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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 98
减持 28
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.8M
57,075
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
16,493
+29%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
106,140
-7%
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。
增持
GOOG
ALPHABET INC
+$1.5M
19,636
+8%
增持
GOOGL
ALPHABET INC
+$1.5M
19,609
+7%
增持
ORCL
ORACLE CORP
+$1.3M
19,612
+1%
增持
MSFT
MICROSOFT CORP
+$1.0M
15,523
+10%
增持
AVGO
BROADCOM INC
+$778.7K
13,697
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$774.8K
4,105
+99%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$706.8K
29,675
+61%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$669.6K
53,558
+27%
增持
QQQ
INVESCO QQQ TR
+$645.0K
4,231
+23%
增持
JNJ
JOHNSON & JOHNSON
+$644.5K
14,985
+7%
增持
AES
AES CORP
+$571.6K
104,698
+37%
增持
ABBV
ABBVIE INC
+$564.1K
11,984
+1%
建仓
D
DOMINION ENERGY INC
+$563.5K
9,212
减持
CRWD
CROWDSTRIKE HLDGS INC
-$561.7K
4,703
-16%
增持
VUG
VANGUARD INDEX FDS
+$538.3K
9,935
+3%
减持
TOST
TOAST INC
-$520.2K
15,653
-36%
清仓
CAVA
CAVA GROUP INC
-$504.1K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$470.9K
1,200
-76%
增持
TSLA
TESLA INC
+$448.1K
3,357
+2%
增持
AMZN
AMAZON COM INC
+$440.4K
38,040
+5%
建仓
IONQ
IONQ INC
+$439.7K
7,150
增持
SDY
SPDR SERIES TRUST
+$422.1K
30,085
+8%
增持
CVX
CHEVRON CORP NEW
+$384.4K
11,831
+17%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$375.5K
3,663
+15%
增持
MCD
MCDONALDS CORP
+$345.7K
5,800
+20%
增持
ROST
ROSS STORES INC
+$340.2K
6,100
+32%
增持
QXO
QXO INC
+$318.2K
160,480
+26%
增持
IYW
ISHARES TR
+$317.1K
8,981
+8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$311.2K
8,420
+3%
建仓
CRWV
COREWEAVE INC
+$305.2K
2,230
增持
VKTX
VIKING THERAPEUTICS INC
+$302.3K
55,930
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$300.6K
8,442
+4%
减持
TEAM
ATLASSIAN CORPORATION
-$295.5K
6,492
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$293.1K
3,563
+24%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$281.6K
3,325
建仓
MRSH
MARSH & MCLENNAN COS INC
+$272.5K
1,352
增持
COST
COSTCO WHSL CORP NEW
+$268.1K
3,308
+17%
清仓
BA
BOEING CO
-$259.4K
0
-100%
增持
ENB
ENBRIDGE INC
+$259.3K
29,824
+9%
建仓
SPYI
NEOS ETF TRUST
+$247.4K
4,731
增持
IWO
ISHARES TR
+$246.5K
5,036
+5%
减持
CRM
SALESFORCE INC
-$243.3K
5,872
-2%
建仓
SO
SOUTHERN CO
+$241.0K
2,542
建仓
JEF
JEFFERIES FINL GROUP INC
+$233.7K
3,573
增持
GS
GOLDMAN SACHS GROUP INC
+$233.6K
2,468
+1%
建仓
GD
GENERAL DYNAMICS CORP
+$226.2K
663
增持
WMT
WALMART INC
+$224.2K
26,523
+3%
增持
URA
GLOBAL X FDS
+$223.4K
19,759
+7%
建仓
SCHD
SCHWAB STRATEGIC TR
+$220.6K
8,080
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$220.4K
0
-100%
清仓
EPR
EPR PPTYS
-$219.6K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$217.6K
5,754
+1%
清仓
SBUX
STARBUCKS CORP
-$214.6K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$214.3K
104
-41%
建仓
TSCO
TRACTOR SUPPLY CO
+$211.8K
3,725
增持
XLK
SELECT SECTOR SPDR TR
+$208.6K
3,951
+11%
清仓
CL
COLGATE PALMOLIVE CO
-$208.6K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$206.1K
0
-100%
建仓
IWF
ISHARES TR
+$205.2K
438
建仓
MPC
MARATHON PETE CORP
+$204.4K
1,060
建仓
VOO
VANGUARD INDEX FDS
+$201.1K
328
建仓
PSEP
INNOVATOR ETFS TRUST
+$200.2K
4,661
建仓
TROW
PRICE T ROWE GROUP INC
+$200.1K
1,950
减持
AMD
ADVANCED MICRO DEVICES INC
+$197.4K
10,181
-0%
增持
LRCX
LAM RESEARCH CORP
+$179.9K
4,874
+0%
增持
EMR
EMERSON ELEC CO
+$174.9K
4,866
+40%
增持
HD
HOME DEPOT INC
+$165.4K
2,134
+12%
增持
BLK
BLACKROCK INC
+$157.8K
381
+40%
减持
IJR
ISHARES TR
+$157.8K
21,885
-2%
增持
BX
BLACKSTONE INC
+$157.3K
6,145
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$151.0K
