小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 48
增持 21
减持 40
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
—
META PLATFORMS INC
-$11.7M
22,437
-55%
减持
INTU
INTUIT INC
-$10.0M
20,136
-34%
减持
—
ENERGY SELECT SPDR
-$9.3M
15,884
-92%
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。
清仓
—
NETFLIX INC
-$9.0M
0
-100%
清仓
F
FORD MOTOR COMPANY
-$8.9M
0
-100%
清仓
—
JOHNSON CONTROLS
-$8.6M
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$8.4M
0
-100%
建仓
—
DIAMONDBACK ENERGY
+$8.4M
61,192
减持
ABT
ABBOTT LABORATORIES
-$8.2M
18,785
-75%
建仓
CLF
CLEVELAND CLIFFS INC
+$8.0M
248,704
建仓
—
DEVON ENERGY CORP
+$7.9M
133,100
建仓
—
CHUBB LTD
+$7.9M
36,720
建仓
—
CONSTELLATION ENERGY
+$7.8M
138,336
建仓
ADM
ARCHER DANIELS MIDLAND
+$7.8M
85,970
减持
TMO
THERMO FISHER SCIENTIFIC
-$7.6M
4,182
-72%
增持
NSC
NORFOLK SOUTHERN CORP
+$7.6M
35,583
+322%
增持
TSCO
TRACTOR SUPPLY CO
+$7.6M
44,434
+278%
建仓
PSX
PHILLIPS 66
+$7.4M
85,857
建仓
—
US TREASURY
+$7.4M
7,597,000
建仓
—
EOG RESOURCES INC
+$7.3M
61,555
建仓
—
FREEPORT MCMORAN INC
+$7.2M
143,922
建仓
AGCO
AGCO CORP
+$7.1M
48,561
增持
—
VISA INC
+$6.8M
32,297
+2039%
清仓
AMD
ADVANCED MICRO DEVICES
-$6.8M
0
-100%
减持
LOW
LOWES COMPANIES
-$6.8M
3,094
-89%
清仓
—
US TREASURY
-$6.8M
0
-100%
减持
—
PROLOGIS INC
-$6.5M
39,750
-48%
增持
—
PIONEER NATL RES
+$6.3M
36,494
+131%
建仓
NOC
NORTHROP GRUMMAN CORP
+$6.1M
13,662
减持
—
NXP SEMICONDUCTORS NV
-$6.1M
11,106
-69%
减持
AVGO
BROADCOM LIMITED
-$6.1M
6,562
-57%
增持
BX
BLACKSTONE INC
+$6.0M
66,954
+252%
建仓
HAL
HALLIBURTON
+$6.0M
158,821
建仓
LMT
LOCKHEED MARTIN
+$5.9M
13,446
清仓
DOV
DOVER CORP
-$5.8M
0
-100%
清仓
ELV
ANTHEM INC
-$5.8M
0
-100%
减持
PEP
PEPSICO INC
-$5.8M
2,749
-92%
清仓
WMT
WAL-MART STORES INC
-$5.7M
0
-100%
减持
KO
COCA COLA COMPANY
-$5.7M
11,363
-89%
清仓
MKC
MCCORMICK & COMPANY
-$5.6M
0
-100%
建仓
—
THE MOSAIC CO
+$5.6M
84,036
减持
—
JPMORGAN CHASE & CO
-$5.6M
7,165
-83%
建仓
URI
UNITED RENTALS INC
+$5.6M
15,661
增持
CVX
CHEVRON CORPORATION
+$5.5M
38,027
+594%
减持
—
GOLDMAN SACHS
-$5.5M
8,346
-62%
建仓
—
DUKE ENERGY CORP
+$5.5M
49,040
清仓
—
FIRST REPUBLIC BANK
-$5.5M
0
-100%
清仓
SWK
STANLEY BLACK & DECKER
-$5.5M
0
-100%
清仓
ESS
