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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 135 项
建仓 11
增持 47
减持 64
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$2.9M
105,177
-1%
减持
AAPL
APPLE INC
-$2.2M
39,222
-10%
建仓
AES
AES CORP
+$1.2M
94,400
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
AVGO
BROADCOM INC
-$712.8K
10,283
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$680.6K
7,302
+3%
减持
IJR
ISHARES TR
-$634.1K
21,061
-14%
增持
VKTX
VIKING THERAPEUTICS INC
-$606.2K
43,675
+6%
减持
GOOG
ALPHABET INC
-$602.1K
16,376
-1%
增持
AMZN
AMAZON COM INC
-$595.7K
25,938
+3%
清仓
CIVI
CIVITAS RESOURCES INC
-$554.7K
0
-100%
减持
TSLA
TESLA INC
-$528.2K
2,088
-21%
建仓
VRSN
VERISIGN INC
+$487.4K
1,920
减持
CRM
SALESFORCE INC
-$443.9K
6,070
-2%
清仓
NVO
NOVO-NORDISK A S
-$425.1K
0
-100%
清仓
IVV
ISHARES TR
-$372.4K
0
-100%
增持
ABBV
ABBVIE INC
+$358.5K
10,987
+0%
增持
MSFT
MICROSOFT CORP
-$355.9K
10,094
+3%
减持
GOOGL
ALPHABET INC
-$352.9K
8,884
-3%
建仓
CARY
ANGEL OAK FUNDS TRUST
+$352.2K
16,967
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$352.2K
3,367
减持
IGSB
ISHARES TR
-$341.5K
11,871
-36%
减持
TEAM
ATLASSIAN CORPORATION
-$320.3K
6,560
-7%
减持
META
META PLATFORMS INC
-$316.5K
9,437
-4%
减持
TOST
TOAST INC
-$289.2K
31,569
-14%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$264.6K
0
-100%
减持
BA
BOEING CO
-$256.5K
2,028
-40%
增持
AMD
ADVANCED MICRO DEVICES INC
+$252.1K
10,775
+52%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$243.8K
0
-100%
清仓
DIS
DISNEY WALT CO
-$239.5K
0
-100%
清仓
OWL
BLUE OWL CAPITAL INC
-$238.4K
0
-100%
清仓
ETH
GRAYSCALE ETHEREUM MINI TR E
-$237.8K
0
-100%
减持
ORCL
ORACLE CORP
-$234.4K
7,418
-3%
建仓
AMT
AMERICAN TOWER CORP NEW
+$227.2K
1,044
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$224.2K
11,323
清仓
MSTR
MICROSTRATEGY INC
-$224.2K
0
-100%
减持
NOW
SERVICENOW INC
-$223.2K
777
-2%
清仓
ALB
ALBEMARLE CORP
-$216.1K
0
-100%
减持
TLT
ISHARES TR
-$213.0K
7,940
-26%
建仓
ASPN
ASPEN AEROGELS INC
+$211.5K
33,100
建仓
COP
CONOCOPHILLIPS
+$210.0K
1,999
建仓
APH
AMPHENOL CORP NEW
+$209.3K
3,191
清仓
ZS
ZSCALER INC
-$206.6K
0
-100%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$204.3K
38,495
-6%
建仓
MDLZ
MONDELEZ INTL INC
+$201.3K
2,967
建仓
XLV
SELECT SECTOR SPDR TR
+$201.0K
1,377
减持
VONG
VANGUARD SCOTTSDALE FDS
-$198.9K
5,443
-20%
减持
FOUR
SHIFT4 PMTS INC
-$179.5K
3,900
-19%
增持
AMGN
AMGEN INC
+$176.3K
2,176
+13%
减持
URA
GLOBAL X FDS
-$172.1K
18,014
-18%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$170.7K
20,000
+104%
增持
VZ
VERIZON COMMUNICATIONS INC
+$167.8K
23,509
+5%
减持
MRVL
MARVELL TECHNOLOGY INC
-$167.0K
3,351
-1%
增持
EQT
EQT CORP
+$162.1K
20,585
+1%
增持
JNJ
JOHNSON & JOHNSON
+$153.2K
5,187
+6%
清仓
OGN
ORGANON & CO
-$151.2K
0
-100%
增持
BX
BLACKSTONE INC
-$142.5K
5,138
+3%
增持
CVX
CHEVRON CORP NEW
+$138.7K
3,063
+19%
减持
RITM
RITHM CAPITAL CORP
+$134.4K
228,249
-0%
减持
SMDV
PROSHARES TR
-$127.4K
8,042
-17%
增持
PM
PHILIP MORRIS INTL INC
+$126.4K
2,585
+10%
减持
DVN
DEVON ENERGY CORP NEW
-$121.7K
9,915
-34%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$118.4K
17,642
+14%
减持
AXP
AMERICAN EXPRESS CO
-$113.9K
2,904
-4%
减持
MDYG
SPDR SER TR
-$109.8K
11,484
-2%
减持
FDBC
FIDELITY D & D BANCORP INC
-$109.0K
7,717
-12%
减持
QQQ
INVESCO QQQ TR
