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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $37.02万 | 0.03% | 1,653 | 280 | 20.4% | $6.27万 | 加仓 |
| IEFA | ISHARES TR | $37.25万 | 0.03% | 3,857 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $37.33万 | 0.03% | 2,963 | -320 | -9.7% | -$4.03万 | 减仓 |
| WSO | WATSCO INC | $37.51万 | 0.03% | 900 | -260 | -22.4% | -$10.83万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $37.67万 | 0.03% | 39,319 | 24,085 | 158.1% | $23.07万 | 加仓 |
| ROL | ROLLINS INC | $37.71万 | 0.03% | 9,034 | -1,897 | -17.4% | -$7.92万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $37.72万 | 0.03% | 3,216 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $37.84万 | 0.03% | 27,224 | 8,583 | 46.0% | $11.93万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $38.61万 | 0.03% | 786 | -108 | -12.1% | -$5.30万 | 减仓 |
| DLTR | DOLLAR TREE INC | $38.67万 | 0.03% | 3,197 | -81 | -2.5% | -$9,797 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $38.84万 | 0.03% | 1,160 | -37 | -3.1% | -$1.24万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $38.84万 | 0.03% | 610 | 2 | 0.3% | $1,273 | 加仓 |
| VMC | VULCAN MATLS CO | $39.21万 | 0.03% | 1,329 | -8 | -0.6% | -$2,360 | 减仓 |
| SONY | SONY GROUP CORP | $39.47万 | 0.03% | 19,677 | -8,791 | -30.9% | -$17.63万 | 减仓 |
| TOST | TOAST INC | $39.55万 | 0.03% | 14,217 | 3,235 | 29.5% | $9.00万 | 加仓 |
| FAST | FASTENAL CO | $40.08万 | 0.03% | 8,344 | -995 | -10.7% | -$4.78万 | 减仓 |
| NVO | NOVO-NORDISK A S | $40.18万 | 0.03% | 8,382 | -2,548 | -23.3% | -$12.22万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $40.25万 | 0.03% | 30,432 | 17,139 | 128.9% | $22.67万 | 加仓 |
| IYW | ISHARES TR | $40.28万 | 0.03% | 1,597 | -1,164 | -42.2% | -$29.36万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $40.47万 | 0.03% | 2,551 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $40.75万 | 0.04% | 11,030 | 2,810 | 34.2% | $10.38万 | 加仓 |
| PFE | PFIZER INC | $40.89万 | 0.04% | 16,983 | -3,710 | -17.9% | -$8.93万 | 减仓 |
| IWD | ISHARES TR | $40.98万 | 0.04% | 1,690 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $41.08万 | 0.04% | 2,674 | 28 | 1.1% | $4,301 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $41.09万 | 0.04% | 4,761 | 1,561 | 48.8% | $13.47万 | 加仓 |
| COR | CENCORA INC | $41.37万 | 0.04% | 1,462 | -418 | -22.2% | -$11.83万 | 减仓 |
| TOL | TOLL BROTHERS INC | $41.40万 | 0.04% | 2,513 | 2,513 | — | $41.40万 | 新建仓 |
| APP | APPLOVIN CORP | $41.42万 | 0.04% | 804 | -22 | -2.7% | -$1.13万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $41.43万 | 0.04% | 739 | 739 | — | $41.43万 | 新建仓 |
| BA | BOEING CO | $41.48万 | 0.04% | 1,916 | 327 | 20.6% | $7.08万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $41.59万 | 0.04% | 25,738 | 3,433 | 15.4% | $5.55万 | 加仓 |
| TDUP | THREDUP INC | $41.73万 | 0.04% | 60,915 | 22,424 | 58.3% | $15.36万 | 加仓 |
| QUAL | ISHARES TR | $41.98万 | 0.04% | 1,913 | -201 | -9.5% | -$4.41万 | 减仓 |
