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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 39增持 31减持 45清仓 35

方向

标的

Δ市值

现股数(环比)

减持

— SPDR S&P 500 ETF

-$27.7M

29,479 -61%

增持

— SPDR GOLD SHARES ETF

+$22.0M

77,757 +4969%

增持

— ENERGY SELECT SPDR

+$12.2M

133,341 +4958%

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

— US TREASURY

-$10.1M

0 -100%

清仓

WFC WELLS FARGO

-$9.6M

0 -100%

减持

— SERVICENOW INC

-$9.5M

2,182 -79%

减持

APO APOLLO GLOBAL MGT

-$9.2M

9,712 -85%

清仓

CMI CUMMINS INC

-$9.1M

0 -100%

减持

BAC BANK OF AMERICA CORP

-$8.8M

10,791 -95%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN

+$8.6M

629,125 +52%

清仓

RL RALPH LAUREN CORP

-$8.6M

0 -100%

减持

DLR DIGITAL REALTY TRUST INC

-$8.4M

18,119 -71%

清仓

— SOFI TECHNOLOGIES INC

-$8.0M

0 -100%

增持

ABBV ABBVIE INC

+$7.9M

53,595 +189%

增持

NOC NORTHROP GRUMMAN CORP

+$7.4M

19,788 +239%

减持

AVGO BROADCOM LIMITED

-$7.4M

49,469 -27%

建仓

GILD GILEAD SCIENCES INC

+$7.3M

65,246

增持

ABT ABBOTT LABORATORIES

+$7.1M

69,107 +282%

建仓

— CARETRUST REIT

+$7.1M

248,514

清仓

ROK ROCKWELL AUTOMATION INC

-$7.1M

0 -100%

清仓

SPG SIMON PROPERTY GROUP

-$6.9M

0 -100%

建仓

ROP ROPER TECHNOLOGIES INC

+$6.9M

11,704

建仓

CVS CVS HEALTH CORP

+$6.8M

100,912

清仓

— BLACKROCK INC

-$6.7M

0 -100%

增持

— PIMCO SENIOR LOAN ACTIVE ETF

+$6.6M

271,091 +97%

减持

WMT WAL-MART STORES INC

-$6.1M

50,898 -56%

清仓

MRVL MARVELL TECHNOLOGY INC

-$6.1M

0 -100%

减持

MSFT MICROSOFT CORPORATION

-$6.0M

40,207 -20%

清仓

VOO VANGUARD S&P 500

-$5.9M

0 -100%

减持

AMZN AMAZON.COM INC

-$5.8M

73,175 -19%

清仓

— US TREASURY

-$5.7M

0 -100%

减持

AAPL APPLE INC

-$5.2M

110,288 -7%

增持

LLY ELI LILLY & COMPANY

+$5.0M

16,075 +50%

增持

— US TREASURY

+$4.9M

5,262,000 +1813%

减持

— VISA INC

-$4.9M

873 -95%

减持

— GE VERNOVA

-$4.9M

6,494 -69%

减持

AXP AMERICAN EXPRESS

-$4.9M

10,688 -59%

减持

HON HONEYWELL

-$4.6M

1,668 -92%

清仓

DAL DELTA AIR LINES INC

-$4.5M

0 -100%

清仓

— TRUIST FINANCIAL

-$4.5M

0 -100%

建仓

BNY BANK NEW YORK MELLON

+$4.3M

51,240

增持

BRK/B BERKSHIRE HATHAWAY B

+$4.2M

9,616 +387%

建仓

CAT CATERPILLAR INC

+$4.1M

12,473

增持

— NVIDIA CORP

-$4.0M

161,078 +1%

增持

— EQT CORP COM

+$3.9M

119,372 +126%

增持

— NEXTERA ENERGY INC

