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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,661.08万 | 5.82% | 83,017 | -2,419 | -2.8% | -$48.40万 | 减仓 |
| AAPL | APPLE INC | $1,603.91万 | 5.62% | 55,429 | 85 | 0.2% | $2.46万 | 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 |
| AMZN | AMAZON COM INC | $909.52万 | 3.19% | 38,160 | 355 | 0.9% | $8.46万 | 加仓 |
| GOOGL | ALPHABET INC | $693.17万 | 2.43% | 19,396 | -549 | -2.8% | -$19.62万 | 减仓 |
| GOOG | ALPHABET INC | $619.88万 | 2.17% | 17,544 | -179 | -1.0% | -$6.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $554.45万 | 1.94% | 14,864 | 446 | 3.1% | $16.64万 | 加仓 |
| AVGO | BROADCOM INC | $537.98万 | 1.88% | 14,242 | -73 | -0.5% | -$2.76万 | 减仓 |
| META | META PLATFORMS INC | $532.13万 | 1.86% | 9,447 | 135 | 1.4% | $7.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $520.95万 | 1.82% | 60,477 | -87 | -0.1% | -$7,494 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $478.48万 | 1.68% | 8,237 | -626 | -7.1% | -$36.36万 | 减仓 |
| SDY | SPDR SERIES TRUST | $446.53万 | 1.56% | 29,342 | 444 | 1.5% | $6.76万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $445.08万 | 1.56% | 8,520 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $407.52万 | 1.43% | 16,195 | 2,606 | 19.2% | $65.58万 | 加仓 |
| QXO | QXO INC | $399.43万 | 1.40% | 231,150 | 14,350 | 6.6% | $24.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $398.86万 | 1.40% | 7,971 | -237 | -2.9% | -$11.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $374.37万 | 1.31% | 14,741 | 31 | 0.2% | $7,873 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $374.24万 | 1.31% | 4,904 | -946 | -16.2% | -$72.19万 | 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 |
| LLY | ELI LILLY & CO | $320.20万 | 1.12% | 2,670 | -11 | -0.4% | -$1.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $318.77万 | 1.12% | 3,408 | 88 | 2.7% | $8.23万 | 加仓 |
| WMT | WALMART INC | $316.75万 | 1.11% | 27,967 | 1,005 | 3.7% | $11.38万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $315.64万 | 1.11% | 61,885 | 1,316 | 2.2% | $6.71万 | 加仓 |
| CSCO | CISCO SYS INC | $307.77万 | 1.08% | 26,202 | 3,263 | 14.2% | $38.33万 | 加仓 |
| IJR | ISHARES TR | $307.24万 | 1.08% | 20,716 | 210 | 1.0% | $3.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $293.80万 | 1.03% | 3,990 | 164 | 4.3% | $12.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $278.65万 | 0.98% | 2,414 | 1,634 | 209.5% | $188.61万 | 加仓 |
| ORCL | ORACLE CORP | $278.59万 | 0.98% | 19,010 | 71 | 0.4% | $1.04万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $260.55万 | 0.91% | 66,790 | 2,700 | 4.2% | $10.53万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $258.41万 | 0.91% | 3,674 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $254.85万 | 0.89% | 2,520 | 74 | 3.0% | $7.48万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $221.34万 | 0.78% | 15,094 | 535 | 3.7% | $7.85万 | 加仓 |
| CVX | CHEVRON CORPORATION | $209.70万 | 0.73% | 12,651 | 504 | 4.1% | $8.35万 | 加仓 |
| IYW | ISHARES TR | $208.77万 | 0.73% | 8,277 | -35 | -0.4% | -$8,828 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $205.81万 | 0.72% | 99,041 | 2,661 | 2.8% | $5.53万 | 加仓 |
| IWO | ISHARES TR | $189.15万 | 0.66% | 4,801 | -335 | -6.5% | -$13.20万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $186.86万 | 0.65% | 9,314 | 9,314 | — | $186.86万 | 新建仓 |
| V | VISA INC | $181.82万 | 0.64% | 5,300 | 549 | 11.6% | $18.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $180.74万 | 0.63% | 2,500 | -75 | -2.9% | -$5.42万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $168.25万 | 0.59% | 4,048 | -295 | -6.8% | -$12.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $166.72万 | 0.58% | 3,848 | -283 | -6.9% | -$12.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $166.45万 | 0.58% | 18,343 | 1,455 | 8.6% | $13.20万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $164.71万 | 0.58% | 175,410 | -55,514 | -24.0% | -$52.13万 | 减仓 |
| — | EXXON MOBIL CORP | $161.25万 | 0.56% | 11,794 | 193 | 1.7% | $2.64万 | 加仓 |
| CAT | CATERPILLAR INC | $160.30万 | 0.56% | 1,505 | 1,189 | 376.3% | $126.64万 | 加仓 |
| VLO | VALERO ENERGY CORP | $153.99万 | 0.54% | 5,913 | 13 | 0.2% | $3,386 | 加仓 |
| MCD | MCDONALDS CORP | $153.89万 | 0.54% | 5,693 | -102 | -1.8% | -$2.76万 | 减仓 |
| COWZ | PACER FDS TR | $152.82万 | 0.54% | 24,569 | 1,936 | 8.6% | $12.04万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $144.74万 | 0.51% | 6,056 | -247 | -3.9% | -$5.90万 | 减仓 |
