LFA - Lugano Financial Advisors SA
LUGANO V8 · SEC CIK 0001737871
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $5.74万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.78万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $5.82万 | 0.03% | 953 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $5.83万 | 0.03% | 310 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $5.88万 | 0.03% | 696 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5.95万 | 0.03% | 182 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $6.09万 | 0.03% | 72 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $6.10万 | 0.03% | 295 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $6.11万 | 0.03% | 1,550 | -105,408 | -98.6% | -$415.63万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6.30万 | 0.03% | 291 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY ETF TR | $6.99万 | 0.04% | 6,400 | 6,400 | — | $6.99万 | 新建仓 |
| ITOT | ISHARES TR | $7.08万 | 0.04% | 497 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $7.16万 | 0.04% | 1,261 | 133 | 11.8% | $7,553 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $7.61万 | 0.04% | 460 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $7.63万 | 0.04% | 2,882 | -2,516 | -46.6% | -$6.66万 | 减仓 |
| MMM | 3M CO | $7.70万 | 0.04% | 530 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $7.90万 | 0.04% | 636 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $8.36万 | 0.04% | 1,690 | -479 | -22.1% | -$2.37万 | 减仓 |
| EWG | ISHARES INC | $8.82万 | 0.04% | 2,223 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $8.88万 | 0.04% | 801 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $8.97万 | 0.05% | 1,139 | 900 | 376.6% | $7.09万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $9.14万 | 0.05% | 3,033 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $9.17万 | 0.05% | 383 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $9.48万 | 0.05% | 788 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $9.65万 | 0.05% | 594 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.66万 | 0.05% | 750 | -60 | -7.4% | -$7,727 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $9.68万 | 0.05% | 1,835 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $10.02万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $10.25万 | 0.05% | 3,413 | -547 | -13.8% | -$1.64万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $10.31万 | 0.05% | 9,530 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $10.76万 | 0.05% | 2,117 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $10.82万 | 0.05% | 697 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $11.08万 | 0.06% | 1,626 | -41 | -2.5% | -$2,794 | 减仓 |
| LLY | ELI LILLY & CO | $11.59万 | 0.06% | 126 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $11.77万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $11.83万 | 0.06% | 1,441 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $13.02万 | 0.07% | 723 | 124 | 20.7% | $2.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $13.86万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $14.68万 | 0.07% | 7,185 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $14.74万 | 0.07% | 1,628 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $14.80万 | 0.07% | 1,669 | 0 | 0.0% | — | 不变 |
| GHYG | ISHARES INC | $15.06万 | 0.08% | 3,373 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $15.08万 | 0.08% | 970 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $15.37万 | 0.08% | 7,570 | 4,000 | 112.0% | $8.12万 | 加仓 |
| MCD | MCDONALDS CORP | $15.54万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $15.80万 | 0.08% | 1,400 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $16.18万 | 0.08% | 716 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $16.59万 | 0.08% | 536 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $16.79万 | 0.08% | 257 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $17.70万 | 0.09% | 476 | -30 | -5.9% | -$1.12万 | 减仓 |
| SUSA | ISHARES TR | $17.74万 | 0.09% | 1,343 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $17.83万 | 0.09% | 1,051 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $18.51万 | 0.09% | 1,412 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $18.70万 | 0.09% | 3,910 | 397 | 11.3% | $1.90万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $18.84万 | 0.10% | 2,575 | 0 | 0.0% | — | 不变 |
| BWZ | SPDR SERIES TRUST | $19.51万 | 0.10% | 7,271 | 814 | 12.6% | $2.18万 | 加仓 |
| IWM | ISHARES TR | $19.72万 | 0.10% | 795 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.13万 | 0.10% | 2,680 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $20.26万 | 0.10% | 1,200 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.26万 | 0.10% | 3,162 | 1,122 | 55.0% | $7.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $20.85万 | 0.11% | 418 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $21.17万 | 0.11% | 2,522 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $21.61万 | 0.11% | 1,626 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $22.25万 | 0.11% | 9,313 | 4,246 | 83.8% | $10.14万 | 加仓 |
| BAC | BANK AMERICA CORP | $22.28万 | 0.11% | 4,571 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $22.79万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $22.85万 | 0.12% | 1,018 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $23.15万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $26.36万 | 0.13% | 2,850 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.56万 | 0.13% | 3,492 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $26.65万 | 0.13% | 9,313 | 4,617 | 98.3% | $13.21万 | 加仓 |
| ABBV | ABBVIE INC | $26.75万 | 0.14% | 1,240 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $26.78万 | 0.14% | 468 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $27.24万 | 0.14% | 2,482 | 2,126 | 597.2% | $23.33万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.62万 | 0.14% | 2,707 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $27.90万 | 0.14% | 3,547 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $28.33万 | 0.14% | 2,600 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $28.57万 | 0.14% | 15,619 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $29.56万 | 0.15% | 1,400 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.38万 | 0.15% | 5,621 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $31.43万 | 0.16% | 1,437 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $31.93万 | 0.16% | 4,994 | 2,931 | 142.1% | $18.74万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $32.79万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.97万 | 0.17% | 1,091 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $34.32万 | 0.17% | 3,893 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.04万 | 0.18% | 7,300 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.04万 | 0.18% | 1,878 | 0 | 0.0% | — | 不变 |
| HEWJ | ISHARES TR | $38.65万 | 0.20% | 6,868 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $47.53万 | 0.24% | 1,624 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $49.17万 | 0.25% | 6,641 | -363 | -5.2% | -$2.69万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $49.92万 | 0.25% | 11,497 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $53.71万 | 0.27% | 28,400 | 4,400 | 18.3% | $8.32万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $53.89万 | 0.27% | 128 | 75 | 141.5% | $31.58万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $56.61万 | 0.29% | 3,500 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $58.83万 | 0.30% | 3,373 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $69.44万 | 0.35% | 2,550 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $71.37万 | 0.36% | 2,482 | 69 | 2.9% | $1.98万 | 加仓 |
| EWU | ISHARES TR | $73.13万 | 0.37% | 16,051 | 182 | 1.1% | $8,292 | 加仓 |
| GOOG | ALPHABET INC | $74.50万 | 0.38% | 2,597 | -850 | -24.7% | -$24.38万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $76.98万 | 0.39% | 31,104 | 0 | 0.0% | — | 不变 |