+$3.9M

100,755 +120%

增持

WMB WILLIAMS COMPANIES INC

+$3.8M

134,361 +73%

建仓

— VERIZON COMMUNICATIONS

+$3.8M

84,113

减持

STT STATE STREET CORP

-$3.8M

48,437 -42%

增持

ALL ALLSTATE CORP

+$3.8M

32,548 +111%

减持

APD AIR PRODUCTS & CHEMICALS

-$3.7M

8,248 -61%

清仓

SRE SEMPRA

-$3.6M

0 -100%

建仓

— WELLTOWER INC

+$3.5M

23,026

减持

— 3M COMPANY

-$3.5M

28,932 -52%

减持

— VISTRA CORP

-$3.5M

54,166 -24%

减持

— INTUITIVE SURGICAL

-$3.5M

16,175 -27%

增持

— CISCO SYSTEMS INC

+$3.4M

156,743 +49%

清仓

— PUBLIC STORAGE

-$3.4M

0 -100%

减持

— SALESFORCE.COM INC

-$3.4M

18,522 -26%

清仓

CMG CHIPOTLE MEXICAN GRILL

-$3.4M

0 -100%

建仓

LB LANDBRIDGE CO LLC

+$3.3M

45,708

清仓

— JEFFERIES FINL

-$3.2M

0 -100%

建仓

O REALTY INCOME CORP

+$3.0M

51,953

建仓

AVB AVALON BAY

+$2.9M

13,638

建仓

FRT FEDERAL REALTY INVESTMENT TRUS

+$2.9M

29,824

减持

— GOLDMAN SACHS

-$2.9M

12,878 -26%

减持

— META PLATFORMS INC

-$2.9M

25,716 -15%

建仓

— ANTERO RESOURCES CORP

+$2.8M

69,924

减持

PH PARKER HANNIFIN CORP

-$2.8M

11,650 -25%

清仓

— SCHNEIDER ELEC SA UNSP ADR

-$2.7M

0 -100%

减持

— EATON CORP PLC

-$2.7M

24,560 -13%

建仓

AEE AMEREN CORP

+$2.7M

26,961

减持

— NETFLIX INC

-$2.6M

4,472 -42%

减持

— JPMORGAN CHASE & CO

-$2.6M

34,985 -25%

减持

IBM IBM CORP

-$2.6M

17,534 -44%

清仓

— FEDEX CORPORATION

-$2.5M

0 -100%

减持

DOV DOVER CORP

-$2.5M

23,353 -33%

清仓

— QUANTA SERVICES INC

-$2.4M

0 -100%

建仓

RYCEY ROLLS ROYCE HOLDING PLC

+$2.4M

247,367

减持

BSX BOSTON SCIENTIFIC CORP

-$2.4M

63,565 -36%

建仓

EADSY AIRBUS GROUP ADR

+$2.3M

52,927

建仓

SAFRY SAFRAN SA

+$2.3M

34,919

增持

— CHENIERE ENERGY INC

+$2.2M

23,885 +54%

减持

ANET ARISTA NETWORKS

-$2.2M

3,220 -85%

清仓

LULU LULULEMON ATHLETICA INC

-$2.1M

0 -100%

减持

— TESLA MOTORS INC

-$2.1M

14,752 -0%

建仓

— CHUBB LTD

+$2.1M

6,831

减持

— COSTCO WHOLESALE

-$2.0M

5,788 -29%

增持

GE GE AEROSPACE

+$1.9M

10,587 +681%

减持

C CITIGROUP INC

-$1.8M

63,108 -30%

减持

— DELL TECHNOLOGIES INC

-$1.8M

19,091 -38%

减持

INTU INTUIT INC

-$1.8M

6,437 -30%

清仓

— COHERENT INC

-$1.8M

0 -100%

清仓

DHI D.R. HORTON

-$1.7M

0 -100%

清仓

FSLR FIRST SOLAR INC

-$1.7M

0 -100%

增持

— ALPHABET INC A

-$1.7M

56,080 +2%

增持

— CROWDSTRIKE HLDGS

+$1.7M

10,323 +80%

建仓

— US TREASURY

