L & S Advisors Inc
- SEC CIK
- 0001392364
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 236
- 較 2026 年第 1 季 +3
- 總值
- $9.67 億
- 較 2026 年第 1 季 +$1.73 億 (+21.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 91,162 | $2,638 萬 | 2.7% | −15,360−14.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 104,102 | $2,083 萬 | 2.2% | −28,063−21.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,568 | $1,909 萬 | 2.0% | −40,064−61.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 50,353 | $1,799 萬 | 1.9% | −17,098−25.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 15,032 | $1,601 萬 | 1.7% | +415+2.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 120,404 | $1,547 萬 | 1.6% | +3,814+3.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,101 | $1,527 萬 | 1.6% | +2,657+21.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 31,300 | $1,495 萬 | 1.5% | −537−1.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 12,439 | $1,492 萬 | 1.5% | −1,738−12.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 102,988 | $1,441 萬 | 1.5% | +28,831+38.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 27,396 | $1,431 萬 | 1.5% | +81+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 57,553 | $1,372 萬 | 1.4% | −12,145−17.4% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 31,320 | $1,357 萬 | 1.4% | −4,469−12.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 52,966 | $1,345 萬 | 1.4% | +3,363+6.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,526 | $1,325 萬 | 1.4% | −973−2.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 30,393 | $1,295 萬 | 1.3% | +318+1.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21,166 | $1,192 萬 | 1.2% | −2,201−9.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 36,341 | $1,190 萬 | 1.2% | +26,158+256.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 31,158 | $1,177 萬 | 1.2% | −14,377−31.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 54,325 | $1,136 萬 | 1.2% | +54,325 | 新進 | 歷史 |
| CMICummins Inc | Stock | 15,881 | $1,133 萬 | 1.2% | −463−2.8% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 78,005 | $1,128 萬 | 1.2% | +9,549+13.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 32,374 | $1,095 萬 | 1.1% | +31,492+3,570.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 41,569 | $1,062 萬 | 1.1% | +41,569 | 新進 | 歷史 |
| RLRalph Lauren Corp | CL A | 26,353 | $1,058 萬 | 1.1% | +26,353 | 新進 | 歷史 |
| STTState Street Corp | COM | 62,158 | $1,054 萬 | 1.1% | −1,318−2.1% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 25,067 | $1,043 萬 | 1.1% | −1,043−4.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 8,817 | $1,036 萬 | 1.1% | −1,280−12.7% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 20,767 | $1,028 萬 | 1.1% | −910−4.2% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 244,547 | $1,010 萬 | 1.0% | +244,547 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 24,250 | $1,008 萬 | 1.0% | +24,250 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 106,485 | $997.3 萬 | 1.0% | +106,485 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 172,839 | $984.8 萬 | 1.0% | +162,499+1,571.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 37,707 | $982.0 萬 | 1.0% | +37,707 | 新進 | 歷史 |
| VVisa Inc. | Stock | 28,419 | $975.0 萬 | 1.0% | +27,372+2,614.3% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 22,507 | $971.1 萬 | 1.0% | +22,507 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 43,268 | $967.7 萬 | 1.0% | +43,268 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 29,083 | $960.1 萬 | 1.0% | +29,083 | 新進 | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 114,880 | $959.0 萬 | 1.0% | +114,880 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 50,033 | $949.3 萬 | 1.0% | +17,136+52.1% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 29,608 | $940.1 萬 | 1.0% | +29,608 | 新進 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 68,975 | $938.0 萬 | 1.0% | +68,975 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 41,074 | $921.2 萬 | 1.0% | +740+1.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 26,969 | $918.9 萬 | 0.9% | +12,859+91.1% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 46,044 | $875.7 萬 | 0.9% | +46,044 | 新進 | – |
