13F 机构持仓

LS Investment Advisors, LLC

Bloomfield Hills MI · SEC CIK 0001455845

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.38亿2026Q2
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

AAPL 10.7%
GOOG 6.1%
VYMI 4.9%
CAT 4.2%
MSFT 3.9%
NVDA 3.3%
V 2.8%
GOOGL 2.7%
AVGO 2.5%
HD 2.5%

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
SCHD SCHWAB STRATEGIC TR $568.16万0.77%179,175 -1,074-0.6% -$3.41万 减仓
DBMF LITMAN GREGORY FDS TR $663.23万0.90%216,670 169,140355.9% $517.74万 加仓
— EXXON MOBIL CORP $665.38万0.90%48,667 -803-1.6% -$10.98万 减仓
JNJ JOHNSON & JOHNSON $666.93万0.90%26,260 680.3% $1.73万 加仓
COST COSTCO WHOLESALE CORPORATION $710.46万0.96%7,595 -176-2.3% -$16.46万 减仓
GLD SPDR GOLD TR $711.42万0.96%19,312 -1,743-8.3% -$64.21万 减仓
APH AMPHENOL CORP $739.66万1.00%41,950 1,3553.3% $23.89万 加仓
DIS DISNEY WALT CO $741.98万1.01%77,089 4090.5% $3.94万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $784.46万1.06%15,677 -165-1.0% -$8.26万 减仓
IBM INTERNATIONAL BUSINESS MACHS $789.04万1.07%28,059 -76-0.3% -$2.14万 减仓
DHR DANAHER CORP DEL $792.93万1.07%41,628 -5-0.0% -$952 减仓
CSCO CISCO SYS INC $927.81万1.26%78,989 -2,973-3.6% -$34.92万 减仓
LIN LINDE PLC $972.29万1.32%18,736 -394-2.1% -$20.45万 减仓
META META PLATFORMS INC $994.15万1.35%17,649 -186-1.0% -$10.48万 减仓
DFAX DIMENSIONAL ETF TRUST $1,003.45万1.36%272,380 164,065151.5% $604.42万 加仓
EMR EMERSON ELEC CO $1,097.90万1.49%76,696 -1,489-1.9% -$21.32万 减仓
VIG VANGUARD SPECIALIZED FUNDS $1,146.41万1.55%48,449 -316-0.6% -$7.48万 减仓
VOO VANGUARD INDEX FDS $1,175.21万1.59%17,111 6213.8% $42.65万 加仓
BLK BLACKROCK INC $1,239.06万1.68%12,886 3773.0% $36.25万 加仓
QCOM QUALCOMM INC $1,247.23万1.69%67,494 -2,833-4.0% -$52.35万 减仓
RTX RTX CORPORATION $1,322.87万1.79%69,724 -368-0.5% -$6.98万 减仓
BAC BANK OF AMER CORP $1,369.99万1.86%240,433 -7,449-3.0% -$42.44万 减仓
GWW WW GRAINGER INC $1,393.63万1.89%10,244 -31-0.3% -$4.22万 减仓
CB CHUBB LIMITED $1,425.31万1.93%41,830 -1,014-2.4% -$34.55万 减仓
WMT WALMART INC $1,538.86万2.09%135,870 -1,757-1.3% -$19.90万 减仓
ECL ECOLAB INC $1,736.58万2.35%62,330 -57-0.1% -$1.59万 减仓
AMZN AMAZON COM INC $1,755.45万2.38%73,653 -741-1.0% -$17.66万 减仓
HD HOME DEPOT INC $1,845.46万2.50%52,327 -896-1.7% -$31.60万 减仓
AVGO BROADCOM INC $1,858.22万2.52%49,192 -475-1.0% -$17.94万 减仓
GOOGL ALPHABET INC $1,999.13万2.71%55,940 -550-1.0% -$19.66万 减仓
V VISA INC $2,054.70万2.78%59,888 -613-1.0% -$21.03万 减仓
NVDA NVIDIA CORPORATION $2,440.66万3.31%121,978 8600.7% $17.21万 加仓
MSFT MICROSOFT CORP $2,844.15万3.85%76,246 2230.3% $8.32万 加仓
CAT CATERPILLAR INC $3,098.98万4.20%29,101 -748-2.5% -$79.65万 减仓
VYMI VANGUARD WHITEHALL FDS $3,635.46万4.93%370,210 -51,170-12.1% -$502.49万 减仓
GOOG ALPHABET INC $4,505.04万6.11%127,502 5080.4% $17.95万 加仓
AAPL APPLE INC $7,863.00万10.66%271,738 4100.2% $11.86万 加仓