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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 132 项
建仓 9
增持 55
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.1M
43,459
-27%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
106,263
-1%
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。
减持
MSFT
MICROSOFT CORP
-$962.4K
9,834
-17%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$884.6K
40,995
-38%
减持
AMZN
AMAZON COM INC
+$791.5K
25,209
-1%
减持
PFE
PFIZER INC
-$679.1K
10,226
-69%
增持
AVGO
BROADCOM INC
+$641.5K
10,500
+1%
减持
TEAM
ATLASSIAN CORPORATION
+$531.2K
7,036
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$524.4K
7,078
-13%
减持
META
META PLATFORMS INC
-$503.8K
9,830
-10%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$447.7K
0
-100%
减持
SDY
SPDR SER TR
-$443.6K
26,054
-5%
减持
RITM
RITHM CAPITAL CORP
-$400.9K
228,906
-10%
增持
UBER
UBER TECHNOLOGIES INC
+$391.3K
22,398
+75%
减持
ALB
ALBEMARLE CORP
-$384.1K
2,510
-60%
清仓
SNOW
SNOWFLAKE INC
-$381.9K
0
-100%
建仓
RTX
RTX CORPORATION
+$349.4K
3,019
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$322.4K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$302.0K
750
增持
AMD
ADVANCED MICRO DEVICES INC
-$287.2K
7,078
+2%
建仓
PM
PHILIP MORRIS INTL INC
+$284.0K
2,360
增持
URA
GLOBAL X FDS
+$281.2K
21,846
+106%
清仓
DELL
DELL TECHNOLOGIES INC
-$272.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$263.7K
2,151
-59%
增持
VKTX
VIKING THERAPEUTICS INC
-$263.4K
41,275
+36%
减持
GOOG
ALPHABET INC
+$262.9K
16,596
-4%
减持
CRM
SALESFORCE INC
+$254.7K
6,200
-7%
减持
LLY
ELI LILLY & CO
-$238.8K
1,046
-11%
建仓
OWL
BLUE OWL CAPITAL INC
+$238.4K
10,250
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$237.8K
7,550
减持
NVO
NOVO-NORDISK A S
-$226.5K
4,942
-10%
清仓
IBB
ISHARES TR
-$225.6K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$224.2K
774
清仓
BEN
FRANKLIN RESOURCES INC
-$219.9K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$215.8K
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$214.5K
0
-100%
减持
TSLA
TESLA INC
+$211.2K
2,648
-19%
清仓
MDLZ
MONDELEZ INTL INC
-$209.3K
0
-100%
建仓
ZS
ZSCALER INC
+$206.6K
1,145
减持
BA
BOEING CO
-$206.2K
3,403
-36%
建仓
SHW
SHERWIN WILLIAMS CO
+$201.1K
592
减持
TOST
TOAST INC
+$184.7K
36,662
-10%
减持
IJR
ISHARES TR
-$179.1K
24,618
-5%
减持
IEF
ISHARES TR
-$175.0K
20,009
-3%
减持
GOOGL
ALPHABET INC
+$172.4K
9,121
-3%
减持
EQT
EQT CORP
+$170.5K
20,337
-3%
增持
ABBV
ABBVIE INC
-$167.0K
10,937
+2%
增持
BX
BLACKSTONE INC
+$158.1K
4,992
+9%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$138.0K
5,608
-27%
增持
GS
GOLDMAN SACHS GROUP INC
+$137.6K
1,527
+3%
增持
SCHF
SCHWAB STRATEGIC TR
-$136.6K
45,350
+91%
增持
SCHZ
SCHWAB STRATEGIC TR
-$134.7K
14,649
+49%
增持
CSCO
CISCO SYS INC
+$131.0K
7,973
+24%
减持
NOW
SERVICENOW INC
+$123.6K
794
-1%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$122.1K
9,780
-20%
减持
LNG
CHENIERE ENERGY INC
+$120.3K
3,940
-2%
增持
CIVI
CIVITAS RESOURCES INC
+$117.5K
12,094
+40%
增持
TLT
ISHARES TR
+$116.6K
10,716
+28%
清仓
—
GRAYSCALE ETHEREUM MINI TR E
-$105.3K
0
-100%
减持
V
VISA INC
+$89.7K
2,310
-1%
减持
MDYG
SPDR SER TR
-$84.2K
11,765
-7%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$83.8K
6,468
-15%
减持
MDYV
