L & S Advisors Inc
- SEC CIK
- 0001392364
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 339
- 較 2025 年第 1 季 −13
- 總值
- $10.1 億
- 較 2025 年第 1 季 +$2.00 億 (+24.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 56,656 | $3,500 萬 | 3.5% | +27,177+92.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 169,370 | $2,676 萬 | 2.6% | +8,292+5.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 120,848 | $2,479 萬 | 2.5% | +10,560+9.6% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 99,199 | $2,368 萬 | 2.3% | +99,199 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 47,230 | $2,349 萬 | 2.3% | +7,023+17.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 42,229 | $2,330 萬 | 2.3% | +40,547+2,410.6% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 211,041 | $2,311 萬 | 2.3% | +208,302+7,605.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 30,359 | $2,241 萬 | 2.2% | +4,643+18.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 92,933 | $2,039 萬 | 2.0% | +19,758+27.0% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 410,860 | $1,709 萬 | 1.7% | −218,265−34.7% | 減碼 | – |
| US Treasury912797QB6 | BIL | – | $1,598 萬 | 1.6% | – | 新進 | – |
| AVGOBroadcom Inc. | Stock | 57,172 | $1,576 萬 | 1.6% | +7,703+15.6% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 31,011 | $1,366 萬 | 1.4% | −1,117−3.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 46,609 | $1,351 萬 | 1.3% | +11,624+33.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 65,168 | $1,334 萬 | 1.3% | −847−1.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 17,101 | $1,333 萬 | 1.3% | +1,026+6.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 18,398 | $1,302 萬 | 1.3% | +5,520+42.9% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 64,885 | $1,131 萬 | 1.1% | +46,766+258.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 31,202 | $1,114 萬 | 1.1% | +6,642+27.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 50,614 | $1,107 萬 | 1.1% | +32,017+172.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 121,766 | $1,036 萬 | 1.0% | +58,658+92.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 57,708 | $1,017 萬 | 1.0% | +1,628+2.9% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 51,846 | $1,005 萬 | 1.0% | −2,320−4.3% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 36,323 | $1,001 萬 | 1.0% | +22,268+158.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,451 | $997.8 萬 | 1.0% | +2,979+66.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 8,345 | $857.9 萬 | 0.8% | +6,163+282.4% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 19,371 | $847.3 萬 | 0.8% | +10,395+115.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 36,729 | $831.9 萬 | 0.8% | +10,951+42.5% | 加碼 | 歷史 |
| STTState Street Corp | COM | 77,766 | $827.0 萬 | 0.8% | +29,329+60.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 131,558 | $826.3 萬 | 0.8% | −2,803−2.1% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 24,740 | $821.8 萬 | 0.8% | +24,740 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 170,522 | $806.9 萬 | 0.8% | +159,731+1,480.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 22,250 | $790.0 萬 | 0.8% | +21,377+2,448.7% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 73,688 | $778.3 萬 | 0.8% | +50,483+217.6% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 72,090 | $774.3 萬 | 0.8% | +8,525+13.4% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 84,936 | $773.9 萬 | 0.8% | +33,696+65.8% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 52,025 | $750.9 萬 | 0.7% | +52,025 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 149,919 | $732.5 萬 | 0.7% | −4,164−2.