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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 113 项
建仓 4
增持 67
减持 38
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$4.2M
119,243
+925%
减持
AAPL
APPLE INC
+$2.3M
66,503
-2%
减持
TEAM
ATLASSIAN CORPORATION
-$615.6K
7,438
-25%
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
CRNX
CRINETICS PHARMACEUTICALS IN
+$555.2K
12,395
减持
GOOG
ALPHABET INC
+$510.2K
17,513
-1%
增持
AVGO
BROADCOM INC
+$503.9K
1,092
+16%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$465.2K
6,816
+2%
增持
MSFT
MICROSOFT CORP
+$429.3K
14,692
+1%
增持
AMZN
AMAZON COM INC
+$421.5K
24,641
+2%
增持
META
META PLATFORMS INC
+$357.4K
15,537
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$333.2K
983
减持
BA
BOEING CO
-$331.1K
3,830
-28%
增持
GOOGL
ALPHABET INC
+$326.6K
8,771
+4%
减持
CRM
SALESFORCE INC
-$303.4K
6,492
-1%
减持
BX
BLACKSTONE INC
-$293.6K
4,534
-30%
增持
QQQ
INVESCO QQQ TR
+$293.4K
2,773
+19%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$286.3K
0
-100%
增持
TSLA
TESLA INC
+$275.1K
3,254
+55%
建仓
CSCO
CISCO SYS INC
+$247.2K
5,203
减持
ALB
ALBEMARLE CORP
-$240.7K
3,993
-15%
清仓
J
JACOBS SOLUTIONS INC
-$214.3K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$200.3K
3,197
增持
NTLA
INTELLIA THERAPEUTICS INC
+$199.8K
46,533
+52%
减持
DIS
DISNEY WALT CO
-$175.0K
7,246
-1%
增持
ORCL
ORACLE CORP
+$171.8K
6,054
+11%
减持
IEF
ISHARES TR
-$170.7K
19,430
-8%
增持
COST
COSTCO WHSL CORP NEW
+$154.5K
1,108
+3%
清仓
DGICA
DONEGAL GROUP INC
-$154.2K
0
-100%
增持
PFE
PFIZER INC
+$152.5K
28,144
+23%
减持
LLY
ELI LILLY & CO
+$142.7K
1,181
-1%
增持
QCOM
QUALCOMM INC
+$142.4K
3,574
+6%
清仓
SNAP
SNAP INC
-$137.8K
0
-100%
减持
FDBC
FIDELITY D & D BANCORP INC
-$136.8K
9,809
-16%
减持
SDY
SPDR SER TR
-$135.7K
28,096
-1%
增持
NOW
SERVICENOW INC
+$129.2K
892
+19%
减持
AMD
ADVANCED MICRO DEVICES INC
-$119.5K
6,509
-0%
增持
—
SUPER MICRO COMPUTER INC
+$110.6K
437
+78%
减持
TOST
TOAST INC
-$110.4K
39,228
-13%
增持
ISRG
INTUITIVE SURGICAL INC
+$107.5K
1,825
+3%
减持
IJR
ISHARES TR
-$101.7K
25,353
-0%
增持
LNG
CHENIERE ENERGY INC
+$101.5K
3,886
+8%
减持
MRVL
MARVELL TECHNOLOGY INC
-$93.7K
5,223
-19%
增持
MA
MASTERCARD INCORPORATED
+$91.2K
677
+57%
减持
VLO
VALERO ENERGY CORP
-$90.6K
5,247
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$85.9K
1,112
-16%
增持
ENB
ENBRIDGE INC
+$85.1K
12,161
+27%
增持
SNOW
SNOWFLAKE INC
+$81.8K
3,925
+41%
增持
VKTX
VIKING THERAPEUTICS INC
+$79.6K
26,445
+64%
增持
ABBV
ABBVIE INC
-$78.8K
10,333
+2%
增持
LOW
LOWES COS INC
-$72.6K
2,149
+0%
增持
MPWR
MONOLITHIC PWR SYS INC
+$71.1K
422
+4%
减持
SMDV
PROSHARES TR
-$68.5K
10,149
-7%
减持
MDYG
SPDR SER TR
-$66.0K
12,980
-2%
增持
SMH
VANECK ETF TRUST
+$65.8K
1,629
+2%
减持
MDYV
SPDR SER TR
-$63.7K
14,401
-2%
增持
RITM
RITHM CAPITAL CORP
