L & S Advisors Inc
- SEC CIK
- 0001392364
- 最新申報
- 2026/8/12
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 343
- 較 2025 年第 2 季 +4
- 總值
- $10.4 億
- 較 2025 年第 2 季 +$3,019 萬 (+3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 130,865 | $4,652 萬 | 4.5% | +129,451+9,155.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 126,456 | $3,220 萬 | 3.1% | +5,608+4.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 150,128 | $2,801 萬 | 2.7% | −19,242−11.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 105,333 | $2,561 萬 | 2.5% | +47,625+82.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 46,053 | $2,385 萬 | 2.3% | −1,177−2.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 28,369 | $2,083 萬 | 2.0% | −1,990−6.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 94,234 | $2,069 萬 | 2.0% | +1,301+1.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 28,654 | $1,909 萬 | 1.8% | −28,002−49.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 56,981 | $1,880 萬 | 1.8% | −191−0.3% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 423,726 | $1,762 萬 | 1.7% | +12,866+3.1% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 31,093 | $1,442 萬 | 1.4% | +82+0.3% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 73,343 | $1,437 萬 | 1.4% | +21,497+41.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 45,240 | $1,427 萬 | 1.4% | −1,369−2.9% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 59,569 | $1,406 萬 | 1.4% | +7,544+14.5% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 116,345 | $1,397 萬 | 1.3% | +58,667+101.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 37,313 | $1,396 萬 | 1.3% | +6,111+19.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 17,112 | $1,363 萬 | 1.3% | −1,286−7.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 65,447 | $1,333 萬 | 1.3% | +279+0.4% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 72,103 | $1,247 萬 | 1.2% | +7,218+11.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 43,871 | $1,234 萬 | 1.2% | −6,743−13.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 72,116 | $1,232 萬 | 1.2% | +58,791+441.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 232,636 | $1,200 萬 | 1.2% | +62,114+36.4% | 加碼 | 歷史 |
| STTState Street Corp | COM | 101,378 | $1,176 萬 | 1.1% | +23,612+30.4% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 106,103 | $1,156 萬 | 1.1% | +21,167+24.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 112,866 | $1,146 萬 | 1.1% | −8,900−7.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 39,798 | $1,112 萬 | 1.1% | +3,069+8.4% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 24,592 | $1,039 萬 | 1.0% | +5,087+26.1% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 72,944 | $1,034 萬 | 1.0% | +72,944 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 93,261 | $1,025 萬 | 1.0% | +19,573+26.6% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 66,493 | $1,003 萬 | 1.0% | +25,688+63.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 42,857 | $992.3 萬 | 1.0% | +24,606+134.8% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 54,149 | $906.0 萬 | 0.9% | +54,149 | 新進 | 歷史 |
| MMM3M Co | Stock | 58,316 | $904.9 萬 | 0.9% | +14,204+32.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,483 | $897.2 萬 | 0.9% | +32+0.4% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 91,029 | $888.7 萬 | 0.9% | +18,939+26.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,538 | $880.3 萬 | 0.8% | −5,563−32.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 24,508 | $856.6 萬 | 0.8% | −232−0.9% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 13,921 | $856.0 萬 | 0.8% | +1,507+12.1% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 8,816 | $841.6 萬 | 0.8% | −53−0.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 129,900 | $822.9 萬 | 0.8% | −1,658−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,681 | $777.1 萬 | 0.7% | −14−0.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 40,854 | $757.5 萬 | 0.7% | +32,086+365.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 51,744 | $747.9 萬 | 0.7% | +51,744 | 新進 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 10,966 | $691.2 萬 | 0.7% | +5,700+108.2% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 80,539 | $681.1 萬 | 0.7% | −27,500−25.5% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 130,706 | $667.5 萬 | 0.6% | +3,491+2.