LM Advisors LLC
SAN DIEGO CA · SEC CIK 0002011314
$8.66亿2026Q2 申报市值
224持仓数
51.2%前十大占比 · 第一大 8.1%
18 / 7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
SPY 加仓+$5,130.36万
AMZN 加仓+$4,528.18万
OMFL 加仓+$3,689.39万
QQQ 加仓+$3,632.50万
GOOG 加仓+$3,396.22万
2026Q2 卖出最多 按季末市值估算
BRK/A 减仓-$53.71亿
ASML 减仓-$69.06万
WELLS FARGO & CO 减仓-$62.05万
KLAC 减仓-$37.58万
ESLT 清仓-$18.00万
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 |
|---|---|---|---|---|---|---|---|---|
| GBDC | GOLUB CAP BDC INC COM | $72.10万 | 0.08% | 56,000 | 55,246 | 7,327.1% | $71.13万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $72.60万 | 0.08% | 9,455 | 8,817 | 1,382.0% | $67.70万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $73.30万 | 0.08% | 1,459 | 735 | 101.5% | $36.93万 | 加仓 |
| PFE | PFIZER INC COM | $73.90万 | 0.09% | 30,568 | 29,767 | 3,716.2% | $71.96万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV | $75.40万 | 0.09% | 30,814 | 30,093 | 4,173.8% | $73.64万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $75.50万 | 0.09% | 8,534 | 7,831 | 1,113.9% | $69.28万 | 加仓 |
| BLK | BLACKROCK INC COM | $76.90万 | 0.09% | 800 | -184 | -18.7% | -$17.69万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $79.20万 | 0.09% | 10,161 | 4,305 | 73.5% | $33.56万 | 加仓 |
| KLAC | KLA CORP COM NEW | $79.60万 | 0.09% | 2,853 | -1,347 | -32.1% | -$37.58万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $80.50万 | 0.09% | 14,622 | 13,886 | 1,886.7% | $76.45万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $81.30万 | 0.09% | 1,597 | 435 | 37.4% | $22.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $81.90万 | 0.09% | 2,423 | 1,689 | 230.1% | $57.09万 | 加仓 |
| RTX | RTX CORPORATION COM | $83.40万 | 0.10% | 4,401 | 3,560 | 423.3% | $67.46万 | 加仓 |
| KO | COCA COLA CO COM | $85.20万 | 0.10% | 10,477 | 9,557 | 1,038.8% | $77.72万 | 加仓 |
| ADBE | ADOBE INC COM | $89.30万 | 0.10% | 4,351 | 3,104 | 248.9% | $63.71万 | 加仓 |
| CLOI | VANECK ETF TRUST CLO ETF | $90.40万 | 0.10% | 17,065 | 17,065 | — | $90.40万 | 新建仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $91.40万 | 0.11% | 1,426 | 775 | 119.0% | $49.67万 | 加仓 |
| IGV | ISHARES TR EXPANDED TECH | $93.80万 | 0.11% | 10,355 | 9,566 | 1,212.4% | $86.65万 | 加仓 |
| ITA | ISHARES TR US AER DEF ETF | $95.90万 | 0.11% | 3,957 | 3,091 | 356.9% | $74.91万 | 加仓 |
| — | EXXON MOBIL CORP COM | $96.50万 | 0.11% | 7,066 | 5,664 | 404.0% | $77.35万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT | $96.90万 | 0.11% | 29,189 | 28,289 | 3,143.2% | $93.91万 | 加仓 |
| CMF | ISHARES TR CALIF MUN BD ETF | $97.30万 | 0.11% | 16,872 | 15,913 | 1,659.3% | $91.77万 | 加仓 |
| O | REALTY INCOME CORP COM | $99.20万 | 0.11% | 15,883 | 15,251 | 2,413.1% | $95.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $101.20万 | 0.12% | 3,531 | 3,171 | 880.8% | $90.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $101.50万 | 0.12% | 23,913 | 22,700 | 1,871.4% | $96.35万 | 加仓 |
| HD | HOME DEPOT INC COM | $101.70万 | 0.12% | 2,885 | 1,957 | 210.9% | $68.99万 | 加仓 |
| MUST | COLUMBIA ETF TR I MULTI SEC MUNI | $103.70万 | 0.12% | 49,878 | 48,876 | 4,877.8% | $101.62万 | 加仓 |
| XBI | SPDR SERIES TRUST ST STR SP BIOT | $105.10万 | 0.12% | 6,640 | 5,685 | 595.3% | $89.98万 | 加仓 |
| ETN | EATON CORP PLC SHS | $106.00万 | 0.12% | 2,490 | 1,560 | 167.7% | $66.41万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | $106.00万 | 0.12% | 6,000 | 5,006 | 503.6% | $88.44万 | 加仓 |
