LVW Advisors, LLC
PITTSFORD NY · SEC CIK 0001576053
$11.57亿2026Q2 申报市值
462持仓数
43.8%前十大占比 · 第一大 9.4%
59 / 39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
SPYM 加仓+$730.56万
VTWO 加仓+$604.34万
SCHE 加仓+$485.33万
SUB 加仓+$251.58万
IJH 加仓+$246.32万
2026Q2 卖出最多 按季末市值估算
SCHD 减仓-$600.76万
JPM 减仓-$507.03万
VONG 减仓-$401.58万
CGGO 减仓-$376.51万
IJR 减仓-$262.88万
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 |
|---|---|---|---|---|---|---|---|---|
| BKR | BAKER HUGHES COMPANY | $23.80万 | 0.02% | 4,288 | 4,288 | — | $23.80万 | 新建仓 |
| IDXX | IDEXX LABS INC | $24.01万 | 0.02% | 456 | 37 | 8.8% | $1.95万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $24.03万 | 0.02% | 10,627 | -2,719 | -20.4% | -$6.15万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $24.15万 | 0.02% | 1,367 | 1,367 | — | $24.15万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $24.44万 | 0.02% | 1,119 | 1,119 | — | $24.44万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $24.62万 | 0.02% | 2,455 | -480 | -16.4% | -$4.81万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $24.63万 | 0.02% | 9,928 | 9,928 | — | $24.63万 | 新建仓 |
| VICI | VICI PPTYS INC | $24.64万 | 0.02% | 9,282 | -287 | -3.0% | -$7,620 | 减仓 |
| EIX | EDISON INTL | $24.70万 | 0.02% | 3,318 | -175 | -5.0% | -$1.30万 | 减仓 |
| CMS | CMS ENERGY CORP | $24.82万 | 0.02% | 3,244 | -2 | -0.1% | -$153 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $24.83万 | 0.02% | 670 | 670 | — | $24.83万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.88万 | 0.02% | 5,137 | 5,137 | — | $24.88万 | 新建仓 |
| BIIB | BIOGEN INC | $24.93万 | 0.02% | 1,154 | -535 | -31.7% | -$11.56万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $24.94万 | 0.02% | 5,064 | 5,064 | — | $24.94万 | 新建仓 |
| PICK | ISHARES INC | $25.22万 | 0.02% | 4,337 | 4,337 | — | $25.22万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $25.26万 | 0.02% | 946 | 946 | — | $25.26万 | 新建仓 |
| WB | WEIBO CORP | $25.29万 | 0.02% | 34,835 | -11,288 | -24.5% | -$8.20万 | 减仓 |
| NVS | NOVARTIS AG | $25.36万 | 0.02% | 1,618 | 257 | 18.9% | $4.03万 | 加仓 |
| WM | WASTE MGMT INC DEL | $25.38万 | 0.02% | 1,139 | 183 | 19.1% | $4.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.11万 | 0.02% | 355 | -299 | -45.7% | -$21.99万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $26.18万 | 0.02% | 4,972 | -2,875 | -36.6% | -$15.14万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $26.31万 | 0.02% | 9,870 | -2,672 | -21.3% | -$7.12万 | 减仓 |
| DASH | DOORDASH INC | $26.52万 | 0.02% | 1,437 | -6 | -0.4% | -$1,107 | 减仓 |
| REMX | VANECK ETF TRUST | $26.59万 | 0.02% | 3,004 | 195 | 6.9% | $1.73万 | 加仓 |
| RY | ROYAL BK CDA | $26.82万 | 0.02% | 1,296 | 1,296 | — | $26.82万 | 新建仓 |
| ADBE | ADOBE INC | $26.90万 | 0.02% | 1,312 | 125 | 10.5% | $2.56万 | 加仓 |
| XEL | XCEL ENERGY INC | $26.92万 | 0.02% | 3,352 | -590 | -15.0% | -$4.74万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.24万 | 0.02% | 2,213 | -351 | -13.7% | -$4.32万 | 减仓 |
| MLI | MUELLER INDS INC | $27.33万 | 0.02% | 2,223 | 2,223 | — | $27.33万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $27.34万 | 0.02% | 794 | 30 | 3.9% | $1.03万 | 加仓 |