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 62,789 | $647.1 萬 | 0.6% | −95−0.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 22,906 | $646.3 萬 | 0.6% | −1,338−5.5% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 18,839 | $619.9 萬 | 0.6% | +502+2.7% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 73,674 | $617.8 萬 | 0.6% | +19,292+35.5% | 加碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 376,880 | $603.4 萬 | 0.6% | +17,599+4.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,661 | $594.0 萬 | 0.6% | +6,955+90.3% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 30,461 | $544.4 萬 | 0.5% | +30,461 | 新進 | 歷史 |
| US Treasury9128285N6 | FIXED | – | $532.4 萬 | 0.5% | – | – | – |
| US Treasury9128286F2 | FIXED | – | $523.1 萬 | 0.5% | – | – | – |
| WFCWells Fargo & Company | Stock | 60,611 | $508.0 萬 | 0.5% | +60,611 | 新進 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 45,712 | $496.9 萬 | 0.5% | +2,039+4.7% | 加碼 | – |
| BWXTBWX Technologies, Inc. | COM | 26,794 | $494.0 萬 | 0.5% | −2,103−7.3% | 減碼 | 歷史 |
| Rolls-Royce Holdings PLC775781206 | ADR | 281,166 | $455.5 萬 | 0.4% | −6,892−2.4% | 減碼 | – |
| KLACKLA Corp | COM NEW | 4,135 | $446.1 萬 | 0.4% | +20+0.5% | 加碼 | 歷史 |
| US Treasu NT 4.125 06/26UST Note Due 06/15/2691282CHH7 | COM | – | $443.8 萬 | 0.4% | – | – | – |
| NRGNRG Energy, Inc. | Stock | 26,825 | $434.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 114,002 | $430.6 萬 | 0.4% | +7,010+6.6% | 加碼 | – |
| Siemens Energy AG82621A104 | FOREIGN STOCK | 33,783 | $397.1 萬 | 0.4% | −626−1.8% | 減碼 | – |
| HWMHowmet Aerospace Inc. | Stock | 20,047 | $393.4 萬 | 0.4% | −317−1.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 137,353 | $388.8 萬 | 0.4% | +302+0.2% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 63,851 | $388.2 萬 | 0.4% | +63,851 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 33,104 | $379.1 萬 | 0.4% | +33,104 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 5,541 | $378.4 萬 | 0.4% | +97+1.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 30,455 | $376.9 萬 | 0.4% | +30,455 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 26,540 | $375.4 萬 | 0.4% | +26,540 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,334 | $372.7 萬 | 0.4% | +357+4.5% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 13,728 | $370.9 萬 | 0.4% | −22,595−62.2% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 59,231 | $362.3 萬 | 0.3% | +59,231 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 32,238 | $361.7 萬 | 0.3% | +32,238 | 新進 | 歷史 |
| Airbus SE009279100 | COM | 61,519 | $358.2 萬 | 0.3% | −570−0.9% | 減碼 | – |
| Safran Spon ADR786584102 | ADR | 40,266 | $355.6 萬 | 0.3% | −100−0.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 22,904 | $351.9 萬 | 0.3% | −90.0% | 減碼 | 歷史 |
| US Treasury912797QG5 | BIL | – | $349.9 萬 | 0.3% | – | 新進 | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 37,462 | $342.3 萬 | 0.3% | −16,343−30.4% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 13,857 | $341.4 萬 | 0.3% | −770−5.3% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 24,250 | $338.1 萬 | 0.3% | +24,250 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 10,172 | $337.9 萬 | 0.3% | −11,940−54.0% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 15,863 | $337.6 萬 | 0.3% | +15,863 | 新進 | 歷史 |
| Iip Operation Partner44988FAD2 | FIXED | – | $325.3 萬 | 0.3% | – | – | – |
| FCFSFirstCash Holdings, Inc. | COM | 20,186 | $319.8 萬 | 0.3% | +20,186 | 新進 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 44,154 | $317.7 萬 | 0.3% | +39,961+953.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,454 | $316.5 萬 | 0.3% | −5,745−47.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 14,245 | $314.6 萬 | 0.3% | +101+0.7% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 13,329 | $313.2 萬 | 0.3% | −67−0.5% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 54,263 | $295.4 萬 | 0.3% | −3,007−5.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,825 | $290.0 萬 | 0.3% | −4,362−53.3% | 減碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 95,811 | $289.6 萬 | 0.3% | +6,506+7.3% | 加碼 | 歷史 |
