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Lewis Asset Management, LLC · 13F 持仓分析
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Lewis Asset Management, LLC

No.5940 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.85亿
环比变动 Q1 2026
+$4,087.1万+16.7%
持仓股票数
219
新买入
29
加仓
116
减仓
48
清仓
9
持股不变
26
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
5.82%6.09%$1,661.1万8.3万股$1,490.0万8.5万股-2,419股-2.83%减仓
苹果AAPL
5.62%5.74%$1,603.9万5.5万股$1,404.6万5.5万股+85股+0.15%加仓
SSPDR标普500 ETFSPY
4.35%4.39%$1,240.4万1.7万股$1,074.1万1.7万股+94股+0.57%加仓
亚马逊AMZN
3.19%3.22%$909.5万3.8万股$787.4万3.8万股+355股+0.94%加仓
谷歌AGOOGL
2.43%2.34%$693.2万1.9万股$573.5万2.0万股-549股-2.75%减仓
AAlphabet Inc Class CGOOG
2.17%2.08%$619.9万1.8万股$508.4万1.8万股-179股-1.01%减仓
微软MSFT
1.94%2.18%$554.5万1.5万股$533.7万1.4万股+446股+3.09%加仓
博通AVGO
1.88%1.81%$538.0万1.4万股$443.1万1.4万股-73股-0.51%减仓
Meta平台META
1.86%2.18%$532.1万9,447股$532.8万9,312股+135股+1.45%加仓
V先锋领航指数基金VUG
1.82%1.8%$521.0万6.0万股$440.9万1.0万股+5.0万股+499.14%加仓
AMD超威AMD
1.68%0.74%$478.5万8,237股$180.3万8,863股-626股-7.06%减仓
SSPDR道富系列信托SDY
1.56%1.72%$446.5万2.9万股$421.7万2.9万股+444股+1.54%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.56%1.61%$445.1万8,520股$394.6万8,520股00.00%持仓不变
艾伯维ABBV
1.43%1.21%$407.5万1.6万股$295.6万1.4万股+2,606股+19.18%加仓
QQXOQXO
1.4%1.72%$399.4万23.1万股$421.0万21.7万股+1.4万股+6.62%加仓
伯克希尔哈撒韦BRK.B
1.4%1.61%$398.9万7,971股$393.3万8,208股-237股-2.89%减仓
强生JNJ
1.31%1.47%$374.4万1.5万股$359.6万1.5万股+31股+0.21%加仓
CrowdStrikeCRWD
1.31%0.93%$374.2万4,904股$228.4万5,850股-946股-16.17%减仓
J摩根大通交易所交易基金JEPI
1.22%1.34%$347.2万6.1万股$327.8万5.8万股+3,641股+6.30%加仓
礼来LLY
1.12%1.01%$320.2万2,670股$246.6万2,681股-11股-0.41%减仓
好市多COST
1.12%1.35%$318.8万3,408股$330.8万3,320股+88股+2.65%加仓
沃尔玛WMT
1.11%1.37%$316.8万2.8万股$335.1万2.7万股+1,005股+3.73%加仓
AANGEL OAK ULTRASHORT INCOME ETFUYLD
1.11%1.26%$315.6万6.2万股$309.1万6.1万股+1,316股+2.17%加仓
思科CSCO
1.08%0.73%$307.8万2.6万股$178.0万2.3万股+3,263股+14.22%加仓
IiShares安硕·COREIJR
1.08%1.04%$307.2万2.1万股$254.9万2.1万股+210股+1.02%加仓
V先锋领航指数基金VOO
1.03%0.9%$293.8万3,990股$220.9万3,826股+164股+4.29%加仓
美光科技MU
0.98%0.11%$278.7万2,414股$26.4万780股+1,634股+209.49%加仓
甲骨文ORCL
0.98%1.14%$278.6万1.9万股$278.6万1.9万股+71股+0.37%加仓
VVIKING THERAPEUTICSVKTX
0.91%0.85%$260.5万6.7万股$208.5万6.4万股+2,700股+4.21%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.91%0.93%$258.4万3,674股$226.6万3,674股00.00%持仓不变
高盛GS
0.89%0.85%$254.8万2,520股$207.0万2,446股+74股+3.03%加仓
宝洁PG
0.78%0.86%$221.3万1.5万股$210.3万1.5万股+535股+3.67%加仓
雪佛龙CVX
0.73%1.03%$209.7万1.3万股$251.3万1.2万股+504股+4.15%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.73%0.62%$208.8万8,277股$150.8万8,312股-35股-0.42%减仓
AANGEL OAK FUNDS TRUSTCARY
0.72%0.82%$205.8万9.9万股$200.2万9.6万股+2,661股+2.76%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.66%0.66%$189.1万4,801股$161.2万5,136股-335股-6.52%减仓
第一资本COF
0.65%$186.9万9,314股$00股+9,314股新买入
VisaV
0.64%0.59%$181.8万5,300股$143.6万4,751股+549股+11.56%加仓
应用材料AMAT
0.63%0.36%$180.7万2,500股$88.0万2,575股-75股-2.91%减仓
联合健康UNH
0.59%0.48%$168.2万4,048股$117.5万4,343股-295股-6.79%减仓
泛林集团LRCX
0.58%0.36%$166.7万3,848股$88.3万4,131股-283股-6.85%减仓
雅培ABT
0.58%0.71%$166.4万1.8万股$173.4万1.7万股+1,455股+8.62%加仓
RITHM CAPITAL CORP REITRITM
0.58%0.9%$164.7万17.5万股$218.9万23.1万股-5.6万股-24.04%减仓
埃克森美孚XOM
0.56%0.8%$161.3万1.2万股$196.8万1.2万股+193股+1.66%加仓
卡特彼勒CAT
0.56%0.09%$160.3万1,505股$22.4万316股+1,189股+376.27%加仓
VALERO ENERGY COMVLO
0.54%0.6%$154.0万5,913股$145.8万5,900股+13股+0.22%加仓
麦当劳MCD
0.54%0.74%$153.9万5,693股$180.1万5,795股-102股-1.76%减仓
PPacer基金信托COWZ
0.54%0.58%$152.8万2.5万股$141.6万2.3万股+1,936股+8.55%加仓
切尼尔能源LNG
0.51%0.73%$144.7万6,056股$178.9万6,303股-247股-3.92%减仓
特斯拉TSLA
0.5%0.51%$141.5万3,365股$124.2万3,342股+23股+0.69%加仓

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