小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 51增持 32减持 38清仓 29

方向

标的

Δ市值

现股数(环比)

减持

— SPDR GOLD SHARES ETF

-$32.3M

35,752 -73%

减持

SRLN SPDR BLACKSTONE SENIOR LOAN

-$12.6M

121,076 -71%

清仓

DLR DIGITAL REALTY TRUST INC

-$12.5M

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。

清仓

— ORACLE CORP

-$12.3M

0 -100%

清仓

BX BLACKSTONE INC

-$12.3M

0 -100%

增持

— MERCK & CO INC

+$11.2M

120,990 +558%

减持

— VISTRA CORP

-$9.6M

29,581 -60%

建仓

LRCX LAM RESEARCH CORP

+$9.5M

55,266

清仓

BSX BOSTON SCIENTIFIC CORP

-$8.9M

0 -100%

减持

— DELL TECHNOLOGIES INC

-$8.3M

16,497 -77%

建仓

AA ALCOA CORPORATION

+$7.9M

148,356

建仓

— CHUBB LTD

+$7.8M

25,141

建仓

— ASTRAZENECA PLC ORD

+$7.8M

84,691

建仓

RIO RIO TINTO PLC (ADR)

+$7.8M

97,141

建仓

DOV DOVER CORP

+$7.7M

39,663

减持

— VERTIV HOLDINGS LLC CL A

-$7.6M

14,876 -78%

减持

PANW PALO ALTO NETWORKS INC

-$7.3M

32,448 -50%

建仓

CAT CATERPILLAR INC

+$7.2M

12,653

建仓

HON HONEYWELL

+$7.2M

36,915

建仓

DAL DELTA AIR LINES INC

+$7.1M

102,273

增持

LLY ELI LILLY & COMPANY

+$7.0M

14,751 +28%

建仓

— METLIFE INC

+$7.0M

89,001

清仓

MLM MARTIN MARIETTA MATERIALS

-$6.9M

0 -100%

建仓

MS MORGAN STANLEY

+$5.9M

33,211

增持

— GOLDMAN SACHS

+$5.9M

22,207 +30%

减持

— SEAGATE TECHNOLOGY

-$5.7M

30,501 -49%

增持

BAC BANK OF AMERICA CORP

+$5.6M

320,374 +38%

增持

— VANECK AA-BB CLO ETF

+$5.4M

140,445 +321%

建仓

— US TREASURY

+$5.4M

5,345,000

清仓

— US TREASURY

-$5.3M

0 -100%

建仓

— ISHARES SILVER TRUST

+$5.2M

80,950

增持

— JPMORGAN CHASE & CO

+$5.2M

60,431 +34%

增持

C CITIGROUP INC

+$5.2M

142,653 +26%

建仓

GILD GILEAD SCIENCES INC

+$5.1M

41,466

清仓

WFC WELLS FARGO & COMPANY

-$5.1M

0 -100%

建仓

PPLT ABRDN PLATINUM ETF

+$5.1M

27,093

减持

AVGO BROADCOM LIMITED

-$5.0M

39,758 -30%

减持

— EATON CORP PLC

-$4.8M

28,885 -23%

增持

— NETFLIX INC

-$4.5M

48,150 +543%

建仓

— SIEMENS ENERGY AG ADR

+$4.5M

31,780

建仓

AMGN AMGEN INC

+$4.3M

13,104

建仓

COPX GLOBAL X COPPER MINERS ETF

+$4.2M

58,772

减持

WDC WESTERN DIGITAL CORP

-$4.2M

56,934 -51%

增持

JNJ JOHNSON & JOHNSON

+$4.1M

56,602 +39%

减持

HD HOME DEPOT

-$4.1M

5,324 -64%

减持

— PIMCO SENIOR LOAN ACTIVE ETF

-$4.1M

51,158 -61%

建仓

CVS CVS HEALTH CORP

+$4.1M

51,275

建仓

— VENTAS INC

+$4.1M

52,551

建仓

