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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS COM | $27.70万 | 0.03% | 2,660 | 2,308 | 655.7% | $24.03万 | 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 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $27.00万 | 0.03% | 3,000 | 2,723 | 983.0% | $24.51万 | 加仓 |
| 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 |
| XLK | SELECT SECTOR SPDR TR ST STR TECHN ETF | $26.70万 | 0.03% | 1,409 | 1,409 | — | $26.70万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $26.30万 | 0.03% | 796 | 554 | 228.9% | $18.30万 | 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 |
| 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 |
| PLD | PROLOGIS INC. COM | $24.30万 | 0.03% | 1,785 | 1,549 | 656.4% | $21.09万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $24.10万 | 0.03% | 810 | 810 | — | $24.10万 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $24.00万 | 0.03% | 21,804 | 21,577 | 9,505.3% | $23.75万 | 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 |
| — | ISHARES ETHEREUM TR SHS | $23.50万 | 0.03% | 19,728 | 19,416 | 6,223.1% | $23.13万 | 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 |
| 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 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $23.00万 | 0.03% | 2,389 | 2,161 | 947.8% | $20.80万 | 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 |
| FLUT | FLUTTER ENTMT PLC SHS | $22.00万 | 0.03% | 2,150 | 1,676 | 353.6% | $17.15万 | 加仓 |
| 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 |
| WELL | WELLTOWER INC COM | $20.50万 | 0.02% | 902 | 902 | — | $20.50万 | 新建仓 |
| 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 |