LM Advisors LLC
- SEC CIK
- 0002011314
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 184
- 較 2025 年第 1 季 −31
- 總值
- $7.77 億
- 較 2025 年第 1 季 +$2.22 億 (+39.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 235,082 | $1.17 億 | 15.1% | +194,650+481.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 215,251 | $6,838 萬 | 8.8% | +204,002+1,813.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 303,101 | $6,219 萬 | 8.0% | +200,843+196.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 268,139 | $5,883 萬 | 7.6% | +19,456+7.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 80,256 | $4,559 萬 | 5.9% | +754+0.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 62,634 | $3,870 萬 | 5.0% | −417−0.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 627,898 | $3,628 萬 | 4.7% | −4,587−0.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 143,084 | $2,538 萬 | 3.3% | +7,705+5.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 97,238 | $1,990 萬 | 2.6% | +449+0.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 31,251 | $1,724 萬 | 2.2% | −2,497−7.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 15,613 | $1,152 萬 | 1.5% | +1,762+12.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 34,918 | $1,061 萬 | 1.4% | +26+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 56,312 | $1,023 萬 | 1.3% | −3,924−6.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 48,738 | $858.9 萬 | 1.1% | −7,165−12.8% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 33,059 | $821.0 萬 | 1.1% | −120.0% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 10 | $728.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,866 | $722.1 萬 | 0.9% | +145+1.0% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 14,690 | $647.3 萬 | 0.8% | +99+0.7% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 74,684 | $587.8 萬 | 0.8% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 34,364 | $542.9 萬 | 0.7% | −10,760−23.8% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 39,258 | $535.2 萬 | 0.7% | +10,876+38.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 207,948 | $507.4 萬 | 0.7% | +12,668+6.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 18,107 | $493.7 萬 | 0.6% | +522+3.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,752 | $470.4 萬 | 0.6% | −68−1.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 88,619 | $464.5 萬 | 0.6% | −229−0.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 43,865 | $428.9 萬 | 0.6% | +5,284+13.7% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 67,778 | $424.6 萬 | 0.5% | −3,184−4.5% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 69,469 | $417.0 萬 | 0.5% | 00.0% | 不變 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 3,442 | $404.1 萬 | 0.5% | −25−0.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,031 | $392.2 萬 | 0.5% | −847−14.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 94,380 | $387.7 萬 | 0.5% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 13,052 | $378.4 萬 | 0.5% | +3,101+31.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 40,976 | $364.9 萬 | 0.5% | −1,838−4.3% | 減碼 | – |
| ORCLOracle Corp | Stock | 16,429 | $359.2 萬 | 0.5% | −68−0.4% | 減碼 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 320,013 | $357.5 萬 | 0.5% | −17,900−5.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 56,142 | $350.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 308,249 | $348.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 69,876 | $345.6 萬 | 0.4% | −1,100−1.5% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 24,675 | $332.6 萬 | 0.4% | −1,992−7.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 11,964 | $329.8 萬 | 0.4% | −6,733−36.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,194 | $303.9 萬 | 0.4% | −38−0.2% | 減碼 | – |
| OBDCBlue Owl Capital Corp | COM | 206,607 | $296.3 萬 | 0.4% | +86,446+71.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,199 | $291.1 萬 | 0.4% | +751+10.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,036 | $285.6 萬 | 0.4% | +58+1.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 55,624 | $264.5 萬 | 0.3% | −2,398−4.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 61,615 | $246.3 萬 | 0.3% | −190−0.3% | 減碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 134,600 | $245.1 萬 | 0.3% | −5,027−3.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,556 | $238.4 萬 | 0.3% | +1,154+4.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 44,186 | $237.1 萬 | 0.3% | +38,668+700.8% | 加碼 | – |
| BACBank of America Corp | Stock | 49,887 | $236.1 萬 | 0.3% | −1,538−3.0% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 28,244 | $230.6 萬 | 0.3% | −500−1.7% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 30,317 | $227.3 萬 | 0.3% | +179+0.6% | 加碼 | – |
| MAMastercard Inc | Stock | 3,943 | $221.6 萬 | 0.3% | −657−14.3% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 23,346 | $195.5 萬 | 0.3% | +4,315+22.7% | 加碼 | – |
| ESSEssex Property Trust, Inc. | COM | 6,868 | $194.6 萬 | 0.3% | −59−0.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,692 | $186.2 萬 | 0.2% | −784−6.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 33,933 | $177.7 萬 | 0.2% | −1,200−3.4% | 減碼 | – |
| BYMBlackRock Municipal Income Quality Trust | COM | 164,844 | $174.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,587 | $171.6 萬 | 0.2% | 00.0% | 不變 | – |
| SBACSba Communications Corp | CL A | 7,304 | $171.5 萬 | 0.2% | +1,913+35.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,736 | $169.9 萬 | 0.2% | −30−1.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,260 | $168.7 萬 | 0.2% | +728+136.8% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 19,701 | $167.7 萬 | 0.2% | +1,967+11.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,161 | $163.2 萬 | 0.2% | +174+1.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,844 | $161.1 萬 | 0.2% | −1,670−37.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 59,743 | $152.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 13,572 | $149.9 萬 | 0.2% | 00.0% | 不變 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 40,568 | $149.3 萬 | 0.2% | +1,013+2.6% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,998 | $141.9 萬 | 0.2% | +1,680+20.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,522 | $130.2 萬 | 0.2% | −5,454−39.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,401 | $121.9 萬 | 0.2% | −11,547−42.8% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,138 | $119.4 萬 | 0.2% | +278+32.3% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,899 | $118.2 萬 | 0.2% | +1,784+29.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 31,290 | $117.7 萬 | 0.2% | 00.0% | 不變 | – |
