13F 机构持仓

LVW Advisors, LLC

PITTSFORD NY · SEC CIK 0001576053

2026Q22026Q1 更早 9 个季度 🔒
$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
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 9.4%
VEA 7.0%
SCHO 4.6%
STIP 3.8%
AAPL 3.5%
CGGO 3.5%
BIV 3.3%
VONG 3.2%
SCHD 3.2%
SUB 2.3%

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
HCA HCA HEALTHCARE INC $145.74万0.13%3,738 -55-1.5% -$2.14万 减仓
AXP AMERICAN EXPRESS CO $143.63万0.12%4,246 3107.9% $10.49万 加仓
KLAC KLA CORP $142.47万0.12%4,722 68216.9% $20.58万 加仓
CTVA CORTEVA INC $140.87万0.12%16,634 2,13214.7% $18.06万 加仓
CTAS CINTAS CORP $137.39万0.12%8,078 -975-10.8% -$16.58万 减仓
SYF SYNCHRONY FINANCIAL $136.62万0.12%17,965 1,2717.6% $9.67万 加仓
GEV GE VERNOVA INC $136.05万0.12%1,158 19420.1% $22.79万 加仓
VTEB VANGUARD MUN BD FDS $132.90万0.11%26,276 -1,632-5.8% -$8.25万 减仓
VYM VANGUARD WHITEHALL FDS $131.13万0.11%8,298 -950-10.3% -$15.01万 减仓
BNY BANK OF NY MELLON CORP $130.93万0.11%9,054 1671.9% $2.41万 加仓
XMTR XOMETRY INC $127.42万0.11%13,201 -212-1.6% -$2.05万 减仓
WFC WELLS FARGO & CO $127.13万0.11%15,383 2,27117.3% $18.77万 加仓
VTI VANGUARD INDEX FDS $124.77万0.11%3,372 -299-8.1% -$11.06万 减仓
GE GE AEROSPACE $123.74万0.11%3,311 2729.0% $10.17万 加仓
UNH UNITEDHEALTH GROUP INC $123.05万0.11%2,960 90644.1% $37.66万 加仓
FLEX FLEX LTD $122.75万0.11%7,574 1,38622.4% $22.46万 加仓
IMOS CHIPMOS TECHNOLOGIES INC $121.42万0.10%18,898 9,41099.2% $60.46万 加仓
MTB M & T BK CORP $118.79万0.10%4,991 1,72552.8% $41.06万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $117.85万0.10%5,441 -227-4.0% -$4.92万 减仓
ANET ARISTA NETWORKS INC $113.43万0.10%6,677 1432.2% $2.43万 加仓
KMI KINDER MORGAN INC DEL $107.61万0.09%33,659 560.2% $1,790 加仓
EFG ISHARES TR $107.36万0.09%8,629 -260-2.9% -$3.23万 减仓
RMOP TIDAL TRUST III $106.78万0.09%41,817 3,4789.1% $8.88万 加仓
ING ING GROEP N.V. $106.40万0.09%33,907 20,328149.7% $63.79万 加仓
APH AMPHENOL CORP $105.62万0.09%5,990 3426.1% $6.03万 加仓
TRV TRAVELERS COMPANIES INC $104.81万0.09%3,175 250.8% $8,253 加仓
EXPE EXPEDIA GROUP INC $103.20万0.09%4,033 -782-16.2% -$20.01万 减仓
CIEN CIENA CORP $102.82万0.09%2,096 43426.1% $21.29万 加仓
LOW LOWES COS INC $100.92万0.09%4,577 -2,289-33.3% -$50.47万 减仓
TROW PRICE T ROWE GROUP INC $100.77万0.09%8,864 1,57421.6% $17.89万 加仓
BMY BRISTOL-MYERS SQUIBB CO $100.41万0.09%17,426 2,28915.1% $13.19万 加仓
AZN ASTRAZENECA PLC $99.38万0.09%5,241 -1,099-17.3% -$20.84万 减仓
DAL DELTA AIR LINES INC $99.33万0.09%10,605 5,786120.1% $54.19万 加仓
PANW PALO ALTO NETWORKS INC $97.94万0.08%2,872 -157-5.2% -$5.35万 减仓
DVN DEVON ENERGY CORP NEW $97.23万0.08%23,532 -5,519-19.0% -$22.80万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $96.49万0.08%11,086 -2,375-17.6% -$20.67万 减仓
FNDF SCHWAB STRATEGIC TR $96.10万0.08%18,215 -1,210-6.2% -$6.38万 减仓
VOOV VANGUARD ADMIRAL FDS INC $92.86万0.08%4,236 4,236— $92.86万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $90.89万0.08%7,790 -439-5.3% -$5.12万 减仓
SO SOUTHERN CO $90.65万0.08%9,471 1,17214.1% $11.22万 加仓
FIX COMFORT SYS USA INC $90.38万0.08%456 -112-19.7% -$22.20万 减仓
COF CAPITAL ONE FINL CORP $90.22万0.08%4,497 69918.4% $14.02万 加仓
HMC HONDA MOTOR CO LTD $90.11万0.08%33,237 21,381180.3% $57.96万 加仓
EQNR EQUINOR ASA $88.63万0.08%28,225 1,8076.8% $5.67万 加仓
MMM 3M CO $87.33万0.08%5,394 1953.8% $3.16万 加仓
MCO MOODYS CORP $86.69万0.07%1,914 -73-3.7% -$3.31万 减仓
