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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
$168.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 118 项
建仓 16
增持 49
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$3.9M
11,637
-13%
减持
AAPL
APPLE INC
-$1.6M
68,125
-1%
减持
META
META PLATFORMS INC
+$1.5M
15,398
-9%
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
VKTX
VIKING THERAPEUTICS INC
+$1.3M
16,125
增持
MSFT
MICROSOFT CORP
+$675.7K
14,588
+0%
减持
AMZN
AMAZON COM INC
+$647.9K
24,063
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$525.4K
6,696
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$524.6K
7,897
+1%
减持
BA
BOEING CO
-$450.5K
5,328
-6%
建仓
SNOW
SNOWFLAKE INC
+$448.4K
2,775
减持
TEAM
ATLASSIAN CORPORATION
-$441.9K
9,898
-1%
增持
TOST
TOAST INC
+$421.2K
44,998
+17%
增持
PFE
PFIZER INC
+$360.5K
22,883
+140%
减持
LNG
CHENIERE ENERGY INC
-$332.9K
3,583
-33%
建仓
IVV
ISHARES TR
+$321.3K
611
清仓
ULTA
ULTA BEAUTY INC
-$308.7K
0
-100%
清仓
PENN
PENN ENTERTAINMENT INC
-$308.3K
0
-100%
建仓
APPF
APPFOLIO INC
+$292.1K
1,184
建仓
HE
HAWAIIAN ELEC INDUSTRIES
+$286.3K
25,400
建仓
MPWR
MONOLITHIC PWR SYS INC
+$275.7K
407
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$273.9K
5,050
清仓
HON
HONEYWELL INTL INC
-$261.0K
0
-100%
建仓
URA
GLOBAL X FDS
+$257.8K
8,943
建仓
—
SUPER MICRO COMPUTER INC
+$247.5K
245
减持
—
EQUITRANS MIDSTREAM CORP
-$244.7K
13,016
-67%
增持
LLY
ELI LILLY & CO
+$238.7K
1,191
+1%
增持
VLO
VALERO ENERGY CORP
+$233.8K
5,350
+2%
减持
APD
AIR PRODS & CHEMS INC
-$232.3K
1,426
-32%
建仓
TROW
PRICE T ROWE GROUP INC
+$228.8K
1,876
清仓
INTC
INTEL CORP
-$223.3K
0
-100%
减持
DIS
DISNEY WALT CO
+$219.6K
7,310
-2%
建仓
J
JACOBS SOLUTIONS INC
+$214.3K
1,394
清仓
CAT
CATERPILLAR INC
-$209.4K
0
-100%
建仓
KO
COCA COLA CO
+$208.7K
3,411
建仓
MA
MASTERCARD INCORPORATED
+$207.7K
431
减持
UNH
UNITEDHEALTH GROUP INC
-$204.4K
1,319
-19%
建仓
MFC
MANULIFE FINL CORP
+$201.0K
8,042
建仓
IBB
ISHARES TR
+$200.3K
1,460
减持
SNAP
SNAP INC
-$171.2K
12,000
-34%
增持
IJR
ISHARES TR
+$164.4K
25,387
+4%
减持
ABBV
ABBVIE INC
+$155.6K
10,165
-7%
清仓
OGN
ORGANON & CO
-$152.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$139.3K
3,034
+13%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$137.2K
30,593
+32%
减持
MDYG
SPDR SER TR
+$134.3K
13,255
-2%
减持
GOOG
ALPHABET INC
+$134.3K
17,746
-3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$133.2K
6,473
+20%
增持
AXP
AMERICAN EXPRESS CO
+$131.1K
2,579
+6%
减持
AVGO
BROADCOM INC
+$130.8K
942
-6%
增持
RITM
RITHM CAPITAL CORP
+$126.6K
263,392
+0%
减持
ITA
ISHARES TR
-$122.6K
2,737
-28%
增持
ORCL
ORACLE CORP
+$122.1K
5,437
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$111.7K
1,765
+0%
清仓
—
FNCB BANCORP INC
-$105.2K
0
-100%
增持
QCOM
QUALCOMM INC
+$104.7K
3,364
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$101.5K
20,521
