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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 46增持 24减持 23清仓 57

方向

标的

Δ市值

现股数(环比)

增持

— FINANCIAL SELECT SPDR

+$16.9M

415,753 +7644%

增持

— ENERGY SELECT SPDR

+$16.1M

181,027 +4341%

增持

— SPDR INDUSTRIAL SELECT

+$14.0M

117,535 +4695%

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

IGV ISHARE TECH SOFTWARE ETF

+$12.5M

143,719

清仓

— US TREASURY

-$10.6M

0 -100%

增持

— ALPHABET INC A

+$10.3M

106,052 +77%

减持

DIS WALT DISNEY CO

-$9.7M

2,882 -96%

清仓

CAT CATERPILLAR INC

-$8.9M

0 -100%

清仓

— CONOCOPHILLIPS

-$8.6M

0 -100%

减持

C CITIGROUP INC

-$8.5M

45,113 -75%

增持

AAPL APPLE INC

+$8.5M

150,039 +11%

减持

BAC BANK OF AMERICA CORP

-$8.3M

10,628 -95%

减持

IWM ISHARES RUSSELL 2000

-$8.1M

3,076 -93%

增持

BRK/B BERKSHIRE HATHAWAY B

+$8.1M

21,592 +1197%

减持

ABT ABBOTT LABORATORIES

-$7.8M

18,070 -79%

增持

DLR DIGITAL REALTY TRUST INC

+$7.6M

66,240 +290%

建仓

AVB AVALON BAY

+$7.4M

35,710

建仓

SPG SIMON PROPERTY GROUP

+$7.1M

46,925

增持

PANW PALO ALTO NETWORKS INC

+$7.1M

36,021 +98%

增持

AVGO BROADCOM LIMITED

+$7.0M

6,902 +123%

建仓

DOV DOVER CORP

+$6.7M

37,314

清仓

PSX PHILLIPS 66

-$6.5M

0 -100%

清仓

URI UNITED RENTALS INC

-$6.5M

0 -100%

减持

GE GE AEROSPACE

-$6.4M

1,344 -96%

清仓

SCCO SOUTHERN COPPER CORP

-$6.4M

0 -100%

建仓

GLW CORNING INC

+$6.4M

164,518

增持

— NVIDIA CORP

+$6.4M

182,579 +920%

清仓

— INVESCO DB AGRICULTURE FD

-$6.3M

0 -100%

清仓

— TRAVELERS COMPANIES INC

-$6.3M

0 -100%

清仓

CTRA COTERRA ENERGY INC

-$6.3M

0 -100%

清仓

— TRUIST FINANCIAL

-$6.3M

0 -100%

清仓

MLM MARTIN MARIETTA MATS

-$6.3M

0 -100%

建仓

QCOM QUALCOMM INC

+$6.2M

31,316

清仓

IBM IBM CORP

-$6.2M

0 -100%

增持

— JPMORGAN CHASE & CO

+$6.2M

48,641 +170%

增持

MSFT MICROSOFT CORPORATION

+$6.2M

59,381 +23%

增持

— CONSUMER STAPLES SPDR

+$6.2M

84,447 +2445%

清仓

— HILTON WORLDWIDE

-$6.2M

0 -100%

清仓

NUE NUCOR CORP

-$6.2M

0 -100%

减持

HD HOME DEPOT

-$6.2M

7,533 -67%

清仓

— ORACLE CORP

-$6.2M

0 -100%

清仓

UNP UNION PACIFIC CORP

-$6.1M

0 -100%

建仓

— SPDR UTILITIES ETF

+$6.0M

88,678

减持

— DIAMONDBACK ENERGY

-$5.9M

28,888 -51%

减持

— EXXON MOBIL CORP

-$5.8M

40,463 -55%

减持

— CROWDSTRIKE HLDGS

-$5.8M

16,389 -56%

建仓