| INTCIntel Corp | Stock | 57,743 | $806.3 萬 | 0.8% | +51,040+761.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 70,069 | $793.6 萬 | 0.8% | +875+1.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 48,401 | $783.7 萬 | 0.8% | +1,415+3.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 30,958 | $779.0 萬 | 0.8% | +19,350+166.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 22,333 | $761.6 萬 | 0.8% | −240−1.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 100,778 | $749.2 萬 | 0.8% | −65,775−39.5% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 23,725 | $718.2 萬 | 0.7% | −9,606−28.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,863 | $698.0 萬 | 0.7% | −22−0.1% | 減碼 | – |
| MUMicron Technology Inc | Stock | 5,988 | $691.2 萬 | 0.7% | −7,379−55.2% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 37,108 | $666.4 萬 | 0.7% | +11,174+43.1% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 17,588 | $623.6 萬 | 0.6% | +17,588 | 新進 | 歷史 |
| WDCWestern Digital Corp | COM | 9,502 | $606.9 萬 | 0.6% | −9,501−50.0% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 6,229 | $601.1 萬 | 0.6% | −6,216−49.9% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 39,220 | $594.2 萬 | 0.6% | +1,128+3.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 45,677 | $585.0 萬 | 0.6% | −143−0.3% | 減碼 | – |
| LINLinde PLC | Stock | 10,642 | $552.3 萬 | 0.6% | +10,642 | 新進 | 歷史 |
| VanEck ETF Trust92189H656 | AA BB CLO ETF | 108,283 | $547.0 萬 | 0.6% | −14,379−11.7% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 185,662 | $542.9 萬 | 0.6% | +185,662 | 新進 | – |
| AMGNAmgen Inc | Stock | 14,768 | $534.8 萬 | 0.6% | −42−0.3% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 17,637 | $532.1 萬 | 0.6% | −6,943−28.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,888 | $516.3 萬 | 0.5% | +8,888 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,752 | $515.3 萬 | 0.5% | +2,122+45.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 18,767 | $510.5 萬 | 0.5% | +18,767 | 新進 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 21,576 | $502.9 萬 | 0.5% | +21,576 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 47,408 | $490.4 萬 | 0.5% | +47,408 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 33,524 | $489.8 萬 | 0.5% | +33,524 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 4,296 | $486.7 萬 | 0.5% | +4,296 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 52,974 | $485.7 萬 | 0.5% | +52,974 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 150,504 | $481.2 萬 | 0.5% | +3,794+2.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 114,587 | $478.2 萬 | 0.5% | −330−0.3% | 減碼 | – |
| HSYHershey Co | COM | 27,005 | $473.8 萬 | 0.5% | +27,005 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 34,887 | $472.6 萬 | 0.5% | +818+2.4% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 24,346 | $461.6 萬 | 0.5% | +733+3.1% | 加碼 | 歷史 |
| ANFAbercrombie & Fitch Co | CL A | 48,986 | $440.9 萬 | 0.5% | +48,986 | 新進 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 19,118 | $433.6 萬 | 0.4% | +19,118 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 5,720 | $432.2 萬 | 0.4% | +5,720 | 新進 | 歷史 |
| HONHoneywell International Inc | Stock | 19,219 | $430.3 萬 | 0.4% | +19,219 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 49,471 | $430.1 萬 | 0.4% | −34,914−41.4% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 4,075 | $424.8 萬 | 0.4% | +4,075 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 19,091 | $422.1 萬 | 0.4% | +19,091 | 新進 | 歷史 |
