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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 150 项建仓 30增持 56减持 27清仓 37

方向

标的

Δ市值

现股数(环比)

建仓

SOXX ISHARES SEMICONDUCTOR ETF

+$23.7M

99,199

增持

IGV ISHARE TECH SOFTWARE ETF

+$22.9M

211,041 +7605%

增持

QQQ INVESCO QQQ TRUST ETF

+$22.5M

42,229 +2411%

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

— SPDR GOLD SHARES ETF

-$22.0M

1,414 -98%

增持

— SPDR S&P 500 ETF

+$18.5M

56,656 +92%

建仓

— US TREASURY

+$16.0M

16,021,000

清仓

— ENERGY SELECT SPDR

-$12.5M

0 -100%

清仓

NOC NORTHROP GRUMMAN CORP

-$10.1M

0 -100%

增持

— NVIDIA CORP

+$9.3M

169,370 +5%

减持

SRLN SPDR BLACKSTONE SENIOR LOAN

-$8.8M

410,860 -35%

增持

DLR DIGITAL REALTY TRUST INC

+$8.7M

64,885 +258%

增持

— ORACLE CORP

+$8.5M

50,614 +172%

增持

MSFT MICROSOFT CORPORATION

+$8.4M

47,230 +17%

建仓

ROK ROCKWELL AUTOMATION INC

+$8.2M

24,740

减持

ABBV ABBVIE INC

-$7.8M

18,251 -66%

增持

BAC BANK OF AMERICA CORP

+$7.6M

170,522 +1480%

增持

— VISA INC

+$7.6M

22,250 +2449%

增持

— META PLATFORMS INC

+$7.6M

30,359 +18%

建仓

— SEAGATE TECHNOLOGY

+$7.5M

52,025

清仓

EXE EXPAND ENERGY CORPORATION

-$7.5M

0 -100%

增持

AVGO BROADCOM LIMITED

+$7.5M

57,172 +16%

清仓

GILD GILEAD SCIENCES INC

-$7.3M

0 -100%

减持

— PIMCO SENIOR LOAN ACTIVE ETF

-$7.2M

127,215 -53%

清仓

— NEXTERA ENERGY INC

-$7.1M

0 -100%

清仓

— CARETRUST REIT

-$7.1M

0 -100%

建仓

— THE MOSAIC CO

+$7.0M

191,959

清仓

ROP ROPER TECHNOLOGIES INC

-$6.9M

0 -100%

增持

— SERVICENOW INC

+$6.8M

8,345 +282%

清仓

CVS CVS HEALTH CORP

-$6.8M

0 -100%

建仓

LHX L3HARRIS TECHNOLOGIES INC

+$6.8M

27,036

清仓

ALL ALLSTATE CORP

-$6.7M

0 -100%

减持

ABT ABBOTT LABORATORIES

-$6.7M

18,091 -74%

建仓

URI UNITED RENTALS INC

+$6.7M

8,869

减持

— CISCO SYSTEMS INC

-$6.6M

44,122 -72%

增持

AMZN AMAZON.COM INC

+$6.5M

92,933 +27%

建仓

AGCO AGCO CORP

+$6.4M

62,520

建仓

CMI CUMMINS INC

+$6.4M

19,505

建仓

— RTX CORPORATION

+$6.3M

43,439

建仓

DE DEERE & COMPANY

+$6.3M

12,382

增持

— CME GROUP INC

+$6.3M

36,323 +158%

增持

— GOLDMAN SACHS

+$6.0M

18,398 +43%

增持

— JOHNSON CONTROLS

+$5.9M

73,688 +218%

增持

C CITIGROUP INC

+$5.9M

121,766 +93%

增持

— NETFLIX INC

+$5.8M

7,451 +67%

增持

— TRANE TECHNOLOGIES PLC

+$5.4M

19,371 +116%

清仓

— SALESFORCE.COM INC

-$5.0M

0 -100%

增持

— JPMORGAN CHASE & CO

+$4.9M

46,609 +33%

建仓

NU NU HOLDINGS LTD

+$4.9M

359,281

增持

— GE VERNOVA

+$4.6M

12,414 +91%

增持

— EATON CORP PLC

+$4.5M

31,202 +27%

建仓

— US TREASURY

+$4.4M

4,428,000

增持

— VERTIV HOLDINGS LLC CL A

+$4.2M

40,805 +179%

增持

AXP AMERICAN EXPRESS

+$4.2M

22,112 +107%

清仓

— DUKE ENERGY CORP

-$4.1M

0 -100%

清仓

SO SOUTHERN CO

-$4.1M

0 -100%

清仓

OKE ONEOK INC

-$4.0M

0 -100%

增持

TSM TAIWAN SEMICONDUCTOR

+$4.0M

36,729 +42%

建仓

CCJ CAMECO CORP

+$4.0M

54,382

减持

BRK/B BERKSHIRE HATHAWAY B

-$4.0M

2,406 -75%

增持

STT STATE STREET CORP

+$3.9M

77,766 +61%

清仓

— VERIZON COMMUNICATIONS

-$3.8M

0 -100%

建仓

WDC WESTERN DIGITAL CORP

+$3.7M

57,678

减持

— VISTRA CORP

+$3.7M

51,846 -4%

减持

— INTUITIVE SURGICAL

-$3.7M

7,977 -51%

清仓

— WELLTOWER INC

-$3.5M

0 -100%

增持

— BYD COMPANY LTD (ADR)

+$3.5M

43,597 +658%

增持

BNY BANK NEW YORK MELLON

+$3.4M

84,936 +66%

清仓

— UNITEDHEALTH GROUP

-$3.4M

0 -100%

减持

— EQT CORP COM

-$3.0M

57,270 -52%

清仓

O REALTY INCOME CORP

-$3.0M

0 -100%

建仓

— US TREASURY

+$3.0M

3,000,000

建仓

NGG NATIONAL GRID PLC (ADR)

