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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW COM | $0 | 0.00% | 0 | -1,176 | -100.0% | -$20.65万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | $0 | 0.00% | 0 | -415 | -100.0% | -$8.03万 | 清仓 |
| WM | WASTE MGMT INC DEL COM | $0 | 0.00% | 0 | -201 | -100.0% | -$4.42万 | 清仓 |
| RBLX | ROBLOX CORP CL A | $0 | 0.00% | 0 | -427 | -100.0% | -$3.46万 | 清仓 |
| WYNN | WYNN RESORTS LTD COM | $0 | 0.00% | 0 | -229 | -100.0% | -$2.76万 | 清仓 |
| — | BLACKROCK MUN INCOME QUALITY COM | $0 | 0.00% | 0 | -1,812 | -100.0% | -$1.98万 | 清仓 |
| AAXJ | ISHARES TR MSCI AC ASIA ETF | $0 | 0.00% | 0 | -210 | -100.0% | -$1.96万 | 清仓 |
| HTGC | HERCULES CAPITAL INC COM | $0 | 0.00% | 0 | -205 | -100.0% | -$1.09万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $0 | 0.00% | 0 | -356 | -100.0% | -$8,700 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSK | GSK PLC SPONSORED ADR | $0 | 0.00% | 0 | -225 | -100.0% | -$4,559 | 清仓 |
| AI | C3 AI INC CL A | $0 | 0.00% | 0 | -289 | -100.0% | -$3,896 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI COM | $2,295 | 0.00% | 450 | -83 | -15.6% | -$423 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $2,361 | 0.00% | 227 | -4 | -1.7% | -$42 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $3,425 | 0.00% | 219 | 5 | 2.3% | $78 | 加仓 |
| FISV | FISERV INC COM | $4,009 | 0.00% | 224 | -45 | -16.7% | -$805 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4,338 | 0.00% | 272 | 6 | 2.3% | $96 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI COM SHS | $4,600 | 0.00% | 447 | -50,279 | -99.1% | -$51.74万 | 重新持有 |
| DGRO | ISHARES TR CORE DIV GRWTH | $4,684 | 0.00% | 329 | 4 | 1.2% | $57 | 加仓 |
| NKE | NIKE INC CL B | $4,719 | 0.00% | 249 | -37 | -12.9% | -$701 | 减仓 |
| FEZ | SPDR INDEX SHS FDS STATE STREET SPD | $4,766 | 0.00% | 296 | -11 | -3.6% | -$177 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | $5,244 | 0.00% | 360 | 14 | 4.0% | $204 | 加仓 |
| EPI | WISDOMTREE TR INDIA ERNGS FD | $5,321 | 0.00% | 217 | -6 | -2.7% | -$147 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $5,910 | 0.00% | 267 | -110 | -29.2% | -$2,435 | 减仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $5,957 | 0.00% | 338 | 13 | 4.0% | $229 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | $6,218 | 0.00% | 237 | -4 | -1.7% | -$105 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L COM | $6,355 | 0.00% | 240 | 36 | 17.6% | $953 | 加仓 |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENE | $6,768 | 0.00% | 415 | 112 | 37.0% | $1,827 | 加仓 |
| INFL | LISTED FDS TR HORIZON KINETICS | $7,574 | 0.00% | 394 | 79 | 25.1% | $1,519 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST DAILY SEMICONDUC | $7,750 | 0.00% | 371 | 155 | 71.8% | $3,238 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF | $7,768 | 0.00% | 388 | -4,212 | -91.6% | -$8.43万 | 重新持有 |
| DJP | BARCLAYS BANK PLC DJUBS CMDT ETN36 | $8,000 | 0.00% | 385 | 84 | 27.9% | $1,745 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | $8,248 | 0.00% | 344 | 6 | 1.8% | $144 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $9,455 | 0.00% | 638 | 14 | 2.2% | $207 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $9,546 | 0.00% | 754 | -53 | -6.6% | -$671 | 减仓 |
| O | REALTY INCOME CORP COM | $1.03万 | 0.00% | 632 | -202 | -24.2% | -$3,287 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $1.08万 | 0.00% | 586 | 1 | 0.2% | $18 | 加仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $1.12万 | 0.00% | 557 | -4 | -0.7% | -$80 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $1.20万 | 0.00% | 646 | -25 | -3.7% | -$464 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF | $1.25万 | 0.00% | 781 | -156 | -16.6% | -$2,488 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $1.27万 | 0.00% | 614 | -211 | -25.6% | -$4,354 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $1.30万 | 0.00% | 283 | 30 | 11.9% | $1,378 | 加仓 |
| UDOW | PROSHARES TR ULTRPRO DOW30 | $1.33万 | 0.00% | 668 | -33 | -4.7% | -$658 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $1.36万 | 0.00% | 467 | 74 | 18.8% | $2,157 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $1.46万 | 0.00% | 736 | -2 | -0.3% | -$40 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN COM | $1.47万 | 0.00% | 695 | -288 | -29.3% | -$6,109 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $1.54万 | 0.00% | 615 | 1 | 0.2% | $25 | 加仓 |
| CMF | ISHARES TR CALIF MUN BD ETF | $1.69万 | 0.00% | 959 | -15,044 | -94.0% | -$26.47万 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1.89万 | 0.00% | 909 | 226 | 33.1% | $4,709 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1.95万 | 0.00% | 271 | -1,994 | -88.0% | -$14.34万 | 重新持有 |
