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Lewis Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Lewis Asset Management, LLC

报告期 2026-03-31 · CIK 0002004520

持仓数

199

前50大市值合计

$168.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$14.9M

85,436

8.8%

AAPL APPLE INC

COM

$14.0M

55,344

8.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$10.7M

16,516

6.4%

AMZN AMAZON COM INC

COM

$7.9M

37,805

4.7%

GOOGL ALPHABET INC

CAP STK CL A

$5.7M

19,945

3.4%

MSFT MICROSOFT CORP

COM

$5.3M

14,418

3.2%

META META PLATFORMS INC

CL A

$5.3M

9,312

3.2%

GOOG ALPHABET INC

CAP STK CL C

$5.1M

17,723

3.0%

AVGO BROADCOM INC

COM

$4.4M

14,315

2.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$4.4M

10,094

2.6%

SDY SPDR SERIES TRUST

STATE STREET SPD

$4.2M

28,898

2.5%

QXO QXO INC

COM NEW

$4.2M

216,800

2.5%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$3.9M

8,520

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.9M

8,208

2.3%

JNJ JOHNSON & JOHNSON

COM

$3.6M

14,710

2.1%

WMT WALMART INC

COM

$3.4M

26,962

2.0%

COST COSTCO WHOLESALE CORPORATION

COM

$3.3M

3,320

2.0%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$3.3M

57,836

1.9%

UYLD ANGEL OAK FUNDS TRUST

OAK ULTRASHORT

$3.1M

60,569

1.8%

ABBV ABBVIE INC

COM

$3.0M

13,589

1.8%

ORCL ORACLE CORP

COM

$2.8M

18,939

1.7%

IJR ISHARES TR

CORE S&P SCP ETF

$2.5M

20,506

1.5%

CVX CHEVRON CORPORATION

COM

$2.5M

12,147

1.5%

LLY ELI LILLY & CO

COM

$2.5M

2,681

1.5%

CRWD CROWDSTRIKE HLDGS INC

CL A

$2.3M

5,850

1.4%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$2.3M

3,674

1.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.2M

3,826

1.3%

RITM RITHM CAPITAL CORP

COM NEW

$2.2M

230,924

1.3%

PG PROCTER & GAMBLE CO

COM

$2.1M

14,559

1.2%

VKTX VIKING THERAPEUTICS INC

COM

$2.1M

64,090

1.2%

GS GOLDMAN SACHS GROUP INC

COM

$2.1M

2,446

1.2%

CARY ANGEL OAK FUNDS TRUST

INCOME ETF

$2.0M

96,380

1.2%

— EXXON MOBIL CORP

COM

$2.0M

11,601

1.2%

AMD ADVANCED MICRO DEVICES INC

COM

$1.8M

8,863

1.1%

MCD MCDONALDS CORP

COM

$1.8M

5,795

1.1%

LNG CHENIERE ENERGY INC

COM NEW

$1.8M

6,303

1.1%

CSCO CISCO SYS INC

COM

$1.8M

22,939

1.1%

ABT ABBOTT LABORATORIES

COM

$1.7M

16,888

1.0%

IWO ISHARES TR

RUS 2000 GRW ETF

$1.6M

5,136

1.0%

IYW ISHARES TR

U.S. TECH ETF

$1.5M

8,312

0.9%

VLO VALERO ENERGY CORP

COM

$1.5M

5,900

0.9%

V VISA INC

COM CL A

$1.4M

4,751

0.9%

COWZ PACER FDS TR

US CASH COWS 100

$1.4M

22,633

0.8%

URA GLOBAL X FDS

GLOBAL X URANIUM

$1.4M

28,786

0.8%

UBER UBER TECHNOLOGIES INC

COM

$1.4M

19,373

0.8%

ROST ROSS STORES INC

COM

$1.3M

6,100

0.8%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$1.3M

52,875

0.8%

KO COCA COLA CO

COM

$1.3M

16,664

0.8%

RTX RTX CORPORATION

COM

$1.3M

6,556

0.7%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$1.3M

25,526

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

NVDA8.8%AAPL8.3%SPY6.4%AMZN4.7%GOOGL3.4%MSFT3.2%