L & S Advisors Inc
- SEC CIK
- 0001392364
- 最新申報
- 2026/8/12
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/10 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 302
- 較 2022 年第 4 季 +61
- 總值
- $7.14 億
- 較 2022 年第 4 季 +$1.74 億 (+32.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 85,235 | $2,835 萬 | 4.0% | +48,340+131.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 128,749 | $2,123 萬 | 3.0% | −8,527−6.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 87,831 | $1,609 萬 | 2.3% | +86,562+6,821.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 51,009 | $1,471 萬 | 2.1% | −6,308−11.0% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 615,274 | $1,361 萬 | 1.9% | +615,274 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 26,185 | $1,167 萬 | 1.6% | −1,590−5.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 28,343 | $1,160 萬 | 1.6% | +752+2.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 107,252 | $1,113 萬 | 1.6% | +51,501+92.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 105,810 | $1,093 萬 | 1.5% | +57,284+118.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 53,100 | $1,061 萬 | 1.5% | +35,241+197.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 122,191 | $1,012 萬 | 1.4% | +116,361+1,995.9% | 加碼 | – |
| US Treasur NT912828WJ5 | tn | – | $977.7 萬 | 1.4% | – | – | – |
| JPMorgan Chase Financial48133DM72 | FIXED | – | $969.4 萬 | 1.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 27,813 | $955.2 萬 | 1.3% | −8,371−23.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40,506 | $858.5 萬 | 1.2% | +22,936+130.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 30,591 | $849.7 萬 | 1.2% | +22,936+299.6% | 加碼 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 124,010 | $832.5 萬 | 1.2% | +21,510+21.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 55,846 | $830.4 萬 | 1.2% | −1,868−3.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 51,260 | $816.9 萬 | 1.1% | +30,416+145.9% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 72,075 | $806.6 萬 | 1.1% | +72,075 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,219 | $783.9 萬 | 1.1% | +6,637+118.9% | 加碼 | 歷史 |
| US Treasury91282CCK5 | FIXED | – | $754.3 萬 | 1.1% | – | – | – |
| ETNEaton Corp plc | Stock | 43,895 | $752.1 萬 | 1.1% | +13,465+44.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 11,005 | $749.2 萬 | 1.0% | +11,005 | 新進 | 歷史 |
| US Treasury91282CAP6 | FIXED | – | $745.6 萬 | 1.0% | – | – | – |
| PEPPepsiCo Inc | Stock | 37,175 | $677.7 萬 | 0.9% | +7,819+26.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 63,205 | $672.4 萬 | 0.9% | −54,358−46.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 29,484 | $664.8 萬 | 0.9% | +29,484 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 23,033 | $661.5 萬 | 0.9% | −3,737−14.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 33,027 | $659.8 萬 | 0.9% | +33,027 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 23,442 | $655.5 萬 | 0.9% | +23,442 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 93,842 | $654.3 萬 | 0.9% | +17,383+22.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 86,489 | $650.0 萬 | 0.9% | +86,489 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 13,305 | $618.3 萬 | 0.9% | +10,534+380.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 60,587 | $593.8 萬 | 0.8% | +60,587 | 新進 | 歷史 |
| DEDeere & Co | Stock | 13,468 | $556.1 萬 | 0.8% | −9,571−41.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 89,148 | $553.0 萬 | 0.8% | +77,845+688.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 26,165 | $534.0 萬 | 0.7% | −151−0.6% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 13,788 | $531.3 萬 | 0.7% | +13,788 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 23,142 | $528.8 萬 | 0.7% | +23,142 | 新進 | 歷史 |
| United States Treasury Notes Note912828WE6 | NOTE | – | $525.6 萬 | 0.7% | – | – | – |
| TJXTJX Companies Inc | Stock | 64,537 | $505.7 萬 | 0.7% | −2,478−3.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 40,478 | $505.0 萬 | 0.7% | −24,991−38.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 30,661 | $500.3 萬 | 0.7% | +30,661 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 9,394 | $498.0 萬 | 0.7% | +5,672+152.4% | 加碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 29,419 | $494.4 萬 | 0.7% | +29,419 | 新進 | 歷史 |
