L & S Advisors Inc
Los Angeles CA · SEC CIK 0001392364
$7.95亿2026Q1 申报市值
233持仓数
24.5%前十大占比 · 第一大 5.4%
27 / 159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
SPY 加仓+$2,436.89万
AEP 新建仓+$1,090.66万
NOC 新建仓+$832.74万
LMT 新建仓+$797.01万
OKE 新建仓+$762.76万
2026Q1 卖出最多 按季末市值估算
SNDK 减仓-$1,515.10万
BAC 减仓-$1,511.47万
GLD 减仓-$1,486.44万
JPM 减仓-$1,478.13万
WDC 减仓-$1,026.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $29.58万 | 0.04% | 6,703 | -956 | -12.5% | -$4.22万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $30.39万 | 0.04% | 3,040 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $31.27万 | 0.04% | 1,481 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE BTC COV CALL ETF | $31.35万 | 0.04% | 20,152 | 4,186 | 26.2% | $6.51万 | 加仓 |
| V | VISA INC | $31.64万 | 0.04% | 1,047 | -11,276 | -91.5% | -$340.74万 | 减仓 |
| — | LYNAS RARE EARTHS LTD ADR | $31.90万 | 0.04% | 23,665 | 23,665 | — | $31.90万 | 新建仓 |
| ITA | ISHARES US AERO & DEF ETF | $32.44万 | 0.04% | 1,483 | 0 | 0.0% | — | 不变 |
| EPD | ENTER PRO PARTNERS LP | $32.50万 | 0.04% | 8,590 | -1,500 | -14.9% | -$5.68万 | 减仓 |
| XLB | MATERIALS SELECT SECTOR | $33.03万 | 0.04% | 6,609 | 6,609 | — | $33.03万 | 新建仓 |
| XLV | HEALTH CARE SELECT ETF | $33.23万 | 0.04% | 2,267 | -2,200 | -49.3% | -$32.25万 | 减仓 |
| GPIX | GOLDMAN SACHS S P 500 PRM ETF | $33.80万 | 0.04% | 6,754 | 6,754 | — | $33.80万 | 新建仓 |
| — | IHI CORPORATION (ADR) | $33.83万 | 0.04% | 16,690 | 16,690 | — | $33.83万 | 新建仓 |
| — | DFA US CORE EQUITY 1 INST | $34.02万 | 0.04% | 6,999 | 0 | 0.0% | — | 不变 |
| JEPQ | JPM NASDAQ EQUITY PREMIUM | $34.02万 | 0.04% | 6,128 | 6,128 | — | $34.02万 | 新建仓 |
| XLU | SPDR UTILITIES ETF | $34.34万 | 0.04% | 7,484 | 3,995 | 114.5% | $18.33万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $36.01万 | 0.05% | 1,741 | -225 | -11.4% | -$4.65万 | 减仓 |
| XLI | SPDR INDUSTRIAL SELECT | $36.07万 | 0.05% | 2,230 | 342 | 18.1% | $5.53万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $36.10万 | 0.05% | 5,771 | -339 | -5.5% | -$2.12万 | 减仓 |
| — | EATON VANCE HIGH INCOME | $36.55万 | 0.05% | 87,020 | 981 | 1.1% | $4,120 | 加仓 |
| HD | HOME DEPOT | $37.10万 | 0.05% | 1,128 | -4,196 | -78.8% | -$138.01万 | 减仓 |
| QTEC | FIRST TRUST NASDAQ 100 TECH | $37.17万 | 0.05% | 1,721 | -42 | -2.4% | -$9,071 | 减仓 |
| MFDX | PIMCO RAFI DYN MLT-FACT INTL | $38.29万 | 0.05% | 9,615 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE | $39.00万 | 0.05% | 5,034 | 431 | 9.4% | $3.34万 | 加仓 |
| ANET | ARISTA NETWORKS | $40.15万 | 0.05% | 3,270 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $41.75万 | 0.05% | 1,123 | 0 | 0.0% | — | 不变 |
| — | SUMITOMO ELECTRIC INDUSTR (ADR | $41.84万 | 0.05% | 7,580 | 7,580 | — | $41.84万 | 新建仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $41.88万 | 0.05% | 5,912 | 370 | 6.7% | $2.62万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDE | $42.28万 | 0.05% | 4,814 | 1 | 0.0% | $88 | 加仓 |
| — | MITSUBISHI HEAVY INDS LTD (ADR | $42.58万 | 0.05% | 15,450 | 15,450 | — | $42.58万 | 新建仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY E | $46.25万 | 0.06% | 5,451 | 58 | 1.1% | $4,921 | 加仓 |
| BIDU | BAIDU INC (ADR) | $46.84万 | 0.06% | 4,204 | 4,204 | — | $46.84万 | 新建仓 |
| BAC | BANK OF AMERICA CORP | $50.41万 | 0.06% | 10,340 | -310,034 | -96.8% | -$1,511.47万 | 减仓 |
