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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 53
增持 28
减持 32
清仓 37
方向
标的
Δ市值
现股数(环比)
建仓
C
CITIGROUP INC
+$11.4M
179,924
减持
AVGO
BROADCOM LIMITED
-$11.1M
3,092
-77%
增持
—
DIAMONDBACK ENERGY
+$9.3M
58,781
+295%
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。
减持
BA
BOEING CO
-$9.3M
1,228
-97%
增持
—
EXXON MOBIL CORP
+$9.0M
90,303
+494%
建仓
CAT
CATERPILLAR INC
+$8.9M
24,409
建仓
—
CONOCOPHILLIPS
+$8.6M
67,746
增持
BAC
BANK OF AMERICA CORP
+$8.3M
229,648
+1905%
增持
DIS
WALT DISNEY CO
+$8.2M
81,916
+305%
减持
PANW
PALO ALTO NETWORKS INC
-$8.0M
18,155
-59%
清仓
LULU
LULULEMON ATHLETICA INC
-$7.7M
0
-100%
增持
ABT
ABBOTT LABORATORIES
+$7.7M
85,161
+371%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$7.5M
1,665
-93%
减持
—
JPMORGAN CHASE & CO
-$7.3M
17,997
-72%
清仓
APO
APOLLO GLOBAL MGT
-$7.2M
0
-100%
减持
—
ADOBE INC COM
-$7.2M
675
-95%
清仓
—
US TREASURY
-$7.1M
0
-100%
清仓
RL
RALPH LAUREN CORP
-$7.0M
0
-100%
增持
SRLN
SPDR BLACKSTONE SENIOR LOAN
+$6.8M
169,438
+1807%
增持
TSM
TAIWAN SEMICONDUCTOR
+$6.7M
69,587
+160%
减持
AMD
ADVANCED MICRO DEVICES
-$6.6M
10,473
-82%
清仓
—
KONTOOR BRANDS
-$6.6M
0
-100%
建仓
EMN
EASTMAN CHEM CO
+$6.5M
65,297
建仓
PSX
PHILLIPS 66
+$6.5M
39,989
增持
—
MERCK & CO INC
+$6.5M
63,343
+278%
建仓
URI
UNITED RENTALS INC
+$6.5M
9,015
建仓
SCCO
SOUTHERN COPPER CORP
+$6.4M
60,185
建仓
—
INVESCO DB AGRICULTURE FD
+$6.3M
256,137
建仓
—
TRAVELERS COMPANIES INC
+$6.3M
27,527
建仓
CTRA
COTERRA ENERGY INC
+$6.3M
227,127
建仓
MLM
MARTIN MARIETTA MATS
+$6.3M
10,223
建仓
BSX
BOSTON SCIENTIFIC CORP
+$6.3M
91,392
建仓
IBM
IBM CORP
+$6.2M
32,661
清仓
—
ULTA BEAUTY INC
-$6.2M
0
-100%
建仓
NUE
NUCOR CORP
+$6.2M
31,230
建仓
—
ORACLE CORP
+$6.2M
48,990
增持
HD
HOME DEPOT
+$5.9M
22,845
+176%
减持
DHI
D.R. HORTON
-$5.9M
16,730
-71%
清仓
SWK
STANLEY BLACK & DECKER
-$5.7M
0
-100%
清仓
MS
MORGAN STANLEY
-$5.7M
0
-100%
增持
OKE
ONEOK INC
+$5.7M
94,900
+246%
清仓
MCD
MCDONALDS CORP
-$5.6M
0
-100%
清仓
—
NEXTERA ENERGY INC
-$5.6M
0
-100%
清仓
CMI
CUMMINS INC
-$5.5M
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$5.4M
0
-100%
清仓
—
VALE S.A. (ADR)
-$5.3M
0
-100%
清仓
DTE
DTE ENERGY HOLDING CO
-$5.3M
