L & S Advisors Inc
- SEC CIK
- 0001392364
- 最新申報
- 2026/8/12
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 332
- 較 2023 年第 4 季 +18
- 總值
- $8.85 億
- 較 2023 年第 4 季 +$6,395 萬 (+7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 134,680 | $2,309 萬 | 2.6% | +15,401+12.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 48,299 | $2,032 萬 | 2.3% | −13,156−21.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 92,251 | $1,664 萬 | 1.9% | −31,143−25.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 17,900 | $1,617 萬 | 1.8% | −14,673−45.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 32,177 | $1,562 萬 | 1.8% | −22,006−40.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,783 | $1,558 萬 | 1.8% | +40+0.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 18,182 | $1,414 萬 | 1.6% | −2,631−12.6% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 34,838 | $1,386 萬 | 1.6% | +47+0.1% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 37,614 | $1,206 萬 | 1.4% | −7,498−16.6% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 58,781 | $1,165 萬 | 1.3% | +43,903+295.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 179,924 | $1,138 萬 | 1.3% | +179,924 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 26,440 | $1,104 萬 | 1.2% | −3,894−12.8% | 減碼 | 歷史 |
| US Treasur NT912828WJ5 | tn | – | $1,061 萬 | 1.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 90,303 | $1,050 萬 | 1.2% | +75,099+493.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 81,916 | $1,002 萬 | 1.1% | +61,700+305.2% | 加碼 | 歷史 |
| JPMorgan Chase Financial48133DM72 | FIXED | – | $994.4 萬 | 1.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 85,161 | $967.9 萬 | 1.1% | +67,091+371.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 30,452 | $952.2 萬 | 1.1% | −12,846−29.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 69,587 | $946.7 萬 | 1.1% | +42,787+159.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 9,585 | $931.2 萬 | 1.1% | +2,945+44.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 14,001 | $910.1 萬 | 1.0% | −1,338−8.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 59,829 | $903.0 萬 | 1.0% | −40,955−40.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 24,409 | $894.4 萬 | 1.0% | +24,409 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 41,695 | $876.8 萬 | 1.0% | +20,683+98.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 22,845 | $876.3 萬 | 1.0% | +14,559+175.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 229,648 | $870.8 萬 | 1.0% | +218,193+1,904.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 67,746 | $862.3 萬 | 1.0% | +67,746 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 66,186 | $849.8 萬 | 1.0% | +648+1.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 63,343 | $835.8 萬 | 0.9% | +46,577+277.8% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 26,864 | $806.5 萬 | 0.9% | −887−3.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 28,305 | $789.9 萬 | 0.9% | −1,324−4.5% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 94,900 | $760.8 萬 | 0.9% | +67,490+246.2% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 169,438 | $713.5 萬 | 0.8% | +160,553+1,807.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 11,261 | $683.9 萬 | 0.8% | −5,482−32.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 16,799 | $670.4 萬 | 0.8% | +8,166+94.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,151 | $670.4 萬 | 0.8% | −192−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,726 | $668.6 萬 | 0.8% | −28−0.1% | 減碼 | – |
| GEGeneral Electric Co | Stock | 37,800 | $663.5 萬 | 0.8% | −8,261−17.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 109,962 | $661.6 萬 | 0.7% | −23,364−17.5% | 減碼依 3 比 1 拆股換算 | 歷史 |
| PWRQuanta Services, Inc. | COM | 25,387 | $659.6 萬 | 0.7% | +11,990+89.5% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 65,297 | $654.4 萬 | 0.7% | +65,297 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 39,989 | $653.2 萬 | 0.7% | +39,989 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 9,015 | $650.1 萬 | 0.7% | +9,015 | 新進 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 60,185 | $641.1 萬 | 0.7% | +60,185 | 新進 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 256,137 | $634.2 萬 | 0.7% | +256,137 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 27,527 | $633.5 萬 | 0.7% | +27,527 | 新進 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 227,127 | $633.2 萬 | 0.7% | +227,127 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 162,363 | $632.9 萬 | 0.7% | +16,508+11.3% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 10,223 | $627.6 萬 | 0.7% | +10,223 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 91,392 | $625.9 萬 | 0.7% | +91,392 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 32,661 | $623.7 萬 | 0.7% | +32,661 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 96,700 | $622.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 8,143 | $620.8 萬 | 0.7% | −2,270−21.8% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 29,067 | $620.0 萬 | 0.7% | +13,988+92.8% | 加碼 | 歷史 |
