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 |
|---|---|---|---|---|---|---|---|
| WELLWelltower Inc. | REIT | 902 | $20.5 萬 | <0.1% | +902 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 862 | $21.2 萬 | <0.1% | +862 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 4,213 | $21.2 萬 | <0.1% | +4,213 | 新進 | – |
| ABTAbbott Laboratories | Stock | 2,332 | $21.2 萬 | <0.1% | +2,091+867.6% | 加碼 | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 2,150 | $22.0 萬 | <0.1% | +1,676+353.6% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 4,655 | $22.3 萬 | <0.1% | +4,655 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,389 | $23.0 萬 | <0.1% | +2,161+947.8% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,391 | $23.3 萬 | <0.1% | +5,124+1,919.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 5,454 | $23.3 萬 | <0.1% | +5,237+2,413.4% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,355 | $23.4 萬 | <0.1% | +6,115+2,547.9% | 加碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 19,728 | $23.5 萬 | <0.1% | +19,416+6,223.1% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,446 | $23.7 萬 | <0.1% | +2,170+786.2% | 加碼 | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 21,804 | $24.0 萬 | <0.1% | +21,577+9,505.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 810 | $24.1 萬 | <0.1% | +810 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,785 | $24.3 萬 | <0.1% | +1,549+656.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,425 | $24.4 萬 | <0.1% | +3,206+1,463.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,218 | $25.5 萬 | <0.1% | +5,981+2,523.6% | 加碼 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 796 | $26.3 萬 | <0.1% | +554+228.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,409 | $26.7 萬 | <0.1% | +1,409 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,108 | $26.8 萬 | <0.1% | +1,752+129.2% | 加碼依 6 比 1 拆股換算 | – |
| Defiance Quantum ETF26922A420 | ETF | 1,645 | $26.8 萬 | <0.1% | +1,645 | 新進 | – |
| ORLYO Reilly Automotive Inc | Stock | 3,000 | $27.0 萬 | <0.1% | +2,723+983.0% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 2,385 | $27.6 萬 | <0.1% | +2,152+923.6% | 加碼 | – |
| COPConocoPhillips | Stock | 2,660 | $27.7 萬 | <0.1% | +2,308+655.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,771 | $28.0 萬 | <0.1% | +3,500+1,291.5% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,517 | $28.0 萬 | <0.1% | +1,292+574.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,957 | $28.9 萬 | <0.1% | +1,714+705.3% | 加碼 | – |
| HWMHowmet Aerospace Inc. | Stock | 1,079 | $29.0 萬 | <0.1% | +831+335.1% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 6,785 | $29.4 萬 | <0.1% | +6,513+2,394.5% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,742 | $29.5 萬 | <0.1% | +1,425+449.5% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,842 | $29.5 萬 | <0.1% | +2,577+972.5% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,923 | $29.6 萬 | <0.1% | +3,564+992.8% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 3,280 | $29.7 萬 | <0.1% | +2,963+934.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,190 | $30.0 萬 | <0.1% | +1,190 | 新進 | 歷史 |
| GLWCorning Inc | COM | 1,176 | $30.0 萬 | <0.1% | +1,176 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 3,066 | $30.0 萬 | <0.1% | +2,730+812.5% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 802 | $31.1 萬 | <0.1% | +566+239.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,095 | $31.9 萬 | <0.1% | +1,792+591.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,251 | $33.0 萬 | <0.1% | +1,925+590.5% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 2,010 | $35.0 萬 | <0.1% | +2,010 | 新進 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 8,000 | $35.0 萬 | <0.1% | +7,615+1,977.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,150 | $35.2 萬 | <0.1% | +854+288.5% | 加碼 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 1,746 | $35.4 萬 | <0.1% | +1,468+528.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,684 | $35.5 萬 | <0.1% | +4,355+1,323.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 8,248 | $36.5 萬 | <0.1% | +7,904+2,297.7% | 加碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 3,748 | $37.0 萬 | <0.1% | +3,397+967.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 4,000 | $37.2 萬 | <0.1% | +3,694+1,207.2% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 1,500 | $38.2 萬 | <0.1% | +1,197+395.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,328 | $38.2 萬 | <0.1% | +1,996+601.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,377 | $38.7 萬 | <0.1% | +809+142.4% | 加碼 | 歷史 |
