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 |
|---|---|---|---|---|---|---|---|---|
| FFEB | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $9.15万 | 0.00% | 5,101 | -186 | -3.5% | -$3,335 | 减仓 |
| BA | BOEING CO COM | $9.08万 | 0.00% | 456 | -42 | -8.4% | -$8,359 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $8.98万 | 0.00% | 3,449 | -245 | -6.6% | -$6,376 | 减仓 |
| UPRO | PROSHARES TR ULTRPRO S&P500 | $8.93万 | 0.00% | 921 | 259 | 39.1% | $2.51万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD SMID RISNG ETF | $8.84万 | 0.00% | 3,482 | 10 | 0.3% | $254 | 加仓 |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $7.62万 | 0.00% | 296 | -25 | -7.8% | -$6,434 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $7.36万 | 0.00% | 242 | 14 | 6.1% | $4,257 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN COM SHS | $7.30万 | 0.00% | 1,052 | -216 | -17.0% | -$1.50万 | 减仓 |
| KO | COCA COLA CO COM | $7.00万 | 0.00% | 920 | 76 | 9.0% | $5,780 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY COM | $6.91万 | 0.00% | 236 | -443 | -65.2% | -$12.97万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $6.77万 | 0.00% | 3,660 | -51 | -1.4% | -$943 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $6.64万 | 0.00% | 4,618 | -10 | -0.2% | -$144 | 减仓 |
| IGV | ISHARES TR EXPANDED TECH | $6.32万 | 0.00% | 789 | 570 | 260.3% | $4.56万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $6.19万 | 0.00% | 2,596 | -56 | -2.1% | -$1,336 | 减仓 |
| EEMV | ISHARES INC MSCI EMERG MRKT | $5.98万 | 0.00% | 4,350 | -49 | -1.1% | -$674 | 减仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $5.80万 | 0.00% | 3,091 | -616 | -16.6% | -$1.16万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $5.79万 | 0.00% | 703 | 86 | 13.9% | $7,089 | 加仓 |
| PSX | PHILLIPS 66 COM | $5.78万 | 0.00% | 317 | 92 | 40.9% | $1.68万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ | $5.76万 | 0.00% | 1,575 | -11 | -0.7% | -$402 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $5.72万 | 0.00% | 248 | 28 | 12.7% | $6,453 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II S&P500 HDL VOL | $5.71万 | 0.00% | 2,832 | 92 | 3.4% | $1,855 | 加仓 |
| RECS | COLUMBIA ETF TR I RESH ENHNC COR | $5.29万 | 0.00% | 2,057 | -78 | -3.7% | -$2,005 | 减仓 |
| XLU | SELECT SECTOR SPDR TR STATE STREET UTI | $5.27万 | 0.00% | 2,418 | 16 | 0.7% | $349 | 加仓 |
| TGT | TARGET CORP COM | $5.24万 | 0.00% | 432 | 51 | 13.4% | $6,181 | 加仓 |
| — | EA SERIES TRUST ALTRIUS GBL DIV | $5.18万 | 0.00% | 2,125 | 410 | 23.9% | $9,994 | 加仓 |
| BAC | BANK AMERICA CORP COM | $5.09万 | 0.00% | 2,481 | -294 | -10.6% | -$6,032 | 减仓 |
| URTH | ISHARES INC MSCI WORLD ETF | $5.00万 | 0.00% | 278 | 60 | 27.5% | $1.08万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $4.92万 | 0.00% | 415 | 10 | 2.5% | $1,186 | 加仓 |
| MUST | COLUMBIA ETF TR I MULTI SEC MUNI | $4.89万 | 0.00% | 1,002 | 78 | 8.4% | $3,805 | 加仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $4.83万 | 0.00% | 474 | 259 | 120.5% | $2.64万 | 加仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $4.73万 | 0.00% | 434 | -4 | -0.9% | -$436 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $4.73万 | 0.00% | 332 | 51 | 18.1% | $7,264 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $4.71万 | 0.00% | 326 | 7 | 2.2% | $1,011 | 加仓 |
| COP | CONOCOPHILLIPS COM | $4.65万 | 0.00% | 352 | 103 | 41.4% | $1.36万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $4.57万 | 0.00% | 303 | 303 | — | $4.57万 | 新建仓 |
| 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 |
| SDY | SPDR SERIES TRUST STATE STREET SPD | $4.42万 | 0.00% | 303 | 14 | 4.8% | $2,043 | 加仓 |
| 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 |
| IGM | ISHARES TR EXPND TEC SC ETF | $4.22万 | 0.00% | 356 | -31 | -8.0% | -$3,674 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $4.14万 | 0.00% | 328 | -24 | -6.8% | -$3,031 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $4.10万 | 0.00% | 413 | -12 | -2.8% | -$1,191 | 减仓 |
| XLF | SELECT SECTOR SPDR TR STATE STREET FIN | $4.01万 | 0.00% | 1,982 | 64 | 3.3% | $1,296 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME COM | $3.93万 | 0.00% | 3,419 | -301,940 | -98.9% | -$347.23万 | 重新持有 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO SHS BEN INT | $3.87万 | 0.00% | 858 | -82 | -8.7% | -$3,703 | 减仓 |
| STT | STATE STR CORP COM | $3.75万 | 0.00% | 296 | -5 | -1.7% | -$633 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR | $3.68万 | 0.00% | 336 | 92 | 37.7% | $1.01万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.57万 | 0.00% | 360 | 12 | 3.4% | $1,189 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3.46万 | 0.00% | 276 | -131 | -32.2% | -$1.64万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $3.40万 | 0.00% | 916 | -147 | -13.8% | -$5,456 | 减仓 |
