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L & S Advisors Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

L & S Advisors Inc

报告期 2026-03-31 · CIK 0001392364

持仓数

233

前50大市值合计

$521.7M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 150 项建仓 43增持 26减持 35清仓 46

方向

标的

Δ市值

现股数(环比)

建仓

— VANGUARD SHT TRM INVT GRD

+$29.9M

2,732,240

减持

QQQ INVESCO QQQ TRUST ETF

-$17.3M

4,950 -91%

清仓

SOXX ISHARES PHLX SEMI ETF

-$10.7M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

— ENERGY SELECT SPDR

+$10.1M

194,418

减持

— HEALTH CARE SELECT ETF

-$9.9M

2,599 -97%

减持

IGV ISH TECH SOFTWARE ETF

-$9.5M

6,737 -78%

增持

— SALESFORCE.COM INC

+$7.8M

34,993 +418%

减持

— FACEBOOK INC

-$7.8M

40,712 -34%

清仓

F FORD MOTOR COMPANY

-$7.3M

0 -100%

减持

AMZN AMAZON.COM INC

-$6.7M

5,334 -24%

增持

— SERVICENOW INC

+$6.7M

15,221 +197%

减持

— VISA INC

-$6.4M

1,519 -95%

增持

— JPMORGAN CHASE & CO

+$6.4M

71,928 +106%

增持

— NETFLIX INC

+$6.3M

12,779 +359%

增持

— ADOBE INC COM

+$6.1M

13,915 +329%

建仓

— DIAMONDBACK ENERGY

+$5.5M

57,654

增持

— PIONEER NATL RES

+$5.3M

44,000 +256%

减持

ABBV ABBVIE INC

-$5.2M

22,495 -67%

清仓

BA BOEING CO

-$5.1M

0 -100%

清仓

DKS DICKS SPORTING GOODS INC

-$5.1M

0 -100%

减持

— UNITEDHEALTH GROUP

-$5.0M

11,064 -53%

增持

— JOHNSON CONTROLS

+$5.0M

101,523 +256%

建仓

MCD MCDONALDS CORP

+$4.9M

20,442

建仓

— CONOCOPHILLIPS

+$4.9M

72,697

建仓

— FIRST REPUBLIC BANK

+$4.9M

25,497

清仓

— US TREASURY

-$4.9M

0 -100%

清仓

LEN LENNAR CORPORATION

-$4.9M

0 -100%

建仓

DOV DOVER CORP

+$4.9M

31,263

清仓

— SPDR S&P METALS & MINING

-$4.8M

0 -100%

建仓

— THE MOSAIC CO

+$4.8M

135,181

建仓

— AMERICAN CAMPUS CMMTYS

+$4.8M

99,021

建仓

— WASTE MANAGEMENT INC

+$4.8M

31,842

增持

AXP AMERICAN EXPRESS

+$4.8M

30,893 +1105%

增持

MS MORGAN STANLEY

+$4.7M

68,469 +222%

