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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYSTEMS INC | $271.11万 | 0.28% | 23,081 | -3,091 | -11.8% | -$36.31万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SERVICES | $264.60万 | 0.27% | 37,941 | -18,890 | -33.2% | -$131.74万 | 减仓 |
| QEFA | SPDR MSCI EAFE STRATEGIC FACTO | $264.01万 | 0.27% | 27,496 | 405 | 1.5% | $3.89万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT | $263.97万 | 0.27% | 25,392 | 334 | 1.3% | $3.47万 | 加仓 |
| GOOG | ALPHABET INC C | $259.54万 | 0.27% | 7,346 | -5 | -0.1% | -$1,767 | 减仓 |
| VST | VISTRA CORP | $250.68万 | 0.26% | 15,803 | -4,648 | -22.7% | -$73.73万 | 减仓 |
| DEUS | XTRACKERS RUSSELL US MULTI ETF | $247.54万 | 0.26% | 37,907 | -101 | -0.3% | -$6,595 | 减仓 |
| — | BRAMSHILL MULTI-STRATEGY INCOM | $243.82万 | 0.25% | 375,104 | 28,695 | 8.3% | $18.65万 | 加仓 |
| LONZ | PIMCO SENIOR LOAN ACTIVE ETF | $240.62万 | 0.25% | 48,797 | 3,422 | 7.5% | $16.87万 | 加仓 |
| ABBNY | ABB LTD ADR | $234.01万 | 0.24% | 21,528 | -8,850 | -29.1% | -$96.20万 | 减仓 |
| AIQ | GLOBAL X ART INTEL & TECH | $233.05万 | 0.24% | 35,520 | -206 | -0.6% | -$1.35万 | 减仓 |
| EZM | WISDOMTREE US MIDCAP ETF | $229.44万 | 0.24% | 30,276 | 360 | 1.2% | $2.73万 | 加仓 |
| PYLD | PIMCO TR MULTISECTOR ETF BD AC | $228.07万 | 0.24% | 85,999 | 6,095 | 7.6% | $16.16万 | 加仓 |
| — | SIEMENS ENERGY AG (ADR) | $226.70万 | 0.23% | 59,440 | -97,484 | -62.1% | -$371.80万 | 减仓 |
| LQD | ISHARES IB IG CORP BOND | $222.27万 | 0.23% | 20,379 | 1,178 | 6.1% | $12.85万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $222.07万 | 0.23% | 8,260 | -5,191 | -38.6% | -$139.56万 | 减仓 |
| MBB | ISHARES TR MBS ETF | $221.98万 | 0.23% | 23,485 | 1,430 | 6.5% | $13.52万 | 加仓 |
| HYG | ISHARES IBOXX HY ETF | $220.99万 | 0.23% | 27,634 | 2,037 | 8.0% | $16.29万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $220.88万 | 0.23% | 10,211 | -4,057 | -28.4% | -$87.76万 | 减仓 |
| SRLN | SPDR BLACKSTONE SENIOR LOAN | $216.65万 | 0.22% | 53,772 | -5,355 | -9.1% | -$21.58万 | 减仓 |
| JEPI | JPM PREMIUM EQUITY FUND | $212.63万 | 0.22% | 37,646 | 208 | 0.6% | $1.17万 | 加仓 |
| RDVY | FIRST RISING DIVIDEND ACHIEVER | $211.93万 | 0.22% | 26,145 | 209 | 0.8% | $1.69万 | 加仓 |
| QDEF | FLEXSHARES DEF QUAL DIV ETF | $210.55万 | 0.22% | 24,195 | -318 | -1.3% | -$2.77万 | 减仓 |
| BWXT | BWX TECHNOLOGIES CO | $208.55万 | 0.22% | 10,714 | -4,610 | -30.1% | -$89.74万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $204.44万 | 0.21% | 3,314 | -2,085 | -38.6% | -$128.63万 | 减仓 |
| NRG | NRG ENERGY INC | $196.30万 | 0.20% | 13,440 | -5,380 | -28.6% | -$78.58万 | 减仓 |
| CLS | CELESTICA INC | $191.41万 | 0.20% | 5,247 | -2,352 | -31.0% | -$85.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $190.46万 | 0.20% | 11,490 | 9,749 | 560.0% | $161.60万 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $188.26万 | 0.19% | 4,734 | -2,577 | -35.2% | -$102.48万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $186.57万 | 0.19% | 1,907 | -748 | -28.2% | -$73.18万 | 减仓 |
| XOM | EXXON MOBIL CORP | $173.88万 | 0.18% | 12,718 | 12,718 | — | $173.88万 | 新建仓 |
