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 |
|---|---|---|---|---|---|---|---|---|
| LII | LENNOX INTL INC | $53.84万 | 0.05% | 1,160 | -306 | -20.9% | -$14.20万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $53.45万 | 0.05% | 3,700 | -626 | -14.5% | -$9.04万 | 减仓 |
| MET | METLIFE INC | $53.40万 | 0.05% | 7,551 | -320 | -4.1% | -$2.26万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.20万 | 0.05% | 2,195 | 81 | 3.8% | $1.96万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $52.63万 | 0.05% | 8,578 | 8,578 | — | $52.63万 | 新建仓 |
| UNP | UNION PAC CORP | $52.36万 | 0.05% | 2,158 | 452 | 26.5% | $10.97万 | 加仓 |
| — | BANCO BRADESCO S A | $51.83万 | 0.05% | 157,549 | 157,549 | — | $51.83万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $51.78万 | 0.05% | 9,196 | 2,365 | 34.6% | $13.32万 | 加仓 |
| NET | CLOUDFLARE INC | $51.21万 | 0.05% | 2,482 | 133 | 5.7% | $2.74万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $51.05万 | 0.05% | 5,154 | 5,154 | — | $51.05万 | 新建仓 |
| MSCI | MSCI INC | $50.94万 | 0.05% | 945 | -799 | -45.8% | -$43.07万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $50.52万 | 0.05% | 120 | 25 | 26.3% | $10.53万 | 加仓 |
| CMI | CUMMINS INC | $50.41万 | 0.05% | 937 | 937 | — | $50.41万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $50.13万 | 0.05% | 6,193 | -2,628 | -29.8% | -$21.27万 | 减仓 |
| IYW | ISHARES TR | $50.09万 | 0.05% | 2,761 | -10,601 | -79.3% | -$192.32万 | 减仓 |
| BX | BLACKSTONE INC | $49.92万 | 0.05% | 4,341 | 45 | 1.0% | $5,175 | 加仓 |
| KGC | KINROSS GOLD CORP | $49.31万 | 0.05% | 16,156 | 6,507 | 67.4% | $19.86万 | 重新持有 |
| GM | GENERAL MTRS CO | $49.21万 | 0.05% | 6,605 | 6,605 | — | $49.21万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $48.58万 | 0.05% | 1,088 | -386 | -26.2% | -$17.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $48.56万 | 0.05% | 3,029 | 1,396 | 85.5% | $22.38万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $48.01万 | 0.05% | 2,782 | -1,247 | -31.0% | -$21.52万 | 减仓 |
| COP | CONOCOPHILLIPS | $47.55万 | 0.05% | 3,602 | 496 | 16.0% | $6.55万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $47.36万 | 0.05% | 1,721 | 267 | 18.4% | $7.35万 | 加仓 |
| HPQ | HP INC | $46.42万 | 0.04% | 24,166 | 12,946 | 115.4% | $24.87万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $46.28万 | 0.04% | 22,305 | 22,305 | — | $46.28万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $45.62万 | 0.04% | 4,670 | -582 | -11.1% | -$5.69万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $44.98万 | 0.04% | 5,737 | 1,525 | 36.2% | $11.96万 | 加仓 |
| DBEF | DBX ETF TR | $44.90万 | 0.04% | 9,090 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $44.61万 | 0.04% | 3,464 | 1,724 | 99.1% | $22.20万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $44.43万 | 0.04% | 20,514 | 1,532 | 8.1% | $3.32万 | 加仓 |
| SAIA | SAIA INC | $43.77万 | 0.04% | 1,246 | -106 | -7.8% | -$3.72万 | 减仓 |
| TXN | TEXAS INSTRS INC | $43.76万 | 0.04% | 2,254 | 882 | 64.3% | $17.12万 | 加仓 |
| TRGP | TARGA RES CORP | $43.60万 | 0.04% | 1,739 | 1,739 | — | $43.60万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $43.35万 | 0.04% | 4,405 | -601 | -12.0% | -$5.92万 | 减仓 |
| FAST | FASTENAL CO | $43.33万 | 0.04% | 9,339 | 231 | 2.5% | $1.07万 | 加仓 |
| COO | COOPER COS INC | $43.31万 | 0.04% | 6,058 | -1,151 | -16.0% | -$8.23万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $43.22万 | 0.04% | 9,213 | 9,213 | — | $43.22万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $43.10万 | 0.04% | 2,727 | -494 | -15.3% | -$7.81万 | 减仓 |
| CALX | CALIX INC | $43.09万 | 0.04% | 8,796 | -859 | -8.9% | -$4.21万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $42.98万 | 0.04% | 4,770 | 932 | 24.3% | $8.40万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $42.97万 | 0.04% | 7,349 | 1,695 | 30.0% | $9.91万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $42.85万 | 0.04% | 2,161 | 572 | 36.0% | $11.34万 | 加仓 |
| EMBJ | EMBRAER S.A. | $42.81万 | 0.04% | 7,215 | -1,552 | -17.7% | -$9.21万 | 减仓 |
| ZTS | ZOETIS INC | $42.56万 | 0.04% | 3,600 | -1,542 | -30.0% | -$18.23万 | 减仓 |
| WSO | WATSCO INC | $42.20万 | 0.04% | 1,160 | -125 | -9.7% | -$4.55万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $41.79万 | 0.04% | 3,283 | -179 | -5.2% | -$2.28万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $41.21万 | 0.04% | 4,233 | 4,233 | — | $41.21万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $40.59万 | 0.04% | 2,996 | 2,996 | — | $40.59万 | 新建仓 |