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,695 | $720.2 萬 | 0.7% | −596−2.5% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 24,244 | $714.7 萬 | 0.7% | +6,710+38.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,176 | $710.4 萬 | 0.7% | +1,388+24.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 22,112 | $705.3 萬 | 0.7% | +11,424+106.9% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 191,959 | $700.3 萬 | 0.7% | +191,959 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 27,036 | $678.2 萬 | 0.7% | +27,036 | 新進 | 歷史 |
| MMM3M Co | Stock | 44,112 | $671.6 萬 | 0.7% | +15,180+52.5% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 8,869 | $668.2 萬 | 0.7% | +8,869 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 36,352 | $666.1 萬 | 0.7% | +12,999+55.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 12,414 | $656.9 萬 | 0.7% | +5,920+91.2% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 127,215 | $648.7 萬 | 0.6% | −143,876−53.1% | 減碼 | – |
| AGCOAGCO Corp | COM | 62,520 | $645.0 萬 | 0.6% | +62,520 | 新進 | 歷史 |
| CMICummins Inc | Stock | 19,505 | $638.8 萬 | 0.6% | +19,505 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 43,439 | $634.3 萬 | 0.6% | +43,439 | 新進 | 歷史 |
| DEDeere & Co | Stock | 12,382 | $629.6 萬 | 0.6% | +12,382 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,199 | $621.3 萬 | 0.6% | +1,876+18.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 62,884 | $614.9 萬 | 0.6% | +11,986+23.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 18,337 | $591.8 萬 | 0.6% | +1,549+9.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 8,187 | $571.9 萬 | 0.6% | −3,463−29.7% | 減碼 | 歷史 |
| US Treasury9128285N6 | FIXED | – | $530.3 萬 | 0.5% | – | – | – |
| VRTVertiv Holdings Co | COM CL A | 40,805 | $524.0 萬 | 0.5% | +26,154+178.5% | 加碼 | 歷史 |
| US Treasury9128286F2 | FIXED | – | $520.4 萬 | 0.5% | – | – | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 359,281 | $492.9 萬 | 0.5% | +359,281 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 14,797 | $470.0 萬 | 0.5% | +45+0.3% | 加碼 | 歷史 |
| Fidelity Municipal Money Market316048107 | Mutual Fund | 4,611,078 | $461.1 萬 | 0.5% | +24,000+0.5% | 加碼 | – |
| US Treasu NT 4.125 06/26UST Note Due 06/15/2691282CHH7 | COM | – | $443.3 萬 | 0.4% | – | 新進 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 43,673 | $440.3 萬 | 0.4% | +3,780+9.5% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 7,977 | $433.5 萬 | 0.4% | −8,198−50.7% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 26,825 | $430.8 萬 | 0.4% | −7,864−22.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 5,444 | $428.8 萬 | 0.4% | −993−15.4% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 28,897 | $416.3 萬 | 0.4% | +1,080+3.9% | 加碼 | 歷史 |
| BYDDFBYD Co Ltd | ADR | 43,597 | $408.9 萬 | 0.4% | +37,844+657.8% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 54,382 | $403.7 萬 | 0.4% | +54,382 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 137,051 | $402.9 萬 | 0.4% | −5,292−3.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 138,445 | $400.7 萬 | 0.4% | −4,921−3.4% | 減碼 | 歷史 |
| Siemens Energy AG82621A104 | FOREIGN STOCK | 34,409 | $398.7 萬 | 0.4% | −988−2.8% | 減碼 | – |
| Rolls-Royce Holdings PLC775781206 | ADR | 288,058 | $385.4 萬 | 0.4% | +40,691+16.4% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 106,992 | $380.5 萬 | 0.4% | +10,604+11.0% | 加碼 | – |
