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L & S Advisors Inc

SEC CIK
0001392364
最新申報
2026/8/12

2022 年第 2 季持倉

持倉截至 2022/6/30,2022/8/12 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
232
較 2022 年第 1 季 −51
總值
$5.99 億
較 2022 年第 1 季 −$2.45 億 (−29.1%)
申報日
2022/8/12
SEC
L & S Advisors Inc 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SPYSPDR S&P 500 ETF TrustETF232,566$8,774 萬14.6%+196,216+539.8%加碼歷史
AAPLApple Inc.Stock166,087$2,271 萬3.8%−16,494−9.0%減碼歷史
MSFTMicrosoft CorpStock66,098$1,698 萬2.8%−775−1.2%減碼歷史
LLYEli Lilly & CoStock38,098$1,235 萬2.1%+19,812+108.3%加碼歷史
GOOGLAlphabet Inc.Stock5,580$1,216 萬2.0%−741−11.7%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 139,409$1,213 萬2.0%+779+2.0%加碼歷史
AMZNAmazon Com IncStock105,063$1,116 萬1.9%00.0%不變依 20 比 1 拆股換算歷史
ABBVAbbVie Inc.Stock70,998$1,087 萬1.8%−22,781−24.3%減碼歷史
ELSEquity Lifestyle Properties IncCOM144,682$1,020 萬1.7%−631−0.4%減碼歷史
US Treasur NT912828WJ5tn–$990.8 萬1.7%–新進–
US Treasury91282CEH0FIXED–$989.2 萬1.7%–新進–
US Treasury912828G38FIXED–$983.1 萬1.6%–新進–
UNHUnitedHealth Group IncStock17,940$921.4 萬1.5%−5,726−24.2%減碼歷史
INTUIntuit Inc.Stock20,136$776.1 萬1.3%00.0%不變歷史
PANWPalo Alto Networks IncStock15,450$763.1 萬1.3%−345−2.2%減碼歷史
US Treasury91282CCK5FIXED–$749.1 萬1.3%–––
US Treasury91282CAP6FIXED–$727.1 萬1.2%–––
HDHome Depot, Inc.Stock25,841$708.8 萬1.2%+16,236+169.0%加碼歷史
SGENSeagen Inc.COM38,571$682.5 萬1.1%+38,571新進歷史
MRKMerck & Co., Inc.Stock73,829$673.1 萬1.1%+30,217+69.3%加碼歷史
FANGDiamondback Energy, Inc.Stock54,593$661.4 萬1.1%−6,599−10.8%減碼歷史
PEPPepsiCo IncStock38,836$647.2 萬1.1%+36,087+1,312.7%加碼歷史
COSTCostco Wholesale CorpStock13,490$646.6 萬1.1%+2,304+20.6%加碼歷史
MDLZMondelez International, Inc.Stock100,781$625.7 萬1.0%+100,781新進歷史
AMGNAmgen IncStock24,939$606.8 萬1.0%+11,379+83.9%加碼歷史
STZConstellation Brands, Inc.Stock25,344$590.7 萬1.0%+25,344新進歷史
BMYBristol Myers Squibb CoStock70,921$546.1 萬0.9%+66,216+1,407.4%加碼歷史
PXDPioneer Natural Resources CoCOM24,235$540.6 萬0.9%−12,259−33.6%減碼歷史
DUKDuke Energy CORPStock49,158$527.0 萬0.9%+118+0.2%加碼歷史
AEPAmerican Electric Power Co IncStock54,576$523.6 萬0.9%+91+0.2%加碼歷史
MCKMcKesson CorpStock15,966$520.8 萬0.9%−10,470−39.6%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF26,181$493.8 萬0.8%−17−0.1%減碼–
NOCNorthrop Grumman CorpStock10,033$480.1 萬0.8%−3,629−26.6%減碼歷史
GDGeneral Dynamics CorpStock21,650$479.0 萬0.8%+21,650新進歷史
LMTLockheed Martin CorpStock10,936$470.2 萬0.8%−2,510−18.7%減碼歷史
SLBSLB LimitedStock127,792$457.0 萬0.8%+127,792新進歷史
EOGEOG Resources IncStock40,581$448.2 萬0.7%−20,974−34.1%減碼歷史
EMREmerson Electric CoStock55,771$443.6 萬0.7%−15,834−22.1%減碼歷史
TJXTJX Companies IncStock77,241$431.4 萬0.7%+77,241新進歷史
PSXPhillips 66Stock52,262$428.5 萬0.7%−33,595−39.1%減碼歷史