| VRT | VERTIV HOLDINGS LLC CL A | $169.73万 | 0.18% | 5,069 | -2,678 | -34.6% | -$89.67万 | 减仓 |
| VEA | VANGUARD DEVELOPED ETF | $155.67万 | 0.16% | 21,848 | 140 | 0.6% | $9,975 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE ETF | $154.22万 | 0.16% | 38,354 | 30 | 0.1% | $1,206 | 加仓 |
| QQQ | INVESCO QQQ TRUST ETF | $147.50万 | 0.15% | 2,003 | -17 | -0.8% | -$1.25万 | 减仓 |
| DBND | DOUBLELINE OPPORTUNISTIC BOND | $145.57万 | 0.15% | 31,930 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES EDGE MSCI US QUALITY F | $144.73万 | 0.15% | 6,596 | 57 | 0.9% | $1.25万 | 加仓 |
| FN | FABRINET | $141.81万 | 0.15% | 2,523 | -1,256 | -33.2% | -$70.60万 | 减仓 |
| SPTM | SPDR PORTFOLIO S&P 1500 COMP | $138.58万 | 0.14% | 15,264 | 32 | 0.2% | $2,905 | 加仓 |
| COHR | COHERENT INC | $137.91万 | 0.14% | 3,496 | -1,899 | -35.2% | -$74.91万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $136.75万 | 0.14% | 15,070 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP | $135.94万 | 0.14% | 16,510 | 186 | 1.1% | $1.53万 | 加仓 |
| PDN | INVESCO FTSE RAFI DEVELOPED | $134.58万 | 0.14% | 29,919 | 195 | 0.7% | $8,772 | 加仓 |
| EQT | EQT CORP COM | $133.20万 | 0.14% | 25,052 | -151,716 | -85.8% | -$806.67万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY | $130.90万 | 0.14% | 12,985 | 1,820 | 16.3% | $18.35万 | 加仓 |
| EZPW | EZCORP INC A | $130.11万 | 0.13% | 37,637 | -29,207 | -43.7% | -$100.97万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $119.37万 | 0.12% | 1,863 | 130 | 7.5% | $8.33万 | 加仓 |
| JVAL | JPMORGAN US VALUE FACTOR ETF | $118.64万 | 0.12% | 20,232 | -96 | -0.5% | -$5,630 | 减仓 |
| NFLX | NETFLIX INC | $117.24万 | 0.12% | 16,420 | -50,829 | -75.6% | -$362.92万 | 减仓 |
| COST | COSTCO WHOLESALE | $114.65万 | 0.12% | 1,226 | -224 | -15.4% | -$20.95万 | 减仓 |
| XLE | ENERGY SELECT SPDR | $109.97万 | 0.11% | 20,706 | -2,220 | -9.7% | -$11.79万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $108.59万 | 0.11% | 3,614 | 1 | 0.0% | $300 | 加仓 |
| IQLT | ISHARES MSCI INTERNATIONAL Q E | $107.95万 | 0.11% | 21,785 | 113 | 0.5% | $5,599 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $102.01万 | 0.11% | 2,077 | -699 | -25.2% | -$34.33万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $101.51万 | 0.10% | 4,087 | -10,954 | -72.8% | -$272.06万 | 减仓 |
| — | GS GQG INTL OPPORTUNITIES | $101.18万 | 0.10% | 42,999 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $100.32万 | 0.10% | 53,677 | 421 | 0.8% | $7,869 | 加仓 |
| HYBL | SPDR BLACKSTONE HIGH INCOME | $97.45万 | 0.10% | 34,865 | 258 | 0.7% | $7,211 | 加仓 |
| XLK | TECHNOLOGY SPDR ETF | $97.19万 | 0.10% | 5,101 | 659 | 14.8% | $12.56万 | 加仓 |
| JPST | JPM ULTRA-SHORT INCOME | $97.13万 | 0.10% | 19,207 | 2,234 | 13.2% | $11.30万 | 加仓 |
| USB | US BANCORP | $95.43万 | 0.10% | 15,800 | 0 | 0.0% | — | 不变 |
| XLV | HEALTH CARE SELECT ETF | $93.05万 | 0.10% | 5,865 | 3,598 | 158.7% | $57.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $92.57万 | 0.10% | 1,850 | 50 | 2.8% | $2.50万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF | $91.03万 | 0.09% | 1,294 | 5 | 0.4% | $3,518 | 加仓 |