| HWMHowmet Aerospace Inc. | Stock | 20,364 | $379.0 萬 | 0.4% | −5,773−22.1% | 減碼 | 歷史 |
| WDCWestern Digital Corp | COM | 57,678 | $369.1 萬 | 0.4% | +57,678 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 4,115 | $368.6 萬 | 0.4% | −18−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 22,913 | $365.0 萬 | 0.4% | −16−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,251 | $338.8 萬 | 0.3% | −35,344−65.9% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 57,270 | $334.0 萬 | 0.3% | −62,102−52.0% | 減碼 | 歷史 |
| Safran Spon ADR786584102 | ADR | 40,366 | $329.7 萬 | 0.3% | +5,447+15.6% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 13,396 | $326.2 萬 | 0.3% | −10,489−43.9% | 減碼 | 歷史 |
| Airbus SE009279100 | COM | 62,089 | $325.1 萬 | 0.3% | +9,162+17.3% | 加碼 | – |
| WMWaste Management Inc | Stock | 14,144 | $323.6 萬 | 0.3% | −471−3.2% | 減碼 | 歷史 |
| Iip Operation Partner44988FAD2 | FIXED | – | $319.4 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 8,029 | $311.7 萬 | 0.3% | −4,444−35.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 44,122 | $306.1 萬 | 0.3% | −112,621−71.9% | 減碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 89,305 | $300.4 萬 | 0.3% | −4,316−4.6% | 減碼 | 歷史 |
| US Treasury BILL25U S T Bill Due 07/24/25912797PF8 | COM | – | $299.2 萬 | 0.3% | – | 新進 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 39,579 | $294.5 萬 | 0.3% | +39,579 | 新進 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 5,266 | $289.1 萬 | 0.3% | +5,266 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,706 | $282.5 萬 | 0.3% | −174−2.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 9,743 | $282.3 萬 | 0.3% | +2,912+42.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 7,096 | $280.7 萬 | 0.3% | −330−4.4% | 減碼 | 歷史 |
| LBLandBridge Co LLC | CL A | 41,485 | $280.4 萬 | 0.3% | −4,223−9.2% | 減碼 | 歷史 |
| United States Treasury Notes Note91282CGL9 | NOTE | – | $269.3 萬 | 0.3% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 8,463 | $263.6 萬 | 0.3% | +8,463 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,430 | $263.2 萬 | 0.3% | +8+0.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（70 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 133,341 | $1,246 萬 | 1.5% | – |
| NOCNorthrop Grumman Corp | Stock | 19,788 | $1,013 萬 | 1.2% | 歷史 |
| EXEExpand Energy Corp | COM | 67,369 | $750.0 萬 | 0.9% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 65,246 | $731.1 萬 | 0.9% | 歷史 |
| NEENextera Energy Inc | Stock | 100,755 | $714.3 萬 | 0.9% | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 248,514 | $710.3 萬 | 0.9% | 歷史 |
| ROPRoper Technologies Inc | Stock | 11,704 | $690.0 萬 | 0.9% | 歷史 |
| CVSCVS Health Corp | Stock | 100,912 | $683.7 萬 | 0.8% | 歷史 |
| ALLAllstate Corp | Stock | 32,548 | $674.0 萬 | 0.8% | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,522 | $497.1 萬 | 0.6% | 歷史 |
| DUKDuke Energy CORP | Stock | 33,842 | $412.8 萬 | 0.5% | 歷史 |
| SOSouthern Co | Stock | 44,341 | $407.7 萬 | 0.5% | 歷史 |
| OKEONEOK Inc | COM | 40,775 | $404.6 萬 | 0.5% | 歷史 |
| VZVerizon Communications Inc | Stock | 84,113 | $381.5 萬 | 0.5% | 歷史 |
| WELLWelltower Inc. | REIT | 23,026 | $352.8 萬 | 0.4% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,497 | $340.3 萬 | 0.4% | 歷史 |
| ORealty Income Corp | REIT | 51,953 | $301.4 萬 | 0.4% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 13,638 | $292.7 萬 | 0.4% | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 29,824 | $291.7 萬 | 0.4% | 歷史 |
| ARAntero Resources Corp | COM | 69,924 | $282.8 萬 | 0.3% | 歷史 |