0
-100%
减持
—
ALPHABET INC A
-$5.0M
59,829
-41%
增持
IWM
ISHARES RUSSELL 2000
+$4.6M
41,695
+98%
减持
—
BLACKROCK INC
-$4.4M
3,962
-58%
建仓
WSM
WILLIAMS SONOMA INC
+$4.2M
13,331
减持
PH
PARKER HANNIFIN CORP
-$4.2M
10,554
-52%
增持
—
LAM RESEARCH CORP
+$4.1M
9,585
+44%
减持
DLR
DIGITAL REALTY TRUST INC
-$4.0M
16,994
-64%
清仓
—
PINTEREST INC CL A
-$3.8M
0
-100%
增持
—
INTUITIVE SURGICAL
+$3.8M
16,799
+95%
增持
—
QUANTA SERVICES INC
+$3.7M
25,387
+89%
清仓
—
UBER TECHNOLOGIES INC
-$3.7M
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$3.6M
30,276
减持
—
META PLATFORMS INC
-$3.6M
32,177
-41%
增持
—
HILTON WORLDWIDE
+$3.5M
29,067
+93%
建仓
—
DELL TECHNOLOGIES INC
+$3.4M
29,905
建仓
OC
OWENS CORNING INC
+$3.4M
20,445
减持
—
ROYAL CARIBBEAN CRUISES
-$3.3M
22,701
-55%
建仓
—
ARVINAS HOLDING COMPANY
+$3.3M
80,202
建仓
SLB
SCHLUMBERGER LTD
+$3.2M
58,316
建仓
HON
HONEYWELL
+$3.1M
15,082
建仓
—
NXP SEMICONDUCTORS NV
+$3.1M
12,464
建仓
AIG
AMERICAN INTL GROUP
+$3.1M
39,430
建仓
GEHC
GE HEALTHCARE TECH
+$3.1M
33,858
清仓
SPG
SIMON PROPERTY GROUP
-$3.1M
0
-100%
清仓
—
EXPEDIA GROUP INC
-$3.0M
0
-100%
建仓
—
AMDOCS LIMITED
+$3.0M
32,738
增持
CVX
CHEVRON CORPORATION
+$2.9M
20,948
+648%
建仓
—
US TREASURY
+$2.9M
2,891,000
清仓
—
US TREASURY
-$2.9M
0
-100%
建仓
AXP
AMERICAN EXPRESS
+$2.9M
12,576
建仓
SHAK
SHAKE SHACK
+$2.9M
27,468
减持
MSFT
MICROSOFT CORPORATION
-$2.8M
48,299
-21%
清仓
WDAY
WORKDAY INC CLASS A
-$2.6M
0
-100%
清仓
APD
AIR PRODUCTS & CHEMICALS
-$2.6M
0
-100%
建仓
LII
LENNOX INTERNATIONAL
+$2.6M
5,295
清仓
—
CONCENTRIX CORP
-$2.5M
0
-100%
清仓
—
US TREASURY
-$2.5M
0
-100%
建仓
—
VERTIV HOLDINGS LLC CL A
+$2.5M
30,538
清仓
HXL
HEXCEL CORP
-$2.5M
0
-100%
减持
USB
US BANCORP
-$2.5M
15,800
-78%
清仓
MTH
MERITAGE HOMES CORP
-$2.5M
0
-100%
减持
AMGN
AMGEN INC
-$2.4M
10,799
-43%
建仓
HUBB
HUBBELL INC COM
+$2.3M
5,517
清仓
AIQUY
AIR LIQUIDE ADR
-$2.3M
0
-100%
建仓
ALL
ALLSTATE CORP
+$2.3M
13,218
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$2.3M
0
-100%
建仓
WYNN
WYNN RESORTS LTD
+$2.2M
21,967
减持
—
SALESFORCE.COM INC
-$2.2M
18,503
-38%
减持
—
DATADOG INC
-$2.2M
11,190
-62%
建仓
—
DUKE ENERGY CORP
+$2.2M
22,405
建仓
SO
SOUTHERN CO
+$2.1M
29,722
建仓
SRE
SEMPRA
+$2.1M
29,420
减持
AMZN
