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LFA - Lugano Financial Advisors SA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LFA - Lugano Financial Advisors SA
报告期 2026-03-31 · CIK 0001737871
持仓数
223
前50大市值合计
$179.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 40
增持 14
减持 60
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
FTLS
FIRST TR EXCH TRADED FD III
-$3.9M
80,319
-48%
减持
SPY
SPDR S&P 500 ETF TR
-$3.9M
40,999
-15%
建仓
SUSB
ISHARES TR
+$3.9M
162,090
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
ASHR
DBX ETF TR
-$3.6M
0
-100%
减持
QAI
INDEXIQ ETF TR
-$3.1M
84,058
-55%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
清仓
ICLN
ISHARES TR
-$2.7M
0
-100%
建仓
PSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
27,058
减持
IYK
ISHARES TR
-$1.4M
603
-92%
减持
EMB
ISHARES TR
-$1.3M
60,070
-17%
减持
TLH
ISHARES TR
-$1.2M
39,281
-14%
减持
ESGE
ISHARES INC
-$1.1M
115,835
-20%
减持
MSFT
MICROSOFT CORP
-$1.0M
5,542
-32%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.0M
60,928
-15%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.0M
45,178
-23%
清仓
KXI
ISHARES TR
-$921.6K
0
-100%
增持
IEI
ISHARES TR
+$733.4K
38,824
+22%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$707.1K
9,535
-46%
减持
AMZN
AMAZON COM INC
-$636.1K
10,167
-31%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$627.6K
11,961
-28%
减持
AAPL
APPLE INC
-$605.3K
3,977
-40%
减持
CWB
SPDR SER TR
-$598.5K
13,981
-37%
减持
QLTA
ISHARES TR
-$585.8K
65,962
-13%
减持
EWL
ISHARES INC
-$480.6K
9,549
-51%
减持
SLB
SCHLUMBERGER LTD
-$465.9K
180
-98%
减持
SJNK
SPDR SER TR
-$462.6K
110,125
-14%
减持
IEF
ISHARES TR
-$460.0K
58,253
-3%
增持
SUSA
ISHARES TR
+$428.2K
26,250
+27%
减持
XLI
SELECT SECTOR SPDR TR
-$374.3K
2,130
-61%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$338.5K
417,100
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$255.5K
500
-59%
清仓
XLF
SELECT SECTOR SPDR TR
-$246.1K
0
-100%
减持
YUMC
YUM CHINA HLDGS INC
-$237.3K
2,500
-62%
清仓
NVDA
NVIDIA CORPORATION
-$236.0K
0
-100%
建仓
KRE
SPDR SER TR
+$233.9K
5,599
减持
GOOG
ALPHABET INC
-$209.5K
2,980
-40%
增持
BND
VANGUARD BD INDEX FDS
+$209.1K
10,963
+43%
增持
FEZ
SPDR INDEX SHS FDS
-$207.5K
64,726
+2%
减持
ABBV
ABBVIE INC
-$203.1K
1,700
-50%
减持
ABT
ABBOTT LABS
-$198.3K
1,442
-53%
清仓
WSM
WILLIAMS SONOMA INC
-$190.3K
0
-100%
增持
NUMG
NUSHARES ETF TR
+$187.6K
37,764
+23%
减持
YUM
YUM BRANDS INC
-$182.6K
1,200
-50%
清仓
D
DOMINION ENERGY INC
-$180.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$179.7K
22,768
-1%
减持
JPM
JPMORGAN CHASE & CO
-$177.3K
1,385
-47%
减持
MDLZ
MONDELEZ INTL INC
-$175.9K
2,300
-50%
减持
ZTS
ZOETIS INC
-$170.4K
1,000
-50%
减持
MCD
MCDONALDS CORP
-$161.4K
520
-48%
减持
META
META PLATFORMS INC
-$158.7K
215
-72%
减持
BX
BLACKSTONE INC
-$157.6K
2,000
-50%
清仓
TBX
PROSHARES TR
-$144.4K
0
-100%
减持
DEO
DIAGEO PLC
-$139.4K
741
-49%
减持
V
VISA INC
-$136.6K
645
-46%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$135.6K
83,411
+4%
建仓
XLK
SELECT SECTOR SPDR TR
+$133.3K
813
减持
SHY
ISHARES TR
-$127.1K
43,651
-3%
减持
CRM
SALESFORCE INC
-$126.9K
62
-91%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$125.7K
21,423
-9%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$123.9K
0
-100%
建仓
URI
UNITED RENTALS INC
+$120.5K
271
清仓
UBER
UBER TECHNOLOGIES INC
-$119.9K
0
-100%
减持
MRK
MERCK & CO INC
-$119.5K
90
-92%
建仓
NUE
NUCOR CORP
+$116.5K
745
建仓
NVR
NVR INC
+$113.3K
19
建仓
ED
CONSOLIDATED EDISON INC
+$112.6K
1,316
建仓
TSCO
TRACTOR SUPPLY CO
+$112.3K
553
建仓
IVV
ISHARES TR
+$110.4K
257