SPDR SER TR
-$80.4K
13,226
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$73.6K
3,143
-9%
增持
TJX
TJX COS INC NEW
+$69.7K
5,140
+10%
增持
MFC
MANULIFE FINL CORP
+$62.0K
9,791
+21%
减持
OGN
ORGANON & CO
-$61.9K
10,131
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$60.0K
22,470
+5%
增持
QQQ
INVESCO QQQ TR
+$56.1K
2,347
+0%
增持
WMT
WALMART INC
+$55.3K
5,138
+1%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$54.3K
43,580
-2%
增持
VFH
VANGUARD WORLD FD
+$51.3K
4,871
+2%
增持
LOW
LOWES COS INC
-$50.9K
2,421
+1%
建仓
—
OXFORD LANE CAP CORP
+$50.7K
10,000
增持
VLO
VALERO ENERGY CORP
-$49.4K
5,576
+3%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$47.0K
6,814
+0%
减持
SMDV
PROSHARES TR
-$47.0K
9,677
-5%
减持
MRVL
MARVELL TECHNOLOGY INC
+$45.5K
3,380
-26%
增持
ORCL
ORACLE CORP
+$43.7K
7,631
+6%
增持
HD
HOME DEPOT INC
+$43.5K
1,288
+14%
增持
QCOM
QUALCOMM INC
-$41.4K
4,079
+4%
增持
JNJ
JOHNSON & JOHNSON
-$39.6K
4,889
+6%
增持
LMT
LOCKHEED MARTIN CORP
-$39.1K
495
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$37.1K
5,069
-6%
减持
FOUR
SHIFT4 PMTS INC
+$36.5K
4,800
-8%
减持
APPF
APPFOLIO INC
-$36.5K
1,119
-16%
减持
COST
COSTCO WHSL CORP NEW
+$36.0K
1,284
-0%
增持
NOBL
PROSHARES TR
-$35.4K
5,676
+1%
增持
ARCC
ARES CAPITAL CORP
+$34.8K
29,055
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$33.1K
15,464
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$33.1K
1,948
-5%
增持
MA
MASTERCARD INCORPORATED
+$32.7K
851
+1%
增持
ENB
ENBRIDGE INC
+$29.8K
12,916
+1%
减持
NFLX
NETFLIX INC
+$29.2K
285
-10%
增持
DVN
DEVON ENERGY CORP NEW
-$28.8K
15,050
+13%
减持
DLR
DIGITAL RLTY TR INC
+$28.3K
2,472
-2%
减持
SCHH
SCHWAB STRATEGIC TR
-$27.5K
9,748
-3%
增持
CINF
CINCINNATI FINL CORP
+$24.6K
3,065
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$24.3K
2,166
+100%
减持
ABT
ABBOTT LABS
-$24.2K
2,675
-7%
增持
—
EXXON MOBIL CORP
-$22.7K
3,715
+3%
增持
PG
PROCTER AND GAMBLE CO
-$22.6K
5,331
+1%
增持
MTB
M & T BK CORP
+$22.3K
2,226
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$21.0K
1,318
+12%
减持
APD
AIR PRODS & CHEMS INC
-$20.7K
1,296
-3%
减持
PFFD
GLOBAL X FDS
-$20.0K
15,675
-0%
减持
IJH
ISHARES TR
-$19.4K
7,874
-4%
增持
AMGN
AMGEN INC
+$18.9K
1,925
+29%
减持
SMH
VANECK ETF TRUST
-$18.7K
1,575
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$18.2K
4,043
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$17.4K
1,073
+0%
增持
SHY
ISHARES TR
+$16.0K
2,749
+9%
增持
MRK
MERCK & CO INC
-$14.8K
3,069
+9%
减持
QXO
QXO INC
-$14.4K
10,900
-8%
减持
AXP
AMERICAN EXPRESS CO
+$14.2K
3,017
-7%
增持
KMB
KIMBERLY-CLARK CORP
-$12.4K
5,275
+7%
增持
CVX
CHEVRON CORP NEW
+$10.8K
2,580
+5%
增持
ITA
ISHARES TR
+$10.4K
2,892
+6%
增持
IGSB
ISHARES TR
-$9.6K
18,631
+1%
减持
MS
MORGAN STANLEY
+$9.2K
1,763
-13%
增持
BJAN
INNOVATOR ETFS TRUST
+$9.2K
5,974
+0%
增持
IVV
ISHARES TR
+$8.6K
633
+0%
减持
BAC
BANK AMERICA CORP
+$8.2K
4,913
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$7.0K
6,476
-10%
增持
IWB
ISHARES TR
+$6.5K
785
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$6.4K
2,583
-2%
增持
SYY
SYSCO CORP
-$4.7K
3,101
+0%
增持
FDBC
FIDELITY D & D BANCORP INC
-$4.6K
8,814
+0%
增持
AFL
AFLAC INC
+$2.5K
3,556
+9%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$582
464
+0%
增持
KO
COCA COLA CO
-$442
4,872
+15%
