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
MO ALTRIA GROUP INC $00.00%0 -10,204-100.0% -$67.34万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -4,213-100.0% -$66.29万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -4,395-100.0% -$57.55万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -7,955-100.0% -$48.25万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -4,675-100.0% -$45.99万 清仓
BCI ABRDN ETFS $00.00%0 -14,675-100.0% -$35.65万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -2,265-100.0% -$33.13万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -10,524-100.0% -$30.21万 清仓
NFLX NETFLIX INC. $00.00%0 -2,715-100.0% -$26.10万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,565-100.0% -$20.66万 清仓
NEOG NEOGEN CORP $8.99万0.01%10,000 00.0% — 不变
IAU ISHARES GOLD TR $20.46万0.03%2,710 -215-7.4% -$1.62万 减仓
MOG/A MOOG INC $21.19万0.03%500 500— $21.19万 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $21.98万0.03%628 628— $21.98万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $22.54万0.03%3,777 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $23.76万0.03%480 -95-16.5% -$4.70万 减仓
TROW PRICE T ROWE GROUP INC $24.45万0.03%2,151 2,151— $24.45万 新建仓
MKC MCCORMICK & CO INC $25.27万0.03%5,012 5,012— $25.27万 新建仓
MA MASTERCARD INCORPORATED $25.58万0.03%498 -6-1.2% -$3,082 减仓
FAST FASTENAL CO $26.95万0.04%5,612 00.0% — 不变
AMGN AMGEN INC $27.88万0.04%770 -85-9.9% -$3.08万 减仓
XLV SELECT SECTOR SPDR TR $31.73万0.04%2,000 00.0% — 不变
MCD MCDONALDS CORP $32.73万0.04%1,211 -1,758-59.2% -$47.52万 减仓
WEC WEC ENERGY GROUP INC $35.03万0.05%3,000 00.0% — 不变
FISV FISERV INC $35.56万0.05%7,249 -1,100-13.2% -$5.40万 减仓
AJG GALLAGHER ARTHUR J & CO $36.73万0.05%1,600 00.0% — 不变
GEV GE VERNOVA INC $37.48万0.05%319 00.0% — 不变
USMV ISHARES TR $38.28万0.05%3,968 -3,364-45.9% -$32.45万 减仓
T AT&T INC $46.19万0.06%22,312 -7,150-24.3% -$14.80万 减仓
BHRB BURKE HERBERT FINL SVCS CORP $49.27万0.07%6,856 6,856— $49.27万 新建仓
KMB KIMBERLY-CLARK CORP $49.41万0.07%4,501 -1,775-28.3% -$19.48万 减仓
ABT ABBOTT LABORATORIES $51.62万0.07%5,689 -2,840-33.3% -$25.77万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $52.96万0.07%753 00.0% — 不变
QUAL ISHARES TR $54.97万0.07%2,505 -150-5.6% -$3.29万 减仓
VZ VERIZON COMMUNICATIONS INC $55.55万0.08%13,120 -12,455-48.7% -$52.73万 减仓
DLN WISDOMTREE TR $55.87万0.08%5,800 00.0% — 不变
SDY SPDR SERIES TRUST $56.38万0.08%3,705 00.0% — 不变
EOG EOG RES INC $56.39万0.08%4,347 00.0% — 不变
IWO ISHARES TR $58.11万0.08%1,475 00.0% — 不变
IEMG ISHARES INC $61.01万0.08%7,365 20.0% $166 加仓
GE GE AEROSPACE $67.50万0.09%1,806 00.0% — 不变
NUE NUCOR CORP $74.98万0.10%3,366 3,366— $74.98万 新建仓
MGK VANGUARD WORLD FD $75.16万0.10%8,550 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $75.55万0.10%747 391109.8% $39.54万 重新持有
MTUM ISHARES TR $77.48万0.11%2,260 150.7% $5,142 加仓
TER TERADYNE INC $82.02万0.11%1,695 00.0% — 不变
EG EVEREST GROUP LTD $83.45万0.11%2,336 -70-2.9% -$2.50万 减仓
AXP AMERICAN EXPRESS CO $92.88万0.13%2,746 00.0% — 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
XLK SELECT SECTOR SPDR TR $95.26万0.13%5,000 00.0% — 不变
