LM Advisors LLC
CIK 2011314 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $866K
- Posisi
- 224
- Per tanggal
- 30 Juni 2026
#9.182 dari 9.443 berdasarkan nilai 13F · top 97.2%
Nilai portofolio QoQ: -86.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 51,23%
- Bobot 25 kepemilikan teratas
- 68,80%
- Posisi di atas 1%
- 17
- Jumlah posisi efektif
- 29,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 17,5% Perkiraan pembelian $629.289 · penjualan $5.406.938
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 76,7% masih dipegang
- Posisi baru
- 19
- Meningkat
- 198
- Menurun
- 7
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
11,0%
Communication Services
8,8%
Retail
8,2%
Financial Services
2,5%
Healthcare
1,8%
Financials
1,3%
Consumer Discretionary
1,2%
Industrials
0,7%
Real Estate
0,4%
Utilities
0,3%
Energy
0,3%
Telecommunication
0,1%
Consumer Staples
0,1%
Communications
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
63,1%
Portofolio lengkap 224 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $70.259 | 8,11% | 95.440 | $-9.611 | Naik ×2 | ||
| VOO | $66.185 | 7,64% | 96.457 | $-27.733 | Naik ×1 | ||
| SPY SPY | $61.121 | 7,05% | 325.178 | $-256.554 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $58.078 | 6,70% | 243.364 | $-200.092 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $47.750 | 5,51% | 135.276 | $-88.952 | Naik ×1 | ||
| OMFL | $39.340 | 4,54% | 574.567 | $-555.965 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $29.104 | 3,36% | 100.835 | $-73.983 | Naik ×1 | ||
| BRKB | $26.141 | 3,02% | 52.278 | $-13.126 | Naik ×1 | ||
| VIG | $23.788 | 2,75% | 100.570 | $-77.359 | Naik ×1 | ||
| DIA | $22.047 | 2,54% | 42.166 | $-14.252 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $16.734 | 1,93% | 46.830 | $-31.791 | Naik ×1 | ||
| TQQQ ProShares UltraPro QQQ | $16.109 | 1,86% | 198.872 | $-13.981 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $15.151 | 1,75% | 40.679 | $-22.677 | Naik ×1 | ||
| RSP | $13.102 | 1,51% | 61.567 | $-51.373 | Naik ×2 | ||
| VTI | $12.532 | 1,45% | 33.873 | $-22.446 | Naik ×1 | ||
| VHT | $9.254 | 1,07% | 30.901 | $-21.967 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8.851 | 1,02% | 15.715 | $-7.584 | Naik ×1 | ||
| IWV | $8.244 | 0,95% | 19.334 | $-2.400 | Naik ×2 | ||
| SPXL | $8.212 | 0,95% | 30.340 | $4.362 | Naik ×1 | ||
| GLD | $7.825 | 0,90% | 21.243 | $-4.729 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $7.544 | 0,87% | 19.974 | $-9.006 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7.458 | 0,86% | 37.422 | $-29.550 | Naik ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7.431 | 0,86% | 21.871 | $-15.160 | Naik ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $7.015 | 0,81% | 73.417 | $-63.200 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $6.791 | 0,78% | 5.649 | $1.689 | Naik ×1 | ||
| BRKA | $6.740 | 0,78% | 9 | $6.730 | Turun ×2 | ||
| IEMG | $5.917 | 0,68% | 71.507 | $-60.439 | Naik ×1 | ||
| YSEP | $5.497 | 0,63% | 199.617 | $-195.807 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $5.377 | 0,62% | 47.412 | $-40.420 | Naik ×2 | ||
