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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 67增持 21减持 22清仓 40

方向

标的

Δ市值

现股数(环比)

增持

— DJ INDUSTRIAL ETF

+$16.1M

85,235 +131%

增持

— SPDR GOLD SHARES ETF

+$15.9M

87,831 +6821%

建仓

— ISHARES SILVER TRUST

+$13.6M

615,274

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

NOC NORTHROP GRUMMAN CORP

-$10.0M

0 -100%

增持

— ENERGY SELECT SPDR

+$9.6M

122,191 +1996%

清仓

— MCKESSON CORPORATION

-$9.4M

0 -100%

增持

PANW PALO ALTO NETWORKS INC

+$8.1M

53,100 +197%

建仓

WYNN WYNN RESORTS LTD

+$8.1M

72,075

建仓

— ASML HOLDING NV (ADR)

+$7.5M

11,005

增持

— NVIDIA CORP

+$7.4M

30,591 +300%

清仓

PRU PRUDENTIAL FINANCIAL

-$6.9M

0 -100%

增持

AMZN AMAZON.COM INC

+$6.9M

105,810 +118%

建仓

— VISA INC

+$6.6M

29,484

建仓

— SALESFORCE.COM INC

+$6.6M

33,027

建仓

MCD MCDONALDS CORP

+$6.6M

23,442

建仓

CL COLGATE-PALMOLIVE COMPANY

+$6.5M

86,489

增持

— META PLATFORMS INC

+$6.5M

40,506 +131%

减持

— MERCK & CO INC

-$6.3M

63,205 -46%

增持

— ALPHABET INC A

+$6.2M

107,252 +92%

建仓

AMD ADVANCED MICRO DEVICES

+$5.9M

60,587

减持

— UNITEDHEALTH GROUP

-$5.9M

5,906 -64%

减持

SBUX STARBUCKS CORP

-$5.6M

17,785 -76%

清仓

HON HONEYWELL

-$5.3M

0 -100%

建仓

— ADOBE INC COM

+$5.3M

13,788

建仓

— FEDEX CORPORATION

+$5.3M

23,142

清仓

EMR EMERSON ELECTRIC CO

-$5.2M

0 -100%

增持

— SERVICENOW INC

+$5.1M

13,305 +380%

建仓

— WASTE MANAGEMENT INC

+$5.0M

30,661

减持

BMY BRISTOL MYERS SQUIBB

-$5.0M

4,780 -93%

建仓

AVB AVALON BAY

+$4.9M

29,419

建仓

KR KROGER COMPANY

+$4.9M

99,455

清仓

AMGN AMGEN INC

-$4.9M

0 -100%

建仓

SPG SIMON PROPERTY GROUP

+$4.9M

43,419

建仓

GD GENERAL DYNAMICS

+$4.9M

21,294

清仓

STZ CONSTELLATION BRANDS

-$4.8M

0 -100%

清仓

SRE SEMPRA

-$4.8M

0 -100%

增持

KO COCA COLA COMPANY

+$4.8M

89,148 +689%

增持

ABBV ABBVIE INC

+$4.8M

51,260 +146%

建仓

— PARAMOUNT GLOBAL

+$4.8M

214,143

建仓

BX BLACKSTONE INC

+$4.7M

54,042

减持

BA BOEING CO

-$4.7M

6,098 -81%

增持

AVGO BROADCOM LIMITED

+$4.7M

12,219 +119%

减持

— COSTCO WHOLESALE CORP

-$4.5M

888 -92%

减持

DE DEERE & COMPANY

-$4.3M

13,468 -42%

减持

LLY ELI LILLY & COMPANY

-$3.7M

27,813 -23%

建仓

— US TREASURY

+$3.6M

3,633,000

建仓

— ULTA BEAUTY INC

+$3.5M

6,437

建仓

— INGERSOLL RAND INC

+$3.5M

59,315

清仓

— US TREASURY

-$3.4M

0 -100%

减持

— PIONEER NATL RES

-$3.4M

10,791 -56%

减持

CVX CHEVRON CORPORATION

-$3.4M

2,285 -89%

增持

— LAM RESEARCH CORP

+$3.4M

9,394 +152%

建仓

DOV DOVER CORP

+$3.4M

22,406

减持

AAPL APPLE INC

+$3.4M

128,749 -6%

建仓

— MARATHON OIL CORP

+$3.3M

138,053

建仓

PSX PHILLIPS 66

+$3.3M

32,536

减持

— TRANE TECHNOLOGIES PLC

-$3.3M

12,952 -61%

建仓

— ALERIAN MLP ETF

+$3.2M

83,165

建仓

YUM YUM BRANDS INC

+$3.2M

24,332

建仓

TSCO TRACTOR SUPPLY CO

+$3.2M

13,662

建仓

— MARATHON PETROLEUM

+$3.2M

23,634

建仓

HAL HALLIBURTON

+$3.2M

100,451

减持

— DIAMONDBACK ENERGY

-$3.1M

16,662 -57%

增持

— TESLA MOTORS INC

+$3.0M

23,205 +61%

减持

AEP AMERICAN ELECTRIC POWER

-$2.9M

28,834 -50%

增持

— US TREASURY

+$2.9M

5,324,000 +119%

清仓

— DUKE ENERGY CORP

-$2.9M

0 -100%

建仓

LULU LULULEMON ATHLETICA INC

+$2.8M

7,557

增持

— EATON CORP PLC

+$2.7M

43,895 +44%

清仓

SLB SCHLUMBERGER LTD

-$2.7M

0 -100%

建仓

AVUS AVANTIS US EQUITY ETF

+$2.7M

37,671

减持

— CHUBB LTD

-$2.7M

23,210 -29%

清仓

— RAYTHEON TECHNOLOGIES

-$2.6M

0 -100%

增持

MELI MERCADOLIBRE INC

+$2.6M

2,831 +105%

建仓

GE GENERAL ELECTRIC CO

+$2.5M

26,102

清仓

— NEXTERA ENERGY INC

-$2.5M

0 -100%

建仓

YUMC YUM CHINA HOLDINGS INC

+$2.5M

38,800

建仓

— NXP SEMICONDUCTORS NV

+$2.4M

13,005

建仓

PGR PROGRESSIVE CORP OHIO

+$2.4M

16,732

建仓

AIR AAR CORP

+$2.4M

43,800

清仓

— WALGREENS BOOTS

-$2.4M

0 -100%

建仓

KEY KEYCORP

+$2.4M

188,855

减持

— PROLOGIS INC

-$2.3M

40,478 -38%

清仓

DG DOLLAR GENERAL

-$2.3M

0 -100%

建仓

PH PARKER HANNIFIN CORP

+$2.3M

6,914

清仓

— AMERICAN TOWER

-$2.3M

0 -100%

建仓

HXL HEXCEL CORP

+$2.3M

32,990

建仓

CHRD CHORD ENERGY CORP

+$2.2M

16,710

减持

— CONSTELLATION ENERGY

-$2.2M

28,522 -45%

清仓

— GOLDMAN SACHS

-$2.2M

0 -100%

建仓

— CDW CORP

+$2.1M

11,009

清仓

NSC NORFOLK SOUTHERN CORP

-$2.1M

0 -100%

清仓

— EQT CORP COM

-$1.9M

0 -100%

清仓

TXRH TEXAS ROADHOUSE INC COM

-$1.9M

0 -100%

减持

URI UNITED RENTALS INC

-$1.8M

2,566 -68%

清仓

KMI KINDER MORGAN INC

-$1.7M

0 -100%

清仓

WMB WILLIAMS COMPANIES INC

-$1.7M

0 -100%

增持

— EQUITY LIFESTYLE PPTIES

+$1.7M

124,010 +21%

清仓

— GLOBAL SHIP LEASE

-$1.7M

0 -100%

建仓

— ON HLDG AG

+$1.6M

