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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,490.00万 | 6.09% | 85,436 | -9,711 | -10.2% | -$169.36万 | 减仓 |
| AAPL | APPLE INC | $1,404.58万 | 5.74% | 55,344 | -246 | -0.4% | -$6.24万 | 减仓 |
| 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 |
| AMZN | AMAZON COM INC | $787.37万 | 3.22% | 37,805 | 3,340 | 9.7% | $69.56万 | 加仓 |
| GOOGL | ALPHABET INC | $573.53万 | 2.34% | 19,945 | -100 | -0.5% | -$2.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $533.71万 | 2.18% | 14,418 | 128 | 0.9% | $4.74万 | 加仓 |
| META | META PLATFORMS INC | $532.79万 | 2.18% | 9,312 | 318 | 3.5% | $18.19万 | 加仓 |
| GOOG | ALPHABET INC | $508.42万 | 2.08% | 17,723 | -1,330 | -7.0% | -$38.15万 | 减仓 |
| AVGO | BROADCOM INC | $443.06万 | 1.81% | 14,315 | 252 | 1.8% | $7.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $440.91万 | 1.80% | 10,094 | -141 | -1.4% | -$6.16万 | 减仓 |
| SDY | SPDR SERIES TRUST | $421.74万 | 1.72% | 28,898 | -502 | -1.7% | -$7.33万 | 减仓 |
| QXO | QXO INC | $421.03万 | 1.72% | 216,800 | 34,020 | 18.6% | $66.07万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $394.64万 | 1.61% | 8,520 | 30 | 0.4% | $1.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $393.33万 | 1.61% | 8,208 | -244 | -2.9% | -$11.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $359.58万 | 1.47% | 14,710 | -498 | -3.3% | -$12.17万 | 减仓 |
| WMT | WALMART INC | $335.08万 | 1.37% | 26,962 | 50 | 0.2% | $6,214 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $330.81万 | 1.35% | 3,320 | 14 | 0.4% | $1.39万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $327.82万 | 1.34% | 57,836 | 3,367 | 6.2% | $19.08万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $309.11万 | 1.26% | 60,569 | 2,914 | 5.1% | $14.87万 | 加仓 |
| ABBV | ABBVIE INC | $295.56万 | 1.21% | 13,589 | 1,877 | 16.0% | $40.82万 | 加仓 |
| ORCL | ORACLE CORP | $278.62万 | 1.14% | 18,939 | -43 | -0.2% | -$6,326 | 减仓 |
| IJR | ISHARES TR | $254.91万 | 1.04% | 20,506 | -185 | -0.9% | -$2.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $251.31万 | 1.03% | 12,147 | 167 | 1.4% | $3.46万 | 加仓 |
| LLY | ELI LILLY & CO | $246.58万 | 1.01% | 2,681 | 540 | 25.2% | $49.67万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $228.39万 | 0.93% | 5,850 | 1,138 | 24.2% | $44.43万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $226.57万 | 0.93% | 3,674 | -7 | -0.2% | -$4,317 | 减仓 |
| QQQ | INVESCO QQQ TR | $220.85万 | 0.90% | 3,826 | -122 | -3.1% | -$7.04万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $218.92万 | 0.90% | 230,924 | 3,754 | 1.7% | $3.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $210.28万 | 0.86% | 14,559 | 213 | 1.5% | $3.08万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $208.55万 | 0.85% | 64,090 | 2,200 | 3.6% | $7.16万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $206.95万 | 0.85% | 2,446 | 7 | 0.3% | $5,923 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $200.21万 | 0.82% | 96,380 | 32,505 | 50.9% | $67.52万 | 加仓 |
| — | EXXON MOBIL CORP | $196.83万 | 0.80% | 11,601 | 656 | 6.0% | $11.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $180.29万 | 0.74% | 8,863 | -372 | -4.0% | -$7.57万 | 减仓 |
| MCD | MCDONALDS CORP | $180.09万 | 0.74% | 5,795 | 2 | 0.0% | $622 | 加仓 |
| LNG | CHENIERE ENERGY INC | $178.86万 | 0.73% | 6,303 | -2,448 | -28.0% | -$69.47万 | 减仓 |
| CSCO | CISCO SYS INC | $177.98万 | 0.73% | 22,939 | 1,286 | 5.9% | $9.98万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $173.39万 | 0.71% | 16,888 | 8 | 0.0% | $821 | 加仓 |
| IWO | ISHARES TR | $161.18万 | 0.66% | 5,136 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $150.80万 | 0.62% | 8,312 | -165 | -1.9% | -$2.99万 | 减仓 |
| VLO | VALERO ENERGY CORP | $145.79万 | 0.60% | 5,900 | 151 | 2.6% | $3.73万 | 加仓 |
| V | VISA INC | $143.61万 | 0.59% | 4,751 | 438 | 10.2% | $13.24万 | 加仓 |
| COWZ | PACER FDS TR | $141.59万 | 0.58% | 22,633 | 10,245 | 82.7% | $64.09万 | 加仓 |
| URA | GLOBAL X FDS | $139.41万 | 0.57% | 28,786 | -345 | -1.2% | -$1.67万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $139.35万 | 0.57% | 19,373 | 716 | 3.8% | $5.15万 | 加仓 |
| ROST | ROSS STORES INC | $132.14万 | 0.54% | 6,100 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $130.87万 | 0.54% | 52,875 | 7,387 | 16.2% | $18.28万 | 加仓 |
| KO | COCA COLA CO | $126.73万 | 0.52% | 16,664 | 704 | 4.4% | $5.35万 | 加仓 |
| RTX | RTX CORPORATION | $126.47万 | 0.52% | 6,556 | 191 | 3.0% | $3.68万 | 加仓 |