| FFEB | $5.320 | 0,61% | 87.276 | $-86.140 | Naik ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4.989 | 0,58% | 42.778 | $-38.441 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $4.956 | 0,57% | 5.258 | $-415 | Turun ×1 | ||
| IEFA | $4.926 | 0,57% | 51.023 | $-39.502 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.558 | 0,53% | 13.918 | $-9.453 | Naik ×1 | ||
| EEMV | $4.457 | 0,51% | 60.239 | $-55.354 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $4.374 | 0,50% | 10.434 | $-5.185 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $4.240 | 0,49% | 4.190 | $-49 | Naik ×2 | ||
| XJUN | $4.089 | 0,47% | 92.063 | $-89.145 | Naik ×1 | ||
| NAC Nuveen California Quality Municipal Income Fund | $4.057 | 0,47% | 334.729 | $-326.562 | Naik ×1 | ||
| WFCPRL | $4.003 | 0,46% | 3.458 | $545 | Turun ×2 | ||
| VWO | $3.989 | 0,46% | 66.863 | $-63.718 | Naik ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $3.815 | 0,44% | 88.429 | $-84.570 | Naik ×2 | ||
| IAU | $3.810 | 0,44% | 50.452 | $-47.603 | Naik ×2 | ||
| XLF XLF | $3.741 | 0,43% | 69.791 | $-36.402 | Naik ×2 | ||
| UPRO | $3.672 | 0,42% | 25.898 | $-5.823 | Naik ×2 | ||
| NAD Nuveen Quality Municipal Income Fund Common Stock | $3.645 | 0,42% | 300.845 | $-294.200 | Naik ×1 | ||
| VTV | $3.617 | 0,42% | 16.586 | $-13.282 | Naik ×2 | ||
| XLV XLV | $3.555 | 0,41% | 22.350 | $-20.701 | Naik ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $3.182 | 0,37% | 95.285 | $-86.578 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $3.158 | 0,36% | 55.337 | $-47.744 | Naik ×1 | ||
| EWJ | $3.007 | 0,35% | 32.244 | $-28.093 | Naik ×2 | ||
| SPHD | $2.927 | 0,34% | 57.534 | $-54.160 | Naik ×2 | ||
| V Visa Inc. | $2.747 | 0,32% | 8.007 | $-5.331 | Naik ×1 | ||
| GJAN | $2.739 | 0,32% | 60.841 | $-59.192 | Naik ×1 | ||
| IHI | $2.733 | 0,32% | 55.197 | $-55.282 | Naik ×1 | ||
| MDY | $2.726 | 0,31% | 3.872 | $-1.169 | Naik ×2 | ||
| C Citigroup, Inc. Common Stock | $2.725 | 0,31% | 19.353 | $-16.628 | Naik ×2 | ||
| UDOW | $2.716 | 0,31% | 38.757 | $-10.606 | Naik ×1 | ||
| CRM Salesforce, Inc. Common Stock | $2.694 | 0,31% | 17.101 | $-15.369 | Naik ×1 | ||
| SOXL | $2.600 | 0,30% | 9.750 | $-5.150 | Naik ×2 | ||
| FJUN | $2.558 | 0,30% | 42.668 | $-39.760 | Naik ×1 | ||
| RECS | $2.512 | 0,29% | 58.030 | $-50.364 | Naik ×1 | ||
| DIVD Altrius Global Dividend ETF | $2.431 | 0,28% | 57.158 | $-49.368 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 71531T105) | $2.390 | 0,28% | 63.950 | Naik ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $2.325 | 0,27% | 12.539 | $-10.148 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $2.301 | 0,27% | 15.701 | $-12.295 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.291 | 0,26% | 4.100 | $-8.632 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2.291 | 0,26% | 9.022 | $-6.730 | Naik ×2 | ||
| VGT | $2.041 | 0,24% | 17.075 | $-93 | Naik ×1 | ||
| IVV | $2.023 | 0,23% | 2.707 | $-713 | Naik ×1 | ||
