13F 机构持仓

LVW Advisors, LLC

PITTSFORD NY · SEC CIK 0001576053

2026Q22026Q1 更早 9 个季度 🔒
$10.50亿2026Q1 申报市值
436持仓数
44.4%前十大占比 · 第一大 8.4%
105 / 19新建仓 / 清仓
申报市值走势$11.57亿2026Q2
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

SPYM 8.4%
VEA 7.1%
SCHO 4.9%
STIP 4.1%
SCHD 3.9%
BIV 3.4%
AAPL 3.4%
VONG 3.3%
CGGO 3.3%
TAFM 2.4%

2026Q1 买入最多 按季末市值估算

SPYM 加仓+$5,542.21万
VWO 加仓+$686.31万
WDC 新建仓+$260.16万
BND 加仓+$195.77万
VTWO 加仓+$178.46万

2026Q1 卖出最多 按季末市值估算

SCHD 减仓-$2,702.03万
SCHG 减仓-$1,065.27万
VONG 减仓-$1,019.55万
VEA 减仓-$509.67万
VUG 减仓-$193.41万

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
ZM ZOOM COMMUNICATIONS INC $25.72万0.02%3,200 3,200— $25.72万 新建仓
CACC CREDIT ACCEP CORP MICH $25.75万0.02%608 -46-7.0% -$1.95万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $25.90万0.02%1,594 -2,465-60.7% -$40.05万 减仓
VICI VICI PPTYS INC $26.14万0.02%9,569 -9,892-50.8% -$27.03万 减仓
CYTK CYTOKINETICS INC $26.25万0.03%3,982 00.0% — 不变
— ISHARES TR $26.67万0.03%7,818 7,818— $26.67万 新建仓
HEFA ISHARES TR $26.86万0.03%6,321 00.0% — 不变
LIN LINDE PLC $27.02万0.03%545 11125.6% $5.50万 重新持有
COWZ PACER FDS TR $27.23万0.03%4,353 4,353— $27.23万 新建仓
EFA ISHARES TR $27.51万0.03%2,832 00.0% — 不变
HLNE HAMILTON LANE INC $27.70万0.03%2,787 47620.6% $4.73万 加仓
ADP AUTOMATIC DATA PROCESSING IN $27.90万0.03%1,373 -377-21.5% -$7.66万 减仓
OLLI OLLIES BARGAIN OUTLET HLDGS $27.98万0.03%3,040 -955-23.9% -$8.79万 减仓
NOBL PROSHARES TR $28.22万0.03%2,662 -780-22.7% -$8.27万 重新持有
THC TENET HEALTHCARE CORP $28.23万0.03%1,496 1158.3% $2.17万 加仓
VCSH VANGUARD SCOTTSDALE FDS $28.35万0.03%3,577 -1,541-30.1% -$12.22万 减仓
RMD RESMED INC $28.40万0.03%1,265 -457-26.5% -$10.26万 减仓
IYF ISHARES TR $28.54万0.03%2,426 2,426— $28.54万 新建仓
MAS MASCO CORP $28.57万0.03%4,732 -936-16.5% -$5.65万 减仓
KMB KIMBERLY-CLARK CORP $28.73万0.03%2,978 -2,911-49.4% -$28.08万 减仓
PFIS PEOPLES FINL SVCS CORP $28.76万0.03%5,393 00.0% — 不变
HMC HONDA MOTOR CO LTD $28.82万0.03%11,856 11,856— $28.82万 新建仓
ADBE ADOBE INC $28.85万0.03%1,187 -265-18.3% -$6.44万 减仓
NOW SERVICENOW INC $28.88万0.03%2,762 -1,165-29.7% -$12.18万 减仓
TOST TOAST INC $29.11万0.03%10,982 9499.5% $2.52万 加仓
BSY BENTLEY SYS INC $29.21万0.03%8,316 -4,676-36.0% -$16.42万 减仓
SHEL SHELL PLC $29.22万0.03%3,142 3,142— $29.22万 新建仓
