0 | 0.00% | 0 | -11,395 | -100.0% | -$67.62万 | 清仓 |
| BABA | ALIBABA GROUP | $0 | 0.00% | 0 | -5,054 | -100.0% | -$63.41万 | 清仓 |
| ENVX | ENOVIX CORP | $0 | 0.00% | 0 | -121,975 | -100.0% | -$63.18万 | 清仓 |
| SAFRY | SAFRAN SA (ADR) | $0 | 0.00% | 0 | -7,591 | -100.0% | -$62.27万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -9,590 | -100.0% | -$56.37万 | 清仓 |
| — | TOKYO ELECTRON LTD (ADR) | $0 | 0.00% | 0 | -4,475 | -100.0% | -$54.69万 | 清仓 |
| CDE | COEUR MINING | $0 | 0.00% | 0 | -27,760 | -100.0% | -$52.11万 | 清仓 |
| BIDU | BAIDU INC (ADR) | $0 | 0.00% | 0 | -4,204 | -100.0% | -$46.84万 | 清仓 |
| — | MITSUBISHI HEAVY INDS LTD (ADR | $0 | 0.00% | 0 | -15,450 | -100.0% | -$42.58万 | 清仓 |
| — | SUMITOMO ELECTRIC INDUSTR (ADR | $0 | 0.00% | 0 | -7,580 | -100.0% | -$41.84万 | 清仓 |
| XLU | SPDR UTILITIES ETF | $0 | 0.00% | 0 | -7,484 | -100.0% | -$34.34万 | 清仓 |
| — | IHI CORPORATION (ADR) | $0 | 0.00% | 0 | -16,690 | -100.0% | -$33.83万 | 清仓 |
| XLB | MATERIALS SELECT SECTOR | $0 | 0.00% | 0 | -6,609 | -100.0% | -$33.03万 | 清仓 |
| — | LYNAS RARE EARTHS LTD ADR | $0 | 0.00% | 0 | -23,665 | -100.0% | -$31.90万 | 清仓 |
| — | YIELDMAX UNIVERSE FO IN ETFS | $0 | 0.00% | 0 | -13,097 | -100.0% | -$10.26万 | 清仓 |
| — | GLOBAL TECHNOLOGIES | $0 | 0.00% | 310,000 | 0 | 0.0% | — | 不变 |
| — | LABOR SMART INC | $6 | 0.00% | 28,571 | 0 | 0.0% | — | 不变 |
| — | CYPRESS DEV CORP | $1,897 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MONEY MARKET POOL | $1.27万 | 0.00% | 10,241 | -722 | -6.6% | -$893 | 减仓 |
| — | FIDELITY MUNICIPAL MONEYMARKET | $3.71万 | 0.00% | 37,067 | 104 | 0.3% | $104 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES | $5.08万 | 0.01% | 11,005 | -3,500 | -24.1% | -$1.62万 | 减仓 |
| — | VNGRD INTERMED CA TAX EX | $15.62万 | 0.02% | 13,512 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE BTC COV CALL ETF | $17.55万 | 0.02% | 14,064 | -6,088 | -30.2% | -$7.60万 | 减仓 |
| AAL | AMERICAN AIRLS GROUP INC | $19.90万 | 0.02% | 11,013 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $20.37万 | 0.02% | 2,537 | -58,406 | -95.8% | -$469.00万 | 减仓 |
| CIFR | CIPHER MINING INC | $20.44万 | 0.02% | 8,341 | -3,080 | -27.0% | -$7.55万 | 重新持有 |
| ET | ENERGY TRANSFER EQUITY LP | $20.68万 | 0.02% | 10,814 | 0 | 0.0% | — | 不变 |
| BIL | SPDR BARCLAYS T-BILL ETF | $20.83万 | 0.02% | 2,273 | -6 | -0.3% | -$550 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $21.12万 | 0.02% | 1,544 | -81,662 | -98.1% | -$1,117.22万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ET | $21.26万 | 0.02% | 2,068 | 2,068 | — | $21.26万 | 新建仓 |
| EWT | ISHARES INC MSCI TAIWAN ETF | $21.72万 | 0.02% | 2,000 | 2,000 | — | $21.72万 | 新建仓 |
| IJR | ISHARES S&P SMALL-CAP ETF | $22.16万 | 0.02% | 1,494 | 1,494 | — | $22.16万 | 新建仓 |
| USHY | ISHARES BROAD US HIGH YIELD ET | $22.45万 | 0.02% | 6,065 | 26 | 0.4% | $963 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $23.48万 | 0.02% | 6,085 | 0 | 0.0% | — | 不变 |
| — | VANECK MORTGAGE REIT INCOME | $23.76万 | 0.02% | 22,936 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH | $24.69万 | 0.03% | 3,258 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE FLOATING RATE | $25.18万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 | $26.34万 | 0.03% | 906 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $27.10万 | 0.03% | 768 | -360 | -31.9% | -$12.70万 | 减仓 |
