LM Advisors LLC
- SEC CIK
- 0002011314
- 最新申報
- 2026/8/12
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 212
- 較 2025 年第 4 季 +2
- 總值
- $495.1 萬
- 較 2025 年第 4 季 +$7,680 (+0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 35,725 | $59.5 萬 | 12.0% | −2,138−5.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,231 | $31.8 萬 | 6.4% | +2,420+4.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,620 | $25.8 萬 | 5.2% | −8,517−13.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 5,268 | $20.1 萬 | 4.1% | −194−3.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 39,061 | $13.7 萬 | 2.8% | −4,012−9.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,050 | $10.3 萬 | 2.1% | −2,976−10.3% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 21,743 | $10.1 萬 | 2.0% | −404−1.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 56,117 | $9.39 萬 | 1.9% | −782−1.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 4,003 | $9.32 萬 | 1.9% | −8−0.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 5,101 | $9.15 萬 | 1.8% | −186−3.5% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 3,449 | $8.98 萬 | 1.8% | −245−6.6% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 3,482 | $8.84 萬 | 1.8% | +10+0.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,096 | $7.99 萬 | 1.6% | +1,677+3.8% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,856 | $7.47 萬 | 1.5% | −30−0.5% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,168 | $7.02 萬 | 1.4% | +3,803+160.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,660 | $6.77 萬 | 1.4% | −51−1.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,618 | $6.64 萬 | 1.3% | −10−0.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,370 | $6.45 萬 | 1.3% | +830+7.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 2,596 | $6.19 萬 | 1.3% | −56−2.1% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 4,350 | $5.98 萬 | 1.2% | −49−1.1% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,091 | $5.80 萬 | 1.2% | −616−16.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 1,575 | $5.76 萬 | 1.2% | −11−0.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,832 | $5.71 萬 | 1.2% | +92+3.4% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 2,057 | $5.29 萬 | 1.1% | −78−3.7% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,418 | $5.27 萬 | 1.1% | +16+0.7% | 加碼 | – |
| Altrius Global Dividend ETF02072L656 | ALTRIUS GBL DIV | 2,125 | $5.18 萬 | 1.0% | +410+23.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 4,533 | $5.14 萬 | 1.0% | +194+4.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 2,481 | $5.09 萬 | 1.0% | −294−10.6% | 減碼 | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 1,002 | $4.89 萬 | 1.0% | +78+8.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,954 | $4.85 萬 | 1.0% | −581−4.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,703 | $4.58 萬 | 0.9% | +578+11.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,022 | $4.44 萬 | 0.9% | +887+28.3% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 6,353 | $4.34 萬 | 0.9% | −721−10.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 2,391 | $4.23 萬 | 0.9% | −391−14.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,982 | $4.01 萬 | 0.8% | +64+3.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,817 | $3.93 萬 | 0.8% | −1,095−5.5% | 減碼 | 歷史 |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 858 | $3.87 萬 | 0.8% | −82−8.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,003 | $3.78 萬 | 0.8% | −3,017−17.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,454 | $3.70 萬 | 0.7% | −279−4.1% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,828 | $3.63 萬 | 0.7% | −714−4.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,221 | $3.50 萬 | 0.7% | −486−4.2% | 減碼 | – |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 916 | $3.40 萬 | 0.7% | −147−13.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 1,228 | $3.13 萬 | 0.6% | −11−0.9% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 8,492 | $3.12 萬 | 0.6% | −465−5.2% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,626 | $3.11 萬 | 0.6% | +153+6.2% | 加碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 1,254 | $3.01 萬 | 0.6% | +144+13.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 900 | $2.98 萬 | 0.6% | −66−6.8% | 減碼 | – |