| TRPTC Energy Corp | COM | 61,765 | $409.4 萬 | 0.4% | +779+1.3% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 39,042 | $397.7 萬 | 0.4% | −16,632−29.9% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 12,390 | $388.0 萬 | 0.4% | +24+0.2% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 71,800 | $375.8 萬 | 0.4% | +3,049+4.4% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 40,597 | $374.3 萬 | 0.4% | +1,707+4.4% | 加碼 | – |
| MRVLMarvell Technology, Inc. | COM | 12,454 | $371.0 萬 | 0.4% | +12,454 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 1,500 | $341.1 萬 | 0.4% | −2,214−59.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 22,904 | $335.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 45,630 | $329.8 萬 | 0.3% | −173−0.4% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 34,171 | $323.5 萬 | 0.3% | −30.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 14,888 | $323.4 萬 | 0.3% | −332−2.2% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 27,558 | $322.6 萬 | 0.3% | −349−1.3% | 減碼 | – |
| MRNAModerna, Inc. | Stock | 41,976 | $294.0 萬 | 0.3% | +41,976 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,178 | $287.0 萬 | 0.3% | −210−4.8% | 減碼 | – |
| GHGuardant Health, Inc. | COM | 19,057 | $285.9 萬 | 0.3% | +19,057 | 新進 | 歷史 |
2026 年第 1 季之後清倉（39 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | 75,255 | $1,049 萬 | 1.3% | 歷史 |
| HONHoneywell International Inc | COM | 37,673 | $851.5 萬 | 1.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 12,206 | $832.7 萬 | 1.0% | 歷史 |
| LMTLockheed Martin Corp | Stock | 13,187 | $797.0 萬 | 1.0% | 歷史 |
| VZVerizon Communications Inc | Stock | 158,176 | $794.0 萬 | 1.0% | 歷史 |
| AEEAmeren Corp | COM | 53,169 | $584.4 萬 | 0.7% | 歷史 |
| NTRNutrien Ltd. | COM | 63,893 | $482.1 萬 | 0.6% | 歷史 |
| VTRVentas, Inc. | REIT | 52,256 | $427.3 萬 | 0.5% | 歷史 |
| WELLWelltower Inc. | REIT | 21,547 | $426.0 萬 | 0.5% | 歷史 |
| ORealty Income Corp | REIT | 68,776 | $420.8 萬 | 0.5% | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 94,537 | $414.3 萬 | 0.5% | 歷史 |
| WMWaste Management Inc | Stock | 17,496 | $402.0 萬 | 0.5% | 歷史 |
| CMECME Group Inc. | COM | 9,986 | $294.9 萬 | 0.4% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 200,814 | $288.6 萬 | 0.4% | 歷史 |
| NEENextera Energy Inc | Stock | 28,026 | $260.3 萬 | 0.3% | 歷史 |
| Rolls-Royce Holdings PLC775781206 | ADR | 149,081 | $229.9 萬 | 0.3% | – |
| XOMExxonMobil Holdings Corp | COM | 12,718 | $215.8 萬 | 0.3% | 歷史 |
| BAESYBae Systems PLC | ADR | 16,062 | $187.1 萬 | 0.2% | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 14,242 | $159.4 萬 | 0.2% | 歷史 |
| MELIMercadolibre Inc | COM | 857 | $148.3 萬 | 0.2% | 歷史 |
| SNOWSnowflake Inc. | Stock | 9,178 | $138.4 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 3,013 | $130.3 萬 | 0.2% | 歷史 |
| Fanuc Corporation ADR307305102 | COM | 52,193 | $90.2 萬 | 0.1% | – |
| RIORio Tinto PLC | ADR | 7,637 | $71.2 萬 | 0.1% | 歷史 |
| EMBJEmbraer S.A. | ADR | 11,395 | $67.6 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,054 | $63.4 萬 | 0.1% | 歷史 |
| ENVXEnovix Corp | COM | 121,975 | $63.2 萬 | 0.1% | 歷史 |
| Safran Spon ADR786584102 | ADR | 7,591 | $62.3 萬 | 0.1% | – |
| FCXFreeport-McMoran Inc | Stock | 9,590 | $56.4 萬 | 0.1% | 歷史 |
| Tokyo Electron Ltd889110102 | ADR | 4,475 | $54.7 萬 | 0.1% | – |
| CDECoeur Mining, Inc. | COM NEW | 27,760 | $52.1 萬 | 0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 4,204 | $46.8 萬 | 0.1% | 歷史 |
| Mitsubishi Heavy Ind ADR606793404 | SA | 15,450 | $42.6 萬 | 0.1% | – |
| SMTOYSumitomo Electric Industries Ltd | ADR | 7,580 | $41.8 萬 | 0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,484 | $34.3 萬 | <0.1% | – |
| Ihi Corp-Unsp ADR44962U107 | COM | 16,690 | $33.8 萬 | <0.1% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,609 | $33.0 萬 | <0.1% | – |
| Lynas Rare Earths Ltd Spon ADR551073307 | COM | 23,665 | $31.9 萬 | <0.1% | – |
| Tidal Trust II88636J659 | YIELD UNIVE ETFS | 13,097 | $10.3 萬 | <0.1% | – |