| OBDC Blue Owl Capital Corporation Common Stock | $1.948 | 0,22% | 174.217 | $-177.159 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1.879 | 0,22% | 955 | $890 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.872 | 0,22% | 3.953 | $-1.742 | Naik ×2 | ||
| MHD Blackrock MuniHoldings Fund, Inc. Common Stock | $1.837 | 0,21% | 154.456 | $-154.647 | Naik ×1 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $1.819 | 0,21% | 101.459 | $-102.740 | Naik ×1 | ||
| BX Blackstone Inc. Common Stock | $1.817 | 0,21% | 15.549 | $-17.582 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.814 | 0,21% | 14.000 | $-12.444 | Naik ×2 | ||
| ESS Essex Property Trust, Inc. Common Stock | $1.723 | 0,20% | 5.843 | $-4.153 | Naik ×1 | ||
| XLU XLU | $1.594 | 0,18% | 35.112 | $-51.096 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1.594 | 0,18% | 3.823 | $-2.330 | Naik ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $1.591 | 0,18% | 6.408 | Naik ×1 | |||
| YMAR | $1.572 | 0,18% | 54.859 | $-56.048 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.568 | 0,18% | 3.055 | $-2.117 | Naik ×1 | ||
| IWF | $1.555 | 0,18% | 12.644 | $-1.392 | Naik ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.550 | 0,18% | 14.050 | $-11.141 | Naik ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1.418 | 0,16% | 12.419 | $-9.127 | Naik ×2 | ||
| LTH Life Time Group Holdings, Inc. Common Stock | $1.391 | 0,16% | 34.000 | $-32.609 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1.385 | 0,16% | 19.242 | $-19.011 | Naik ×5 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.370 | 0,16% | 15.589 | $-14.289 | Naik ×2 | ||
| MSDL Morgan Stanley Direct Lending Fund Common Stock | $1.310 | 0,15% | 84.112 | $-71.686 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1.304 | 0,15% | 1.722 | $-920 | Naik ×1 | ||
| GJUN | $1.288 | 0,15% | 31.290 | $-30.002 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $1.284 | 0,15% | 6.120 | $-4.836 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1.282 | 0,15% | 13.221 | $-11.173 | Naik ×1 | ||
| IBB IBB | $1.260 | 0,15% | 6.624 | $-5.309 | Naik ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $1.250 | 0,14% | 12.584 | $-9.396 | Naik ×2 | ||
| XLE XLE | $1.249 | 0,14% | 23.517 | $-5.519 | Naik ×2 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $1.177 | 0,14% | 13.100 | $-11.278 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1.144 | 0,13% | 991 | Naik ×1 | |||
| BSTZ BlackRock Science and Technology Term Trust Common Shares of Beneficial Interest | $1.125 | 0,13% | 37.591 | $-37.618 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| Penerbit tidak dikenal (CUSIP: 71531T105) | $2.390 | 63.950 | 0,28% |
| CEG | $1.591 | 6.408 | 0,18% |
| MU | $1.144 | 991 | 0,13% |
| CLOI | $904 | 17.065 | 0,10% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $596 | 3.488 | 0,07% |
| ACYN | $526 | 25.300 | 0,06% |
| LULU | $522 | 4.568 | 0,06% |
| INTC | $413 | 2.964 | 0,05% |
| CSCO | $395 | 3.361 | 0,05% |
| RDDT | $350 | 2.010 | 0,04% |
| ABBV | $300 | 1.190 | 0,03% |
| GLW | $300 | 1.176 | 0,03% |
| QTUM | $268 | 1.645 | 0,03% |
| XLK | $267 | 1.409 | 0,03% |