-$104.5K
2,336
-0%
减持
UBER
UBER TECHNOLOGIES INC
+$102.7K
19,953
-11%
增持
ENB
ENBRIDGE INC
+$99.1K
14,604
+13%
增持
V
VISA INC
+$90.4K
2,341
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$89.2K
5,488
+4%
增持
BAC
BANK AMERICA CORP
+$85.6K
7,226
+47%
减持
IEF
ISHARES TR
-$83.3K
18,523
-7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$81.5K
4,060
-28%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$81.3K
45,151
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$79.4K
6,502
+1%
增持
DLR
DIGITAL RLTY TR INC
-$78.9K
2,509
+1%
增持
CSCO
CISCO SYS INC
+$78.0K
8,913
+12%
减持
SDY
SPDR SER TR
-$74.4K
24,818
-5%
增持
RTX
RTX CORPORATION
+$73.7K
3,195
+6%
减持
ITA
ISHARES TR
-$73.1K
2,268
-22%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$73.0K
3,072
-2%
减持
XLK
SELECT SECTOR SPDR TR
-$72.4K
2,558
-1%
减持
MA
MASTERCARD INCORPORATED
-$63.5K
701
-18%
减持
APD
AIR PRODS & CHEMS INC
-$63.1K
1,061
-18%
减持
PFE
PFIZER INC
-$62.3K
8,248
-19%
增持
KO
COCA COLA CO
+$62.3K
5,105
+5%
增持
—
EXXON MOBIL CORP
+$61.3K
3,876
+4%
减持
LNG
CHENIERE ENERGY INC
+$59.8K
3,917
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$59.2K
745
-1%
增持
PG
PROCTER AND GAMBLE CO
+$57.6K
5,582
+5%
增持
VLO
VALERO ENERGY CORP
+$57.2K
5,609
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$52.7K
1,817
-0%
清仓
—
OXFORD LANE CAP CORP
-$50.7K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$50.3K
1,368
+4%
减持
ABT
ABBOTT LABS
+$49.9K
2,658
-1%
增持
SMH
VANECK ETF TRUST
-$47.7K
1,578
+0%
增持
MRK
MERCK & CO INC
+$45.0K
3,902
+27%
减持
MDYV
SPDR SER TR
-$44.6K
13,188
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
+$40.7K
3,907
-1%
增持
AFL
AFLAC INC
+$37.3K
3,643
+2%
减持
APPF
APPFOLIO INC
-$36.8K
1,088
-3%
减持
IJH
ISHARES TR
-$36.5K
7,782
-1%
增持
MFC
MANULIFE FINL CORP
+$35.8K
10,803
+10%
减持
LOW
LOWES COS INC
-$35.3K
2,410
-0%
增持
GS
GOLDMAN SACHS GROUP INC
-$35.2K
1,536
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$35.1K
44,189
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$34.3K
462
-7%
减持
WMT
WALMART INC
-$32.0K
4,923
-4%
增持
ARCC
ARES CAPITAL CORP
+$29.5K
30,030
+3%
增持
SHW
SHERWIN WILLIAMS CO
+$27.6K
655
+11%
增持
AMAT
APPLIED MATLS INC
-$25.3K
1,788
+2%
增持
PANW
PALO ALTO NETWORKS INC
-$24.3K
2,167
+0%
减持
NFLX
NETFLIX INC
-$23.7K
247
-13%
增持
MTB
M & T BK CORP
-$20.3K
2,227
+0%
减持
IWB
ISHARES TR
-$19.5K
761
-3%
减持
XLE
SELECT SECTOR SPDR TR
+$19.1K
4,851
-4%
减持
MS
MORGAN STANLEY
-$18.2K
1,744
-1%
增持
SCHH
SCHWAB STRATEGIC TR
+$17.5K
10,359
+6%
减持
LLY
ELI LILLY & CO
+$14.3K
995
-5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$14.0K
1,074
+0%
增持
TJX
TJX COS INC NEW
+$13.9K
5,213
+1%
增持
CINF
CINCINNATI FINL CORP
+$13.7K
3,074
+0%
减持
NOBL
PROSHARES TR
+$13.5K
5,662
-0%
减持
PFFD
GLOBAL X FDS
-$12.6K
15,401
-2%
减持
SYY
SYSCO CORP
-$7.9K
3,054
-2%
减持
QCOM
QUALCOMM INC
-$7.4K
4,031
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
+$5.5K
14,596
-0%
增持
SHY
ISHARES TR
+$5.1K
2,786
+1%
减持
VFH
VANGUARD WORLD FD
-$4.8K
4,774
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.6K
6,081
-6%
增持
HD
HOME DEPOT INC
-$4.5K
1,355
+5%
减持
JPM
JPMORGAN CHASE & CO.
+$4.2K
1,921
-1%
增持
BJAN
INNOVATOR ETFS TRUST
-$3.1K
6,077
+2%
增持
QXO
QXO INC
+$1.4K
12,900
+18%
减持
COST
COSTCO WHSL CORP NEW
-$1.3K
1,242
-3%