| ICLN | ISHARES TR | $27.35万 | 0.02% | 13,348 | 13,348 | — | $27.35万 | 新建仓 |
| UTEN | RBB FD INC | $27.41万 | 0.02% | 6,346 | 850 | 15.5% | $3.67万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.44万 | 0.02% | 2,205 | 44 | 2.0% | $5,475 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $27.62万 | 0.02% | 1,049 | -421 | -28.6% | -$11.08万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $27.75万 | 0.02% | 1,032 | 92 | 9.8% | $2.47万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $27.80万 | 0.02% | 606 | 606 | — | $27.80万 | 新建仓 |
| SHEL | SHELL PLC | $27.98万 | 0.02% | 3,609 | 467 | 14.9% | $3.62万 | 加仓 |
| ETN | EATON CORP PLC | $28.08万 | 0.02% | 659 | 75 | 12.8% | $3.20万 | 加仓 |
| FSM | FORTUNA MNG CORP | $28.35万 | 0.02% | 33,553 | -3,149 | -8.6% | -$2.66万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $28.76万 | 0.02% | 2,992 | 92 | 3.2% | $8,843 | 加仓 |
| CRM | SALESFORCE INC | $28.78万 | 0.02% | 1,837 | -1,225 | -40.0% | -$19.19万 | 减仓 |
| IYF | ISHARES TR | $28.86万 | 0.02% | 2,263 | -163 | -6.7% | -$2.08万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $29.06万 | 0.03% | 2,713 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $29.18万 | 0.03% | 1,532 | -213 | -12.2% | -$4.06万 | 减仓 |
| T | AT&T INC | $29.19万 | 0.03% | 14,101 | 1,698 | 13.7% | $3.51万 | 加仓 |
| — | ISHARES TR | $29.30万 | 0.03% | 6,503 | -1,315 | -16.8% | -$5.93万 | 减仓 |
| TGT | TARGET CORP | $29.37万 | 0.03% | 2,249 | -510 | -18.5% | -$6.66万 | 减仓 |
| EFA | ISHARES TR | $29.42万 | 0.03% | 2,832 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $29.62万 | 0.03% | 5,678 | 2,173 | 62.0% | $11.33万 | 加仓 |
| — | RBB FD INC | $29.83万 | 0.03% | 7,332 | 7,332 | — | $29.83万 | 新建仓 |
| SIBN | SI BONE INC | $29.87万 | 0.03% | 18,302 | 3,287 | 21.9% | $5.36万 | 加仓 |
| NOBL | PROSHARES TR | $29.90万 | 0.03% | 5,324 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $30.03万 | 0.03% | 574 | -52 | -8.3% | -$2.72万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $30.16万 | 0.03% | 398 | 398 | — | $30.16万 | 新建仓 |
| GWW | WW GRAINGER INC | $30.47万 | 0.03% | 224 | 5 | 2.3% | $6,802 | 加仓 |
| DB | DEUTSCHE BK AG | $30.50万 | 0.03% | 9,033 | -4,030 | -30.9% | -$13.61万 | 减仓 |
| ABNB | AIRBNB INC | $30.62万 | 0.03% | 2,140 | 111 | 5.5% | $1.59万 | 加仓 |
| WMB | WILLIAMS COS INC | $30.98万 | 0.03% | 4,167 | 1,283 | 44.5% | $9.54万 | 加仓 |
| EFV | ISHARES TR | $30.99万 | 0.03% | 4,048 | -38 | -0.9% | -$2,909 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $31.14万 | 0.03% | 2,239 | -187 | -7.7% | -$2.60万 | 减仓 |
| PWR | QUANTA SVCS INC | $31.18万 | 0.03% | 433 | 29 | 7.2% | $2.09万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $31.30万 | 0.03% | 3,589 | -816 | -18.5% | -$7.12万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $31.51万 | 0.03% | 7,709 | 3,163 | 69.6% | $12.93万 | 加仓 |
| LIN | LINDE PLC | $31.86万 | 0.03% | 614 | 69 | 12.7% | $3.58万 | 加仓 |
| GOVT | ISHARES TR | $32.13万 | 0.03% | 14,106 | 14,106 | — | $32.13万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $32.27万 | 0.03% | 4,333 | -454 | -9.5% | -$3.38万 | 减仓 |
