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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $33.09万 | 0.03% | 1,745 | 370 | 26.9% | $7.02万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.97万 | 0.03% | 2,518 | 2,518 | — | $32.97万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $32.96万 | 0.03% | 5,380 | 5,380 | — | $32.96万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $32.90万 | 0.03% | 3,179 | 20 | 0.6% | $2,070 | 加仓 |
| APP | APPLOVIN CORP | $32.87万 | 0.03% | 826 | -174 | -17.4% | -$6.93万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.76万 | 0.03% | 839 | -179 | -17.6% | -$6.99万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $32.64万 | 0.03% | 2,452 | -339 | -12.1% | -$4.51万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $32.57万 | 0.03% | 18,074 | 159 | 0.9% | $2,865 | 加仓 |
| TRMB | TRIMBLE INC | $32.31万 | 0.03% | 4,953 | -624 | -11.2% | -$4.07万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.30万 | 0.03% | 1,241 | 405 | 48.4% | $10.54万 | 加仓 |
| DHI | D R HORTON INC | $32.23万 | 0.03% | 2,349 | 2,349 | — | $32.23万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $32.11万 | 0.03% | 1,056 | -63 | -5.6% | -$1.92万 | 减仓 |
| DAL | DELTA AIR LINES INC | $32.04万 | 0.03% | 4,819 | 4,819 | — | $32.04万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $32.04万 | 0.03% | 1,007 | 1,007 | — | $32.04万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $31.81万 | 0.03% | 3,470 | 377 | 12.2% | $3.46万 | 加仓 |
| BA | BOEING CO | $31.63万 | 0.03% | 1,589 | 495 | 45.2% | $9.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $31.60万 | 0.03% | 3,527 | 424 | 13.7% | $3.80万 | 加仓 |
| POOL | POOL CORP | $31.50万 | 0.03% | 1,557 | 22 | 1.4% | $4,451 | 加仓 |
| XEL | XCEL ENERGY INC | $31.32万 | 0.03% | 3,942 | -5,050 | -56.2% | -$40.12万 | 减仓 |
| BIIB | BIOGEN INC | $30.96万 | 0.03% | 1,689 | 1,689 | — | $30.96万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $30.73万 | 0.03% | 1,470 | -212 | -12.6% | -$4.43万 | 减仓 |
| HUBB | HUBBELL INC | $30.72万 | 0.03% | 626 | -72 | -10.3% | -$3.53万 | 减仓 |
| — | VANECK ETF TRUST | $30.48万 | 0.03% | 6,170 | 6,170 | — | $30.48万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $30.45万 | 0.03% | 2,427 | 2,427 | — | $30.45万 | 新建仓 |
| EFV | ISHARES TR | $30.38万 | 0.03% | 4,086 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $30.24万 | 0.03% | 1,870 | 1,870 | — | $30.24万 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $30.11万 | 0.03% | 13,346 | 13,346 | — | $30.11万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $30.08万 | 0.03% | 2,713 | 2,713 | — | $30.08万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $29.99万 | 0.03% | 1,197 | 1,197 | — | $29.99万 | 新建仓 |
| RIO | RIO TINTO PLC | $29.95万 | 0.03% | 3,210 | 3,210 | — | $29.95万 | 新建仓 |
| TMP | TOMPKINS FINL CORP | $29.81万 | 0.03% | 3,781 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $29.67万 | 0.03% | 12,165 | 12,165 | — | $29.67万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $29.64万 | 0.03% | 6,379 | -1,373 | -17.7% | -$6.38万 | 减仓 |
