LM Advisors LLC
SAN DIEGO CA · SEC CIK 0002011314
$53.83亿2026Q1 申报市值
212持仓数
98.5%前十大占比 · 第一大 95.8%
8 / 11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
SPY 加仓+$157.38万
QQQ 加仓+$96.79万
COST 加仓+$72.94万
ASML 加仓+$43.85万
PANW 加仓+$43.61万
2026Q1 卖出最多 按季末市值估算
BRK/A 减仓-$2.64亿
NAC 重新持有-$368.33万
NAD 重新持有-$347.23万
AMZN 减仓-$177.38万
META 减仓-$118.55万
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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $148.45万 | 0.03% | 2,407 | 67 | 2.9% | $4.13万 | 加仓 |
| AVGO | BROADCOM INC COM | $158.53万 | 0.03% | 5,122 | -380 | -6.9% | -$11.76万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $172.50万 | 0.03% | 1,306 | 332 | 34.1% | $43.85万 | 加仓 |
| VHT | VANGUARD WORLD FD HEALTH CAR ETF | $231.26万 | 0.04% | 8,492 | -465 | -5.2% | -$12.66万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $232.44万 | 0.04% | 5,402 | 705 | 15.0% | $30.34万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $237.41万 | 0.04% | 12,370 | 830 | 7.2% | $15.93万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $306.33万 | 0.06% | 3,621 | 96 | 2.7% | $8.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $359.98万 | 0.07% | 11,221 | -486 | -4.2% | -$15.59万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $401.26万 | 0.07% | 13,954 | -581 | -4.0% | -$16.71万 | 减仓 |
| LLY | ELI LILLY & CO COM | $431.56万 | 0.08% | 4,692 | -801 | -14.6% | -$73.67万 | 减仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $461.31万 | 0.09% | 3,994 | -221 | -5.2% | -$25.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $467.61万 | 0.09% | 21,743 | -404 | -1.8% | -$8.69万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $518.35万 | 0.10% | 14,003 | -3,017 | -17.7% | -$111.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $533.29万 | 0.10% | 5,352 | 732 | 15.8% | $72.94万 | 加仓 |
| META | META PLATFORMS INC CL A | $537.97万 | 0.10% | 9,403 | -2,072 | -18.1% | -$118.55万 | 减仓 |
| AAPL | APPLE INC COM | $661.12万 | 0.12% | 26,050 | -2,976 | -10.3% | -$75.53万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $779.46万 | 0.14% | 16,828 | -714 | -4.1% | -$33.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $901.71万 | 0.17% | 18,817 | -1,095 | -5.5% | -$52.47万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,116.74万 | 0.21% | 53,620 | -8,517 | -13.7% | -$177.38万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,120.50万 | 0.21% | 39,061 | -4,012 | -9.3% | -$115.09万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $2,660.57万 | 0.49% | 46,096 | 1,677 | 3.8% | $96.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $3,353.27万 | 0.62% | 56,117 | -782 | -1.4% | -$46.73万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $3,396.79万 | 0.63% | 52,231 | 2,420 | 4.9% | $157.38万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $51.57亿 | 95.79% | 7,181 | -367 | -4.9% | -$2.64亿 | 减仓 |