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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1.09亿 | 9.43% | 1,241,597 | 83,132 | 7.2% | $730.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,123.38万 | 7.02% | 1,140,123 | -29,584 | -2.5% | -$210.79万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $5,269.39万 | 4.55% | 2,182,846 | 69,861 | 3.3% | $168.64万 | 加仓 |
| STIP | ISHARES TR | $4,407.83万 | 3.81% | 431,464 | 12,818 | 3.1% | $130.95万 | 加仓 |
| AAPL | APPLE INC | $4,050.76万 | 3.50% | 139,990 | 379 | 0.3% | $10.97万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $4,043.66万 | 3.49% | 955,271 | -88,946 | -8.5% | -$376.51万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,794.95万 | 3.28% | 494,779 | 29,652 | 6.4% | $227.43万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,684.24万 | 3.18% | 288,259 | -31,420 | -9.8% | -$401.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,674.56万 | 3.17% | 1,158,802 | -189,453 | -14.1% | -$600.76万 | 减仓 |
| SUB | ISHARES TR | $2,704.02万 | 2.34% | 253,970 | 23,629 | 10.3% | $251.58万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $2,698.63万 | 2.33% | 1,050,870 | 73,711 | 7.5% | $189.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,561.65万 | 2.21% | 128,025 | -4,685 | -3.5% | -$93.74万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2,437.53万 | 2.11% | 662,732 | -65,347 | -9.0% | -$240.35万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,214.24万 | 1.91% | 257,052 | -27,804 | -9.8% | -$239.50万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,500.32万 | 1.30% | 204,376 | -13,489 | -6.2% | -$99.02万 | 减仓 |
| GOOG | ALPHABET INC | $1,484.80万 | 1.28% | 42,023 | 230 | 0.6% | $8.13万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,463.80万 | 1.26% | 120,557 | 49,773 | 70.3% | $604.34万 | 加仓 |
| GOOGL | ALPHABET INC | $1,356.11万 | 1.17% | 37,947 | 652 | 1.7% | $23.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,341.42万 | 1.16% | 35,961 | -893 | -2.4% | -$33.31万 | 减仓 |
| AMZN | AMAZON COM INC | $1,320.93万 | 1.14% | 55,422 | 784 | 1.4% | $18.69万 | 加仓 |
| IJR | ISHARES TR | $1,301.66万 | 1.12% | 87,766 | -17,725 | -16.8% | -$262.88万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,102.10万 | 0.95% | 325,679 | -21,760 | -6.3% | -$73.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,026.56万 | 0.89% | 31,362 | -15,490 | -33.1% | -$507.03万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $885.58万 | 0.77% | 148,363 | 9,454 | 6.8% | $56.43万 | 加仓 |
| AVGO | BROADCOM INC | $879.68万 | 0.76% | 23,287 | -3,071 | -11.7% | -$116.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $856.14万 | 0.74% | 7,417 | 475 | 6.8% | $54.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $845.87万 | 0.73% | 16,904 | 568 | 3.5% | $28.42万 | 加仓 |
| PYLD | PIMCO ETF TR | $793.84万 | 0.69% | 299,338 | -10,432 | -3.4% | -$27.67万 | 减仓 |
| V | VISA INC | $710.32万 | 0.61% | 20,704 | 408 | 2.0% | $14.00万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $659.61万 | 0.57% | 10,327 | 709 | 7.4% | $45.29万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $627.22万 | 0.54% | 24,697 | 477 | 2.0% | $12.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $626.50万 | 0.54% | 9,122 | -334 | -3.5% | -$22.94万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $604.41万 | 0.52% | 166,689 | 133,846 | 407.5% | $485.33万 | 加仓 |