| ZTSZoetis Inc. | Stock | 16,168 | $266.2 萬 | 0.3% | 歷史 |
| United States Treasury Note91282CEQ0 | Fixed Income | – | $249.5 萬 | 0.3% | – |
| APDAir Products & Chemicals, Inc. | Stock | 8,248 | $243.3 萬 | 0.3% | 歷史 |
| US Treasury 4.250 05/31/2591282CHD6 | Treasury bill/note | – | $231.3 萬 | 0.3% | – |
| LRCXLam Research Corp | Stock | 31,704 | $230.5 萬 | 0.3% | 歷史 |
| LIILennox International Inc | COM | 3,673 | $206.0 萬 | 0.3% | 歷史 |
| DELLDell Technologies Inc. | Stock | 19,091 | $174.0 萬 | 0.2% | 歷史 |
| US Treasury BILL25U S T Bill Due 06/12/25912797LN5 | BIL | – | $158.3 萬 | 0.2% | – |
| Treasury Bill912797NV5 | BIL | – | $150.1 萬 | 0.2% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,831 | $140.9 萬 | 0.2% | 歷史 |
| APOApollo Global Management, Inc. | COM | 9,712 | $133.0 萬 | 0.2% | 歷史 |
| Jefferies Fin Group47233WEQ8 | FIXED | – | $122.3 萬 | 0.2% | – |
| SFLSFL Corp Ltd. | FIXED | – | $66.9 萬 | 0.1% | 歷史 |
| US Treasury912797NM5 | BIL | – | $66.7 萬 | 0.1% | – |
| United States Treasury Notes Note91282CEU1 | NOTE | – | $59.8 萬 | 0.1% | – |
| HOPEHope Bancorp Inc | COM | 55,332 | $57.9 萬 | 0.1% | 歷史 |
| US Treasury BILL25U S T Bill Due 06/05/25912797NP8 | BIL | – | $54.6 萬 | 0.1% | – |
| PVHPVH Corp. | FIXED | – | $51.9 萬 | 0.1% | 歷史 |
| Discovery Communications25470DAL3 | FIXED | – | $42.5 萬 | 0.1% | – |
| US Treasury9128284R8 | Bond | – | $40.4 萬 | <0.1% | – |
| Constellation En Gen LLC30161MAS2 | FIXED | – | $39.4 萬 | <0.1% | – |
| Renaissancere Finance75972YAA9 | FIXED | – | $37.5 萬 | <0.1% | – |
| WarnerMedia Holdings, Inc.55903VBA0 | FIXED | – | $36.6 萬 | <0.1% | – |
| Banc of California NA05990KAC0 | Fixed Income | – | $36.4 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 1,668 | $35.3 萬 | <0.1% | 歷史 |
| Wolfspeed, Inc.977852AD4 | NOTE 1.875%12/0 | – | $34.9 萬 | <0.1% | – |
| ARWArrow Electronics, Inc. | FIXED | – | $32.5 萬 | <0.1% | 歷史 |
| XYLXylem Inc. | FIXED | – | $31.9 萬 | <0.1% | 歷史 |
| VRSNVerisign Inc | FIXED | – | $31.5 萬 | <0.1% | 歷史 |
| Global Partners LP37954FAG9 | Corporate Bond - Domestic | – | $30.7 萬 | <0.1% | – |
| FLEXFlex Ltd. | FIXED | – | $30.0 萬 | <0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,977 | $28.9 萬 | <0.1% | – |
| DCP Midstream Operating PL23311VAG2 | Corporate Bond | – | $28.3 萬 | <0.1% | – |
| MPCMarathon Petroleum Corp | FIXED | – | $27.5 萬 | <0.1% | 歷史 |
| T-Mobile USA Inc87264ABB0 | FIXED | – | $27.5 萬 | <0.1% | – |
| Host Hotels & Resort44107TAV8 | FIXED | – | $27.5 萬 | <0.1% | – |
| Western Midstream Opert958254AE4 | FIXED | – | $27.4 萬 | <0.1% | – |
| Owl Rock Capital Corp Sr69121KAC8 | COM | – | $25.9 萬 | <0.1% | – |
| US Treasury91282CEH0 | FIXED | – | $25.6 萬 | <0.1% | – |
| Motorola Solution620076AH2 | Convertible/ | – | $25.1 萬 | <0.1% | – |
| JBS USA Hold46590XAS5 | FIXED | – | $25.0 萬 | <0.1% | – |
| Bank of America Corp06051GFP9 | cb | – | $25.0 萬 | <0.1% | – |
| ENLINK MIDSTREAM PARTNERS LP SR NT 4.15percent 2529336UAE7 | Corporate Bond | – | $24.9 萬 | <0.1% | – |
| Prospect Capital Corp74348TAU6 | FIXED | – | $24.4 萬 | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 3,836 | $23.4 萬 | <0.1% | 歷史 |
| NDAQNasdaq, Inc. | FIXED | – | $22.0 萬 | <0.1% | 歷史 |
| FFWMFirst Foundation Inc. | COM | 42,230 | $21.9 萬 | <0.1% | 歷史 |
| Amer Airln 13-1 A Pass T023772AB2 | FIXED | – | $21.2 萬 | <0.1% | – |
| Union Carbide Corp905581AR5 | FIXED | – | $20.1 萬 | <0.1% | – |
| Cliffwater Corporate Len186854204 | BOND FUNDS | 10,558 | $11.5 萬 | <0.1% | – |