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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,768.82万 | 13.99% | 42,575 | 3,631 | 9.3% | $236.14万 | 加仓 |
| ESGD | ISHARES TR | $2,194.98万 | 11.09% | 229,552 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1,350.47万 | 6.82% | 31,385 | 1 | 0.0% | $430 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,280.03万 | 6.47% | 334,560 | 121,403 | 57.0% | $464.49万 | 加仓 |
| SUSB | ISHARES TR | $1,137.00万 | 5.74% | 457,113 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $519.10万 | 2.62% | 98,343 | 7,045 | 7.7% | $37.19万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $493.86万 | 2.49% | 75,920 | -976 | -1.3% | -$6.35万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $451.84万 | 2.28% | 57,425 | 7,405 | 14.8% | $58.27万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $446.66万 | 2.26% | 71,949 | 32,485 | 82.3% | $201.67万 | 加仓 |
| IBND | SPDR SERIES TRUST | $388.89万 | 1.96% | 125,704 | 282 | 0.2% | $8,724 | 加仓 |
| SJNK | SPDR SERIES TRUST | $378.32万 | 1.91% | 153,241 | 29,457 | 23.8% | $72.72万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $366.42万 | 1.85% | 52,078 | -7,223 | -12.2% | -$50.82万 | 减仓 |
| IBDU | ISHARES TR | $350.03万 | 1.77% | 151,643 | 130 | 0.1% | $3,001 | 加仓 |
| TLH | ISHARES TR | $339.37万 | 1.71% | 33,948 | 33 | 0.1% | $3,299 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $334.42万 | 1.69% | 98,012 | -1,164 | -1.2% | -$3.97万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $327.56万 | 1.65% | 55,362 | 1,320 | 2.4% | $7.81万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $317.50万 | 1.60% | 44,263 | 20,579 | 86.9% | $147.61万 | 加仓 |
| GDX | VANECK ETF TRUST | $314.10万 | 1.59% | 34,227 | 1,909 | 5.9% | $17.52万 | 加仓 |
| IEF | ISHARES TR | $273.65万 | 1.38% | 28,863 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $254.98万 | 1.29% | 40,680 | 3,753 | 10.2% | $23.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $248.30万 | 1.25% | 4,302 | -335 | -7.2% | -$19.34万 | 减仓 |
| AMZN | AMAZON COM INC | $240.91万 | 1.22% | 11,567 | 112 | 1.0% | $2.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $240.35万 | 1.21% | 6,493 | 115 | 1.8% | $4.26万 | 加仓 |
| IBDT | ISHARES TR | $237.13万 | 1.20% | 94,311 | 1,043 | 1.1% | $2.62万 | 加仓 |
| SHY | ISHARES TR | $206.40万 | 1.04% | 25,146 | 598 | 2.4% | $4.91万 | 加仓 |
| IBDV | ISHARES TR | $205.29万 | 1.04% | 94,493 | 6,731 | 7.7% | $14.62万 | 加仓 |
| EFA | ISHARES TR | $191.34万 | 0.97% | 19,699 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $185.02万 | 0.93% | 31,461 | 2,366 | 8.1% | $13.91万 | 加仓 |
| QLTA | ISHARES TR | $180.47万 | 0.91% | 38,216 | -93 | -0.2% | -$4,392 | 减仓 |
| SGOV | ISHARES TR | $171.35万 | 0.87% | 17,123 | -17,938 | -51.2% | -$179.51万 | 减仓 |
| CWB | SPDR SERIES TRUST | $133.77万 | 0.68% | 14,651 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $131.29万 | 0.66% | 14,106 | 1,169 | 9.0% | $10.88万 | 加仓 |
| — | GLOBAL X FDS | $116.27万 | 0.59% | 31,504 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $103.31万 | 0.52% | 22,721 | 13,947 | 159.0% | $63.42万 | 加仓 |
| AAPL | APPLE INC | $97.51万 | 0.49% | 3,842 | -700 | -15.4% | -$17.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $94.19万 | 0.48% | 1,350 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $91.24万 | 0.46% | 16,144 | 238 | 1.5% | $1.35万 | 加仓 |
| CAT | CATERPILLAR INC | $88.39万 | 0.45% | 1,250 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $82.39万 | 0.42% | 47,568 | 2,003 | 4.4% | $3.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $76.98万 | 0.39% | 31,104 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $74.50万 | 0.38% | 2,597 | -850 | -24.7% | -$24.38万 | 减仓 |
| EWU | ISHARES TR | $73.13万 | 0.37% | 16,051 | 182 | 1.1% | $8,292 | 加仓 |
| GOOGL | ALPHABET INC | $71.37万 | 0.36% | 2,482 | 69 | 2.9% | $1.98万 | 加仓 |
