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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $8,866.89万 | 8.45% | 1,158,465 | 724,093 | 166.7% | $5,542.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,495.48万 | 7.14% | 1,169,707 | -79,537 | -6.4% | -$509.67万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $5,128.21万 | 4.89% | 2,112,985 | 40,751 | 2.0% | $98.90万 | 加仓 |
| STIP | ISHARES TR | $4,330.05万 | 4.13% | 418,646 | 10,212 | 2.5% | $105.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,136.45万 | 3.94% | 1,348,255 | -880,712 | -39.5% | -$2,702.03万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,589.85万 | 3.42% | 465,127 | 15,956 | 3.6% | $123.15万 | 加仓 |
| AAPL | APPLE INC | $3,543.18万 | 3.38% | 139,611 | -1,075 | -0.8% | -$27.28万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,506.56万 | 3.34% | 319,679 | -92,948 | -22.5% | -$1,019.55万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3,484.55万 | 3.32% | 1,044,217 | -23,524 | -2.2% | -$78.50万 | 减仓 |
| TAFM | AB ACTIVE ETFS INC | $2,471.72万 | 2.35% | 977,159 | -28,710 | -2.9% | -$72.62万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2,462.36万 | 2.35% | 728,079 | -38,919 | -5.1% | -$131.62万 | 减仓 |
| SUB | ISHARES TR | $2,453.13万 | 2.34% | 230,341 | 12,689 | 5.8% | $135.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,438.78万 | 2.32% | 37,500 | 17,500 | 87.5% | $1,138.10万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $2,314.46万 | 2.21% | 132,710 | -5,337 | -3.9% | -$93.08万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,073.72万 | 1.98% | 47,476 | -4,428 | -8.5% | -$193.41万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,604.36万 | 1.53% | 217,865 | 26,585 | 13.9% | $195.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,378.21万 | 1.31% | 46,852 | 3,002 | 6.8% | $88.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,364.23万 | 1.30% | 36,854 | -977 | -2.6% | -$36.17万 | 减仓 |
| IJR | ISHARES TR | $1,311.36万 | 1.25% | 105,491 | -11,483 | -9.8% | -$142.75万 | 减仓 |
| GOOG | ALPHABET INC | $1,198.87万 | 1.14% | 41,793 | 1,807 | 4.5% | $51.84万 | 加仓 |
| AMZN | AMAZON COM INC | $1,137.95万 | 1.08% | 54,638 | 3,824 | 7.5% | $79.64万 | 加仓 |
| GOOGL | ALPHABET INC | $1,072.45万 | 1.02% | 37,295 | 6,042 | 19.3% | $173.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,012.09万 | 0.96% | 347,439 | -365,696 | -51.3% | -$1,065.27万 | 减仓 |
| AVGO | BROADCOM INC | $815.81万 | 0.78% | 26,358 | -645 | -2.4% | -$19.96万 | 减仓 |
| PYLD | PIMCO ETF TR | $811.60万 | 0.77% | 309,770 | 20,122 | 6.9% | $52.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $782.82万 | 0.75% | 16,336 | 2,437 | 17.5% | $116.78万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $750.80万 | 0.72% | 138,909 | 126,976 | 1,064.1% | $686.31万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $709.04万 | 0.68% | 70,784 | 17,816 | 33.6% | $178.46万 | 加仓 |
| META | META PLATFORMS INC | $621.57万 | 0.59% | 10,864 | 1,323 | 13.9% | $75.69万 | 加仓 |
| V | VISA INC | $613.43万 | 0.58% | 20,296 | 191 | 1.0% | $5.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $592.03万 | 0.56% | 24,220 | -403 | -1.6% | -$9.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $565.02万 | 0.54% | 9,456 | 1,770 | 23.0% | $105.76万 | 加仓 |
| EMXC | ISHARES INC | $456.72万 | 0.44% | 58,062 | -2,459 | -4.1% | -$19.34万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $449.14万 | 0.43% | 181,472 | -4,664 | -2.5% | -$11.54万 | 减仓 |
| ABBV | ABBVIE INC | $424.83万 | 0.40% | 19,533 | 1,955 | 11.1% | $42.52万 | 加仓 |
| TSLA | TESLA INC | $401.01万 | 0.38% | 10,787 | 120 | 1.1% | $4.46万 | 加仓 |
| — | EXXON MOBIL CORP | $398.05万 | 0.38% | 23,462 | 2,702 | 13.0% | $45.84万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $361.60万 | 0.34% | 71,132 | 4,446 | 6.7% | $22.60万 | 加仓 |
| MO | ALTRIA GROUP INC | $359.41万 | 0.34% | 54,464 | -7,246 | -11.7% | -$47.82万 | 减仓 |
| CSCO | CISCO SYS INC | $342.74万 | 0.33% | 44,173 | -91 | -0.2% | -$7,061 | 减仓 |
| CB | CHUBB LTD SWITZ | $339.33万 | 0.32% | 10,411 | -137 | -1.3% | -$4.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $333.89万 | 0.32% | 5,134 | -119 | -2.3% | -$7.74万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $328.19万 | 0.31% | 23,548 | 1,727 | 7.9% | $24.07万 | 加仓 |
| LLY | ELI LILLY & CO | $321.49万 | 0.31% | 3,495 | 40 | 1.2% | $3.68万 | 加仓 |
| USB | US BANCORP | $315.60万 | 0.30% | 60,681 | 4,229 | 7.5% | $22.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $306.45万 | 0.29% | 6,133 | -661 | -9.7% | -$33.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $298.58万 | 0.28% | 8,835 | 2,137 | 31.9% | $72.22万 | 加仓 |
| MRK | MERCK & CO INC | $291.63万 | 0.28% | 24,244 | -527 | -2.1% | -$6.34万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $285.31万 | 0.27% | 8,313 | 153 | 1.9% | $5.25万 | 加仓 |
