LVW Advisors, LLC
PITTSFORD NY · SEC CIK 0001576053
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UTWO | RBB FD INC | $67.26万 | 0.06% | 13,930 | -1,917 | -12.1% | -$9.26万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $67.52万 | 0.06% | 11,487 | 11,487 | — | $67.52万 | 新建仓 |
| MTB | M & T BK CORP | $67.52万 | 0.06% | 3,266 | 1,106 | 51.2% | $22.87万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $67.60万 | 0.06% | 6,067 | 4,302 | 243.7% | $47.93万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $67.94万 | 0.06% | 1,123 | -128 | -10.2% | -$7.74万 | 减仓 |
| SHOP | SHOPIFY INC | $68.81万 | 0.07% | 5,801 | 1,433 | 32.8% | $17.00万 | 加仓 |
| NEM | NEWMONT CORP | $68.88万 | 0.07% | 6,363 | 4,033 | 173.1% | $43.66万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $68.93万 | 0.07% | 1,997 | 309 | 18.3% | $10.67万 | 加仓 |
| WRB | BERKLEY W R CORP | $68.98万 | 0.07% | 10,407 | -1,290 | -11.0% | -$8.55万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $69.29万 | 0.07% | 3,798 | 1,802 | 90.3% | $32.87万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $69.48万 | 0.07% | 12,021 | 5,745 | 91.5% | $33.21万 | 加仓 |
| DIS | DISNEY WALT CO | $70.13万 | 0.07% | 7,277 | 1,114 | 18.1% | $10.74万 | 加仓 |
| BLK | BLACKROCK INC | $70.31万 | 0.07% | 731 | 146 | 25.0% | $14.04万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $70.91万 | 0.07% | 2,357 | -717 | -23.3% | -$21.57万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $71.27万 | 0.07% | 1,179 | 14 | 1.2% | $8,463 | 加仓 |
| APH | AMPHENOL CORP | $71.36万 | 0.07% | 5,648 | 947 | 20.1% | $11.97万 | 加仓 |
| ETR | ENTERGY CORP NEW | $75.23万 | 0.07% | 6,695 | -1,885 | -22.0% | -$21.18万 | 减仓 |
| MMM | 3M CO | $75.50万 | 0.07% | 5,199 | 849 | 19.5% | $12.33万 | 加仓 |
| — | HONEYWELL INTL INC | $76.71万 | 0.07% | 3,394 | 1,345 | 65.6% | $30.40万 | 加仓 |
| ECL | ECOLAB INC | $76.77万 | 0.07% | 2,886 | -2,420 | -45.6% | -$64.38万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $76.89万 | 0.07% | 7,489 | -3,418 | -31.3% | -$35.09万 | 减仓 |
| TJX | TJX COS INC NEW | $76.93万 | 0.07% | 4,817 | 302 | 6.7% | $4.82万 | 加仓 |
| FIX | COMFORT SYS USA INC | $78.33万 | 0.07% | 568 | 39 | 7.4% | $5.38万 | 加仓 |
| IGSB | ISHARES TR | $79.68万 | 0.08% | 15,161 | 3,397 | 28.9% | $17.85万 | 加仓 |
| SO | SOUTHERN CO | $80.10万 | 0.08% | 8,299 | -8,792 | -51.4% | -$84.86万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $80.22万 | 0.08% | 6,534 | 2,714 | 71.0% | $33.32万 | 加仓 |
| SLB | SLB LIMITED | $82.39万 | 0.08% | 16,032 | 10,287 | 179.1% | $52.86万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $82.94万 | 0.08% | 6,133 | 646 | 11.8% | $8.74万 | 加仓 |
| SPGI | S&P GLOBAL INC | $83.49万 | 0.08% | 1,963 | -2,009 | -50.6% | -$85.45万 | 减仓 |
| GEV | GE VERNOVA INC | $84.15万 | 0.08% | 964 | 171 | 21.6% | $14.93万 | 加仓 |
| TPR | TAPESTRY INC | $84.60万 | 0.08% | 5,995 | 5,995 | — | $84.60万 | 新建仓 |
| GE | GE AEROSPACE | $86.24万 | 0.08% | 3,039 | 84 | 2.8% | $2.38万 | 加仓 |
| MCO | MOODYS CORP | $86.68万 | 0.08% | 1,987 | -620 | -23.8% | -$27.05万 | 减仓 |