| META | META PLATFORMS INC | $567.29万 | 0.49% | 10,071 | -793 | -7.3% | -$44.67万 | 减仓 |
| EMXC | ISHARES INC | $552.75万 | 0.48% | 54,032 | -4,030 | -6.9% | -$41.23万 | 减仓 |
| CSCO | CISCO SYS INC | $530.17万 | 0.46% | 45,137 | 964 | 2.2% | $11.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $526.19万 | 0.45% | 11,018 | 2,183 | 24.7% | $104.25万 | 加仓 |
| ABBV | ABBVIE INC | $501.57万 | 0.43% | 19,932 | 399 | 2.0% | $10.04万 | 加仓 |
| TSLA | TESLA INC | $455.01万 | 0.39% | 10,818 | 31 | 0.3% | $1.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $444.71万 | 0.38% | 160,545 | -20,927 | -11.5% | -$57.97万 | 减仓 |
| LLY | ELI LILLY & CO | $431.36万 | 0.37% | 3,596 | 101 | 2.9% | $12.12万 | 加仓 |
| MO | ALTRIA GROUP INC | $400.50万 | 0.35% | 55,663 | 1,199 | 2.2% | $8.63万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $388.70万 | 0.34% | 4,028 | 733 | 22.2% | $70.73万 | 加仓 |
| USB | US BANCORP | $367.21万 | 0.32% | 60,797 | 116 | 0.2% | $7,006 | 加仓 |
| LRCX | LAM RESEARCH CORP | $365.56万 | 0.32% | 8,436 | 1,182 | 16.3% | $51.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $361.58万 | 0.31% | 4,842 | -292 | -5.7% | -$21.81万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $338.18万 | 0.29% | 66,754 | -4,378 | -6.2% | -$22.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $336.35万 | 0.29% | 5,790 | 597 | 11.5% | $34.68万 | 加仓 |
| — | EXXON MOBIL CORP | $333.03万 | 0.29% | 24,359 | 897 | 3.8% | $12.26万 | 加仓 |
| CB | CHUBB LIMITED | $325.44万 | 0.28% | 9,551 | -860 | -8.3% | -$29.30万 | 减仓 |
| IJH | ISHARES TR | $315.09万 | 0.27% | 40,862 | 31,944 | 358.2% | $246.32万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $308.58万 | 0.27% | 6,008 | -125 | -2.0% | -$6.42万 | 减仓 |
| BAC | BANK OF AMER CORP | $303.15万 | 0.26% | 53,203 | 6,135 | 13.0% | $34.96万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $299.23万 | 0.26% | 8,447 | 134 | 1.6% | $4.75万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $295.59万 | 0.26% | 23,396 | -152 | -0.6% | -$1.92万 | 减仓 |
| MRK | MERCK & CO INC | $291.11万 | 0.25% | 22,654 | -1,590 | -6.6% | -$20.43万 | 减仓 |
| HD | HOME DEPOT INC | $286.33万 | 0.25% | 8,119 | 46 | 0.6% | $1.62万 | 加仓 |
| ASML | ASML HLDG NV | $280.51万 | 0.24% | 1,410 | 128 | 10.0% | $25.46万 | 加仓 |
| INTC | INTEL CORP | $277.83万 | 0.24% | 19,897 | 5,026 | 33.8% | $70.18万 | 加仓 |
| C | CITIGROUP INC | $264.93万 | 0.23% | 18,929 | 4,887 | 34.8% | $68.40万 | 加仓 |
| CAT | CATERPILLAR INC | $264.20万 | 0.23% | 2,481 | 471 | 23.4% | $50.16万 | 加仓 |
| WMT | WALMART INC | $263.66万 | 0.23% | 23,279 | 895 | 4.0% | $10.14万 | 加仓 |
| AMGN | AMGEN INC | $261.02万 | 0.23% | 7,208 | -468 | -6.1% | -$16.95万 | 减仓 |
| AMAT | APPLIED MATLS INC | $255.07万 | 0.22% | 3,528 | -187 | -5.0% | -$13.52万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $250.41万 | 0.22% | 108,260 | -6,840 | -5.9% | -$15.82万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $243.62万 | 0.21% | 117,862 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $239.95万 | 0.21% | 25,234 | 11,957 | 90.1% | $113.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $228.02万 | 0.20% | 13,756 | 403 | 3.0% | $6.68万 | 加仓 |
