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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 131 项
建仓 19
增持 77
减持 30
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.6M
107,781
-10%
减持
META
META PLATFORMS INC
-$1.6M
10,935
-30%
减持
MSFT
MICROSOFT CORP
-$1.5M
11,869
-19%
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
UBER
UBER TECHNOLOGIES INC
+$959.8K
12,770
增持
VKTX
VIKING THERAPEUTICS INC
+$522.5K
30,395
+15%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$482.5K
7,592
+11%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$454.4K
2
-33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$449.0K
8,110
+0%
建仓
CIVI
CIVITAS RESOURCES INC
+$437.3K
8,630
增持
EQT
EQT CORP
+$391.5K
20,939
+106%
增持
ORCL
ORACLE CORP
+$373.1K
7,206
+19%
清仓
—
SUPER MICRO COMPUTER INC
-$358.1K
0
-100%
增持
ABBV
ABBVIE INC
+$338.0K
10,687
+3%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$321.2K
66,308
+42%
减持
GOOG
ALPHABET INC
-$314.6K
17,331
-1%
减持
SDY
SPDR SER TR
+$312.1K
27,353
-3%
增持
IJR
ISHARES TR
+$311.5K
25,784
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$286.2K
7,693
增持
TLT
ISHARES TR
+$280.0K
8,351
+42%
建仓
LMT
LOCKHEED MARTIN CORP
+$279.8K
479
建仓
DELL
DELL TECHNOLOGIES INC
+$272.0K
2,295
增持
AXP
AMERICAN EXPRESS CO
+$263.1K
3,249
+22%
建仓
IWB
ISHARES TR
+$246.4K
784
建仓
SCHH
SCHWAB STRATEGIC TR
+$232.8K
10,046
建仓
NFLX
NETFLIX INC
+$224.7K
317
清仓
TROW
PRICE T ROWE GROUP INC
-$224.4K
0
-100%
建仓
BEN
FRANKLIN RESOURCES INC
+$219.9K
10,912
增持
ALB
ALBEMARLE CORP
+$218.7K
6,337
+59%
减持
DIS
DISNEY WALT CO
-$216.2K
5,232
-28%
建仓
FCX
FREEPORT-MCMORAN INC
+$215.8K
4,324
建仓
ARM
ARM HOLDINGS PLC
+$214.5K
1,500
增持
TSLA
TESLA INC
+$214.2K
3,280
+1%
建仓
OGN
ORGANON & CO
+$213.0K
11,136
建仓
MS
MORGAN STANLEY
+$212.4K
2,038
建仓
SHY
ISHARES TR
+$209.4K
2,519
建仓
MDLZ
MONDELEZ INTL INC
+$209.3K
2,842
建仓
BAC
BANK AMERICA CORP
+$207.7K
5,235
增持
IEF
ISHARES TR
+$205.2K
20,636
+6%
建仓
GLD
SPDR GOLD TR
+$204.9K
843
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$199.4K
3,458
+6%
增持
COST
COSTCO WHSL CORP NEW
+$198.7K
1,286
+16%
建仓
QXO
QXO INC
+$187.7K
11,900
减持
QQQ
INVESCO QQQ TR
-$184.7K
2,344
-15%
增持
LOW
LOWES COS INC
+$174.5K
2,394
+11%
清仓
—
EQUITRANS MIDSTREAM CORP
-$169.0K
0
-100%
增持
PFE
PFIZER INC
+$162.9K
32,839
+17%
增持
CRM
SALESFORCE INC
+$149.2K
6,643
+2%
减持
SNOW
SNOWFLAKE INC
-$148.3K
3,325
-15%
增持
GS
GOLDMAN SACHS GROUP INC
+$145.1K
1,488
+14%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$143.5K
11,075
-31%
增持
DVN
DEVON ENERGY CORP NEW
+$142.3K
13,327
+67%
增持
HD
HOME DEPOT INC
+$141.9K
1,129
+23%
增持
BX
BLACKSTONE INC
+$141.4K
4,589
+1%
增持
TOST
TOAST INC
+$140.7K
40,679
+4%
增持
WMT
WALMART INC
+$126.0K
5,064
+21%
增持
UNH
UNITEDHEALTH GROUP INC
+$121.1K
1,176
+6%
增持
—
EXXON MOBIL CORP
+$120.4K
3,603
+37%
增持
JNJ
JOHNSON & JOHNSON
+$120.4K
4,607
+8%
增持
MA
MASTERCARD INCORPORATED
+$116.4K
841
+24%
增持
BA
BOEING CO
+$111.4K
5,318
+39%
增持
AFL
AFLAC INC
+$108.9K
3,268
+14%
增持
AMGN
AMGEN INC
+$105.5K
1,498
+24%
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$105.3K
43,150
减持
VONG
VANGUARD SCOTTSDALE FDS
-$103.8K
6,805
-16%
增持
NVO
NOVO-NORDISK A S
-$103.6K