SPG SIMON PROPERTY GROUP

+$4.1M

21,922

增持

— VISA INC

+$4.0M

12,323 +1283%

建仓

MKC MCCORMICK & COMPANY

+$4.0M

58,786

清仓

— SIEMENS ENERGY AG ADR

-$4.0M

0 -100%

建仓

— TRUIST FINANCIAL

+$3.9M

79,533

建仓

HSY HERSHEY COMPANY

+$3.9M

21,436

清仓

O REALTY INCOME CORP

-$3.9M

0 -100%

增持

PH PARKER HANNIFIN CORP

+$3.8M

7,660 +100%

清仓

— DUKE ENERGY CORP

-$3.8M

0 -100%

清仓

DTE DTE ENERGY HOLDING CO

-$3.8M

0 -100%

增持

PG PROCTER & GAMBLE

+$3.7M

50,429 +120%

增持

STT STATE STREET CORP

+$3.7M

119,699 +18%

清仓

— DOMINION ENERGY INC

-$3.6M

0 -100%

建仓

— REGENERON PHARMA

+$3.6M

4,653

建仓

— FREEPORT MCMORAN INC

+$3.6M

70,269

建仓

— FEDEX CORPORATION

+$3.5M

12,225

清仓

— US TREASURY

-$3.5M

0 -100%

增持

AXP AMERICAN EXPRESS

+$3.4M

18,313 +80%

清仓

MTZ MASTEC INC

-$3.4M

0 -100%

建仓

RL RALPH LAUREN CORP

+$3.2M

9,048

清仓

— WASTE MANAGEMENT

-$3.1M

0 -100%

清仓

— CHENIERE ENERGY INC

-$3.1M

0 -100%

建仓

— US TREASURY

+$3.0M

3,000,000

减持

SNDK SANDISK CORP

+$2.9M

27,561 -15%

减持

MSFT MICROSOFT CORPORATION

-$2.9M

43,374 -6%

减持

— US TREASURY

-$2.8M

1,649,000 -63%

建仓

FSLR FIRST SOLAR INC

+$2.5M

9,574

增持

BNY BANK NEW YORK MELLON

+$2.5M

120,993 +14%

减持

— JOHNSON CONTROLS

-$2.5M

65,163 -30%

减持

BE BLOOM ENERGY CORP

-$2.3M

52,074 -35%

增持

WMT WAL-MART STORES INC

+$2.3M

78,501 +25%

建仓

— US TREASURY

+$2.3M

2,300,000

清仓

— US TREASURY

-$2.2M

0 -100%

减持

CMI CUMMINS INC

-$2.1M

16,160 -34%

建仓

PYLD PIMCO TR MULTISECTOR ETF BD AC

+$2.1M

78,791

建仓

MBB ISHARES TR MBS ETF

+$2.1M

22,055

建仓

CDE COEUR MINING

+$2.1M

117,118

建仓

LQD ISHARES IB IG CORP BOND

+$2.1M

18,944

增持

BINC ISHARES FLEXIBLE INCOME ACTIVE

+$2.1M

68,195 +139%

增持

— PIMCO ACTIVE BOND ETF

+$2.1M

38,585 +137%

建仓

— NEXTERA ENERGY INC

+$2.1M

25,710

建仓

HYG ISHARES IBOXX HY ETF

+$2.0M

25,246

减持

MU MICRON TECHNOLOGY INC

+$2.0M

38,757 -28%

减持

— ALPHABET INC A

+$2.0M

88,057 -16%

建仓

EZPW EZCORP INC A

+$1.9M

99,845

减持

ABBV ABBVIE INC

-$1.9M

35,064 -18%

清仓

— INTERCONTINENTAL EXC

-$1.8M

0 -100%

减持

TJX TJX COMPANIES INC

-$1.8M

37,020 -28%

减持

— 3M COMPANY

-$1.7M

45,615 -22%

减持

AAPL APPLE INC

+$1.6M

124,399 -2%

建仓

VFIAX VNGRD 500 INDEX ADM

+$1.6M

2,456

减持

— SPOTIFY

-$1.5M

1,635 -53%

减持

