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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 57增持 28减持 21清仓 44

方向

标的

Δ市值

现股数(环比)

减持

— FINANCIAL SELECT SPDR

-$16.6M

11,308 -97%

清仓

— ENERGY SELECT SPDR

-$16.5M

0 -100%

减持

— SPDR INDUSTRIAL SELECT

-$14.1M

1,936 -98%

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

IGV ISHARE TECH SOFTWARE ETF

-$12.5M

0 -100%

清仓

— LAM RESEARCH CORP

-$11.7M

0 -100%

建仓

CMI CUMMINS INC

+$11.0M

33,952

建仓

NOC NORTHROP GRUMMAN CORP

+$10.9M

20,640

清仓

— JPMORGAN CHASE FINANCIAL

-$10.0M

0 -100%

建仓

— FREEPORT MCMORAN INC

+$9.8M

196,648

减持

— ALPHABET INC A

-$9.7M

58,194 -45%

建仓

IBM IBM CORP

+$9.5M

42,810

建仓

— ORACLE CORP

+$9.2M

53,809

增持

STT STATE STREET CORP

+$9.0M

126,793 +332%

清仓

NVO NOVO NORDISK (ADR)

-$9.0M

0 -100%

建仓

— US TREASURY

+$8.8M

8,823,000

建仓

LMT LOCKHEED MARTIN

+$8.6M

14,773

建仓

— CHUBB LTD

+$8.6M

29,899

建仓

LRCX LAM RESEARCH CORP

+$8.4M

10,264

建仓

— 3M COMPANY

+$8.3M

60,799

增持

— SERVICENOW INC

+$8.2M

12,032 +265%

增持

DHI D.R. HORTON

+$8.1M

55,256 +223%

增持

PH PARKER HANNIFIN CORP

+$7.9M

19,208 +130%

减持

BRK/B BERKSHIRE HATHAWAY B

-$7.9M

2,016 -91%

清仓

AVB AVALON BAY

-$7.4M

0 -100%

清仓

MU MICRON TECHNOLOGY INC

-$7.4M

0 -100%

建仓

RL RALPH LAUREN CORP

+$7.3M

37,891

建仓

— VISTRA CORP

+$7.3M

61,904

增持

AMD ADVANCED MICRO DEVICES

+$7.0M

55,055 +332%

建仓

LVS LAS VEGAS SANDS CORP

+$6.6M

131,216

建仓

SWK STANLEY BLACK & DECKER

+$6.6M

59,878

建仓

URI UNITED RENTALS INC

+$6.6M

8,133

建仓

— TARGET CORPORATION

+$6.5M

41,534

清仓

— CONSUMER STAPLES SPDR

-$6.5M

0 -100%

清仓

GLW CORNING INC

-$6.4M

0 -100%

建仓

VPU VANGUARD UTILITIES ETF

+$6.2M

35,351

减持

— SPDR UTILITIES ETF

-$5.8M

3,479 -96%

建仓

— US TREASURY

+$5.0M

5,055,000

清仓

— US TREASURY

-$4.8M

0 -100%

减持

MSFT MICROSOFT CORPORATION

-$4.7M

50,731 -15%

建仓

— BLACKROCK INC

+$4.5M

4,781

增持

APD AIR PRODUCTS & CHEMICALS

+$4.4M

21,538 +179%

增持

BSX BOSTON SCIENTIFIC CORP

+$4.4M

81,519 +154%

建仓

— JOHNSON CONTROLS

+$4.4M

56,052

减持

