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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -37,500 | -100.0% | -$2,438.78万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -9,820 | -100.0% | -$98.85万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,394 | -100.0% | -$76.71万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -23,091 | -100.0% | -$54.40万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -9,213 | -100.0% | -$43.22万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -2,727 | -100.0% | -$43.10万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -4,798 | -100.0% | -$39.41万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -808 | -100.0% | -$34.94万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,380 | -100.0% | -$32.96万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -2,452 | -100.0% | -$32.64万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,953 | -100.0% | -$32.31万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -3,470 | -100.0% | -$31.81万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,557 | -100.0% | -$31.50万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -4,244 | -100.0% | -$29.47万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -8,316 | -100.0% | -$29.21万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,265 | -100.0% | -$28.40万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -3,040 | -100.0% | -$27.98万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,787 | -100.0% | -$27.70万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -4,353 | -100.0% | -$27.23万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -6,321 | -100.0% | -$26.86万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,594 | -100.0% | -$25.90万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -3,171 | -100.0% | -$25.33万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,472 | -100.0% | -$25.23万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1,181 | -100.0% | -$23.62万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,025 | -100.0% | -$23.43万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -334 | -100.0% | -$22.79万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -682 | -100.0% | -$22.75万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,418 | -100.0% | -$22.30万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | -9,463 | -100.0% | -$21.90万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,197 | -100.0% | -$21.78万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -5,695 | -100.0% | -$21.75万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -774 | -100.0% | -$21.75万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,086 | -100.0% | -$21.31万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -2,966 | -100.0% | -$20.91万 | 清仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $0 | 0.00% | 0 | -10,777 | -100.0% | -$20.64万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -4,207 | -100.0% | -$20.00万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -10,154 | -100.0% | -$10.64万 | 清仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $0 | 0.00% | 0 | -11,605 | -100.0% | -$9.72万 | 清仓 |
| IVVD | INVIVYD INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.95万 | 清仓 |
| — | EIGHTCO HOLDINGS INC | $6,955 | 0.00% | 10,000 | 10,000 | — | $6,955 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $4.40万 | 0.00% | 12,000 | -1,000 | -7.7% | -$3,670 | 重新持有 |
| JBLU | JETBLUE AIRWAYS CORP | $5.73万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $7.94万 | 0.01% | 13,433 | 0 | 0.0% | — | 不变 |
| — | REPOSITRAK INC | $11.50万 | 0.01% | 12,775 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $17.88万 | 0.02% | 16,447 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $19.85万 | 0.02% | 37,661 | 37,661 | — | $19.85万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $20.07万 | 0.02% | 4,648 | -969 | -17.3% | -$4.18万 | 减仓 |
| ENS | ENERSYS | $20.23万 | 0.02% | 865 | 865 | — | $20.23万 | 新建仓 |
| NUE | NUCOR CORP | $20.23万 | 0.02% | 908 | -593 | -39.5% | -$13.21万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $20.38万 | 0.02% | 1,848 | -1,331 | -41.9% | -$14.68万 | 减仓 |
| AA | ALCOA CORP | $20.50万 | 0.02% | 3,932 | 3,932 | — | $20.50万 | 新建仓 |
