Lewis Asset Management, LLC
LAFAYETTE CA · SEC CIK 0002004520
$2.45亿2026Q1 申报市值
199持仓数
31.8%前十大占比 · 第一大 6.1%
32 / 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
OKE 新建仓+$92.65万
MNRO 新建仓+$76.51万
AMZN 加仓+$69.56万
CARY 加仓+$67.52万
ICOW 新建仓+$66.80万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$169.36万
AES 清仓-$155.90万
ENB 减仓-$83.32万
LNG 减仓-$69.47万
TEAM 清仓-$69.17万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $327.82万 | 1.34% | 57,836 | 3,367 | 6.2% | $19.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $330.81万 | 1.35% | 3,320 | 14 | 0.4% | $1.39万 | 加仓 |
| WMT | WALMART INC | $335.08万 | 1.37% | 26,962 | 50 | 0.2% | $6,214 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $359.58万 | 1.47% | 14,710 | -498 | -3.3% | -$12.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $393.33万 | 1.61% | 8,208 | -244 | -2.9% | -$11.69万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $394.64万 | 1.61% | 8,520 | 30 | 0.4% | $1.39万 | 加仓 |
| QXO | QXO INC | $421.03万 | 1.72% | 216,800 | 34,020 | 18.6% | $66.07万 | 加仓 |
| SDY | SPDR SERIES TRUST | $421.74万 | 1.72% | 28,898 | -502 | -1.7% | -$7.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $440.91万 | 1.80% | 10,094 | -141 | -1.4% | -$6.16万 | 减仓 |
| AVGO | BROADCOM INC | $443.06万 | 1.81% | 14,315 | 252 | 1.8% | $7.80万 | 加仓 |
| GOOG | ALPHABET INC | $508.42万 | 2.08% | 17,723 | -1,330 | -7.0% | -$38.15万 | 减仓 |
| META | META PLATFORMS INC | $532.79万 | 2.18% | 9,312 | 318 | 3.5% | $18.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $533.71万 | 2.18% | 14,418 | 128 | 0.9% | $4.74万 | 加仓 |
| GOOGL | ALPHABET INC | $573.53万 | 2.34% | 19,945 | -100 | -0.5% | -$2.88万 | 减仓 |
| AMZN | AMAZON COM INC | $787.37万 | 3.22% | 37,805 | 3,340 | 9.7% | $69.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,074.07万 | 4.39% | 16,516 | 98 | 0.6% | $6.37万 | 加仓 |
| AAPL | APPLE INC | $1,404.58万 | 5.74% | 55,344 | -246 | -0.4% | -$6.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,490.00万 | 6.09% | 85,436 | -9,711 | -10.2% | -$169.36万 | 减仓 |