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 |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -229,552 | -100.0% | -$2,194.98万 | 清仓 |
| SUSB | ISHARES TR | $0 | 0.00% | 0 | -457,113 | -100.0% | -$1,137.00万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -28,863 | -100.0% | -$273.65万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -31,504 | -100.0% | -$116.27万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,497 | -100.0% | -$49.92万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,669 | -100.0% | -$14.80万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -2,117 | -100.0% | -$10.76万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,882 | -100.0% | -$7.63万 | 清仓 |
| YYY | AMPLIFY ETF TR | $0 | 0.00% | 0 | -6,400 | -100.0% | -$6.99万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -360 | -100.0% | -$2.21万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -110 | -100.0% | -$2.09万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -74 | -100.0% | -$8,104 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -36 | -100.0% | -$3,183 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $709 | 0.00% | 8 | -142 | -94.7% | -$1.26万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,381 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2,781 | 0.00% | 17 | 17 | — | $2,781 | 新建仓 |
| PFE | PFIZER INC | $3,612 | 0.00% | 150 | 150 | — | $3,612 | 新建仓 |
| SLB | SLB LIMITED | $3,719 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $3,820 | 0.00% | 12 | 12 | — | $3,820 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4,427 | 0.00% | 50 | 50 | — | $4,427 | 新建仓 |
| LEN | LENNAR CORP | $5,339 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $5,553 | 0.00% | 48 | 48 | — | $5,553 | 新建仓 |
| PWR | QUANTA SVCS INC | $5,760 | 0.00% | 8 | 8 | — | $5,760 | 新建仓 |
| AZO | AUTOZONE INC | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $6,632 | 0.00% | 139 | 139 | — | $6,632 | 新建仓 |
| AEE | AMEREN CORP | $7,235 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7,242 | 0.00% | 20 | 20 | — | $7,242 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $7,542 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $7,560 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $7,837 | 0.00% | 35 | -681 | -95.1% | -$15.25万 | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $8,345 | 0.01% | 60 | 60 | — | $8,345 | 新建仓 |
| — | GLOBAL X FDS | $8,500 | 0.01% | 236 | 236 | — | $8,500 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,718 | 0.01% | 30 | 30 | — | $8,718 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $9,472 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| IDGT | ISHARES TR | $9,579 | 0.01% | 80 | 80 | — | $9,579 | 新建仓 |
| F | FORD MTR CO | $9,730 | 0.01% | 700 | 700 | — | $9,730 | 新建仓 |
| TMUS | T-MOBILE US INC | $9,896 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $9,909 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $9,925 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.05万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.11万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.11万 | 0.01% | 116 | 116 | — | $1.11万 | 新建仓 |
| — | KRANESHARES TRUST | $1.13万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.13万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.14万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $1.14万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.15万 | 0.01% | 61 | 61 | — | $1.15万 | 新建仓 |
| CTAS | CINTAS CORP | $1.19万 | 0.01% | 70 | 70 | — | $1.19万 | 新建仓 |
| URA | GLOBAL X FDS | $1.22万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $1.22万 | 0.01% | 74 | 74 | — | $1.22万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.23万 | 0.01% | 161 | 161 | — | $1.23万 | 新建仓 |
| HYG | ISHARES TR | $1.24万 | 0.01% | 155 | -984 | -86.4% | -$7.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.34万 | 0.01% | 153 | 153 | — | $1.34万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1.35万 | 0.01% | 38 | 38 | — | $1.35万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1.35万 | 0.01% | 62 | 8 | 14.8% | $1,748 | 加仓 |
| EZU | ISHARES INC | $1.37万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.38万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.42万 | 0.01% | 47 | 47 | — | $1.42万 | 新建仓 |
| CVS | CVS HEALTH CORP | $1.45万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1.47万 | 0.01% | 90 | 90 | — | $1.47万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1.47万 | 0.01% | 44 | 44 | — | $1.47万 | 新建仓 |
| TGT | TARGET CORP | $1.48万 | 0.01% | 113 | 113 | — | $1.48万 | 新建仓 |
| NOW | SERVICENOW INC | $1.49万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $1.49万 | 0.01% | 51 | 51 | — | $1.49万 | 新建仓 |
| DIS | DISNEY WALT CO | $1.51万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.53万 | 0.01% | 68 | 68 | — | $1.53万 | 新建仓 |
| CSX | CSX CORP | $1.58万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1.60万 | 0.01% | 330 | 330 | — | $1.60万 | 新建仓 |
| ORCL | ORACLE CORP | $1.60万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $1.60万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1.60万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1.63万 | 0.01% | 400 | 400 | — | $1.63万 | 新建仓 |
| CMI | CUMMINS INC | $1.64万 | 0.01% | 23 | 23 | — | $1.64万 | 新建仓 |
| EUHY | ISHARES INC | $1.69万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.74万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.74万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.79万 | 0.01% | 50 | 50 | — | $1.79万 | 新建仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $1.84万 | 0.01% | 300 | 300 | — | $1.84万 | 新建仓 |
| EBAY | EBAY INC. | $1.84万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.97万 | 0.01% | 199 | 199 | — | $1.97万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $2.02万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2.06万 | 0.01% | 103 | 103 | — | $2.06万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2.11万 | 0.01% | 1,013 | 1,013 | — | $2.11万 | 新建仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $2.14万 | 0.01% | 1,034 | 1,034 | — | $2.14万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $2.17万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2.31万 | 0.01% | 300 | 300 | — | $2.31万 | 新建仓 |
| SO | SOUTHERN CO | $2.35万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2.38万 | 0.01% | 55 | 55 | — | $2.38万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $2.39万 | 0.01% | 94 | 94 | — | $2.39万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.65万 | 0.02% | 550 | 550 | — | $2.65万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2.76万 | 0.02% | 640 | -910 | -58.7% | -$3.93万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $2.84万 | 0.02% | 412 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.85万 | 0.02% | 645 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.86万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.88万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $2.92万 | 0.02% | 503 | 503 | — | $2.92万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.95万 | 0.02% | 105 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $3.03万 | 0.02% | 1,105 | 1,105 | — | $3.03万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $3.03万 | 0.02% | 100 | 100 | — | $3.03万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $3.29万 | 0.02% | 89 | 89 | — | $3.29万 | 新建仓 |