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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 36增持 45减持 35清仓 34

方向

标的

Δ市值

现股数(环比)

增持

— SPDR GOLD SHARES ETF

+$46.1M

130,865 +9155%

减持

SOXX ISHARES SEMICONDUCTOR ETF

-$23.2M

1,898 -98%

清仓

IGV ISHARE TECH SOFTWARE ETF

-$23.1M

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。

减持

QQQ INVESCO QQQ TRUST ETF

-$22.1M

1,990 -95%

清仓

— US TREASURY

-$16.0M

0 -100%

减持

— SPDR S&P 500 ETF

-$15.9M

28,654 -49%

增持

— ALPHABET INC A

+$15.4M

105,333 +83%

建仓

— DELL TECHNOLOGIES INC

+$10.3M

72,944

增持

BX BLACKSTONE INC

+$10.3M

72,116 +441%

增持

WDC WESTERN DIGITAL CORP

+$10.3M

116,345 +102%

建仓

MU MICRON TECHNOLOGY INC

+$9.1M

54,149

减持

— VISA INC

-$7.6M

891 -96%

建仓

TJX TJX COMPANIES INC

+$7.5M

51,744

增持

AAPL APPLE INC

+$7.4M

126,456 +5%

减持

— ALERIAN MLP ETF

-$7.1M

5,566 -96%

清仓

— THE MOSAIC CO

-$7.0M

0 -100%

减持

— TRANE TECHNOLOGIES PLC

-$6.8M

3,855 -80%

清仓

LHX L3HARRIS TECHNOLOGIES INC

-$6.8M

0 -100%

清仓

DOV DOVER CORP

-$6.7M

0 -100%

增持

— SEAGATE TECHNOLOGY

+$6.6M

59,569 +15%

增持

ABBV ABBVIE INC

+$6.5M

42,857 +135%

清仓

AGCO AGCO CORP

-$6.4M

0 -100%

减持

— SERVICENOW INC

-$6.4M

2,334 -72%

清仓

— RTX CORPORATION

-$6.3M

0 -100%

减持

— CME GROUP INC

-$6.3M

13,728 -62%

清仓

DE DEERE & COMPANY

-$6.3M

0 -100%

增持

JNJ JOHNSON & JOHNSON

+$6.2M

40,854 +366%

减持

— COSTCO WHOLESALE

-$5.8M

1,432 -80%

建仓

— ALIBABA GROUP

+$5.4M

30,461

建仓

WFC WELLS FARGO & COMPANY

+$5.1M

60,611

增持

— VERTIV HOLDINGS LLC CL A

+$4.8M

66,493 +63%

减持

LLY ELI LILLY & COMPANY

-$4.5M

11,538 -33%

减持

FTEXX FIDELITY MUNICIPAL MONEYMARKET

-$4.5M

136,250 -97%

增持

— VISTRA CORP

+$4.3M

73,343 +41%

减持

— TESLA MOTORS INC

-$4.2M

1,043 -93%

减持

BE BLOOM ENERGY CORP

+$4.2M

80,539 -25%

增持

MLM MARTIN MARIETTA MATERIALS

+$4.0M

10,966 +108%

清仓

T AT&T INC

-$4.0M

0 -100%

增持

CMI CUMMINS INC

+$4.0M

24,592 +26%

增持

BAC BANK OF AMERICA CORP

+$3.9M

232,636 +36%

建仓

O REALTY INCOME CORP

+$3.9M

63,851

增持

BNY BANK NEW YORK MELLON

+$3.8M

106,103 +25%

建仓

— PROLOGIS INC

+$3.8M

33,104

建仓

— DUKE ENERGY CORP

+$3.8M

30,455

建仓

DTE DTE ENERGY HOLDING CO

+$3.8M

26,540

减持

AXP AMERICAN EXPRESS

-$3.7M

10,172 -54%

建仓

— DOMINION ENERGY INC

+$3.6M

59,231

建仓

SNDK SANDISK CORP

+$3.6M

32,238

建仓

— US TREASURY

+$3.5M

3,508,000

增持

STT STATE STREET CORP

+$3.5M

101,378 +30%

建仓

STLD STEEL DYNAMICS INC

+$3.4M

24,250

建仓

MTZ MASTEC INC

+$3.4M

15,863

建仓

— FIRSTCASH HOLDINGS INC

+$3.2M

20,186

增持

— BYD COMPANY LTD (ADR)

