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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $14.06万 | 0.08% | 520 | 20 | 4.0% | $5,406 | 加仓 |
| DXJ | WISDOMTREE TR | $13.97万 | 0.08% | 805 | 485 | 151.6% | $8.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.65万 | 0.08% | 235 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $12.67万 | 0.08% | 5,585 | -3,728 | -40.0% | -$8.46万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $12.14万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.46万 | 0.06% | 209 | 100 | 91.7% | $5.00万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $10.33万 | 0.06% | 9,530 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $10.32万 | 0.06% | 1,050 | 1,050 | — | $10.32万 | 新建仓 |
| MRK | MERCK & CO INC | $10.13万 | 0.06% | 788 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $9.87万 | 0.06% | 3,237 | -176 | -5.2% | -$5,366 | 减仓 |
| XNTK | SPDR SERIES TRUST | $9.77万 | 0.06% | 250 | 250 | — | $9.77万 | 新建仓 |
| WMT | WALMART INC | $9.72万 | 0.06% | 859 | 223 | 35.1% | $2.52万 | 加仓 |
| ACWI | ISHARES TR | $9.58万 | 0.06% | 610 | 610 | — | $9.58万 | 新建仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $9.47万 | 0.06% | 1,660 | 1,660 | — | $9.47万 | 新建仓 |
| PEP | PEPSICO INC | $9.44万 | 0.06% | 697 | 0 | 0.0% | — | 不变 |
| HEEM | ISHARES INC | $9.39万 | 0.06% | 2,100 | 2,100 | — | $9.39万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $9.28万 | 0.06% | 3,033 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR | $9.21万 | 0.06% | 650 | 650 | — | $9.21万 | 新建仓 |
| EWG | ISHARES INC | $9.20万 | 0.06% | 2,223 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $8.81万 | 0.05% | 345 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $8.72万 | 0.05% | 2,000 | 2,000 | — | $8.72万 | 新建仓 |
| SLV | ISHARES SILVER TR | $8.69万 | 0.05% | 1,626 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $8.63万 | 0.05% | 1,261 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $8.58万 | 0.05% | 530 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $8.58万 | 0.05% | 801 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8.35万 | 0.05% | 1,835 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $8.32万 | 0.05% | 460 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $8.16万 | 0.05% | 497 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8.13万 | 0.05% | 594 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $8.02万 | 0.05% | 358 | -358 | -50.0% | -$8.02万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $7.91万 | 0.05% | 358 | 358 | — | $7.91万 | 新建仓 |
| ADSK | AUTODESK INC | $7.45万 | 0.04% | 383 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.40万 | 0.04% | 155 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $7.28万 | 0.04% | 72 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $7.27万 | 0.04% | 3,570 | -4,000 | -52.8% | -$8.15万 | 减仓 |
| ZTS | ZOETIS INC | $7.19万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $7.16万 | 0.04% | 1,690 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $6.94万 | 0.04% | 230 | -80 | -25.8% | -$2.41万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $6.74万 | 0.04% | 182 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $6.68万 | 0.04% | 291 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $6.54万 | 0.04% | 426 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $6.53万 | 0.04% | 890 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $6.49万 | 0.04% | 696 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $6.30万 | 0.04% | 310 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $6.07万 | 0.04% | 1,601 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $6.00万 | 0.04% | 3,000 | 3,000 | — | $6.00万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5.99万 | 0.04% | 64 | 33 | 106.5% | $3.09万 | 加仓 |
| IPAC | ISHARES TR | $5.92万 | 0.04% | 723 | 723 | — | $5.92万 | 新建仓 |
| CSCO | CISCO SYS INC | $5.87万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $5.83万 | 0.04% | 1,022 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.71万 | 0.03% | 90 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $5.64万 | 0.03% | 735 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $5.47万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $5.46万 | 0.03% | 160 | 160 | — | $5.46万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $5.42万 | 0.03% | 327 | 32 | 10.8% | $5,304 | 加仓 |
| ADI | ANALOG DEVICES INC | $5.36万 | 0.03% | 135 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $5.33万 | 0.03% | 712 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $5.29万 | 0.03% | 953 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $5.25万 | 0.03% | 635 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $5.01万 | 0.03% | 576 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $5.01万 | 0.03% | 142 | -14 | -9.0% | -$4,938 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $5.00万 | 0.03% | 2,650 | 2,650 | — | $5.00万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $4.82万 | 0.03% | 329 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES SWISS | $4.74万 | 0.03% | 435 | 435 | — | $4.74万 | 新建仓 |
| APH | AMPHENOL CORP | $4.58万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $4.57万 | 0.03% | 241 | 40 | 19.9% | $7,589 | 加仓 |
| COIN | COINBASE GLOBAL INC | $4.50万 | 0.03% | 308 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $4.41万 | 0.03% | 1,040 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $4.37万 | 0.03% | 110 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4.26万 | 0.03% | 272 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4.14万 | 0.02% | 2,610 | -44,958 | -94.5% | -$71.39万 | 减仓 |
| T | AT&T INC | $4.03万 | 0.02% | 1,945 | 200 | 11.5% | $4,140 | 加仓 |
| IBND | SPDR SERIES TRUST | $3.97万 | 0.02% | 1,274 | -124,430 | -99.0% | -$387.97万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.97万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $3.86万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $3.86万 | 0.02% | 205 | 205 | — | $3.86万 | 新建仓 |
| NFLX | NETFLIX INC. | $3.86万 | 0.02% | 540 | 120 | 28.6% | $8,568 | 加仓 |
| ACWX | ISHARES TR | $3.80万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $3.76万 | 0.02% | 32 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.76万 | 0.02% | 322 | 122 | 61.0% | $1.42万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.65万 | 0.02% | 2,060 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $3.63万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $3.61万 | 0.02% | 2,759 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.61万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.52万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $3.34万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $3.31万 | 0.02% | 857 | 857 | — | $3.31万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $3.29万 | 0.02% | 89 | 89 | — | $3.29万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $3.03万 | 0.02% | 100 | 100 | — | $3.03万 | 新建仓 |
| HDV | ISHARES TR | $3.03万 | 0.02% | 1,105 | 1,105 | — | $3.03万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.95万 | 0.02% | 105 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $2.92万 | 0.02% | 503 | 503 | — | $2.92万 | 新建仓 |
| BLK | BLACKROCK INC | $2.88万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.86万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.85万 | 0.02% | 645 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $2.84万 | 0.02% | 412 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2.76万 | 0.02% | 640 | -910 | -58.7% | -$3.93万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.65万 | 0.02% | 550 | 550 | — | $2.65万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $2.39万 | 0.01% | 94 | 94 | — | $2.39万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $2.38万 | 0.01% | 55 | 55 | — | $2.38万 | 新建仓 |