| APTV | APTIV PLC | $29.47万 | 0.03% | 4,244 | 4,244 | — | $29.47万 | 新建仓 |
| SHEL | SHELL PLC | $29.22万 | 0.03% | 3,142 | 3,142 | — | $29.22万 | 新建仓 |
| BSY | BENTLEY SYS INC | $29.21万 | 0.03% | 8,316 | -4,676 | -36.0% | -$16.42万 | 减仓 |
| TOST | TOAST INC | $29.11万 | 0.03% | 10,982 | 949 | 9.5% | $2.52万 | 加仓 |
| NOW | SERVICENOW INC | $28.88万 | 0.03% | 2,762 | -1,165 | -29.7% | -$12.18万 | 减仓 |
| ADBE | ADOBE INC | $28.85万 | 0.03% | 1,187 | -265 | -18.3% | -$6.44万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $28.82万 | 0.03% | 11,856 | 11,856 | — | $28.82万 | 新建仓 |
| PFIS | PEOPLES FINL SVCS CORP | $28.76万 | 0.03% | 5,393 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $28.73万 | 0.03% | 2,978 | -2,911 | -49.4% | -$28.08万 | 减仓 |
| MAS | MASCO CORP | $28.57万 | 0.03% | 4,732 | -936 | -16.5% | -$5.65万 | 减仓 |
| IYF | ISHARES TR | $28.54万 | 0.03% | 2,426 | 2,426 | — | $28.54万 | 新建仓 |
| RMD | RESMED INC | $28.40万 | 0.03% | 1,265 | -457 | -26.5% | -$10.26万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $28.35万 | 0.03% | 3,577 | -1,541 | -30.1% | -$12.22万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $28.23万 | 0.03% | 1,496 | 115 | 8.3% | $2.17万 | 加仓 |
| NOBL | PROSHARES TR | $28.22万 | 0.03% | 2,662 | -780 | -22.7% | -$8.27万 | 重新持有 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $27.98万 | 0.03% | 3,040 | -955 | -23.9% | -$8.79万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.90万 | 0.03% | 1,373 | -377 | -21.5% | -$7.66万 | 减仓 |
| HLNE | HAMILTON LANE INC | $27.70万 | 0.03% | 2,787 | 476 | 20.6% | $4.73万 | 加仓 |
| EFA | ISHARES TR | $27.51万 | 0.03% | 2,832 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $27.23万 | 0.03% | 4,353 | 4,353 | — | $27.23万 | 新建仓 |
| LIN | LINDE PLC | $27.02万 | 0.03% | 545 | 111 | 25.6% | $5.50万 | 重新持有 |
| HEFA | ISHARES TR | $26.86万 | 0.03% | 6,321 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $26.67万 | 0.03% | 7,818 | 7,818 | — | $26.67万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $26.25万 | 0.03% | 3,982 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $26.14万 | 0.02% | 9,569 | -9,892 | -50.8% | -$27.03万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.90万 | 0.02% | 1,594 | -2,465 | -60.7% | -$40.05万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $25.75万 | 0.02% | 608 | -46 | -7.0% | -$1.95万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $25.72万 | 0.02% | 3,200 | 3,200 | — | $25.72万 | 新建仓 |
| ABNB | AIRBNB INC | $25.62万 | 0.02% | 2,029 | 468 | 30.0% | $5.91万 | 加仓 |
| EIX | EDISON INTL | $25.56万 | 0.02% | 3,493 | -731 | -17.3% | -$5.35万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $25.41万 | 0.02% | 5,617 | 5,617 | — | $25.41万 | 新建仓 |
| NUE | NUCOR CORP | $25.38万 | 0.02% | 1,501 | 1,501 | — | $25.38万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $25.34万 | 0.02% | 1,544 | 1,544 | — | $25.34万 | 新建仓 |
