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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 48增持 31减持 15清仓 56

方向

标的

Δ市值

现股数(环比)

减持

— EXXON MOBIL CORP

-$11.3M

15,204 -86%

减持

SRLN SPDR BLACKSTONE ETF

-$10.4M

8,885 -97%

清仓

— CONOCOPHILLIPS

-$10.1M

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。

增持

— CROWDSTRIKE HLDGS

+$9.7M

45,112 +315%

增持

— GOLDMAN SACHS

+$9.5M

30,334 +347%

增持

BA BOEING CO

+$9.3M

36,602 +2881%

建仓

DHI D.R. HORTON

+$8.6M

56,747

增持

PANW PALO ALTO NETWORKS INC

+$8.6M

44,486 +129%

增持

— JPMORGAN CHASE & CO

+$7.9M

64,349 +205%

清仓

SLB SCHLUMBERGER LTD

-$7.8M

0 -100%

建仓

— BLACKROCK INC

+$7.7M

9,523

建仓

LULU LULULEMON ATHLETICA INC

+$7.7M

15,099

增持

BRK/B BERKSHIRE HATHAWAY B

+$7.7M

23,057 +1328%

清仓

— US TREASURY

-$7.6M

0 -100%

建仓

APO APOLLO GLOBAL MGT

+$7.2M

77,288

建仓

— US TREASURY

+$7.1M

7,126,000

清仓

— US TREASURY

-$7.1M

0 -100%

建仓

RL RALPH LAUREN CORP

+$7.0M

48,834

清仓

IBM IBM CORP

-$7.0M

0 -100%

清仓

AMAT APPLIED MATERIALS

-$6.9M

0 -100%

清仓

— US TREASURY

-$6.9M

0 -100%

减持

LLY ELI LILLY & COMPANY

-$6.9M

20,813 -41%

清仓

— ALERIAN MLP ETF

-$6.8M

0 -100%

增持

MSFT MICROSOFT CORPORATION

+$6.6M

61,455 +18%

建仓

— KONTOOR BRANDS

+$6.6M

105,983

建仓

— ROYAL CARIBBEAN CRUISES

+$6.5M

49,944

增持

— VISA INC

+$6.5M

29,629 +443%

增持

AMD ADVANCED MICRO DEVICES

+$6.3M

57,709 +174%

建仓

— US TREASURY

+$6.0M

6,059,000

增持

— META PLATFORMS INC

+$6.0M

54,183 +24%

增持

— NVIDIA CORP

+$5.9M

32,573 +39%

增持

— NETFLIX INC

+$5.9M

16,743 +176%

建仓

SWK STANLEY BLACK & DECKER

+$5.7M

58,194

增持

— TRANE TECHNOLOGIES PLC

+$5.7M

27,751 +426%

建仓

MS MORGAN STANLEY

+$5.7M

61,056

建仓

UNP UNION PACIFIC CORP

+$5.6M

22,922

建仓

— NEXTERA ENERGY INC

+$5.6M

91,734

建仓

CMI CUMMINS INC

+$5.5M

23,028

建仓

— US TREASURY

+$5.5M

5,546,000

清仓

— MCKESSON CORPORATION

-$5.5M

0 -100%

增持

— ULTA BEAUTY INC

+$5.4M

12,684 +554%

增持

AVGO BROADCOM LIMITED

+$5.4M

13,591 +16%

建仓

— TRUIST FINANCIAL

+$5.4M

145,855

建仓

ROP ROPER TECHNOLOGIES INC

+$5.4M

9,859

建仓

— VALE S.A. (ADR)