-$3.2M

65,826 +51%

清仓

CAT CATERPILLAR INC

-$3.1M

0 -100%

增持

HD HOME DEPOT

+$3.1M

14,661 +90%

减持

— CROWDSTRIKE HLDGS

-$3.0M

6,454 -47%

减持

AVGO BROADCOM LIMITED

+$3.0M

56,981 -0%

清仓

— US TREASURY

-$3.0M

0 -100%

清仓

NGG NATIONAL GRID PLC (ADR)

-$2.9M

0 -100%

增持

ABBNY ABB LTD ADR

+$2.9M

44,154 +953%

增持

— EATON CORP PLC

+$2.8M

37,313 +20%

清仓

— CHUBB LTD

-$2.8M

0 -100%

减持

PH PARKER HANNIFIN CORP

-$2.8M

3,825 -53%

清仓

SYK STRYKER CORP

-$2.8M

0 -100%

清仓

LB LANDBRIDGE CO LLC

-$2.8M

0 -100%

增持

TSM TAIWAN SEMICONDUCTOR

+$2.8M

39,798 +8%

清仓

VRSK VERISK ANALYTICS INC

-$2.6M

0 -100%

建仓

BN BROOKFIELD CORP

+$2.5M

37,027

增持

— JOHNSON CONTROLS

+$2.5M

93,261 +27%

增持

— 3M COMPANY

+$2.3M

58,316 +32%

清仓

AEE AMEREN CORP

-$2.3M

0 -100%

增持

CCJ CAMECO CORP

+$2.1M

73,674 +35%

建仓

EMBJ EMBRAER SA (ADR)

+$2.0M

33,148

增持

— GE VERNOVA

+$2.0M

13,921 +12%

建仓

— FABRINET

+$1.8M

5,067

清仓

— EMBRAER SA (ADR)