+$1.6M

1,596,000

建仓

— INTERCONTINENTAL EXC

+$1.6M

9,003

清仓

— US TREASURY

-$1.5M

0 -100%

清仓

— US TREASURY

-$1.5M

0 -100%

建仓

— US TREASURY

+$1.5M

1,515,000

清仓

— US TREASURY

-$1.5M

0 -100%

清仓

— US TREASURY

-$1.5M

0 -100%

清仓

— US TREASURY

-$1.4M

0 -100%

减持

— JOHNSON CONTROLS

-$1.3M

23,205 -43%

建仓

— EMBRAER SA (ADR)

+$1.3M

29,115

减持

— TRANE TECHNOLOGIES PLC

-$1.3M

8,976 -24%

清仓

— MONGODB, INC.

-$1.3M

0 -100%

清仓

— ARGAN INC COM

-$1.3M

0 -100%

增持

EXE EXPAND ENERGY CORPORATION

+$1.3M

67,369 +8%

建仓

— US TREASURY

+$1.2M

1,261,000

增持

BA BOEING CO

+$1.1M

8,148 +474%

建仓

DT DYNATRACE INC

+$1.1M

23,919

建仓

— BAE SYSTEMS PLC (ADR)

+$1.1M

13,107

减持

CLS CELESTICA INC

-$1.0M

14,858 -37%

减持

— VERTIV HOLDINGS LLC CL A

-$895.9K

14,651 -15%

增持

— ALERIAN MLP ETF

+$873.3K

154,083 +4%

清仓

— THE TRADE DESK CL A

-$855.3K

0 -100%

减持

PANW PALO ALTO NETWORKS INC

-$852.3K

66,015 -1%

减持

TSM TAIWAN SEMICONDUCTOR

-$837.2K

25,778 -0%

清仓

— US TREASURY

-$819.0K

0 -100%

建仓

— US TREASURY

+$778.0K

800,000

建仓

— US TREASURY

+$691.8K

707,000

建仓

— US TREASURY

+$667.0K

671,000

增持

— CME GROUP INC

+$661.4K

14,055 +6%

增持

— IIP OPERATION PARTNER

+$655.3K

3,285,000 +24%

增持

— ICAHN ENTERPRISES/FIN

+$616.4K

1,055,000 +147%

减持

— DATADOG INC

-$612.8K

10,709 -9%

清仓

IYC ISHARES US CONSUMER DISCRETION

-$603.6K

0 -100%

建仓

— US TREASURY

+$594.2K

605,000

建仓

— VITAL ENERGY INC

+$590.0K

582,000

建仓

— BYD COMPANY LTD (ADR)

+$583.0K

5,753

建仓

— HOPE BANCORP

+$579.3K

55,332

减持

AVUS AVANTIS US EQUITY ETF

-$579.1K

39,893 -9%

建仓

— CARNIVAL CORP

+$551.7K

525,000

建仓

— US TREASURY

+$545.8K

550,000

增持

— VALERO ENERGY CORP

+$513.8K

750,000 +200%

清仓

— US TREASURY

-$508.5K

0 -100%

减持

T AT&T INC

+$502.0K

143,366 -8%

增持

— DUKE ENERGY CORP

+$495.8K

33,842 +0%

减持

— FIRST TRUST TECH ALPHA ETF

-$493.9K

13,623 -12%

建仓

— ALBEMARLE CORP

+$492.9K

497,000

建仓

— KINROSS GOLD CORP

+$473.1K

475,000

建仓

— US TREASURY

+$471.2K

477,000

增持

— VERTEX PHARMACEUTCLS INC

+$469.9K

3,304 +18%

建仓

— VERISIGN INC

+$464.3K

465,000

增持

— VANECK AA-BB CLO ETF

+$461.4K

18,136 +101%

建仓

— US TREASURY

+$459.7K

475,000

增持

— WASTE MANAGEMENT

+$451.7K

14,615 +1%