| ENVXEnovix Corp | COM | 285,015 | $284.2 萬 | 0.3% | +39,987+16.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 44,665 | $281.0 萬 | 0.3% | +2,136+5.0% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 27,845 | $276.9 萬 | 0.3% | +585+2.1% | 加碼 | – |
| United States Treasury Notes Note91282CGL9 | NOTE | – | $269.8 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,327 | $265.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 34,470 | $259.8 萬 | 0.2% | +2,188+6.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 37,960 | $259.7 萬 | 0.2% | −6,162−14.0% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（47 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287515 | EXPANDED TECH | 211,041 | $2,311 萬 | 2.3% | – |
| US Treasury912797QB6 | BIL | – | $1,598 萬 | 1.6% | – |
| MOSMosaic Co | COM | 191,959 | $700.3 萬 | 0.7% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 27,036 | $678.2 萬 | 0.7% | 歷史 |
| DOVDOVER Corp | COM | 36,352 | $666.1 萬 | 0.7% | 歷史 |
| AGCOAGCO Corp | COM | 62,520 | $645.0 萬 | 0.6% | 歷史 |
| RTXRTX Corp | Stock | 43,439 | $634.3 萬 | 0.6% | 歷史 |
| DEDeere & Co | Stock | 12,382 | $629.6 萬 | 0.6% | 歷史 |
| TAT&T Inc. | Stock | 138,445 | $400.7 萬 | 0.4% | 歷史 |
| CATCaterpillar Inc | Stock | 8,029 | $311.7 萬 | 0.3% | 歷史 |
| US Treasury BILL25U S T Bill Due 07/24/25912797PF8 | COM | – | $299.2 萬 | 0.3% | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 39,579 | $294.5 萬 | 0.3% | 歷史 |
| CBChubb Ltd | Stock | 9,743 | $282.3 萬 | 0.3% | 歷史 |
| SYKStryker Corp | Stock | 7,096 | $280.7 萬 | 0.3% | 歷史 |
| LBLandBridge Co LLC | CL A | 41,485 | $280.4 萬 | 0.3% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 8,463 | $263.6 萬 | 0.3% | 歷史 |
| AEEAmeren Corp | COM | 23,472 | $225.4 萬 | 0.2% | 歷史 |
| Park-Ohio Industries Inc Note M/W CLBL700677AR8 | NOTE M/W CLBL | – | $174.0 萬 | 0.2% | – |
| DTDynatrace, Inc. | Stock | 31,088 | $171.6 萬 | 0.2% | 歷史 |
| US Treasury BILL25U S T Bill Due 07/03/25912797NX1 | COM | – | $159.2 萬 | 0.2% | – |
| SNPSSynopsys Inc | COM | 3,082 | $158.0 萬 | 0.2% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,146 | $140.1 萬 | 0.1% | 歷史 |
| Tiaa FSB Holdings Inc29977GAA0 | FIXED | – | $132.2 萬 | 0.1% | – |
| United States Treasury Note91282CFK2 | Fixed Income | – | $124.9 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 5,128 | $122.2 萬 | 0.1% | 歷史 |
| United States Treas NTS 2.750 08/31/25 B/E DTD 08/31/189128284Z0 | TREASURY NOTE | – | $102.7 萬 | 0.1% | – |
| DINOHF Sinclair Corp | FIXED | – | $59.7 萬 | 0.1% | 歷史 |
| TARGA RES PARTNERS / TARGA RES SR NT 6.5percent 2787612BBL5 | Corporate Bond | – | $54.0 萬 | 0.1% | – |
| ELVElevance Health, Inc. | FIXED | – | $50.0 萬 | <0.1% | 歷史 |
| United STS Treas NTS91282CHN4 | Fixed Income | – | $45.0 萬 | <0.1% | – |
| US Treasur NT 0.250925UST Note Due 09302591282CAM3 | TREASURY | – | $44.5 萬 | <0.1% | – |
| T-Mobile USA, I87264AAT2 | 5BGNFH9 | – | $41.4 萬 | <0.1% | – |
| Bank of America Corp06055JHN2 | FIXED | – | $40.0 萬 | <0.1% | – |
| US Treasury BILL25U S T Bill Due 08/21/25912797PP6 | COM | – | $35.5 萬 | <0.1% | – |
| GLP Cap LP/GLP Fing II Inc361841AH2 | Corporate Bond - Domestic | – | $35.1 萬 | <0.1% | – |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 20,819 | $33.9 萬 | <0.1% | – |
| EIXEdison International | FIXED | – | $32.5 萬 | <0.1% | 歷史 |
| Comerica Bank200339DX4 | FIXED | – | $30.4 萬 | <0.1% | – |
| Block Financial LLC Note M/W CLBL093662AG9 | cb | – | $30.0 萬 | <0.1% | – |
| iShares Tr464288786 | U.S. INSRNCE ETF | 2,045 | $27.5 萬 | <0.1% | – |
| JBS USA Lux S A / Jbsusa Food46599BJG1 | FIXED | – | $25.3 萬 | <0.1% | – |
| Enbridge Energy Partners29250RAW6 | FIXED | – | $25.0 萬 | <0.1% | – |
| Jefferies Grp LLC47233JJX7 | FIXED | – | $25.0 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 639 | $24.7 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 683 | $22.6 萬 | <0.1% | 歷史 |
| Leggett & Platt Inc524660AZ0 | Corporate Bond - Domestic | – | $21.4 萬 | <0.1% | – |
| United States Treasury Notes Note91282CEY3 | NOTE | – | $21.0 萬 | <0.1% | – |