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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 33
增持 58
减持 41
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$2.8M
85,436
-10%
增持
MSFT
MICROSOFT CORP
-$1.6M
14,418
+1%
清仓
AES
AES CORP
-$1.6M
0
-100%
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
AAPL
APPLE INC
-$1.1M
55,344
-0%
建仓
OKE
ONEOK INC NEW
+$926.5K
10,250
减持
ORCL
ORACLE CORP
-$913.6K
18,939
-0%
减持
GOOG
ALPHABET INC
-$894.6K
17,723
-7%
减持
CRM
SALESFORCE INC
-$794.6K
3,613
-35%
建仓
MNRO
MONRO INC
+$765.1K
47,700
清仓
TEAM
ATLASSIAN CORPORATION
-$691.7K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$687.3K
12,147
+1%
增持
QXO
QXO INC
+$684.4K
216,800
+19%
增持
CARY
ANGEL OAK FUNDS TRUST
+$671.9K
96,380
+51%
增持
COWZ
PACER FDS TR
+$670.5K
22,633
+83%
建仓
ICOW
PACER FDS TR
+$668.0K
15,739
增持
—
EXXON MOBIL CORP
+$651.1K
11,601
+6%
减持
ENB
ENBRIDGE INC
-$643.5K
14,675
-51%
建仓
IGIB
ISHARES TR
+$634.3K
11,919
建仓
VSNT
VERSANT MEDIA GROUP INC
+$633.8K
17,121
增持
META
META PLATFORMS INC
-$608.9K
9,312
+4%
减持
VUG
VANGUARD INDEX FDS
-$584.3K
10,094
-1%
减持
GOOGL
ALPHABET INC
-$538.7K
19,945
-0%
增持
VLO
VALERO ENERGY CORP
+$521.9K
5,900
+3%
减持
NOW
SERVICENOW INC
-$519.4K
2,046
-57%
建仓
MPC
MARATHON PETE CORP
+$511.1K
2,093
增持
IFRA
ISHARES TR
+$508.1K
12,389
+225%
清仓
ROP
ROPER TECHNOLOGIES INC
-$502.0K
0
-100%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$490.9K
13,112
建仓
DCMT
DOUBLELINE ETF TRUST
+$477.2K
14,316
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$475.5K
5,775
清仓
SNOW
SNOWFLAKE INC
-$471.4K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$457.0K
3,320
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$455.2K
16,516
+1%
建仓
EFA
ISHARES TR
+$453.9K
4,673
减持
JNJ
JOHNSON & JOHNSON
+$448.4K
14,710
-3%
增持
AVGO
BROADCOM INC
-$436.6K
14,315
+2%
建仓
GLW
CORNING INC
+$434.7K
3,197
建仓
DFAI
DIMENSIONAL ETF TRUST
+$430.1K
11,040
增持
GEV
GE VERNOVA INC
+$422.5K
928
+56%
清仓
CRWV
COREWEAVE INC
-$412.5K
0
-100%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$393.6K
4,596
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$392.9K
2,047
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$391.5K
0
-100%
增持
ABT
ABBOTT LABORATORIES
-$381.0K
16,888
+0%
减持
EQT
EQT CORP
-$357.0K
10,001
-46%
增持
WMT
WALMART INC
+$352.5K
26,962
+0%
建仓
SMLF
ISHARES TR
+$350.0K
4,637
增持
SPYI
NEOS ETF TRUST
+$345.2K
25,526
+47%
建仓
GUNR
FLEXSHARES TR
+$326.6K
5,921
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$315.1K
8,208
-3%
清仓
IONQ
IONQ INC
-$311.8K
0
-100%
清仓
QTUM
ETF SER SOLUTIONS
-$307.6K
0
-100%
增持
TOST
TOAST INC
+$302.5K
30,918
+112%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$298.0K
0
-100%
建仓
TER
TERADYNE INC
+$296.5K
1,000
增持
RITM
RITHM CAPITAL CORP
-$287.0K
230,924
+2%
建仓
AOHY
ANGEL OAK FUNDS TRUST
+$285.7K
26,137
建仓
BJUL
INNOVATOR ETFS TRUST
+$282.7K
5,689
清仓
DKNG
DRAFTKINGS INC NEW
-$282.6K
0
-100%
增持
ABBV
ABBVIE INC
+$279.6K
13,589
+16%
建仓
RWR
SPDR SERIES TRUST
+$279.1K
2,765
增持
CRNX
CRINETICS PHARMACEUTICALS IN
-$265.2K
26,155
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$263.6K
780
清仓
LDOS
LEIDOS HOLDINGS INC
-$263.4K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$259.6K
3,640
-6%
清仓
APPF
APPFOLIO INC
-$259.4K
0
-100%
建仓
DE
DEERE & CO
+$249.6K
443
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$243.2K
4,499
清仓
MP
MP MATERIALS CORP
-$234.4K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$225.4K
1,153
减持
AXP
AMERICAN EXPRESS CO
-$225.3K
3,106
-1%
建仓
CAT
CATERPILLAR INC
+$223.9K
316
增持
TSLA
TESLA INC
-$223.7K
3,342
+3%
建仓
TXN
TEXAS INSTRS INC
+$221.5K
1,141
增持
AMAT
APPLIED MATLS INC
+$218.4K
2,575
+0%
减持
QQQ
INVESCO QQQ TR