GM GENERAL MTRS CO $85.91万0.07%11,145 4,54068.7% $34.99万 加仓
BLK BLACKROCK INC $85.30万0.07%887 15621.3% $15.00万 加仓
NWG NATWEST GROUP PLC $84.37万0.07%47,857 10,77329.1% $18.99万 加仓
TFC TRUIST FINL CORP $82.86万0.07%16,631 2,46617.4% $12.29万 加仓
MGA MAGNA INTL INC $80.68万0.07%12,287 1,28611.7% $8.44万 加仓
HAL HALLIBURTON CO $80.56万0.07%23,729 -378-1.6% -$1.28万 减仓
CMI CUMMINS INC $80.02万0.07%1,122 18519.7% $13.19万 加仓
EFXT ENERFLEX LTD $79.83万0.07%32,569 6,67825.8% $16.37万 加仓
ORCL ORACLE CORP $79.31万0.07%5,412 1,29331.4% $18.95万 加仓
SAN BANCO SANTANDER SA $79.11万0.07%57,324 8,81618.2% $12.17万 加仓
BHP BHP BILLITON LIMITED $78.86万0.07%9,465 3,98772.8% $33.22万 加仓
AGG ISHARES TR $77.82万0.07%7,862 1,95033.0% $19.30万 加仓
RYAAY RYANAIR HOLDINGS PLC $77.41万0.07%11,955 -66-0.5% -$4,274 减仓
FCX FREEPORT MCMORAN INC $76.76万0.07%12,206 7196.3% $4.52万 加仓
HIG HARTFORD INSURANCE GROUP INC $76.45万0.07%5,769 -364-5.9% -$4.82万 减仓
IAU ISHARES GOLD TR $76.42万0.07%10,120 00.0% — 不变
TJX TJX COS INC NEW $76.37万0.07%5,041 2244.7% $3.39万 加仓
ETR ENTERGY CORP NEW $76.03万0.07%6,619 -76-1.1% -$8,729 减仓
ISRG INTUITIVE SURGICAL INC $74.25万0.06%1,867 -112-5.7% -$4.45万 减仓
NEM NEWMONT CORP $73.91万0.06%7,913 1,55024.4% $14.48万 加仓
APO APOLLO GLOBAL MGMT INC $73.84万0.06%6,241 1742.9% $2.06万 加仓
UNP UNION PAC CORP $73.26万0.06%2,693 53524.8% $14.55万 加仓
TXN TEXAS INSTRS INC $72.37万0.06%2,428 1747.7% $5.19万 加仓
UBER UBER TECHNOLOGIES INC $71.77万0.06%9,946 -4,573-31.5% -$33.00万 减仓
CX CEMEX SA EURO MTN BE 144A $71.44万0.06%59,530 27,37185.1% $32.85万 加仓
DIS DISNEY WALT CO $71.15万0.06%7,393 1161.6% $1.12万 加仓
E ENI SPA $70.02万0.06%14,942 3,23727.7% $15.17万 加仓
RF REGIONS FINANCIAL CORP NEW $69.19万0.06%22,912 1,0704.9% $3.23万 加仓
JCI JOHNSON CONTROLS INTERNATION $68.89万0.06%4,715 2,19787.3% $32.10万 加仓
CARR CARRIER GLOBAL CORPORATION $68.42万0.06%9,328 1321.4% $9,682 加仓
SPGI S&P GLOBAL INC $68.26万0.06%1,676 -287-14.6% -$11.69万 减仓
IBM INTERNATIONAL BUSINESS MACHS $67.94万0.06%2,416 22110.1% $6.21万 加仓
DELL DELL TECHNOLOGIES INC $66.86万0.06%1,550 60.4% $2,588 加仓
TDY TELEDYNE TECHNOLOGIES INC $66.42万0.06%996 -127-11.3% -$8.47万 减仓
ZWS ZURN ELKAY WATER SOLNS CORP $66.29万0.06%13,118 -1,669-11.3% -$8.43万 减仓
CRWD CROWDSTRIKE HLDGS INC $66.16万0.06%867 283.3% $2.14万 加仓
CL COLGATE PALMOLIVE CO $66.14万0.06%7,214 -638-8.1% -$5.85万 减仓
WRB BERKLEY W R CORP $65.93万0.06%9,348 -1,059-10.2% -$7.47万 减仓
TWLO TWILIO INC $65.61万0.06%3,180 48918.2% $10.09万 加仓
QCOM QUALCOMM INC $65.59万0.06%3,549 852.5% $1.57万 加仓
NDSN NORDSON CORP $64.95万0.06%2,153 -190-8.1% -$5.73万 减仓
MET METLIFE INC $64.94万0.06%7,675 1241.6% $1.05万 加仓
MCK MCKESSON CORP $64.68万0.06%856 8511.0% $6.42万 加仓
EMR EMERSON ELEC CO $64.66万0.06%4,517 -594-11.6% -$8.50万 减仓
SPGM SPDR INDEX SHS FDS $63.80万0.06%7,447 -1,175-13.6% -$10.07万 减仓
ULS UL SOLUTIONS INC $63.69万0.06%6,253 -212-3.3% -$2.16万 减仓
MDT MEDTRONIC PLC $63.66万0.06%8,138 -5,237-39.2% -$40.97万 减仓
TPR TAPESTRY INC $63.62万0.05%4,346 -1,649-27.5% -$24.14万 减仓
BE BLOOM ENERGY CORP $63.60万0.05%2,101 -895-29.9% -$27.09万 减仓
CMCSA COMCAST CORP NEW $63.49万0.05%25,861 -6,052-19.0% -$14.86万 减仓
ABT ABBOTT LABORATORIES $63.33万0.05%6,979 -510-6.8% -$4.63万 减仓
SLB SLB LIMITED $62.48万0.05%13,440 -2,592-16.2% -$12.05万 减仓
LMT LOCKHEED MARTIN CORP $62.41万0.05%1,225 463.9% $2.34万 加仓
FOSL FOSSIL GROUP INC $62.10万0.05%150,000 00.0% — 不变