| Altrius Global Dividend ETF02072L656 | ALTRIUS GBL DIV | 31,527 | $112.4 萬 | 0.1% | +5,508+21.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,676 | $112.1 萬 | 0.1% | +277+8.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,342 | $109.7 萬 | 0.1% | −1,872−6.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15,628 | $108.5 萬 | 0.1% | +1,910+13.9% | 加碼 | 歷史 |
| MSDLMorgan Stanley Direct Lending Fund | COM SHS | 56,842 | $106.4 萬 | 0.1% | −15,915−21.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,561 | $103.8 萬 | 0.1% | −261−9.2% | 減碼 | 歷史 |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 49,857 | $103.5 萬 | 0.1% | −8,509−14.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,870 | $102.5 萬 | 0.1% | −5,699−66.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,255 | $101.5 萬 | 0.1% | +238+7.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 34,471 | $100.6 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 13,111 | $99.1 萬 | 0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,937 | $98.7 萬 | 0.1% | +496+34.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,294 | $97.4 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 27,514 | $97.1 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 2,504 | $91.8 萬 | 0.1% | −2,213−46.9% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,655 | $89.7 萬 | 0.1% | +1,135+8.4% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 16,003 | $89.2 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 8,184 | $88.2 萬 | 0.1% | −75−0.9% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,104 | $86.0 萬 | 0.1% | +365+6.4% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 14,864 | $85.6 萬 | 0.1% | +2,983+25.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 12,041 | $85.2 萬 | 0.1% | −67−0.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 6,000 | $85.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 6,569 | $83.1 萬 | 0.1% | −210−3.1% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,778 | $82.4 萬 | 0.1% | +221+14.2% | 加碼 | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 40,725 | $81.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 4,015 | $75.7 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（46 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 |
|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | 13,533 | $151.6 萬 | 0.3% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,219 | $135.1 萬 | 0.2% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,827 | $123.8 萬 | 0.2% | 歷史 |
| DRIDarden Restaurants Inc | COM | 5,223 | $108.5 萬 | 0.2% | 歷史 |
| FLEXFlex Ltd. | Stock | 30,430 | $100.7 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 4,159 | $97.0 萬 | 0.2% | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 4,878 | $96.0 萬 | 0.2% | 歷史 |
| PEPPepsiCo Inc | Stock | 6,296 | $94.4 萬 | 0.2% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,972 | $90.8 萬 | 0.2% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,836 | $88.9 萬 | 0.2% | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,942 | $88.8 萬 | 0.2% | 歷史 |
| EMREmerson Electric Co | Stock | 8,079 | $88.6 萬 | 0.2% | 歷史 |
| CMECME Group Inc. | COM | 3,196 | $84.8 萬 | 0.2% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,402 | $84.4 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 2,686 | $83.7 萬 | 0.2% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 181 | $83.2 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,424 | $77.8 萬 | 0.1% | 歷史 |
| PCARPaccar Inc | COM | 7,762 | $75.6 萬 | 0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 11,874 | $75.3 萬 | 0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 7,906 | $74.1 萬 | 0.1% | 歷史 |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 48,997 | $73.0 萬 | 0.1% | 歷史 |
| OCOwens Corning | Stock | 5,085 | $72.6 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 6,596 | $72.5 萬 | 0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 2,750 | $69.9 萬 | 0.1% | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 2,531 | $66.7 萬 | 0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 5,610 | $65.6 萬 | 0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 14,661 | $64.4 萬 | 0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 13,010 | $64.2 萬 | 0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 2,733 | $63.8 萬 | 0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 2,154 | $54.6 萬 | 0.1% | 歷史 |
| ALLAllstate Corp | Stock | 2,489 | $51.5 萬 | 0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 3,070 | $47.3 萬 | 0.1% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,035 | $47.2 萬 | 0.1% | – |
| ABBVAbbVie Inc. | Stock | 2,170 | $45.5 萬 | 0.1% | 歷史 |
| BF.BBrown Forman Corp | Stock | 13,384 | $45.4 萬 | 0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 23,149 | $43.9 萬 | 0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,240 | $42.6 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 1,163 | $38.4 萬 | 0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 3,818 | $36.7 萬 | 0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,900 | $30.0 萬 | 0.1% | – |
| DGDollar General Corp | COM | 2,600 | $22.9 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,090 | $22.5 萬 | <0.1% | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,355 | $21.7 萬 | <0.1% | 歷史 |
| HTGCHercules Capital, Inc. | COM | 10,900 | $20.9 萬 | <0.1% | 歷史 |
| DLYDoubleLine Yield Opportunities Fund | COM | 12,517 | $20.2 萬 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,000 | $20.0 萬 | <0.1% | – |