| SBUX | STARBUCKS CORP | $42.14万 | 0.04% | 4,124 | 597 | 16.9% | $6.10万 | 加仓 |
| ATI | ATI INC | $42.22万 | 0.04% | 2,142 | 2,142 | — | $42.22万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $42.36万 | 0.04% | 5,545 | 2,560 | 85.8% | $19.56万 | 加仓 |
| DGRO | ISHARES TR | $42.65万 | 0.04% | 5,627 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $42.72万 | 0.04% | 1,357 | 245 | 22.0% | $7.71万 | 加仓 |
| USFD | US FOODS HLDG CORP | $42.89万 | 0.04% | 4,195 | 95 | 2.3% | $9,714 | 加仓 |
| W | WAYFAIR INC | $43.23万 | 0.04% | 4,678 | 4,678 | — | $43.23万 | 新建仓 |
| TRGP | TARGA RES CORP | $43.28万 | 0.04% | 1,614 | -125 | -7.2% | -$3.35万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $43.30万 | 0.04% | 4,028 | 496 | 14.0% | $5.33万 | 加仓 |
| MPC | MARATHON PETE CORP | $43.36万 | 0.04% | 1,696 | 254 | 17.6% | $6.49万 | 加仓 |
| UBS | UBS GROUP AG | $43.69万 | 0.04% | 8,815 | 8,815 | — | $43.69万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $44.14万 | 0.04% | 2,699 | -83 | -3.0% | -$1.36万 | 减仓 |
| SAIA | SAIA INC | $44.18万 | 0.04% | 1,049 | -197 | -15.8% | -$8.30万 | 减仓 |
| VLO | VALERO ENERGY CORP | $44.43万 | 0.04% | 1,706 | 318 | 22.9% | $8.28万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $44.61万 | 0.04% | 898 | -190 | -17.5% | -$9.44万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $44.70万 | 0.04% | 5,737 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $45.20万 | 0.04% | 1,138 | 131 | 13.0% | $5.20万 | 加仓 |
| B | BARRICK MNG CORP | $45.27万 | 0.04% | 12,324 | 3,061 | 33.0% | $11.24万 | 加仓 |
| BPOP | POPULAR INC | $45.58万 | 0.04% | 2,776 | 1,144 | 70.1% | $18.78万 | 加仓 |
| EMBJ | EMBRAER S.A. | $45.83万 | 0.04% | 7,184 | -31 | -0.4% | -$1,978 | 减仓 |
| RIO | RIO TINTO PLC | $45.88万 | 0.04% | 4,833 | 1,623 | 50.6% | $15.41万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $46.10万 | 0.04% | 1,395 | 339 | 32.1% | $11.20万 | 加仓 |
| IWB | ISHARES TR | $46.15万 | 0.04% | 1,127 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $46.81万 | 0.04% | 1,544 | 155 | 11.2% | $4.70万 | 加仓 |
| ECL | ECOLAB INC | $47.31万 | 0.04% | 1,698 | -1,188 | -41.2% | -$33.10万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $48.14万 | 0.04% | 20,303 | 7,881 | 63.4% | $18.69万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $48.29万 | 0.04% | 7,818 | 469 | 6.4% | $2.90万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $48.39万 | 0.04% | 4,483 | -187 | -4.0% | -$2.02万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $48.83万 | 0.04% | 4,104 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $48.97万 | 0.04% | 1,257 | 590 | 88.5% | $22.99万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $49.11万 | 0.04% | 84,234 | 48,263 | 134.2% | $28.14万 | 加仓 |
| DBEF | DBX ETF TR | $49.66万 | 0.04% | 9,090 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $50.36万 | 0.04% | 2,969 | 25 | 0.8% | $4,240 | 加仓 |
| — | BANCO BRADESCO S A | $51.09万 | 0.04% | 170,287 | 12,738 | 8.1% | $3.82万 | 加仓 |