COPConocoPhillipsStock47,348$425.2 萬0.7%−22,128−31.8%減碼歷史
DVNDevon Energy CorpStock71,670$395.0 萬0.7%−61,430−46.2%減碼歷史
TSLATesla, Inc.Stock5,608$377.7 萬0.6%−1,280−18.6%減碼歷史
US Treasury91282CBG5FIXED–$358.9 萬0.6%–––
METAMeta Platforms, Inc.Stock20,955$337.9 萬0.6%−1,482−6.6%減碼歷史
ALBAlbemarle CorpStock16,125$337.0 萬0.6%+662+4.3%加碼歷史
PGProcter & Gamble CoStock23,134$332.6 萬0.6%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW15,630$313.7 萬0.5%−1,931−11.0%減碼歷史
AMTAmerican Tower CorpREIT11,641$297.5 萬0.5%−1,973−14.5%減碼歷史
AVGOBroadcom Inc.Stock6,124$297.5 萬0.5%−438−6.7%減碼歷史
RTXRTX CorpStock28,494$273.9 萬0.5%−4,128−12.7%減碼歷史
KLACKLA CorpCOM NEW8,572$273.5 萬0.5%−410−4.6%減碼歷史
APDAir Products & Chemicals, Inc.Stock10,763$258.8 萬0.4%−767−6.7%減碼歷史
JPMJPMorgan Chase & CoStock22,502$253.4 萬0.4%+15,337+214.1%加碼歷史
CEGConstellation Energy CorpStock44,151$252.8 萬0.4%−94,185−68.1%減碼歷史
PLDPrologis, Inc.REIT21,307$250.7 萬0.4%−18,443−46.4%減碼歷史
DGDollar General CorpCOM9,837$241.4 萬0.4%+9,837新進歷史
PWRQuanta Services, Inc.COM19,088$239.2 萬0.4%+19,088新進歷史
FDXFedEx CorpStock10,507$238.2 萬0.4%+846+8.8%加碼歷史
LRCXLam Research CorpCOM5,292$225.5 萬0.4%−12,951−71.0%減碼歷史
ACNAccenture plcStock8,090$224.6 萬0.4%+199+2.5%加碼歷史
CSCOCisco Systems, Inc.Stock52,519$223.9 萬0.4%−408−0.8%減碼歷史
SYKStryker CorpStock11,120$221.2 萬0.4%−198−1.7%減碼歷史
DINDine Brands Global, Inc.COM33,810$220.0 萬0.4%−8,506−20.1%減碼歷史
AAPAdvance Auto Parts IncCOM12,564$217.5 萬0.4%+1,813+16.9%加碼歷史
NSCNorfolk Southern CorpStock9,471$215.3 萬0.4%−26,112−73.4%減碼歷史
DEDeere & CoStock7,109$212.9 萬0.4%−18,357−72.1%減碼歷史
CHHChoice Hotels International IncCOM18,879$210.7 萬0.4%−1,788−8.7%減碼歷史
GSGoldman Sachs Group IncStock6,955$206.6 萬0.3%−1,391−16.7%減碼歷史
EWBCEast West Bancorp IncCOM31,465$203.9 萬0.3%+5,428+20.8%加碼歷史
TMOThermo Fisher Scientific Inc.Stock3,726$202.4 萬0.3%−456−10.9%減碼歷史
ENPHEnphase Energy, Inc.Stock10,344$202.0 萬0.3%−1,830−15.0%減碼歷史
SRESempraStock13,416$201.6 萬0.3%−1,767−11.6%減碼歷史
ABTAbbott LaboratoriesStock18,310$198.9 萬0.3%−475−2.5%減碼歷史
FMCFMC CorpCOM NEW18,311$195.9 萬0.3%+18,311新進歷史
GSLGlobal Ship Lease, Inc.COM CL A114,142$188.6 萬0.3%−114,505−50.1%減碼歷史
EQTEQT CorpStock53,884$185.4 萬0.3%+53,884新進歷史
SEDGSolaredge Technologies, Inc.COM6,689$183.1 萬0.3%+1,557+30.3%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock10,842$182.8 萬0.3%−1,554−12.5%減碼歷史
CIVICivitas Resources, Inc.EQUITY US CM34,406$179.9 萬0.3%−15,721−31.4%減碼歷史
ALLAllstate CorpStock14,118$178.9 萬0.3%−9,187−39.4%減碼歷史
Kraneshares Trust500767306CSI CHI INTERNET54,215$177.6 萬0.3%+54,215新進–
BEBloom Energy CorpCOM CL A105,420$173.9 萬0.3%+9,575+10.0%加碼歷史
ADBEAdobe Inc.Stock4,398$161.0 萬0.3%+1,465+49.9%加碼歷史
TSCOTractor Supply CoCOM8,298$160.9 萬0.3%−36,136−81.3%減碼歷史