| EFX | EQUIFAX INC | $20.57万 | 0.02% | 1,296 | -913 | -41.3% | -$14.49万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.67万 | 0.02% | 2,616 | -961 | -26.9% | -$7.59万 | 减仓 |
| BHC | BAUSCH HEALTH COS INC | $20.74万 | 0.02% | 42,076 | 3,986 | 10.5% | $1.97万 | 加仓 |
| IWL | ISHARES TR | $20.75万 | 0.02% | 1,122 | 1,122 | — | $20.75万 | 新建仓 |
| — | ISHARES TR | $20.88万 | 0.02% | 9,428 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $20.93万 | 0.02% | 1,309 | -36 | -2.7% | -$5,755 | 减仓 |
| NDAQ | NASDAQ INC | $20.97万 | 0.02% | 2,661 | 99 | 3.9% | $7,803 | 加仓 |
| ENVX | ENOVIX CORPORATION | $21.03万 | 0.02% | 34,638 | 5 | 0.0% | $30 | 加仓 |
| ONC | BEONE MEDICINES LTD | $21.06万 | 0.02% | 739 | -19 | -2.5% | -$5,414 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $21.10万 | 0.02% | 3,022 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $21.12万 | 0.02% | 9,860 | 9,860 | — | $21.12万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $21.14万 | 0.02% | 2,566 | 2,566 | — | $21.14万 | 新建仓 |
| ZTS | ZOETIS INC | $21.18万 | 0.02% | 2,947 | -653 | -18.1% | -$4.69万 | 减仓 |
| CALX | CALIX INC | $21.23万 | 0.02% | 5,689 | -3,107 | -35.3% | -$11.60万 | 减仓 |
| KKR | KKR & CO INC | $21.25万 | 0.02% | 2,315 | 117 | 5.3% | $1.07万 | 加仓 |
| PNR | PENTAIR PLC | $21.47万 | 0.02% | 2,801 | -4 | -0.1% | -$307 | 减仓 |
| KR | KROGER CO | $21.52万 | 0.02% | 3,876 | 3,876 | — | $21.52万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $21.53万 | 0.02% | 9,132 | 9,132 | — | $21.53万 | 新建仓 |
| INMD | INMODE LTD | $21.58万 | 0.02% | 14,759 | 2,914 | 24.6% | $4.26万 | 加仓 |
| WPC | WP CAREY INC | $21.58万 | 0.02% | 3,018 | -427 | -12.4% | -$3.05万 | 减仓 |
| FTI | TECHNIPFMC PLC | $21.58万 | 0.02% | 3,255 | 3,255 | — | $21.58万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $21.59万 | 0.02% | 13,614 | 13,614 | — | $21.59万 | 新建仓 |
| VTRS | VIATRIS INC | $21.66万 | 0.02% | 13,640 | 13,640 | — | $21.66万 | 新建仓 |
| XYL | XYLEM INC | $21.69万 | 0.02% | 1,835 | -167 | -8.3% | -$1.97万 | 减仓 |
| AMLP | ALPS ETF TR | $21.70万 | 0.02% | 4,185 | 4,185 | — | $21.70万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $22.06万 | 0.02% | 5,043 | 0 | 0.0% | — | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.07万 | 0.02% | 588 | 588 | — | $22.07万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $22.10万 | 0.02% | 1,271 | 1,271 | — | $22.10万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $22.14万 | 0.02% | 3,828 | -1,608 | -29.6% | -$9.30万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $22.24万 | 0.02% | 131 | 131 | — | $22.24万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.26万 | 0.02% | 2,012 | -108 | -5.1% | -$1.19万 | 减仓 |
| ARGX | ARGENX SE | $22.27万 | 0.02% | 240 | 240 | — | $22.27万 | 新建仓 |
| AFL | AFLAC INC | $22.29万 | 0.02% | 1,901 | -227 | -10.7% | -$2.66万 | 减仓 |
| TTAN | SERVICETITAN INC | $22.39万 | 0.02% | 3,166 | -3,224 | -50.5% | -$22.80万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $22.41万 | 0.02% | 1,190 | 1,190 | — | $22.41万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $22.50万 | 0.02% | 884 | -334 | -27.4% | -$8.50万 | 重新持有 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $22.74万 | 0.02% | 2,011 | 2,011 | — | $22.74万 | 新建仓 |
| PSMT | PRICESMART INC | $22.78万 | 0.02% | 1,166 | 1,166 | — | $22.78万 | 新建仓 |
| CYD | CHINA YUCHAI INTL LTD | $22.81万 | 0.02% | 4,812 | 4,812 | — | $22.81万 | 新建仓 |
| IJS | ISHARES TR | $23.04万 | 0.02% | 1,686 | 1,686 | — | $23.04万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $23.05万 | 0.02% | 1,232 | -264 | -17.6% | -$4.94万 | 减仓 |
| XBI | SPDR SERIES TRUST | $23.17万 | 0.02% | 1,464 | 1,464 | — | $23.17万 | 新建仓 |
| DDOG | DATADOG INC | $23.17万 | 0.02% | 890 | 890 | — | $23.17万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.24万 | 0.02% | 6,836 | 288 | 4.4% | $9,792 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $23.28万 | 0.02% | 12,336 | 171 | 1.4% | $3,227 | 加仓 |
| COO | COOPER COS INC | $23.31万 | 0.02% | 3,250 | -2,808 | -46.4% | -$20.14万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.49万 | 0.02% | 671 | 671 | — | $23.49万 | 新建仓 |
| TDTT | FLEXSHARES TR | $23.70万 | 0.02% | 9,914 | 9,914 | — | $23.70万 | 新建仓 |
| ENFR | ALPS ETF TR | $23.76万 | 0.02% | 6,235 | 6,235 | — | $23.76万 | 新建仓 |