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
MDT MEDTRONIC PLC $115.89万0.11%13,375 -16,120-54.7% -$139.68万 减仓
GLD SPDR GOLD TR $115.23万0.11%2,678 1,20481.7% $51.81万 加仓
SYF SYNCHRONY FINANCIAL $113.55万0.11%16,694 13,646447.7% $92.82万 加仓
KMI KINDER MORGAN INC DEL $112.67万0.11%33,603 -522-1.5% -$1.75万 减仓
EQNR EQUINOR ASA $111.48万0.11%26,418 15,704146.6% $66.27万 加仓
EXPE EXPEDIA GROUP INC $111.17万0.11%4,815 4,815— $111.17万 新建仓
ODFL OLD DOMINION FREIGHT LINE IN $110.75万0.11%5,668 -525-8.5% -$10.26万 减仓
GLW CORNING INC $109.58万0.10%8,059 91412.8% $12.43万 加仓
HSBC HSBC HLDGS PLC $109.52万0.10%13,277 9,877290.5% $81.48万 加仓
SCHE SCHWAB STRATEGIC TR $108.22万0.10%32,843 32,843— $108.22万 新建仓
AMD ADVANCED MICRO DEVICES INC $105.64万0.10%5,193 2,20273.6% $44.80万 加仓
BNY BANK NEW YORK MELLON CORP $105.43万0.10%8,887 1,01312.9% $12.02万 加仓
STT STATE STR CORP $105.30万0.10%8,320 2,71548.4% $34.36万 加仓
UBER UBER TECHNOLOGIES INC $104.44万0.10%14,519 4,02538.4% $28.95万 加仓
WFC WELLS FARGO & CO $104.38万0.10%13,112 2,61524.9% $20.82万 加仓
PHM PULTE GROUP INC $103.11万0.10%8,767 5,215146.8% $61.33万 加仓
EFG ISHARES TR $99.00万0.09%8,889 -5,575-38.5% -$62.09万 减仓
SGOV ISHARES TR $98.85万0.09%9,820 5,686137.5% $57.24万 加仓
EBAY EBAY INC. $97.08万0.09%10,666 6,127135.0% $55.77万 加仓
RMOP TIDAL TRUST III $95.35万0.09%38,339 1,9865.5% $4.94万 加仓
FNDF SCHWAB STRATEGIC TR $95.05万0.09%19,425 -2,837-12.7% -$13.88万 减仓
HAL HALLIBURTON CO $93.99万0.09%24,107 24,107— $93.99万 新建仓
TRV TRAVELERS COMPANIES INC $91.88万0.09%3,150 -433-12.1% -$12.63万 减仓
BMY BRISTOL-MYERS SQUIBB CO $91.81万0.09%15,137 5,90664.0% $35.82万 加仓
CMCSA COMCAST CORP NEW $91.62万0.09%31,913 8932.9% $2.56万 加仓
ISRG INTUITIVE SURGICAL INC $91.23万0.09%1,979 1377.4% $6.32万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $90.28万0.09%13,461 -1,372-9.2% -$9.20万 减仓
IAU ISHARES GOLD TR $89.22万0.09%10,120 10,120— $89.22万 新建仓
MCO MOODYS CORP $86.68万0.08%1,987 -620-23.8% -$27.05万 减仓
GE GE AEROSPACE $86.24万0.08%3,039 842.8% $2.38万 加仓
TPR TAPESTRY INC $84.60万0.08%5,995 5,995— $84.60万 新建仓
GEV GE VERNOVA INC $84.15万0.08%964 17121.6% $14.93万 加仓
SPGI S&P GLOBAL INC $83.49万0.08%1,963 -2,009-50.6% -$85.45万 减仓
HIG HARTFORD INSURANCE GROUP INC $82.94万0.08%6,133 64611.8% $8.74万 加仓
SLB SLB LIMITED $82.39万0.08%16,032 10,287179.1% $52.86万 加仓
ANET ARISTA NETWORKS INC $80.22万0.08%6,534 2,71471.0% $33.32万 加仓
SO SOUTHERN CO $80.10万0.08%8,299 -8,792-51.4% -$84.86万 减仓
IGSB ISHARES TR $79.68万0.08%15,161 3,39728.9% $17.85万 加仓
FIX COMFORT SYS USA INC $78.33万0.07%568 397.4% $5.38万 加仓
TJX TJX COS INC NEW $76.93万0.07%4,817 3026.7% $4.82万 加仓
ABT ABBOTT LABORATORIES $76.89万0.07%7,489 -3,418-31.3% -$35.09万 减仓
ECL ECOLAB INC $76.77万0.07%2,886 -2,420-45.6% -$64.38万 减仓
— HONEYWELL INTL INC $76.71万0.07%3,394 1,34565.6% $30.40万 加仓
MMM 3M CO $75.50万0.07%5,199 84919.5% $12.33万 加仓
ETR ENTERGY CORP NEW $75.23万0.07%6,695 -1,885-22.0% -$21.18万 减仓
APH AMPHENOL CORP $71.36万0.07%5,648 94720.1% $11.97万 加仓
LMT LOCKHEED MARTIN CORP $71.27万0.07%1,179 141.2% $8,463 加仓
LPLA LPL FINL HLDGS INC $70.91万0.07%2,357 -717-23.3% -$21.57万 减仓
BLK BLACKROCK INC $70.31万0.07%731 14625.0% $14.04万 加仓