+$5.3M

336,821

清仓

ROK ROCKWELL AUTOMATION INC

-$5.3M

0 -100%

减持

— DIAMONDBACK ENERGY

-$5.3M

14,878 -70%

清仓

TEX TEREX CORPORATION

-$5.3M

0 -100%

建仓

— LAM RESEARCH CORP

+$5.2M

6,640

清仓

— US TREASURY

-$5.2M

0 -100%

减持

ABBV ABBVIE INC

-$5.1M

20,203 -63%

清仓

EMR EMERSON ELECTRIC CO

-$5.1M

0 -100%

减持

JNJ JOHNSON & JOHNSON

-$5.1M

8,794 -79%

清仓

EXE CHESAPEAKE ENERGY CORP

-$5.0M

0 -100%

清仓

— PIONEER NATL RES

-$5.0M

0 -100%

清仓

NFG NATIONAL FUEL GAS COMPANY

-$5.0M

0 -100%

清仓

— CHENIERE ENERGY INC

-$4.9M

0 -100%

减持

— UNITEDHEALTH GROUP

-$4.8M

6,157 -61%

清仓

BDX BECTON DICKINSON & CO

-$4.7M

0 -100%

增持

AMZN AMAZON.COM INC

+$4.7M

123,394 +11%

减持

— QUANTA SERVICES INC

-$4.2M

13,397 -65%

建仓

— US TREASURY

+$3.8M

3,836,000

建仓

— PINTEREST INC CL A

+$3.8M

102,938

增持

IWM ISHARES RUSSELL 2000

+$3.8M

21,012 +737%

增持

DTE DTE ENERGY HOLDING CO

+$3.7M

48,287 +194%

清仓

CAT CATERPILLAR INC

-$3.4M

0 -100%

增持

— JPM PREMIUM EQUITY FUND

+$3.3M

68,624 +620%

清仓

— US TREASURY

-$3.1M

0 -100%

建仓

SPG SIMON PROPERTY GROUP

+$3.1M

21,553

建仓

— WASTE MANAGEMENT

+$3.0M

16,770

建仓

— EXPEDIA GROUP INC

+$3.0M

19,777

增持

— EATON CORP PLC

+$2.9M

43,298 +23%

建仓

SHW SHERWIN WILLIAMS CO

+$2.9M

9,251

建仓

— US TREASURY

+$2.9M

2,891,000

建仓

TSM TAIWAN SEMICONDUCTOR

+$2.8M

26,800

增持

DLR DIGITAL REALTY TRUST INC

+$2.8M

47,579 +59%

建仓

— HILTON WORLDWIDE

+$2.7M

15,079

清仓

— ORACLE CORP

-$2.7M

0 -100%

增持

USB US BANCORP

+$2.7M

73,476 +365%

建仓

WDAY WORKDAY INC CLASS A

+$2.6M

9,545

清仓

OXY OCCIDENTAL PETROLEUM

-$2.6M

0 -100%

建仓

MAR MARRIOTT INTERNATIONAL

+$2.6M

11,655

建仓

GPN GLOBAL PAYMENTS INC

+$2.6M

20,666

增持

PH PARKER HANNIFIN CORP

+$2.6M

21,873 +14%

增持

— DATADOG INC

+$2.6M

29,585 +167%

建仓

TXRH TEXAS ROADHOUSE INC COM

+$2.6M

21,070

建仓

HWM HOWMET AEROSPACE INC

+$2.5M

46,759

建仓

— US TREASURY

+$2.5M

2,536,000

增持

— UBER TECHNOLOGIES INC

+$2.5M

59,487 +139%

建仓

HXL HEXCEL CORP

+$2.5M

33,741

清仓

— MASTERCARD

-$2.5M

0 -100%

建仓

MTH MERITAGE HOMES CORP

+$2.5M

14,081

清仓

AIR AAR CORP

-$2.4M

0 -100%

清仓

— CARRIER GLOBAL

-$2.4M

0 -100%

清仓

— CIVITAS RESOURCES INC

-$2.4M

0 -100%

清仓

— CITIGROUP GLOBAL MARKETS

-$2.3M

0 -100%

清仓

— IRON MOUNTAIN INC

