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
DGRO ISHARES TR $39.49万0.04%5,627 00.0% — 不变
EFX EQUIFAX INC $39.78万0.04%2,209 -417-15.9% -$7.51万 减仓
BHP BHP BILLITON LIMITED $39.85万0.04%5,478 5,478— $39.85万 新建仓
FDX FEDEX CORP $40.03万0.04%1,124 1,124— $40.03万 新建仓
NVO NOVO-NORDISK A S $40.17万0.04%10,930 1,44715.3% $5.32万 加仓
SPYG SPDR SERIES TRUST $40.18万0.04%4,104 00.0% — 不变
IWB ISHARES TR $40.18万0.04%1,127 00.0% — 不变
JBL JABIL INC $40.27万0.04%1,516 1,516— $40.27万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $40.32万0.04%2,564 612.4% $9,593 加仓
WB WEIBO CORP $40.36万0.04%46,123 46,123— $40.36万 新建仓
FLEX FLEXTRONICS INTL LTD $40.51万0.04%6,188 6,188— $40.51万 新建仓
QUAL ISHARES TR $40.55万0.04%2,114 00.0% — 不变
TTAN SERVICETITAN INC $40.55万0.04%6,390 1,29825.5% $8.24万 加仓
BE BLOOM ENERGY CORP $40.59万0.04%2,996 2,996— $40.59万 新建仓
AU ANGLOGOLD ASHANTI PLC $41.21万0.04%4,233 4,233— $41.21万 新建仓
J JACOBS SOLUTIONS INC $41.79万0.04%3,283 -179-5.2% -$2.28万 减仓
WSO WATSCO INC $42.20万0.04%1,160 -125-9.7% -$4.55万 减仓
ZTS ZOETIS INC $42.56万0.04%3,600 -1,542-30.0% -$18.23万 减仓
EMBJ EMBRAER S.A. $42.81万0.04%7,215 -1,552-17.7% -$9.21万 减仓
ACN ACCENTURE PLC IRELAND $42.85万0.04%2,161 57236.0% $11.34万 加仓
BTI BRITISH AMERN TOB PLC $42.97万0.04%7,349 1,69530.0% $9.91万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $42.98万0.04%4,770 93224.3% $8.40万 加仓
CALX CALIX INC $43.09万0.04%8,796 -859-8.9% -$4.21万 减仓
JKHY HENRY JACK & ASSOC INC $43.10万0.04%2,727 -494-15.3% -$7.81万 减仓
FIS FIDELITY NATL INFORMATION SV $43.22万0.04%9,213 9,213— $43.22万 新建仓
COO COOPER COS INC $43.31万0.04%6,058 -1,151-16.0% -$8.23万 减仓
FAST FASTENAL CO $43.33万0.04%9,339 2312.5% $1.07万 加仓
BJ BJS WHSL CLUB HLDGS INC $43.35万0.04%4,405 -601-12.0% -$5.92万 减仓
TRGP TARGA RES CORP $43.60万0.04%1,739 1,739— $43.60万 新建仓
TXN TEXAS INSTRS INC $43.76万0.04%2,254 88264.3% $17.12万 加仓
SAIA SAIA INC $43.77万0.04%1,246 -106-7.8% -$3.72万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $44.43万0.04%20,514 1,5328.1% $3.32万 加仓
QCOM QUALCOMM INC $44.61万0.04%3,464 1,72499.1% $22.20万 加仓
DBEF DBX ETF TR $44.90万0.04%9,090 00.0% — 不变
BSV VANGUARD BD INDEX FDS $44.98万0.04%5,737 1,52536.2% $11.96万 加仓
PRU PRUDENTIAL FINL INC $45.62万0.04%4,670 -582-11.1% -$5.69万 减仓
PBR PETROLEO BRASILEIRO S A $46.28万0.04%22,305 22,305— $46.28万 新建仓
HPQ HP INC $46.42万0.04%24,166 12,946115.4% $24.87万 加仓
RCL ROYAL CARIBBEAN GROUP $47.36万0.05%1,721 26718.4% $7.35万 加仓
COP CONOCOPHILLIPS $47.55万0.05%3,602 49616.0% $6.55万 重新持有
AMT AMERICAN TOWER CORP $48.01万0.05%2,782 -1,247-31.0% -$21.52万 减仓
PANW PALO ALTO NETWORKS INC $48.56万0.05%3,029 1,39685.5% $22.38万 加仓
VRTX VERTEX PHARMACEUTICALS INC $48.58万0.05%1,088 -386-26.2% -$17.24万 减仓
GM GENERAL MTRS CO $49.21万0.05%6,605 6,605— $49.21万 新建仓
KGC KINROSS GOLD CORP $49.31万0.05%16,156 6,50767.4% $19.86万 重新持有
BX BLACKSTONE INC $49.92万0.05%4,341 451.0% $5,175 加仓
IYW ISHARES TR $50.09万0.05%2,761 -10,601-79.3% -$192.32万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $50.13万0.05%6,193 -2,628-29.8% -$21.27万 减仓
CMI CUMMINS INC $50.41万0.05%937 937— $50.41万 新建仓
BKNG BOOKING HOLDINGS INC $50.52万0.05%120 2526.3% $10.53万 加仓