| VHT | VANGUARD WORLD FD | $69.44万 | 0.35% | 2,550 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $58.83万 | 0.30% | 3,373 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $56.61万 | 0.29% | 3,500 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $53.89万 | 0.27% | 128 | 75 | 141.5% | $31.58万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $53.71万 | 0.27% | 28,400 | 4,400 | 18.3% | $8.32万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $49.92万 | 0.25% | 11,497 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $49.17万 | 0.25% | 6,641 | -363 | -5.2% | -$2.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $47.53万 | 0.24% | 1,624 | 0 | 0.0% | — | 不变 |
| HEWJ | ISHARES TR | $38.65万 | 0.20% | 6,868 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.04万 | 0.18% | 1,878 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.04万 | 0.18% | 7,300 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $34.32万 | 0.17% | 3,893 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.97万 | 0.17% | 1,091 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $32.79万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $31.93万 | 0.16% | 4,994 | 2,931 | 142.1% | $18.74万 | 加仓 |
| ITA | ISHARES TR | $31.43万 | 0.16% | 1,437 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.38万 | 0.15% | 5,621 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $29.56万 | 0.15% | 1,400 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $28.57万 | 0.14% | 15,619 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $28.33万 | 0.14% | 2,600 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $27.90万 | 0.14% | 3,547 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.62万 | 0.14% | 2,707 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $27.24万 | 0.14% | 2,482 | 2,126 | 597.2% | $23.33万 | 加仓 |
| META | META PLATFORMS INC | $26.78万 | 0.14% | 468 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.75万 | 0.14% | 1,240 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $26.65万 | 0.13% | 9,313 | 4,617 | 98.3% | $13.21万 | 加仓 |
| KO | COCA COLA CO | $26.56万 | 0.13% | 3,492 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $26.36万 | 0.13% | 2,850 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $23.15万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $22.85万 | 0.12% | 1,018 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $22.79万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $22.28万 | 0.11% | 4,571 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $22.25万 | 0.11% | 9,313 | 4,246 | 83.8% | $10.14万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $21.61万 | 0.11% | 1,626 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $21.17万 | 0.11% | 2,522 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.85万 | 0.11% | 418 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.26万 | 0.10% | 3,162 | 1,122 | 55.0% | $7.19万 | 加仓 |
| IBB | ISHARES TR | $20.26万 | 0.10% | 1,200 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.13万 | 0.10% | 2,680 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $19.72万 | 0.10% | 795 | 0 | 0.0% | — | 不变 |
| BWZ | SPDR SERIES TRUST | $19.51万 | 0.10% | 7,271 | 814 | 12.6% | $2.18万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $18.84万 | 0.10% | 2,575 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $18.70万 | 0.09% | 3,910 | 397 | 11.3% | $1.90万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $18.51万 | 0.09% | 1,412 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $17.83万 | 0.09% | 1,051 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $17.74万 | 0.09% | 1,343 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $17.70万 | 0.09% | 476 | -30 | -5.9% | -$1.12万 | 减仓 |
| IVV | ISHARES TR | $16.79万 | 0.08% | 257 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $16.59万 | 0.08% | 536 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $16.18万 | 0.08% | 716 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $15.80万 | 0.08% | 1,400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $15.54万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $15.37万 | 0.08% | 7,570 | 4,000 | 112.0% | $8.12万 | 加仓 |
| YUM | YUM BRANDS INC | $15.08万 | 0.08% | 970 | 0 | 0.0% | — | 不变 |
| GHYG | ISHARES INC | $15.06万 | 0.08% | 3,373 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $14.80万 | 0.07% | 1,669 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $14.74万 | 0.07% | 1,628 | 0 | 0.0% | — | 不变 |