LM Advisors LLC
- SEC CIK
- 0002011314
- 最新申報
- 2026/8/12
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 210
- 較 2025 年第 3 季 +3
- 總值
- $494.4 萬
- 較 2025 年第 3 季 −$6.89 億 (−99.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 7,548 | $10 | <0.1% | +7,538+75,380.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 342 | $281 | <0.1% | +62+22.1% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 720 | $358 | <0.1% | +473+191.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 275 | $421 | <0.1% | −124−31.1% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 444 | $541 | <0.1% | −136−23.4% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 228 | $795 | <0.1% | −565−71.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 437 | $837 | <0.1% | −397−47.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 974 | $910 | <0.1% | +154+18.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 201 | $914 | <0.1% | +201 | 新進 | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 215 | $1,000 | <0.1% | +215 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 259 | $1,008 | <0.1% | −741−74.1% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 220 | $1,073 | <0.1% | −847−79.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,222 | $1,142 | <0.1% | +84+7.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 321 | $1,150 | <0.1% | −829−72.1% | 減碼 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 218 | $1,171 | <0.1% | −953−81.4% | 減碼 | – |
| GEGeneral Electric Co | Stock | 384 | $1,246 | <0.1% | −561−59.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 207 | $1,348 | <0.1% | −1,078−83.9% | 減碼依 5 比 1 拆股換算 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 865 | $1,491 | <0.1% | −1,667−65.8% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 278 | $1,500 | <0.1% | −1,222−81.5% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 341 | $1,504 | <0.1% | +341 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 574 | $1,595 | <0.1% | −825−59.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 498 | $1,628 | <0.1% | −1,124−69.3% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 225 | $1,741 | <0.1% | −1,512−87.0% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $1,888 | <0.1% | −1,607−85.1% | 減碼 | – |
| WYNNWynn Resorts Ltd | COM | 229 | $1,900 | <0.1% | −1,671−87.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 930 | $1,922 | <0.1% | −930−50.0% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 679 | $1,937 | <0.1% | −1,321−66.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 235 | $1,957 | <0.1% | −1,722−88.0% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 597 | $1,981 | <0.1% | −832−58.2% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 601 | $2,030 | <0.1% | −1,868−75.7% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 219 | $2,068 | <0.1% | −1,849−89.4% | 減碼 | – |
| AXPAmerican Express Co | Stock | 767 | $2,074 | <0.1% | −1,301−62.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 289 | $2,078 | <0.1% | −1,711−85.6% | 減碼 | – |
| SBACSba Communications Corp | CL A | 415 | $2,148 | <0.1% | −6,688−94.2% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,016 | $2,168 | <0.1% | −1,169−53.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 319 | $2,224 | <0.1% | −1,884−85.5% | 減碼 | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 210 | $2,256 | <0.1% | +210 | 新進 | – |
| BABoeing Co | Stock | 498 | $2,292 | <0.1% | −2,437−83.0% | 減碼 | 歷史 |
| STTState Street Corp | COM | 301 | $2,333 | <0.1% | −2,029−87.1% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 243 | $2,342 | <0.1% | −2,099−89.6% | 減碼 | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 216 | $2,385 | <0.1% | −2,169−90.9% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 500 | $2,389 | <0.1% | −1,889−79.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 300 | $2,395 | <0.1% | −2,833−90.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 228 | $2,571 | 0.1% | −2,343−91.1% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 352 | $2,594 | 0.1% | −2,310−86.8% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,981 | $2,628 | 0.1% | −606−23.4% | 減碼 | – |
| COPConocoPhillips | Stock | 249 | $2,656 | 0.1% | −2,397−90.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 819 | $2,689 | 0.1% | −376−31.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 865 | $2,715 | 0.1% | −1,935−69.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,874 | $2,736 | 0.1% | −862−31.5% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 407 | $2,774 | 0.1% | −1,792−81.5% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 266 | $2,789 | 0.1% | −2,531−90.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,001 | $2,910 | 0.1% | −1,503−60.0% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 619 | $2,941 | 0.1% | −2,322−79.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,395 | $2,947 | 0.1% | −1,574−53.0% | 減碼 | – |
