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 |
|---|---|---|---|---|---|---|---|---|
| EBND | SPDR SERIES TRUST | $14.68万 | 0.07% | 7,185 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $13.86万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $13.02万 | 0.07% | 723 | 124 | 20.7% | $2.23万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $11.83万 | 0.06% | 1,441 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $11.77万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $11.59万 | 0.06% | 126 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $11.08万 | 0.06% | 1,626 | -41 | -2.5% | -$2,794 | 减仓 |
| PEP | PEPSICO INC | $10.82万 | 0.05% | 697 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $10.76万 | 0.05% | 2,117 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $10.31万 | 0.05% | 9,530 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $10.25万 | 0.05% | 3,413 | -547 | -13.8% | -$1.64万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $10.02万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $9.68万 | 0.05% | 1,835 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.66万 | 0.05% | 750 | -60 | -7.4% | -$7,727 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $9.65万 | 0.05% | 594 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $9.48万 | 0.05% | 788 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $9.17万 | 0.05% | 383 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $9.14万 | 0.05% | 3,033 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $8.97万 | 0.05% | 1,139 | 900 | 376.6% | $7.09万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $8.88万 | 0.04% | 801 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $8.82万 | 0.04% | 2,223 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $8.36万 | 0.04% | 1,690 | -479 | -22.1% | -$2.37万 | 减仓 |
| WMT | WALMART INC | $7.90万 | 0.04% | 636 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $7.70万 | 0.04% | 530 | 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 |
| PM | PHILIP MORRIS INTL INC | $7.61万 | 0.04% | 460 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $7.16万 | 0.04% | 1,261 | 133 | 11.8% | $7,553 | 加仓 |
| ITOT | ISHARES TR | $7.08万 | 0.04% | 497 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY ETF TR | $6.99万 | 0.04% | 6,400 | 6,400 | — | $6.99万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6.30万 | 0.03% | 291 | 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 |
| CVX | CHEVRON CORPORATION | $6.10万 | 0.03% | 295 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $6.09万 | 0.03% | 72 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5.95万 | 0.03% | 182 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $5.88万 | 0.03% | 696 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $5.83万 | 0.03% | 310 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $5.82万 | 0.03% | 953 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.78万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $5.74万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $5.63万 | 0.03% | 735 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $5.38万 | 0.03% | 308 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $5.35万 | 0.03% | 1,022 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $5.32万 | 0.03% | 1,601 | 516 | 47.6% | $1.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.24万 | 0.03% | 155 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.22万 | 0.03% | 109 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $5.13万 | 0.03% | 156 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $5.07万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $5.07万 | 0.03% | 110 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.07万 | 0.03% | 90 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.06万 | 0.03% | 272 | -54 | -16.6% | -$1.01万 | 减仓 |
| WFC | WELLS FARGO & CO | $5.06万 | 0.03% | 635 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.01万 | 0.03% | 1,745 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $4.99万 | 0.03% | 890 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $4.78万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $4.72万 | 0.02% | 329 | -49 | -13.0% | -$7,025 | 减仓 |
| GLW | CORNING INC | $4.69万 | 0.02% | 345 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4.63万 | 0.02% | 712 | 712 | — | $4.63万 | 新建仓 |
| IEMG | ISHARES INC | $4.60万 | 0.02% | 660 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.58万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.56万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $4.37万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $4.35万 | 0.02% | 1,040 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4.29万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $4.04万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3.88万 | 0.02% | 201 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.86万 | 0.02% | 576 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.86万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.62万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.48万 | 0.02% | 426 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $3.42万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3.29万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.22万 | 0.02% | 2,060 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.20万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $3.08万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $3.05万 | 0.02% | 2,759 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $2.98万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.97万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.95万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.89万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $2.81万 | 0.01% | 412 | -818 | -66.5% | -$5.58万 | 减仓 |
| GEV | GE VERNOVA INC | $2.79万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.72万 | 0.01% | 645 | 192 | 42.4% | $8,095 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.55万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.37万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.21万 | 0.01% | 235 | 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 |
| DHR | DANAHER CORP DEL | $2.09万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.07万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1.65万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| EUHY | ISHARES INC | $1.63万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $1.60万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.57万 | 0.01% | 150 | -30 | -16.7% | -$3,137 | 减仓 |
| SBUX | STARBUCKS CORP | $1.52万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.52万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.51万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.50万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $1.49万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.49万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1.37万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |