LFA - Lugano Financial Advisors SA
LUGANO V8 · SEC CIK 0001737871
$1.66亿2026Q2 申报市值
274持仓数
53.8%前十大占比 · 第一大 22.6%
62 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$663.77万
VSGX 加仓+$68.26万
VCSH 加仓+$67.40万
VCIT 加仓+$54.57万
PHYS 新建仓+$54.32万
2026Q2 卖出最多 按季末市值估算
ESGD 清仓-$2,194.98万
SUSB 清仓-$1,137.00万
IBND 减仓-$387.97万
GLD 减仓-$322.02万
IEF 清仓-$273.65万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $19.25万 | 0.12% | 257 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $19.32万 | 0.12% | 1,412 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $19.59万 | 0.12% | 1,400 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $19.84万 | 0.12% | 1,018 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $19.90万 | 0.12% | 982 | 259 | 35.8% | $5.25万 | 加仓 |
| AVGO | BROADCOM INC | $20.25万 | 0.12% | 536 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $20.72万 | 0.12% | 1,343 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $21.62万 | 0.13% | 514 | 38 | 8.0% | $1.60万 | 加仓 |
| — | KRANESHARES TRUST | $22.05万 | 0.13% | 9,313 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $22.07万 | 0.13% | 2,000 | -482 | -19.4% | -$5.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.08万 | 0.13% | 430 | 12 | 2.9% | $6,163 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.45万 | 0.14% | 2,680 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $22.55万 | 0.14% | 2,522 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $22.82万 | 0.14% | 1,200 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.53万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $23.62万 | 0.14% | 1,325 | -1,875 | -58.6% | -$33.42万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.56万 | 0.15% | 2,707 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.07万 | 0.15% | 3,518 | 356 | 11.3% | $2.54万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.12万 | 0.16% | 500 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $26.16万 | 0.16% | 2,850 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $26.36万 | 0.16% | 468 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $28.32万 | 0.17% | 4,971 | 400 | 8.8% | $2.28万 | 加仓 |
| VO | VANGUARD INDEX FDS | $28.52万 | 0.17% | 3,540 | 340 | 10.6% | $2.74万 | 加仓 |
| KO | COCA COLA CO | $29.40万 | 0.18% | 3,617 | 125 | 3.6% | $1.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $29.40万 | 0.18% | 3,893 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $30.49万 | 0.18% | 2,600 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $30.98万 | 0.19% | 1,626 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $31.31万 | 0.19% | 1,042 | 247 | 31.1% | $7.42万 | 加仓 |
| IVE | ISHARES TR | $31.79万 | 0.19% | 1,400 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $32.59万 | 0.20% | 1,295 | 55 | 4.4% | $1.38万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $32.83万 | 0.20% | 4,994 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $33.23万 | 0.20% | 4,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.55万 | 0.20% | 5,621 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $34.56万 | 0.21% | 16,868 | 1,249 | 8.0% | $2.56万 | 加仓 |
| ITA | ISHARES TR | $34.84万 | 0.21% | 1,437 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $36.61万 | 0.22% | 1,338 | 1,338 | — | $36.61万 | 新建仓 |
| V | VISA INC | $37.43万 | 0.23% | 1,091 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $39.14万 | 0.24% | 7,300 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES TR | $39.29万 | 0.24% | 4,760 | 4,760 | — | $39.29万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $39.96万 | 0.24% | 1,878 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $40.82万 | 0.25% | 3,990 | 443 | 12.5% | $4.53万 | 加仓 |
| HEWJ | ISHARES TR | $44.31万 | 0.27% | 6,868 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $45.34万 | 0.27% | 6,025 | -616 | -9.3% | -$4.64万 | 减仓 |