| WMT | WALMART INC | $278.19万 | 0.27% | 22,384 | 437 | 2.0% | $5.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $276.27万 | 0.26% | 13,353 | 164 | 1.2% | $3.39万 | 加仓 |
| AMGN | AMGEN INC | $270.07万 | 0.26% | 7,676 | -1,448 | -15.9% | -$50.95万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $267.26万 | 0.25% | 115,100 | 6,081 | 5.6% | $14.12万 | 加仓 |
| HD | HOME DEPOT INC | $265.51万 | 0.25% | 8,073 | 146 | 1.8% | $4.80万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $260.16万 | 0.25% | 9,618 | 9,618 | — | $260.16万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $234.53万 | 0.22% | 6,942 | 5,268 | 314.7% | $177.97万 | 加仓 |
| PEP | PEPSICO INC | $232.58万 | 0.22% | 14,977 | -2,130 | -12.5% | -$33.08万 | 减仓 |
| MCD | MCDONALDS CORP | $231.20万 | 0.22% | 7,439 | -67 | -0.9% | -$2.08万 | 减仓 |
| BAC | BANK AMERICA CORP | $229.46万 | 0.22% | 47,068 | 16,725 | 55.1% | $81.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $219.64万 | 0.21% | 2,204 | 37 | 1.7% | $3.69万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $215.33万 | 0.21% | 117,862 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $213.29万 | 0.20% | 22,183 | 2,636 | 13.5% | $25.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $209.95万 | 0.20% | 41,822 | 1,372 | 3.4% | $6.89万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $196.51万 | 0.19% | 2,195 | 95 | 4.5% | $8.50万 | 加仓 |
| BIL | SPDR SERIES TRUST | $189.97万 | 0.18% | 20,730 | -8,388 | -28.8% | -$76.87万 | 减仓 |
| RTX | RTX CORPORATION | $187.60万 | 0.18% | 9,725 | 109 | 1.1% | $2.10万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $179.50万 | 0.17% | 3,793 | 201 | 5.6% | $9.51万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $179.25万 | 0.17% | 61,639 | -1,646 | -2.6% | -$4.79万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $177.23万 | 0.17% | 19,082 | -285 | -1.5% | -$2.65万 | 减仓 |
| KO | COCA COLA CO | $176.01万 | 0.17% | 23,144 | -3,133 | -11.9% | -$23.83万 | 减仓 |
| IWM | ISHARES TR | $175.61万 | 0.17% | 7,081 | 330 | 4.9% | $8.18万 | 加仓 |
| ASML | ASML HLDG NV | $169.33万 | 0.16% | 1,282 | 182 | 16.5% | $24.04万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $169.03万 | 0.16% | 14,601 | -1,990 | -12.0% | -$23.04万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $166.96万 | 0.16% | 12,737 | -3,123 | -19.7% | -$40.94万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $165.24万 | 0.16% | 9,994 | -3,397 | -25.4% | -$56.17万 | 减仓 |
| LOW | LOWES COS INC | $162.23万 | 0.15% | 6,866 | 24 | 0.4% | $5,671 | 加仓 |
| VALE | VALE S A | $161.37万 | 0.15% | 101,427 | 73,489 | 263.0% | $116.92万 | 加仓 |
| PAYX | PAYCHEX INC | $160.68万 | 0.15% | 17,443 | -1,006 | -5.5% | -$9.27万 | 减仓 |
| C | CITIGROUP INC | $159.25万 | 0.15% | 14,042 | 5,502 | 64.4% | $62.40万 | 加仓 |
| PLD | PROLOGIS INC. | $158.31万 | 0.15% | 11,977 | -318 | -2.6% | -$4.20万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $154.99万 | 0.15% | 7,254 | 3,360 | 86.3% | $71.79万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $153.30万 | 0.15% | 11,708 | -6,448 | -35.5% | -$84.43万 | 减仓 |
| CTAS | CINTAS CORP | $153.12万 | 0.15% | 9,053 | -2,600 | -22.3% | -$43.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $151.94万 | 0.14% | 1,796 | 523 | 41.1% | $44.25万 | 加仓 |
| DE | DEERE & CO | $149.84万 | 0.14% | 2,660 | 655 | 32.7% | $36.90万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $146.18万 | 0.14% | 29,051 | 29,051 | — | $146.18万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.14% | 2 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $142.40万 | 0.14% | 2,010 | 770 | 62.1% | $54.55万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $141.54万 | 0.13% | 6,802 | 14 | 0.2% | $2,913 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $139.23万 | 0.13% | 27,908 | 1,000 | 3.7% | $4.99万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $136.96万 | 0.13% | 9,248 | -41 | -0.4% | -$6,072 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $129.09万 | 0.12% | 3,295 | 3,295 | — | $129.09万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $126.97万 | 0.12% | 3,715 | 979 | 35.8% | $33.46万 | 加仓 |
| MS | MORGAN STANLEY | $125.55万 | 0.12% | 7,629 | 1,779 | 30.4% | $29.28万 | 加仓 |
| AZN | ASTRAZENECA PLC | $125.04万 | 0.12% | 6,340 | 6,340 | — | $125.04万 | 新建仓 |
| CTVA | CORTEVA INC | $121.40万 | 0.12% | 14,502 | 1,163 | 8.7% | $9.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $120.37万 | 0.11% | 8,229 | -10,753 | -56.6% | -$157.29万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $119.06万 | 0.11% | 3,936 | 580 | 17.3% | $17.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $117.76万 | 0.11% | 3,671 | 115 | 3.2% | $3.69万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $116.42万 | 0.11% | 8,760 | 8,760 | — | $116.42万 | 新建仓 |