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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 121 项
建仓 16
增持 29
减持 58
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
EMNT
PIMCO ETF TR
-$2.7M
961
-97%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$2.6M
109,285
-65%
减持
GLD
SPDR GOLD TR
+$1.2M
27,265
-0%
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
SHV
ISHARES TR
-$1.1M
22,442
-31%
增持
IBDV
ISHARES TR
+$794.5K
56,773
+176%
增持
SUSB
ISHARES TR
+$593.7K
238,952
+10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$552.2K
21,809
+42%
增持
SPY
SPDR S&P 500 ETF TR
+$509.4K
42,509
+7%
减持
QAI
NEW YORK LIFE INVESTMENTS ET
-$447.4K
89,744
-13%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$406.1K
191,256
+1%
增持
IGIB
ISHARES TR
+$401.5K
88,818
+7%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$398.9K
57,787
-7%
减持
QQQ
INVESCO QQQ TR
-$352.0K
4,599
-6%
增持
AMZN
AMAZON COM INC
-$294.7K
12,038
+2%
减持
FEZ
SPDR INDEX SHS FDS
+$292.0K
51,809
-1%
减持
IBDU
ISHARES TR
-$263.2K
143,973
-9%
增持
VWOB
VANGUARD WHITEHALL FDS
+$218.8K
70,955
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$217.8K
67,219
+3%
增持
MSFT
MICROSOFT CORP
-$205.7K
6,161
+3%
减持
AAPL
APPLE INC
-$200.1K
4,215
-7%
增持
EWL
ISHARES INC
+$187.2K
19,246
+9%
增持
TLH
ISHARES TR
+$183.1K
41,667
+0%
减持
BND
VANGUARD BD INDEX FDS
-$178.8K
2,622
-49%
增持
IBDT
ISHARES TR
+$127.7K
88,071
+5%
减持
GDX
VANECK ETF TRUST
-$123.3K
5,332
-51%
减持
GOOGL
ALPHABET INC
-$106.1K
1,669
-13%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$105.7K
0
-100%
减持
TSLA
TESLA INC
-$104.1K
401
-22%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$93.5K
7,574
+18%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$93.5K
1,878
+42%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$84.2K
9,530
+383%
增持
EWU
ISHARES TR
+$83.1K
13,769
+8%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$81.0K
2,260
-63%
建仓
CI
THE CIGNA GROUP
+$79.0K
240
清仓
IXN
ISHARES TR
-$76.3K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$73.0K
460
清仓
HD
HOME DEPOT INC
-$70.0K
0
-100%
增持
GHYG
ISHARES INC
+$69.9K
3,847
+67%
增持
ABT
ABBOTT LABS
+$69.5K
2,525
+8%
减持
PSP
INVESCO EXCHANGE TRADED FD T
-$68.6K
13,752
-3%
减持
HYG
ISHARES TR
-$68.6K
239
-79%
减持
BIL
SPDR SER TR
-$68.4K
650
-54%
减持
META
META PLATFORMS INC
-$66.1K
245
-31%
减持
AVGO
BROADCOM INC
-$66.0K
305
-40%
清仓
CL
COLGATE PALMOLIVE CO
-$63.6K
0
-100%
增持
V
VISA INC
+$62.5K
990
+10%
减持
—
EXXON MOBIL CORP
-$61.4K
478
-57%
清仓
—
DUPONT DE NEMOURS INC
-$61.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$57.1K
1,010
-19%
增持
KO
COCA COLA CO
+$56.2K
3,480
+12%
减持
SPYD
SPDR SER TR
-$54.7K
760
-63%
减持
PFE
PFIZER INC
-$54.3K
1,000
-67%
清仓
CMCSA
COMCAST CORP NEW
-$52.5K
0
-100%
清仓
DEO
DIAGEO PLC
-$50.9K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$47.8K
297
-26%
增持
ABBV
ABBVIE INC
+$46.6K
1,240
+3%
减持
SJNK
SPDR SER TR
-$46.1K
114,910
-1%
减持
CVX
CHEVRON CORP NEW
-$44.4K
150
-69%
减持
EMB
ISHARES TR
-$43.9K
11,768
-6%
增持
DBMF
LITMAN GREGORY FDS TR
+$42.4K
11,620
+21%
增持
SDG
ISHARES TR
+$41.6K
1,810
+45%
清仓
DOW
DOW INC
-$40.1K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$39.0K
747
-43%
减持
JPM
JPMORGAN CHASE & CO.