| SPYI | NEOS ETF TRUST | $126.02万 | 0.52% | 25,526 | 8,107 | 46.5% | $40.02万 | 加仓 |
| TSLA | TESLA INC | $124.24万 | 0.51% | 3,342 | 82 | 2.5% | $3.05万 | 加仓 |
| AMGN | AMGEN INC | $119.24万 | 0.49% | 3,389 | 177 | 5.5% | $6.23万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $117.52万 | 0.48% | 4,343 | 491 | 12.7% | $13.29万 | 加仓 |
| IEF | ISHARES TR | $114.01万 | 0.47% | 11,946 | -530 | -4.2% | -$5.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $110.74万 | 0.45% | 3,765 | 61 | 1.6% | $1.79万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $104.67万 | 0.43% | 6,331 | 192 | 3.1% | $3.17万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $103.44万 | 0.42% | 10,779 | -236 | -2.1% | -$2.26万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $100.43万 | 0.41% | 20,007 | 283 | 1.4% | $1.42万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $100.39万 | 0.41% | 18,081 | 1,720 | 10.5% | $9.55万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $99.64万 | 0.41% | 11,702 | -103 | -0.9% | -$8,770 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $97.28万 | 0.40% | 7,320 | -285 | -3.7% | -$3.79万 | 减仓 |
| — | HONEYWELL INTL INC | $96.99万 | 0.40% | 4,291 | -50 | -1.2% | -$1.13万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $95.00万 | 0.39% | 26,155 | 50 | 0.2% | $1,816 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $93.96万 | 0.38% | 3,106 | -43 | -1.4% | -$1.30万 | 减仓 |
| OKE | ONEOK INC NEW | $92.65万 | 0.38% | 10,250 | 10,250 | — | $92.65万 | 新建仓 |
| TJX | TJX COS INC NEW | $91.44万 | 0.37% | 5,726 | 26 | 0.5% | $4,152 | 加仓 |
| MCK | MCKESSON CORP | $90.00万 | 0.37% | 1,040 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $88.26万 | 0.36% | 4,131 | -610 | -12.9% | -$13.03万 | 减仓 |
| AMAT | APPLIED MATLS INC | $88.00万 | 0.36% | 2,575 | 1 | 0.0% | $342 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $87.77万 | 0.36% | 5,475 | 1,710 | 45.4% | $27.41万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $83.49万 | 0.34% | 48,793 | 3,485 | 7.7% | $5.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $81.97万 | 0.34% | 12,422 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $81.96万 | 0.34% | 30,918 | 16,355 | 112.3% | $43.36万 | 加仓 |
| GEV | GE VERNOVA INC | $81.01万 | 0.33% | 928 | 335 | 56.5% | $29.24万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $80.07万 | 0.33% | 3,656 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $79.45万 | 0.32% | 14,675 | -15,389 | -51.2% | -$83.32万 | 减仓 |
| BX | BLACKSTONE INC | $78.94万 | 0.32% | 6,865 | 592 | 9.4% | $6.81万 | 加仓 |
| NFLX | NETFLIX INC. | $76.76万 | 0.31% | 7,984 | 54 | 0.7% | $5,192 | 加仓 |
| MNRO | MONRO INC | $76.51万 | 0.31% | 47,700 | 47,700 | — | $76.51万 | 新建仓 |
| GWW | WW GRAINGER INC | $76.36万 | 0.31% | 700 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $75.24万 | 0.31% | 2,288 | 126 | 5.8% | $4.14万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $73.97万 | 0.30% | 3,640 | -245 | -6.3% | -$4.98万 | 减仓 |
| LOW | LOWES COS INC | $72.67万 | 0.30% | 3,076 | -142 | -4.4% | -$3.35万 | 减仓 |
| WM | WASTE MGMT INC DEL | $71.76万 | 0.29% | 3,123 | 1 | 0.0% | $230 | 加仓 |
| IFRA | ISHARES TR | $70.86万 | 0.29% | 12,389 | 8,577 | 225.0% | $49.06万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $70.06万 | 0.29% | 11,551 | 253 | 2.2% | $1.53万 | 加仓 |
| CRM | SALESFORCE INC | $67.45万 | 0.28% | 3,613 | -1,933 | -34.9% | -$36.09万 | 减仓 |
| ICOW | PACER FDS TR | $66.80万 | 0.27% | 15,739 | 15,739 | — | $66.80万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $66.34万 | 0.27% | 10,829 | -215 | -1.9% | -$1.32万 | 减仓 |
| VFH | VANGUARD WORLD FD | $65.12万 | 0.27% | 5,390 | 376 | 7.5% | $4.54万 | 加仓 |
| SMH | VANECK ETF TRUST | $63.88万 | 0.26% | 1,666 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $63.64万 | 0.26% | 10,001 | -8,534 | -46.0% | -$54.31万 | 减仓 |
| IGIB | ISHARES TR | $63.43万 | 0.26% | 11,919 | 11,919 | — | $63.43万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $63.38万 | 0.26% | 17,121 | 17,121 | — | $63.38万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $63.29万 | 0.26% | 1,373 | -78 | -5.4% | -$3.60万 | 减仓 |
| LQD | ISHARES TR | $62.31万 | 0.25% | 5,717 | -445 | -7.2% | -$4.85万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $61.64万 | 0.25% | 4,705 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $61.43万 | 0.25% | 12,601 | 24 | 0.2% | $1,170 | 加仓 |
| EMR | EMERSON ELEC CO | $61.13万 | 0.25% | 4,666 | -100 | -2.1% | -$1.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.77万 | 0.25% | 2,507 | 18 | 0.7% | $4,363 | 加仓 |