| SHOPShopify Inc. | Stock | 480 | $2,982 | 0.1% | −3,340−87.4% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 274 | $3,000 | 0.1% | −2,726−90.9% | 減碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 387 | $3,000 | 0.1% | −2,613−87.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 244 | $3,066 | 0.1% | −2,822−92.0% | 減碼 | – |
| APPAppLovin Corp | COM CL A | 2,302 | $3,417 | 0.1% | +2,302 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 214 | $3,425 | 0.1% | −3,211−93.8% | 減碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 4,215 | $3,478 | 0.1% | +757+21.9% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 405 | $3,488 | 0.1% | −3,077−88.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,093 | $3,666 | 0.1% | −1,728−45.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 681 | $3,715 | 0.1% | −2,951−81.3% | 減碼 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 365 | $3,748 | 0.1% | −3,383−90.3% | 減碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 849 | $3,850 | 0.1% | −3,211−79.1% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,340 | $3,864 | 0.1% | −1,544−39.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 381 | $3,898 | 0.1% | −3,213−89.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 500 | $3,914 | 0.1% | −3,406−87.2% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 841 | $3,915 | 0.1% | −3,174−79.1% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 438 | $3,979 | 0.1% | −2,856−86.7% | 減碼 | – |
| TXRHTexas Roadhouse, Inc. | COM | 664 | $4,000 | 0.1% | +664 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 337 | $4,000 | 0.1% | −3,663−91.6% | 減碼 | – |
| FISVFiserv Inc | Stock | 269 | $4,005 | 0.1% | +269 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,525 | $4,010 | 0.1% | −497−12.4% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 348 | $4,100 | 0.1% | −6,252−94.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 425 | $4,256 | 0.1% | −3,281−88.5% | 減碼 | – |
| CVXChevron Corp | Stock | 684 | $4,487 | 0.1% | −3,795−84.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 286 | $4,490 | 0.1% | −4,332−93.8% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 225 | $4,559 | 0.1% | −5,294−95.9% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 325 | $4,684 | 0.1% | −4,359−93.1% | 減碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 307 | $4,766 | 0.1% | −4,459−93.6% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 223 | $4,821 | 0.1% | +223 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 902 | $4,897 | 0.1% | −3,719−80.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,625 | $4,922 | 0.1% | −3,114−65.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,493 | $5,111 | 0.1% | +458+9.1% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 216 | $5,150 | 0.1% | +216 | 新進 | – |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 346 | $5,244 | 0.1% | −4,898−93.4% | 減碼 | – |
| RBLXRoblox Corp | Stock | 427 | $5,269 | 0.1% | +427 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,620 | $5,357 | 0.1% | −132−2.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,923 | $5,495 | 0.1% | −3,404−63.9% | 減碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 662 | $5,720 | 0.1% | −4,588−87.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,413 | $5,739 | 0.1% | −440−23.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 325 | $5,940 | 0.1% | −5,615−94.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 940 | $6,000 | 0.1% | −5,060−84.3% | 減碼 | – |
| MSMorgan Stanley | Stock | 1,086 | $6,116 | 0.1% | −5,018−82.2% | 減碼 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 1,619 | $6,188 | 0.1% | −4,981−75.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 957 | $6,207 | 0.1% | −6,193−86.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 241 | $6,218 | 0.1% | −5,577−95.9% | 減碼 | – |
2025 年第 3 季之後清倉（12 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NACNuveen California Quality Municipal Income Fund | COM | 320,013 | $368.0 萬 | 0.5% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 305,359 | $357.0 萬 | 0.5% | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 16,003 | $91.3 萬 | 0.1% | – |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 50,726 | $52.7 萬 | 0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 13,274 | $34.3 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,339 | $32.3 萬 | <0.1% | – |
| HTZHertz Global Holdings, Inc | COM NEW | 36,627 | $24.9 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 6,090 | $23.9 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 4,600 | $23.2 萬 | <0.1% | – |
| UBERUber Technologies, Inc | Stock | 2,265 | $22.2 萬 | <0.1% | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 3,571 | $22.2 萬 | <0.1% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 3,732 | $21.2 萬 | <0.1% | – |