| Goldman Sachs Group Inc38150ANN1 | FIXED | – | $494.0 萬 | 0.7% | – | – | – |
| KRKroger Co | Stock | 99,455 | $491.0 萬 | 0.7% | +99,455 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 33,265 | $490.5 萬 | 0.7% | −2,148−6.1% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 43,419 | $486.2 萬 | 0.7% | +43,419 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 21,294 | $486.0 萬 | 0.7% | +21,294 | 新進 | 歷史 |
| US Treasury912828G38 | FIXED | – | $484.2 萬 | 0.7% | – | – | – |
| TSLATesla, Inc. | Stock | 23,205 | $481.4 萬 | 0.7% | +8,781+60.9% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 214,143 | $477.8 萬 | 0.7% | +214,143 | 新進 | – |
| BXBlackstone Inc. | COM | 54,042 | $474.7 萬 | 0.7% | +54,042 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 23,210 | $450.7 萬 | 0.6% | −9,316−28.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,831 | $373.1 萬 | 0.5% | +1,447+104.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 14,176 | $362.2 萬 | 0.5% | −504−3.4% | 減碼 | 歷史 |
| United States Treas NTS 2.750 02/15/24 B/E DTD 02/15/14912828B66 | NOTE | – | $357.2 萬 | 0.5% | – | 新進 | – |
| ULTAUlta Beauty, Inc. | Stock | 6,437 | $351.2 萬 | 0.5% | +6,437 | 新進 | 歷史 |
| IRIngersoll Rand Inc. | COM | 59,315 | $345.1 萬 | 0.5% | +59,315 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 22,406 | $340.4 萬 | 0.5% | +22,406 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 29,365 | $336.6 萬 | 0.5% | +4,827+19.7% | 加碼 | 歷史 |
| MROMarathon Oil Corp | COM | 138,053 | $330.8 萬 | 0.5% | +138,053 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 32,536 | $329.9 萬 | 0.5% | +32,536 | 新進 | 歷史 |
| ALBAlbemarle Corp | Stock | 14,633 | $323.4 萬 | 0.5% | +2,297+18.6% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 83,165 | $321.4 萬 | 0.5% | +83,165 | 新進 | – |
| YUMYum Brands Inc | Stock | 24,332 | $321.4 萬 | 0.4% | +24,332 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 13,662 | $321.1 萬 | 0.4% | +13,662 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 23,634 | $318.7 萬 | 0.4% | +23,634 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 14,647 | $318.6 萬 | 0.4% | −1,329−8.3% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 100,451 | $317.8 萬 | 0.4% | +100,451 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 31,754 | $315.0 萬 | 0.4% | +4,440+16.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,614 | $281.7 萬 | 0.4% | +4,075+23.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,906 | $279.1 萬 | 0.4% | −10,455−63.9% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,557 | $275.2 萬 | 0.4% | +7,557 | 新進 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 37,671 | $267.0 萬 | 0.4% | +37,671 | 新進 | – |
| PWRQuanta Services, Inc. | COM | 16,013 | $266.8 萬 | 0.4% | −285−1.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 50,256 | $262.7 萬 | 0.4% | −643−1.3% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 28,834 | $262.4 萬 | 0.4% | −29,079−50.2% | 減碼 | 歷史 |
| Siemens A G Sponsored ADR826197501 | COM | 31,729 | $256.8 萬 | 0.4% | +1,987+6.7% | 加碼 | – |
| SYKStryker Corp | Stock | 8,934 | $255.0 萬 | 0.4% | −979−9.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 25,304 | $253.4 萬 | 0.4% | +2,607+11.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 26,102 | $249.5 萬 | 0.3% | +26,102 | 新進 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 38,800 | $246.0 萬 | 0.3% | +38,800 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,253 | $243.6 萬 | 0.3% | +98+1.2% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 13,005 | $242.5 萬 | 0.3% | +13,005 | 新進 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 35,337 | $241.5 萬 | 0.3% | +4,557+14.8% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 9,750 | $240.3 萬 | 0.3% | −255−2.5% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 16,732 | $239.4 萬 | 0.3% | +16,732 | 新進 | 歷史 |
| AIRAar Corp | Stock | 43,800 | $238.9 萬 | 0.3% | +43,800 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 12,952 | $238.3 萬 | 0.3% | −20,588−61.4% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 5,924 | $236.5 萬 | 0.3% | +18+0.3% | 加碼 | 歷史 |