MSCI MSCI INC $50.94万0.05%945 -799-45.8% -$43.07万 减仓
MRVL MARVELL TECHNOLOGY INC $51.05万0.05%5,154 5,154— $51.05万 新建仓
NET CLOUDFLARE INC $51.21万0.05%2,482 1335.7% $2.74万 加仓
CARR CARRIER GLOBAL CORPORATION $51.78万0.05%9,196 2,36534.6% $13.32万 加仓
— BANCO BRADESCO S A $51.83万0.05%157,549 157,549— $51.83万 新建仓
UNP UNION PAC CORP $52.36万0.05%2,158 45226.5% $10.97万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $52.63万0.05%8,578 8,578— $52.63万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $53.20万0.05%2,195 813.8% $1.96万 加仓
MET METLIFE INC $53.40万0.05%7,551 -320-4.1% -$2.26万 减仓
PG PROCTER & GAMBLE CO $53.45万0.05%3,700 -626-14.5% -$9.04万 减仓
LII LENNOX INTL INC $53.84万0.05%1,160 -306-20.9% -$14.20万 减仓
EFXT ENERFLEX LTD $54.16万0.05%25,891 25,891— $54.16万 新建仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $54.40万0.05%23,091 9024.1% $2.13万 加仓
SAN BANCO SANTANDER SA $54.72万0.05%48,508 14,32341.9% $16.16万 加仓
XMTR XOMETRY INC $54.78万0.05%13,413 5874.6% $2.40万 加仓
IVV ISHARES TR $54.86万0.05%840 253.1% $1.63万 加仓
NWG NATWEST GROUP PLC $55.26万0.05%37,084 4,12812.5% $6.15万 加仓
ULS UL SOLUTIONS INC $55.41万0.05%6,465 -1,278-16.5% -$10.95万 减仓
UNH UNITEDHEALTH GROUP INC $55.59万0.05%2,054 -1,204-37.0% -$32.59万 减仓
EOG EOG RES INC $56.93万0.05%3,938 -1,022-20.6% -$14.78万 重新持有
RF REGIONS FINANCIAL CORP NEW $57.05万0.05%21,842 3,45018.8% $9.01万 加仓
CRM SALESFORCE INC $57.16万0.05%3,062 1,04451.7% $19.49万 加仓
PFE PFIZER INC $58.11万0.06%20,693 2,75615.4% $7.74万 加仓
ACWI ISHARES TR $58.13万0.06%4,201 1,02232.1% $14.14万 加仓
ROL ROLLINS INC $58.38万0.06%10,931 -1,514-12.2% -$8.09万 减仓
AGG ISHARES TR $58.69万0.06%5,912 1,96249.7% $19.48万 加仓
SONY SONY GROUP CORP $58.93万0.06%28,468 6,49429.6% $13.44万 加仓
COR CENCORA INC $59.06万0.06%1,880 -96-4.9% -$3.02万 减仓
KLAC KLA CORP $59.49万0.06%404 12745.8% $18.70万 加仓
SAP SAP SE $59.51万0.06%3,476 2808.8% $4.79万 加仓
IJH ISHARES TR $60.22万0.06%8,918 -218-2.4% -$1.47万 减仓
ORCL ORACLE CORP $60.59万0.06%4,119 44012.0% $6.47万 加仓
RACE FERRARI N V $61.23万0.06%1,809 -892-33.0% -$30.19万 减仓
MGA MAGNA INTL INC $61.40万0.06%11,001 11,001— $61.40万 新建仓
SCHW SCHWAB CHARLES CORP $62.14万0.06%6,612 3,586118.5% $33.70万 加仓
NDSN NORDSON CORP $62.34万0.06%2,343 -236-9.2% -$6.28万 减仓
TMO THERMO FISHER SCIENTIFIC INC $62.62万0.06%1,274 37942.3% $18.63万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $63.22万0.06%7,847 3,35774.8% $27.04万 重新持有
CIEN CIENA CORP $64.52万0.06%1,662 1,662— $64.52万 新建仓
FOSL FOSSIL GROUP INC $64.65万0.06%150,000 00.0% — 不变
TFC TRUIST FINL CORP $65.12万0.06%14,165 4,63648.7% $21.31万 加仓
SPGM SPDR INDEX SHS FDS $65.28万0.06%8,622 -96-1.1% -$7,268 减仓
INTC INTEL CORP $65.63万0.06%14,871 5,56659.8% $24.56万 加仓
TROW PRICE T ROWE GROUP INC $65.71万0.06%7,290 2,94467.7% $26.54万 加仓
E ENI SPA $66.26万0.06%11,705 11,705— $66.26万 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $66.31万0.06%14,787 -1,576-9.6% -$7.07万 减仓
ALLE ALLEGION PLC $66.47万0.06%4,575 -284-5.8% -$4.13万 减仓
MCK MCKESSON CORP $66.72万0.06%771 -37-4.6% -$3.20万 减仓
CL COLGATE PALMOLIVE CO $66.92万0.06%7,852 -1,924-19.7% -$16.40万 减仓
EMR EMERSON ELEC CO $66.96万0.06%5,111 -528-9.4% -$6.92万 减仓