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 |
|---|---|---|---|---|---|---|---|---|
| ESLT | ELBIT SYS LTD ORD | $0 | 0.00% | 0 | -212 | -100.0% | -$18.00万 | 清仓 |
| AMAT | APPLIED MATLS INC COM | $0 | 0.00% | 0 | -371 | -100.0% | -$12.68万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $0 | 0.00% | 0 | -578 | -100.0% | -$9.55万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT ORD | $0 | 0.00% | 0 | -214 | -100.0% | -$3.06万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $0 | 0.00% | 0 | -909 | -100.0% | -$1.89万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS STATE STREET SPD | $0 | 0.00% | 0 | -296 | -100.0% | -$4,766 | 清仓 |
| FISV | FISERV INC COM | $0 | 0.00% | 0 | -224 | -100.0% | -$4,009 | 清仓 |
| WELL | WELLTOWER INC COM | $20.50万 | 0.02% | 902 | 902 | — | $20.50万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $21.20万 | 0.02% | 2,332 | 2,091 | 867.6% | $19.01万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS ST STR PO EX ETF | $21.20万 | 0.02% | 4,213 | 4,213 | — | $21.20万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $21.20万 | 0.02% | 862 | 862 | — | $21.20万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $22.00万 | 0.03% | 2,150 | 1,676 | 353.6% | $17.15万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $22.30万 | 0.03% | 4,655 | 4,323 | 1,302.1% | $20.71万 | 重新持有 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $23.00万 | 0.03% | 2,389 | 2,161 | 947.8% | $20.80万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $23.30万 | 0.03% | 5,391 | 5,124 | 1,919.1% | $22.15万 | 加仓 |
| EPI | WISDOMTREE TR INDIA ERNGS FD | $23.30万 | 0.03% | 5,454 | 5,237 | 2,413.4% | $22.37万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L COM | $23.40万 | 0.03% | 6,355 | 6,115 | 2,547.9% | $22.52万 | 加仓 |
| — | ISHARES ETHEREUM TR SHS | $23.50万 | 0.03% | 19,728 | 19,416 | 6,223.1% | $23.13万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $23.70万 | 0.03% | 2,446 | 2,170 | 786.2% | $21.03万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $24.00万 | 0.03% | 21,804 | 21,577 | 9,505.3% | $23.75万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $24.10万 | 0.03% | 810 | 810 | — | $24.10万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $24.30万 | 0.03% | 1,785 | 1,549 | 656.4% | $21.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $24.40万 | 0.03% | 3,425 | 3,206 | 1,463.9% | $22.84万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | $25.50万 | 0.03% | 6,218 | 5,981 | 2,523.6% | $24.53万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $26.30万 | 0.03% | 796 | 554 | 228.9% | $18.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR ST STR TECHN ETF | $26.70万 | 0.03% | 1,409 | 1,409 | — | $26.70万 | 新建仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $26.80万 | 0.03% | 3,108 | 1,752 | 129.2% | $15.11万 | 加仓 |
| QTUM | ETF SER SOLUTIONS DEFIA QUANT ETF | $26.80万 | 0.03% | 1,645 | 1,645 | — | $26.80万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $27.00万 | 0.03% | 3,000 | 2,723 | 983.0% | $24.51万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $27.60万 | 0.03% | 2,385 | 2,152 | 923.6% | $24.90万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $27.70万 | 0.03% | 2,660 | 2,308 | 655.7% | $24.03万 | 加仓 |
