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 |
|---|---|---|---|---|---|---|---|---|
| PDBC | INVESCO ACTVELY MNGD ETC FD | $82.39万 | 0.42% | 47,568 | 2,003 | 4.4% | $3.47万 | 加仓 |
| CAT | CATERPILLAR INC | $88.39万 | 0.45% | 1,250 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $91.24万 | 0.46% | 16,144 | 238 | 1.5% | $1.35万 | 加仓 |
| VGT | VANGUARD WORLD FD | $94.19万 | 0.48% | 1,350 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $97.51万 | 0.49% | 3,842 | -700 | -15.4% | -$17.77万 | 减仓 |
| ESGE | ISHARES INC | $103.31万 | 0.52% | 22,721 | 13,947 | 159.0% | $63.42万 | 加仓 |
| — | GLOBAL X FDS | $116.27万 | 0.59% | 31,504 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $131.29万 | 0.66% | 14,106 | 1,169 | 9.0% | $10.88万 | 加仓 |
| CWB | SPDR SERIES TRUST | $133.77万 | 0.68% | 14,651 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $171.35万 | 0.87% | 17,123 | -17,938 | -51.2% | -$179.51万 | 减仓 |
| QLTA | ISHARES TR | $180.47万 | 0.91% | 38,216 | -93 | -0.2% | -$4,392 | 减仓 |
| EWL | ISHARES INC | $185.02万 | 0.93% | 31,461 | 2,366 | 8.1% | $13.91万 | 加仓 |
| EFA | ISHARES TR | $191.34万 | 0.97% | 19,699 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $205.29万 | 1.04% | 94,493 | 6,731 | 7.7% | $14.62万 | 加仓 |
| SHY | ISHARES TR | $206.40万 | 1.04% | 25,146 | 598 | 2.4% | $4.91万 | 加仓 |
| IBDT | ISHARES TR | $237.13万 | 1.20% | 94,311 | 1,043 | 1.1% | $2.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $240.35万 | 1.21% | 6,493 | 115 | 1.8% | $4.26万 | 加仓 |
| AMZN | AMAZON COM INC | $240.91万 | 1.22% | 11,567 | 112 | 1.0% | $2.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $248.30万 | 1.25% | 4,302 | -335 | -7.2% | -$19.34万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $254.98万 | 1.29% | 40,680 | 3,753 | 10.2% | $23.52万 | 加仓 |
| IEF | ISHARES TR | $273.65万 | 1.38% | 28,863 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $314.10万 | 1.59% | 34,227 | 1,909 | 5.9% | $17.52万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $317.50万 | 1.60% | 44,263 | 20,579 | 86.9% | $147.61万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $327.56万 | 1.65% | 55,362 | 1,320 | 2.4% | $7.81万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $334.42万 | 1.69% | 98,012 | -1,164 | -1.2% | -$3.97万 | 减仓 |
| TLH | ISHARES TR | $339.37万 | 1.71% | 33,948 | 33 | 0.1% | $3,299 | 加仓 |
| IBDU | ISHARES TR | $350.03万 | 1.77% | 151,643 | 130 | 0.1% | $3,001 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $366.42万 | 1.85% | 52,078 | -7,223 | -12.2% | -$50.82万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $378.32万 | 1.91% | 153,241 | 29,457 | 23.8% | $72.72万 | 加仓 |
| IBND | SPDR SERIES TRUST | $388.89万 | 1.96% | 125,704 | 282 | 0.2% | $8,724 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $446.66万 | 2.26% | 71,949 | 32,485 | 82.3% | $201.67万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $451.84万 | 2.28% | 57,425 | 7,405 | 14.8% | $58.27万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $493.86万 | 2.49% | 75,920 | -976 | -1.3% | -$6.35万 | 减仓 |
| IGIB | ISHARES TR | $519.10万 | 2.62% | 98,343 | 7,045 | 7.7% | $37.19万 | 加仓 |
| SUSB | ISHARES TR | $1,137.00万 | 5.74% | 457,113 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $1,280.03万 | 6.47% | 334,560 | 121,403 | 57.0% | $464.49万 | 加仓 |
| GLD | SPDR GOLD TR | $1,350.47万 | 6.82% | 31,385 | 1 | 0.0% | $430 | 加仓 |
| ESGD | ISHARES TR | $2,194.98万 | 11.09% | 229,552 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,768.82万 | 13.99% | 42,575 | 3,631 | 9.3% | $236.14万 | 加仓 |