LS Investment Advisors, LLC
Bloomfield Hills MI · SEC CIK 0001455845
$7.38亿2026Q2 申报市值
127持仓数
43.6%前十大占比 · 第一大 10.7%
10 / 10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
DFAX 加仓+$604.42万
DBMF 加仓+$517.74万
DELL 加仓+$186.26万
AMAT 新建仓+$123.92万
CAH 新建仓+$112.53万
2026Q2 卖出最多 按季末市值估算
SHW 减仓-$812.29万
VYMI 减仓-$502.49万
MRK 减仓-$112.50万
CAT 减仓-$79.65万
PG 减仓-$69.20万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $7,863.00万 | 10.66% | 271,738 | 410 | 0.2% | $11.86万 | 加仓 |
| GOOG | ALPHABET INC | $4,505.04万 | 6.11% | 127,502 | 508 | 0.4% | $17.95万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $3,635.46万 | 4.93% | 370,210 | -51,170 | -12.1% | -$502.49万 | 减仓 |
| CAT | CATERPILLAR INC | $3,098.98万 | 4.20% | 29,101 | -748 | -2.5% | -$79.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,844.15万 | 3.85% | 76,246 | 223 | 0.3% | $8.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,440.66万 | 3.31% | 121,978 | 860 | 0.7% | $17.21万 | 加仓 |
| V | VISA INC | $2,054.70万 | 2.78% | 59,888 | -613 | -1.0% | -$21.03万 | 减仓 |
| GOOGL | ALPHABET INC | $1,999.13万 | 2.71% | 55,940 | -550 | -1.0% | -$19.66万 | 减仓 |
| AVGO | BROADCOM INC | $1,858.22万 | 2.52% | 49,192 | -475 | -1.0% | -$17.94万 | 减仓 |
| HD | HOME DEPOT INC | $1,845.46万 | 2.50% | 52,327 | -896 | -1.7% | -$31.60万 | 减仓 |
| AMZN | AMAZON COM INC | $1,755.45万 | 2.38% | 73,653 | -741 | -1.0% | -$17.66万 | 减仓 |
| ECL | ECOLAB INC | $1,736.58万 | 2.35% | 62,330 | -57 | -0.1% | -$1.59万 | 减仓 |
| WMT | WALMART INC | $1,538.86万 | 2.09% | 135,870 | -1,757 | -1.3% | -$19.90万 | 减仓 |
| CB | CHUBB LIMITED | $1,425.31万 | 1.93% | 41,830 | -1,014 | -2.4% | -$34.55万 | 减仓 |
| GWW | WW GRAINGER INC | $1,393.63万 | 1.89% | 10,244 | -31 | -0.3% | -$4.22万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,369.99万 | 1.86% | 240,433 | -7,449 | -3.0% | -$42.44万 | 减仓 |
| RTX | RTX CORPORATION | $1,322.87万 | 1.79% | 69,724 | -368 | -0.5% | -$6.98万 | 减仓 |
| QCOM | QUALCOMM INC | $1,247.23万 | 1.69% | 67,494 | -2,833 | -4.0% | -$52.35万 | 减仓 |
| BLK | BLACKROCK INC | $1,239.06万 | 1.68% | 12,886 | 377 | 3.0% | $36.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,175.21万 | 1.59% | 17,111 | 621 | 3.8% | $42.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,146.41万 | 1.55% | 48,449 | -316 | -0.6% | -$7.48万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,097.90万 | 1.49% | 76,696 | -1,489 | -1.9% | -$21.32万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,003.45万 | 1.36% | 272,380 | 164,065 | 151.5% | $604.42万 | 加仓 |
| META | META PLATFORMS INC | $994.15万 | 1.35% | 17,649 | -186 | -1.0% | -$10.48万 | 减仓 |
| LIN | LINDE PLC | $972.29万 | 1.32% | 18,736 | -394 | -2.1% | -$20.45万 | 减仓 |
| CSCO | CISCO SYS INC | $927.81万 | 1.26% | 78,989 | -2,973 | -3.6% | -$34.92万 | 减仓 |
| DHR | DANAHER CORP DEL | $792.93万 | 1.07% | 41,628 | -5 | -0.0% | -$952 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $789.04万 | 1.07% | 28,059 | -76 | -0.3% | -$2.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $784.46万 | 1.06% | 15,677 | -165 | -1.0% | -$8.26万 | 减仓 |
| DIS | DISNEY WALT CO | $741.98万 | 1.01% | 77,089 | 409 | 0.5% | $3.94万 | 加仓 |
