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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $51.57亿 | 95.79% | 7,181 | -367 | -4.9% | -$2.64亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $3,396.79万 | 0.63% | 52,231 | 2,420 | 4.9% | $157.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $3,353.27万 | 0.62% | 56,117 | -782 | -1.4% | -$46.73万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $2,660.57万 | 0.49% | 46,096 | 1,677 | 3.8% | $96.79万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,120.50万 | 0.21% | 39,061 | -4,012 | -9.3% | -$115.09万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,116.74万 | 0.21% | 53,620 | -8,517 | -13.7% | -$177.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $901.71万 | 0.17% | 18,817 | -1,095 | -5.5% | -$52.47万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $779.46万 | 0.14% | 16,828 | -714 | -4.1% | -$33.07万 | 减仓 |
| AAPL | APPLE INC COM | $661.12万 | 0.12% | 26,050 | -2,976 | -10.3% | -$75.53万 | 减仓 |
| META | META PLATFORMS INC CL A | $537.97万 | 0.10% | 9,403 | -2,072 | -18.1% | -$118.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $533.29万 | 0.10% | 5,352 | 732 | 15.8% | $72.94万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $518.35万 | 0.10% | 14,003 | -3,017 | -17.7% | -$111.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $467.61万 | 0.09% | 21,743 | -404 | -1.8% | -$8.69万 | 减仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $461.31万 | 0.09% | 3,994 | -221 | -5.2% | -$25.53万 | 减仓 |
| LLY | ELI LILLY & CO COM | $431.56万 | 0.08% | 4,692 | -801 | -14.6% | -$73.67万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $401.26万 | 0.07% | 13,954 | -581 | -4.0% | -$16.71万 | 减仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $359.98万 | 0.07% | 11,221 | -486 | -4.2% | -$15.59万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $306.33万 | 0.06% | 3,621 | 96 | 2.7% | $8.12万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $237.41万 | 0.04% | 12,370 | 830 | 7.2% | $15.93万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $232.44万 | 0.04% | 5,402 | 705 | 15.0% | $30.34万 | 加仓 |
| VHT | VANGUARD WORLD FD HEALTH CAR ETF | $231.26万 | 0.04% | 8,492 | -465 | -5.2% | -$12.66万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $172.50万 | 0.03% | 1,306 | 332 | 34.1% | $43.85万 | 加仓 |
| AVGO | BROADCOM INC COM | $158.53万 | 0.03% | 5,122 | -380 | -6.9% | -$11.76万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $148.45万 | 0.03% | 2,407 | 67 | 2.9% | $4.13万 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $146.23万 | 0.03% | 3,945 | 127 | 3.3% | $4.71万 | 加仓 |
| TSLA | TESLA INC COM | $132.12万 | 0.02% | 3,554 | -436 | -10.9% | -$16.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $121.25万 | 0.02% | 4,122 | -128 | -3.0% | -$3.77万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $116.73万 | 0.02% | 1,787 | -87 | -4.6% | -$5.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $112.56万 | 0.02% | 6,454 | -279 | -4.1% | -$4.87万 | 减仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $103.89万 | 0.02% | 1,489 | -492 | -24.8% | -$34.33万 | 减仓 |
| BLK | BLACKROCK INC COM | $94.63万 | 0.02% | 984 | -238 | -19.5% | -$22.89万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $92.93万 | 0.02% | 6,353 | -721 | -10.2% | -$10.55万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $91.99万 | 0.02% | 1,841 | -252 | -12.0% | -$12.59万 | 减仓 |
| V | VISA INC COM CL A | $73.75万 | 0.01% | 2,440 | -374 | -13.3% | -$11.30万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $70.89万 | 0.01% | 410 | -310 | -43.1% | -$53.60万 | 减仓 |
| WMT | WALMART INC COM | $70.88万 | 0.01% | 5,703 | 578 | 11.3% | $7.18万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $70.23万 | 0.01% | 1,162 | 232 | 24.9% | $14.02万 | 加仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $64.80万 | 0.01% | 3,303 | 104 | 3.3% | $2.04万 | 加仓 |
| CRM | SALESFORCE INC COM | $62.83万 | 0.01% | 3,366 | -1,259 | -27.2% | -$23.50万 | 减仓 |
| KLAC | KLA CORP COM NEW | $61.84万 | 0.01% | 420 | 78 | 22.8% | $11.48万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $59.53万 | 0.01% | 35,725 | -2,138 | -5.6% | -$3.56万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $58.07万 | 0.01% | 3,622 | 2,720 | 301.6% | $43.61万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $56.12万 | 0.01% | 1,410 | -892 | -38.7% | -$35.50万 | 减仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $54.18万 | 0.01% | 6,168 | 3,803 | 160.8% | $33.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $53.90万 | 0.01% | 2,205 | 314 | 16.6% | $7.68万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $53.56万 | 0.01% | 1,256 | -139 | -10.0% | -$5.93万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR STATE STREET HEA | $52.13万 | 0.01% | 3,556 | -375 | -9.5% | -$5.50万 | 减仓 |