| KEYKeycorp | COM | 188,855 | $236.4 萬 | 0.3% | +188,855 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 6,914 | $232.4 萬 | 0.3% | +6,914 | 新進 | 歷史 |
| HRIHerc Holdings Inc | COM | 20,345 | $231.7 萬 | 0.3% | +1,731+9.3% | 加碼 | 歷史 |
| Citigroup Global Markets17330Y4T4 | FIXED | – | $228.0 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 6,198 | $225.2 萬 | 0.3% | +435+7.5% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 16,662 | $225.2 萬 | 0.3% | −22,293−57.2% | 減碼 | 歷史 |
| HXLHexcel Corp | COM | 32,990 | $225.2 萬 | 0.3% | +32,990 | 新進 | 歷史 |
2022 年第 4 季之後清倉（51 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NOCNorthrop Grumman Corp | Stock | 18,241 | $995.2 萬 | 1.8% | 歷史 |
| MCKMcKesson Corp | Stock | 24,951 | $936.0 萬 | 1.7% | 歷史 |
| PRUPrudential Financial Inc | Stock | 69,428 | $690.5 萬 | 1.3% | 歷史 |
| HONHoneywell International Inc | COM | 24,819 | $531.9 萬 | 1.0% | 歷史 |
| EMREmerson Electric Co | Stock | 54,623 | $524.7 萬 | 1.0% | 歷史 |
| AMGNAmgen Inc | Stock | 18,632 | $489.4 萬 | 0.9% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 20,911 | $484.6 萬 | 0.9% | 歷史 |
| SRESempra | Stock | 31,173 | $481.7 萬 | 0.9% | 歷史 |
| US Treasury91282CBG5 | FIXED | – | $344.9 萬 | 0.6% | – |
| DUKDuke Energy CORP | Stock | 27,744 | $285.7 萬 | 0.5% | 歷史 |
| SLBSLB Limited | Stock | 50,206 | $268.4 萬 | 0.5% | 歷史 |
| RTXRTX Corp | Stock | 25,789 | $260.3 萬 | 0.5% | 歷史 |
| NEENextera Energy Inc | Stock | 29,718 | $248.4 萬 | 0.5% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 63,587 | $237.6 萬 | 0.4% | 歷史 |
| DGDollar General Corp | COM | 9,442 | $232.5 萬 | 0.4% | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,819 | $229.2 萬 | 0.4% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,415 | $220.3 萬 | 0.4% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,639 | $212.9 萬 | 0.4% | 歷史 |
| EQTEQT Corp | Stock | 56,776 | $192.1 萬 | 0.4% | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 20,872 | $189.8 萬 | 0.4% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 94,638 | $171.1 萬 | 0.3% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 51,891 | $170.7 萬 | 0.3% | 歷史 |
| GSLGlobal Ship Lease, Inc. | COM CL A | 99,895 | $166.3 萬 | 0.3% | 歷史 |
| DVNDevon Energy Corp | Stock | 26,365 | $162.2 萬 | 0.3% | 歷史 |
| US Treasury91282CBU4 | FIXED | – | $153.6 萬 | 0.3% | – |
| BILLBILL Holdings, Inc. | Stock | 11,893 | $129.6 萬 | 0.2% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 16,658 | $122.4 萬 | 0.2% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 3,658 | $120.8 萬 | 0.2% | 歷史 |
| SIVBSVB Financial Group | COM | 4,827 | $111.1 萬 | 0.2% | 歷史 |
| Laredo Petroleum516806AF3 | FIXED | – | $109.3 萬 | 0.2% | – |
| AMRCAmeresco, Inc. | CL A | 18,716 | $106.9 萬 | 0.2% | 歷史 |
| PBFXPBF Logistics LP | FIXED | – | $105.4 萬 | 0.2% | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 34,950 | $103.5 萬 | 0.2% | 歷史 |
| Ezcorp Inc302301AE6 | CONVERTIBLE BOND | – | $99.6 萬 | 0.2% | – |
| CARRCarrier Global Corp | Stock | 23,044 | $95.1 萬 | 0.2% | 歷史 |
| WINGWingstop Inc. | COM | 6,771 | $93.2 萬 | 0.2% | 歷史 |
| Lynas Rare Earths Ltd Spon ADR551073307 | COM | 173,005 | $91.0 萬 | 0.2% | – |
| TALOTalos Energy Inc. | COM | 46,899 | $88.5 萬 | 0.2% | 歷史 |
| Dish DBS Corp25470XAY1 | Corporate Bond - Domestic | – | $81.2 萬 | 0.2% | – |
| Intercept Pharmaceuticals IN45845PAA6 | NOTE 3.250% 7/0 | – | $77.8 萬 | 0.1% | – |
| SWAVShockwave Medical, Inc. | COM | 2,822 | $58.0 萬 | 0.1% | 歷史 |
| Invacare Corp461203AJ0 | CONVERTIBLE BOND | – | $56.5 萬 | 0.1% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,308 | $51.5 萬 | 0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,458 | $46.0 萬 | 0.1% | – |
| AMTXAemetis, Inc | COM NEW | 110,750 | $43.9 萬 | 0.1% | 歷史 |
| Teva Pharmaceuticals Ne88167AAN1 | FIXED | – | $40.7 萬 | 0.1% | – |
| Direxion Shs ETF Tr25460G500 | OIL GAS BL 2X SH | 2,000 | $29.1 萬 | 0.1% | – |
| iShares Tr464288851 | US OIL GS EX ETF | 2,675 | $24.8 萬 | <0.1% | – |
| EQIXEquinix Inc | FIXED | – | $23.8 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 2,934 | $21.4 萬 | <0.1% | – |
| Energy Transfer LP29278NAL7 | FIXED | – | $20.9 萬 | <0.1% | – |