| RSIRush Street Interactive, Inc. | COM | 13,000 | $38.7 萬 | <0.1% | +12,717+4,493.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 365 | $38.8 萬 | <0.1% | +107+41.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 7,768 | $39.3 萬 | <0.1% | +7,380+1,902.1% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 3,361 | $39.5 萬 | <0.1% | +3,361 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 5,244 | $39.5 萬 | <0.1% | +4,884+1,356.7% | 加碼 | – |
| STTState Street Corp | COM | 2,337 | $39.6 萬 | <0.1% | +2,041+689.5% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 541 | $40.5 萬 | <0.1% | +72+15.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 2,964 | $41.3 萬 | <0.1% | +2,964 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,095 | $41.3 萬 | <0.1% | +5,757+1,703.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,186 | $41.5 萬 | <0.1% | +3,773+913.6% | 加碼 | – |
| GMGeneral Motors Co | COM | 5,464 | $42.1 萬 | <0.1% | +5,105+1,422.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,994 | $43.1 萬 | <0.1% | +1,538+337.3% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,979 | $43.5 萬 | 0.1% | +3,545+816.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,624 | $43.8 萬 | 0.1% | +1,117+220.3% | 加碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 8,860 | $44.2 萬 | 0.1% | +8,466+2,148.7% | 加碼 | – |
| ACPabrdn Income Credit Strategies Fund | COM | 85,336 | $44.4 萬 | 0.1% | +84,886+18,863.6% | 加碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 43,443 | $45.2 萬 | 0.1% | +42,996+9,618.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,499 | $46.3 萬 | 0.1% | +3,067+710.0% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 8,738 | $47.8 萬 | 0.1% | +8,043+1,157.3% | 加碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,000 | $48.0 萬 | 0.1% | +2,644+742.7% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 3,496 | $50.6 萬 | 0.1% | +3,081+742.4% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,569 | $51.3 萬 | 0.1% | +3,241+988.1% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,568 | $52.2 萬 | 0.1% | +4,568 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733E690 | VEST LADDERED | 25,300 | $52.6 萬 | 0.1% | +25,300 | 新進 | – |
| MELIMercadolibre Inc | COM | 326 | $55.3 萬 | 0.1% | −84−20.5% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 11,155 | $56.5 萬 | 0.1% | +10,598+1,902.7% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,528 | $57.1 萬 | 0.1% | +1,069+232.9% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,436 | $58.6 萬 | 0.1% | +824+134.6% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,146 | $59.0 萬 | 0.1% | −264−18.7% | 減碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 3,488 | $59.6 萬 | 0.1% | +3,488 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U471 | FT VES MARK DECE | 23,190 | $60.9 萬 | 0.1% | +22,604+3,857.3% | 加碼 | – |
| NKENIKE, Inc. | Stock | 14,957 | $61.5 萬 | 0.1% | +14,708+5,906.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,693 | $61.5 萬 | 0.1% | +2,673+262.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 15,380 | $65.6 萬 | 0.1% | +14,765+2,400.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 12,670 | $66.2 萬 | 0.1% | +12,056+1,963.5% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 27,216 | $66.6 萬 | 0.1% | +26,629+4,536.5% | 加碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 14,913 | $68.2 萬 | 0.1% | +14,446+3,093.4% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,941 | $71.3 萬 | 0.1% | +2,313+368.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 12,000 | $71.3 萬 | 0.1% | +11,354+1,757.6% | 加碼 | – |
| EFSCEnterprise Financial Services Corp | COM | 10,832 | $71.4 萬 | 0.1% | +10,246+1,748.5% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,916 | $71.5 萬 | 0.1% | +2,316+386.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,398 | $71.9 萬 | 0.1% | +1,775+284.9% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 612 | $72.0 萬 | 0.1% | +31+5.3% | 加碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 56,000 | $72.1 萬 | 0.1% | +55,246+7,327.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,455 | $72.6 萬 | 0.1% | +8,817+1,382.0% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,459 | $73.3 萬 | 0.1% | +735+101.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 30,568 | $73.9 萬 | 0.1% | +29,767+3,716.2% | 加碼 | 歷史 |
| Invesco Exchng Trad SLF Inde46139W502 | INVT GRD DEFSV | 30,814 | $75.4 萬 | 0.1% | +30,093+4,173.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 8,534 | $75.5 萬 | 0.1% | +7,831+1,113.9% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 800 | $76.9 萬 | 0.1% | −184−18.7% | 減碼 | 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 |