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 |
|---|---|---|---|---|---|---|---|---|
| URA | GLOBAL X FDS | $1.36万 | 0.01% | 280 | -435 | -60.8% | -$2.11万 | 减仓 |
| MCK | MCKESSON CORP | $1.30万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.24万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $1.23万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $1.11万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1.09万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.07万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.05万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.03万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $9,967 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $9,840 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $9,794 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $9,570 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $8,518 | 0.00% | 273 | 273 | — | $8,518 | 新建仓 |
| DLTR | DOLLAR TREE INC | $8,104 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $7,569 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $7,204 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $7,035 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $6,756 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5,097 | 0.00% | 59 | -250 | -80.9% | -$2.16万 | 减仓 |
| SLB | SLB LIMITED | $4,111 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $3,183 | 0.00% | 36 | -84 | -70.0% | -$7,427 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,385 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| 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 |