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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $498.90万 | 0.58% | 42,778 | 36,425 | 573.4% | $424.81万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $532.00万 | 0.61% | 87,276 | 82,175 | 1,611.0% | $500.91万 | 加仓 |
| WMT | WALMART INC COM | $537.70万 | 0.62% | 47,412 | 41,709 | 731.4% | $473.02万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | $549.70万 | 0.63% | 199,617 | 194,349 | 3,689.2% | $535.19万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $591.70万 | 0.68% | 71,507 | 66,889 | 1,448.4% | $553.49万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $674.00万 | 0.78% | 9 | -7,172 | -99.9% | -$53.71亿 | 减仓 |
| LLY | ELI LILLY & CO COM | $679.10万 | 0.78% | 5,649 | 957 | 20.4% | $115.05万 | 加仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $701.50万 | 0.81% | 73,417 | 67,249 | 1,090.3% | $642.56万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $743.10万 | 0.86% | 21,871 | 18,249 | 503.8% | $620.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $745.80万 | 0.86% | 37,422 | 30,968 | 479.8% | $617.18万 | 加仓 |
| AVGO | BROADCOM INC COM | $754.40万 | 0.87% | 19,974 | 14,852 | 290.0% | $560.95万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $782.50万 | 0.90% | 21,243 | 15,841 | 293.2% | $583.51万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST DA 500 BU 3X ETF | $821.20万 | 0.95% | 30,340 | 29,628 | 4,161.2% | $801.93万 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $824.40万 | 0.95% | 19,334 | 15,389 | 390.1% | $656.19万 | 加仓 |
| META | META PLATFORMS INC CL A | $885.10万 | 1.02% | 15,715 | 6,312 | 67.1% | $355.50万 | 加仓 |
| VHT | VANGUARD WORLD FD HEALTH CAR ETF | $925.40万 | 1.07% | 30,901 | 22,409 | 263.9% | $671.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $1,253.20万 | 1.45% | 33,873 | 22,652 | 201.9% | $838.06万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $1,310.20万 | 1.51% | 61,567 | 49,197 | 397.7% | $1,046.96万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,515.10万 | 1.75% | 40,679 | 26,676 | 190.5% | $993.55万 | 加仓 |
| TQQQ | PROSHARES TR ULTRAPRO QQQ | $1,610.90万 | 1.86% | 198,872 | 197,618 | 15,759.0% | $1,600.74万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,673.40万 | 1.93% | 46,830 | 32,876 | 235.6% | $1,174.77万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $2,204.70万 | 2.54% | 42,166 | 25,338 | 150.6% | $1,324.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $2,378.80万 | 2.75% | 100,570 | 78,827 | 362.5% | $1,864.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,614.10万 | 3.02% | 52,278 | 33,461 | 177.8% | $1,673.18万 | 加仓 |
| AAPL | APPLE INC COM | $2,910.40万 | 3.36% | 100,835 | 74,785 | 287.1% | $2,158.52万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $3,934.00万 | 4.54% | 574,567 | 538,842 | 1,508.3% | $3,689.39万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $4,775.00万 | 5.51% | 135,276 | 96,215 | 246.3% | $3,396.22万 | 加仓 |
| AMZN | AMAZON COM INC COM | $5,807.80万 | 6.70% | 243,364 | 189,744 | 353.9% | $4,528.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $6,112.10万 | 7.05% | 325,178 | 272,947 | 522.6% | $5,130.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $6,618.50万 | 7.64% | 96,457 | 40,340 | 71.9% | $2,767.97万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $7,025.90万 | 8.11% | 95,440 | 49,344 | 107.0% | $3,632.50万 | 加仓 |