-$38.3K
1,300
-13%
清仓
URNM
SPROTT FDS TR
-$36.8K
0
-100%
减持
APH
AMPHENOL CORP NEW
-$36.5K
220
-70%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$35.0K
265
减持
WFC
WELLS FARGO CO NEW
-$32.6K
377
-56%
减持
AJG
GALLAGHER ARTHUR J & CO
-$31.5K
291
-37%
清仓
XLV
SELECT SECTOR SPDR TR
-$31.4K
0
-100%
减持
FTNT
FORTINET INC
-$31.2K
265
-56%
建仓
—
UNITED STATES STL CORP NEW
+$31.1K
735
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$30.9K
2,060
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$30.1K
72,413
+1%
建仓
INTC
INTEL CORP
+$29.8K
1,310
建仓
ISRG
INTUITIVE SURGICAL INC
+$29.7K
60
减持
PEP
PEPSICO INC
-$29.7K
363
-34%
减持
IWM
ISHARES TR
-$29.6K
123
-50%
清仓
UNH
UNITEDHEALTH GROUP INC
-$28.8K
0
-100%
减持
QCOM
QUALCOMM INC
-$28.7K
810
-19%
减持
BAC
BANK AMERICA CORP
-$28.5K
3,212
-13%
减持
EFA
ISHARES TR
-$26.9K
19,578
-9%
减持
LEN
LENNAR CORP
-$26.0K
309
-34%
增持
HEWJ
ISHARES TR
+$25.8K
7,352
+11%
增持
BWZ
SPDR SER TR
+$25.7K
7,987
+10%
增持
CRM
SALESFORCE INC
+$25.4K
172
+177%
减持
VZ
VERIZON COMMUNICATIONS INC
-$23.8K
1,914
-31%
减持
ADSK
AUTODESK INC
-$23.3K
383
-8%
清仓
WBD
WARNER BROS DISCOVERY INC
-$21.1K
0
-100%
减持
HUM
HUMANA INC
-$19.8K
45
-64%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$19.6K
0
-100%
减持
ADBE
ADOBE INC
-$16.7K
55
-35%
减持
IEF
ISHARES TR
+$16.3K
28,863
-2%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$15.0K
320
建仓
ADI
ANALOG DEVICES INC
+$14.1K
70
建仓
AMD
ADVANCED MICRO DEVICES INC
+$13.9K
135
减持
SHY
ISHARES TR
-$13.2K
24,771
-2%
清仓
INDA
ISHARES TR
-$13.2K
0
-100%
减持
T
AT&T INC
-$12.7K
1,000
-44%
建仓
NVO
NOVO-NORDISK A S
+$11.8K
170
减持
CVS
CVS HEALTH CORP
+$11.3K
1,140
-22%
减持
RMD
RESMED INC
-$11.0K
717
-4%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$10.9K
0
-100%
清仓
CNYA
ISHARES TR
-$10.8K
0
-100%
建仓
MCK
MCKESSON CORP
+$10.1K
15
建仓
VEEV
VEEVA SYS INC
+$9.3K
40
建仓
HSY
HERSHEY CO
+$8.6K
50
减持
EA
ELECTRONIC ARTS INC
-$8.3K
1,125
-4%
建仓
REGN
REGENERON PHARMACEUTICALS
+$7.6K
12
减持
IEI
ISHARES TR
-$7.5K
835
-9%
清仓
ELV
ELEVANCE HEALTH INC
-$7.4K
0
-100%
清仓
TGT
TARGET CORP
-$6.8K
0
-100%
减持
ZTS
ZOETIS INC
-$6.4K
1,000
-5%
减持
NFLX
NETFLIX INC
-$5.6K
15
-32%
减持
LLY
ELI LILLY & CO
-$5.6K
154
-10%
减持
BIV
VANGUARD BD INDEX FDS
+$5.1K
5,406
-1%
增持
BKNG
BOOKING HOLDINGS INC
-$4.5K
40
+5%
减持
—
TOTALENERGIES SE
+$4.5K
700
-7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.0K
49,563
-1%
建仓
MRP
MILLROSE PPTYS INC
+$2.2K
84
减持
QLTA
ISHARES TR
+$1.1K
81,746
-2%