| Invesco Exchng Trad SLF Inde46139W502 | INVT GRD DEFSV | 721 | $2.93 萬 | 0.6% | +33+4.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 801 | $2.85 萬 | 0.6% | +91+12.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,556 | $2.43 萬 | 0.5% | −375−9.5% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 1,213 | $2.42 萬 | 0.5% | +194+19.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U471 | FT VES MARK DECE | 586 | $2.41 萬 | 0.5% | +586 | 新進 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 587 | $2.40 萬 | 0.5% | −36−5.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,622 | $2.26 萬 | 0.5% | +2,720+301.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,961 | $2.04 萬 | 0.4% | +372+23.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,231 | $1.94 萬 | 0.4% | +1,274+133.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 2,181 | $1.94 萬 | 0.4% | +188+9.4% | 加碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 909 | $1.89 萬 | 0.4% | +226+33.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,366 | $1.81 萬 | 0.4% | −1,259−27.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,303 | $1.69 萬 | 0.3% | +104+3.3% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 959 | $1.69 萬 | 0.3% | +959 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 5,122 | $1.66 萬 | 0.3% | −380−6.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,403 | $1.64 萬 | 0.3% | −2,072−18.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 1,454 | $1.57 萬 | 0.3% | +197+15.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 615 | $1.54 萬 | 0.3% | +1+0.2% | 加碼 | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 695 | $1.47 萬 | 0.3% | −288−29.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 736 | $1.46 萬 | 0.3% | −2−0.3% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,147 | $1.46 萬 | 0.3% | −1,153−34.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,727 | $1.43 萬 | 0.3% | +215+14.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,122 | $1.40 萬 | 0.3% | −128−3.0% | 減碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 467 | $1.36 萬 | 0.3% | +74+18.8% | 加碼 | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 668 | $1.33 萬 | 0.3% | −33−4.7% | 減碼 | – |
| RSIRush Street Interactive, Inc. | COM | 283 | $1.30 萬 | 0.3% | +30+11.9% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,401 | $1.27 萬 | 0.3% | −94−6.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 614 | $1.27 萬 | 0.3% | −211−25.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 5,402 | $1.26 萬 | 0.3% | +705+15.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,603 | $1.25 萬 | 0.3% | −397−19.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,200 | $1.25 萬 | 0.3% | −480−28.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 781 | $1.25 萬 | 0.3% | −156−16.6% | 減碼 | – |
| KOCoca Cola Co | Stock | 920 | $1.21 萬 | 0.2% | +76+9.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 646 | $1.20 萬 | 0.2% | −25−3.7% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 557 | $1.12 萬 | 0.2% | −4−0.7% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,222 | $1.09 萬 | 0.2% | −217−8.9% | 減碼 | 歷史 |
| EFSCEnterprise Financial Services Corp | COM | 586 | $1.08 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,113 | $1.06 萬 | 0.2% | +906+437.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,945 | $1.06 萬 | 0.2% | +127+3.3% | 加碼 | – |
| SHOPShopify Inc. | Stock | 1,251 | $1.05 萬 | 0.2% | +771+160.6% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 632 | $1.03 萬 | 0.2% | −202−24.2% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 789 | $9,855 | 0.2% | +570+260.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,554 | $9,559 | 0.2% | −436−10.9% | 減碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 921 | $9,495 | 0.2% | +259+39.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 638 | $9,455 | 0.2% | +14+2.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 2,205 | $9,021 | 0.2% | +314+16.6% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 703 | $8,528 | 0.2% | +86+13.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 344 | $8,248 | 0.2% | +6+1.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,402 | $8,239 | 0.2% | +412+41.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,440 | $8,078 | 0.2% | −374−13.3% | 減碼 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 385 | $8,000 | 0.2% | +84+27.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 388 | $7,768 | 0.2% | +388 | 新進 | – |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 371 | $7,750 | 0.2% | +155+71.8% | 加碼 | – |
2025 年第 4 季之後清倉（12 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HTGCHercules Capital, Inc. | COM | 205 | $1.09 萬 | 0.2% | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 356 | $8,700 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,176 | $6,632 | 0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 332 | $6,519 | 0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 427 | $5,269 | 0.1% | 歷史 |
| GSKGSK plc | ADR | 225 | $4,559 | 0.1% | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 210 | $2,256 | <0.1% | – |
| SBACSba Communications Corp | CL A | 415 | $2,148 | <0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 229 | $1,900 | <0.1% | 歷史 |
| WMWaste Management Inc | Stock | 201 | $914 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 289 | – | – | 歷史 |
| BYMBlackRock Municipal Income Quality Trust | COM | 1,812 | – | – | 歷史 |