| GEV | GE VERNOVA INC COM | $50.72万 | 0.01% | 581 | 306 | 111.3% | $26.71万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $45.92万 | 0.01% | 5,856 | -30 | -0.5% | -$2,352 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $45.20万 | 0.01% | 2,222 | -217 | -8.9% | -$4.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $41.40万 | 0.01% | 1,225 | 406 | 49.6% | $13.72万 | 加仓 |
| MCK | MCKESSON CORP COM | $40.59万 | 0.01% | 469 | 25 | 5.6% | $2.16万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $39.96万 | 0.01% | 4,533 | 194 | 4.5% | $1.71万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $36.41万 | 0.01% | 4,022 | 887 | 28.3% | $8.03万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $35.59万 | 0.01% | 724 | -141 | -16.3% | -$6.93万 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $34.78万 | 0.01% | 1,437 | -182 | -11.2% | -$4.40万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $33.89万 | 0.01% | 868 | -148 | -14.6% | -$5.78万 | 减仓 |
| ETN | EATON CORP PLC SHS | $33.26万 | 0.01% | 930 | 65 | 7.5% | $2.32万 | 加仓 |
| ORCL | ORACLE CORP COM | $31.58万 | 0.01% | 2,147 | -1,153 | -34.9% | -$16.96万 | 减仓 |
| HD | HOME DEPOT INC COM | $30.52万 | 0.01% | 928 | -73 | -7.3% | -$2.40万 | 减仓 |
| ADBE | ADOBE INC COM | $30.31万 | 0.01% | 1,247 | -676 | -35.2% | -$16.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $28.68万 | 0.01% | 1,060 | -565 | -34.8% | -$15.29万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $26.03万 | 0.00% | 612 | 175 | 40.0% | $7.44万 | 加仓 |
| BX | BLACKSTONE INC COM | $25.65万 | 0.00% | 2,231 | 1,274 | 133.1% | $14.65万 | 加仓 |
| C | CITIGROUP INC COM NEW | $24.73万 | 0.00% | 2,181 | 188 | 9.4% | $2.13万 | 加仓 |
| SMH | VANECK ETF TRUST SEMICONDUCTR ETF | $24.61万 | 0.00% | 642 | 68 | 11.8% | $2.61万 | 加仓 |
| — | EXXON MOBIL CORP COM | $23.79万 | 0.00% | 1,402 | 412 | 41.6% | $6.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $22.20万 | 0.00% | 734 | -33 | -4.3% | -$9,982 | 减仓 |
| EWJ | ISHARES INC MSCI JAPAN ETF | $22.17万 | 0.00% | 2,626 | 153 | 6.2% | $1.29万 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $21.40万 | 0.00% | 651 | 54 | 9.0% | $1.77万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $21.10万 | 0.00% | 1,020 | 336 | 49.1% | $6.95万 | 加仓 |
| MRK | MERCK & CO INC COM | $20.77万 | 0.00% | 1,727 | 215 | 14.2% | $2.59万 | 加仓 |
| QCOM | QUALCOMM INC COM | $20.64万 | 0.00% | 1,603 | -397 | -19.9% | -$5.11万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | $20.13万 | 0.00% | 5,268 | -194 | -3.6% | -$7,413 | 减仓 |
| ITA | ISHARES TR US AER DEF ETF | $18.94万 | 0.00% | 866 | 25 | 3.0% | $5,469 | 加仓 |
| NFLX | NETFLIX INC. COM | $18.86万 | 0.00% | 1,961 | 372 | 23.4% | $3.58万 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $18.73万 | 0.00% | 1,109 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $18.28万 | 0.00% | 258 | 258 | — | $18.28万 | 新建仓 |
| ESLT | ELBIT SYS LTD ORD | $18.00万 | 0.00% | 212 | 212 | — | $18.00万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $16.57万 | 0.00% | 1,007 | -79 | -7.3% | -$1.30万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | $16.47万 | 0.00% | 994 | 54 | 5.7% | $8,948 | 加仓 |
| RTX | RTX CORPORATION COM | $16.22万 | 0.00% | 841 | 160 | 23.5% | $3.09万 | 加仓 |
| MCD | MCDONALDS CORP COM | $15.76万 | 0.00% | 507 | 9 | 1.8% | $2,797 | 加仓 |
| SHV | ISHARES TR TRUST ISHARE 0-1 | $15.47万 | 0.00% | 1,401 | -94 | -6.3% | -$1.04万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $15.45万 | 0.00% | 623 | -790 | -55.9% | -$19.59万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $14.84万 | 0.00% | 1,251 | 771 | 160.6% | $9.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $13.77万 | 0.00% | 568 | -33 | -5.5% | -$7,999 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $13.50万 | 0.00% | 1,454 | 197 | 15.7% | $1.83万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $13.42万 | 0.00% | 628 | 9 | 1.5% | $1,923 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST DAILY S&P 500 BU | $13.16万 | 0.00% | 712 | -137 | -16.1% | -$2.53万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $13.03万 | 0.00% | 459 | 75 | 19.5% | $2.13万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $12.68万 | 0.00% | 371 | 112 | 43.2% | $3.83万 | 加仓 |
| VXF | VANGUARD INDEX FDS EXTEND MKT ETF | $12.35万 | 0.00% | 600 | 100 | 20.0% | $2.06万 | 加仓 |
| XBI | SPDR SERIES TRUST STATE STREET SPD | $12.20万 | 0.00% | 955 | 9 | 1.0% | $1,150 | 加仓 |
| NOW | SERVICENOW INC COM | $11.64万 | 0.00% | 1,113 | 906 | 437.7% | $9.47万 | 加仓 |
| DIS | DISNEY WALT CO COM | $11.57万 | 0.00% | 1,200 | -480 | -28.6% | -$4.63万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $10.46万 | 0.00% | 1,660 | -1,490 | -47.3% | -$9.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $9.87万 | 0.00% | 226 | 226 | — | $9.87万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $9.55万 | 0.00% | 578 | -86 | -13.0% | -$1.42万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI FT VEST U.S | $9.32万 | 0.00% | 4,003 | -8 | -0.2% | -$186 | 减仓 |