LA

LM Advisors LLC

分散型投資策略逆勢操作型高品質投資策略

申報總市值

US$632.6萬

申報季度: 2026-03-31 · 持股檔數: 212

LM Advisors LLC在最新一期 13F 報告中揭露了 212 項持股，申報期為 2026-03-31，總持股市值約為 US$632.6萬，季度換手率為 25.7%。

機構性格雪花圖

集中度
10.31
持倉穩定性
25.67
動能／逆勢
0
產業集中度
61.78
多樣化
100
倉位均衡度
78.82

近期動向

  • 減碼 OMFL

    -5.6%　-US$2.4萬

  • 減碼 AMZN

    -13.7%　-US$1.1萬

  • 加碼 DGRW

    +160.8%　US$4.4萬

  • 減碼 YSEP

    -3.6%　-US$8637.0

  • 減碼 SOFI

    -47.3%　-US$1.6萬

  • 減碼 ACP

    -15.6%　-US$9075.0

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1OMFLInvesco Russell 1000 Dyn M/fETF-其他9.50%-1.72%-5.65%
2NACNuveen Ca Qlty Muni INC股票-其他5.28%+5.23%NEW
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長5.07%-0.03%+4.86%
4NADNuveen Quality Municipal INC股票-其他4.75%+4.71%NEW
5AMZNAmazon.com INC股票-循環性消費4.12%-0.76%-13.71%
6YSEPFt Vst Int Eq Mb Etf-usd INCETF-其他3.21%-0.59%-3.55%
7OBDCBlue Owl Capital CORP股票-金融2.86%—-11.30%
8MHDBlackrock Muniholdings Fund股票-其他2.50%+2.47%NEW
9GOOGAlphabet Inc-cl C股票-通訊服務2.18%—-9.31%
10SOFISofi Technologies INC股票-金融1.67%-0.51%-47.30%
11AAPLApple INC股票-科技1.64%-0.29%-10.25%
12VIGVanguard Dividend Apprec ETFETF-其他1.61%—-1.82%
13VOOVanguard S&p 500 ETFETF-大型股與成長1.50%—-1.37%
14XJUNFt Vest U.s. Equity EnhanceETF-其他1.49%—-0.20%
15FFEBFt Vest US Equity Buffer ETFETF-其他1.46%—-3.52%
16IBITIshares Bitcoin Trust ETFETF-加密貨幣1.43%+0.08%-6.63%
17SDVYFirst Trust Smid Cap RisingETF-其他1.41%—+0.29%
18ACPAbrdn Income Credit Strat股票-其他1.41%-0.36%-15.57%
19QQQInvesco Qqq Trust Series 1ETF-科技型1.27%-0.04%+3.78%
20BSVVanguard Short-term Bond ETFETF-其他1.19%—-0.51%
21MSDLMorgan Stanley Direct Lendin股票-其他1.16%—-17.03%
22DGRWWisdomtree U.s. Quality DiviETF-其他1.12%+0.63%+160.80%
23VWOVanguard Ftse Emerging MarkeETF-新興市場1.08%—-1.37%
24IEMGIshares Core Msci EmergingETF-新興市場1.06%—-0.22%
25RSPInvesco S&p 500 Equal WeightETF-大型股與成長1.03%-0.06%+7.19%
26GJANFt Vest US Equity Moderate BETF-其他0.99%—-2.11%
27EEMVIshares Msci Emg Mkt Min VolETF-其他0.95%—-1.11%
28GBDCGolub Capital Bdc INC股票-金融0.95%—-6.57%
29IHIIshares U.s. Medical DevicesETF-其他0.93%—-16.62%
30YMARFt Vt Int Equ M B- Mar-us IETF-其他0.92%—-0.69%
31SPHDInvesco S&p 500 High DividenETF-大型股與成長0.91%—+3.36%
32RECSColumbia Resear Enh Cor ETFETF-其他0.84%—-3.65%
33XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.84%-0.18%+0.67%
34DIVDAltrius Global Dividend ETFETF-其他0.83%+0.02%+23.91%
35IAUIshares Gold TrustETF-避險與商品0.82%—+4.47%
36BACBank Of America CORP股票-金融0.81%—-10.59%
37MUSTColumbia Multi-sect Muni INCETF-其他0.78%-0.04%+8.44%
38GOOGLAlphabet Inc-cl A股票-通訊服務0.77%—-4.00%
39WMTWalmart INC股票-非循環性消費0.73%—+11.28%
40IEFAIshares Core Msci Eafe ETFETF-其他0.71%+0.07%+28.29%
41PLTRPalantir Technologies Inc-a股票-科技0.69%-0.03%-10.19%
42FJUNFt Vest US Equity Buff Etf-jETF-其他0.68%-0.21%-14.05%
43XLFSs Financial Select SectorETF-其他0.64%—+3.34%
44BRK-BBerkshire Hathaway Inc-cl B股票-其他0.63%—-5.50%
45BSTZBlackrock Sci & Tech Trm Tr股票-其他0.62%—-8.72%
46MSFTMicrosoft CORP股票-科技0.60%—-17.73%
47NVDANvidia CORP股票-科技0.59%—-4.14%
48DIASs Spdr Dow Jones Indus AvgETF-大型股與成長0.58%—-4.07%
49VTIVanguard Total Stock Mkt ETFETF-其他0.56%—-4.15%
50LTHLife Time Group Holdings INC股票-其他0.54%-0.18%-13.83%
1–50 of 212

本季持股變動

LM Advisors LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Nuveen Ca Qlty Muni INC (NAC); 新建倉: Nuveen Quality Municipal INC (NAD); 清倉: BlackRock, Inc. (BLK); 新建倉: Blackrock Muniholdings Fund (MHD); 新建倉: Nuveen Dynamic Municipal Opp (NDMO).

