13F 机构持仓

LFA - Lugano Financial Advisors SA

LUGANO V8 · SEC CIK 0001737871

2026Q22026Q1 更早 9 个季度 🔒
$1.98亿2026Q1 申报市值
223持仓数
55.7%前十大占比 · 第一大 14.0%
3 / 15新建仓 / 清仓
申报市值走势$1.66亿2026Q2
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

SPY 14.0%
ESGD 11.1%
GLD 6.8%
FNDE 6.5%
SUSB 5.7%
IGIB 2.6%
VWOB 2.5%
VCSH 2.3%
FEZ 2.3%
IBND 2.0%

2026Q1 买入最多 按季末市值估算

FNDE 加仓+$464.49万
SPY 加仓+$236.14万
FEZ 加仓+$201.67万
VSGX 加仓+$147.61万
SJNK 加仓+$72.72万

2026Q1 卖出最多 按季末市值估算

SDVY 减仓-$415.63万
SGOV 减仓-$179.51万
FTLS 减仓-$50.82万
GOOG 减仓-$24.38万
XLE 重新持有-$22.41万

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
VYM VANGUARD WHITEHALL FDS $00.00%0 -1,555-100.0% -$22.32万 清仓
AZN ASTRAZENECA PLC $00.00%0 -950-100.0% -$17.47万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -2,056-100.0% -$16.20万 清仓
FTSL FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,270-100.0% -$14.92万 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -2,300-100.0% -$12.38万 清仓
IEI ISHARES TR $00.00%0 -835-100.0% -$9.97万 清仓
ASHR DBX ETF TR $00.00%0 -550-100.0% -$1.81万 清仓
— ISHARES ETHEREUM TR $00.00%0 -550-100.0% -$1.23万 清仓
HUM HUMANA INC $00.00%0 -45-100.0% -$1.15万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -300-100.0% -$1.11万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -33-100.0% -$1.09万 清仓
SPGI S&P GLOBAL INC $00.00%0 -17-100.0% -$8,884 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 —— — 申报中断
URI UNITED RENTALS INC $00.00%0 -9-100.0% -$7,284 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -75-100.0% -$6,551 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -48-100.0% -$4,049 清仓
ORLY OREILLY AUTOMOTIVE INC $1,3850.00%15 00.0% — 不变
VLTO VERALTO CORP $3,1830.00%36 -84-70.0% -$7,427 减仓
SLB SLB LIMITED $4,1110.00%80 00.0% — 不变
LEN LENNAR CORP $5,0970.00%59 -250-80.9% -$2.16万 减仓
AZO AUTOZONE INC $6,7560.00%2 00.0% — 不变
AEE AMEREN CORP $7,0350.00%64 00.0% — 不变
LH LABCORP HOLDINGS INC $7,2040.00%27 00.0% — 不变
DLR DIGITAL RLTY TR INC $7,5690.00%42 00.0% — 不变
DLTR DOLLAR TREE INC $8,1040.00%74 00.0% — 不变
— KRANESHARES TRUST $8,5180.00%273 273— $8,518 新建仓
AMAT APPLIED MATLS INC $9,5700.00%28 00.0% — 不变
CTVA CORTEVA INC $9,7940.00%117 00.0% — 不变
WEC WEC ENERGY GROUP INC $9,8400.00%85 00.0% — 不变
CVS CVS HEALTH CORP $9,9670.01%140 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $1.03万0.01%23 00.0% — 不变
UBER UBER TECHNOLOGIES INC $1.05万0.01%146 00.0% — 不变
PGR PROGRESSIVE CORP $1.07万0.01%54 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $1.09万0.01%365 00.0% — 不变
BIDU BAIDU INC $1.11万0.01%100 00.0% — 不变
EZU ISHARES INC $1.23万0.01%197 00.0% — 不变
TMUS T-MOBILE US INC $1.24万0.01%59 00.0% — 不变
MCK MCKESSON CORP $1.30万0.01%15 00.0% — 不变
URA GLOBAL X FDS $1.36万0.01%280 -435-60.8% -$2.11万 减仓
CSX CSX CORP $1.37万0.01%333 00.0% — 不变
LULU LULULEMON ATHLETICA INC $1.49万0.01%97 00.0% — 不变
FLIN FRANKLIN TEMPLETON ETF TR $1.49万0.01%450 00.0% — 不变
EBAY EBAY INC. $1.50万0.01%165 00.0% — 不变
DIS DISNEY WALT CO $1.51万0.01%157 00.0% — 不变