| IAU | ISHARES GOLD TR | $89.22万 | 0.09% | 10,120 | 10,120 | — | $89.22万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $90.28万 | 0.09% | 13,461 | -1,372 | -9.2% | -$9.20万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $91.23万 | 0.09% | 1,979 | 137 | 7.4% | $6.32万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $91.62万 | 0.09% | 31,913 | 893 | 2.9% | $2.56万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $91.81万 | 0.09% | 15,137 | 5,906 | 64.0% | $35.82万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $91.88万 | 0.09% | 3,150 | -433 | -12.1% | -$12.63万 | 减仓 |
| HAL | HALLIBURTON CO | $93.99万 | 0.09% | 24,107 | 24,107 | — | $93.99万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $95.05万 | 0.09% | 19,425 | -2,837 | -12.7% | -$13.88万 | 减仓 |
| RMOP | TIDAL TRUST III | $95.35万 | 0.09% | 38,339 | 1,986 | 5.5% | $4.94万 | 加仓 |
| EBAY | EBAY INC. | $97.08万 | 0.09% | 10,666 | 6,127 | 135.0% | $55.77万 | 加仓 |
| SGOV | ISHARES TR | $98.85万 | 0.09% | 9,820 | 5,686 | 137.5% | $57.24万 | 加仓 |
| EFG | ISHARES TR | $99.00万 | 0.09% | 8,889 | -5,575 | -38.5% | -$62.09万 | 减仓 |
| PHM | PULTE GROUP INC | $103.11万 | 0.10% | 8,767 | 5,215 | 146.8% | $61.33万 | 加仓 |
| WFC | WELLS FARGO & CO | $104.38万 | 0.10% | 13,112 | 2,615 | 24.9% | $20.82万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $104.44万 | 0.10% | 14,519 | 4,025 | 38.4% | $28.95万 | 加仓 |
| STT | STATE STR CORP | $105.30万 | 0.10% | 8,320 | 2,715 | 48.4% | $34.36万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $105.43万 | 0.10% | 8,887 | 1,013 | 12.9% | $12.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $105.64万 | 0.10% | 5,193 | 2,202 | 73.6% | $44.80万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $108.22万 | 0.10% | 32,843 | 32,843 | — | $108.22万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $109.52万 | 0.10% | 13,277 | 9,877 | 290.5% | $81.48万 | 加仓 |
| GLW | CORNING INC | $109.58万 | 0.10% | 8,059 | 914 | 12.8% | $12.43万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $110.75万 | 0.11% | 5,668 | -525 | -8.5% | -$10.26万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $111.17万 | 0.11% | 4,815 | 4,815 | — | $111.17万 | 新建仓 |
| EQNR | EQUINOR ASA | $111.48万 | 0.11% | 26,418 | 15,704 | 146.6% | $66.27万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $112.67万 | 0.11% | 33,603 | -522 | -1.5% | -$1.75万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $113.55万 | 0.11% | 16,694 | 13,646 | 447.7% | $92.82万 | 加仓 |
| GLD | SPDR GOLD TR | $115.23万 | 0.11% | 2,678 | 1,204 | 81.7% | $51.81万 | 加仓 |
| MDT | MEDTRONIC PLC | $115.89万 | 0.11% | 13,375 | -16,120 | -54.7% | -$139.68万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $116.42万 | 0.11% | 8,760 | 8,760 | — | $116.42万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $117.76万 | 0.11% | 3,671 | 115 | 3.2% | $3.69万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $119.06万 | 0.11% | 3,936 | 580 | 17.3% | $17.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $120.37万 | 0.11% | 8,229 | -10,753 | -56.6% | -$157.29万 | 减仓 |
| CTVA | CORTEVA INC | $121.40万 | 0.12% | 14,502 | 1,163 | 8.7% | $9.74万 | 加仓 |