JNJJohnson & JohnsonStock8,984$159.5 萬0.3%−1,685−15.8%減碼歷史
NOWServiceNow, Inc.Stock3,341$158.9 萬0.3%−421−11.2%減碼歷史
SHOPShopify Inc.Stock50,860$158.9 萬0.3%+17,220+51.2%加碼依 10 比 1 拆股換算歷史
INTCIntel CorpStock42,271$158.1 萬0.3%−4,707−10.0%減碼歷史
Airbus SE009279100COM65,082$158.1 萬0.3%+65,082新進–
XOMExxonMobil Holdings CorpCOM18,218$156.0 萬0.3%−2,058−10.1%減碼歷史
Lynas Rare Earths Ltd Spon ADR551073307COM257,373$154.4 萬0.3%−20,632−7.4%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF37,341$152.4 萬0.3%−8,874−19.2%減碼–
US Treasury91282CBU4FIXED–$152.1 萬0.3%–––
DDOGDatadog, Inc.CL A COM15,526$147.9 萬0.2%+3,192+25.9%加碼歷史
US Treasury91282CAK7FIXED–$147.9 萬0.2%–––
SWAVShockwave Medical, Inc.COM7,686$146.9 萬0.2%−2,726−26.2%減碼歷史
SNPSSynopsys IncCOM4,834$146.8 萬0.2%−827−14.6%減碼歷史
ZSZscaler, Inc.Stock9,788$146.3 萬0.2%+3,004+44.3%加碼歷史
SNOWSnowflake Inc.Stock10,085$140.2 萬0.2%+2,081+26.0%加碼歷史

2022 年第 1 季之後清倉(90 檔)

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

L & S Advisors Inc 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
Vanguard SHT TRM Invt GRD922031877FIXED2,732,240$2,820 萬3.3%–
VNGRD Ultra Short-T Fund922031711FIXED773,808$1,535 萬1.8%–
BXBlackstone Inc.COM66,954$849.9 萬1.0%歷史
CLFCleveland-Cliffs Inc.COM248,704$801.1 萬0.9%歷史
CBChubb LtdStock36,720$785.4 萬0.9%歷史
ADMArcher-Daniels-Midland CoStock85,970$776.0 萬0.9%歷史
VVisa Inc.Stock32,297$716.3 萬0.8%歷史
FCXFreeport-McMoran IncStock143,922$715.9 萬0.8%歷史
AGCOAGCO CorpCOM48,561$709.1 萬0.8%歷史
QCOMQualcomm IncStock43,573$665.9 萬0.8%歷史
CATCaterpillar IncStock29,787$663.7 萬0.8%歷史
CVSCVS Health CorpStock65,291$660.8 萬0.8%歷史
HALHalliburton CoStock158,821$601.5 萬0.7%歷史
MOSMosaic CoCOM84,036$558.8 萬0.7%歷史
URIUnited Rentals, Inc.COM15,661$556.3 萬0.7%歷史
AVBAvalonbay Communities IncCOM21,122$524.6 萬0.6%歷史
METMetlife IncStock74,270$522.0 萬0.6%歷史
APAAPA CorpStock125,883$520.3 萬0.6%歷史
EMNEastman Chemical CoStock45,812$513.4 萬0.6%歷史
PFEPfizer IncStock97,736$506.0 萬0.6%歷史
ETNEaton Corp plcStock33,269$504.9 萬0.6%歷史
TGTTarget CorpStock23,369$495.9 萬0.6%歷史
MCDMcDonalds CorpStock19,981$494.1 萬0.6%歷史
SPGSimon Property Group Inc.REIT23,773$312.8 萬0.4%歷史
AXPAmerican Express CoStock16,441$307.4 萬0.4%歷史
CSXCSX CorpStock81,020$303.4 萬0.4%歷史
LYVLive Nation Entertainment, Inc.COM25,267$297.2 萬0.4%歷史
AAAlcoa CorpStock32,640$293.9 萬0.3%歷史
ELEstee Lauder Companies IncCL A10,340$281.6 萬0.3%歷史
NKENIKE, Inc.Stock20,869$280.8 萬0.3%歷史
XPOXPO, Inc.COM37,692$274.4 萬0.3%歷史
VACMarriott Vacations Worldwide CorpCOM16,786$264.7 萬0.3%歷史
BRK.ABerkshire Hathaway IncCL A5$264.5 萬0.3%歷史
SBUXStarbucks CorpStock28,015$254.9 萬0.3%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS34,295$249.4 萬0.3%歷史