| APH | AMPHENOL CORP | $739.66万 | 1.00% | 41,950 | 1,355 | 3.3% | $23.89万 | 加仓 |
| GLD | SPDR GOLD TR | $711.42万 | 0.96% | 19,312 | -1,743 | -8.3% | -$64.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $710.46万 | 0.96% | 7,595 | -176 | -2.3% | -$16.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $666.93万 | 0.90% | 26,260 | 68 | 0.3% | $1.73万 | 加仓 |
| — | EXXON MOBIL CORP | $665.38万 | 0.90% | 48,667 | -803 | -1.6% | -$10.98万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $663.23万 | 0.90% | 216,670 | 169,140 | 355.9% | $517.74万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $568.16万 | 0.77% | 179,175 | -1,074 | -0.6% | -$3.41万 | 减仓 |
| WM | WASTE MGMT INC DEL | $556.58万 | 0.75% | 24,972 | -418 | -1.6% | -$9.32万 | 减仓 |
| LLY | ELI LILLY & CO | $553.10万 | 0.75% | 4,611 | -326 | -6.6% | -$39.10万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $514.93万 | 0.70% | 96,956 | 1 | 0.0% | $53 | 加仓 |
| CVX | CHEVRON CORPORATION | $497.61万 | 0.67% | 30,020 | -406 | -1.3% | -$6.73万 | 减仓 |
| TJX | TJX COS INC NEW | $455.95万 | 0.62% | 30,096 | 715 | 2.4% | $10.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $419.57万 | 0.57% | 12,818 | 378 | 3.0% | $12.37万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $407.32万 | 0.55% | 20,303 | -316 | -1.5% | -$6.34万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $395.31万 | 0.54% | 42,842 | -1,565 | -3.5% | -$14.44万 | 减仓 |
| INTC | INTEL CORP | $381.34万 | 0.52% | 27,311 | 800 | 3.0% | $11.17万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $379.28万 | 0.51% | 10,707 | -553 | -4.9% | -$19.59万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $373.87万 | 0.51% | 42,597 | -3,099 | -6.8% | -$27.20万 | 减仓 |
| ABBV | ABBVIE INC | $322.98万 | 0.44% | 12,835 | -759 | -5.6% | -$19.10万 | 减仓 |
| MRK | MERCK & CO INC | $288.07万 | 0.39% | 22,418 | -8,755 | -28.1% | -$112.50万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $283.08万 | 0.38% | 6,561 | 4,317 | 192.4% | $186.26万 | 加仓 |
| USB | US BANCORP | $273.89万 | 0.37% | 45,346 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $262.85万 | 0.36% | 5,504 | -40 | -0.7% | -$1.91万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $230.40万 | 0.31% | 10,288 | -510 | -4.7% | -$11.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $227.57万 | 0.31% | 15,519 | -4,719 | -23.3% | -$69.20万 | 减仓 |
| AZO | AUTOZONE INC | $223.72万 | 0.30% | 700 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $207.26万 | 0.28% | 8,530 | -128 | -1.5% | -$3.11万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $203.98万 | 0.28% | 5,924 | -23,591 | -79.9% | -$812.29万 | 减仓 |
| IWM | ISHARES TR | $197.36万 | 0.27% | 6,569 | 3 | 0.0% | $901 | 加仓 |
| VLUE | ISHARES TR | $196.99万 | 0.27% | 9,859 | -201 | -2.0% | -$4.02万 | 减仓 |
| KO | COCA COLA CO | $196.97万 | 0.27% | 24,237 | 7,806 | 47.5% | $63.44万 | 加仓 |
| TGT | TARGET CORP | $175.92万 | 0.24% | 13,469 | -400 | -2.9% | -$5.22万 | 减仓 |
| WFC | WELLS FARGO & CO | $167.04万 | 0.23% | 20,213 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $162.87万 | 0.22% | 11,905 | -1,445 | -10.8% | -$19.77万 | 减仓 |