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$99.2K
4,728
+14%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$95.5K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$95.3K
1,074
+2%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$93.2K
43,267
+4%
增持
IEF
ISHARES TR
+$90.4K
21,026
+7%
增持
TSLA
TESLA INC
-$88.9K
2,098
+14%
减持
BX
BLACKSTONE INC
-$82.4K
6,508
-9%
减持
EQT
EQT CORP
-$77.6K
10,150
-14%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$71.3K
8,109
+0%
增持
AMAT
APPLIED MATLS INC
+$70.8K
1,522
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$69.5K
6,512
-13%
减持
QQQ
INVESCO QQQ TR
+$67.8K
2,331
-1%
增持
IJH
ISHARES TR
+$67.1K
7,424
+436%
增持
TLT
ISHARES TR
+$66.9K
5,625
+20%
减持
GOOGL
ALPHABET INC
+$65.0K
8,421
-2%
增持
TJX
TJX COS INC NEW
+$63.1K
4,072
+9%
减持
MTB
M & T BK CORP
-$62.7K
2,339
-20%
减持
LOW
LOWES COS INC
+$60.2K
2,145
-2%
增持
MRK
MERCK & CO INC
+$59.9K
2,124
+5%
减持
CRM
SALESFORCE INC
+$59.1K
6,549
-10%
减持
SMH
VANECK ETF TRUST
+$58.8K
1,595
-7%
增持
GS
GOLDMAN SACHS GROUP INC
+$58.3K
1,282
+4%
增持
SMDV
PROSHARES TR
+$56.6K
10,919
+11%
增持
HD
HOME DEPOT INC
+$54.7K
731
+12%
增持
JPM
JPMORGAN CHASE & CO
+$54.2K
1,774
+0%
增持
—
EXXON MOBIL CORP
+$48.2K
2,305
+5%
增持
BSX
BOSTON SCIENTIFIC CORP
+$45.2K
3,957
+1%
增持
WMT
WALMART INC
+$42.6K
4,157
+216%
减持
SDY
SPDR SER TR
+$41.9K
28,261
-4%
减持
IGSB
ISHARES TR
-$41.2K
19,328
-4%
减持
CINF
CINCINNATI FINL CORP
+$40.6K
3,198
-7%
增持
PFFD
GLOBAL X FDS
+$40.1K
13,582
+13%
减持
DGICA
DONEGAL GROUP INC
-$39.4K
10,902
-21%
减持
V
VISA INC
+$38.8K
2,201
-0%
增持
AMGN
AMGEN INC
+$37.5K
1,156
+14%
增持
KMB
KIMBERLY-CLARK CORP
+$36.9K
4,484
+0%
减持
VFH
VANGUARD WORLD FD
+$35.3K
5,001
-3%
增持
CVX
CHEVRON CORP NEW
+$34.8K
2,155
+5%
增持
ALB
ALBEMARLE CORP
+$33.8K
4,723
+16%
增持
FOUR
SHIFT4 PMTS INC
-$33.2K
5,585
+3%
增持
ARCC
ARES CAPITAL CORP
+$29.6K
24,805
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$29.3K
2,601
-12%
减持
SCHZ
SCHWAB STRATEGIC TR
-$28.5K
10,603
-4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$26.6K
526
+0%
增持
FDBC
FIDELITY D & D BANCORP INC
-$24.3K
11,696
+15%
增持
DLR
DIGITAL RLTY TR INC
+$23.7K
2,039
+2%
增持
AFL
AFLAC INC
+$23.4K
2,765
+7%
减持
NOW
SERVICENOW INC
+$22.9K
751
-3%
增持
BJAN
INNOVATOR ETFS TRUST
+$21.0K
6,044
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$19.6K
16,891
-3%
减持
DVN
DEVON ENERGY CORP NEW
+$18.8K
7,519
-5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$18.2K
1,070
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$17.5K
25,751
-7%
建仓
—
BIONOMICS LIMITED
+$15.4K
15,000
减持
ROP
ROPER TECHNOLOGIES INC
-$13.1K
587
-7%
减持
NOBL
PROSHARES TR
-$10.6K
5,644
-8%
减持
MDYV
SPDR SER TR
-$10.2K
14,659
-4%
减持
SYY
SYSCO CORP
+$5.8K
3,540
-8%
减持
PG
PROCTER AND GAMBLE CO
-$5.1K
5,187
-10%
增持
ENB
ENBRIDGE INC
+$4.5K
9,611
+1%
减持
ABT
ABBOTT LABS
-$2.8K
2,851
-4%
减持
JNJ
JOHNSON & JOHNSON
+$2.1K
4,193
-1%