5,472
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$103.3K
21,345
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$101.2K
7,215
+10%
增持
MPWR
MONOLITHIC PWR SYS INC
+$100.9K
484
+15%
增持
DLR
DIGITAL RLTY TR INC
+$97.7K
2,534
+23%
增持
CSCO
CISCO SYS INC
+$93.8K
6,408
+23%
增持
TJX
TJX COS INC NEW
+$93.0K
4,690
+13%
减持
MDYV
SPDR SER TR
+$90.8K
14,361
-0%
增持
VLO
VALERO ENERGY CORP
-$89.7K
5,428
+3%
增持
PG
PROCTER AND GAMBLE CO
+$88.3K
5,290
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$86.3K
6,961
+7%
增持
ENB
ENBRIDGE INC
+$85.4K
12,761
+5%
清仓
—
CYBIN INC
-$81.8K
0
-100%
增持
KO
COCA COLA CO
+$74.0K
4,228
+17%
减持
SMDV
PROSHARES TR
+$71.3K
10,133
-0%
增持
V
VISA INC
+$70.2K
2,329
+7%
增持
KMB
KIMBERLY-CLARK CORP
+$69.9K
4,945
+8%
减持
PGR
PROGRESSIVE CORP
+$68.2K
1,932
-5%
增持
ARCC
ARES CAPITAL CORP
+$67.0K
28,709
+12%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
+$67.0K
12,175
-2%
增持
NOBL
PROSHARES TR
+$62.4K
5,624
+0%
减持
FOUR
SHIFT4 PMTS INC
+$57.4K
5,210
-5%
增持
CINF
CINCINNATI FINL CORP
+$56.3K
3,055
+0%
增持
APD
AIR PRODS & CHEMS INC
+$54.1K
1,332
+0%
增持
MRK
MERCK & CO INC
+$50.5K
2,819
+29%
增持
JPM
JPMORGAN CHASE & CO.
+$49.0K
2,058
+8%
增持
VFH
VANGUARD WORLD FD
+$49.0K
4,766
+0%
增持
ITA
ISHARES TR
+$48.3K
2,740
+0%
增持
LNG
CHENIERE ENERGY INC
+$47.0K
4,038
+4%
减持
AAPL
APPLE INC
-$46.2K
59,917
-10%
减持
MTB
M & T BK CORP
+$45.5K
2,224
-4%
增持
QCOM
QUALCOMM INC
-$43.9K
3,928
+10%
增持
GOOGL
ALPHABET INC
-$43.4K
9,371
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$41.0K
1,072
+0%
增持
PFFD
GLOBAL X FDS
+$40.4K
15,678
+8%
增持
AVGO
BROADCOM INC
+$40.3K
10,393
+852%
增持
IJH
ISHARES TR
+$40.0K
8,184
+2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$37.2K
4,546
-13%
增持
PANW
PALO ALTO NETWORKS INC
+$36.6K
1,082
+10%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$36.2K
44,551
+1%
增持
ABT
ABBOTT LABS
+$29.8K
2,866
+0%
减持
IGSB
ISHARES TR
-$29.0K
18,474
-6%
增持
IVV
ISHARES TR
+$28.5K
631
+3%
增持
MFC
MANULIFE FINL CORP
+$25.6K
8,078
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$25.3K
3,915
+22%
增持
SMH
VANECK ETF TRUST
-$24.6K
1,630
+0%
增持
AMZN
AMAZON COM INC
-$22.8K
25,434
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$20.3K
9,832
+0%
增持
URA
GLOBAL X FDS
+$19.6K
10,621
+8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$18.1K
463
-12%
增持
APPF
APPFOLIO INC
+$17.9K
1,328
+10%
清仓
—
BIONOMICS LIMITED
-$17.6K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$17.4K
2,464
+12%
减持
WCN
WASTE CONNECTIONS INC
-$16.6K
1,494
-8%
减持
NOW
SERVICENOW INC
+$16.5K
803
-10%
增持
IBB
ISHARES TR
+$16.4K
1,549
+2%
减持
MDYG
SPDR SER TR
+$15.4K
12,611
-3%
增持
XLE
SELECT SECTOR SPDR TR
+$15.3K
5,368
+7%
减持
ROP
ROPER TECHNOLOGIES INC
-$14.1K
556
-3%
增持
BJAN
INNOVATOR ETFS TRUST
+$11.1K
5,955
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$9.6K
15,506
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$8.2K
2,632
+2%
减持
SYY
SYSCO CORP
+$6.6K
3,097
-6%
增持
AMAT
APPLIED MATLS INC
-$5.4K
1,751
+15%
减持
FDBC
FIDELITY D & D BANCORP INC
+$5.1K
8,812
-10%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.1K
23,725
-7%
减持
RITM
RITHM CAPITAL CORP
+$1.0K
253,743
-4%