| GE | GE AEROSPACE | $27.32万 | 0.03% | 731 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR US IDX | $28.08万 | 0.03% | 1,017 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $28.57万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CONTRAFUND | $30.10万 | 0.03% | 11,231 | 0 | 0.0% | — | 不变 |
| IWO | ISH RUSSELL 2000 GRWTH | $30.18万 | 0.03% | 766 | -131 | -14.6% | -$5.16万 | 减仓 |
| CRWV | COREWEAVE | $30.35万 | 0.03% | 3,049 | -1,985 | -39.4% | -$19.76万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $30.41万 | 0.03% | 1,395 | 0 | 0.0% | — | 不变 |
| CLOI | VANECK CLO ETF | $30.70万 | 0.03% | 5,798 | 1,319 | 29.4% | $6.98万 | 加仓 |
| EPD | ENTER PRO PARTNERS LP | $31.58万 | 0.03% | 8,590 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP | $32.37万 | 0.03% | 2,557 | -83,342 | -97.0% | -$1,054.94万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $34.19万 | 0.04% | 3,970 | -2 | -0.1% | -$172 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $35.15万 | 0.04% | 5,886 | -26 | -0.4% | -$1,552 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $35.93万 | 0.04% | 5,777 | 6 | 0.1% | $373 | 加仓 |
| GLD | SPDR GOLD SHARES ETF | $37.24万 | 0.04% | 1,011 | -196 | -16.2% | -$7.22万 | 减仓 |
| — | EATON VANCE HIGH INCOME | $37.33万 | 0.04% | 88,031 | 1,011 | 1.2% | $4,287 | 加仓 |
| GPIX | GOLDMAN SACHS S P 500 PRM ETF | $37.55万 | 0.04% | 6,757 | 3 | 0.0% | $167 | 加仓 |
| JEPQ | JPM NASDAQ EQUITY PREMIUM | $37.69万 | 0.04% | 6,133 | 5 | 0.1% | $307 | 加仓 |
| — | DFA US CORE EQUITY 1 INST | $38.68万 | 0.04% | 6,999 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $39.43万 | 0.04% | 4,253 | 2,058 | 93.8% | $19.08万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $39.67万 | 0.04% | 1,747 | 266 | 18.0% | $6.04万 | 加仓 |
| MFDX | PIMCO RAFI DYN MLT-FACT INTL | $40.04万 | 0.04% | 9,615 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.96万 | 0.04% | 3,511 | -54 | -1.5% | -$6,300 | 减仓 |
| XLI | SPDR INDUSTRIAL SELECT | $41.31万 | 0.04% | 2,230 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $41.88万 | 0.04% | 3,045 | 446 | 17.2% | $6.13万 | 加仓 |
| ITA | ISHARES US AERO & DEF ETF | $42.30万 | 0.04% | 1,745 | 262 | 17.7% | $6.35万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $43.97万 | 0.05% | 3,043 | 3 | 0.1% | $434 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDE | $46.03万 | 0.05% | 4,814 | 0 | 0.0% | — | 不变 |
| XLRE | REAL ESTATE SELECTOR SPDR | $47.91万 | 0.05% | 10,882 | 10,882 | — | $47.91万 | 新建仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY E | $48.62万 | 0.05% | 5,451 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $48.83万 | 0.05% | 1,161 | 38 | 3.4% | $1.60万 | 加仓 |
| HYGV | FLEXSHARES HIGH YIELD VALUE | $53.89万 | 0.06% | 13,386 | 176 | 1.3% | $7,086 | 加仓 |
| NBIS | NEBIUS GROUP N.V. CLASS A | $54.38万 | 0.06% | 1,969 | -125 | -6.0% | -$3.45万 | 减仓 |
| XLY | SPDR CONSUMER DISCRETION | $54.66万 | 0.06% | 4,661 | 825 | 21.5% | $9.68万 | 重新持有 |
| ANET | ARISTA NETWORKS | $54.79万 | 0.06% | 3,225 | -45 | -1.4% | -$7,645 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $57.27万 | 0.06% | 11,486 | -9,909 | -46.3% | -$49.41万 | 减仓 |
| QTEC | FIRST TRUST NASDAQ 100 TECH | $57.60万 | 0.06% | 1,721 | 0 | 0.0% | — | 不变 |
| XLF | FINANCIAL SELECT SPDR | $61.51万 | 0.06% | 11,473 | 7,419 | 183.0% | $39.77万 | 加仓 |
| JPEM | JPM DIVERSIFIED RET EM EQUITY | $61.96万 | 0.06% | 9,870 | 407 | 4.3% | $2.56万 | 加仓 |