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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $23.47万 | 0.08% | 988 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $23.37万 | 0.08% | 2,056 | 52 | 2.6% | $5,911 | 重新持有 |
| ET | ENERGY TRANSFER L P | $22.98万 | 0.08% | 12,021 | 1,021 | 9.3% | $1.95万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.95万 | 0.08% | 1,377 | 122 | 9.7% | $2.03万 | 加仓 |
| — | AMPLIFY ETF TR | $22.89万 | 0.08% | 2,840 | 2,840 | — | $22.89万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.88万 | 0.08% | 479 | 479 | — | $22.88万 | 新建仓 |
| SHY | ISHARES TR | $21.93万 | 0.08% | 2,671 | 24 | 0.9% | $1,971 | 加仓 |
| IWF | ISHARES TR | $21.75万 | 0.08% | 1,752 | 1,314 | 300.0% | $16.32万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.75万 | 0.08% | 434 | 434 | — | $21.75万 | 新建仓 |
| SYY | SYSCO CORP | $21.59万 | 0.08% | 2,583 | -310 | -10.7% | -$2.59万 | 重新持有 |
| DFTX | DEFINIUM THERAPEUTICS INC | $21.57万 | 0.08% | 4,585 | 4,585 | — | $21.57万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $21.46万 | 0.08% | 4,661 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $21.09万 | 0.07% | 2,186 | 2,186 | — | $21.09万 | 新建仓 |
| TOST | TOAST INC | $20.92万 | 0.07% | 7,518 | -23,400 | -75.7% | -$65.10万 | 减仓 |
| ICLN | ISHARES TR | $20.49万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $20.47万 | 0.07% | 3,475 | 3,475 | — | $20.47万 | 新建仓 |
| HYGV | FLEXSHARES TR | $20.28万 | 0.07% | 5,036 | 5,036 | — | $20.28万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $20.01万 | 0.07% | 1,681 | 1,681 | — | $20.01万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $9.37万 | 0.03% | 10,500 | 10,500 | — | $9.37万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -19,373 | -100.0% | -$139.35万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -10,250 | -100.0% | -$92.65万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -3,197 | -100.0% | -$43.47万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -5,108 | -100.0% | -$26.53万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,907 | -100.0% | -$24.52万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,499 | -100.0% | -$24.32万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,210 | -100.0% | -$21.30万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,423 | -100.0% | -$20.04万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -12,870 | -100.0% | -$17.12万 | 清仓 |