-$216.6K
3,826
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$215.1K
52,875
+16%
清仓
—
AON PLC
-$214.9K
0
-100%
清仓
SYY
SYSCO CORP
-$213.2K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$212.3K
11,000
建仓
SBUX
STARBUCKS CORP
+$209.4K
2,337
清仓
IWF
ISHARES TR
-$207.3K
0
-100%
建仓
NET
CLOUDFLARE INC
+$207.2K
1,004
清仓
TROW
PRICE T ROWE GROUP INC
-$205.2K
0
-100%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$204.4K
1,925
建仓
IJK
ISHARES TR
+$203.4K
2,021
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$203.2K
5,055
建仓
DGICB
DONEGAL GROUP INC
+$202.9K
11,469
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$202.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$201.0K
20,007
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$188.8K
1,373
-5%
减持
IYW
ISHARES TR
-$184.7K
8,312
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$184.2K
5,475
+45%
增持
BX
BLACKSTONE INC
-$177.5K
6,865
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$174.8K
8,863
-4%
减持
XLE
SELECT SECTOR SPDR TR
+$169.6K
10,829
-2%
增持
COP
CONOCOPHILLIPS
+$165.3K
3,588
+9%
增持
LLY
ELI LILLY & CO
+$164.5K
2,681
+25%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$160.3K
57,836
+6%
增持
KO
COCA COLA CO
+$151.5K
16,664
+4%
减持
URA
GLOBAL X FDS
+$149.3K
28,786
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$147.3K
5,746
-17%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$142.4K
60,569
+5%
增持
AMGN
AMGEN INC
+$140.9K
3,389
+6%
增持
DIA
STATE STR SPDR DOW JONES IND
-$133.7K
8,520
+0%
增持
UBER
UBER TECHNOLOGIES INC
-$131.0K
19,373
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$129.6K
2,507
+1%
减持
SDY
SPDR SERIES TRUST
+$126.1K
28,898
-2%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$125.2K
19,770
+39%
减持
HON
HONEYWELL INTL INC
+$123.0K
4,291
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$122.2K
7,320
-4%
增持
CSCO
CISCO SYS INC
+$111.9K
22,939
+6%
增持
RTX
RTX CORPORATION
+$97.3K
6,556
+3%
减持
ARCC
ARES CAPITAL CORP
-$97.1K
26,594
-7%
增持
UNH
UNITEDHEALTH GROUP INC
-$96.2K
4,343
+13%
增持
PWR
QUANTA SVCS INC
+$95.0K
692
+3%
增持
TGT
TARGET CORP
+$94.3K
2,731
+13%
增持
BJAN
INNOVATOR ETFS TRUST
+$92.4K
8,263
+31%
增持
VKTX
VIKING THERAPEUTICS INC
-$91.8K
64,090
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$91.2K
11,551
+2%
减持
LNG
CHENIERE ENERGY INC
+$87.5K
6,303
-28%
增持
LMT
LOCKHEED MARTIN CORP
+$86.4K
587
+6%
增持
JPM
JPMORGAN CHASE & CO
-$86.2K
3,765
+2%
减持
LYFT
LYFT INC
-$85.9K
12,870
-3%
减持
CINF
CINCINNATI FINL CORP
-$82.6K
2,285
-16%
增持
AMZN
AMAZON COM INC
-$81.6K
37,805
+10%
增持
BAC
BANK AMERICA CORP
-$77.5K
12,601
+0%
减持
PGR
PROGRESSIVE CORP
-$76.8K
1,833
-5%
增持
V
VISA INC
-$76.5K
4,751
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$75.1K
5,850
+24%
增持
GS
GOLDMAN SACHS GROUP INC
-$74.1K
2,446
+0%
减持
LRCX
LAM RESEARCH CORP
+$71.1K
4,131
-13%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$68.4K
4,989
-1%
减持
BLK
BLACKROCK INC
-$67.9K
380
-6%
减持
DIS
DISNEY WALT CO
-$63.1K
2,210
-9%
减持
IJR
ISHARES TR
+$62.4K
20,506
-1%
增持
PM
PHILIP MORRIS INTL INC
+$62.1K
6,331
+3%
减持
IEF
ISHARES TR
-$59.6K
11,946
-4%
增持
AMT
AMERICAN TOWER CORP
+$57.1K
1,778
+25%
减持
LQD
ISHARES TR
-$55.9K
5,717
-7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$53.0K
18,081
+11%
减持
LOW
LOWES COS INC
-$49.3K
3,076
-4%
增持
PG
PROCTER & GAMBLE CO
+$47.0K
14,559
+1%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$45.2K
3,674
-0%
减持
GLD
SPDR GOLD TR
-$41.4K
1,113
-15%
增持
SCHD
SCHWAB STRATEGIC TR
+$39.4K
8,505
+5%
增持
TJX
TJX COS INC NEW
+$38.8K
5,726
+0%
减持
TLT
ISHARES TR
-$34.9K
5,402
-6%
减持
PFE
PFIZER INC
-$34.5K
17,647
-17%
增持
UPS
UNITED PARCEL SVCS INC
+$33.7K
4,144
+10%