| IWF | ISHARES TR | $151.54万 | 0.21% | 12,204 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $146.97万 | 0.20% | 3,536 | 2,656 | 301.8% | $110.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $142.69万 | 0.19% | 18,240 | 4,575 | 33.5% | $35.79万 | 加仓 |
| PEP | PEPSICO INC | $140.34万 | 0.19% | 10,365 | -290 | -2.7% | -$3.93万 | 减仓 |
| MS | MORGAN STANLEY | $140.06万 | 0.19% | 6,700 | 185 | 2.8% | $3.87万 | 加仓 |
| CVS | CVS HEALTH CORP | $139.35万 | 0.19% | 13,470 | -3,200 | -19.2% | -$33.10万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $137.66万 | 0.19% | 19,321 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $136.00万 | 0.18% | 8,400 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $135.38万 | 0.18% | 6,140 | -65 | -1.0% | -$1.43万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $134.87万 | 0.18% | 7,455 | 6,204 | 495.9% | $112.24万 | 加仓 |
| CSX | CSX CORP | $133.27万 | 0.18% | 28,039 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $123.92万 | 0.17% | 1,714 | 1,714 | — | $123.92万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $123.31万 | 0.17% | 38,571 | 3,351 | 9.5% | $10.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $122.43万 | 0.17% | 2,442 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $122.27万 | 0.17% | 7,336 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $121.57万 | 0.16% | 50,485 | -11,618 | -18.7% | -$27.98万 | 减仓 |
| VLTO | VERALTO CORP | $120.21万 | 0.16% | 13,555 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $116.80万 | 0.16% | 2,777 | 215 | 8.4% | $9.04万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $112.53万 | 0.15% | 4,737 | 4,737 | — | $112.53万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $112.41万 | 0.15% | 6,525 | 6,525 | — | $112.41万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $110.65万 | 0.15% | 2,172 | 489 | 29.1% | $24.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $109.47万 | 0.15% | 1,487 | 188 | 14.5% | $13.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $107.81万 | 0.15% | 934 | 934 | — | $107.81万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $95.26万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $93.97万 | 0.13% | 1,258 | -32 | -2.5% | -$2.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $92.88万 | 0.13% | 2,746 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $83.45万 | 0.11% | 2,336 | -70 | -2.9% | -$2.50万 | 减仓 |
| TER | TERADYNE INC | $82.02万 | 0.11% | 1,695 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $77.48万 | 0.11% | 2,260 | 15 | 0.7% | $5,142 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $75.55万 | 0.10% | 747 | 391 | 109.8% | $39.54万 | 重新持有 |
| MGK | VANGUARD WORLD FD | $75.16万 | 0.10% | 8,550 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $74.98万 | 0.10% | 3,366 | 3,366 | — | $74.98万 | 新建仓 |
| GE | GE AEROSPACE | $67.50万 | 0.09% | 1,806 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $61.01万 | 0.08% | 7,365 | 2 | 0.0% | $166 | 加仓 |
| IWO | ISHARES TR | $58.11万 | 0.08% | 1,475 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $56.39万 | 0.08% | 4,347 | 0 | 0.0% | — | 不变 |