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 |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC | $21.67万 | 0.02% | 1,443 | -270 | -15.8% | -$4.05万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $21.66万 | 0.02% | 940 | 940 | — | $21.66万 | 新建仓 |
| FTNT | FORTINET INC | $21.62万 | 0.02% | 2,646 | 2,646 | — | $21.62万 | 新建仓 |
| F | FORD MTR CO | $21.51万 | 0.02% | 18,641 | 18,641 | — | $21.51万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.43万 | 0.02% | 196 | 196 | — | $21.43万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.31万 | 0.02% | 1,086 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.01万 | 0.02% | 2,900 | 2,900 | — | $21.01万 | 新建仓 |
| WMB | WILLIAMS COS INC | $20.99万 | 0.02% | 2,884 | -1,459 | -33.6% | -$10.62万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.96万 | 0.02% | 6,548 | -683 | -9.4% | -$2.19万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $20.91万 | 0.02% | 2,966 | -699 | -19.1% | -$4.93万 | 减仓 |
| YUM | YUM BRANDS INC | $20.91万 | 0.02% | 1,345 | -64 | -4.5% | -$9,951 | 减仓 |
| ETN | EATON CORP PLC | $20.89万 | 0.02% | 584 | -245 | -29.6% | -$8.76万 | 重新持有 |
| NVS | NOVARTIS AG | $20.79万 | 0.02% | 1,361 | 1,361 | — | $20.79万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $20.64万 | 0.02% | 10,777 | 0 | 0.0% | — | 不变 |
| BHC | BAUSCH HEALTH COS INC | $20.57万 | 0.02% | 38,090 | 38,090 | — | $20.57万 | 新建仓 |
| — | ISHARES TR | $20.49万 | 0.02% | 9,428 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $20.47万 | 0.02% | 3,505 | 3,505 | — | $20.47万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $20.34万 | 0.02% | 2,935 | 2,935 | — | $20.34万 | 新建仓 |
| KKR | KKR & CO INC | $20.33万 | 0.02% | 2,198 | 2,198 | — | $20.33万 | 新建仓 |
| URI | UNITED RENTALS INC | $20.11万 | 0.02% | 276 | 276 | — | $20.11万 | 新建仓 |
| EAGG | ISHARES TR | $20.00万 | 0.02% | 4,207 | 4,207 | — | $20.00万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $19.97万 | 0.02% | 13,293 | 13,293 | — | $19.97万 | 新建仓 |
| SIBN | SI BONE INC | $18.96万 | 0.02% | 15,015 | 15,015 | — | $18.96万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $18.80万 | 0.02% | 11,076 | 11,076 | — | $18.80万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $18.19万 | 0.02% | 16,447 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $18.09万 | 0.02% | 35,971 | 35,971 | — | $18.09万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $17.94万 | 0.02% | 34,633 | 3 | 0.0% | $16 | 加仓 |
| INMD | INMODE LTD | $16.20万 | 0.02% | 11,845 | 11,845 | — | $16.20万 | 新建仓 |
| TDUP | THREDUP INC | $12.63万 | 0.01% | 38,491 | 7,125 | 22.7% | $2.34万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.10万 | 0.01% | 15,234 | 15,234 | — | $12.10万 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $10.64万 | 0.01% | 10,154 | -317 | -3.0% | -$3,322 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $9.72万 | 0.01% | 11,605 | 11,605 | — | $9.72万 | 新建仓 |
| — | REPOSITRAK INC | $9.71万 | 0.01% | 12,775 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $5.76万 | 0.01% | 13,433 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $4.42万 | 0.00% | 10,000 | 10,000 | — | $4.42万 | 新建仓 |
| IVVD | INVIVYD INC | $1.95万 | 0.00% | 15,000 | 15,000 | — | $1.95万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -6,072 | -100.0% | -$111.65万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -5,216 | -100.0% | -$71.43万 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -2,183 | -100.0% | -$57.12万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -9,511 | -100.0% | -$38.44万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,185 | -100.0% | -$35.08万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -713 | -100.0% | -$29.72万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -475 | -100.0% | -$27.58万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -634 | -100.0% | -$27.13万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -2,665 | -100.0% | -$26.61万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,269 | -100.0% | -$26.49万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -1,295 | -100.0% | -$25.05万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -589 | -100.0% | -$24.86万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,094 | -100.0% | -$24.47万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -582 | -100.0% | -$23.14万 | 清仓 |
| AAXJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES TR | $0 | 0.00% | 0 | -8,673 | -100.0% | -$21.39万 | 清仓 |
| FELG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,375 | -100.0% | -$20.49万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -927 | -100.0% | -$20.37万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -2,039 | -100.0% | -$20.16万 | 清仓 |
| — | OUTLOOK THERAPEUTICS INC | $0 | 0.00% | 0 | -48,235 | -100.0% | -$7.62万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |