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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 48增持 21减持 30清仓 51

方向

标的

Δ市值

现股数(环比)

减持

— SPDR S&P 500 ETF

-$34.2M

30,237 -72%

增持

— EXXON MOBIL CORP

+$10.8M

108,665 +502%

增持

SRLN SPDR BLACKSTONE ETF

+$10.6M

257,835 +5178%

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

— CONOCOPHILLIPS

+$10.1M

84,212

减持

PANW PALO ALTO NETWORKS INC

-$9.0M

19,463 -63%

建仓

NVO NOVO NORDISK (ADR)

+$8.2M

89,826

建仓

SLB SCHLUMBERGER LTD

+$7.8M

133,578

建仓

— DIAMONDBACK ENERGY

+$7.6M

49,022

减持

— NETFLIX INC

-$7.5M

6,069 -73%

减持

— ORACLE CORP

-$7.2M

25,264 -69%

清仓

— US TREASURY

-$7.1M

0 -100%

建仓

— US TREASURY

+$7.1M

7,100,000

增持

LLY ELI LILLY & COMPANY

+$6.8M

35,385 +35%

减持

AMD ADVANCED MICRO DEVICES

-$6.5M

21,052 -72%

建仓

— MCKESSON CORPORATION

+$5.5M

12,637

增持

ABBV ABBVIE INC

+$5.5M

55,226 +167%

清仓

MLM MARTIN MARIETTA MATS

-$5.4M

0 -100%

建仓

AMGN AMGEN INC

+$5.4M

20,146

减持

— MERCK & CO INC

-$5.4M

16,753 -73%

清仓

FLS FLOWSERVE CORP

-$5.3M

0 -100%

清仓

SHAK SHAKE SHACK

-$5.2M

0 -100%

清仓

— EXPEDIA GROUP INC

-$5.1M

0 -100%

建仓

GE GENERAL ELECTRIC CO

+$5.1M

46,203

清仓

DAL DELTA AIR LINES INC

-$5.1M

0 -100%

清仓

ODFL OLD DOMINION FREIGHT LINE

-$5.1M

0 -100%

减持

LOW LOWES COMPANIES

-$5.1M

1,088 -95%

清仓

VMC VULCAN MATERIALS CO

-$5.1M

0 -100%

建仓

EXE CHESAPEAKE ENERGY CORP

+$5.0M

58,317

增持

— UNITEDHEALTH GROUP

+$5.0M

15,863 +156%

清仓

LULU LULULEMON ATHLETICA INC

-$5.0M

0 -100%

建仓

— PIONEER NATL RES

+$5.0M

21,707

清仓

TSM TAIWAN SEMICONDUCTOR

-$5.0M

0 -100%

建仓

NFG NATIONAL FUEL GAS COMPANY

+$5.0M

95,808

清仓

— GOLDMAN SACHS GROUP

-$5.0M

0 -100%

清仓

SWK STANLEY BLACK & DECKER

-$5.0M

0 -100%

增持

JNJ JOHNSON & JOHNSON

+$5.0M

41,310 +362%

建仓

— CHENIERE ENERGY INC

+$4.9M

29,784

清仓

EMN EASTMAN CHEM CO

-$4.9M

0 -100%

建仓

BDX BECTON DICKINSON & CO

+$4.7M

18,251

建仓

MCD MCDONALDS CORP

+$4.6M

17,625

减持

AAPL APPLE INC

-$4.2M

129,645 -5%

减持

— VISA INC

-$4.0M

5,457 -75%

清仓

URI UNITED RENTALS INC

-$3.6M

0 -100%

增持

— ALERIAN MLP ETF

+$3.6M

161,546 +97%

清仓

MTZ MASTEC INC

-$3.4M

0 -100%

清仓

— PAYCOM SOFTWARE INC

-$2.8M

0 -100%

减持

DE DEERE & COMPANY

-$2.8M

5,835 -53%

清仓

HRI HERC HLDGS INC

-$2.6M

0 -100%

建仓

OXY OCCIDENTAL PETROLEUM

+$2.6M

40,532

清仓

— FERRARI NV

-$2.6M

0 -100%

清仓

SIEGY SIEMENS AG (ADR)

-$2.6M

0 -100%

清仓

BWA BORGWARNER INC

-$2.5M

0 -100%

清仓

— GENERAL MOTORS

-$2.5M

0 -100%

减持

ALB ALBEMARLE CORP

-$2.5M

12,554 -40%

减持

— EQUITY LIFESTYLE PPTIES

-$2.5M

96,700 -25%

清仓

HCA HCA HEALTHCARE

-$2.5M

0 -100%

清仓

MSM MSC INDUSTRIAL DIRECT

-$2.5M

0 -100%

清仓

SBUX STARBUCKS CORP

-$2.5M

0 -100%

建仓

— ARISTA NETWORKS

+$2.4M

13,247

清仓

HXL HEXCEL CORP

-$2.4M

0 -100%

建仓

— LINDE PLC

+$2.4M

6,498

建仓

— CARRIER GLOBAL

+$2.4M

43,692

减持

— META PLATFORMS INC

-$2.4M

43,829 -19%

清仓

PGR PROGRESSIVE CORP OHIO

-$2.4M

0 -100%

清仓

LVMUY LVMH MOET HENNESSY (ADR)

-$2.3M

0 -100%

建仓

— IRON MOUNTAIN INC

+$2.3M

38,537

建仓

— GOLDMAN SACHS

+$2.2M

6,781

建仓

JBHT JB HUNT TRANSPORT SVCS

+$2.2M

11,516

建仓

— NEXSTAR MEDIA GROUP

+$2.2M

15,061

减持

AMZN AMAZON.COM INC

-$2.0M

110,774 -10%

建仓

— US TREASURY

+$1.9M

1,964,000

减持

APD AIR PRODUCTS & CHEMICALS

-$1.9M

8,293 -42%

减持

— ADOBE INC COM

-$1.9M

16,798 -21%

增持

IBM IBM CORP

+$1.9M

50,100 +30%

清仓

KEY KEYCORP

-$1.9M

0 -100%

减持

CAT CATERPILLAR INC

-$1.9M

12,430 -42%

清仓

— SOLAREDGE TECHNOLOGIES

-$1.8M

0 -100%

建仓

— CARETRUST REIT

+$1.8M

86,126

建仓

— CONCENTRIX CORP

+$1.7M

21,174

建仓

AEP AMERICAN ELECTRIC POWER

+$1.7M

22,422

建仓

— WELLTOWER INC

+$1.7M

20,477

建仓

— REXFORD INDL REALTY

+$1.7M

33,452

清仓

— ENPHASE ENERGY

-$1.6M

0 -100%

建仓

DTE DTE ENERGY HOLDING CO

+$1.6M

16,401

建仓

— AMERICOLD REALTY TRUST

+$1.6M

53,343

建仓

— EXELON CORP

+$1.6M

42,729

建仓

SRE SEMPRA

+$1.6M

23,672

清仓

— MOBILEYE

-$1.6M

0 -100%

建仓

MRSH MARSH & MCLENNAN COS

+$1.6M

8,293

清仓

— US TREASURY

-$1.5M

0 -100%

增持

— US TREASURY

+$1.5M

3,151,000 +86%

建仓

— ZSCALER INC

+$1.5M

9,409

清仓

— US TREASURY

-$1.4M

0 -100%

减持

— SERVICENOW INC

-$1.3M

14,396 -13%

增持

MSFT MICROSOFT CORPORATION

-$1.3M

52,186 +0%

清仓

WYNN WYNN RESORTS LTD

-$1.3M

0 -100%

建仓

— US TREASURY

+$1.3M

1,287,000

清仓

— COHERENT INC

-$1.2M

0 -100%

减持

BA BOEING CO

-$1.2M

1,228 -82%

增持

— US TREASURY

+$1.2M

1,596,000 +313%

清仓

— SHOPIFY INC

-$1.2M

0 -100%

清仓

— CALLON PETROLEUM CO

-$1.1M

0 -100%

建仓

TEAM ATLASSIAN CORP

+$1.1M

5,559

建仓

GPOR GULFPORT ENERGY CORP

+$1.1M

9,376

清仓

— BYD CO LTD - UNSPONSERED ADR

-$1.1M

0 -100%

建仓

— TRANE TECHNOLOGIES PLC

+$1.1M

5,274

减持

— ASML HOLDING NV (ADR)

-$1.1M

2,741 -26%

建仓

— HECLA MINING CO

+$1.1M

1,090,000

减持

— INTUITIVE SURGICAL

-$1.0M

9,999 -14%

减持

ENVX ENOVIX CORP

-$1.0M

127,281 -12%

增持

DLR DIGITAL REALTY TRUST INC

+$1.0M

29,993 +30%

建仓

— CARNIVAL CORP

+$991.2K

1,120,000

清仓

AIQUY AIR LIQUIDE ADR

-$989.0K

0 -100%

减持

— EQT CORP COM

-$984.1K

56,354 -29%

清仓

— SHOCKWAVE MED INC

-$969.7K

0 -100%

增持

— QUANTA SERVICES INC

+$931.7K

38,098 +21%

清仓

— PARTEK PHARMACEUTICALS

-$915.5K

0 -100%

清仓

— APPLIED OPTOELECTRONICS

-$880.8K

0 -100%

清仓

— UNITY SOFTWARE INC

-$874.8K

0 -100%

建仓

— TIAA FSB HOLDINGS INC

+$844.0K

908,000

清仓

OKTA OKTA INC A

-$842.0K

0 -100%

清仓

— ACTIVISION BLIZZARD

-$841.4K

0 -100%

建仓

— CITRIX SYSTEMS INC

+$820.0K

1,108,000

建仓

— ULTA BEAUTY INC

+$774.1K

1,938

减持

— DJ INDUSTRIAL ETF

-$764.6K

36,420 -3%

增持

— DIMENSIONAL US HIGH PROFIT ETF

+$752.2K

107,209 +42%

清仓

— GLOBAL X US INF DEV ETF

-$716.3K

0 -100%

增持

— FIRST TRUST TECH ALPHA ETF

+$694.4K

14,385 +83%

建仓

— IIP OPERATION PARTNER

+$677.2K

762,000

增持

AVUS AVANTIS US EQUITY ETF

+$675.6K

51,896 +25%

减持

— SPDR CONSUMER DISCRETION

-$640.7K

1,748 -68%

减持

— ALPHABET INC A

+$626.2K

112,917 -4%

清仓

— FREYR BATTERY

-$619.1K

0 -100%

建仓

— GLOBAL X U.S. PREFERRED ETF

+$608.7K

32,360

建仓

— COMERICA BANK

+$606.1K

649,000

建仓

— PETROLEOS MEXICANOS

+$580.0K

660,000

增持

— NUVEEN ESG LARGE CAP GROWTH ET

+$578.5K

26,498 +63%

清仓

— TRANSDIGM INC

-$565.7K

0 -100%

减持

PH PARKER HANNIFIN CORP

-$561.1K

19,174 -7%

减持

— TECHNOLOGY SPDR ETF

-$557.6K

2,994 -50%

增持

— JPMORGAN US QUALITY FACTOR ETF

+$555.7K

37,716 +55%

减持

MRVL MARVELL TECHNOLOGY INC

-$554.4K

32,509 -16%

清仓

— MOMO INC

-$540.7K

0 -100%

增持

SRPT SAREPTA THERAPEUTICS

+$540.1K

14,294 +37%

增持

FDT 1ST TR DEVELOPED MKT EX-US ETF

+$539.2K

37,647 +43%

增持

— US TREASURY

+$536.9K

1,646,000 +47%

建仓

— US TREASURY

+$519.2K

530,000

清仓

— GREENLIGHT CAPITAL RE

-$505.7K

0 -100%

减持

AXP AMERICAN EXPRESS

-$499.5K

15,348 -4%

清仓

— TRANSDIGM INC

-$493.8K

0 -100%