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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 150 项建仓 34增持 27减持 41清仓 48

方向

标的

Δ市值

现股数(环比)

增持

— SPDR S&P 500 ETF

+$27.4M

75,417 +158%

建仓

— US TREASURY

+$10.1M

10,193,000

清仓

— FREEPORT MCMORAN INC

-$9.8M

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。

建仓

WFC WELLS FARGO

+$9.6M

137,361

清仓

AMD ADVANCED MICRO DEVICES

-$9.0M

0 -100%

清仓

— EQUITY LIFESTYLE PPTIES

-$8.9M

0 -100%

增持

BAC BANK OF AMERICA CORP

+$8.8M

210,560 +1772%

减持

DHI D.R. HORTON

-$8.8M

12,470 -77%

清仓

— US TREASURY

-$8.8M

0 -100%

清仓

LMT LOCKHEED MARTIN

-$8.6M

0 -100%

清仓

— CHUBB LTD

-$8.6M

0 -100%

减持

NOC NORTHROP GRUMMAN CORP

-$8.2M

5,840 -72%

建仓

— SOFI TECHNOLOGIES INC

+$8.0M

522,312

清仓

QCOM QUALCOMM INC

-$7.6M

0 -100%

增持

APO APOLLO GLOBAL MGT

+$7.2M

63,601 +138%

建仓

ROK ROCKWELL AUTOMATION INC

+$7.1M

24,727

清仓

EMN EASTMAN CHEM CO

-$6.9M

0 -100%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN

+$6.7M

413,365 +63%

清仓

LVS LAS VEGAS SANDS CORP

-$6.6M

0 -100%

清仓

SWK STANLEY BLACK & DECKER

-$6.6M

0 -100%

增持

— SALESFORCE.COM INC

+$6.6M

24,935 +290%

清仓

URI UNITED RENTALS INC

-$6.6M

0 -100%

清仓

— TARGET CORPORATION

-$6.5M

0 -100%

减持

— ORACLE CORP

-$6.5M

16,176 -70%

建仓

C CITIGROUP INC

+$6.3M

89,666

减持

LLY ELI LILLY & COMPANY

-$6.3M

10,749 -35%

建仓

EXE EXPAND ENERGY CORPORATION

+$6.2M

62,369

增持

LRCX LAM RESEARCH CORP

-$6.2M

30,433 +197%

清仓

VPU VANGUARD UTILITIES ETF

-$6.2M

0 -100%

清仓

— US TREASURY

-$6.1M

0 -100%

建仓

VOO VANGUARD S&P 500

+$5.9M

10,980

增持

— GE VERNOVA

+$5.7M

20,945 +337%

增持

— PIMCO SENIOR LOAN ACTIVE ETF

+$5.5M

137,902 +361%

建仓

— US TREASURY

+$5.3M

5,369,000

清仓

— US TREASURY

-$5.0M

0 -100%

清仓

— US TREASURY

-$5.0M

0 -100%

增持

MRVL MARVELL TECHNOLOGY INC

+$5.0M

54,797 +271%

增持

— VISA INC

+$5.0M

16,514 +1695%

增持

HON HONEYWELL

+$4.6M

22,086 +1192%

建仓

DAL DELTA AIR LINES INC

+$4.5M

74,942

建仓

FTEXX FIDELITY MUNICIPAL MONEYMARKET

+$4.5M

4,508,078

减持

— NVIDIA CORP

-$4.5M

160,130 -25%

减持

— GOLDMAN SACHS

-$4.3M

17,380 -40%

清仓

