LM Advisors LLC
- SEC CIK
- 0002011314
- 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
- 224
- 較 2026 年第 1 季 +12
- 總值
- $8.66 億
- 較 2026 年第 1 季 +$8.61 億 (+17,397.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 95,440 | $7,026 萬 | 8.1% | +49,344+107.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 96,457 | $6,619 萬 | 7.6% | +40,340+71.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 325,178 | $6,112 萬 | 7.1% | +272,947+522.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 243,364 | $5,808 萬 | 6.7% | +189,744+353.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 135,276 | $4,775 萬 | 5.5% | +96,215+246.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 574,567 | $3,934 萬 | 4.5% | +538,842+1,508.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 100,835 | $2,910 萬 | 3.4% | +74,785+287.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 52,278 | $2,614 萬 | 3.0% | +33,461+177.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 100,570 | $2,379 萬 | 2.7% | +78,827+362.5% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 42,166 | $2,205 萬 | 2.5% | +25,338+150.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 46,830 | $1,673 萬 | 1.9% | +32,876+235.6% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 198,872 | $1,611 萬 | 1.9% | +197,618+15,759.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 40,679 | $1,515 萬 | 1.7% | +26,676+190.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 61,567 | $1,310 萬 | 1.5% | +49,197+397.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 33,873 | $1,253 萬 | 1.4% | +22,652+201.9% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 30,901 | $925.4 萬 | 1.1% | +22,409+263.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 15,715 | $885.1 萬 | 1.0% | +6,312+67.1% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,334 | $824.4 萬 | 1.0% | +15,389+390.1% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 30,340 | $821.2 萬 | 0.9% | +29,628+4,161.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 21,243 | $782.5 萬 | 0.9% | +15,841+293.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,974 | $754.4 萬 | 0.9% | +14,852+290.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 37,422 | $745.8 萬 | 0.9% | +30,968+479.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 21,871 | $743.1 萬 | 0.9% | +18,249+503.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 73,417 | $701.5 萬 | 0.8% | +67,249+1,090.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 5,649 | $679.1 萬 | 0.8% | +957+20.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $674.0 萬 | 0.8% | −7,172−99.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 71,507 | $591.7 萬 | 0.7% | +66,889+1,448.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 199,617 | $549.7 萬 | 0.6% | +194,349+3,689.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 47,412 | $537.7 萬 | 0.6% | +41,709+731.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 87,276 | $532.0 萬 | 0.6% | +82,175+1,611.0% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 42,778 | $498.9 萬 | 0.6% | +36,425+573.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,258 | $495.6 萬 | 0.6% | −94−1.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 51,023 | $492.6 萬 | 0.6% | +47,001+1,168.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,918 | $455.8 萬 | 0.5% | +9,796+237.7% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 60,239 | $445.7 萬 | 0.5% | +55,889+1,284.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 10,434 | $437.4 萬 | 0.5% | +6,880+193.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,190 | $424.0 萬 | 0.5% | +569+15.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 92,063 | $408.9 萬 | 0.5% | +88,060+2,199.9% | 加碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 334,729 | $405.7 萬 | 0.5% | +330,877+8,589.7% | 加碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 3,458 | $400.3 萬 | 0.5% | −536−13.4% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 66,863 | $398.9 萬 | 0.5% | +63,203+1,726.9% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 88,429 | $381.5 萬 | 0.4% | +84,947+2,439.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 50,452 | $381.0 萬 | 0.4% | +45,919+1,013.0% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 69,791 | $374.1 萬 | 0.4% | +67,809+3,421.2% | 加碼 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 25,898 | $367.2 萬 | 0.4% | +24,977+2,711.9% | 加碼 | – |
| NADNuveen Quality Municipal Income Fund | COM | 300,845 | $364.5 萬 | 0.4% | +297,426+8,699.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,586 | $361.7 萬 | 0.4% | +13,283+402.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 22,350 | $355.5 萬 | 0.4% | +18,794+528.5% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 95,285 | $318.2 萬 | 0.4% | +91,836+2,662.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 55,337 | $315.8 萬 | 0.4% | +52,856+2,130.4% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 32,244 | $300.7 萬 | 0.3% | +29,618+1,127.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 57,534 | $292.7 萬 | 0.3% | +54,702+1,931.6% | 加碼 | – |