APTV APTIV PLC $29.47万0.03%4,244 4,244— $29.47万 新建仓
FITB FIFTH THIRD BANCORP $29.64万0.03%6,379 -1,373-17.7% -$6.38万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $29.67万0.03%12,165 12,165— $29.67万 新建仓
TMP TOMPKINS FINL CORP $29.81万0.03%3,781 00.0% — 不变
RIO RIO TINTO PLC $29.95万0.03%3,210 3,210— $29.95万 新建仓
VRT VERTIV HOLDINGS CO $29.99万0.03%1,197 1,197— $29.99万 新建仓
XLC SELECT SECTOR SPDR TR $30.08万0.03%2,713 2,713— $30.08万 新建仓
FMS FRESENIUS MEDICAL CARE AG $30.11万0.03%13,346 13,346— $30.11万 新建仓
XLI SELECT SECTOR SPDR TR $30.24万0.03%1,870 1,870— $30.24万 新建仓
EFV ISHARES TR $30.38万0.03%4,086 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $30.45万0.03%2,427 2,427— $30.45万 新建仓
— VANECK ETF TRUST $30.48万0.03%6,170 6,170— $30.48万 新建仓
HUBB HUBBELL INC $30.72万0.03%626 -72-10.3% -$3.53万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $30.73万0.03%1,470 -212-12.6% -$4.43万 减仓
BIIB BIOGEN INC $30.96万0.03%1,689 1,689— $30.96万 新建仓
XEL XCEL ENERGY INC $31.32万0.03%3,942 -5,050-56.2% -$40.12万 减仓
POOL POOL CORP $31.50万0.03%1,557 221.4% $4,451 加仓
SBUX STARBUCKS CORP $31.60万0.03%3,527 42413.7% $3.80万 加仓
BA BOEING CO $31.63万0.03%1,589 49545.2% $9.85万 加仓
OLED UNIVERSAL DISPLAY CORP $31.81万0.03%3,470 37712.2% $3.46万 加仓
ADI ANALOG DEVICES INC $32.04万0.03%1,007 1,007— $32.04万 新建仓
DAL DELTA AIR LINES INC $32.04万0.03%4,819 4,819— $32.04万 新建仓
HLT HILTON WORLDWIDE HLDGS INC $32.11万0.03%1,056 -63-5.6% -$1.92万 减仓
DHI D R HORTON INC $32.23万0.03%2,349 2,349— $32.23万 新建仓
ITW ILLINOIS TOOL WKS INC $32.30万0.03%1,241 40548.4% $10.54万 加仓
TRMB TRIMBLE INC $32.31万0.03%4,953 -624-11.2% -$4.07万 减仓
ARCC ARES CAPITAL CORP $32.57万0.03%18,074 1590.9% $2,865 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $32.64万0.03%2,452 -339-12.1% -$4.51万 减仓
CRWD CROWDSTRIKE HLDGS INC $32.76万0.03%839 -179-17.6% -$6.99万 减仓
APP APPLOVIN CORP $32.87万0.03%826 -174-17.4% -$6.93万 减仓
CHH CHOICE HOTELS INTL INC $32.90万0.03%3,179 200.6% $2,070 加仓
XLE SELECT SECTOR SPDR TR $32.96万0.03%5,380 5,380— $32.96万 新建仓
JCI JOHNSON CONTROLS INTERNATION $32.97万0.03%2,518 2,518— $32.97万 新建仓
DHR DANAHER CORP DEL $33.09万0.03%1,745 37026.9% $7.02万 加仓
TGT TARGET CORP $33.44万0.03%2,759 -189-6.4% -$2.29万 重新持有
NYF ISHARES TR $33.83万0.03%6,369 2,58868.4% $13.75万 加仓
