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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,555 | -100.0% | -$22.32万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -950 | -100.0% | -$17.47万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,056 | -100.0% | -$16.20万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -3,270 | -100.0% | -$14.92万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -2,300 | -100.0% | -$12.38万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -835 | -100.0% | -$9.97万 | 清仓 |
| ASHR | DBX ETF TR | $0 | 0.00% | 0 | -550 | -100.0% | -$1.81万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -550 | -100.0% | -$1.23万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1.15万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -300 | -100.0% | -$1.11万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1.09万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -17 | -100.0% | -$8,884 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$7,284 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$6,551 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -48 | -100.0% | -$4,049 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,385 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $3,183 | 0.00% | 36 | -84 | -70.0% | -$7,427 | 减仓 |
| SLB | SLB LIMITED | $4,111 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5,097 | 0.00% | 59 | -250 | -80.9% | -$2.16万 | 减仓 |
| AZO | AUTOZONE INC | $6,756 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $7,035 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $7,204 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $7,569 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $8,104 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $8,518 | 0.00% | 273 | 273 | — | $8,518 | 新建仓 |
| AMAT | APPLIED MATLS INC | $9,570 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $9,794 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $9,840 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $9,967 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.03万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.05万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.07万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1.09万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $1.11万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $1.23万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.24万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.30万 | 0.01% | 15 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.49万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $1.49万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.50万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.51万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.52万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.52万 | 0.01% | 170 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| EUHY | ISHARES INC | $1.63万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1.65万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.07万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2.09万 | 0.01% | 110 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.37万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.55万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.72万 | 0.01% | 645 | 192 | 42.4% | $8,095 | 加仓 |
| GEV | GE VERNOVA INC | $2.79万 | 0.01% | 32 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.95万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.97万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $2.98万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $3.05万 | 0.02% | 2,759 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $3.08万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.20万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.22万 | 0.02% | 2,060 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3.29万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $3.42万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.48万 | 0.02% | 426 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.62万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.86万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.86万 | 0.02% | 576 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3.88万 | 0.02% | 201 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $4.04万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4.29万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $4.35万 | 0.02% | 1,040 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $4.37万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.56万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.58万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $4.60万 | 0.02% | 660 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $4.99万 | 0.03% | 890 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.01万 | 0.03% | 1,745 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $5.06万 | 0.03% | 635 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $5.07万 | 0.03% | 110 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $5.07万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $5.13万 | 0.03% | 156 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.22万 | 0.03% | 109 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.24万 | 0.03% | 155 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $5.32万 | 0.03% | 1,601 | 516 | 47.6% | $1.71万 | 加仓 |
| HEDJ | WISDOMTREE TR | $5.35万 | 0.03% | 1,022 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $5.38万 | 0.03% | 308 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $5.63万 | 0.03% | 735 | 0 | 0.0% | — | 不变 |