| VWO | VANGUARD EMERGING MARKETS | $85.67万 | 0.09% | 14,352 | 110 | 0.8% | $6,566 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $83.96万 | 0.09% | 11,273 | -4,976 | -30.6% | -$37.06万 | 减仓 |
| FTSL | FIRST TRUST SENIOR LOAN ETF | $83.27万 | 0.09% | 18,607 | 205 | 1.1% | $9,174 | 加仓 |
| BA | BOEING CO | $80.20万 | 0.08% | 3,705 | 110 | 3.1% | $2.38万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $78.67万 | 0.08% | 15,173 | -87,085 | -85.2% | -$451.54万 | 减仓 |
| KO | COCA COLA COMPANY | $72.74万 | 0.08% | 8,950 | 0 | 0.0% | — | 不变 |
| REGL | PRS MIDCAP DIV ARISTO | $71.97万 | 0.07% | 7,860 | -230 | -2.8% | -$2.11万 | 减仓 |
| PWR | QUANTA SERVICES INC | $69.05万 | 0.07% | 959 | 959 | — | $69.05万 | 新建仓 |
| BIZD | VANECK BDC INCOME ETF | $65.37万 | 0.07% | 51,638 | 1,503 | 3.0% | $1.90万 | 加仓 |
| — | HRDG LVNR INTL EQUITY | $62.04万 | 0.06% | 19,917 | 0 | 0.0% | — | 不变 |
| JPEM | JPM DIVERSIFIED RET EM EQUITY | $61.96万 | 0.06% | 9,870 | 407 | 4.3% | $2.56万 | 加仓 |
| XLF | FINANCIAL SELECT SPDR | $61.51万 | 0.06% | 11,473 | 7,419 | 183.0% | $39.77万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ 100 TECH | $57.60万 | 0.06% | 1,721 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SECURITY | $57.27万 | 0.06% | 11,486 | -9,909 | -46.3% | -$49.41万 | 减仓 |
| ANET | ARISTA NETWORKS | $54.79万 | 0.06% | 3,225 | -45 | -1.4% | -$7,645 | 减仓 |
| XLY | SPDR CONSUMER DISCRETION | $54.66万 | 0.06% | 4,661 | 825 | 21.5% | $9.68万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. CLASS A | $54.38万 | 0.06% | 1,969 | -125 | -6.0% | -$3.45万 | 减仓 |
| HYGV | FLEXSHARES HIGH YIELD VALUE | $53.89万 | 0.06% | 13,386 | 176 | 1.3% | $7,086 | 加仓 |
| TSLA | TESLA MOTORS INC | $48.83万 | 0.05% | 1,161 | 38 | 3.4% | $1.60万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY E | $48.62万 | 0.05% | 5,451 | 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 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDE | $46.03万 | 0.05% | 4,814 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL TECH ETF | $43.97万 | 0.05% | 3,043 | 3 | 0.1% | $434 | 加仓 |
| ITA | ISHARES US AERO & DEF ETF | $42.30万 | 0.04% | 1,745 | 262 | 17.7% | $6.35万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH | $41.88万 | 0.04% | 3,045 | 446 | 17.2% | $6.13万 | 加仓 |
| XLI | SPDR INDUSTRIAL SELECT | $41.31万 | 0.04% | 2,230 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.96万 | 0.04% | 3,511 | -54 | -1.5% | -$6,300 | 减仓 |
| MFDX | PIMCO RAFI DYN MLT-FACT INTL | $40.04万 | 0.04% | 9,615 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $39.67万 | 0.04% | 1,747 | 266 | 18.0% | $6.04万 | 加仓 |
| SRE | SEMPRA | $39.43万 | 0.04% | 4,253 | 2,058 | 93.8% | $19.08万 | 加仓 |
| — | DFA US CORE EQUITY 1 INST | $38.68万 | 0.04% | 6,999 | 0 | 0.0% | — | 不变 |
| JEPQ | JPM NASDAQ EQUITY PREMIUM | $37.69万 | 0.04% | 6,133 | 5 | 0.1% | $307 | 加仓 |
| GPIX | GOLDMAN SACHS S P 500 PRM ETF | $37.55万 | 0.04% | 6,757 | 3 | 0.0% | $167 | 加仓 |
| — | EATON VANCE HIGH INCOME | $37.33万 | 0.04% | 88,031 | 1,011 | 1.2% | $4,287 | 加仓 |
| GLD | SPDR GOLD SHARES ETF | $37.24万 | 0.04% | 1,011 | -196 | -16.2% | -$7.22万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $35.93万 | 0.04% | 5,777 | 6 | 0.1% | $373 | 加仓 |