| GLD | SPDR GOLD SHARES ETF | $51.94万 | 0.07% | 1,207 | -34,545 | -96.6% | -$1,486.44万 | 减仓 |
| CDE | COEUR MINING | $52.11万 | 0.07% | 27,760 | -89,358 | -76.3% | -$167.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.15万 | 0.07% | 3,565 | -476 | -11.8% | -$6.96万 | 减仓 |
| HYGV | FLEXSHARES HIGH YIELD VALUE | $52.92万 | 0.07% | 13,210 | 2,744 | 26.2% | $10.99万 | 加仓 |
| — | TOKYO ELECTRON LTD (ADR) | $54.69万 | 0.07% | 4,475 | 4,475 | — | $54.69万 | 新建仓 |
| — | HRDG LVNR INTL EQUITY | $55.59万 | 0.07% | 19,917 | -2,770 | -12.2% | -$7.73万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $56.37万 | 0.07% | 9,590 | -60,679 | -86.4% | -$356.67万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $56.96万 | 0.07% | 1,733 | -43 | -2.4% | -$1.41万 | 减仓 |
| JPEM | JPM DIVERSIFIED RET EM EQUITY | $58.79万 | 0.07% | 9,463 | 163 | 1.8% | $1.01万 | 加仓 |
| XLK | TECHNOLOGY SPDR ETF | $59.04万 | 0.07% | 4,442 | 32 | 0.7% | $4,253 | 加仓 |
| SAFRY | SAFRAN SA (ADR) | $62.27万 | 0.08% | 7,591 | -32,677 | -81.1% | -$268.05万 | 减仓 |
| ENVX | ENOVIX CORP | $63.18万 | 0.08% | 121,975 | -133,768 | -52.3% | -$69.29万 | 减仓 |
| BABA | ALIBABA GROUP | $63.41万 | 0.08% | 5,054 | -27,812 | -84.6% | -$348.93万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $64.17万 | 0.08% | 50,135 | 35,911 | 252.5% | $45.97万 | 加仓 |
| EMBJ | EMBRAER SA ADR | $67.62万 | 0.09% | 11,395 | -21,711 | -65.6% | -$128.83万 | 减仓 |
| KO | COCA COLA COMPANY | $68.07万 | 0.09% | 8,950 | -1,300 | -12.7% | -$9.89万 | 减仓 |
| REGL | PRS MIDCAP DIV ARISTO | $69.91万 | 0.09% | 8,090 | -288 | -3.4% | -$2.49万 | 减仓 |
| RIO | RIO TINTO PLC (ADR) | $71.25万 | 0.09% | 7,637 | -89,504 | -92.1% | -$834.98万 | 减仓 |
| BA | BOEING CO | $71.55万 | 0.09% | 3,595 | -300 | -7.7% | -$5.97万 | 减仓 |
| VWO | VANGUARD EMERGING MARKETS | $76.98万 | 0.10% | 14,242 | -4,368 | -23.5% | -$23.61万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF | $79.50万 | 0.10% | 1,289 | -835 | -39.3% | -$51.50万 | 减仓 |
| USB | US BANCORP | $82.18万 | 0.10% | 15,800 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LOAN ETF | $82.44万 | 0.10% | 18,402 | 3,027 | 19.7% | $13.56万 | 加仓 |
| JPST | JPM ULTRA-SHORT INCOME | $85.90万 | 0.11% | 16,973 | -4,858 | -22.3% | -$24.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $86.26万 | 0.11% | 1,800 | -898 | -33.3% | -$43.03万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $89.60万 | 0.11% | 3,613 | -880 | -19.6% | -$21.82万 | 减仓 |
| — | FANUC CORPORATION UNSP (ADR) | $90.19万 | 0.11% | 52,193 | 52,193 | — | $90.19万 | 新建仓 |
| HYBL | SPDR BLACKSTONE HIGH INCOME | $96.35万 | 0.12% | 34,607 | 15,061 | 77.1% | $41.93万 | 加仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $97.99万 | 0.12% | 53,256 | 2,727 | 5.4% | $5.02万 | 加仓 |
| JVAL | JPMORGAN US VALUE FACTOR ETF | $99.32万 | 0.12% | 20,328 | 305 | 1.5% | $1.49万 | 加仓 |
| IQLT | ISHARES MSCI INTERNATIONAL Q E | $100.19万 | 0.13% | 21,672 | -301 | -1.4% | -$1.39万 | 减仓 |
| — | GS GQG INTL OPPORTUNITIES | $101.22万 | 0.13% | 42,999 | -3,490 | -7.5% | -$8.22万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY | $112.29万 | 0.14% | 11,165 | 2,471 | 28.4% | $24.85万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $115.69万 | 0.15% | 2,776 | -1,150 | -29.3% | -$47.93万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP | $116.11万 | 0.15% | 16,324 | 288 | 1.8% | $2.05万 | 加仓 |