| SMH | VANECK ETF TRUST SEMICONDUCTR ETF | $110.40万 | 0.13% | 1,692 | 1,050 | 163.6% | $68.51万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO SHS BEN INT | $112.50万 | 0.13% | 37,591 | 36,733 | 4,281.2% | $109.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $114.40万 | 0.13% | 991 | 991 | — | $114.40万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF | $117.70万 | 0.14% | 13,100 | 12,319 | 1,577.3% | $110.68万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR ST STR ENERG ETF | $124.90万 | 0.14% | 23,517 | 23,102 | 5,566.7% | $122.70万 | 加仓 |
| NOW | SERVICENOW INC COM | $125.00万 | 0.14% | 12,584 | 11,471 | 1,030.6% | $113.94万 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $126.00万 | 0.15% | 6,624 | 5,515 | 497.3% | $104.90万 | 加仓 |
| DIS | DISNEY WALT CO COM | $128.20万 | 0.15% | 13,221 | 12,021 | 1,001.8% | $116.56万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $128.40万 | 0.15% | 6,120 | 5,113 | 507.7% | $107.27万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | $128.80万 | 0.15% | 31,290 | 30,062 | 2,448.0% | $123.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $130.40万 | 0.15% | 1,722 | 854 | 98.4% | $64.67万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN COM SHS | $131.00万 | 0.15% | 84,112 | 83,060 | 7,895.4% | $129.36万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $137.00万 | 0.16% | 15,589 | 14,135 | 972.1% | $124.22万 | 加仓 |
| NFLX | NETFLIX INC. COM | $138.50万 | 0.16% | 19,242 | 17,281 | 881.2% | $124.39万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $139.10万 | 0.16% | 34,000 | 33,084 | 3,611.8% | $135.35万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $141.80万 | 0.16% | 12,419 | 11,168 | 892.7% | $127.52万 | 加仓 |
| SHV | ISHARES TR TRUST ISHARE 0-1 | $155.00万 | 0.18% | 14,050 | 12,649 | 902.9% | $139.54万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $155.50万 | 0.18% | 12,644 | 7,620 | 151.7% | $93.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $156.80万 | 0.18% | 3,055 | 1,214 | 65.9% | $62.31万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ | $157.20万 | 0.18% | 54,859 | 53,284 | 3,383.1% | $152.69万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $159.10万 | 0.18% | 6,408 | 6,408 | — | $159.10万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $159.40万 | 0.18% | 3,823 | 2,763 | 260.7% | $115.20万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR ST STR UTIL ETF | $159.40万 | 0.18% | 35,112 | 32,694 | 1,352.1% | $148.42万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $172.30万 | 0.20% | 5,843 | 4,406 | 306.6% | $129.93万 | 加仓 |
| MRK | MERCK & CO INC COM | $181.40万 | 0.21% | 14,000 | 12,273 | 710.7% | $159.02万 | 加仓 |
| BX | BLACKSTONE INC COM | $181.70万 | 0.21% | 15,549 | 13,318 | 597.0% | $155.63万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $181.90万 | 0.21% | 101,459 | 99,799 | 6,012.0% | $178.92万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN COM | $183.70万 | 0.21% | 154,456 | 152,691 | 8,651.0% | $181.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $187.20万 | 0.22% | 3,953 | 2,728 | 222.7% | $129.19万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $187.90万 | 0.22% | 955 | -351 | -26.9% | -$69.06万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $194.80万 | 0.22% | 174,217 | 172,183 | 8,465.2% | $192.53万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $202.30万 | 0.23% | 2,707 | 920 | 51.5% | $68.75万 | 加仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $204.10万 | 0.24% | 17,075 | 5,163 | 43.3% | $61.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $229.10万 | 0.26% | 9,022 | 6,817 | 309.2% | $173.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $229.10万 | 0.26% | 4,100 | 1,878 | 84.5% | $104.94万 | 加仓 |
| ORCL | ORACLE CORP COM | $230.10万 | 0.27% | 15,701 | 13,554 | 631.3% | $198.64万 | 加仓 |
| QCOM | QUALCOMM INC COM | $232.50万 | 0.27% | 12,539 | 10,936 | 682.2% | $202.78万 | 加仓 |