ESSEX PROPERTY TRUST
-$5.5M
0
-100%
建仓
AEP
AMERICAN ELECTRIC POWER
+$5.4M
54,485
清仓
MS
MORGAN STANLEY
-$5.4M
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$5.4M
0
-100%
减持
BAC
BANK OF AMERICA CORP
-$5.4M
13,844
-90%
建仓
—
METLIFE INC
+$5.2M
74,270
建仓
—
APA CORPORATION
+$5.2M
125,883
减持
AVB
AVALON BAY
-$5.0M
21,122
-48%
增持
PANW
PALO ALTO NETWORKS INC
+$5.0M
15,795
+82%
减持
MSFT
MICROSOFT CORPORATION
-$5.0M
66,873
-12%
减持
—
FINANCIAL SELECT SPDR
-$4.8M
23,642
-84%
减持
—
SERVICENOW INC
-$4.6M
3,762
-63%
减持
—
COSTCO WHOLESALE CORP
-$4.2M
11,186
-40%
减持
AAPL
APPLE INC
-$4.2M
182,581
-10%
增持
ABBV
ABBVIE INC
+$4.2M
93,779
+15%
建仓
NFE
NEW FORTRESS ENERGY
+$4.1M
96,229
增持
—
GLOBAL SHIP LEASE
+$4.0M
228,647
+109%
清仓
MLM
MARTIN MARIETTA MATS
-$3.9M
0
-100%
增持
—
US TREASURY
+$3.8M
7,703,000
+105%
减持
—
CISCO SYSTEMS INC
-$3.7M
52,927
-49%
减持
PFE
PFIZER INCORPORATED
-$3.4M
97,736
-32%
减持
—
SHOPIFY INC
-$3.4M
3,364
-18%
建仓
DIN
DINEEQUITY INC
+$3.3M
42,316
清仓
TJX
TJX COMPANIES INC
-$3.3M
0
-100%
清仓
—
SEA LTD (ADR)
-$3.3M
0
-100%
建仓
ALL
ALLSTATE CORP
+$3.2M
23,305
清仓
—
AMBARELLA INC F
-$3.2M
0
-100%
减持
CVS
CVS HEALTH CORP
-$3.2M
65,291
-31%
减持
—
INTUITIVE SURGICAL
-$3.1M
17,561
-25%
清仓
DGX
QUEST DIAGNOSTICS INC
-$3.1M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$3.1M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE
-$3.1M
0
-100%
建仓
SYK
STRYKER CORP
+$3.0M
11,318
清仓
—
CDW CORP
-$3.0M
0
-100%
清仓
—
EXTRA SPACE STORAGE REIT
-$3.0M
0
-100%
清仓
—
PAYPAL HOLDINGS INC
-$3.0M
0
-100%
减持
PH
PARKER HANNIFIN CORP
-$3.0M
720
-93%
清仓
TOL
TOLL BROTHERS INC
-$3.0M
0
-100%
建仓
—
CIVITAS RESOURCES INC
+$3.0M
50,127
增持
—
RAYTHEON TECHNOLOGIES
+$3.0M
32,622
+1039%
建仓
LYV
LIVE NATION ENTMT INC
+$3.0M
25,267
建仓
AA
ALCOA CORPORATION
+$2.9M
32,640
建仓
CHH
CHOICE HOTELS INTL INC
+$2.9M
20,667
清仓
VMC
VULCAN MATERIALS CO
-$2.9M
0
-100%
建仓
APD
AIR PRODUCTS & CHEMICALS
+$2.9M
11,530
减持
—
BIOHAVEN PHARMACEUTICAL
-$2.8M
25,934
-39%
清仓
JBHT
JB HUNT TRANSPORT SVCS
-$2.8M
0
-100%
清仓
—
ULTA BEAUTY INC
-$2.8M
0
-100%
清仓
FFIV
F5 NETWORKS INC
-$2.8M
0
-100%
增持
DE
DEERE & COMPANY
+$2.7M
25,466
+11%
减持
SPG
SIMON PROPERTY GROUP