| DASH | DOORDASH INC CL A | $28.00万 | 0.03% | 1,517 | 1,292 | 574.2% | $23.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $28.00万 | 0.03% | 3,771 | 3,500 | 1,291.5% | $25.99万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $28.90万 | 0.03% | 1,957 | 1,714 | 705.3% | $25.31万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $29.00万 | 0.03% | 1,079 | 831 | 335.1% | $22.33万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $29.40万 | 0.03% | 6,785 | 6,513 | 2,394.5% | $28.22万 | 加仓 |
| PSX | PHILLIPS 66 COM | $29.50万 | 0.03% | 1,742 | 1,425 | 449.5% | $24.13万 | 加仓 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $29.50万 | 0.03% | 2,842 | 2,577 | 972.5% | $26.75万 | 加仓 |
| GDX | VANECK ETF TRUST GOLD MINERS ETF | $29.60万 | 0.03% | 3,923 | 3,564 | 992.8% | $26.89万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $29.70万 | 0.03% | 3,280 | 2,963 | 934.7% | $26.83万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR | $30.00万 | 0.03% | 3,066 | 2,730 | 812.5% | $26.71万 | 加仓 |
| ABBV | ABBVIE INC COM | $30.00万 | 0.03% | 1,190 | 1,190 | — | $30.00万 | 新建仓 |
| GLW | CORNING INC COM | $30.00万 | 0.03% | 1,176 | 1,176 | — | $30.00万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY COM | $31.10万 | 0.04% | 802 | 566 | 239.8% | $21.95万 | 加仓 |
| SDY | SPDR SERIES TRUST ST STR SP DIV | $31.90万 | 0.04% | 2,095 | 1,792 | 591.4% | $27.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $33.00万 | 0.04% | 2,251 | 1,925 | 590.5% | $28.22万 | 加仓 |
| DJP | BARCLAYS BANK PLC DJUBS CMDT ETN36 | $35.00万 | 0.04% | 8,000 | 7,615 | 1,977.9% | $33.32万 | 加仓 |
| RDDT | REDDIT INC CL A | $35.00万 | 0.04% | 2,010 | 2,010 | — | $35.00万 | 新建仓 |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $35.20万 | 0.04% | 1,150 | 854 | 288.5% | $26.14万 | 加仓 |
| URTH | ISHARES INC MSCI WORLD ETF | $35.40万 | 0.04% | 1,746 | 1,468 | 528.1% | $29.76万 | 加仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $35.50万 | 0.04% | 4,684 | 4,355 | 1,323.7% | $33.01万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | $36.50万 | 0.04% | 8,248 | 7,904 | 2,297.7% | $34.98万 | 加仓 |
| IXJ | ISHARES TR GLOB HLTHCRE ETF | $37.00万 | 0.04% | 3,748 | 3,397 | 967.8% | $33.53万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | $37.20万 | 0.04% | 4,000 | 3,694 | 1,207.2% | $34.35万 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $38.20万 | 0.04% | 2,328 | 1,996 | 601.2% | $32.75万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $38.20万 | 0.04% | 1,500 | 1,197 | 395.0% | $30.48万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $38.70万 | 0.04% | 1,377 | 809 | 142.4% | $22.74万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $38.70万 | 0.04% | 13,000 | 12,717 | 4,493.6% | $37.86万 | 加仓 |
| CAT | CATERPILLAR INC COM | $38.80万 | 0.04% | 365 | 107 | 41.5% | $11.37万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF | $39.30万 | 0.05% | 7,768 | 7,380 | 1,902.1% | $37.34万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | $39.50万 | 0.05% | 5,244 | 4,884 | 1,356.7% | $36.79万 | 加仓 |
| CSCO | CISCO SYS INC COM | $39.50万 | 0.05% | 3,361 | 3,361 | — | $39.50万 | 新建仓 |
| STT | STATE STR CORP COM | $39.60万 | 0.05% | 2,337 | 2,041 | 689.5% | $34.58万 | 加仓 |
| MCK | MCKESSON CORP COM | $40.50万 | 0.05% | 541 | 72 | 15.4% | $5.39万 | 加仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $41.30万 | 0.05% | 6,095 | 5,757 | 1,703.3% | $39.01万 | 加仓 |
| INTC | INTEL CORP COM | $41.30万 | 0.05% | 2,964 | 2,964 | — | $41.30万 | 新建仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $41.50万 | 0.05% | 4,186 | 3,773 | 913.6% | $37.41万 | 加仓 |