| TTAN | SERVICETITAN INC | $40.55万 | 0.04% | 6,390 | 1,298 | 25.5% | $8.24万 | 加仓 |
| QUAL | ISHARES TR | $40.55万 | 0.04% | 2,114 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $40.51万 | 0.04% | 6,188 | 6,188 | — | $40.51万 | 新建仓 |
| WB | WEIBO CORP | $40.36万 | 0.04% | 46,123 | 46,123 | — | $40.36万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.32万 | 0.04% | 2,564 | 61 | 2.4% | $9,593 | 加仓 |
| JBL | JABIL INC | $40.27万 | 0.04% | 1,516 | 1,516 | — | $40.27万 | 新建仓 |
| IWB | ISHARES TR | $40.18万 | 0.04% | 1,127 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $40.18万 | 0.04% | 4,104 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $40.17万 | 0.04% | 10,930 | 1,447 | 15.3% | $5.32万 | 加仓 |
| FDX | FEDEX CORP | $40.03万 | 0.04% | 1,124 | 1,124 | — | $40.03万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $39.85万 | 0.04% | 5,478 | 5,478 | — | $39.85万 | 新建仓 |
| EFX | EQUIFAX INC | $39.78万 | 0.04% | 2,209 | -417 | -15.9% | -$7.51万 | 减仓 |
| DGRO | ISHARES TR | $39.49万 | 0.04% | 5,627 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $39.41万 | 0.04% | 4,798 | 779 | 19.4% | $6.40万 | 加仓 |
| PSX | PHILLIPS 66 | $39.04万 | 0.04% | 2,143 | 2,143 | — | $39.04万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $38.91万 | 0.04% | 6,578 | -5,401 | -45.1% | -$31.95万 | 减仓 |
| DB | DEUTSCHE BK AG | $38.90万 | 0.04% | 13,063 | -3,415 | -20.7% | -$10.17万 | 减仓 |
| BP | BP PLC | $38.63万 | 0.04% | 8,220 | 8,220 | — | $38.63万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $37.81万 | 0.04% | 4,100 | 4,100 | — | $37.81万 | 新建仓 |
| B | BARRICK MNG CORP | $37.78万 | 0.04% | 9,263 | 4,209 | 83.3% | $17.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $37.72万 | 0.04% | 654 | 11 | 1.7% | $6,345 | 加仓 |
| MUB | ISHARES TR | $37.46万 | 0.04% | 3,529 | 3,529 | — | $37.46万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $37.40万 | 0.04% | 2,551 | 2,551 | — | $37.40万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.26万 | 0.04% | 894 | 894 | — | $37.26万 | 新建仓 |
| APA | APA CORPORATION | $36.94万 | 0.04% | 8,704 | 8,704 | — | $36.94万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $36.92万 | 0.04% | 17,030 | 17,030 | — | $36.92万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $36.79万 | 0.04% | 32,159 | 32,159 | — | $36.79万 | 新建仓 |
| SYK | STRYKER CORPORATION | $36.53万 | 0.03% | 1,112 | 169 | 17.9% | $5.55万 | 加仓 |
| FSM | FORTUNA MNG CORP | $36.45万 | 0.03% | 36,702 | 36,702 | — | $36.45万 | 新建仓 |
| VMC | VULCAN MATLS CO | $36.41万 | 0.03% | 1,337 | 138 | 11.5% | $3.76万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $36.39万 | 0.03% | 2,426 | 114 | 4.9% | $1.71万 | 加仓 |
| VB | VANGUARD INDEX FDS | $36.37万 | 0.03% | 1,389 | 38 | 2.8% | $9,951 | 加仓 |
| IWD | ISHARES TR | $36.12万 | 0.03% | 1,690 | -355 | -17.4% | -$7.59万 | 减仓 |
| T | AT&T INC | $35.96万 | 0.03% | 12,403 | 12,403 | — | $35.96万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $35.90万 | 0.03% | 3,278 | 3,278 | — | $35.90万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $35.55万 | 0.03% | 4,787 | 250 | 5.5% | $1.86万 | 加仓 |
| ING | ING GROEP N.V. | $35.37万 | 0.03% | 13,579 | 13,579 | — | $35.37万 | 新建仓 |
| MPC | MARATHON PETE CORP | $35.21万 | 0.03% | 1,442 | 1,442 | — | $35.21万 | 新建仓 |
| ALL | ALLSTATE CORP | $35.06万 | 0.03% | 1,691 | -489 | -22.4% | -$10.14万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $35.05万 | 0.03% | 3,216 | 3,216 | — | $35.05万 | 新建仓 |
| INTU | INTUIT | $34.94万 | 0.03% | 808 | -300 | -27.1% | -$12.97万 | 减仓 |
| IEFA | ISHARES TR | $34.91万 | 0.03% | 3,857 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $34.82万 | 0.03% | 2,944 | 44 | 1.5% | $5,204 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $34.75万 | 0.03% | 3,532 | 358 | 11.3% | $3.52万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $34.44万 | 0.03% | 12,542 | 12,542 | — | $34.44万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $34.29万 | 0.03% | 1,388 | 1,388 | — | $34.29万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $34.08万 | 0.03% | 3,701 | 3,701 | — | $34.08万 | 新建仓 |
| IWF | ISHARES TR | $33.97万 | 0.03% | 797 | 0 | 0.0% | — | 不变 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $33.95万 | 0.03% | 9,488 | 9,488 | — | $33.95万 | 新建仓 |
| TWLO | TWILIO INC | $33.86万 | 0.03% | 2,691 | 379 | 16.4% | $4.77万 | 加仓 |
| NYF | ISHARES TR | $33.83万 | 0.03% | 6,369 | 2,588 | 68.4% | $13.75万 | 加仓 |
| TGT | TARGET CORP | $33.44万 | 0.03% | 2,759 | -189 | -6.4% | -$2.29万 | 重新持有 |