EOG EOG RES INC $1.52万0.01%106 00.0% — 不变
SBUX STARBUCKS CORP $1.52万0.01%170 00.0% — 不变
NOW SERVICENOW INC $1.57万0.01%150 -30-16.7% -$3,137 减仓
ORCL ORACLE CORP $1.60万0.01%109 00.0% — 不变
EUHY ISHARES INC $1.63万0.01%313 00.0% — 不变
WM WASTE MGMT INC DEL $1.65万0.01%72 00.0% — 不变
ADBE ADOBE INC $2.07万0.01%85 00.0% — 不变
DHR DANAHER CORP DEL $2.09万0.01%110 00.0% — 不变
XLE SELECT SECTOR SPDR TR $2.21万0.01%360 -3,658-91.0% -$22.41万 重新持有
SCHW SCHWAB CHARLES CORP $2.21万0.01%235 00.0% — 不变
SO SOUTHERN CO $2.37万0.01%246 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $2.55万0.01%105 00.0% — 不变
— GLOBAL X FDS $2.72万0.01%645 19242.4% $8,095 加仓
GEV GE VERNOVA INC $2.79万0.01%32 00.0% — 不变
BLV VANGUARD BD INDEX FDS $2.81万0.01%412 -818-66.5% -$5.58万 减仓
BLK BLACKROCK INC $2.89万0.01%30 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $2.93万0.01%200 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $2.95万0.01%270 00.0% — 不变
KMI KINDER MORGAN INC DEL $2.97万0.02%895 00.0% — 不变
APP APPLOVIN CORP $2.98万0.02%75 00.0% — 不变
AVK ADVENT CONV & INCOME FD $3.05万0.02%2,759 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $3.08万0.02%31 00.0% — 不变
IXUS ISHARES TR $3.20万0.02%369 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $3.22万0.02%2,060 00.0% — 不变
APH AMPHENOL CORP $3.29万0.02%260 00.0% — 不变
ACWX ISHARES TR $3.42万0.02%499 00.0% — 不变
FTNT FORTINET INC $3.48万0.02%426 00.0% — 不变
TIP ISHARES TR $3.62万0.02%330 00.0% — 不变
CSCO CISCO SYS INC $3.86万0.02%500 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $3.86万0.02%576 00.0% — 不变
RTX RTX CORPORATION $3.88万0.02%201 00.0% — 不变
NFLX NETFLIX INC. $4.04万0.02%420 00.0% — 不变
ADI ANALOG DEVICES INC $4.29万0.02%135 00.0% — 不变
SHYG ISHARES TR $4.35万0.02%1,040 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $4.37万0.02%348 00.0% — 不变
KLAC KLA CORP $4.56万0.02%31 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $4.58万0.02%1,193 00.0% — 不变
IEMG ISHARES INC $4.60万0.02%660 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC $4.63万0.02%712 712— $4.63万 新建仓
GLW CORNING INC $4.69万0.02%345 00.0% — 不变
PG PROCTER & GAMBLE CO $4.72万0.02%329 -49-13.0% -$7,025 减仓
AMD ADVANCED MICRO DEVICES INC $4.78万0.02%235 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $4.99万0.03%890 00.0% — 不变
T AT&T INC $5.01万0.03%1,745 00.0% — 不变
WFC WELLS FARGO & CO $5.06万0.03%635 00.0% — 不变
CRM SALESFORCE INC $5.06万0.03%272 -54-16.6% -$1.01万 减仓
DE DEERE & CO $5.07万0.03%90 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $5.07万0.03%110 00.0% — 不变
DXJ WISDOMTREE TR $5.07万0.03%320 00.0% — 不变
HD HOME DEPOT INC $5.13万0.03%156 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $5.22万0.03%109 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $5.24万0.03%155 00.0% — 不变
BOTZ GLOBAL X FDS $5.32万0.03%1,601 51647.6% $1.71万 加仓
HEDJ WISDOMTREE TR $5.35万0.03%1,022 00.0% — 不变
COIN COINBASE GLOBAL INC $5.38万0.03%308 00.0% — 不变
BIV VANGUARD BD INDEX FDS $5.63万0.03%735 00.0% — 不变