TWLO TWILIO INC $33.86万0.03%2,691 37916.4% $4.77万 加仓
IMOS CHIPMOS TECHNOLOGIES INC $33.95万0.03%9,488 9,488— $33.95万 新建仓
IWF ISHARES TR $33.97万0.03%797 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $34.08万0.03%3,701 3,701— $34.08万 新建仓
VLO VALERO ENERGY CORP $34.29万0.03%1,388 1,388— $34.29万 新建仓
— WARNER BROS DISCOVERY INC $34.44万0.03%12,542 12,542— $34.44万 新建仓
UPS UNITED PARCEL SVCS INC $34.75万0.03%3,532 35811.3% $3.52万 加仓
NVT NVENT ELEC PLC $34.82万0.03%2,944 441.5% $5,204 加仓
IEFA ISHARES TR $34.91万0.03%3,857 00.0% — 不变
INTU INTUIT $34.94万0.03%808 -300-27.1% -$12.97万 减仓
XLY SELECT SECTOR SPDR TR $35.05万0.03%3,216 3,216— $35.05万 新建仓
ALL ALLSTATE CORP $35.06万0.03%1,691 -489-22.4% -$10.14万 减仓
MPC MARATHON PETE CORP $35.21万0.03%1,442 1,442— $35.21万 新建仓
ING ING GROEP N.V. $35.37万0.03%13,579 13,579— $35.37万 新建仓
BBIO BRIDGEBIO PHARMA INC $35.55万0.03%4,787 2505.5% $1.86万 加仓
DLTR DOLLAR TREE INC $35.90万0.03%3,278 3,278— $35.90万 新建仓
T AT&T INC $35.96万0.03%12,403 12,403— $35.96万 新建仓
IWD ISHARES TR $36.12万0.03%1,690 -355-17.4% -$7.59万 减仓
VB VANGUARD INDEX FDS $36.37万0.03%1,389 382.8% $9,951 加仓
STZ CONSTELLATION BRANDS INC $36.39万0.03%2,426 1144.9% $1.71万 加仓
VMC VULCAN MATLS CO $36.41万0.03%1,337 13811.5% $3.76万 加仓
FSM FORTUNA MNG CORP $36.45万0.03%36,702 36,702— $36.45万 新建仓
SYK STRYKER CORPORATION $36.53万0.03%1,112 16917.9% $5.55万 加仓
CX CEMEX SA EURO MTN BE 144A $36.79万0.04%32,159 32,159— $36.79万 新建仓
ASX ASE TECHNOLOGY HLDG CO LTD $36.92万0.04%17,030 17,030— $36.92万 新建仓
APA APA CORPORATION $36.94万0.04%8,704 8,704— $36.94万 新建仓
TT TRANE TECHNOLOGIES PLC $37.26万0.04%894 894— $37.26万 新建仓
XLV SELECT SECTOR SPDR TR $37.40万0.04%2,551 2,551— $37.40万 新建仓
MUB ISHARES TR $37.46万0.04%3,529 3,529— $37.46万 新建仓
QQQ INVESCO QQQ TR $37.72万0.04%654 111.7% $6,345 加仓
B BARRICK MNG CORP $37.78万0.04%9,263 4,20983.3% $17.17万 加仓
USFD US FOODS HLDG CORP $37.81万0.04%4,100 4,100— $37.81万 新建仓
BP BP PLC $38.63万0.04%8,220 8,220— $38.63万 新建仓
DB DEUTSCHE BK AG $38.90万0.04%13,063 -3,415-20.7% -$10.17万 减仓
VMRK EQUITY RESIDENTIAL $38.91万0.04%6,578 -5,401-45.1% -$31.95万 减仓
PSX PHILLIPS 66 $39.04万0.04%2,143 2,143— $39.04万 新建仓
BFAM BRIGHT HORIZONS FAM SOL IN D $39.41万0.04%4,798 77919.4% $6.40万 加仓