— CROWDSTRIKE HLDGS

-$4.3M

6,991 -57%

增持

— INTUITIVE SURGICAL

+$4.3M

22,427 +49%

建仓

CL COLGATE-PALMOLIVE COMPANY

+$4.3M

41,373

增持

— JPMORGAN CHASE & CO

+$4.2M

66,573 +37%

清仓

— QUANTA SERVICES INC

-$4.2M

0 -100%

建仓

SHW SHERWIN WILLIAMS CO

+$4.1M

10,758

减持

— REAL ESTATE SELECTOR SPDR

-$3.9M

8,429 -92%

减持

— VISA INC

-$3.8M

920 -94%

增持

— EATON CORP PLC

+$3.7M

37,728 +35%

减持

INTU INTUIT INC

-$3.6M

9,137 -36%

增持

AVGO BROADCOM LIMITED

+$3.6M

84,831 +1129%

减持

AMZN AMAZON.COM INC

-$3.5M

92,614 -14%

建仓

KWEB KRANESHARES CSI CHINA INTERNET

+$3.5M

101,555

增持

— NVIDIA CORP

+$3.4M

213,998 +17%

建仓

FXI ISHARES CHINA LARGE CAP

+$3.4M

106,138

建仓

— ALERIAN MLP ETF

+$3.4M

71,198

建仓

APO APOLLO GLOBAL MGT

+$3.3M

26,718

建仓

— TRUIST FINANCIAL

+$3.3M

76,699

增持

WMT WAL-MART STORES INC

+$3.3M

117,728 +28%

清仓

KMI KINDER MORGAN INC

-$3.3M

0 -100%

建仓

CMG CHIPOTLE MEXICAN GRILL

+$3.3M

56,513

清仓

ARM ARM HOLDINGS PLC ADR

-$3.2M

0 -100%

减持

— DIAMONDBACK ENERGY

-$3.2M

14,950 -48%

建仓

— INSTALLED BUILDING PRODUCTS

+$3.2M

13,010

增持

TMO THERMO FISHER SCIENTIFIC

+$3.1M

7,674 +157%

清仓

AMAT APPLIED MATERIALS

-$3.1M

0 -100%

清仓

— SCORPIO TANKERS INC

-$3.0M

0 -100%

建仓

— INNOVATIVE IND PROPERTIES

+$3.0M

21,964

减持

— MERCK & CO INC

-$2.9M

19,782 -53%

清仓

— CARRIER GLOBAL

-$2.9M

0 -100%

清仓

WDC WESTERN DIGITAL CORP

-$2.9M

0 -100%

清仓

— US TREASURY

-$2.9M

0 -100%

清仓

C CITIGROUP INC

-$2.9M

0 -100%

减持

AMGN AMGEN INC

-$2.8M

10,774 -46%

建仓

— ALIBABA GROUP

+$2.7M

25,662

清仓

NRG NRG ENERGY INC

-$2.7M

0 -100%

减持

— EXXON MOBIL CORP

-$2.7M

16,597 -59%

减持

LLY ELI LILLY & COMPANY

-$2.7M

16,477 -14%

清仓

MAR MARRIOTT INTERNATIONAL

-$2.7M

0 -100%

清仓

— NVENT ELECTRIC PLC

-$2.7M

0 -100%

清仓

TXRH TEXAS ROADHOUSE INC COM

-$2.6M

0 -100%

建仓

— JEFFERIES FINL

+$2.6M

42,181

增持

— EQUITY LIFESTYLE PPTIES

+$2.6M

124,617 +29%

清仓

— SUPER MICRO COMPUTER INC

-$2.6M

0 -100%

建仓

— US TREASURY

+$2.5M

2,500,000

清仓

EMR EMERSON ELECTRIC CO

-$2.4M

0 -100%

清仓

SIEGY SIEMENS AG (ADR)