| PSUS | PERSHING SQUARE USA LTD COM SHS ADDED | $239.00万 | 0.28% | 63,950 | 63,950 | — | $239.00万 | 新建仓 |
| — | EA SERIES TRUST ALTRIUS GBL DIV | $243.10万 | 0.28% | 57,158 | 55,033 | 2,589.8% | $234.06万 | 加仓 |
| RECS | COLUMBIA ETF TR I RESH ENHNC COR | $251.20万 | 0.29% | 58,030 | 55,973 | 2,721.1% | $242.30万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $255.80万 | 0.30% | 42,668 | 40,277 | 1,684.5% | $241.47万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST DAI SEM BUL ETF | $260.00万 | 0.30% | 9,750 | 9,379 | 2,528.0% | $250.11万 | 加仓 |
| CRM | SALESFORCE INC COM | $269.40万 | 0.31% | 17,101 | 13,735 | 408.1% | $216.37万 | 加仓 |
| UDOW | PROSHARES TR ULTRPRO DOW30 | $271.60万 | 0.31% | 38,757 | 38,089 | 5,701.9% | $266.92万 | 加仓 |
| C | CITIGROUP INC COM NEW | $272.50万 | 0.31% | 19,353 | 17,172 | 787.3% | $241.79万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $272.60万 | 0.31% | 3,872 | 1,465 | 60.9% | $103.14万 | 加仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $273.30万 | 0.32% | 55,197 | 52,106 | 1,685.7% | $258.00万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $273.90万 | 0.32% | 60,841 | 58,245 | 2,243.6% | $262.21万 | 加仓 |
| V | VISA INC COM CL A | $274.70万 | 0.32% | 8,007 | 5,567 | 228.2% | $190.99万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II S&P500 HDL VOL | $292.70万 | 0.34% | 57,534 | 54,702 | 1,931.6% | $278.29万 | 加仓 |
| EWJ | ISHARES INC MSCI JAPAN ETF | $300.70万 | 0.35% | 32,244 | 29,618 | 1,127.9% | $276.21万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $315.80万 | 0.36% | 55,337 | 52,856 | 2,130.4% | $301.64万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $318.20万 | 0.37% | 95,285 | 91,836 | 2,662.7% | $306.68万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR ST STR CARE ETF | $355.50万 | 0.41% | 22,350 | 18,794 | 528.5% | $298.94万 | 加仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $361.70万 | 0.42% | 16,586 | 13,283 | 402.1% | $289.67万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME COM | $364.50万 | 0.42% | 300,845 | 297,426 | 8,699.2% | $360.36万 | 加仓 |
| UPRO | PROSHARES TR ULTRPRO S&P500 | $367.20万 | 0.42% | 25,898 | 24,977 | 2,711.9% | $354.14万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR ST STR FINL ETF | $374.10万 | 0.43% | 69,791 | 67,809 | 3,421.2% | $363.48万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $381.00万 | 0.44% | 50,452 | 45,919 | 1,013.0% | $346.77万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD SMID RISNG ETF | $381.50万 | 0.44% | 88,429 | 84,947 | 2,439.6% | $366.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $398.90万 | 0.46% | 66,863 | 63,203 | 1,726.9% | $377.06万 | 加仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $400.30万 | 0.46% | 3,458 | -536 | -13.4% | -$62.05万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN COM | $405.70万 | 0.47% | 334,729 | 330,877 | 8,589.7% | $401.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST U.S | $408.90万 | 0.47% | 92,063 | 88,060 | 2,199.9% | $391.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $424.00万 | 0.49% | 4,190 | 569 | 15.7% | $57.58万 | 加仓 |
| TSLA | TESLA INC COM | $437.40万 | 0.50% | 10,434 | 6,880 | 193.6% | $288.41万 | 加仓 |
| EEMV | ISHARES INC MSCI EMERG MRKT | $445.70万 | 0.51% | 60,239 | 55,889 | 1,284.8% | $413.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $455.80万 | 0.53% | 13,918 | 9,796 | 237.7% | $320.81万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $492.60万 | 0.57% | 51,023 | 47,001 | 1,168.6% | $453.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $495.60万 | 0.57% | 5,258 | -94 | -1.8% | -$8.86万 | 减仓 |