| THO | THOR INDS INC | $25.33万 | 0.02% | 3,171 | -669 | -17.4% | -$5.34万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $25.23万 | 0.02% | 1,472 | 1,472 | — | $25.23万 | 新建仓 |
| CMS | CMS ENERGY CORP | $25.18万 | 0.02% | 3,246 | -1,214 | -27.2% | -$9.42万 | 减仓 |
| CVS | CVS HEALTH CORP | $24.91万 | 0.02% | 3,469 | 186 | 5.7% | $1.34万 | 重新持有 |
| REMX | VANECK ETF TRUST | $24.72万 | 0.02% | 2,809 | -325 | -10.4% | -$2.86万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $24.49万 | 0.02% | 764 | 163 | 27.1% | $5.22万 | 重新持有 |
| PNR | PENTAIR PLC | $24.43万 | 0.02% | 2,805 | -217 | -7.2% | -$1.89万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $23.99万 | 0.02% | 2,120 | -2,874 | -57.5% | -$32.53万 | 减仓 |
| UTEN | RBB FD INC | $23.96万 | 0.02% | 5,496 | -12,713 | -69.8% | -$55.43万 | 减仓 |
| XYL | XYLEM INC | $23.92万 | 0.02% | 2,002 | -123 | -5.8% | -$1.47万 | 减仓 |
| GWW | WW GRAINGER INC | $23.89万 | 0.02% | 219 | -154 | -41.3% | -$16.80万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $23.80万 | 0.02% | 12,422 | 12,422 | — | $23.80万 | 新建仓 |
| NTRA | NATERA INC | $23.62万 | 0.02% | 1,181 | -302 | -20.4% | -$6.04万 | 减仓 |
| IDXX | IDEXX LABS INC | $23.54万 | 0.02% | 419 | -20 | -4.6% | -$1.12万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $23.43万 | 0.02% | 1,025 | -140 | -12.0% | -$3.20万 | 减仓 |
| WPC | WP CAREY INC | $23.41万 | 0.02% | 3,445 | 20 | 0.6% | $1,359 | 加仓 |
| AFL | AFLAC INC | $23.35万 | 0.02% | 2,128 | -189 | -8.2% | -$2.07万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.79万 | 0.02% | 334 | 334 | — | $22.79万 | 新建仓 |
| CSL | CARLISLE COS INC | $22.75万 | 0.02% | 682 | 682 | — | $22.75万 | 新建仓 |
| BAP | CREDICORP LTD | $22.62万 | 0.02% | 667 | 667 | — | $22.62万 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $22.51万 | 0.02% | 758 | -29 | -3.7% | -$8,612 | 减仓 |
| EXPO | EXPONENT INC | $22.30万 | 0.02% | 3,418 | -127 | -3.6% | -$8,287 | 减仓 |
| PWR | QUANTA SVCS INC | $22.18万 | 0.02% | 404 | 404 | — | $22.18万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $22.18万 | 0.02% | 4,546 | 4,546 | — | $22.18万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.96万 | 0.02% | 956 | 956 | — | $21.96万 | 新建仓 |
| BPOP | POPULAR INC | $21.90万 | 0.02% | 1,632 | 1,632 | — | $21.90万 | 新建仓 |
| SUSC | ISHARES TR | $21.90万 | 0.02% | 9,463 | 636 | 7.2% | $1.47万 | 加仓 |
| CRH | CRH PLC | $21.89万 | 0.02% | 2,082 | 382 | 22.5% | $4.02万 | 重新持有 |
| SLV | ISHARES SILVER TR | $21.78万 | 0.02% | 3,197 | -6,369 | -66.6% | -$43.40万 | 减仓 |
| PPL | PPL CORP | $21.75万 | 0.02% | 5,695 | -1,069 | -15.8% | -$4.08万 | 重新持有 |
| CBOE | CBOE GLOBAL MKTS INC | $21.75万 | 0.02% | 774 | -51 | -6.2% | -$1.43万 | 重新持有 |
| NDAQ | NASDAQ INC | $21.75万 | 0.02% | 2,562 | 502 | 24.4% | $4.26万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $21.74万 | 0.02% | 3,022 | 3,022 | — | $21.74万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.70万 | 0.02% | 2,985 | 2,985 | — | $21.70万 | 新建仓 |