LM Advisors LLC
- SEC CIK
- 0002011314
- 最新申報
- 2026/8/12
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位。
- 持股檔數
- 735
- 2023 年第 3 季沒有申報
- 總值
- $4.97 億
- 2023 年第 3 季沒有申報
LM Advisors LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 290,282 | $4,411 萬 | 8.9% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 649,367 | $3,338 萬 | 6.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 71,887 | $3,140 萬 | 6.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 60,104 | $2,857 萬 | 5.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 106,871 | $2,058 萬 | 4.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 145,793 | $2,055 萬 | 4.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 93,349 | $1,591 萬 | 3.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 36,909 | $1,407 萬 | 2.8% | – | – | 歷史 |
| PGNYProgyny, Inc. | COM | 33,777 | $1,384 萬 | 2.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 34,796 | $915.6 萬 | 1.8% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 36,518 | $915.5 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,203 | $858.8 萬 | 1.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 56,033 | $782.7 萬 | 1.6% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $596.9 萬 | 1.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,732 | $576.4 萬 | 1.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,240 | $539.4 萬 | 1.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 14,213 | $535.6 萬 | 1.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,491 | $516.8 萬 | 1.0% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 90,673 | $489.4 萬 | 1.0% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 55,266 | $488.3 萬 | 1.0% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 62,050 | $477.9 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 135,334 | $475.5 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 206,304 | $427.9 萬 | 0.9% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 28,562 | $389.5 萬 | 0.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 91,557 | $376.3 萬 | 0.8% | – | – | – |
| NADNuveen Quality Municipal Income Fund | COM | 321,323 | $367.9 萬 | 0.7% | – | – | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 327,853 | $363.6 萬 | 0.7% | – | – | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 2,973 | $356.3 萬 | 0.7% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 94,355 | $355.7 萬 | 0.7% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 49,191 | $346.1 萬 | 0.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 66,887 | $338.3 萬 | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 21,302 | $336.1 萬 | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,368 | $312.9 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,125 | $300.9 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,997 | $297.0 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 11,341 | $295.3 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,983 | $285.8 萬 | 0.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 66,020 | $281.7 萬 | 0.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 59,060 | $250.5 萬 | 0.5% | – | – | – |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 146,239 | $244.4 萬 | 0.5% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 35,241 | $239.0 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 26,617 | $237.7 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,948 | $237.3 萬 | 0.5% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 21,149 | $232.9 萬 | 0.5% | – | – | – |
| MSMorgan Stanley | Stock | 24,081 | $224.6 萬 | 0.5% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 35,305 | $223.6 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 8,863 | $220.2 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 15,029 | $217.4 萬 | 0.4% | – | – | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 8,606 | $213.4 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 61,194 | $211.0 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 22,851 | $206.3 萬 | 0.4% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 52,798 | $206.1 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,671 | $192.6 萬 | 0.4% | – | – | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 14,533 | $187.8 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 55,006 | $185.2 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 87,926 | $183.6 萬 | 0.4% | – | – | – |
| BYMBlackRock Municipal Income Quality Trust | COM | 161,959 | $181.6 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 17,201 | $181.4 萬 | 0.4% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 11,869 | $173.6 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 10,757 | $169.6 萬 | 0.3% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 167,854 | $167.0 萬 | 0.3% | – | – | 歷史 |
| Controladora Vuela Comp de A02124E109 | SPON ADR RP 10 | 108,590 | $159.1 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 9,641 | $151.1 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,859 | $150.5 萬 | 0.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,648 | $140.7 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,436 | $129.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 9,479 | $128.8 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 2,624 | $127.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,485 | $120.3 萬 | 0.2% | – | – | – |
| First Tr High Income Long33767E206 | COM | 95,978 | $116.0 萬 | 0.2% | – | – | – |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 154,602 | $113.3 萬 | 0.2% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 11,052 | $109.9 萬 | 0.2% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 4,322 | $109.6 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 5,833 | $109.3 萬 | 0.2% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 28,895 | $108.6 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 10,860 | $108.6 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 17,943 | $105.7 萬 | 0.2% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 13,084 | $101.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 17,266 | $100.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,460 | $95.9 萬 | 0.2% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 14,242 | $91.3 萬 | 0.2% | – | – | – |
| Invesco Exchng Trad SLF Inde46139W502 | INVT GRD DEFSV | 35,942 | $87.3 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,481 | $85.7 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,963 | $85.6 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,445 | $84.7 萬 | 0.2% | – | – | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 30,082 | $83.1 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,546 | $83.1 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 3,169 | $82.6 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 6,129 | $80.2 萬 | 0.2% | – | – | 歷史 |
| CCitigroup Inc | Stock | 15,082 | $77.6 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 43,181 | $74.1 萬 | 0.1% | – | – | 歷史 |
| PAXSPIMCO Access Income Fund | SHS BENFIN INT | 51,485 | $73.6 萬 | 0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,896 | $72.0 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,683 | $71.8 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,391 | $70.6 萬 | 0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,725 | $69.6 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,320 | $68.8 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,150 | $68.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 7,913 | $68.6 萬 | 0.1% | – | – | – |
| EWEdwards Lifesciences Corp | COM | 4,800 | $68.4 萬 | 0.1% | – | – | 歷史 |