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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 62
增持 51
减持 20
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
ESGD
ISHARES TR
+$20.5M
229,552
增持
SUSB
ISHARES TR
+$5.4M
457,113
+91%
减持
SUSA
ISHARES TR
-$5.3M
1,343
-97%
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。
建仓
IBND
SPDR SERIES TRUST
+$4.0M
124,430
清仓
QQQ
INVESCO QQQ TR
-$2.2M
0
-100%
减持
QLTA
ISHARES TR
-$2.0M
39,595
-52%
清仓
NUMG
NUSHARES ETF TR
-$2.0M
0
-100%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.9M
126,939
-34%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.8M
36,186
-50%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$1.8M
0
-100%
清仓
SUSC
ISHARES TR
-$1.7M
0
-100%
增持
GDX
VANECK ETF TRUST
+$1.1M
26,352
+394%
增持
GLD
SPDR GOLD TR
+$922.1K
28,797
+6%
增持
MSFT
MICROSOFT CORP
+$906.0K
6,471
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$815.0K
39,806
-6%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$783.4K
54,004
-20%
建仓
SCHF
SCHWAB STRATEGIC TR
+$687.4K
31,104
增持
FTLS
FIRST TR EXCH TRADED FD III
+$557.8K
64,285
+11%
增持
QAI
NEW YORK LIFE INVESTMENTS ET
+$523.6K
103,139
+15%
增持
EWL
ISHARES INC
+$481.0K
26,962
+40%
增持
NVDA
NVIDIA CORPORATION
+$419.2K
3,346
+231%
增持
FEZ
SPDR INDEX SHS FDS
+$382.5K
53,598
+3%
减持
AMZN
AMAZON COM INC
+$348.5K
12,028
-0%
增持
PSP
INVESCO EXCHANGE TRADED FD T
+$328.9K
17,575
+28%
增持
IBDU
ISHARES TR
+$288.0K
156,301
+9%
清仓
BGRN
ISHARES TR
-$282.2K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$278.0K
5,621
增持
SHV
ISHARES TR
+$251.0K
24,893
+11%
减持
TLH
ISHARES TR
-$220.3K
40,677
-2%
增持
META
META PLATFORMS INC
+$207.9K
473
+93%
建仓
BSV
VANGUARD BD INDEX FDS
+$175.6K
2,246
清仓
ED
CONSOLIDATED EDISON INC
-$174.7K
0
-100%
增持
IWM
ISHARES TR
+$173.6K
918
+646%
减持
VWOB
VANGUARD WHITEHALL FDS
-$155.4K
68,057
-4%
增持
GOOGL
ALPHABET INC
+$152.9K
2,332
+40%
清仓
IXJ
ISHARES TR
-$151.4K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$148.6K
1,669
增持
GOOG
ALPHABET INC
+$145.9K
3,447
+16%
建仓
SCHP
SCHWAB STRATEGIC TR
+$143.0K
5,398
增持
JPM
JPMORGAN CHASE & CO.
+$138.1K
1,584
+22%
建仓
IAU
ISHARES GOLD TR
+$129.1K
2,071
清仓
IAGG
ISHARES TR
-$127.5K
0
-100%
减持
SHY
ISHARES TR
-$125.7K
23,366
-6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$124.2K
48,006
-3%
减持
EFA
ISHARES TR
+$117.9K
19,219
-2%
增持
IBDV
ISHARES TR
+$109.8K
61,573
+8%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$109.3K
1,626
建仓
USIG
ISHARES TR
+$108.1K
2,117
增持
AVGO
BROADCOM INC
+$102.2K
556
+82%
清仓
EMNT
PIMCO ETF TR
-$94.9K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$93.0K
107,096
-2%
增持
BKNG
BOOKING HOLDINGS INC
+$87.8K
47
+18%
增持
EA
ELECTRONIC ARTS INC
+$83.7K
1,542
+37%
增持
IBDT
ISHARES TR
+$80.1K
91,368
+4%
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$78.7K
0
-100%
清仓
ISHG
ISHARES TR
-$77.4K
0
-100%
增持
BAC
BANK AMERICA CORP
+$75.4K
4,426
+38%
建仓
ITOT
ISHARES TR
+$67.1K
497
建仓
WMT
WALMART INC
+$62.2K
636
减持
PFF
ISHARES TR
-$61.8K
641
-76%
增持
RMD
RESMED INC
+$59.8K
854
+19%
减持
—
GLOBAL X FDS
-$56.9K
94,512
-21%
增持
AEP
AMERICAN ELEC PWR CO INC
+$55.5K
1,322
+77%
建仓
GS
GOLDMAN SACHS GROUP INC
+$51.0K
72
增持
NFLX
NETFLIX INC
+$49.0K
47
+213%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$47.6K
109
+990%
增持
TSLA
TESLA INC
+$47.3K
476
+19%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$46.8K
0