LHXL3HARRIS Technologies, Inc.Stock9,794$243.4 萬0.3%歷史
ODFLOld Dominion Freight Line, Inc.COM7,727$230.8 萬0.3%歷史
ALLYAlly Financial Inc.Stock49,880$216.9 萬0.3%歷史
CZRCaesars Entertainment, Inc.COM27,547$213.1 萬0.3%歷史
RUNSunrun Inc.COM67,768$205.8 萬0.2%歷史
NXPINXP Semiconductors N.V.COM11,106$205.5 萬0.2%歷史
ZTSZoetis Inc.Stock10,874$205.1 萬0.2%歷史
IIPRInnovative Industrial Properties IncCOM9,459$194.3 萬0.2%歷史
HUBSHubSpot IncCOM3,989$189.5 萬0.2%歷史
DACDanaos CorpSHS18,003$184.7 萬0.2%歷史
RDUSRadius Recycling, Inc.CL A30,310$157.4 萬0.2%歷史
DYDycom Industries IncCOM15,553$148.2 萬0.2%歷史
WEXWEX Inc.COM8,167$145.7 萬0.2%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF5,700$135.6 萬0.2%–
VRNTVerint Systems IncCOM25,861$133.7 萬0.2%歷史
TRIPTripAdvisor, Inc.COM46,864$127.1 萬0.2%歷史
LYFTLyft, Inc.CL A COM28,568$109.7 萬0.1%歷史
Fidelity Cal Ltd TRM T/F BD316061852FIXED97,405$100.3 萬0.1%–
CRMSalesforce, Inc.Stock3,366$71.5 萬0.1%歷史
LOWLowes Companies IncStock3,094$62.6 萬0.1%歷史
BLKBlackRock, Inc.COM800$61.1 萬0.1%歷史
iShares MSCI Eafe ETF464287465ETF8,194$60.3 萬0.1%–
HONHoneywell International IncCOM3,067$59.7 萬0.1%歷史
XYZBlock, Inc.CL A4,257$57.7 萬0.1%歷史
Goldman Sachs Dynamic Municipal Income Fund38142V746FIXED36,319$57.1 萬0.1%–
CNICanadian National Railway CoStock4,070$54.6 萬0.1%歷史
BABAAlibaba Group Holding LtdADR5,020$54.6 萬0.1%歷史
CARRCarrier Global CorpStock10,825$49.7 萬0.1%歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF4,746$49.6 萬0.1%–
iShares Tr464287515EXPANDED TECH1,401$48.3 萬0.1%–
iShares Tr464289529INDIA 50 ETF10,385$47.9 萬0.1%–
VanEck Semiconductor ETF92189F676ETF1,772$47.8 萬0.1%–
iShares Tr464287739U.S. REAL ES ETF4,414$47.8 萬0.1%–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN6,108$47.8 萬0.1%–
iShares S&P 500 Growth ETF464287309ETF6,173$47.1 萬0.1%–
MAMastercard IncStock1,279$45.7 萬0.1%歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF6,463$44.5 萬0.1%–
Goldman Sachs ETF Tr381430545HEDGE IND ETF4,655$42.9 萬0.1%–
RIVNRivian Automotive, Inc.Stock7,500$37.7 萬<0.1%歷史
ESEAEuroseas Ltd.SHS12,000$34.8 萬<0.1%歷史
EGLEEagle Bulk Shipping Inc.COM5,000$34.1 萬<0.1%歷史
QUADQuad/Graphics, Inc.FIXED–$33.5 萬<0.1%歷史
iShares Tr464288497DEVSMCP EXNA ETF5,048$30.8 萬<0.1%–
JBLJabil IncFIXED–$30.8 萬<0.1%歷史
CFLTConfluent, Inc.CLASS A COM7,500$30.7 萬<0.1%歷史
AVTAvnet IncFIXED–$29.0 萬<0.1%歷史
EXPEExpedia Group, Inc.FIXED–$28.2 萬<0.1%歷史
Blackstone Mtg Tr Inc09257WAB6NOTE 4.375% 5/0–$27.5 萬<0.1%–
Coach Inc189754AB0Convertible/–$25.1 萬<0.1%–
FSKFS KKR Capital CorpFIXED–$22.5 萬<0.1%歷史
iShares Tr464288869MICRO-CAP ETF1,703$21.9 萬<0.1%–
PHParker-Hannifin CorpStock720$20.4 萬<0.1%歷史
HCA Inc404119BN8FIXED–$20.2 萬<0.1%–
PDDPDD Holdings Inc.SPONSORED ADS5,000$20.1 萬<0.1%歷史
FATFat Brands, IncCOM15,000$11.2 萬<0.1%歷史