AMAZON.COM INC
-$2.1M
92,251
-25%
建仓
SIEGY
SIEMENS AG (ADR)
+$2.1M
21,547
减持
LLY
ELI LILLY & COMPANY
+$2.0M
18,182
-13%
清仓
—
US TREASURY
-$2.0M
0
-100%
建仓
GPOR
GULFPORT ENERGY CORP
+$1.9M
11,805
增持
—
JPM PREMIUM EQUITY FUND
+$1.7M
95,401
+39%
增持
NVO
NOVO NORDISK (ADR)
+$1.7M
66,186
+1%
建仓
SYM
SYMBOTIC INC CLASS A
+$1.7M
37,766
增持
—
ENPHASE ENERGY
+$1.6M
16,168
+538%
建仓
EADSY
AIRBUS GROUP ADR
+$1.6M
33,815
建仓
—
RH (RESTORATION HDWR)
+$1.6M
4,453
减持
—
LINDE PLC
-$1.5M
6,805
-41%
建仓
—
PIMCO ACTIVE BOND ETF
+$1.5M
16,000
建仓
—
DOUBLELINE OPPORTUNISTIC BOND
+$1.5M
31,930
增持
—
SPDR S&P 500 ETF
+$1.4M
29,783
+0%
建仓
—
ARMSTRONG WORLD IND
+$1.4M
11,550
减持
ENVX
ENOVIX CORP
-$1.4M
11,394
-91%
清仓
—
TALOS PRODUCTION INC
-$1.4M
0
-100%
减持
—
SUPER MICRO COMPUTER INC
-$1.4M
900
-89%
清仓
—
US TREASURY
-$1.4M
0
-100%
减持
—
NETFLIX INC
-$1.3M
11,261
-33%
建仓
—
US TREASURY
+$1.3M
1,319,000
减持
—
TRANE TECHNOLOGIES PLC
+$1.3M
26,864
-3%
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$1.3M
0
-100%
清仓
—
ZILLOW GROUP
-$1.3M
0
-100%
清仓
—
DELEK LOG PART/FINANCE
-$1.2M
0
-100%
减持
—
SERVICENOW INC
-$1.1M
8,143
-22%
清仓
VCAIX
VNGRD INTERMED CA TAX EX
-$1.1M
0
-100%
减持
—
ARISTA NETWORKS
-$1.1M
6,308
-49%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.1M
15,131
减持
—
BYD CO LTD - UNSPONSERED ADR
-$1.1M
6,000
-76%
增持
BCYC
BICYCLE THERAPEUTICS
+$1.1M
50,260
+393%
建仓
—
MERCER INTL INC
+$994.6K
1,140,000
清仓
ARM
ARM HOLDINGS PLC ADR
-$950.8K
0
-100%
增持
—
TRUIST FINANCIAL
+$943.9K
162,363
+11%
减持
—
UNITEDHEALTH GROUP
-$940.4K
4,651
-24%
增持
—
WASTE MANAGEMENT
+$920.0K
18,407
+10%
建仓
—
US TREASURY
+$911.8K
915,000
减持
—
EATON CORP PLC
-$905.3K
30,452
-30%
建仓
—
US TREASURY
+$850.4K
856,000
建仓
—
TENET HEALTHCARE
+$815.9K
819,000
建仓
—
CIMPRESS PLC
+$792.0K
795,000
建仓
—
US TREASURY
+$771.7K
772,000
增持
CDNS
CADENCE DESIGN SYSTEMS
+$762.7K
4,635
+86%
增持
—
TESLA MOTORS INC
-$757.4K
16,573
+12%
减持
GE
GE AEROSPACE
+$756.3K
37,800
-18%
清仓
—
RIVIAN AUTOMOTIVE
-$747.6K
0
-100%
增持
—
DJ INDUSTRIAL ETF
+$745.5K
34,838
+0%
增持
—
THE TRADE DESK CL A
+$699.2K
20,443
+35%
清仓
—
US TREASURY
-$682.2K
0
-100%
增持
—
US TREASURY
+$676.5K
1,196,000
+139%