| AZN | ASTRAZENECA PLC | $125.04万 | 0.12% | 6,340 | 6,340 | — | $125.04万 | 新建仓 |
| MS | MORGAN STANLEY | $125.55万 | 0.12% | 7,629 | 1,779 | 30.4% | $29.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $126.97万 | 0.12% | 3,715 | 979 | 35.8% | $33.46万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $129.09万 | 0.12% | 3,295 | 3,295 | — | $129.09万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $136.96万 | 0.13% | 9,248 | -41 | -0.4% | -$6,072 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $139.23万 | 0.13% | 27,908 | 1,000 | 3.7% | $4.99万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $141.54万 | 0.13% | 6,802 | 14 | 0.2% | $2,913 | 加仓 |
| CAT | CATERPILLAR INC | $142.40万 | 0.14% | 2,010 | 770 | 62.1% | $54.55万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.14% | 2 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $146.18万 | 0.14% | 29,051 | 29,051 | — | $146.18万 | 新建仓 |
| DE | DEERE & CO | $149.84万 | 0.14% | 2,660 | 655 | 32.7% | $36.90万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $151.94万 | 0.14% | 1,796 | 523 | 41.1% | $44.25万 | 加仓 |
| CTAS | CINTAS CORP | $153.12万 | 0.15% | 9,053 | -2,600 | -22.3% | -$43.98万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $153.30万 | 0.15% | 11,708 | -6,448 | -35.5% | -$84.43万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $154.99万 | 0.15% | 7,254 | 3,360 | 86.3% | $71.79万 | 加仓 |
| PLD | PROLOGIS INC. | $158.31万 | 0.15% | 11,977 | -318 | -2.6% | -$4.20万 | 减仓 |
| C | CITIGROUP INC | $159.25万 | 0.15% | 14,042 | 5,502 | 64.4% | $62.40万 | 加仓 |
| PAYX | PAYCHEX INC | $160.68万 | 0.15% | 17,443 | -1,006 | -5.5% | -$9.27万 | 减仓 |
| VALE | VALE S A | $161.37万 | 0.15% | 101,427 | 73,489 | 263.0% | $116.92万 | 加仓 |
| LOW | LOWES COS INC | $162.23万 | 0.15% | 6,866 | 24 | 0.4% | $5,671 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $165.24万 | 0.16% | 9,994 | -3,397 | -25.4% | -$56.17万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $166.96万 | 0.16% | 12,737 | -3,123 | -19.7% | -$40.94万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $169.03万 | 0.16% | 14,601 | -1,990 | -12.0% | -$23.04万 | 减仓 |
| ASML | ASML HLDG NV | $169.33万 | 0.16% | 1,282 | 182 | 16.5% | $24.04万 | 加仓 |
| IWM | ISHARES TR | $175.61万 | 0.17% | 7,081 | 330 | 4.9% | $8.18万 | 加仓 |
| KO | COCA COLA CO | $176.01万 | 0.17% | 23,144 | -3,133 | -11.9% | -$23.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $177.23万 | 0.17% | 19,082 | -285 | -1.5% | -$2.65万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $179.25万 | 0.17% | 61,639 | -1,646 | -2.6% | -$4.79万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $179.50万 | 0.17% | 3,793 | 201 | 5.6% | $9.51万 | 加仓 |
| RTX | RTX CORPORATION | $187.60万 | 0.18% | 9,725 | 109 | 1.1% | $2.10万 | 加仓 |
| BIL | SPDR SERIES TRUST | $189.97万 | 0.18% | 20,730 | -8,388 | -28.8% | -$76.87万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $196.51万 | 0.19% | 2,195 | 95 | 4.5% | $8.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $209.95万 | 0.20% | 41,822 | 1,372 | 3.4% | $6.89万 | 加仓 |
| NFLX | NETFLIX INC. | $213.29万 | 0.20% | 22,183 | 2,636 | 13.5% | $25.35万 | 加仓 |