| — | ISHARES ETHEREUM TR SHS | $1.97万 | 0.00% | 312 | -130 | -29.4% | -$8,220 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN COM | $1.99万 | 0.00% | 1,765 | 1,765 | — | $1.99万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $2.02万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $2.25万 | 0.00% | 2,034 | -259 | -11.3% | -$2,865 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $2.28万 | 0.00% | 233 | 17 | 7.9% | $1,661 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $2.40万 | 0.00% | 587 | -36 | -5.8% | -$1,471 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST EMERGING | $2.41万 | 0.00% | 586 | 586 | — | $2.41万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2.42万 | 0.00% | 1,213 | 194 | 19.0% | $3,864 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | $2.42万 | 0.00% | 306 | -31 | -9.2% | -$2,453 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $2.47万 | 0.00% | 241 | -59 | -19.7% | -$6,058 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2.56万 | 0.00% | 277 | 3 | 1.1% | $277 | 加仓 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $2.56万 | 0.00% | 265 | 22 | 9.1% | $2,127 | 加仓 |
| GM | GENERAL MTRS CO COM | $2.67万 | 0.00% | 359 | -168 | -31.9% | -$1.25万 | 减仓 |
| PFE | PFIZER INC COM | $2.85万 | 0.00% | 801 | 91 | 12.8% | $3,242 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV | $2.93万 | 0.00% | 721 | 33 | 4.8% | $1,342 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $2.98万 | 0.00% | 317 | 317 | — | $2.98万 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT | $2.98万 | 0.00% | 900 | -66 | -6.8% | -$2,186 | 减仓 |
| TQQQ | PROSHARES TR ULTRAPRO QQQ | $3.01万 | 0.00% | 1,254 | 144 | 13.0% | $3,455 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $3.02万 | 0.00% | 243 | 8 | 3.4% | $994 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT ORD | $3.06万 | 0.00% | 214 | -64 | -23.0% | -$9,142 | 减仓 |
| PLD | PROLOGIS INC. COM | $3.12万 | 0.00% | 236 | -264 | -52.8% | -$3.49万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | $3.13万 | 0.00% | 1,228 | -11 | -0.9% | -$280 | 减仓 |
| IXJ | ISHARES TR GLOB HLTHCRE ETF | $3.28万 | 0.00% | 351 | -14 | -3.8% | -$1,310 | 减仓 |
| GDX | VANECK ETF TRUST GOLD MINERS ETF | $3.29万 | 0.00% | 359 | 359 | — | $3.29万 | 新建仓 |
| DASH | DOORDASH INC CL A | $3.38万 | 0.00% | 225 | -116 | -34.0% | -$1.74万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $3.40万 | 0.00% | 916 | -147 | -13.8% | -$5,456 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3.46万 | 0.00% | 276 | -131 | -32.2% | -$1.64万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.57万 | 0.00% | 360 | 12 | 3.4% | $1,189 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR | $3.68万 | 0.00% | 336 | 92 | 37.7% | $1.01万 | 加仓 |
| STT | STATE STR CORP COM | $3.75万 | 0.00% | 296 | -5 | -1.7% | -$633 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO SHS BEN INT | $3.87万 | 0.00% | 858 | -82 | -8.7% | -$3,703 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME COM | $3.93万 | 0.00% | 3,419 | -301,940 | -98.9% | -$347.23万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR STATE STREET FIN | $4.01万 | 0.00% | 1,982 | 64 | 3.3% | $1,296 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $4.10万 | 0.00% | 413 | -12 | -2.8% | -$1,191 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $4.14万 | 0.00% | 328 | -24 | -6.8% | -$3,031 | 减仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $4.22万 | 0.00% | 356 | -31 | -8.0% | -$3,674 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $4.23万 | 0.00% | 2,391 | -391 | -14.1% | -$6,920 | 减仓 |
| SDY | SPDR SERIES TRUST STATE STREET SPD | $4.42万 | 0.00% | 303 | 14 | 4.8% | $2,043 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN COM | $4.49万 | 0.00% | 3,852 | -316,161 | -98.8% | -$368.33万 | 重新持有 |
| SNOW | SNOWFLAKE INC COM SHS | $4.57万 | 0.00% | 303 | 303 | — | $4.57万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $4.65万 | 0.00% | 352 | 103 | 41.4% | $1.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $4.71万 | 0.00% | 326 | 7 | 2.2% | $1,011 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $4.73万 | 0.00% | 332 | 51 | 18.1% | $7,264 | 加仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $4.73万 | 0.00% | 434 | -4 | -0.9% | -$436 | 减仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $4.83万 | 0.00% | 474 | 259 | 120.5% | $2.64万 | 加仓 |
| MUST | COLUMBIA ETF TR I MULTI SEC MUNI | $4.89万 | 0.00% | 1,002 | 78 | 8.4% | $3,805 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $4.92万 | 0.00% | 415 | 10 | 2.5% | $1,186 | 加仓 |
| URTH | ISHARES INC MSCI WORLD ETF | $5.00万 | 0.00% | 278 | 60 | 27.5% | $1.08万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $5.09万 | 0.00% | 2,481 | -294 | -10.6% | -$6,032 | 减仓 |
| — | EA SERIES TRUST ALTRIUS GBL DIV | $5.18万 | 0.00% | 2,125 | 410 | 23.9% | $9,994 | 加仓 |