Lewis Asset Management, LLC
LAFAYETTE CA · SEC CIK 0002004520
$2.85亿2026Q2 申报市值
219持仓数
31.1%前十大占比 · 第一大 5.8%
25 / 9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
MU 加仓+$188.61万
COF 新建仓+$186.86万
CAT 加仓+$126.64万
MRVL 新建仓+$126.23万
ABBV 加仓+$65.58万
2026Q2 卖出最多 按季末市值估算
UBER 清仓-$139.35万
OKE 清仓-$92.65万
PANW 减仓-$90.27万
CRWD 减仓-$72.19万
TOST 减仓-$65.10万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $278.59万 | 0.98% | 19,010 | 71 | 0.4% | $1.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $278.65万 | 0.98% | 2,414 | 1,634 | 209.5% | $188.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $293.80万 | 1.03% | 3,990 | 164 | 4.3% | $12.08万 | 加仓 |
| IJR | ISHARES TR | $307.24万 | 1.08% | 20,716 | 210 | 1.0% | $3.11万 | 加仓 |
| CSCO | CISCO SYS INC | $307.77万 | 1.08% | 26,202 | 3,263 | 14.2% | $38.33万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $315.64万 | 1.11% | 61,885 | 1,316 | 2.2% | $6.71万 | 加仓 |
| WMT | WALMART INC | $316.75万 | 1.11% | 27,967 | 1,005 | 3.7% | $11.38万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $318.77万 | 1.12% | 3,408 | 88 | 2.7% | $8.23万 | 加仓 |
| LLY | ELI LILLY & CO | $320.20万 | 1.12% | 2,670 | -11 | -0.4% | -$1.32万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $347.22万 | 1.22% | 61,477 | 3,641 | 6.3% | $20.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $374.24万 | 1.31% | 4,904 | -946 | -16.2% | -$72.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $374.37万 | 1.31% | 14,741 | 31 | 0.2% | $7,873 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $398.86万 | 1.40% | 7,971 | -237 | -2.9% | -$11.86万 | 减仓 |
| QXO | QXO INC | $399.43万 | 1.40% | 231,150 | 14,350 | 6.6% | $24.80万 | 加仓 |
| ABBV | ABBVIE INC | $407.52万 | 1.43% | 16,195 | 2,606 | 19.2% | $65.58万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $445.08万 | 1.56% | 8,520 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $446.53万 | 1.56% | 29,342 | 444 | 1.5% | $6.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $478.48万 | 1.68% | 8,237 | -626 | -7.1% | -$36.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $520.95万 | 1.82% | 60,477 | -87 | -0.1% | -$7,494 | 减仓 |
| META | META PLATFORMS INC | $532.13万 | 1.86% | 9,447 | 135 | 1.4% | $7.60万 | 加仓 |
| AVGO | BROADCOM INC | $537.98万 | 1.88% | 14,242 | -73 | -0.5% | -$2.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $554.45万 | 1.94% | 14,864 | 446 | 3.1% | $16.64万 | 加仓 |
| GOOG | ALPHABET INC | $619.88万 | 2.17% | 17,544 | -179 | -1.0% | -$6.32万 | 减仓 |
| GOOGL | ALPHABET INC | $693.17万 | 2.43% | 19,396 | -549 | -2.8% | -$19.62万 | 减仓 |
| AMZN | AMAZON COM INC | $909.52万 | 3.19% | 38,160 | 355 | 0.9% | $8.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,240.37万 | 4.35% | 16,610 | 94 | 0.6% | $7.02万 | 加仓 |
| AAPL | APPLE INC | $1,603.91万 | 5.62% | 55,429 | 85 | 0.2% | $2.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,661.08万 | 5.82% | 83,017 | -2,419 | -2.8% | -$48.40万 | 减仓 |