-$2.3M

0 -100%

建仓

DTE DTE ENERGY HOLDING CO

+$2.3M

18,143

清仓

— TETRA TECH INC

-$2.2M

0 -100%

增持

— CONSTELLATION ENERGY

+$2.2M

18,569 +43%

建仓

WMS ADVANCED DRAINAGE SYSTSEMS INC

+$2.2M

13,849

清仓

O REALTY INCOME CORP

-$2.1M

0 -100%

增持

DOV DOVER CORP

+$2.1M

46,105 +24%

建仓

LEU CENTRUS ENERGY CORP

+$2.1M

38,093

建仓

CLS CELESTICA INC

+$2.0M

38,356

清仓

PENN PENN ENTERTAINMENT INC

-$1.9M

0 -100%

增持

AXP AMERICAN EXPRESS

+$1.9M

28,337 +14%

建仓

LULU LULULEMON ATHLETICA INC

+$1.9M

7,066

清仓

— HDFC BANK LTD

-$1.8M

0 -100%

减持

— META PLATFORMS INC

+$1.8M

38,031 -4%

建仓

— US TREASURY

+$1.8M

1,774,000

增持

— PUBLIC STORAGE

+$1.8M

11,122 +40%

清仓

— US TREASURY

-$1.7M

0 -100%

建仓

— GLOBAL MARINE INC

+$1.7M

1,788,000

清仓

TEAM ATLASSIAN CORP

-$1.7M

0 -100%

建仓

BIDU BAIDU INC (ADR)

+$1.7M

15,923

清仓

— CHART INDUSTRIES

-$1.7M

0 -100%

清仓

SCHW CHARLES SCHWAB CORP

-$1.7M

0 -100%

建仓

— SPOTIFY

+$1.6M

4,439

减持

TSM TAIWAN SEMICONDUCTOR

-$1.6M

40,917 -18%

清仓

— VERINT SYSTEMS INC

-$1.6M

0 -100%

建仓

— ZILLOW GROUP

+$1.6M

25,500

清仓

— HAWAIIAN AIRLINES 13-1A

-$1.5M

0 -100%

清仓

CDNS CADENCE DESIGN SYSTEMS

-$1.4M

0 -100%

清仓

— US TREASURY

-$1.4M

0 -100%

建仓

MTH MERITAGE HOMES CORP

+$1.3M

6,524

建仓

TMUS T-MOBILE US INC

+$1.3M

6,455

增持

QCOM QUALCOMM INC

+$1.3M

44,461 +42%

建仓

— BLACKROCK TCP CAP

+$1.3M

1,300,000

增持

— PROLOGIS INC

+$1.3M

27,789 +42%

建仓

— US TREASURY

+$1.3M

1,298,000

建仓

— ATI INC

+$1.3M

19,112

建仓

BTSG BRIGHTSPRING HEALTH SERVICES

+$1.2M

84,945

建仓

— US TREASURY

+$1.2M

1,250,000

建仓

— GE VERNOVA

+$1.2M

4,788

建仓

— KRATOS DEFENSE & SECURITY

+$1.2M

52,355

清仓

— SPIRIT AEROSYSTEMS INC

-$1.2M

0 -100%

减持

— TRANE TECHNOLOGIES PLC

-$1.2M

15,615 -29%

清仓

— FLUENCE ENERGY INC

-$1.2M

0 -100%

建仓

— BEIERSDORF AG ORD F

+$1.2M

7,750

清仓

— CREDIT ACCEPTANC

-$1.2M

0 -100%

增持

— MONGODB, INC.

+$1.1M

5,755 +250%

建仓

— AMC ENTERTAINMENT

+$1.1M

1,378,000

清仓

— NUSCALE PWR CORP CLASS A

-$1.1M

0 -100%

增持

— DUPONT DE NEMOURS INC

+$1.1M

39,425 +31%

清仓

— US TREASURY

-$1.0M

0 -100%

建仓

— US TREASURY

+$1.0M

1,030,000

减持

— GOLDMAN SACHS

+$1.0M

28,853 -2%

建仓

— TREX COMPANY INC

+$999.6K

15,013

增持

— FS KKR CAPITAL CORP

+$982.6K

1,119,000 +428%

减持

— DJ INDUSTRIAL ETF

+$964.0K

33,819 -1%

增持

— TESLA MOTORS INC

+$941.7K

14,763 +0%

增持

EMN EASTMAN CHEM CO

+$908.8K

61,224 +1%

清仓

— WESTERN ASSET MORTGAGE C

-$869.4K

0 -100%

增持

— PETROLEOS MEXICANOS

+$862.0K

1,584,000 +108%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN

+$828.4K

253,743 +9%

建仓

— US TREASURY

+$793.1K

798,000