| EMB | ISHARES TR | $48.71万 | 0.29% | 5,233 | -8,873 | -62.9% | -$82.60万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $54.32万 | 0.33% | 18,000 | 18,000 | — | $54.32万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $54.78万 | 0.33% | 28,400 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $60.56万 | 0.36% | 1,850 | 226 | 13.9% | $7.40万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $64.83万 | 0.39% | 3,500 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.48万 | 0.40% | 8,044 | 6,603 | 458.2% | $54.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $70.73万 | 0.43% | 3,535 | 162 | 4.8% | $3.24万 | 加仓 |
| EWU | ISHARES TR | $74.06万 | 0.45% | 16,051 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $76.25万 | 0.46% | 2,550 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $81.13万 | 0.49% | 15,304 | -840 | -5.2% | -$4.45万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $86.16万 | 0.52% | 31,104 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $86.23万 | 0.52% | 2,413 | -69 | -2.8% | -$2.47万 | 减仓 |
| GOOG | ALPHABET INC | $99.07万 | 0.60% | 2,804 | 207 | 8.0% | $7.31万 | 加仓 |
| AAPL | APPLE INC | $117.45万 | 0.71% | 4,059 | 217 | 5.6% | $6.28万 | 加仓 |
| ESGE | ISHARES INC | $124.26万 | 0.75% | 22,721 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $129.08万 | 0.78% | 10,800 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $132.46万 | 0.80% | 13,185 | -3,938 | -23.0% | -$39.56万 | 减仓 |
| CAT | CATERPILLAR INC | $136.73万 | 0.82% | 1,284 | 34 | 2.7% | $3.62万 | 加仓 |
| GDX | VANECK ETF TRUST | $148.43万 | 0.89% | 20,112 | -14,115 | -41.2% | -$104.17万 | 减仓 |
| CWB | SPDR SERIES TRUST | $157.97万 | 0.95% | 14,651 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES TR | $162.16万 | 0.98% | 34,674 | -3,542 | -9.3% | -$16.57万 | 减仓 |
| EWL | ISHARES INC | $182.50万 | 1.10% | 29,262 | -2,199 | -7.0% | -$13.71万 | 减仓 |
| EFA | ISHARES TR | $204.63万 | 1.23% | 19,699 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $207.03万 | 1.25% | 25,214 | 68 | 0.3% | $5,583 | 加仓 |
| IBDV | ISHARES TR | $211.44万 | 1.27% | 96,993 | 2,500 | 2.6% | $5.45万 | 加仓 |
| IBDT | ISHARES TR | $238.14万 | 1.43% | 94,311 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $241.31万 | 1.45% | 6,604 | 111 | 1.7% | $4.06万 | 加仓 |
| AMZN | AMAZON COM INC | $265.42万 | 1.60% | 11,410 | -157 | -1.4% | -$3.65万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $278.96万 | 1.68% | 40,634 | -31,315 | -43.5% | -$214.99万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $322.83万 | 1.94% | 37,074 | -3,606 | -8.9% | -$31.40万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $323.88万 | 1.95% | 55,931 | 569 | 1.0% | $3.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $325.12万 | 1.96% | 4,415 | 113 | 2.6% | $8.32万 | 加仓 |
| IBDU | ISHARES TR | $334.68万 | 2.01% | 144,509 | -7,134 | -4.7% | -$16.52万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $336.16万 | 2.02% | 135,506 | -17,735 | -11.6% | -$44.00万 | 减仓 |
| TLH | ISHARES TR | $339.93万 | 2.05% | 34,483 | 535 | 1.6% | $5.27万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $365.90万 | 2.20% | 51,811 | -267 | -0.5% | -$1.89万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $371.08万 | 2.23% | 104,915 | 6,903 | 7.0% | $24.42万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $432.72万 | 2.60% | 52,553 | 8,290 | 18.7% | $68.26万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $473.69万 | 2.85% | 71,871 | -4,049 | -5.3% | -$26.69万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $511.64万 | 3.08% | 66,137 | 8,712 | 15.2% | $67.40万 | 加仓 |
| IGIB | ISHARES TR | $572.15万 | 3.44% | 108,384 | 10,041 | 10.2% | $53.01万 | 加仓 |
| GLD | SPDR GOLD TR | $814.97万 | 4.90% | 22,496 | -8,889 | -28.3% | -$322.02万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,303.15万 | 7.84% | 328,425 | -6,135 | -1.8% | -$24.34万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,754.98万 | 22.60% | 51,717 | 9,142 | 21.5% | $663.77万 | 加仓 |