+$2.9M

39,579

清仓

AVB AVALON BAY

-$2.9M

0 -100%

清仓

FRT FEDERAL REALTY INVESTMENT TRUS

-$2.9M

0 -100%

建仓

MLM MARTIN MARIETTA MATERIALS

+$2.9M

5,266

清仓

— ANTERO RESOURCES CORP

-$2.8M

0 -100%

增持

IBM IBM CORP

+$2.8M

24,244 +38%

清仓

— ZOETIS INC

-$2.7M

0 -100%

建仓

VRSK VERISK ANALYTICS INC

+$2.6M

8,463

增持

— CROWDSTRIKE HLDGS

+$2.6M

12,199 +18%

增持

DOV DOVER CORP

+$2.6M

36,352 +56%

增持

— CONSTELLATION ENERGY

+$2.5M

18,337 +9%

清仓

— US TREASURY

-$2.5M

0 -100%

增持

— 3M COMPANY

+$2.5M

44,112 +52%

建仓

VOO VANGUARD S&P 500

+$2.5M

4,327

清仓

APD AIR PRODUCTS & CHEMICALS

-$2.4M

0 -100%

清仓

— US TREASURY

-$2.3M

0 -100%

清仓

LRCX LAM RESEARCH CORP

-$2.3M

0 -100%

减持

— CHENIERE ENERGY INC

-$2.3M

13,396 -44%

减持

PANW PALO ALTO NETWORKS INC

+$2.1M

65,168 -1%

清仓

LII LENNOX INTERNATIONAL

-$2.1M

0 -100%

减持

— SIEMENS ENERGY AG ADR

+$1.9M

34,409 -3%

减持

GE GE AEROSPACE

-$1.8M

1,359 -87%

清仓

— DELL TECHNOLOGIES INC

-$1.7M

0 -100%

增持

WMT WAL-MART STORES INC

+$1.7M

62,884 +24%

建仓

— HDFC BANK LTD

+$1.7M

21,577

增持

— COSTCO WHOLESALE

+$1.6M

7,176 +24%

建仓

— US TREASURY

+$1.6M

1,592,000

清仓

— US TREASURY

-$1.6M

0 -100%

清仓

— US TREASURY

-$1.5M

0 -100%

增持

— ALPHABET INC A

+$1.5M

57,708 +3%

增持

RYCEY ROLLS ROYCE HOLDING PLC

+$1.4M

288,058 +16%

增持

BWXT BWX TECHNOLOGIES CO

+$1.4M

28,897 +4%

清仓

TMO THERMO FISHER SCIENTIFIC

-$1.4M

0 -100%

减持

PH PARKER HANNIFIN CORP

-$1.4M

8,187 -30%

增持

BSX BOSTON SCIENTIFIC CORP

+$1.3M

72,090 +13%

清仓

APO APOLLO GLOBAL MGT

-$1.3M

0 -100%

增持

BX BLACKSTONE INC

+$1.3M

13,325 +155%

清仓

— JEFFERIES FIN GROUP

-$1.2M

0 -100%

减持

BA BOEING CO

-$1.1M

1,229 -85%

增持

ENVX ENOVIX CORP

+$1.1M

245,028 +28%

减持

CLS CELESTICA INC

+$1.1M

14,627 -2%

建仓