-$1.8M

0 -100%

清仓

— PARK-OHIO INDUSTRIES INC

-$1.7M

0 -100%

减持

URI UNITED RENTALS INC

+$1.7M

8,816 -1%

清仓

DT DYNATRACE INC

-$1.7M

0 -100%

清仓

— US TREASURY

-$1.6M

0 -100%

清仓

SNPS SYNOPSYS INC

-$1.6M

0 -100%

减持

— META PLATFORMS INC

-$1.6M

28,369 -7%

清仓

— VERTEX PHARMACEUTCLS INC

-$1.4M

0 -100%

清仓

— TIAA FSB HOLDINGS INC

-$1.3M

0 -100%

减持

— ORACLE CORP

+$1.3M

43,871 -13%

减持

— NVIDIA CORP

+$1.3M

150,128 -11%

清仓

— US TREASURY

-$1.2M

0 -100%

清仓

TMUS T-MOBILE US INC

-$1.2M

0 -100%

建仓

— US TREASURY

+$1.2M

1,192,000

增持

DLR DIGITAL REALTY TRUST INC

+$1.2M

72,103 +11%

增持

BSX BOSTON SCIENTIFIC CORP

+$1.1M

91,029 +26%

减持

CLS CELESTICA INC

+$1.1M

13,857 -5%

增持

NU NU HOLDINGS LTD

+$1.1M

376,880 +5%

建仓

— US TREASURY BILL25

+$1.1M

1,100,000

减持

C CITIGROUP INC

+$1.1M

112,866 -7%

清仓

— US TREASURY

-$1.0M

0 -100%

增持

— NETFLIX INC

-$1.0M

7,483 +0%

建仓

ORA ORMAT TECHNOLOGIES INC

+$940.7K

9,773

减持

— KRATOS DEFENSE & SECURITY

+$923.7K

37,462 -30%

建仓

BRLMX BRAMSHILL MULTI STRATEGY INC I

+$905.9K

137,251

建仓

— BRIDGEBIO PHARMA INC

+$877.4K

16,893

减持

VUG VANGUARD GROWTH ETF

-$832.5K

650 -75%

减持

BWXT BWX TECHNOLOGIES CO

+$777.1K

26,794 -7%

增持

KLAC KLA CORPORATION

+$774.1K

4,135 +0%

减持

— JPMORGAN CHASE & CO

+$757.7K

45,240 -3%

增持

— DJ INDUSTRIAL ETF

+$754.5K

31,093 +0%

减持

RYCEY ROLLS ROYCE HOLDING PLC

+$700.7K

281,166 -2%

建仓

— CA INC

+$691.2K

686,000

减持

IBM IBM CORP

-$683.5K

22,906 -6%

建仓

— US TREASURY

+$647.3K

660,000

增持

BTSG BRIGHTSPRING HEALTH SERVICES

+$642.4K

79,573 +10%

建仓

— ORANGE & ROCKLAND UTILIT

+$639.2K

620,000

增持

— INTUITIVE SURGICAL

-$607.8K

8,334 +4%

减持

— GOLDMAN SACHS

+$605.9K

17,112 -7%

建仓

— US TREASURY BILL25 U S T BILL

+$599.6K

600,000

清仓

— HF SINCLAIR CORP

-$596.6K

0 -100%

增持

— VITAL ENERGY INC

+$586.1K

1,650,000 +32%

增持

— ICAHN ENTERPRISES/FIN

+$573.9K

1,855,000 +39%

减持

VTI VANGUARD TOTAL STOCK ETF

+$569.8K

23,681 -0%

增持

AVUS AVANTIS US EQUITY ETF

+$565.8K

45,712 +5%

增持

— TREEHOUSE FOODS INC

+$564.4K

892,000 +169%

增持

— PBF HOLDING CO LLC

+$564.0K

1,397,000 +62%

建仓

— BLACKSTONE SECRUED LEND

+$543.4K

531,000

增持

— SPDR S&P MIDCAP 400 ETF

+$541.9K

2,095 +68%

清仓

— TARGA RESOURCES PARTNERS

-$540.1K

0 -100%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN

+$530.9K

423,726 +3%

建仓

— F&G ANNUITIES & LIFE INC

+$527.0K

502,000

增持

BA BOEING CO

+$518.4K

3,595 +193%

建仓

— UNIVERSAL INSURANCE HLDS

+$506.2K

513,000

增持

INTU INTUIT INC

-$503.9K

5,541 +2%

增持

BINC ISHARES FLEXIBLE INCOME ACTIVE

+$502.8K

28,500 +48%

建仓

— US TREASURY

+$502.3K

506,000

增持

— DIMENSIONAL US HIGH PROFIT ETF

+$501.2K

114,002 +7%

清仓

— ELEVANCE HEALTH INC

-$500.0K

0 -100%

建仓

— US TREASURY

+$489.9K

500,000

减持

— HECLA MINING CO

-$478.6K

465,000 -51%

减持

— CISCO SYSTEMS INC

-$463.9K

37,960 -14%

建仓

— SPDR CONSUMER DISCRETION

+$461.1K

1,924

清仓

— US TREASURY

-$450.1K

0 -100%

清仓

— US TREASURY

-$445.5K

0 -100%

建仓

— SEAGATE HDD CAYMAN

+$441.1K

510,000

建仓

— FS KKR CAPITAL CORP

+$435.1K

450,000

建仓

— EDISON INTERNTNL

+$424.6K

420,000

减持

GPOR GULFPORT ENERGY CORP

-$419.8K

7,369 -15%

清仓

— T-MOBILE USA INC

-$414.5K

0 -100%

增持

— GLOBAL X ART INTEL & TECH

+$406.1K

35,142 +15%

清仓

— BANK OF AMERICA CORP

-$400.0K

0 -100%

减持

— EQT CORP COM

-$386.5K

54,263 -5%

增持

FDT 1ST TR DEVELOPED MKT EX-US ETF

+$378.3K

34,470 +7%