| NUENucor Corp | COM | 31,230 | $618.0 萬 | 0.7% | +31,230 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 48,990 | $615.4 萬 | 0.7% | +48,990 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 24,622 | $605.5 萬 | 0.7% | +1,700+7.4% | 加碼 | 歷史 |
| US Treasury 4.375 10/31/2491282CFQ9 | Treasury bill/note | – | $602.8 萬 | 0.7% | – | – | – |
| PHParker-Hannifin Corp | Stock | 10,554 | $586.6 萬 | 0.7% | −11,319−51.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,503 | $557.3 萬 | 0.6% | −11,132−37.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 95,401 | $552.0 萬 | 0.6% | +26,777+39.0% | 加碼 | – |
| United States Treasury Notes Note91282CGG0 | NOTE | – | $550.1 萬 | 0.6% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 18,155 | $515.8 萬 | 0.6% | −26,331−59.2% | 減碼 | 歷史 |
| US Treasury912828G38 | FIXED | – | $494.4 萬 | 0.6% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 50,346 | $450.6 萬 | 0.5% | −319−0.6% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 13,331 | $423.3 萬 | 0.5% | +13,331 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,092 | $409.8 萬 | 0.5% | −10,499−77.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 18,407 | $392.4 萬 | 0.4% | +1,637+9.8% | 加碼 | 歷史 |
| United STS Treas NTS91282CGD7 | Fixed Income | – | $381.0 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 20,118 | $366.3 萬 | 0.4% | −85−0.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,997 | $360.5 萬 | 0.4% | −46,352−72.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 30,276 | $356.9 萬 | 0.4% | +30,276 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 29,905 | $341.2 萬 | 0.4% | +29,905 | 新進 | 歷史 |
| OCOwens Corning | Stock | 20,445 | $341.0 萬 | 0.4% | +20,445 | 新進 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 107,477 | $339.7 萬 | 0.4% | +553+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 20,929 | $339.6 萬 | 0.4% | −70−0.3% | 減碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 80,202 | $331.1 萬 | 0.4% | +80,202 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 20,948 | $330.4 萬 | 0.4% | +18,149+648.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,962 | $330.3 萬 | 0.4% | −5,561−58.4% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 58,316 | $319.6 萬 | 0.4% | +58,316 | 新進 | 歷史 |
| LINLinde PLC | Stock | 6,805 | $316.0 萬 | 0.4% | −4,651−40.6% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 22,701 | $315.6 萬 | 0.4% | −27,243−54.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 15,082 | $309.6 萬 | 0.3% | +15,082 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 12,464 | $308.8 萬 | 0.3% | +12,464 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 39,430 | $308.2 萬 | 0.3% | +39,430 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 33,858 | $307.8 萬 | 0.3% | +33,858 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 10,799 | $307.0 萬 | 0.3% | −8,133−43.0% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,348 | $303.7 萬 | 0.3% | −606−12.2% | 減碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 32,738 | $295.9 萬 | 0.3% | +32,738 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 8,512 | $295.6 萬 | 0.3% | −739−8.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,573 | $291.3 萬 | 0.3% | +1,800+12.2% | 加碼 | 歷史 |
| US Treasury Bill 05/09/24912797HQ3 | Treasury bill/note | – | $287.5 萬 | 0.3% | – | 新進 | – |
| AXPAmerican Express Co | Stock | 12,576 | $286.3 萬 | 0.3% | +12,576 | 新進 | 歷史 |
| SHAKShake Shack Inc. | CL A | 27,468 | $285.7 萬 | 0.3% | +27,468 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 15,348 | $283.7 萬 | 0.3% | −4,734−23.6% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 16,730 | $275.3 萬 | 0.3% | −40,017−70.5% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 40,043 | $274.0 萬 | 0.3% | −6,716−14.4% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 9,335 | $270.5 萬 | 0.3% | −720−7.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 7,415 | $265.4 萬 | 0.3% | −1,089−12.8% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 5,295 | $258.8 萬 | 0.3% | +5,295 | 新進 | 歷史 |