LM Advisors LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1DGRWWisdomtree U.s. Quality Divi+0.6%+160.80%加碼
2PANWPalo Alto Networks INC+0.3%+301.55%加碼
3BXBlackstone INC+0.2%+133.12%加碼
4NOWServicenow INC+0.2%+437.68%加碼
5IGVIshares Expanded Tech-softwa+0.1%+260.27%加碼
6SHOPShopify INC - Class A+0.1%+160.63%加碼
7TQQQProshares Ultrapro Qqq+0.1%+12.97%加碼
8IBITIshares Bitcoin Trust ETF+0.1%-6.63%減碼
9IEFAIshares Core Msci Eafe ETF+0.1%+28.29%加碼
10UPROProshares Ultrapro S&p 500+0.1%+39.12%加碼
11FLUTFlutter Entertainment plc+0.1%+120.47%加碼
12DIVDAltrius Global Dividend ETF0%+23.91%加碼
13NFLXNetflix INC0%+23.41%加碼
14XLFSs Financial Select Sector—+3.34%加碼
15SPYSs Spdr S&p 500 ETF Trust-us0%+4.86%加碼
16PLTRPalantir Technologies Inc-a0%-10.19%減碼
17QQQInvesco Qqq Trust Series 10%+3.78%加碼
18MUSTColumbia Multi-sect Muni INC0%+8.44%加碼
19RSPInvesco S&p 500 Equal Weight-0.1%+7.19%加碼
20IWMIshares Russell 2000 ETF-0.1%-55.91%減碼
21ORealty Income CORP-0.1%-24.22%減碼
22FMARFt Vest US Equity Buffer ETF-0.1%-25.58%減碼
23AREAlexandria Real Estate Equit-0.1%-29.30%減碼
24LTHLife Time Group Holdings INC-0.2%-13.83%減碼
25XLUSt Sr Utl Sl Se Spdr Etf-usd-0.2%+0.67%加碼
26FJUNFt Vest US Equity Buff Etf-j-0.2%-14.05%減碼
27AAPLApple INC-0.3%-10.25%減碼
28ACPAbrdn Income Credit Strat-0.4%-15.57%減碼
29SOFISofi Technologies INC-0.5%-47.30%減碼
30YSEPFt Vst Int Eq Mb Etf-usd INC-0.6%-3.55%減碼
31AMZNAmazon.com INC-0.8%-13.71%減碼
32OMFLInvesco Russell 1000 Dyn M/f-1.7%-5.65%減碼
33NACNuveen Ca Qlty Muni INC—NEW新建倉
34NADNuveen Quality Municipal INC—NEW新建倉
35BLKBlackRock, Inc.—EXIT清倉
36MHDBlackrock Muniholdings Fund—NEW新建倉
37NDMONuveen Dynamic Municipal Opp—NEW新建倉
38TDECFt Vest Em Buff ETF Dec—NEW新建倉
39AIC3.ai Inc-a—EXIT清倉
40CMFIshares California Muni Bond—NEW新建倉
41HTGCHercules Capital INC—EXIT清倉
42BIRKBirkenstock Holding plc—EXIT清倉
43JMUBJpmorgan Municipal ETF—NEW新建倉
44AMTAmerican Tower CORP—EXIT清倉
45NVONovo-nordisk A/s-spons Adr—EXIT清倉
46RBLXRoblox CORP -class A—EXIT清倉
47GSKGsk Plc-spon Adr—EXIT清倉
48GDXVaneck Gold Miners ETF—NEW新建倉
49UBERUber Technologies INC—NEW新建倉
50SCHWSchwab (charles) CORP—NEW新建倉

FAQ

LM Advisors LLC 是什麼機構？屬於哪種投資人類型？
LM Advisors LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$632.6萬，分佈在 212 個已申報部位之中。
LM Advisors LLC 目前前幾大持股有哪些？
根據最新 13F 申報，LM Advisors LLC 按市值排列的前幾大持股為： 1. Invesco Russell 1000 Dyn M/f (OMFL) — US$59.5萬 (9.5%) 2. Nuveen Ca Qlty Muni INC (NAC) — US$33.1萬 (5.3%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$31.8萬 (5.1%) 4. Nuveen Quality Municipal INC (NAD) — US$29.8萬 (4.8%) 5. Amazon.com INC (AMZN) — US$25.8萬 (4.1%)
LM Advisors LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，LM Advisors LLC 共進行了 50 項顯著調整：新建倉 10 個部位、加碼 18 個既有持股、減碼 14 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：新建倉: Nuveen Ca Qlty Muni INC (NAC); 新建倉: Nuveen Quality Municipal INC (NAD); 清倉: BlackRock, Inc. (BLK); 新建倉: Blackrock Muniholdings Fund (MHD); 新建倉: Nuveen Dynamic Municipal Opp (NDMO)
LM Advisors LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，LM Advisors LLC 的主要板塊分佈如下： • Financials: 32.2% • Information Technology: 21.1% • Consumer Discretionary: 17.6% • Communication Services: 15.0% • Health Care: 5.2% • Consumer Staples: 3.8%