清仓

LUV SOUTHWEST AIRLINES

-$4.7M

0 -100%

清仓

— 3M COMPANY

-$4.5M

0 -100%

增持

— NVIDIA CORP

+$4.4M

41,559 +695%

清仓

UNP UNION PACIFIC CORP

-$4.4M

0 -100%

减持

TSCO TRACTOR SUPPLY CO

-$4.4M

11,755 -68%

清仓

UPS UNITED PARCEL SERVICE

-$4.2M

0 -100%

减持

— CROWDSTRIKE HLDGS

-$3.8M

9,621 -61%

建仓

— US TREASURY

+$3.7M

3,700,000

增持

TMO THERMO FISHER SCIENTIFIC

+$3.7M

13,921 +64%

建仓

— CHENIERE ENERGY INC

+$3.5M

35,893

清仓

C CITIGROUP INC

-$3.5M

0 -100%

清仓

WFC WELLS FARGO

-$3.4M

0 -100%

清仓

NUE NUCOR CORP

-$3.4M

0 -100%

建仓

— SIGNATURE BANK

+$3.2M

11,906

清仓

HUM HUMANA INC

-$2.8M

0 -100%

减持

NSC NORFOLK SOUTHERN CORP

-$2.8M

8,439 -53%

清仓

— ROKU INC

-$2.8M

0 -100%

建仓

CPT CAMDEN PROPERTY TRUST

+$2.7M

18,384

减持

MSFT MICROSOFT CORPORATION

-$2.7M

76,322 -15%

清仓

WYNN WYNN RESORTS LTD

-$2.7M

0 -100%

清仓

— SUNRUN INC

-$2.6M

0 -100%

减持

OSK OSHKOSH CORP

-$2.5M

3,775 -84%

建仓

— RANGE RESOURCES CORP

+$2.5M

111,762

清仓

MGA MAGNA INTL INC

-$2.5M

0 -100%

建仓

— EAST WEST BANCORP INC

+$2.4M

31,475

建仓

— QUANTA SERVICES INC

+$2.4M

21,405

建仓

VWDRY VESTAS WIND SYS ADR

+$2.4M

178,920

清仓

— RINGCENTRAL INC

-$2.4M

0 -100%

建仓

BX BLACKSTONE INC

+$2.4M

20,380

增持

— GOLDMAN SACHS

+$2.3M

26,927 +30%

建仓

— WILLIS TOWERS WATSON PLC

+$2.3M

9,926

清仓

— CORESITE REALTY CORP

-$2.3M

0 -100%

清仓

— GUARDANT HEALTH INC

-$2.3M

0 -100%

减持

— LAM RESEARCH CORP

-$2.3M

11,734 -15%

减持

— AMERICAN TOWER

-$2.2M

17,194 -31%

清仓

EIX EDISON INTERNATIONAL

-$2.2M

0 -100%

减持

— BLACKROCK INC

-$2.2M

1,919 -56%

建仓

— ICON PLC

+$2.1M

8,158

清仓

DECK DECKERS OUTDOOR CORP

-$2.1M

0 -100%

清仓

DHI D.R. HORTON

-$2.0M

0 -100%

清仓

— KIMCO REALTY

-$2.0M

0 -100%

建仓

— ZOOMINFO TECHNOLOGIES

+$2.0M

33,086

建仓

— ACCENTURE PLC

+$2.0M

6,322

清仓

BP BP PLC (ADR)

