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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -4,266 | -100.0% | -$69.17万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,128 | -100.0% | -$50.20万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,149 | -100.0% | -$47.14万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -5,760 | -100.0% | -$41.25万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -31,500 | -100.0% | -$39.15万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -6,950 | -100.0% | -$31.18万 | 清仓 |
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -2,805 | -100.0% | -$30.76万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,677 | -100.0% | -$29.80万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -8,200 | -100.0% | -$28.26万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,460 | -100.0% | -$26.34万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,115 | -100.0% | -$25.94万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | AON PLC | $0 | 0.00% | 0 | -609 | -100.0% | -$21.49万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,068 | -100.0% | -$20.20万 | 清仓 |
| — | CANOPY GROWTH CORP | $0 | 0.00% | 0 | -10,049 | -100.0% | -$1.15万 | 清仓 |