URI UNITED RENTALS INC

-$1.3M

8,789 -0%

减持

— GE VERNOVA

-$1.2M

11,336 -19%

清仓

— PETROLEOS MEXICANOS

-$1.1M

0 -100%

建仓

— COSMO PHARMACEUTICALS NV

+$1.1M

8,421

增持

ORA ORMAT TECHNOLOGIES INC

+$1.1M

18,466 +89%

清仓

— US TREASURY BILL25

-$1.1M

0 -100%

增持

— INTUITIVE SURGICAL

+$1.0M

8,416 +1%

减持

— KRATOS DEFENSE & SECURITY

-$1.0M

31,736 -15%

建仓

— US TREASURY

+$982.7K

1,000,000

减持

ENVX ENOVIX CORP

-$972.1K

255,743 -10%

增持

CCJ CAMECO CORP

+$968.3K

78,113 +6%

清仓

— BYD COMPANY LTD (ADR)

-$927.5K

0 -100%

减持

BWXT BWX TECHNOLOGIES CO

-$888.0K

23,444 -13%

清仓

— TREEHOUSE FOODS INC

-$865.2K

0 -100%

增持

— SEAGATE HDD CAYMAN

+$832.2K

1,447,000 +184%

增持

— BRIDGEBIO PHARMA INC

+$821.5K

22,211 +31%

清仓

— US TREASURY

-$792.8K

0 -100%

清仓

— CLEVELAND-CLIFFS STEEL

-$756.0K

0 -100%

增持

BRLMX BRAMSHILL MULTI STRATEGY INC I

+$738.4K

250,272 +82%

增持

— META PLATFORMS INC

-$737.0K

30,445 +7%

建仓

— US TREASU NT

+$701.3K

700,000

清仓

— CA INC

-$691.2K

0 -100%

建仓

— VERIZON COMMUNICATIONS

+$659.7K

16,198

增持

— ADAMAS TRUST INC

+$652.3K

956,000 +219%

增持

— ALIBABA GROUP

-$626.8K

32,866 +8%

减持

ROK ROCKWELL AUTOMATION INC

+$626.4K

23,627 -4%

增持

— ALPHABET INC C

+$623.1K

8,432 +2%

清仓

— US TREASURY BILL25 U S T BILL

-$599.6K

0 -100%

建仓

— BAIN CAPITALL SPECIALTY F

+$598.3K

601,000

建仓

— US TREASURY

+$589.0K

600,000

清仓

— US TREASURY

-$549.0K

0 -100%

建仓

— NEWELL BRANDS INC

+$548.9K

563,000

建仓

— US TREASURY

+$518.1K

525,000

减持

BTSG BRIGHTSPRING HEALTH SERVICES

+$516.7K

76,605 -4%

减持

AMZN AMAZON.COM INC

-$516.6K

87,403 -7%

增持

— TRANSOCEAN INC

+$504.9K

1,979,000 +33%

清仓

— US TREASURY

-$502.3K

0 -100%

建仓

— ORACLE CORP

+$489.1K

500,000

减持

CRS CARPENTER TECHNOLOGY CORP

+$481.5K

7,784 -3%

清仓

— KINROSS GOLD CORP

-$476.9K

0 -100%

增持

— CONSTELLATION ENERGY

+$463.0K

18,859 +0%

建仓

— FISERV INC

+$460.8K

450,000

减持

STLD STEEL DYNAMICS INC

+$455.7K

22,643 -7%

增持

— PROLOGIS INC

+$452.6K

33,242 +0%

建仓

— MORGAN STANLEY DIRECT

+$449.4K

450,000

减持

KLAC KLA CORPORATION

+$432.0K

4,026 -3%

增持

GPOR GULFPORT ENERGY CORP

+$423.7K

8,449 +15%

减持

CLS CELESTICA INC

-$410.1K

10,162 -27%

减持

— FABRINET

+$397.9K

4,932 -3%

建仓

PFE PFIZER INCORPORATED

+$395.4K

15,879