CL COLGATE-PALMOLIVE COMPANY

-$4.3M

0 -100%

清仓

SHW SHERWIN WILLIAMS CO

-$4.1M

0 -100%

减持

— META PLATFORMS INC

-$4.1M

30,223 -21%

建仓

KMI KINDER MORGAN INC

+$3.9M

141,979

清仓

— US TREASURY

-$3.8M

0 -100%

增持

— ALERIAN MLP ETF

+$3.8M

148,044 +108%

增持

— CISCO SYSTEMS INC

+$3.8M

105,510 +125%

建仓

T AT&T INC

+$3.6M

156,014

清仓

— DUPONT DE NEMOURS INC

-$3.5M

0 -100%

清仓

— PROLOGIS INC

-$3.5M

0 -100%

清仓

AMGN AMGEN INC

-$3.5M

0 -100%

清仓

KWEB KRANESHARES CSI CHINA INTERNET

-$3.5M

0 -100%

减持

TMO THERMO FISHER SCIENTIFIC

-$3.4M

2,542 -67%

清仓

FXI ISHARES CHINA LARGE CAP

-$3.4M

0 -100%

建仓

— CHENIERE ENERGY INC

+$3.3M

15,516

清仓

— INSTALLED BUILDING PRODUCTS

-$3.2M

0 -100%

建仓

NRG NRG ENERGY INC

+$3.1M

34,792

减持

— EATON CORP PLC

-$3.1M

28,357 -25%

减持

STT STATE STREET CORP

-$3.1M

82,955 -35%

建仓

— CME GROUP INC

+$3.1M

13,208

清仓

— INNOVATIVE IND PROPERTIES

-$3.0M

0 -100%

减持

— JPMORGAN CHASE & CO

-$2.8M

46,729 -30%

清仓

— ALIBABA GROUP

-$2.7M

0 -100%

建仓

— US TREASURY

+$2.7M

2,697,000

清仓

— DIAMONDBACK ENERGY

-$2.6M

0 -100%

减持

IBM IBM CORP

-$2.6M

31,440 -27%

增持

— VISTRA CORP

+$2.5M

71,570 +16%

减持

AMZN AMAZON.COM INC

+$2.5M

90,052 -3%

建仓

— QUANTA SERVICES INC

+$2.4M

7,729

建仓

ANET ARISTA NETWORKS

+$2.4M

22,053

建仓

— EQT CORP COM

+$2.4M

52,739

清仓

— ARISTA NETWORKS

-$2.4M

0 -100%

清仓

DTE DTE ENERGY HOLDING CO

-$2.3M

0 -100%

减持

DOV DOVER CORP

-$2.3M

34,962 -24%

清仓

AEP AMERICAN ELECTRIC POWER

-$2.3M

0 -100%

减持

PH PARKER HANNIFIN CORP

-$2.2M

15,569 -19%

建仓

— US TREASURY

+$2.2M

2,250,000

清仓

WMS ADVANCED DRAINAGE SYSTSEMS INC

-$2.2M

0 -100%

增持

— BLACKROCK INC

+$2.2M

6,530 +37%

清仓

LEU CENTRUS ENERGY CORP

-$2.1M

0 -100%

清仓

— US TREASURY

-$2.0M

0 -100%

建仓

— SIEMENS ENERGY AG ADR

+$2.0M

38,980

减持

TSM TAIWAN SEMICONDUCTOR

-$2.0M

25,907 -37%

增持

BSX BOSTON SCIENTIFIC CORP

+$2.0M

98,710 +21%

减持

CMI CUMMINS INC

-$1.9M

26,149 -23%

建仓

— COHERENT INC

+$1.8M

18,731

清仓

— US TREASURY

-$1.8M

0 -100%

减持

— TRANE TECHNOLOGIES PLC

-$1.7M

11,808 -24%

减持

AAPL APPLE INC

-$1.7M

118,784 -12%

清仓

BIDU BAIDU INC (ADR)