| GM | GENERAL MTRS CO COM | $42.10万 | 0.05% | 5,464 | 5,105 | 1,422.0% | $39.33万 | 加仓 |
| BA | BOEING CO COM | $43.10万 | 0.05% | 1,994 | 1,538 | 337.3% | $33.24万 | 加仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $43.50万 | 0.05% | 3,979 | 3,545 | 816.8% | $38.76万 | 加仓 |
| MCD | MCDONALDS CORP COM | $43.80万 | 0.05% | 1,624 | 1,117 | 220.3% | $30.13万 | 加仓 |
| INFL | LISTED FDS TR HORI KI INFL ETF | $44.20万 | 0.05% | 8,860 | 8,466 | 2,148.7% | $42.23万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI COM | $44.40万 | 0.05% | 85,336 | 84,886 | 18,863.6% | $44.17万 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI COM SHS | $45.20万 | 0.05% | 43,443 | 42,996 | 9,618.8% | $44.73万 | 加仓 |
| TGT | TARGET CORP COM | $46.30万 | 0.05% | 3,499 | 3,067 | 710.0% | $40.58万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN COM | $47.80万 | 0.06% | 8,738 | 8,043 | 1,157.3% | $44.00万 | 加仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $48.00万 | 0.06% | 3,000 | 2,644 | 742.7% | $42.30万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $50.60万 | 0.06% | 3,496 | 3,081 | 742.4% | $44.59万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $51.30万 | 0.06% | 3,569 | 3,241 | 988.1% | $46.59万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $52.20万 | 0.06% | 4,568 | 4,568 | — | $52.20万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD VEST LADDERED | $52.60万 | 0.06% | 25,300 | 25,300 | — | $52.60万 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $55.30万 | 0.06% | 326 | -84 | -20.5% | -$14.25万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $56.50万 | 0.07% | 11,155 | 10,598 | 1,902.7% | $53.68万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $57.10万 | 0.07% | 1,528 | 1,069 | 232.9% | $39.95万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $58.60万 | 0.07% | 1,436 | 824 | 134.6% | $33.63万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $59.00万 | 0.07% | 1,146 | -264 | -18.7% | -$13.59万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK ADDED | $59.60万 | 0.07% | 3,488 | 3,488 | — | $59.60万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VES MARK DECE | $60.90万 | 0.07% | 23,190 | 22,604 | 3,857.3% | $59.36万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $61.50万 | 0.07% | 3,693 | 2,673 | 262.1% | $44.51万 | 加仓 |
| NKE | NIKE INC CL B | $61.50万 | 0.07% | 14,957 | 14,708 | 5,906.8% | $60.48万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $65.60万 | 0.08% | 15,380 | 14,765 | 2,400.8% | $62.98万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $66.20万 | 0.08% | 12,670 | 12,056 | 1,963.5% | $62.99万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $66.60万 | 0.08% | 27,216 | 26,629 | 4,536.5% | $65.16万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $68.20万 | 0.08% | 14,913 | 14,446 | 3,093.4% | $66.06万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $71.30万 | 0.08% | 2,941 | 2,313 | 368.3% | $56.08万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $71.30万 | 0.08% | 12,000 | 11,354 | 1,757.6% | $67.46万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $71.40万 | 0.08% | 10,832 | 10,246 | 1,748.5% | $67.54万 | 加仓 |
| VXF | VANGUARD INDEX FDS EXTEND MKT ETF | $71.50万 | 0.08% | 2,916 | 2,316 | 386.0% | $56.79万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $71.90万 | 0.08% | 2,398 | 1,775 | 284.9% | $53.22万 | 加仓 |
| GEV | GE VERNOVA INC COM | $72.00万 | 0.08% | 612 | 31 | 5.3% | $3.65万 | 加仓 |