-100%
增持
CRM
SALESFORCE INC
+$43.8K
330
+92%
增持
MA
MASTERCARD INCORPORATED
+$41.5K
364
+23%
增持
HON
HONEYWELL INTL INC
+$40.9K
932
+12%
增持
AAPL
APPLE INC
+$40.7K
4,762
+13%
增持
V
VISA INC
+$40.4K
1,091
+10%
建仓
BKR
BAKER HUGHES COMPANY
+$36.3K
953
增持
PEP
PEPSICO INC
+$34.3K
672
+85%
清仓
SPYD
SPDR SER TR
-$33.6K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$32.2K
114
+90%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$31.9K
576
建仓
HD
HOME DEPOT INC
+$31.9K
87
增持
ABT
ABBOTT LABS
+$31.6K
2,707
+7%
清仓
—
UNITED STATES STL CORP NEW
-$31.1K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$30.6K
31
建仓
RTX
RTX CORPORATION
+$29.4K
201
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$29.0K
7,266
-4%
建仓
IXUS
ISHARES TR
+$28.5K
369
建仓
FUTU
FUTU HLDGS LTD
+$27.8K
225
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$27.3K
200
建仓
APP
APPLOVIN CORP
+$26.3K
75
建仓
KMI
KINDER MORGAN INC DEL
+$26.0K
895
增持
PG
PROCTER AND GAMBLE CO
+$25.7K
378
+89%
增持
—
EXXON MOBIL CORP
+$25.6K
765
+60%
清仓
HACK
AMPLIFY ETF TR
-$25.5K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$25.0K
80
增持
WFC
WELLS FARGO CO NEW
+$23.8K
635
+68%
建仓
ORCL
ORACLE CORP
+$23.8K
109
建仓
JNJ
JOHNSON & JOHNSON
+$22.9K
150
建仓
SO
SOUTHERN CO
+$22.6K
246
减持
SJNK
SPDR SERIES TRUST
-$21.9K
113,950
-1%
建仓
DHR
DANAHER CORPORATION
+$21.7K
110
增持
T
AT&T INC
+$21.7K
1,745
+75%
建仓
SCHW
SCHWAB CHARLES CORP
+$21.4K
235
建仓
SBUX
STARBUCKS CORP
+$20.7K
226
增持
VZ
VERIZON COMMUNICATIONS INC
+$19.6K
2,499
+31%
增持
FTNT
FORTINET INC
+$19.5K
426
+61%
建仓
DIS
DISNEY WALT CO
+$19.5K
157
增持
CVX
CHEVRON CORP NEW
+$19.3K
310
+107%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$18.5K
0
-100%
建仓
URTH
ISHARES INC
+$18.3K
108
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$18.1K
323
建仓
GEV
GE VERNOVA INC
+$16.9K
32
建仓
WM
WASTE MGMT INC DEL
+$16.5K
72
减持
SHYG
ISHARES TR
-$15.2K
1,040
-26%
建仓
PGR
PROGRESSIVE CORP
+$14.4K
54
建仓
TMUS
T-MOBILE US INC
+$14.1K
59
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$13.8K
470
+47%
建仓
UBER
UBER TECHNOLOGIES INC
+$13.6K
146
增持
NOW
SERVICENOW INC
+$13.1K
36
+20%
建仓
EOG
EOG RES INC
+$12.6K
106
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$12.5K
55
建仓
VLTO
VERALTO CORP
+$12.1K
120
增持
NVO
NOVO-NORDISK A S
+$11.7K
340
+100%
减持
EMB
ISHARES TR
+$11.5K
11,734
-0%
建仓
IQV
IQVIA HLDGS INC
+$11.2K
71
增持
DE
DEERE & CO
+$11.0K
90
+22%
建仓
CSX
CSX CORP
+$10.9K
333
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$10.2K
23
建仓
CMCSA
COMCAST CORP NEW
+$10.1K
286
增持
KLAC
KLA CORP
+$10.1K
31
+19%
建仓
PLD
PROLOGIS INC.
+$9.9K
94
建仓
FISV
FISERV INC
+$9.1K
53
建仓
SPGI
S&P GLOBAL INC
+$9.0K
17
建仓
CTVA
CORTEVA INC
+$8.7K
117
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$8.5K
21
建仓
WAT
WATERS CORP
+$7.7K
22
建仓
OTIS
OTIS WORLDWIDE CORP
+$7.4K
75
建仓
AZO
AUTOZONE INC
+$7.4K
2
建仓
DLTR
DOLLAR TREE INC
+$7.3K
74
建仓
DLR
DIGITAL RLTY TR INC
+$7.3K
42
清仓
NEE
NEXTERA ENERGY INC
-$7.1K
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$7.1K
27
增持
KO
COCA COLA CO
+$7.0K
3,622
+4%
建仓
URI
UNITED RENTALS INC
+$6.8K
9
增持
ADBE
ADOBE INC
+$6.4K
71
+29%
建仓
AEE
AMEREN CORP
+$6.1K
64
建仓
AMAT
APPLIED MATLS INC
+$5.1K
28
增持
ZTS
ZOETIS INC
-$5.0K
1,027
+3%
建仓
HUBS
HUBSPOT INC
+$5.0K
9
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$5.0K
48
建仓
H
HYATT HOTELS CORP
+$3.8K
27
减持
HEWJ
ISHARES TR
-$3.7K
6,868
-7%