14,863
+15%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$149.2K
42,699
+16%
增持
RTX
RTX CORPORATION
+$147.9K
6,396
+1%
增持
TJX
TJX COS INC NEW
+$143.1K
5,692
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$141.2K
3,559
+32%
减持
ARCC
ARES CAPITAL CORP
-$140.9K
31,920
-12%
增持
GEV
GE VERNOVA INC
+$132.1K
553
+41%
增持
PG
PROCTER AND GAMBLE CO
+$129.9K
12,651
+11%
增持
SMH
VANECK ETF TRUST
+$126.9K
1,792
+9%
减持
NFLX
NETFLIX INC
-$123.5K
690
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$118.0K
6,351
+48%
增持
PANW
PALO ALTO NETWORKS INC
+$113.8K
3,779
+18%
增持
GLD
SPDR GOLD TR
+$112.5K
1,258
+15%
增持
COWZ
PACER FDS TR
+$110.7K
11,272
+16%
增持
PEP
PEPSICO INC
+$104.4K
3,581
+19%
减持
NOW
SERVICENOW INC
-$103.2K
785
-2%
增持
—
EXXON MOBIL CORP
+$100.3K
10,724
+4%
增持
LQD
ISHARES TR
+$99.6K
5,952
+16%
增持
PM
PHILIP MORRIS INTL INC
-$98.6K
5,796
+2%
减持
EQT
EQT CORP
-$97.7K
20,275
-2%
减持
LOW
LOWES COS INC
+$94.8K
3,322
-0%
减持
FOUR
SHIFT4 PMTS INC
-$93.6K
3,400
-6%
减持
APH
AMPHENOL CORP NEW
+$89.1K
3,594
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$88.6K
18,478
+0%
减持
NTLA
INTELLIA THERAPEUTICS INC
+$87.8K
24,540
-32%
增持
CSCO
CISCO SYS INC
+$87.5K
21,500
+8%
减持
DLR
DIGITAL RLTY TR INC
-$83.4K
2,065
-18%
建仓
HELP
CYBIN INC
+$82.1K
13,946
增持
KO
COCA COLA CO
+$81.4K
15,861
+16%
减持
META
META PLATFORMS INC
-$73.1K
8,714
-1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$70.0K
5,427
+20%
增持
LLY
ELI LILLY & CO
+$68.9K
2,439
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$68.7K
4,306
+11%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$63.1K
51,158
+2%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$56.5K
5,090
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$55.8K
5,380
-4%
增持
ABT
ABBOTT LABS
+$54.9K
16,624
+4%
增持
MA
MASTERCARD INCORPORATED
+$53.6K
878
+11%
增持
RSG
REPUBLIC SVCS INC
+$53.6K
3,135
+16%
增持
XLE
SELECT SECTOR SPDR TR
+$53.0K
5,506
+6%
增持
APPF
APPFOLIO INC
+$52.4K
1,113
+1%
增持
QCOM
QUALCOMM INC
+$51.1K
4,450
+3%
增持
PWR
QUANTA SVCS INC
+$49.1K
675
+11%
增持
UPS
UNITED PARCEL SERVICE INC
+$48.7K
3,465
+45%
增持
MS
MORGAN STANLEY
+$47.9K
1,933
+5%
增持
ITA
ISHARES TR
+$47.3K
2,271
+0%
增持
AVB
AVALONBAY CMNTYS INC
+$47.0K
1,955
+20%
减持
BAC
BANK AMERICA CORP
+$46.1K
12,826
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$45.5K
24,329
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$43.5K
46,259
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.3K
10,554
+13%
减持
LYFT
LYFT INC
-$42.8K
13,270
-38%
减持
SCHZ
SCHWAB STRATEGIC TR
-$42.3K
12,652
-13%
增持
AFL
AFLAC INC
+$39.5K
3,803
+4%
减持
APD
AIR PRODS & CHEMS INC
-$38.1K
1,116
-8%
增持
VFH
VANGUARD WORLD FD
+$37.7K
5,095
+3%
增持
IJH
ISHARES TR
+$36.2K
8,357
+2%
减持
MDYG
SPDR SERIES TRUST
+$35.8K
11,274
-2%
增持
IVV
ISHARES TR
+$35.2K
721
+0%
减持
DIS
DISNEY WALT CO
-$35.1K
2,427
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$30.7K
554
+4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$29.0K
9,553
+33%
增持
AMT
AMERICAN TOWER CORP NEW
-$28.7K
1,257
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$28.4K
2,906
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$26.6K
2,741
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$26.4K
26,625
+5%
增持
IWP
ISHARES TR
+$25.0K
2,270
+6%
增持
NOBL
PROSHARES TR
+$24.0K
5,801
+2%
增持
SYK
STRYKER CORPORATION
+$23.7K
1,222
+13%
增持
IEF
ISHARES TR
+$22.6K
13,158
+1%
增持
ROP
ROPER TECHNOLOGIES INC
-$22.4K
1,075
+9%
增持
RITM
RITHM CAPITAL CORP
+$22.3K
216,259
+0%
增持
BJAN
INNOVATOR ETFS TRUST
+$21.2K
6,229
+1%
增持
IWB
ISHARES TR
+$20.1K
763
+0%
增持
LNG
CHENIERE ENERGY INC
-$20.0K
3,848
+1%
增持
COP
CONOCOPHILLIPS
+$19.8K
2,777
+3%
增持
WFC
WELLS FARGO CO NEW
+$18.4K
4,432
+1%