-$1.7M

0 -100%

减持

— NEXTERA ENERGY INC

-$1.7M

45,831 -22%

减持

FSLR FIRST SOLAR INC

-$1.6M

9,791 -27%

建仓

— US TREASURY

+$1.5M

1,553,000

建仓

— US TREASURY

+$1.5M

1,518,000

清仓

— UBER TECHNOLOGIES INC

-$1.5M

0 -100%

建仓

— US TREASURY

+$1.5M

1,465,000

建仓

— US TREASURY

+$1.5M

1,451,000

清仓

— ZSCALER INC

-$1.4M

0 -100%

增持

SRE SEMPRA

+$1.4M

41,601 +53%

清仓

— AMC ENTERTAINMENT HLDGS

-$1.4M

0 -100%

清仓

BCYC BICYCLE THERAPEUTICS

-$1.4M

0 -100%

清仓

MTH MERITAGE HOMES CORP

-$1.3M

0 -100%

增持

— DUKE ENERGY CORP

+$1.3M

33,710 +68%

建仓

SNOW SNOWFLAKE INC

+$1.3M

8,512

增持

SO SOUTHERN CO

+$1.3M

44,155 +70%

减持

— CONSTELLATION ENERGY

-$1.3M

15,849 -15%

清仓

— ATI INC

-$1.3M

0 -100%

减持

RL RALPH LAUREN CORP

+$1.3M

37,226 -2%

增持

— TRUIST FINANCIAL

+$1.2M

104,399 +36%

减持

— JOHNSON CONTROLS

-$1.1M

40,650 -27%

增持

DLR DIGITAL REALTY TRUST INC

+$1.1M

61,876 +1%

减持

AVGO BROADCOM LIMITED

+$1.0M

67,575 -20%

减持

WMT WAL-MART STORES INC

+$1.0M

116,628 -1%

清仓

— CDK GLOBAL INC

-$1.0M

0 -100%

清仓

— TREX COMPANY INC

-$999.6K

0 -100%

减持

— NETFLIX INC

+$993.2K

7,645 -7%

清仓

— BELO CORP

-$819.5K

0 -100%

清仓

— US TREASURY

-$793.1K

0 -100%

建仓

— GENESIS ENERGY LP

+$774.8K

769,000

增持

— TEGNA INC

+$761.4K

1,020,000 +410%

建仓

— CLEVELAND-CLIFFS STEEL

+$729.9K

729,000

减持

— ALPHABET INC A

+$725.3K

54,816 -6%

建仓

BX BLACKSTONE INC

+$715.5K

4,150

减持

BE BLOOM ENERGY CORP

+$711.8K

111,085 -33%

减持

MSFT MICROSOFT CORPORATION

-$703.7K

50,120 -1%

清仓

— FLY LEASING LTD

-$666.4K

0 -100%

减持

KLAC KLA CORPORATION

-$654.7K

4,050 -2%

减持

— JEFFERIES FINL

+$652.1K

41,433 -2%

建仓

— WOLFSPEED INC

+$649.8K

1,585,000

增持

— PUBLIC STORAGE

-$645.7K

11,359 +2%

减持

WMB WILLIAMS COMPANIES INC

+$617.2K

77,659 -1%

增持

GPOR GULFPORT ENERGY CORP

+$571.2K

9,528 +22%

减持

LII LENNOX INTERNATIONAL

-$563.1K

3,749 -20%

减持

MELI MERCADOLIBRE INC

-$555.8K

904 -11%

建仓

— US TREASURY

+$548.0K

549,000

减持

— 3M COMPANY

-$547.8K

60,140 -1%

减持

— SERVICENOW INC

+$519.4K

10,641 -12%

减持

— UNITEDHEALTH GROUP

-$512.8K

6,412 -0%

减持

— DJ INDUSTRIAL ETF

-$506.3K

32,440 -4%

增持

— TRANSOCEAN INC

+$501.0K

913,000 +154%

增持

— AMC ENTERTAINMENT

+$494.5K

1,833,000 +33%

减持

— INTUITIVE SURGICAL

+$477.4K

22,023 -2%

清仓

— US TREASURY

-$472.0K

0 -100%

减持

— US TREASURY

-$460.9K

821,000 -37%

建仓

— VANECK AA-BB CLO ETF

+$457.6K

9,040

增持

— BLACKROCK TCP CAP

+$444.4K

1,695,000 +30%

建仓

— US TREASURY

+$436.8K

450,000