减持
GOOGL
ALPHABET INC
-$109.0K
130
-88%
建仓
AEE
AMEREN CORP
+$108.7K
1,452
建仓
DTE
DTE ENERGY CO
+$107.4K
1,082
清仓
BIIB
BIOGEN INC
-$105.7K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$105.3K
0
-100%
减持
KO
COCA COLA CO
-$103.1K
1,600
-50%
减持
VO
VANGUARD INDEX FDS
-$97.6K
800
-33%
减持
C
CITIGROUP INC
-$96.9K
1,400
-58%
减持
HON
HONEYWELL INTL INC
-$95.3K
832
-31%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$93.4K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$92.7K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$91.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$82.6K
650
-50%
减持
PFE
PFIZER INC
-$80.4K
2,000
-50%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$79.8K
1,000
-50%
增持
GIS
GENERAL MLS INC
+$78.9K
3,295
+92%
减持
CVS
CVS HEALTH CORP
-$78.8K
411
-74%
清仓
COST
COSTCO WHSL CORP NEW
-$75.9K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$74.7K
0
-100%
清仓
EBND
SPDR SER TR
-$69.8K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$68.4K
0
-100%
清仓
AAXJ
ISHARES TR
-$67.2K
0
-100%
减持
PFF
ISHARES TR
-$66.2K
4,394
-32%
减持
KKR
KKR & CO INC
-$65.2K
2,850
-34%
清仓
ITW
ILLINOIS TOOL WKS INC
-$62.5K
0
-100%
清仓
BMO
BANK MONTREAL QUE
-$59.8K
0
-100%
建仓
LLY
ELI LILLY & CO
+$59.6K
111
清仓
ORCL
ORACLE CORP
-$59.5K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$58.2K
0
-100%
清仓
FINX
GLOBAL X FDS
-$57.4K
0
-100%
建仓
—
LXP INDUSTRIAL TRUST
+$57.3K
6,437
建仓
XLC
SELECT SECTOR SPDR TR
+$52.5K
801
清仓
ERTH
INVESCO EXCHANGE TRADED FD T
-$51.0K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$44.0K
50
-95%
增持
XLV
SELECT SECTOR SPDR TR
+$43.9K
562
+163%
增持
EWU
ISHARES TR
+$40.0K
10,837
+16%
增持
EFA
ISHARES TR
+$37.1K
23,229
+8%
建仓
MAR
MARRIOTT INTL INC NEW
+$35.8K
182
减持
CAT
CATERPILLAR INC
-$34.6K
1,000
-20%
减持
INTC
INTEL CORP
-$31.3K
1,000
-50%
清仓
TRP
TC ENERGY CORP
-$26.8K
0
-100%
减持
HEWJ
ISHARES TR
-$23.6K
10,097
-8%
清仓
CL
COLGATE PALMOLIVE CO
-$23.1K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$21.8K
0
-100%
增持
EEM
ISHARES TR
-$21.3K
18,582
+1%
增持
QQQ
INVESCO QQQ TR
-$20.9K
4,196
+2%
增持
—
KELLANOVA
+$19.3K
1,770
+50%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$18.6K
200
清仓
NKE
NIKE INC
-$17.4K
0
-100%
建仓
EWJ
ISHARES INC
+$15.7K
261
建仓
PEP
PEPSICO INC
+$14.7K
87
建仓
ECL
ECOLAB INC
+$14.7K
87
建仓
UNH
UNITEDHEALTH GROUP INC
+$13.6K
27
清仓
MMM
3M CO
-$12.7K
0
-100%
清仓
ENB
ENBRIDGE INC
-$12.5K
0
-100%
减持
ACWX
ISHARES TR
-$12.2K
499
-31%
建仓
IXN
ISHARES TR
+$11.6K
200
建仓
PM
PHILIP MORRIS INTL INC
+$11.1K
120
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$10.7K
0
-100%
清仓
EXC
EXELON CORP
-$10.2K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$10.1K
20
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$10.0K
7,768
-7%
建仓
HD
HOME DEPOT INC
+$9.4K
31
建仓
CVX
CHEVRON CORP NEW
+$9.3K
55
建仓
SPGI
S&P GLOBAL INC
+$9.1K
25
建仓
RTX
RTX CORPORATION
+$8.1K
112
建仓
CME
CME GROUP INC
+$8.0K
40
建仓
—
BLACKROCK INC
+$7.8K
12
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$7.7K
70
清仓
CEG
CONSTELLATION ENERGY CORP
-$7.6K
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$7.4K
70
增持
—
DUPONT DE NEMOURS INC
+$7.3K
864
+8%
减持
HYG
ISHARES TR
-$7.2K
2,576
-2%
建仓
XLB
SELECT SECTOR SPDR TR
+$7.2K
92
建仓
—
TOTALENERGIES SE
+$6.6K
100
建仓
KLG
WK KELLOGG CO
+$6.5K
443
建仓
TRV
TRAVELERS COMPANIES INC
+$6.4K
39
建仓
SIHY
HARBOR ETF TRUST
+$5.6K
130
建仓
GPC
GENUINE PARTS CO
+$5.5K
38
减持
FLTR
VANECK ETF TRUST
-$5.5K
1,136
-16%
建仓
INDA
ISHARES TR
+$5.4K
123
建仓
CNYA
ISHARES TR
+$5.2K
183