13F 机构持仓

L & S Advisors Inc

Los Angeles CA · SEC CIK 0001392364

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.67亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 5.4%
AAPL 3.4%
NVDA 2.9%
GOOGL 2.4%
AMZN 1.8%
AVGO 1.8%
MRK 1.8%
MSFT 1.7%
META 1.7%
LLY 1.6%

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
AA ALCOA CORPORATION $00.00%0 -148,356-100.0% -$788.36万 清仓
JCI JOHNSON CONTROLS $00.00%0 —— — 申报中断
URI UNITED RENTALS INC $00.00%0 —— — 申报中断
DAL DELTA AIR LINES INC $00.00%0 —— — 申报中断
MET METLIFE INC $00.00%0 -89,001-100.0% -$702.57万 清仓
IBM IBM CORP $00.00%0 -22,874-100.0% -$677.56万 清仓
MS MORGAN STANLEY $00.00%0 —— — 申报中断
— US TREASURY $00.00%0 -5,345,000-100.0% -$538.65万 清仓
— US TREASURY $00.00%0 -5,247,000-100.0% -$523.61万 清仓
SLV ISHARES SILVER TRUST $00.00%0 -80,950-100.0% -$521.48万 清仓
PPLT ABRDN PLATINUM ETF $00.00%0 -27,093-100.0% -$505.09万 清仓
COPX GLOBAL X COPPER MINERS ETF $00.00%0 -58,772-100.0% -$421.92万 清仓
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
SPG SIMON PROPERTY GROUP $00.00%0 —— — 申报中断
MKC MCCORMICK & COMPANY $00.00%0 -58,786-100.0% -$400.39万 清仓
TFC TRUIST FINANCIAL $00.00%0 -79,533-100.0% -$391.38万 清仓
HSY HERSHEY COMPANY $00.00%0 —— — 申报中断
STLD STEEL DYNAMICS INC $00.00%0 -22,643-100.0% -$383.69万 清仓
REGN REGENERON PHARMA $00.00%0 -4,653-100.0% -$359.15万 清仓
— IIP OPERATION PARTNER $00.00%0 -3,485,000-100.0% -$342.40万 清仓
— AIRBUS GROUP ADR $00.00%0 -56,911-100.0% -$329.63万 清仓
RL RALPH LAUREN CORP $00.00%0 —— — 申报中断
— US TREASURY $00.00%0 -3,000,000-100.0% -$299.40万 清仓
IBN ICICI BANK LTD SPON ADR $00.00%0 -94,302-100.0% -$281.02万 清仓
— US TREASURY $00.00%0 -2,697,000-100.0% -$269.71万 清仓
BN BROOKFIELD CORP $00.00%0 -57,644-100.0% -$264.53万 清仓
FSLR FIRST SOLAR INC $00.00%0 -9,574-100.0% -$250.10万 清仓
— US TREASURY $00.00%0 -2,300,000-100.0% -$225.38万 清仓
— AMC ENTERTAINMENT $00.00%0 -2,399,000-100.0% -$223.11万 清仓
— ICAHN ENTERPRISES/FIN $00.00%0 -2,154,000-100.0% -$213.78万 清仓
— CITRIX SYSTEMS INC $00.00%0 -2,261,000-100.0% -$211.40万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 —— — 申报中断
— PETROLEOS MEXICANOS $00.00%0 -1,934,000-100.0% -$207.42万 清仓
— VITAL ENERGY INC $00.00%0 -1,920,000-100.0% -$200.64万 清仓
— BLACKROCK TCP CAP $00.00%0 -1,916,000-100.0% -$192.49万 清仓
DDOG DATADOG INC $00.00%0 -13,838-100.0% -$188.18万 清仓
— TRANSOCEAN INC $00.00%0 -1,979,000-100.0% -$187.02万 清仓
NOW SERVICENOW INC $00.00%0 -11,975-100.0% -$183.44万 清仓
HDB HDFC BANK LTD $00.00%0 -50,086-100.0% -$183.01万 清仓
ZG ZILLOW GROUP $00.00%0 -26,376-100.0% -$179.96万 清仓
GPOR GULFPORT ENERGY CORP $00.00%0 -8,449-100.0% -$175.73万 清仓
— GLOBAL MARINE INC $00.00%0 -1,706,000-100.0% -$166.55万 清仓
— FS KKR CAPITAL CORP $00.00%0 -1,602,000-100.0% -$165.42万 清仓
— US TREASURY $00.00%0 -1,649,000-100.0% -$165.34万 清仓
— CDK GLOBAL INC $00.00%0 -1,708,000-100.0% -$160.77万 清仓
VFIAX VNGRD 500 INDEX ADM $00.00%0 -2,456-100.0% -$155.17万 清仓
— SASOL FINANCING USA LLC $00.00%0 -1,515,000-100.0% -$148.85万 清仓
— KEYCORP CAPITAL $00.00%0 -1,426,000-100.0% -$145.34万 清仓