| QQQ | INVESCO QQQ TRUST ETF | $116.59万 | 0.15% | 2,020 | -43 | -2.1% | -$2.48万 | 减仓 |
| SPTM | SPDR PORTFOLIO S&P 1500 COMP | $120.42万 | 0.15% | 15,232 | 412 | 2.8% | $3.26万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $120.67万 | 0.15% | 16,249 | -5,962 | -26.8% | -$44.27万 | 减仓 |
| QUAL | ISHARES EDGE MSCI US QUALITY F | $125.42万 | 0.16% | 6,539 | 91 | 1.4% | $1.75万 | 加仓 |
| COHR | COHERENT INC | $128.51万 | 0.16% | 5,395 | 5,395 | — | $128.51万 | 新建仓 |
| PDN | INVESCO FTSE RAFI DEVELOPED | $128.91万 | 0.16% | 29,724 | 139 | 0.5% | $6,028 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE ETF | $129.77万 | 0.16% | 38,324 | -246 | -0.6% | -$8,330 | 减仓 |
| INTU | INTUIT INC | $130.28万 | 0.16% | 3,013 | -2,683 | -47.1% | -$116.01万 | 减仓 |
| SNOW | SNOWFLAKE INC | $138.42万 | 0.17% | 9,178 | 101 | 1.1% | $1.52万 | 加仓 |
| VEA | VANGUARD DEVELOPED ETF | $139.11万 | 0.18% | 21,708 | -15,077 | -41.0% | -$96.62万 | 减仓 |
| XLE | ENERGY SELECT SPDR | $140.45万 | 0.18% | 22,926 | 22,926 | — | $140.45万 | 新建仓 |
| COST | COSTCO WHOLESALE | $144.45万 | 0.18% | 1,450 | -197 | -12.0% | -$19.63万 | 减仓 |
| DBND | DOUBLELINE OPPORTUNISTIC BOND | $146.27万 | 0.18% | 31,930 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $148.26万 | 0.19% | 857 | -252 | -22.7% | -$43.60万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $150.86万 | 0.19% | 21,395 | -10,341 | -32.6% | -$72.91万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $154.72万 | 0.19% | 15,070 | -3,526 | -19.0% | -$36.20万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $159.40万 | 0.20% | 14,242 | -4,224 | -22.9% | -$47.28万 | 减仓 |
| AIQ | GLOBAL X ART INTEL & TECH | $166.73万 | 0.21% | 35,726 | -777 | -2.1% | -$3.63万 | 减仓 |
| EZPW | EZCORP INC A | $169.65万 | 0.21% | 66,844 | -33,001 | -33.1% | -$83.76万 | 减仓 |
| RDVY | FIRST RISING DIVIDEND ACHIEVER | $177.09万 | 0.22% | 25,936 | -24 | -0.1% | -$1,639 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS | $180.78万 | 0.23% | 4,630 | -1,956 | -29.7% | -$76.37万 | 减仓 |
| — | BAE SYSTEMS PLC (ADR) | $187.12万 | 0.24% | 16,062 | -5,445 | -25.3% | -$63.43万 | 减仓 |
| VRT | VERTIV HOLDINGS LLC CL A | $194.13万 | 0.24% | 7,747 | -7,129 | -47.9% | -$178.65万 | 减仓 |
| QDEF | FLEXSHARES DEF QUAL DIV ETF | $195.66万 | 0.25% | 24,513 | 40 | 0.2% | $3,193 | 加仓 |
| FN | FABRINET | $197.08万 | 0.25% | 3,779 | -1,153 | -23.4% | -$60.13万 | 减仓 |
| EZM | WISDOMTREE US MIDCAP ETF | $201.10万 | 0.25% | 29,916 | 612 | 2.1% | $4.11万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $203.07万 | 0.26% | 26,172 | -2,996 | -10.3% | -$23.25万 | 减仓 |
| HYG | ISHARES IBOXX HY ETF | $203.65万 | 0.26% | 25,597 | 351 | 1.4% | $2.79万 | 加仓 |
| LQD | ISHARES IB IG CORP BOND | $209.27万 | 0.26% | 19,201 | 257 | 1.4% | $2.80万 | 加仓 |
| PYLD | PIMCO TR MULTISECTOR ETF BD AC | $209.35万 | 0.26% | 79,904 | 1,113 | 1.4% | $2.92万 | 加仓 |
| MBB | ISHARES TR MBS ETF | $209.41万 | 0.26% | 22,055 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC C | $210.88万 | 0.27% | 7,351 | -1,081 | -12.8% | -$31.01万 | 减仓 |
| JEPI | JPM PREMIUM EQUITY FUND | $212.20万 | 0.27% | 37,438 | 20,759 | 124.5% | $117.66万 | 加仓 |