JPST JPM ULTRA-SHORT INCOME

+$1.1M

21,917

建仓

BINC ISHARES FLEXIBLE INCOME ACTIVE

+$1.0M

19,200

减持

CAT CATERPILLAR INC

-$996.7K

8,029 -36%

减持

NRG NRG ENERGY INC

+$996.1K

26,825 -23%

建仓

— NEWELL BRANDS INC

+$994.9K

1,010,000

增持

SAFRY SAFRAN SA

+$984.4K

40,366 +16%

增持

EADSY AIRBUS GROUP ADR

+$917.4K

62,089 +17%

增持

— TESLA MOTORS INC

+$877.3K

14,797 +0%

减持

KLAC KLA CORPORATION

+$876.7K

4,115 -0%

增持

— VANECK AA-BB CLO ETF

+$844.6K

34,703 +91%

建仓

— US TREASURY

+$832.3K

850,000

建仓

— PALANTIR TECHNOLOGIES INC

+$766.9K

5,626

增持

— CHUBB LTD

+$759.8K

9,743 +43%

减持

— KRATOS DEFENSE & SECURITY

+$759.7K

53,805 -8%

建仓

— GOLDMAN SACKS BDC INC

+$756.6K

740,000

增持

— SPOTIFY

+$749.8K

3,430 +0%

减持

SNOW SNOWFLAKE INC

+$729.5K

9,513 -1%

增持

AVUS AVANTIS US EQUITY ETF

+$717.8K

43,673 +9%

减持

TMUS T-MOBILE US INC

-$688.9K

5,128 -28%

减持

CRS CARPENTER TECHNOLOGY CORP

+$685.4K

8,090 -5%

减持

— ALERIAN MLP ETF

-$678.0K

149,919 -3%

增持

— BAE SYSTEMS PLC (ADR)

+$673.6K

16,669 +27%

增持

— DATADOG INC

+$673.1K

12,920 +21%

清仓

— SFL CORP LTD

-$669.3K

0 -100%

清仓

— US TREASURY

-$667.0K

0 -100%

增持

— DIMENSIONAL US HIGH PROFIT ETF

+$610.3K

106,992 +11%

清仓

— US TREASURY

-$598.1K

0 -100%

增持

DT DYNATRACE INC

+$588.6K

31,088 +30%

增持

FDT 1ST TR DEVELOPED MKT EX-US ETF

+$586.0K

32,282 +15%

减持

MELI MERCADOLIBRE INC

+$584.1K

896 -1%

清仓

— HOPE BANCORP

-$579.3K

0 -100%

增持

— NUVEEN ESG LARGE CAP GROWTH ET

+$569.5K

27,260 +7%

建仓

— HAWAIIAN AIRLINES 13-1A

+$553.9K

566,678

清仓

— US TREASURY

-$545.8K

0 -100%

建仓

— YAMANA GOLD INC

+$542.0K

545,000

增持

— FIRST TRUST TECH ALPHA ETF

+$540.6K

14,885 +9%

增持

— VITAL ENERGY INC

+$539.9K

1,252,000 +115%

减持

VTI VANGUARD TOTAL STOCK ETF

+$525.5K

23,695 -2%