MU MICRON TECHNOLOGY INC $107.81万0.15%934 934— $107.81万 新建仓
QQQ INVESCO QQQ TR $109.47万0.15%1,487 18814.5% $13.84万 加仓
LMT LOCKHEED MARTIN CORP $110.65万0.15%2,172 48929.1% $24.91万 加仓
ATO ATMOS ENERGY CORP $112.41万0.15%6,525 6,525— $112.41万 新建仓
CAH CARDINAL HEALTH INC $112.53万0.15%4,737 4,737— $112.53万 新建仓
TSLA TESLA INC $116.80万0.16%2,777 2158.4% $9.04万 加仓
VLTO VERALTO CORP $120.21万0.16%13,555 00.0% — 不变
PFE PFIZER INC $121.57万0.16%50,485 -11,618-18.7% -$27.98万 减仓
MRSH MARSH & MCLENNAN COS INC $122.27万0.17%7,336 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $122.43万0.17%2,442 00.0% — 不变
KMI KINDER MORGAN INC DEL $123.31万0.17%38,571 3,3519.5% $10.71万 加仓
AMAT APPLIED MATLS INC $123.92万0.17%1,714 1,714— $123.92万 新建仓
CSX CSX CORP $133.27万0.18%28,039 00.0% — 不变
PM PHILIP MORRIS INTL INC $134.87万0.18%7,455 6,204495.9% $112.24万 加仓
LOW LOWES COS INC $135.38万0.18%6,140 -65-1.0% -$1.43万 减仓
MMM 3M CO $136.00万0.18%8,400 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $137.66万0.19%19,321 00.0% — 不变
CVS CVS HEALTH CORP $139.35万0.19%13,470 -3,200-19.2% -$33.10万 减仓
MS MORGAN STANLEY $140.06万0.19%6,700 1852.8% $3.87万 加仓
PEP PEPSICO INC $140.34万0.19%10,365 -290-2.7% -$3.93万 减仓
MDT MEDTRONIC PLC $142.69万0.19%18,240 4,57533.5% $35.79万 加仓
UNH UNITEDHEALTH GROUP INC $146.97万0.20%3,536 2,656301.8% $110.39万 加仓
IWF ISHARES TR $151.54万0.21%12,204 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $162.87万0.22%11,905 -1,445-10.8% -$19.77万 减仓
WFC WELLS FARGO & CO $167.04万0.23%20,213 00.0% — 不变
TGT TARGET CORP $175.92万0.24%13,469 -400-2.9% -$5.22万 减仓
KO COCA COLA CO $196.97万0.27%24,237 7,80647.5% $63.44万 加仓
VLUE ISHARES TR $196.99万0.27%9,859 -201-2.0% -$4.02万 减仓
IWM ISHARES TR $197.36万0.27%6,569 30.0% $901 加仓
SHW SHERWIN WILLIAMS CO $203.98万0.28%5,924 -23,591-79.9% -$812.29万 减仓
VBR VANGUARD INDEX FDS $207.26万0.28%8,530 -128-1.5% -$3.11万 减仓
AZO AUTOZONE INC $223.72万0.30%700 00.0% — 不变
PG PROCTER & GAMBLE CO $227.57万0.31%15,519 -4,719-23.3% -$69.20万 减仓
ADP AUTOMATIC DATA PROCESSING IN $230.40万0.31%10,288 -510-4.7% -$11.42万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $262.85万0.36%5,504 -40-0.7% -$1.91万 减仓
USB US BANCORP $273.89万0.37%45,346 00.0% — 不变
DELL DELL TECHNOLOGIES INC $283.08万0.38%6,561 4,317192.4% $186.26万 加仓
MRK MERCK & CO INC $288.07万0.39%22,418 -8,755-28.1% -$112.50万 减仓
ABBV ABBVIE INC $322.98万0.44%12,835 -759-5.6% -$19.10万 减仓
NEE NEXTERA ENERGY INC $373.87万0.51%42,597 -3,099-6.8% -$27.20万 减仓
GD GENERAL DYNAMICS CORP $379.28万0.51%10,707 -553-4.9% -$19.59万 减仓
INTC INTEL CORP $381.34万0.52%27,311 8003.0% $11.17万 加仓
SCHW SCHWAB CHARLES CORP $395.31万0.54%42,842 -1,565-3.5% -$14.44万 减仓
COF CAPITAL ONE FINL CORP $407.32万0.55%20,303 -316-1.5% -$6.34万 减仓
JPM JPMORGAN CHASE & CO $419.57万0.57%12,818 3783.0% $12.37万 加仓
TJX TJX COS INC NEW $455.95万0.62%30,096 7152.4% $10.83万 加仓
CVX CHEVRON CORPORATION $497.61万0.67%30,020 -406-1.3% -$6.73万 减仓
XLE SELECT SECTOR SPDR TR $514.93万0.70%96,956 10.0% $53 加仓
LLY ELI LILLY & CO $553.10万0.75%4,611 -326-6.6% -$39.10万 减仓
WM WASTE MGMT INC DEL $556.58万0.75%24,972 -418-1.6% -$9.32万 减仓