53,046

减持

APD AIR PRODUCTS & CHEMICALS

-$1.6M

23,033 -14%

清仓

— DEVON ENERGY CORP

-$1.6M

0 -100%

清仓

— US TREASURY

-$1.5M

0 -100%

建仓

— DIMENSIONAL US CORE ETF

+$1.5M

51,637

建仓

— DIMENSIONAL INTERN CORE ETF

+$1.5M

54,932

增持

PEP PEPSICO INC

+$1.5M

37,175 +27%

建仓

BWXT BWX TECHNOLOGIES CO

+$1.5M

23,050

增持

MDLZ MONDELEZ INTERNATIONAL

+$1.4M

93,842 +23%

建仓

— US TREASURY

+$1.4M

1,453,000

清仓

BILL BILL COM HLDGS INC

-$1.3M

0 -100%

建仓

— US TREASURY

+$1.3M

1,327,000

建仓

HTHT H WORLD GROUP LTD ADR

+$1.3M

26,161

建仓

— ISHARES EDGE MSCI US QUALITY F

+$1.3M

10,275

清仓

— DATADOG INC

-$1.2M

0 -100%

建仓

— ALLEGHENY TECH INC

+$1.2M

30,929

建仓

— ISHARES ESG AWARE MSCI EAFE ET

+$1.2M

16,983

建仓

— BYD CO LTD - UNSPONSERED ADR

+$1.2M

20,696

清仓

MOH MOLINA HEALTHCARE

-$1.2M

0 -100%

建仓

SPR SPIRIT AEROSYSTEMS HLD

+$1.2M

34,833

建仓

— SBA COMMUNICATIONS CORP

+$1.2M

4,509

建仓

— US TREASURY

+$1.2M

1,178,000

建仓

— VITAL ENERGY INC

+$1.1M

1,175,000

清仓

— SVB FINANCIAL GROUP

-$1.1M

0 -100%

建仓

AIQUY AIR LIQUIDE ADR

+$1.1M

33,000

清仓

— LAREDO PETROLEUM

-$1.1M

0 -100%

建仓

— CREDIT ACCEPTANC

+$1.1M

1,155,000

清仓

— AMERESCO INC

-$1.1M

0 -100%

清仓

— PBF LOGISTICS LP

-$1.1M

0 -100%

增持

— SPDR S&P 500 ETF

+$1.1M

28,343 +3%

清仓

BCYC BICYCLE THERAPEUTICS

-$1.0M

0 -100%

建仓

PDD PINDUODUO INC

+$1.0M

13,603

建仓

— WISDOMTREE U.S. QUALITY DIVIDE

+$1.0M

16,132

建仓

BIDU BAIDU INC (ADR)

+$1.0M

6,644

清仓

— EZCORP INC

-$995.8K

0 -100%

建仓

— COLUMBIA FLT RATE R5 INST 2

+$970.1K

29,335

减持

MSFT MICROSOFT CORPORATION

+$960.1K

51,009 -11%

清仓

— CARRIER GLOBAL

-$950.6K

0 -100%

清仓

WING WINGSTOP INC

-$931.8K

0 -100%

建仓

— CHART INDUSTRIES

+$931.3K

7,427

建仓

— ROYAL CARIBBEAN CRUISES

+$923.4K

985,000

清仓

LYSDY LYNAS RARE EARTHS LTD ADR

-$910.0K

0 -100%

建仓

— SPIRIT AEROSYSTEMS INC

+$889.9K

1,050,000

清仓

— TALOS ENERGY INC

-$885.5K

0 -100%

减持

INTU INTUIT INC

+$863.5K

26,185 -6%

建仓

TEAM ATLASSIAN CORP

+$862.6K

5,039

清仓

— DISH DBS CORP

-$811.5K

0 -100%

建仓

— TITAN INTERNATIONAL INC

+$811.1K

900,000

减持

FSLR FIRST SOLAR INC

+$792.7K

14,647 -8%

清仓

— INTERCEPT PHARMAS

-$777.7K

0 -100%

建仓

QTEC FIRST TRUST NASDAQ 100 TECH

+$765.7K

5,867