| ALL | ALLSTATE CORP | $51.73万 | 0.04% | 2,174 | 483 | 28.6% | $11.49万 | 加仓 |
| COP | CONOCOPHILLIPS | $51.76万 | 0.04% | 4,979 | 1,377 | 38.2% | $14.32万 | 加仓 |
| SAP | SAP SE | $52.06万 | 0.04% | 3,378 | -98 | -2.8% | -$1.51万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $52.53万 | 0.05% | 3,863 | 162 | 4.4% | $2.20万 | 加仓 |
| IGSB | ISHARES TR | $52.95万 | 0.05% | 10,103 | -5,058 | -33.4% | -$26.51万 | 减仓 |
| ALLE | ALLEGION PLC | $52.99万 | 0.05% | 3,772 | -803 | -17.6% | -$11.28万 | 减仓 |
| HPQ | HP INC | $53.01万 | 0.05% | 24,162 | -4 | -0.0% | -$88 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $53.03万 | 0.05% | 5,747 | -865 | -13.1% | -$7.98万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $53.03万 | 0.05% | 1,670 | -51 | -3.0% | -$1.62万 | 减仓 |
| CVS | CVS HEALTH CORP | $53.45万 | 0.05% | 5,167 | 1,698 | 48.9% | $17.57万 | 加仓 |
| BX | BLACKSTONE INC | $53.55万 | 0.05% | 4,551 | 210 | 4.8% | $2.47万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $53.72万 | 0.05% | 10,593 | 10,593 | — | $53.72万 | 新建仓 |
| EOG | EOG RES INC | $53.72万 | 0.05% | 4,141 | 203 | 5.2% | $2.63万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $54.17万 | 0.05% | 6,674 | 481 | 7.8% | $3.90万 | 加仓 |
| MSCI | MSCI INC | $54.27万 | 0.05% | 969 | 24 | 2.5% | $1.34万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $54.38万 | 0.05% | 14,042 | 5,464 | 63.7% | $21.16万 | 加仓 |
| URI | UNITED RENTALS INC | $54.83万 | 0.05% | 484 | 208 | 75.4% | $23.56万 | 加仓 |
| DHI | D R HORTON INC | $55.43万 | 0.05% | 3,403 | 1,054 | 44.9% | $17.17万 | 加仓 |
| UTWO | RBB FD INC | $55.59万 | 0.05% | 11,591 | -2,339 | -16.8% | -$11.22万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $56.15万 | 0.05% | 1,932 | -65 | -3.3% | -$1.89万 | 减仓 |
| SHOP | SHOPIFY INC | $57.02万 | 0.05% | 4,994 | -807 | -13.9% | -$9.21万 | 减仓 |
| NET | CLOUDFLARE INC | $57.71万 | 0.05% | 2,353 | -129 | -5.2% | -$3.16万 | 减仓 |
| LII | LENNOX INTL INC | $58.27万 | 0.05% | 1,017 | -143 | -12.3% | -$8.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $58.36万 | 0.05% | 1,164 | -110 | -8.6% | -$5.51万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $58.70万 | 0.05% | 2,084 | -273 | -11.6% | -$7.69万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $58.99万 | 0.05% | 5,473 | 703 | 14.7% | $7.58万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $59.18万 | 0.05% | 3,320 | 320 | 10.7% | $5.70万 | 加仓 |
| RACE | FERRARI N V | $59.23万 | 0.05% | 1,591 | -218 | -12.1% | -$8.12万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $59.31万 | 0.05% | 7,332 | 3,099 | 73.2% | $25.07万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $60.18万 | 0.05% | 24,014 | 3,500 | 17.1% | $8.77万 | 加仓 |
| ACWI | ISHARES TR | $60.48万 | 0.05% | 3,853 | -348 | -8.3% | -$5.46万 | 减仓 |
| JBL | JABIL INC | $60.75万 | 0.05% | 1,576 | 60 | 4.0% | $2.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $61.33万 | 0.05% | 4,182 | 482 | 13.0% | $7.07万 | 加仓 |