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 |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 10,161 | $79.2 萬 | 0.1% | +4,305+73.5% | 加碼 | – |
| KLACKLA Corp | COM NEW | 2,853 | $79.6 萬 | 0.1% | −1,347−32.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 14,622 | $80.5 萬 | 0.1% | +13,886+1,886.7% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 1,597 | $81.3 萬 | 0.1% | +435+37.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,423 | $81.9 萬 | 0.1% | +1,689+230.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,401 | $83.4 萬 | 0.1% | +3,560+423.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,477 | $85.2 萬 | 0.1% | +9,557+1,038.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,351 | $89.3 萬 | 0.1% | +3,104+248.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 17,065 | $90.4 萬 | 0.1% | +17,065 | 新進 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,426 | $91.4 萬 | 0.1% | +775+119.0% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 10,355 | $93.8 萬 | 0.1% | +9,566+1,212.4% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 3,957 | $95.9 萬 | 0.1% | +3,091+356.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,066 | $96.5 萬 | 0.1% | +5,664+404.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 29,189 | $96.9 萬 | 0.1% | +28,289+3,143.2% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 16,872 | $97.3 萬 | 0.1% | +15,913+1,659.3% | 加碼 | – |
| ORealty Income Corp | REIT | 15,883 | $99.2 萬 | 0.1% | +15,251+2,413.1% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 3,531 | $101.2 萬 | 0.1% | +3,171+880.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,913 | $101.5 萬 | 0.1% | +22,700+1,871.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,885 | $101.7 萬 | 0.1% | +1,957+210.9% | 加碼 | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 49,878 | $103.7 萬 | 0.1% | +48,876+4,877.8% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 6,640 | $105.1 萬 | 0.1% | +5,685+595.3% | 加碼 | – |
| ETNEaton Corp plc | Stock | 2,490 | $106.0 萬 | 0.1% | +1,560+167.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 6,000 | $106.0 萬 | 0.1% | +5,006+503.6% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,692 | $110.4 萬 | 0.1% | +1,050+163.6% | 加碼 | – |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 37,591 | $112.5 萬 | 0.1% | +36,733+4,281.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 991 | $114.4 萬 | 0.1% | +991 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 13,100 | $117.7 萬 | 0.1% | +12,319+1,577.3% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,517 | $124.9 萬 | 0.1% | +23,102+5,566.7% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 12,584 | $125.0 萬 | 0.1% | +11,471+1,030.6% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 6,624 | $126.0 萬 | 0.1% | +5,515+497.3% | 加碼 | – |
| DISWalt Disney Co | Stock | 13,221 | $128.2 萬 | 0.1% | +12,021+1,001.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,120 | $128.4 萬 | 0.1% | +5,113+507.7% | 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 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,722 | $130.4 萬 | 0.2% | +854+98.4% | 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 |
| NEENextera Energy Inc | Stock | 15,589 | $137.0 萬 | 0.2% | +14,135+972.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 19,242 | $138.5 萬 | 0.2% | +17,281+881.2% | 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 |
| SHOPShopify Inc. | Stock | 12,419 | $141.8 萬 | 0.2% | +11,168+892.7% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 14,050 | $155.0 萬 | 0.2% | +12,649+902.9% | 加碼 | – |
| 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 | – |
| MAMastercard Inc | Stock | 3,055 | $156.8 萬 | 0.2% | +1,214+65.9% | 加碼 | 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 | – |
| CEGConstellation Energy Corp | Stock | 6,408 | $159.1 萬 | 0.2% | +6,408 | 新進 | 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 | – |
| ESSEssex Property Trust, Inc. | COM | 5,843 | $172.3 萬 | 0.2% | +4,406+306.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,000 | $181.4 萬 | 0.2% | +12,273+710.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 15,549 | $181.7 萬 | 0.2% | +13,318+597.0% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 101,459 | $181.9 萬 | 0.2% | +99,799+6,012.0% | 加碼 | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 154,456 | $183.7 萬 | 0.2% | +152,691+8,651.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,953 | $187.2 萬 | 0.2% | +2,728+222.7% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 955 | $187.9 萬 | 0.2% | −351−26.9% | 減碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 174,217 | $194.8 萬 | 0.2% | +172,183+8,465.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,707 | $202.3 萬 | 0.2% | +920+51.5% | 加碼 | – |