| AAXJ | ISHARES TR | $32.33万 | 0.03% | 2,709 | 343 | 14.5% | $4.09万 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $32.37万 | 0.03% | 1,152 | 1,152 | — | $32.37万 | 新建仓 |
| NOW | SERVICENOW INC | $32.43万 | 0.03% | 3,267 | 505 | 18.3% | $5.01万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $32.60万 | 0.03% | 16,389 | 5,313 | 48.0% | $10.57万 | 加仓 |
| PSX | PHILLIPS 66 | $32.68万 | 0.03% | 1,933 | -210 | -9.8% | -$3.55万 | 减仓 |
| AZZ | AZZ INC | $32.82万 | 0.03% | 2,117 | 2,117 | — | $32.82万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $32.93万 | 0.03% | 3,000 | 22 | 0.7% | $2,415 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $32.99万 | 0.03% | 9,736 | 9,736 | — | $32.99万 | 新建仓 |
| TER | TERADYNE INC | $33.00万 | 0.03% | 682 | 682 | — | $33.00万 | 新建仓 |
| CRH | CRH PLC | $33.08万 | 0.03% | 3,092 | 1,010 | 48.5% | $10.81万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $33.78万 | 0.03% | 18,231 | 157 | 0.9% | $2,909 | 加仓 |
| — | VANECK ETF TRUST | $33.96万 | 0.03% | 7,369 | 1,199 | 19.4% | $5.52万 | 加仓 |
| RS | RELIANCE INC | $34.15万 | 0.03% | 914 | 914 | — | $34.15万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $34.17万 | 0.03% | 14,473 | 14,473 | — | $34.17万 | 新建仓 |
| MAS | MASCO CORP | $34.32万 | 0.03% | 4,218 | -514 | -10.9% | -$4.18万 | 减仓 |
| NYF | ISHARES TR | $34.33万 | 0.03% | 6,369 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $34.35万 | 0.03% | 1,097 | -27 | -2.4% | -$8,455 | 减仓 |
| IWF | ISHARES TR | $34.39万 | 0.03% | 2,770 | -418 | -13.1% | -$5.19万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $34.43万 | 0.03% | 3,587 | 1,160 | 47.8% | $11.13万 | 加仓 |
| KGC | KINROSS GOLD CORP | $34.53万 | 0.03% | 14,617 | -1,539 | -9.5% | -$3.64万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $34.61万 | 0.03% | 6,139 | -240 | -3.8% | -$1.35万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $34.64万 | 0.03% | 1,870 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $34.70万 | 0.03% | 35,338 | 35,338 | — | $34.70万 | 新建仓 |
| APA | APA CORPORATION | $34.75万 | 0.03% | 10,670 | 1,966 | 22.6% | $6.40万 | 加仓 |
| BWA | BORGWARNER INC | $34.97万 | 0.03% | 5,266 | 5,266 | — | $34.97万 | 新建仓 |
| PFIS | PEOPLES FINL SVCS CORP | $35.06万 | 0.03% | 5,283 | -110 | -2.0% | -$7,301 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $35.60万 | 0.03% | 5,240 | -1,338 | -20.3% | -$9.09万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $35.74万 | 0.03% | 3,781 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $35.80万 | 0.03% | 5,778 | 5,778 | — | $35.80万 | 新建仓 |
| GDX | VANECK ETF TRUST | $35.94万 | 0.03% | 4,764 | 1,760 | 58.6% | $13.28万 | 重新持有 |
| CYTK | CYTOKINETICS INC | $36.07万 | 0.03% | 4,234 | 252 | 6.3% | $2.15万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $36.22万 | 0.03% | 262 | 66 | 33.7% | $9.12万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.30万 | 0.03% | 1,342 | 101 | 8.1% | $2.73万 | 加仓 |
| MUB | ISHARES TR | $36.34万 | 0.03% | 3,377 | -152 | -4.3% | -$1.64万 | 减仓 |