— US TREASURY

+$4.8M

4,826,000

减持

— JPM PREMIUM EQUITY FUND

-$4.8M

12,905 -86%

建仓

— NEXTERA ENERGY INC

+$4.6M

65,027

增持

— META PLATFORMS INC

+$4.4M

39,651 +23%

减持

OKE ONEOK INC

-$4.3M

40,945 -57%

建仓

— REAL ESTATE SELECTOR SPDR

+$4.3M

110,825

清仓

WSM WILLIAMS SONOMA INC

-$4.2M

0 -100%

增持

AMZN AMAZON.COM INC

+$4.1M

107,458 +16%

减持

— VISA INC

-$3.8M

15,517 -45%

增持

MU MICRON TECHNOLOGY INC

+$3.8M

56,145 +85%

减持

BSX BOSTON SCIENTIFIC CORP

-$3.8M

32,109 -65%

减持

— SERVICENOW INC

-$3.6M

3,292 -60%

减持

— SALESFORCE.COM INC

-$3.5M

7,891 -57%

清仓

OC OWENS CORNING INC

-$3.4M

0 -100%

建仓

WMB WILLIAMS COMPANIES INC

+$3.3M

78,316

清仓

— ARVINAS HOLDING COMPANY

-$3.3M

0 -100%

清仓

— BLACKROCK INC

-$3.3M

0 -100%

建仓

KMI KINDER MORGAN INC

+$3.3M

164,219

建仓

ARM ARM HOLDINGS PLC ADR

+$3.2M

19,698

增持

AMGN AMGEN INC

+$3.2M

20,090 +86%

清仓

SLB SCHLUMBERGER LTD

-$3.2M

0 -100%

减持

— MERCK & CO INC

-$3.2M

41,912 -34%

增持

LLY ELI LILLY & COMPANY

+$3.2M

19,116 +5%

清仓

— LINDE PLC

-$3.2M

0 -100%

清仓

— ROYAL CARIBBEAN CRUISES

-$3.2M

0 -100%

清仓

HON HONEYWELL

-$3.1M

0 -100%

清仓

— NXP SEMICONDUCTORS NV

-$3.1M

0 -100%

清仓

AIG AMERICAN INTL GROUP

-$3.1M

0 -100%

清仓

GEHC GE HEALTHCARE TECH

-$3.1M

0 -100%

建仓

AMAT APPLIED MATERIALS

+$3.1M

13,005

减持

CVX CHEVRON CORPORATION

-$3.1M

1,579 -92%

清仓

— AMDOCS LIMITED

-$3.0M

0 -100%

清仓

SHW SHERWIN WILLIAMS CO

-$3.0M

0 -100%

建仓

— CARRIER GLOBAL

+$2.9M

46,018

增持

AXP AMERICAN EXPRESS

+$2.9M

24,891 +98%

建仓

WDC WESTERN DIGITAL CORP

+$2.9M

38,020

建仓

— US TREASURY

+$2.9M

2,891,000

清仓

— US TREASURY

-$2.9M

0 -100%

清仓

SHAK SHAKE SHACK

-$2.9M

0 -100%

建仓

IBN ICICI BANK LTD SPON ADR

+$2.7M

94,727

建仓

NRG NRG ENERGY INC

+$2.7M

34,944

建仓

— NVENT ELECTRIC PLC

+$2.7M

34,864

增持

SRLN SPDR BLACKSTONE SENIOR LOAN

+$2.6M

233,682 +38%

建仓

— SCHNEIDER ELEC SA UNSP ADR

+$2.6M

54,474

建仓

— ZOETIS INC

+$2.6M

14,905

清仓

CHRD CHORD ENERGY CORP

-$2.5M

0 -100%

减持

— QUANTA SERVICES INC

-$2.4M

16,414 -35%

建仓

— DUPONT DE NEMOURS INC

+$2.4M

30,124

建仓

AEP AMERICAN ELECTRIC POWER

+$2.4M

27,329

增持

— LAM RESEARCH CORP

+$2.4M

10,996 +15%

建仓

EMR EMERSON ELECTRIC CO

+$2.4M

21,725

清仓

— EQUINIX INC (REIT)