| 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 | – |
| 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 |
| ORCLOracle Corp | Stock | 15,701 | $230.1 萬 | 0.3% | +13,554+631.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,539 | $232.5 萬 | 0.3% | +10,936+682.2% | 加碼 | 歷史 |
| PSUSPershing Square USA, Ltd. | COM SHS | 63,950 | $239.0 萬 | 0.3% | +63,950 | 新進 | 歷史 |
| Altrius Global Dividend ETF02072L656 | ALTRIUS GBL DIV | 57,158 | $243.1 萬 | 0.3% | +55,033+2,589.8% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 58,030 | $251.2 萬 | 0.3% | +55,973+2,721.1% | 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 | – |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 9,750 | $260.0 萬 | 0.3% | +9,379+2,528.0% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 17,101 | $269.4 萬 | 0.3% | +13,735+408.1% | 加碼 | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 38,757 | $271.6 萬 | 0.3% | +38,089+5,701.9% | 加碼 | – |
| CCitigroup Inc | Stock | 19,353 | $272.5 萬 | 0.3% | +17,172+787.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,872 | $272.6 萬 | 0.3% | +1,465+60.9% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 55,197 | $273.3 萬 | 0.3% | +52,106+1,685.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 60,841 | $273.9 萬 | 0.3% | +58,245+2,243.6% | 加碼 | – |
| VVisa Inc. | Stock | 8,007 | $274.7 萬 | 0.3% | +5,567+228.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 57,534 | $292.7 萬 | 0.3% | +54,702+1,931.6% | 加碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 32,244 | $300.7 萬 | 0.3% | +29,618+1,127.9% | 加碼 | – |
| BACBank of America Corp | Stock | 55,337 | $315.8 萬 | 0.4% | +52,856+2,130.4% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 95,285 | $318.2 萬 | 0.4% | +91,836+2,662.7% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 22,350 | $355.5 萬 | 0.4% | +18,794+528.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,586 | $361.7 萬 | 0.4% | +13,283+402.1% | 加碼 | – |
| NADNuveen Quality Municipal Income Fund | COM | 300,845 | $364.5 萬 | 0.4% | +297,426+8,699.2% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 25,898 | $367.2 萬 | 0.4% | +24,977+2,711.9% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 69,791 | $374.1 萬 | 0.4% | +67,809+3,421.2% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 50,452 | $381.0 萬 | 0.4% | +45,919+1,013.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 88,429 | $381.5 萬 | 0.4% | +84,947+2,439.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 66,863 | $398.9 萬 | 0.5% | +63,203+1,726.9% | 加碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 3,458 | $400.3 萬 | 0.5% | −536−13.4% | 減碼 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 334,729 | $405.7 萬 | 0.5% | +330,877+8,589.7% | 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 | – |
| GSGoldman Sachs Group Inc | Stock | 4,190 | $424.0 萬 | 0.5% | +569+15.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,434 | $437.4 萬 | 0.5% | +6,880+193.6% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 60,239 | $445.7 萬 | 0.5% | +55,889+1,284.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,918 | $455.8 萬 | 0.5% | +9,796+237.7% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 51,023 | $492.6 萬 | 0.6% | +47,001+1,168.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,258 | $495.6 萬 | 0.6% | −94−1.8% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 42,778 | $498.9 萬 | 0.6% | +36,425+573.4% | 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 | – |
| WMTWalmart Inc. | Stock | 47,412 | $537.7 萬 | 0.6% | +41,709+731.4% | 加碼 | 歷史 |
| 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 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 71,507 | $591.7 萬 | 0.7% | +66,889+1,448.4% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $674.0 萬 | 0.8% | −7,172−99.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,649 | $679.1 萬 | 0.8% | +957+20.4% | 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 |