-$2.0M

0 -100%

减持

— CISCO SYSTEMS INC

-$2.0M

53,164 -42%

建仓

ROK ROCKWELL AUTOMATION INC

+$2.0M

6,696

增持

— DIGITAL TURBINE INC

+$1.9M

33,262 +639%

建仓

— ZSCALER INC

+$1.9M

7,406

减持

— MODERNA INC

-$1.9M

2,878 -78%

清仓

— FARFETCH LTD

-$1.9M

0 -100%

清仓

AAP ADVANCE AUTO PARTS

-$1.9M

0 -100%

清仓

CENX CENTURY ALUMINUM CO

-$1.9M

0 -100%

清仓

— MDC HOLDINGS INC

-$1.8M

0 -100%

清仓

— ACM RESEARCH INC

-$1.8M

0 -100%

建仓

LYSDY LYNAS RARE EARTHS LTD ADR

+$1.8M

382,673

增持

BAC BANK OF AMERICA CORP

+$1.8M

133,973 +42%

清仓

— EOG RESOURCES INC

-$1.8M

0 -100%

建仓

ABNB AIRBNB

+$1.8M

10,567

建仓

— INNOVATIVE IND PROPERTIES

+$1.8M

7,579

清仓

VRNS VARONIS SYSTEMS INC

-$1.7M

0 -100%

增持

— PROLOGIS INC

+$1.7M

83,884 +14%

减持

— TARGET CORP COM

-$1.7M

22,147 -21%

建仓

— MARRIOTT VACATIONS WWIDE

+$1.7M

10,790

建仓

— GXO LOGISTICS INC

+$1.7M

21,545

建仓

ODFL OLD DOMINION FREIGHT LINE

+$1.7M

5,889

清仓

— ANNOVIS BIO

-$1.7M

0 -100%

清仓

OKTA OKTA INC A

-$1.7M

0 -100%

清仓

ADSK AUTODESK INC

-$1.6M

0 -100%

建仓

FFIV F5 NETWORKS INC

+$1.6M

8,060

清仓

— DELL INC

-$1.6M

0 -100%

建仓

MPWR MONOLITHIC PWR SYSTEMS

+$1.6M

3,289

减持

CAT CATERPILLAR INC

-$1.6M

23,188 -16%

减持

CVX CHEVRON CORPORATION

-$1.6M

4,973 -75%

建仓

— SOFI TECHNOLOGIES INC

+$1.5M

96,385

建仓

— AMBARELLA INC F

+$1.5M

9,796

减持

— BIOHAVEN PHARMACEUTICAL

+$1.5M

54,125 -12%

建仓

HUBS HUBSPOT INC

+$1.5M

2,236

建仓

GNRC GENERAC HOLDINGS ORD SHS

+$1.5M

3,559

增持

— SEA LTD (ADR)

+$1.5M

14,154 +27%

清仓

— VALE S.A. (ADR)

-$1.4M

0 -100%

减持

ICLN ISHARES GLB CLEAN ENERG

-$1.4M

31,310 -65%

减持

— SHOPIFY INC

-$1.4M

4,305 -13%

建仓

ABBNY ABB LTF-SPON ADR

+$1.4M

41,535

增持

— MERCK & CO INC

+$1.4M

64,400 +45%

增持

AVB AVALON BAY

+$1.4M

28,988 +20%

清仓

SHOE SHOE CARNIVAL INC

-$1.3M

0 -100%

减持

INTU INTUIT INC

+$1.3M

34,645 -2%

减持

IWN ISH RUSSELL 2000 VALUE

-$1.3M

7,006 -52%

减持

DIN DINEEQUITY INC

-$1.3M

6,000 -69%

建仓

— INVESCO SOLAR ETF

+$1.2M

15,217

减持

— EQUITY LIFESTYLE PPTIES

-$1.2M

120,541 -16%

建仓

— TALOS PRODUCTION INC

+$1.2M

1,100,000

建仓

IJS ISHARES S&P SMALLCAP 600

+$1.2M

11,594

清仓

XPO XPO LOGISTICS INC

-$1.2M

0 -100%

清仓

SIEGY SIEMENS AG (ADR)

-$1.1M

0 -100%

增持

HRI HERC HLDGS COM

+$1.1M

17,240 +15%

清仓

— COUPA SOFTWARE INC.

-$1.1M

0 -100%

减持

— PAYPAL HOLDINGS INC

-$1.1M

31,768 -1%

增持

— CAESARS ENTERTAINMNT

+$1.1M

30,956 +35%

清仓

— QUAD GRAPHICS

-$1.1M

0 -100%

减持

PANW PALO ALTO NETWORKS INC

+$1.0M

19,209 -13%

减持

EIHIX EATON VANCE HIGH INCOME

-$1.0M

1,027,703 -18%

增持

EMR EMERSON ELECTRIC CO

+$989.0K

52,688 +28%

减持

JNJ JOHNSON & JOHNSON

-$986.0K

11,270 -34%

建仓

— GLOBAL X US INF DEV ETF

+$983.0K

38,675

增持

— STAR BULK CARRIERS CORP

+$980.0K

125,190 +42%

减持

— FATE THERAPEUTICS INC

-$953.0K

17,099 -24%

增持

— INTUITIVE SURGICAL

+$895.0K

7,797 +5%

增持

DHR DANAHER CORP

+$834.0K

13,272 +11%

清仓

— UNITED STATES STEEL CORP

-$818.0K

0 -100%

增持

SPG SIMON PROPERTY GROUP

+$801.0K

48,747 +15%

建仓

NVO NOVO NORDISK (ADR)

+$797.0K

8,305

增持

BE BLOOM ENERGY CORP

-$790.0K

122,369 +7%

减持

— COSTCO WHOLESALE CORP

+$765.0K

17,923 -3%

减持

— FEDEX CORPORATION

-$761.0K

9,135 -1%

清仓

— BANDWIDTH INC

-$759.0K

0 -100%