DIS DISNEY WALT CO $70.13万0.07%7,277 1,11418.1% $10.74万 加仓
RYAAY RYANAIR HOLDINGS PLC $69.48万0.07%12,021 5,74591.5% $33.21万 加仓
COF CAPITAL ONE FINL CORP $69.29万0.07%3,798 1,80290.3% $32.87万 加仓
WRB BERKLEY W R CORP $68.98万0.07%10,407 -1,290-11.0% -$8.55万 减仓
LHX L3HARRIS TECHNOLOGIES INC $68.93万0.07%1,997 30918.3% $10.67万 加仓
NEM NEWMONT CORP $68.88万0.07%6,363 4,033173.1% $43.66万 加仓
SHOP SHOPIFY INC $68.81万0.07%5,801 1,43332.8% $17.00万 加仓
TDY TELEDYNE TECHNOLOGIES INC $67.94万0.06%1,123 -128-10.2% -$7.74万 减仓
APO APOLLO GLOBAL MGMT INC $67.60万0.06%6,067 4,302243.7% $47.93万 加仓
MTB M & T BK CORP $67.52万0.06%3,266 1,10651.2% $22.87万 加仓
FCX FREEPORT MCMORAN INC $67.52万0.06%11,487 11,487— $67.52万 新建仓
UTWO RBB FD INC $67.26万0.06%13,930 -1,917-12.1% -$9.26万 减仓
EMR EMERSON ELEC CO $66.96万0.06%5,111 -528-9.4% -$6.92万 减仓
CL COLGATE PALMOLIVE CO $66.92万0.06%7,852 -1,924-19.7% -$16.40万 减仓
MCK MCKESSON CORP $66.72万0.06%771 -37-4.6% -$3.20万 减仓
ALLE ALLEGION PLC $66.47万0.06%4,575 -284-5.8% -$4.13万 减仓
ZWS ZURN ELKAY WATER SOLNS CORP $66.31万0.06%14,787 -1,576-9.6% -$7.07万 减仓
E ENI SPA $66.26万0.06%11,705 11,705— $66.26万 新建仓
TROW PRICE T ROWE GROUP INC $65.71万0.06%7,290 2,94467.7% $26.54万 加仓
INTC INTEL CORP $65.63万0.06%14,871 5,56659.8% $24.56万 加仓
SPGM SPDR INDEX SHS FDS $65.28万0.06%8,622 -96-1.1% -$7,268 减仓
TFC TRUIST FINL CORP $65.12万0.06%14,165 4,63648.7% $21.31万 加仓
FOSL FOSSIL GROUP INC $64.65万0.06%150,000 00.0% — 不变
CIEN CIENA CORP $64.52万0.06%1,662 1,662— $64.52万 新建仓
LYB LYONDELLBASELL INDUSTRIES NV $63.22万0.06%7,847 3,35774.8% $27.04万 重新持有
TMO THERMO FISHER SCIENTIFIC INC $62.62万0.06%1,274 37942.3% $18.63万 加仓
NDSN NORDSON CORP $62.34万0.06%2,343 -236-9.2% -$6.28万 减仓
SCHW SCHWAB CHARLES CORP $62.14万0.06%6,612 3,586118.5% $33.70万 加仓
MGA MAGNA INTL INC $61.40万0.06%11,001 11,001— $61.40万 新建仓
RACE FERRARI N V $61.23万0.06%1,809 -892-33.0% -$30.19万 减仓
ORCL ORACLE CORP $60.59万0.06%4,119 44012.0% $6.47万 加仓
IJH ISHARES TR $60.22万0.06%8,918 -218-2.4% -$1.47万 减仓
SAP SAP SE $59.51万0.06%3,476 2808.8% $4.79万 加仓
KLAC KLA CORP $59.49万0.06%404 12745.8% $18.70万 加仓
COR CENCORA INC $59.06万0.06%1,880 -96-4.9% -$3.02万 减仓
SONY SONY GROUP CORP $58.93万0.06%28,468 6,49429.6% $13.44万 加仓
AGG ISHARES TR $58.69万0.06%5,912 1,96249.7% $19.48万 加仓
ROL ROLLINS INC $58.38万0.06%10,931 -1,514-12.2% -$8.09万 减仓
ACWI ISHARES TR $58.13万0.06%4,201 1,02232.1% $14.14万 加仓
PFE PFIZER INC $58.11万0.06%20,693 2,75615.4% $7.74万 加仓
CRM SALESFORCE INC $57.16万0.05%3,062 1,04451.7% $19.49万 加仓
RF REGIONS FINANCIAL CORP NEW $57.05万0.05%21,842 3,45018.8% $9.01万 加仓
EOG EOG RES INC $56.93万0.05%3,938 -1,022-20.6% -$14.78万 重新持有
UNH UNITEDHEALTH GROUP INC $55.59万0.05%2,054 -1,204-37.0% -$32.59万 减仓
ULS UL SOLUTIONS INC $55.41万0.05%6,465 -1,278-16.5% -$10.95万 减仓
NWG NATWEST GROUP PLC $55.26万0.05%37,084 4,12812.5% $6.15万 加仓
IVV ISHARES TR $54.86万0.05%840 253.1% $1.63万 加仓
XMTR XOMETRY INC $54.78万0.05%13,413 5874.6% $2.40万 加仓
SAN BANCO SANTANDER SA $54.72万0.05%48,508 14,32341.9% $16.16万 加仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $54.40万0.05%23,091 9024.1% $2.13万 加仓
EFXT ENERFLEX LTD $54.16万0.05%25,891 25,891— $54.16万 新建仓