— TITAN INTERNATIONAL INC $00.00%0 -1,425,000-100.0% -$142.68万 清仓
— PBF HOLDING CO LLC $00.00%0 -1,354,000-100.0% -$133.71万 清仓
— SEAGATE HDD CAYMAN $00.00%0 -1,447,000-100.0% -$127.34万 清仓
— US TREASURY $00.00%0 -1,226,000-100.0% -$121.76万 清仓
— US TREASURY $00.00%0 -1,192,000-100.0% -$119.12万 清仓
— ICAHN ENTERPRISES $00.00%0 -1,195,000-100.0% -$117.41万 清仓
— COSMO PHARMACEUTICALS NV $00.00%0 -8,421-100.0% -$112.00万 清仓
— MERCER INTL INC $00.00%0 -1,683,000-100.0% -$108.13万 清仓
— MGM GROWTH/MGM FINANCE $00.00%0 -989,000-100.0% -$99.02万 清仓
— US TREASURY $00.00%0 -1,000,000-100.0% -$98.27万 清仓
— CARNIVAL CORP $00.00%0 -915,000-100.0% -$95.96万 清仓
SPOT SPOTIFY $00.00%0 -1,635-100.0% -$94.95万 清仓
— NEWELL BRANDS INC $00.00%0 -955,000-100.0% -$94.90万 清仓
— ADAMAS TRUST INC $00.00%0 -956,000-100.0% -$94.88万 清仓
— AMER AIRLINE 16-1 A $00.00%0 -877,175-100.0% -$86.29万 清仓
— US TREASURY $00.00%0 -850,000-100.0% -$84.32万 清仓
— US TREASURY $00.00%0 -840,000-100.0% -$83.72万 清仓
— NEW MOUNTAIN FINANCE COR $00.00%0 -805,000-100.0% -$81.74万 清仓
— TEGNA INC $00.00%0 -800,000-100.0% -$79.20万 清仓
— VALERO ENERGY CORP $00.00%0 -750,000-100.0% -$76.03万 清仓
— GOLDMAN SACKS BDC INC $00.00%0 -740,000-100.0% -$75.52万 清仓
— PARAMOUNT GLOBAL $00.00%0 -720,000-100.0% -$71.13万 清仓
— US TREASURY $00.00%0 -707,000-100.0% -$70.51万 清仓
— US TREASU NT $00.00%0 -700,000-100.0% -$70.13万 清仓
— GENESIS ENERGY LP $00.00%0 -675,000-100.0% -$70.03万 清仓
— HAWAIIAN AIRLINES 13-1A $00.00%0 -662,802-100.0% -$66.21万 清仓
— US TREASURY $00.00%0 -660,000-100.0% -$65.16万 清仓
— ORANGE & ROCKLAND UTILIT $00.00%0 -620,000-100.0% -$64.29万 清仓
— BAIN CAPITALL SPECIALTY F $00.00%0 -601,000-100.0% -$59.83万 清仓
— ASSERTIO HOLDINGS INC $00.00%0 -663,000-100.0% -$59.41万 清仓
— US TREASURY $00.00%0 -600,000-100.0% -$58.90万 清仓
— CONCENTRIX CORP $00.00%0 -575,000-100.0% -$58.15万 清仓
— CARNIVAL CORP $00.00%0 -538,000-100.0% -$55.88万 清仓
— US TREASURY $00.00%0 -565,000-100.0% -$55.83万 清仓
— KENNEDY-WILSON INC $00.00%0 -585,000-100.0% -$55.06万 清仓
— UNITED AIR 2020-1 B PTT $00.00%0 -548,983-100.0% -$54.90万 清仓
— NEWELL BRANDS INC $00.00%0 -563,000-100.0% -$54.89万 清仓
— YAMANA GOLD INC $00.00%0 -545,000-100.0% -$54.73万 清仓
— BLACKSTONE SECRUED LEND $00.00%0 -531,000-100.0% -$53.83万 清仓
— VERISIGN INC $00.00%0 -529,000-100.0% -$52.92万 清仓
— F&G ANNUITIES & LIFE INC $00.00%0 -502,000-100.0% -$52.51万 清仓
— REGAL REXNORD CORPORATIONSER B $00.00%0 -518,000-100.0% -$51.90万 清仓
— US TREASURY $00.00%0 -525,000-100.0% -$51.81万 清仓
— ARROW ELECTRONICS INC $00.00%0 -500,000-100.0% -$51.50万 清仓
— DEVON OEI OPERATING LLC $00.00%0 -492,000-100.0% -$51.34万 清仓
— MAIN STREET CAPITAL CORP $00.00%0 -500,000-100.0% -$51.03万 清仓
— US TREASURY $00.00%0 -516,000-100.0% -$50.86万 清仓
— BEIERSDORF AG ORD F $00.00%0 -4,793-100.0% -$50.73万 清仓
— UNIVERSAL INSURANCE HLDS $00.00%0 -513,000-100.0% -$50.54万 清仓
— AMER AIRLN 15-2 AA $00.00%0 -511,421-100.0% -$50.41万 清仓
— BARCLAYS PLC $00.00%0 -500,000-100.0% -$50.22万 清仓
— MERCURY GENERAL CORP $00.00%0 -500,000-100.0% -$49.90万 清仓