-$60.5K
263,881
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$56.0K
1,308
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$53.7K
4,586
+2%
减持
SYY
SYSCO CORP
-$52.3K
3,293
-7%
减持
NVO
NOVO-NORDISK A S
+$50.2K
5,290
-4%
增持
AMGN
AMGEN INC
+$48.5K
1,207
+4%
增持
TJX
TJX COS INC NEW
+$45.3K
4,162
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$45.0K
16,449
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$44.2K
2,590
-0%
减持
V
VISA INC
-$44.0K
2,172
-1%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$42.3K
44,086
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$40.8K
9,805
-8%
减持
CINF
CINCINNATI FINL CORP
-$37.6K
3,044
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$37.2K
8,072
+2%
减持
VFH
VANGUARD WORLD FD
-$37.1K
4,755
-5%
增持
JNJ
JOHNSON & JOHNSON
-$37.1K
4,284
+2%
增持
HD
HOME DEPOT INC
+$35.3K
917
+25%
减持
FOUR
SHIFT4 PMTS INC
+$35.2K
5,510
-1%
增持
—
CYBIN INC
-$34.8K
302,000
+7%
减持
NOBL
PROSHARES TR
-$34.4K
5,597
-1%
增持
—
EXXON MOBIL CORP
+$34.0K
2,623
+14%
增持
WMT
WALMART INC
+$32.7K
4,178
+1%
增持
AXP
AMERICAN EXPRESS CO
+$30.8K
2,669
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$29.6K
1,903
+7%
增持
ABT
ABBOTT LABS
-$27.0K
2,858
+0%
增持
URA
GLOBAL X FDS
+$26.4K
9,818
+10%
减持
SCHF
SCHWAB STRATEGIC TR
-$26.2K
25,472
-1%
增持
KO
COCA COLA CO
+$21.2K
3,611
+6%
增持
IJH
ISHARES TR
+$19.1K
8,032
+8%
增持
AFL
AFLAC INC
+$19.0K
2,871
+4%
增持
DLR
DIGITAL RLTY TR INC
+$18.7K
2,055
+1%
增持
ARCC
ARES CAPITAL CORP
+$17.7K
25,630
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.2K
3,268
+8%
增持
IVV
ISHARES TR
+$14.0K
613
+0%
减持
PG
PROCTER AND GAMBLE CO
-$13.6K
5,021
-3%
减持
MFC
MANULIFE FINL CORP
+$12.2K
8,007
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$11.6K
1,071
+0%
增持
PFFD
GLOBAL X FDS
+$11.6K
14,501
+7%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$10.8K
527
+0%
增持
MRK
MERCK & CO INC
-$10.7K
2,178
+3%
增持
IGSB
ISHARES TR
+$10.7K
19,552
+1%
减持
MTB
M & T BK CORP
+$10.5K
2,317
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$9.6K
5,003
+6%
增持
IBB
ISHARES TR
+$8.8K
1,524
+4%
增持
TLT
ISHARES TR
+$7.1K
5,876
+4%
增持
—
EQUITRANS MIDSTREAM CORP
+$6.5K
13,021
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$5.8K
20,738
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$5.6K
574
-2%
增持
CVX
CHEVRON CORP NEW
+$5.5K
2,209
+3%
增持
TROW
PRICE T ROWE GROUP INC
-$4.4K
1,946
+4%
减持
BJAN
INNOVATOR ETFS TRUST
+$3.0K
5,902
-2%
减持
APD
AIR PRODS & CHEMS INC
-$2.9K
1,328
-7%
增持
APPF
APPFOLIO INC
+$2.6K
1,205
+2%
增持
—
BIONOMICS LIMITED
+$2.2K
23,000
+53%
增持
DVN
DEVON ENERGY CORP NEW
+$1.8K
7,997
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7K
6,553
+30%
增持
EQT
EQT CORP
-$553
10,160
+0%
增持
ITA
ISHARES TR
+$538
2,739
+0%