| GLW | CORNING INC | $226.62万 | 0.20% | 8,872 | 813 | 10.1% | $20.77万 | 加仓 |
| IWM | ISHARES TR | $212.49万 | 0.18% | 7,072 | -9 | -0.1% | -$2,704 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $211.38万 | 0.18% | 2,090 | 294 | 16.4% | $29.73万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $210.00万 | 0.18% | 2,147 | -48 | -2.2% | -$4.69万 | 减仓 |
| VALE | VALE S A | $208.27万 | 0.18% | 138,477 | 37,050 | 36.5% | $55.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $201.71万 | 0.17% | 2,156 | -48 | -2.2% | -$4.49万 | 减仓 |
| KO | COCA COLA CO | $196.70万 | 0.17% | 24,203 | 1,059 | 4.6% | $8.61万 | 加仓 |
| MCD | MCDONALDS CORP | $196.65万 | 0.17% | 7,275 | -164 | -2.2% | -$4.43万 | 减仓 |
| RTX | RTX CORPORATION | $195.37万 | 0.17% | 10,297 | 572 | 5.9% | $10.85万 | 加仓 |
| DE | DEERE & CO | $190.43万 | 0.16% | 3,002 | 342 | 12.9% | $21.69万 | 加仓 |
| PEP | PEPSICO INC | $186.84万 | 0.16% | 13,799 | -1,178 | -7.9% | -$15.95万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $182.01万 | 0.16% | 50,375 | -11,264 | -18.3% | -$40.70万 | 减仓 |
| MS | MORGAN STANLEY | $178.35万 | 0.15% | 8,532 | 903 | 11.8% | $18.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $176.26万 | 0.15% | 41,629 | -193 | -0.5% | -$8,172 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $176.08万 | 0.15% | 9,733 | -261 | -2.6% | -$4.72万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $171.53万 | 0.15% | 12,538 | -199 | -1.6% | -$2.72万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $168.69万 | 0.15% | 14,446 | -155 | -1.1% | -$1.81万 | 减仓 |
| GLD | SPDR GOLD TR | $167.24万 | 0.14% | 4,540 | 1,862 | 69.5% | $68.59万 | 加仓 |
| PHM | PULTE GROUP INC | $166.77万 | 0.14% | 12,154 | 3,387 | 38.6% | $46.47万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $163.89万 | 0.14% | 36,324 | 19,294 | 113.3% | $87.05万 | 加仓 |
| PLD | PROLOGIS INC. | $161.59万 | 0.14% | 11,928 | -49 | -0.4% | -$6,638 | 减仓 |
| STT | STATE STR CORP | $157.42万 | 0.14% | 9,282 | 962 | 11.6% | $16.32万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $157.33万 | 0.14% | 8,258 | -502 | -5.7% | -$9.56万 | 减仓 |
| EBAY | EBAY INC. | $157.07万 | 0.14% | 14,055 | 3,389 | 31.8% | $37.87万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $156.80万 | 0.14% | 6,368 | -434 | -6.4% | -$10.69万 | 减仓 |
| PAYX | PAYCHEX INC | $155.69万 | 0.13% | 15,834 | -1,609 | -9.2% | -$15.82万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $150.26万 | 0.13% | 11,871 | 163 | 1.4% | $2.06万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.13% | 2 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $148.47万 | 0.13% | 4,984 | -170 | -3.3% | -$5.06万 | 减仓 |
| NFLX | NETFLIX INC. | $148.25万 | 0.13% | 20,764 | -1,419 | -6.4% | -$10.13万 | 减仓 |
| BIL | SPDR SERIES TRUST | $148.23万 | 0.13% | 16,175 | -4,555 | -22.0% | -$41.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $146.55万 | 0.13% | 16,697 | -2,385 | -12.5% | -$20.93万 | 减仓 |