| VVisa Inc. | Stock | 8,007 | $274.7 萬 | 0.3% | +5,567+228.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 60,841 | $273.9 萬 | 0.3% | +58,245+2,243.6% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 55,197 | $273.3 萬 | 0.3% | +52,106+1,685.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,872 | $272.6 萬 | 0.3% | +1,465+60.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 19,353 | $272.5 萬 | 0.3% | +17,172+787.3% | 加碼 | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 38,757 | $271.6 萬 | 0.3% | +38,089+5,701.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 17,101 | $269.4 萬 | 0.3% | +13,735+408.1% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 9,750 | $260.0 萬 | 0.3% | +9,379+2,528.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 42,668 | $255.8 萬 | 0.3% | +40,277+1,684.5% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 58,030 | $251.2 萬 | 0.3% | +55,973+2,721.1% | 加碼 | – |
| Altrius Global Dividend ETF02072L656 | ALTRIUS GBL DIV | 57,158 | $243.1 萬 | 0.3% | +55,033+2,589.8% | 加碼 | – |
| PSUSPershing Square USA, Ltd. | COM SHS | 63,950 | $239.0 萬 | 0.3% | +63,950 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,539 | $232.5 萬 | 0.3% | +10,936+682.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,701 | $230.1 萬 | 0.3% | +13,554+631.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,022 | $229.1 萬 | 0.3% | +6,817+309.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,100 | $229.1 萬 | 0.3% | +1,878+84.5% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 17,075 | $204.1 萬 | 0.2% | +5,163+43.3% | 加碼依 8 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,707 | $202.3 萬 | 0.2% | +920+51.5% | 加碼 | – |
| OBDCBlue Owl Capital Corp | COM | 174,217 | $194.8 萬 | 0.2% | +172,183+8,465.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 955 | $187.9 萬 | 0.2% | −351−26.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,953 | $187.2 萬 | 0.2% | +2,728+222.7% | 加碼 | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 154,456 | $183.7 萬 | 0.2% | +152,691+8,651.0% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 101,459 | $181.9 萬 | 0.2% | +99,799+6,012.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 15,549 | $181.7 萬 | 0.2% | +13,318+597.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,000 | $181.4 萬 | 0.2% | +12,273+710.7% | 加碼 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 5,843 | $172.3 萬 | 0.2% | +4,406+306.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,823 | $159.4 萬 | 0.2% | +2,763+260.7% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 35,112 | $159.4 萬 | 0.2% | +32,694+1,352.1% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 6,408 | $159.1 萬 | 0.2% | +6,408 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 54,859 | $157.2 萬 | 0.2% | +53,284+3,383.1% | 加碼 | – |
| MAMastercard Inc | Stock | 3,055 | $156.8 萬 | 0.2% | +1,214+65.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,644 | $155.5 萬 | 0.2% | +7,620+151.7% | 加碼依 4 比 1 拆股換算 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 14,050 | $155.0 萬 | 0.2% | +12,649+902.9% | 加碼 | – |
| SHOPShopify Inc. | Stock | 12,419 | $141.8 萬 | 0.2% | +11,168+892.7% | 加碼 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 34,000 | $139.1 萬 | 0.2% | +33,084+3,611.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 19,242 | $138.5 萬 | 0.2% | +17,281+881.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15,589 | $137.0 萬 | 0.2% | +14,135+972.1% | 加碼 | 歷史 |
| MSDLMorgan Stanley Direct Lending Fund | COM SHS | 84,112 | $131.0 萬 | 0.2% | +83,060+7,895.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,722 | $130.4 萬 | 0.2% | +854+98.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 31,290 | $128.8 萬 | 0.1% | +30,062+2,448.0% | 加碼 | – |
| MSMorgan Stanley | Stock | 6,120 | $128.4 萬 | 0.1% | +5,113+507.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,221 | $128.2 萬 | 0.1% | +12,021+1,001.8% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 6,624 | $126.0 萬 | 0.1% | +5,515+497.3% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 12,584 | $125.0 萬 | 0.1% | +11,471+1,030.6% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,517 | $124.9 萬 | 0.1% | +23,102+5,566.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 13,100 | $117.7 萬 | 0.1% | +12,319+1,577.3% | 加碼 | – |
| MUMicron Technology Inc | Stock | 991 | $114.4 萬 | 0.1% | +991 | 新進 | 歷史 |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 37,591 | $112.5 萬 | 0.1% | +36,733+4,281.2% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（7 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 |
|---|---|---|---|---|---|
| RPRXRoyalty Pharma plc | SHS CLASS A | 909 | $1.89 萬 | 0.4% | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 296 | $4,766 | 0.1% | – |
| FISVFiserv Inc | Stock | 224 | $4,009 | 0.1% | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 578 | $3,500 | 0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 214 | $1,500 | <0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 371 | $1,086 | <0.1% | 歷史 |
| ESLTElbit Systems Ltd | Stock | 212 | $250 | <0.1% | 歷史 |