-$2.7M
23,773
-35%
减持
—
ALPHABET INC A
-$2.7M
6,321
-10%
减持
—
CARRIER GLOBAL ORD SHS
-$2.6M
10,825
-81%
减持
AXP
AMERICAN EXPRESS
-$2.6M
16,441
-53%
建仓
SRE
SEMPRA ENERGY
+$2.6M
15,183
建仓
SBUX
STARBUCKS CORP
+$2.5M
28,015
清仓
—
TRANE TECHNOLOGIES PLC
-$2.5M
0
-100%
建仓
—
ZIM INTEGRATED SHIPPING
+$2.5M
34,295
增持
EMN
EASTMAN CHEM CO
+$2.5M
45,812
+109%
减持
DHR
DANAHER CORP
-$2.4M
3,387
-68%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$2.4M
9,794
清仓
—
QUANTA SERVICES INC
-$2.4M
0
-100%
建仓
—
LAREDO PETROLEUM INC
+$2.2M
28,359
建仓
AAP
ADVANCE AUTO PARTS
+$2.2M
10,751
建仓
—
SHOCKWAVE MED INC
+$2.2M
10,412
清仓
—
FLUENCE ENERGY INC
-$2.2M
0
-100%
增持
LLY
ELI LILLY & COMPANY
+$2.1M
18,286
+60%
建仓
—
SUNRUN INC
+$2.1M
67,768
建仓
—
EAST WEST BANCORP INC
+$2.1M
26,037
清仓
—
SOFI TECHNOLOGIES INC
-$2.1M
0
-100%
建仓
—
PAYCOM SOFTWARE INC
+$2.0M
5,908
清仓
—
IDEXX LABORATORIES INC
-$2.0M
0
-100%
增持
—
MCKESSON CORPORATION
+$2.0M
26,436
+8%
减持
—
CONFLUENT INC - CLASS A
-$2.0M
7,500
-75%
清仓
CE
CELANESE CORP
-$2.0M
0
-100%
增持
NKE
NIKE INC CLASS B
+$1.9M
20,869
+289%
增持
EMR
EMERSON ELECTRIC CO
+$1.9M
71,605
+30%
建仓
—
DATADOG INC
+$1.9M
12,334
增持
—
UNITEDHEALTH GROUP
+$1.8M
23,666
+16%
建仓
SNOW
SNOWFLAKE INC
+$1.8M
8,004
建仓
MAR
MARRIOTT INTERNATIONAL
+$1.7M
9,905
减持
SQ
SQUARE INC CL A
-$1.7M
4,257
-70%
减持
—
NVIDIA CORP
-$1.7M
38,851
-7%
清仓
VEEV
VEEVA SYSTEMS INC
-$1.7M
0
-100%
建仓
KALU
KAISER ALUMINUM CORP NEW
+$1.7M
17,833
清仓
HRI
HERC HLDGS COM
-$1.7M
0
-100%
建仓
—
SOLAREDGE TECHNOLOGIES
+$1.7M
5,132
减持
EIHIX
EATON VANCE HIGH INCOME
-$1.6M
91,540
-80%
减持
—
CONOCOPHILLIPS
+$1.6M
69,476
-6%
增持
CAT
CATERPILLAR INC
+$1.6M
29,787
+22%
减持
—
SALESFORCE.COM INC
-$1.6M
3,366
-63%
建仓
—
SCHNITZER STEEL A
+$1.6M
30,310
清仓
—
LYONDELLBASELL
-$1.6M
0
-100%
减持
—
ZSCALER INC
-$1.5M
6,784
-31%
清仓
—
FATE THERAPEUTICS INC
-$1.5M
0
-100%
建仓
WEX
WEX INC
+$1.5M
8,167
清仓
—
ZOOMINFO TECHNOLOGIES
-$1.4M
0
-100%
减持
HD
HOME DEPOT
-$1.4M
9,605
-7%
增持
—
SPDR S&P 500 ETF
+$1.4M
36,350
+15%
建仓
—
ADOBE INC COM
+$1.3M
2,933
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$1.3M
30,766
增持
—
EQUITY LIFESTYLE PPTIES
-$1.3M
145,313
+3%