-$2.3M

0 -100%

清仓

AXP AMERICAN EXPRESS

-$2.3M

0 -100%

建仓

AIQUY AIR LIQUIDE ADR

+$2.3M

58,767

清仓

— EQT CORP COM

-$2.3M

0 -100%

增持

— LINDE PLC

+$2.3M

11,456 +76%

建仓

LHX L3HARRIS TECHNOLOGIES INC

+$2.3M

10,689

清仓

DE DEERE & COMPANY

-$2.2M

0 -100%

清仓

JBHT JB HUNT TRANSPORT SVCS

-$2.2M

0 -100%

清仓

— NEXSTAR MEDIA GROUP

-$2.2M

0 -100%

清仓

ALB ALBEMARLE CORP

-$2.1M

0 -100%

建仓

— SCORPIO TANKERS INC

+$2.1M

34,419

建仓

DIN DINEEQUITY INC

+$2.0M

41,111

建仓

OKE ONEOK INC

+$1.9M

27,410

清仓

— CARETRUST REIT

-$1.8M

0 -100%

清仓

MRVL MARVELL TECHNOLOGY INC

-$1.8M

0 -100%

建仓

FSLR FIRST SOLAR INC

+$1.8M

10,178

增持

WMT WAL-MART STORES INC

+$1.7M

44,442 +35%

清仓

— ZOETIS INC

-$1.7M

0 -100%

清仓

AEP AMERICAN ELECTRIC POWER

-$1.7M

0 -100%

清仓

— WELLTOWER INC

-$1.7M

0 -100%

清仓

— REXFORD INDL REALTY

-$1.7M

0 -100%

清仓

— US TREASURY

-$1.6M

0 -100%

清仓

— AMERICOLD REALTY TRUST

-$1.6M

0 -100%

清仓

— EXELON CORP

-$1.6M

0 -100%

清仓

— ASML HOLDING NV (ADR)

-$1.6M

0 -100%

清仓

SRE SEMPRA

-$1.6M

0 -100%

减持

— US TREASURY

-$1.6M

1,998,000 -45%

清仓

— CHART INDUSTRIES

-$1.6M

0 -100%

增持

DIS WALT DISNEY CO

+$1.6M

20,216 +498%

减持

INTU INTUIT INC

+$1.5M

15,339 -3%

减持

— TESLA MOTORS INC

-$1.5M

14,773 -28%

建仓

— IMMUNOCORE HOLDINGS LTD

+$1.4M

20,821

减持

NVO NOVO NORDISK (ADR)

-$1.4M

65,538 -27%

建仓

— BYD CO LTD - UNSPONSERED ADR

+$1.4M

24,836

清仓

BILL BILL COM HLDGS INC

-$1.3M

0 -100%

建仓

— ZILLOW GROUP

+$1.3M

22,477

减持

— SPDR S&P 500 ETF

+$1.2M

29,743 -2%

建仓

— SHOCKWAVE MED INC

+$1.1M

5,884

清仓

GPOR GULFPORT ENERGY CORP

-$1.1M

0 -100%

减持

— ADOBE INC COM

-$1.1M

12,572 -25%

建仓

— US TREASURY

+$1.1M

1,080,000

清仓

— ALLEGHENY TECH INC

-$1.0M

0 -100%

清仓

— CONFLUENT INC - CLASS A

-$1.0M

0 -100%

清仓

EXAS EXACT SCIENCES CORP

-$1.0M

0 -100%

清仓

— MONDAY.COM LTD

-$1.0M

0 -100%

清仓

— OMEROS CORP

-$988.7K

0 -100%

增持

MCD MCDONALDS CORP

+$972.8K

18,940 +7%

建仓

ARM ARM HOLDINGS PLC ADR

+$950.8K

12,653

清仓

— ROYAL CARIBBEAN CRUISES

-$947.6K

0 -100%

增持

— CLOUDFLARE INC

+$931.6K

13,839 +295%

减持

— DJ INDUSTRIAL ETF

+$912.8K

34,791 -4%

清仓

— TILRAY INC

-$909.3K

0 -100%

增持

— CONCENTRIX CORP

+$849.4K

25,920 +22%

清仓

— SITEONE LNDSCP SUPPLY

-$838.3K

0 -100%