2023 年第 4 季之後清倉（57 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 15,099 | $772.0 萬 | 0.9% | 歷史 |
| APOApollo Global Management, Inc. | COM | 77,288 | $720.2 萬 | 0.9% | 歷史 |
| US Treasury Bill 01/18/24912797GD3 | Treasury bill/note | – | $710.9 萬 | 0.9% | – |
| RLRalph Lauren Corp | CL A | 48,834 | $704.2 萬 | 0.9% | 歷史 |
| KTBKontoor Brands, Inc. | Stock | 105,983 | $661.5 萬 | 0.8% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 12,684 | $621.5 萬 | 0.8% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 58,194 | $570.9 萬 | 0.7% | 歷史 |
| MSMorgan Stanley | Stock | 61,056 | $569.3 萬 | 0.7% | 歷史 |
| MCDMcDonalds Corp | Stock | 18,940 | $561.6 萬 | 0.7% | 歷史 |
| NEENextera Energy Inc | Stock | 91,734 | $557.2 萬 | 0.7% | 歷史 |
| CMICummins Inc | Stock | 23,028 | $551.7 萬 | 0.7% | 歷史 |
| ROPRoper Technologies Inc | Stock | 9,859 | $537.5 萬 | 0.7% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 336,821 | $534.2 萬 | 0.7% | 歷史 |
| DTEDte Energy Co | COM | 48,287 | $532.4 萬 | 0.6% | 歷史 |
| PINSPinterest, Inc. | CL A | 102,938 | $381.3 萬 | 0.5% | 歷史 |
| UBERUber Technologies, Inc | Stock | 59,487 | $366.3 萬 | 0.4% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 21,553 | $307.4 萬 | 0.4% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 19,777 | $300.2 萬 | 0.4% | 歷史 |
| US Treasury912797JE8 | FIXED | – | $287.0 萬 | 0.3% | – |
| WDAYWorkday, Inc. | CL A | 9,545 | $263.5 萬 | 0.3% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 9,621 | $263.4 萬 | 0.3% | 歷史 |
| CNXCConcentrix Corp | Stock | 25,920 | $254.6 萬 | 0.3% | 歷史 |
| US Treasury BILL24U S T Bill Due 020624912797JC2 | TREASURY BILLS | – | $252.3 萬 | 0.3% | – |
| HXLHexcel Corp | COM | 33,741 | $248.8 萬 | 0.3% | 歷史 |
| MTHMeritage Homes CORP | COM | 14,081 | $245.3 萬 | 0.3% | 歷史 |
| Air Liquide ADR009126202 | ADR | 58,767 | $228.9 萬 | 0.3% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 10,689 | $225.1 萬 | 0.3% | 歷史 |
| United States Treas NTS 2.750 02/15/24 B/E DTD 02/15/14912828B66 | NOTE | – | $199.1 萬 | 0.2% | – |
| Talos Production Inc87485LAC8 | FIXED | – | $139.9 萬 | 0.2% | – |
| US Treasury912797FW2 | FIXED | – | $138.7 萬 | 0.2% | – |
| CRSCarpenter Technology Corp | COM | 18,184 | $128.7 萬 | 0.2% | 歷史 |
| ZGZillow Group, Inc. | CL A | 22,477 | $127.5 萬 | 0.2% | 歷史 |
| Delek Log Part/Finance24665FAB8 | FIXED | – | $115.7 萬 | 0.1% | – |
| Vanguard Ca Int922021308 | COM | 94,344 | $108.3 萬 | 0.1% | – |
| ARMArm Holdings PLC | ADR | 12,653 | $95.1 萬 | 0.1% | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 31,866 | $74.8 萬 | 0.1% | 歷史 |
| US Treasury Wi912828V80 | COM | – | $68.2 萬 | 0.1% | – |
| Mfa Finl Inc55272XAA0 | NOTE 6.250% 6/1 | – | $46.5 萬 | 0.1% | – |
| US Treasury91282CDR9 | COM | – | $45.6 萬 | 0.1% | – |
| JDJD.com, Inc. | SPON ADS CL A | 15,000 | $43.3 萬 | 0.1% | 歷史 |
| US Treasury912797JF5 | FIXED | – | $39.8 萬 | <0.1% | – |
| United States Treasury Notes Note91282CDV0 | NOTE | – | $37.6 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 6,732 | $35.9 萬 | <0.1% | – |
| US Treasury BILL24U S T Bill Due 03/21/24912797LL9 | TREASURY BILLS | – | $35.1 萬 | <0.1% | – |
| broadcom corp/broadcom cayman11134LAF6 | CORPORATE BOND | – | $34.0 萬 | <0.1% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,704 | $30.5 萬 | <0.1% | – |
| United States Treasury Notes Note91282CBM2 | NOTE | – | $29.8 萬 | <0.1% | – |
| Netflix Inc64110LAG1 | Corporate Bond - Domestic | – | $29.0 萬 | <0.1% | – |
| Mercer Intl Inc588056AW1 | Corporate Bond | – | $28.2 萬 | <0.1% | – |
| US Treasury 2.500 01/31/249128285Z9 | Treasury bill/note | – | $26.9 萬 | <0.1% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 10,358 | $25.6 萬 | <0.1% | – |
| Fox Corp Note M/W CLBL35137LAG0 | NOTE M/W CLBL | – | $25.0 萬 | <0.1% | – |
| Goldman Sachs Group Inc38150ANP6 | FIXED | – | $25.0 萬 | <0.1% | – |
| CBRLCracker Barrel Old Country Store, Inc | COM | 3,000 | $23.1 萬 | <0.1% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 2,486 | $21.3 萬 | <0.1% | – |
| US Treasury912797JH1 | FIXED | – | $20.1 萬 | <0.1% | – |
| United States Treasury Notes Note9128285U0 | NOTE | – | $20.0 萬 | <0.1% | – |