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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| AMZN | AMAZON COM INC COM | $5,807.80万 | 6.70% | 243,364 | 189,744 | 353.9% | $4,528.18万 | 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 |
| 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 |
| AAPL | APPLE INC COM | $2,910.40万 | 3.36% | 100,835 | 74,785 | 287.1% | $2,158.52万 | 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 |
| 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 |
| 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 |
| 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 |
| TQQQ | PROSHARES TR ULTRAPRO QQQ | $1,610.90万 | 1.86% | 198,872 | 197,618 | 15,759.0% | $1,600.74万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,515.10万 | 1.75% | 40,679 | 26,676 | 190.5% | $993.55万 | 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 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $1,253.20万 | 1.45% | 33,873 | 22,652 | 201.9% | $838.06万 | 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 |
| META | META PLATFORMS INC CL A | $885.10万 | 1.02% | 15,715 | 6,312 | 67.1% | $355.50万 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $824.40万 | 0.95% | 19,334 | 15,389 | 390.1% | $656.19万 | 加仓 |
| 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 |
| GLD | SPDR GOLD TR GOLD SHS | $782.50万 | 0.90% | 21,243 | 15,841 | 293.2% | $583.51万 | 加仓 |
| AVGO | BROADCOM INC COM | $754.40万 | 0.87% | 19,974 | 14,852 | 290.0% | $560.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $745.80万 | 0.86% | 37,422 | 30,968 | 479.8% | $617.18万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $743.10万 | 0.86% | 21,871 | 18,249 | 503.8% | $620.04万 | 加仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $701.50万 | 0.81% | 73,417 | 67,249 | 1,090.3% | $642.56万 | 加仓 |
| LLY | ELI LILLY & CO COM | $679.10万 | 0.78% | 5,649 | 957 | 20.4% | $115.05万 | 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 |
| IEMG | ISHARES INC CORE MSCI EMKT | $591.70万 | 0.68% | 71,507 | 66,889 | 1,448.4% | $553.49万 | 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 |
| WMT | WALMART INC COM | $537.70万 | 0.62% | 47,412 | 41,709 | 731.4% | $473.02万 | 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 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $498.90万 | 0.58% | 42,778 | 36,425 | 573.4% | $424.81万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $495.60万 | 0.57% | 5,258 | -94 | -1.8% | -$8.86万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $492.60万 | 0.57% | 51,023 | 47,001 | 1,168.6% | $453.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $455.80万 | 0.53% | 13,918 | 9,796 | 237.7% | $320.81万 | 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 |
| TSLA | TESLA INC COM | $437.40万 | 0.50% | 10,434 | 6,880 | 193.6% | $288.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $424.00万 | 0.49% | 4,190 | 569 | 15.7% | $57.58万 | 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 |
| NAC | NUVEEN CA DIVI ADV MUN COM | $405.70万 | 0.47% | 334,729 | 330,877 | 8,589.7% | $401.03万 | 加仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $400.30万 | 0.46% | 3,458 | -536 | -13.4% | -$62.05万 | 减仓 |
| 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 |
| 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 |
| IAU | ISHARES GOLD TR ISHARES NEW | $381.00万 | 0.44% | 50,452 | 45,919 | 1,013.0% | $346.77万 | 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 |
| UPRO | PROSHARES TR ULTRPRO S&P500 | $367.20万 | 0.42% | 25,898 | 24,977 | 2,711.9% | $354.14万 | 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 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $361.70万 | 0.42% | 16,586 | 13,283 | 402.1% | $289.67万 | 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 |
| 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 |
| BAC | BANK OF AMER CORP COM | $315.80万 | 0.36% | 55,337 | 52,856 | 2,130.4% | $301.64万 | 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 |
| 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 |
| V | VISA INC COM CL A | $274.70万 | 0.32% | 8,007 | 5,567 | 228.2% | $190.99万 | 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 |
| 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 |
| 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 |
| C | CITIGROUP INC COM NEW | $272.50万 | 0.31% | 19,353 | 17,172 | 787.3% | $241.79万 | 加仓 |
| UDOW | PROSHARES TR ULTRPRO DOW30 | $271.60万 | 0.31% | 38,757 | 38,089 | 5,701.9% | $266.92万 | 加仓 |
| CRM | SALESFORCE INC COM | $269.40万 | 0.31% | 17,101 | 13,735 | 408.1% | $216.37万 | 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 |
| 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 |
| 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 |
| — | EA SERIES TRUST ALTRIUS GBL DIV | $243.10万 | 0.28% | 57,158 | 55,033 | 2,589.8% | $234.06万 | 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 |
| QCOM | QUALCOMM INC COM | $232.50万 | 0.27% | 12,539 | 10,936 | 682.2% | $202.78万 | 加仓 |
| ORCL | ORACLE CORP COM | $230.10万 | 0.27% | 15,701 | 13,554 | 631.3% | $198.64万 | 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 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $204.10万 | 0.24% | 17,075 | 5,163 | 43.3% | $61.71万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $202.30万 | 0.23% | 2,707 | 920 | 51.5% | $68.75万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $194.80万 | 0.22% | 174,217 | 172,183 | 8,465.2% | $192.53万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $187.90万 | 0.22% | 955 | -351 | -26.9% | -$69.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $187.20万 | 0.22% | 3,953 | 2,728 | 222.7% | $129.19万 | 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 |
| SOFI | SOFI TECHNOLOGIES INC COM | $181.90万 | 0.21% | 101,459 | 99,799 | 6,012.0% | $178.92万 | 加仓 |
| BX | BLACKSTONE INC COM | $181.70万 | 0.21% | 15,549 | 13,318 | 597.0% | $155.63万 | 加仓 |
| MRK | MERCK & CO INC COM | $181.40万 | 0.21% | 14,000 | 12,273 | 710.7% | $159.02万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $172.30万 | 0.20% | 5,843 | 4,406 | 306.6% | $129.93万 | 加仓 |
| 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 |
| CEG | CONSTELLATION ENERGY CORP COM | $159.10万 | 0.18% | 6,408 | 6,408 | — | $159.10万 | 新建仓 |
| — | 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 |
| MA | MASTERCARD INCORPORATED CL A | $156.80万 | 0.18% | 3,055 | 1,214 | 65.9% | $62.31万 | 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 |
| SHV | ISHARES TR TRUST ISHARE 0-1 | $155.00万 | 0.18% | 14,050 | 12,649 | 902.9% | $139.54万 | 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 |
| 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 |
| NFLX | NETFLIX INC. COM | $138.50万 | 0.16% | 19,242 | 17,281 | 881.2% | $124.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $137.00万 | 0.16% | 15,589 | 14,135 | 972.1% | $124.22万 | 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 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $130.40万 | 0.15% | 1,722 | 854 | 98.4% | $64.67万 | 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 |
| MS | MORGAN STANLEY COM NEW | $128.40万 | 0.15% | 6,120 | 5,113 | 507.7% | $107.27万 | 加仓 |
| DIS | DISNEY WALT CO COM | $128.20万 | 0.15% | 13,221 | 12,021 | 1,001.8% | $116.56万 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $126.00万 | 0.15% | 6,624 | 5,515 | 497.3% | $104.90万 | 加仓 |
| NOW | SERVICENOW INC COM | $125.00万 | 0.14% | 12,584 | 11,471 | 1,030.6% | $113.94万 | 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 |
| 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 |
| MU | MICRON TECHNOLOGY INC COM | $114.40万 | 0.13% | 991 | 991 | — | $114.40万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO SHS BEN INT | $112.50万 | 0.13% | 37,591 | 36,733 | 4,281.2% | $109.93万 | 加仓 |