| DASH | DOORDASH INC CL A | $3.38万 | 0.00% | 225 | -116 | -34.0% | -$1.74万 | 减仓 |
| GDX | VANECK ETF TRUST GOLD MINERS ETF | $3.29万 | 0.00% | 359 | 359 | — | $3.29万 | 新建仓 |
| IXJ | ISHARES TR GLOB HLTHCRE ETF | $3.28万 | 0.00% | 351 | -14 | -3.8% | -$1,310 | 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 |
| PLD | PROLOGIS INC. COM | $3.12万 | 0.00% | 236 | -264 | -52.8% | -$3.49万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT ORD | $3.06万 | 0.00% | 214 | -64 | -23.0% | -$9,142 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $3.02万 | 0.00% | 243 | 8 | 3.4% | $994 | 加仓 |
| TQQQ | PROSHARES TR ULTRAPRO QQQ | $3.01万 | 0.00% | 1,254 | 144 | 13.0% | $3,455 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT | $2.98万 | 0.00% | 900 | -66 | -6.8% | -$2,186 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $2.98万 | 0.00% | 317 | 317 | — | $2.98万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV | $2.93万 | 0.00% | 721 | 33 | 4.8% | $1,342 | 加仓 |
| PFE | PFIZER INC COM | $2.85万 | 0.00% | 801 | 91 | 12.8% | $3,242 | 加仓 |
| GM | GENERAL MTRS CO COM | $2.67万 | 0.00% | 359 | -168 | -31.9% | -$1.25万 | 减仓 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $2.56万 | 0.00% | 265 | 22 | 9.1% | $2,127 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2.56万 | 0.00% | 277 | 3 | 1.1% | $277 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $2.47万 | 0.00% | 241 | -59 | -19.7% | -$6,058 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | $2.42万 | 0.00% | 306 | -31 | -9.2% | -$2,453 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2.42万 | 0.00% | 1,213 | 194 | 19.0% | $3,864 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST EMERGING | $2.41万 | 0.00% | 586 | 586 | — | $2.41万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $2.40万 | 0.00% | 587 | -36 | -5.8% | -$1,471 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $2.28万 | 0.00% | 233 | 17 | 7.9% | $1,661 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $2.25万 | 0.00% | 2,034 | -259 | -11.3% | -$2,865 | 减仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $2.02万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN COM | $1.99万 | 0.00% | 1,765 | 1,765 | — | $1.99万 | 新建仓 |
| — | ISHARES ETHEREUM TR SHS | $1.97万 | 0.00% | 312 | -130 | -29.4% | -$8,220 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1.95万 | 0.00% | 271 | -1,994 | -88.0% | -$14.34万 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1.89万 | 0.00% | 909 | 226 | 33.1% | $4,709 | 加仓 |
| CMF | ISHARES TR CALIF MUN BD ETF | $1.69万 | 0.00% | 959 | -15,044 | -94.0% | -$26.47万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $1.54万 | 0.00% | 615 | 1 | 0.2% | $25 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN COM | $1.47万 | 0.00% | 695 | -288 | -29.3% | -$6,109 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $1.46万 | 0.00% | 736 | -2 | -0.3% | -$40 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $1.36万 | 0.00% | 467 | 74 | 18.8% | $2,157 | 加仓 |
| UDOW | PROSHARES TR ULTRPRO DOW30 | $1.33万 | 0.00% | 668 | -33 | -4.7% | -$658 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $1.30万 | 0.00% | 283 | 30 | 11.9% | $1,378 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $1.27万 | 0.00% | 614 | -211 | -25.6% | -$4,354 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF | $1.25万 | 0.00% | 781 | -156 | -16.6% | -$2,488 | 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 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $1.12万 | 0.00% | 557 | -4 | -0.7% | -$80 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $1.08万 | 0.00% | 586 | 1 | 0.2% | $18 | 加仓 |
| O | REALTY INCOME CORP COM | $1.03万 | 0.00% | 632 | -202 | -24.2% | -$3,287 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $9,546 | 0.00% | 754 | -53 | -6.6% | -$671 | 减仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $9,455 | 0.00% | 638 | 14 | 2.2% | $207 | 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 |
| DJP | BARCLAYS BANK PLC DJUBS CMDT ETN36 | $8,000 | 0.00% | 385 | 84 | 27.9% | $1,745 | 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 |
| SOXL | DIREXION SHARES ETF TRUST DAILY SEMICONDUC | $7,750 | 0.00% | 371 | 155 | 71.8% | $3,238 | 加仓 |
| INFL | LISTED FDS TR HORIZON KINETICS | $7,574 | 0.00% | 394 | 79 | 25.1% | $1,519 | 加仓 |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENE | $6,768 | 0.00% | 415 | 112 | 37.0% | $1,827 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L COM | $6,355 | 0.00% | 240 | 36 | 17.6% | $953 | 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 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $5,957 | 0.00% | 338 | 13 | 4.0% | $229 | 加仓 |