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 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC COM | $5,910 | 0.00% | 267 | -110 | -29.2% | -$2,435 | 减仓 |
| EPI | WISDOMTREE TR INDIA ERNGS FD | $5,321 | 0.00% | 217 | -6 | -2.7% | -$147 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | $5,244 | 0.00% | 360 | 14 | 4.0% | $204 | 加仓 |
| FEZ | SPDR INDEX SHS FDS STATE STREET SPD | $4,766 | 0.00% | 296 | -11 | -3.6% | -$177 | 减仓 |
| NKE | NIKE INC CL B | $4,719 | 0.00% | 249 | -37 | -12.9% | -$701 | 减仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $4,684 | 0.00% | 329 | 4 | 1.2% | $57 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI COM SHS | $4,600 | 0.00% | 447 | -50,279 | -99.1% | -$51.74万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4,338 | 0.00% | 272 | 6 | 2.3% | $96 | 加仓 |
| FISV | FISERV INC COM | $4,009 | 0.00% | 224 | -45 | -16.7% | -$805 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $3,425 | 0.00% | 219 | 5 | 2.3% | $78 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $2,361 | 0.00% | 227 | -4 | -1.7% | -$42 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI COM | $2,295 | 0.00% | 450 | -83 | -15.6% | -$423 | 减仓 |
| 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 |