| TSLA | TESLA INC | $141.53万 | 0.50% | 3,365 | 23 | 0.7% | $9,674 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $137.61万 | 0.48% | 49,678 | -3,197 | -6.0% | -$8.86万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $136.86万 | 0.48% | 7,183 | -137 | -1.9% | -$2.61万 | 减仓 |
| KO | COCA COLA CO | $136.34万 | 0.48% | 16,776 | 112 | 0.7% | $9,102 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $135.97万 | 0.48% | 4,020 | 914 | 29.4% | $30.92万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $135.72万 | 0.48% | 22,083 | 4,002 | 22.1% | $24.60万 | 加仓 |
| SPYI | NEOS ETF TRUST | $134.79万 | 0.47% | 25,389 | -137 | -0.5% | -$7,273 | 减仓 |
| AMGN | AMGEN INC | $132.14万 | 0.46% | 3,649 | 260 | 7.7% | $9.42万 | 加仓 |
| ROST | ROSS STORES INC | $131.33万 | 0.46% | 6,170 | 70 | 1.1% | $1.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $130.80万 | 0.46% | 3,996 | 231 | 6.1% | $7.56万 | 加仓 |
| URA | GLOBAL X FDS | $127.98万 | 0.45% | 29,286 | 500 | 1.7% | $2.19万 | 加仓 |
| GEV | GE VERNOVA INC | $126.65万 | 0.44% | 1,078 | 150 | 16.2% | $17.62万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $126.23万 | 0.44% | 4,238 | 4,238 | — | $126.23万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $120.77万 | 0.42% | 10,775 | -4 | -0.0% | -$448 | 减仓 |
| RTX | RTX CORPORATION | $120.13万 | 0.42% | 6,332 | -224 | -3.4% | -$4.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $116.03万 | 0.41% | 6,414 | 83 | 1.3% | $1.50万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $109.78万 | 0.38% | 11,574 | -128 | -1.1% | -$1.21万 | 减仓 |
| IEF | ISHARES TR | $107.98万 | 0.38% | 11,418 | -528 | -4.4% | -$4.99万 | 减仓 |
| SMH | VANECK ETF TRUST | $107.58万 | 0.38% | 1,640 | -26 | -1.6% | -$1.71万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $96.44万 | 0.34% | 2,828 | -2,647 | -48.3% | -$90.27万 | 减仓 |
| TJX | TJX COS INC NEW | $93.26万 | 0.33% | 6,156 | 430 | 7.5% | $6.51万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $93.11万 | 0.33% | 50,248 | 23,654 | 88.9% | $43.83万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $91.02万 | 0.32% | 24,325 | -1,830 | -7.0% | -$6.85万 | 减仓 |
| GWW | WW GRAINGER INC | $89.79万 | 0.31% | 660 | -40 | -5.7% | -$5.44万 | 减仓 |
| MO | ALTRIA GROUP INC | $89.38万 | 0.31% | 12,422 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $89.09万 | 0.31% | 2,526 | 238 | 10.4% | $8.39万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $85.59万 | 0.30% | 20,215 | 208 | 1.0% | $8,807 | 加仓 |
| MNRO | MONRO INC | $85.30万 | 0.30% | 49,855 | 2,155 | 4.5% | $3.69万 | 加仓 |
| ENB | ENBRIDGE INC | $83.10万 | 0.29% | 15,330 | 655 | 4.5% | $3.55万 | 加仓 |
| IFRA | ISHARES TR | $82.25万 | 0.29% | 13,047 | 658 | 5.3% | $4.15万 | 加仓 |
| APH | AMPHENOL CORP | $81.73万 | 0.29% | 4,636 | 1,153 | 33.1% | $20.33万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $80.74万 | 0.28% | 3,789 | 133 | 3.6% | $2.83万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $79.83万 | 0.28% | 3,565 | -75 | -2.1% | -$1.68万 | 减仓 |
| MCK | MCKESSON CORP | $78.58万 | 0.28% | 1,040 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $78.14万 | 0.27% | 6,641 | -224 | -3.3% | -$2.64万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $77.26万 | 0.27% | 3,631 | 1,584 | 77.4% | $33.71万 | 加仓 |
| QCOM | QUALCOMM INC | $76.95万 | 0.27% | 4,164 | -364 | -8.0% | -$6.73万 | 减仓 |
| IVV | ISHARES TR | $76.54万 | 0.27% | 1,022 | 300 | 41.6% | $22.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.28万 | 0.27% | 2,712 | 205 | 8.2% | $5.77万 | 加仓 |
| BAC | BANK OF AMER CORP | $71.88万 | 0.25% | 12,616 | 15 | 0.1% | $855 | 加仓 |
| IGIB | ISHARES TR | $71.40万 | 0.25% | 13,429 | 1,510 | 12.7% | $8.03万 | 加仓 |
| VFH | VANGUARD WORLD FD | $70.91万 | 0.25% | 5,388 | -2 | -0.0% | -$263 | 减仓 |
| LOW | LOWES COS INC | $69.81万 | 0.24% | 3,166 | 90 | 2.9% | $1.98万 | 加仓 |
| WM | WASTE MGMT INC DEL | $69.62万 | 0.24% | 3,123 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $69.11万 | 0.24% | 11,994 | 443 | 3.8% | $2.55万 | 加仓 |
| ICOW | PACER FDS TR | $68.61万 | 0.24% | 16,481 | 742 | 4.7% | $3.09万 | 加仓 |
| NOW | SERVICENOW INC | $67.86万 | 0.24% | 6,835 | 4,789 | 234.1% | $47.55万 | 加仓 |
| GE | GE AEROSPACE | $67.78万 | 0.24% | 1,814 | 300 | 19.8% | $11.21万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $67.00万 | 0.23% | 6,104 | 358 | 6.2% | $3.93万 | 加仓 |
| EMR | EMERSON ELEC CO | $66.79万 | 0.23% | 4,666 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $64.60万 | 0.23% | 11,503 | 51 | 0.4% | $2,864 | 加仓 |