-$2.3M

0 -100%

建仓

— US TREASURY

+$2.3M

2,363,000

清仓

HUBB HUBBELL INC COM

-$2.3M

0 -100%

建仓

— PUBLIC STORAGE

+$2.3M

7,937

清仓

WYNN WYNN RESORTS LTD

-$2.2M

0 -100%

建仓

— TETRA TECH INC

+$2.2M

10,959

增持

— GOLDMAN SACHS

+$2.2M

29,341 +11%

清仓

GPN GLOBAL PAYMENTS INC

-$2.2M

0 -100%

建仓

STT STATE STREET CORP

+$2.2M

29,339

建仓

O REALTY INCOME CORP

+$2.1M

40,033

建仓

— US TREASURY

+$2.0M

2,053,000

建仓

APD AIR PRODUCTS & CHEMICALS

+$2.0M

7,710

清仓

— ENPHASE ENERGY

-$2.0M

0 -100%

建仓

PENN PENN ENTERTAINMENT INC

+$1.9M

100,103

清仓

MRSH MARSH & MCLENNAN COS

-$1.9M

0 -100%

建仓

— HDFC BANK LTD

+$1.8M

28,610

清仓

SRPT SAREPTA THERAPEUTICS

-$1.8M

0 -100%

建仓

CRS CARPENTER TECHNOLOGY CORP

+$1.7M

15,528

清仓

SYM SYMBOTIC INC CLASS A

-$1.7M

0 -100%

增持

— SUPER MICRO COMPUTER INC

+$1.7M

3,138 +249%

建仓

— CHART INDUSTRIES

+$1.7M

11,477

建仓

SCHW CHARLES SCHWAB CORP

+$1.7M

22,472

建仓

— UBER TECHNOLOGIES INC

+$1.7M

22,720

减持

PH PARKER HANNIFIN CORP

-$1.6M

8,346 -21%

增持

ENVX ENOVIX CORP

+$1.6M

110,699 +872%

建仓

— VERINT SYSTEMS INC

+$1.6M

49,782

清仓

— SHOCKWAVE MED INC

-$1.6M

0 -100%

清仓

EADSY AIRBUS GROUP ADR

-$1.6M

0 -100%

清仓

— RH (RESTORATION HDWR)

-$1.6M

0 -100%

清仓

— US TREASURY

-$1.5M

0 -100%

清仓

DIN DINEEQUITY INC

-$1.5M

0 -100%

清仓

— ARMSTRONG WORLD IND

-$1.4M

0 -100%

清仓

— CLOUDFLARE INC

-$1.4M

0 -100%

建仓

— US TREASURY

+$1.4M

1,396,000

清仓

— IMMUNOCORE HOLDINGS LTD

-$1.4M

0 -100%

清仓

SNOW SNOWFLAKE INC

-$1.3M

0 -100%

建仓

— ICAHN ENTERPRISES

+$1.3M

1,400,000

清仓

— US TREASURY

-$1.3M

0 -100%

减持

— MONGODB, INC.

-$1.3M

1,642 -65%

清仓

— ICAHN ENTERPRISES/FIN

-$1.3M

0 -100%

建仓

— ARGAN INC COM

+$1.3M

17,397

建仓

— JEFFERIES FIN GROUP

+$1.3M

1,255,000

建仓

— PIMCO SENIOR LOAN ACTIVE ETF

+$1.2M

23,359

清仓

— US TREASURY

-$1.2M

0 -100%

减持

— NETFLIX INC

-$1.1M

8,462 -25%

建仓

— NUSCALE PWR CORP CLASS A

+$1.1M

94,535

清仓

— US TREASURY

-$1.1M

0 -100%

清仓

— VITAL ENERGY INC

-$1.0M

0 -100%

减持

— WASTE MANAGEMENT

-$955.7K

13,911 -24%

清仓

— US TREASURY

-$911.8K

0 -100%

建仓

— KEYCORP CAPITAL

+$896.4K

908,000

清仓

— US TREASURY

-$850.4K

0 -100%

清仓

— TENET HEALTHCARE

-$815.9K

0 -100%