| TXN | $241 | 810 | 0,03% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AMZN | Beli lebih banyak | +190K | -$200K |
| GOOG | Beli lebih banyak | +96K | -$89K |
| VIG | Beli lebih banyak | +79K | -$77K |
| AAPL | Beli lebih banyak | +75K | -$74K |
| RSP | Beli lebih banyak | +49K | -$51K |
35 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BYM | 31 Maret 2026 | 1.812 | $165.630 | Tidak lagi dilacak |
| AI | 31 Maret 2026 | 289 | $21.450 | 16,4% |
| RPRX | 30 Juni 2026 | 909 | $18.941 | 8,2% |
| HTGC | 31 Maret 2026 | 205 | $10.900 | 13,4% |
| BIRK | 31 Maret 2026 | 356 | $8.700 | 4,0% |
| AMT | 31 Maret 2026 | 1.176 | $6.632 | 1,2% |
| NVO | 31 Maret 2026 | 332 | $6.519 | 27,7% |
| RBLX | 31 Maret 2026 | 427 | $5.269 | -32,5% |
| FEZ | 30 Juni 2026 | 296 | $4.766 | Tidak lagi dilacak |
| GSK | 31 Maret 2026 | 225 | $4.559 | -5,2% |
| FISV | 30 Juni 2026 | 224 | $4.009 | 7,5% |
| NAC | 31 Des. 2025 | 320.013 | $3.680 | 0,1% |
| NAD | 31 Des. 2025 | 305.359 | $3.570 | -1,9% |
| TXRH | 30 Juni 2026 | 578 | $3.500 | 7,4% |
| AAXJ | 31 Maret 2026 | 210 | $2.256 | |
| SBAC | 31 Maret 2026 | 415 | $2.148 | 6,3% |
| WYNN | 31 Maret 2026 | 229 | $1.900 | -2,6% |
| OBDE | 31 Maret 2025 | 118.331 | $1.706 | Tidak lagi dilacak |
| GILD | 30 Juni 2025 | 13.533 | $1.516 | 33,9% |
| CHKP | 30 Juni 2026 | 214 | $1.500 | -1,4% |
| BABA | 30 Juni 2025 | 10.219 | $1.351 | 12,8% |
| MSI | 30 Juni 2025 | 2.827 | $1.238 | 14,0% |
| AMAT | 30 Juni 2026 | 371 | $1.086 | -31,6% |
| DRI | 30 Juni 2025 | 5.223 | $1.085 | 3,6% |
| FLEX | 30 Juni 2025 | 30.430 | $1.007 | 129,5% |
| LOW | 30 Juni 2025 | 4.159 | $970 | 0,6% |
| RGA | 30 Juni 2025 | 4.878 | $960 | 23,2% |
| PEP | 30 Juni 2025 | 6.296 | $944 | 7,5% |
| WM | 31 Maret 2026 | 201 | $914 | -1,3% |
| CMF | 31 Des. 2025 | 16.003 | $913 | Tidak lagi dilacak |
| ADP | 30 Juni 2025 | 2.972 | $908 | -10,3% |
| AMP | 30 Juni 2025 | 1.836 | $889 | 6,4% |
| TXN | 30 Juni 2025 | 4.942 | $888 | 29,9% |
| EMR | 30 Juni 2025 | 8.079 | $886 | 19,1% |
| CME | 30 Juni 2025 | 3.196 | $848 | -2,1% |
| ITW | 30 Juni 2025 | 3.402 | $844 | 16,8% |
| AMGN | 30 Juni 2025 | 2.686 | $837 | 57,2% |
| BKNG | 30 Juni 2025 | 181 | $832 | -96,3% |
| PNC | 30 Juni 2025 | 4.424 | $778 | 36,2% |
| PCAR | 30 Juni 2025 | 7.762 | $756 | 35,2% |
| CARR | 30 Juni 2025 | 11.874 | $753 | -15,9% |
| CL | 30 Juni 2025 | 7.906 | $741 | 2,1% |
| BMEZ | 30 Juni 2025 | 48.997 | $730 | 19,8% |
| OC | 30 Juni 2025 | 5.085 | $726 | 10,9% |
| UPS | 30 Juni 2025 | 6.596 | $725 | 2,9% |
| CDNS | 30 Juni 2025 | 2.750 | $699 | 2,4% |
| AYI | 30 Juni 2025 | 2.531 | $667 | 17,0% |
| A | 30 Juni 2025 | 5.610 | $656 | 30,8% |
| MCHP | 31 Maret 2025 | 11.351 | $651 | 60,1% |
| BKR | 30 Juni 2025 | 14.661 | $644 | 68,5% |
| OXY | 30 Juni 2025 | 13.010 | $642 | 43,6% |
| WDAY | 30 Juni 2025 | 2.733 | $638 | -18,3% |
| ECL | 30 Juni 2025 | 2.154 | $546 | 5,6% |
| NDMO | 31 Des. 2025 | 50.726 | $527 | -0,2% |
| ALL | 30 Juni 2025 | 2.489 | $515 | 32,4% |
| SOXL | 30 Sep. 2025 | 20.000 | $502 | Tidak lagi dilacak |
| NICE | 30 Juni 2025 | 3.070 | $473 | -40,2% |
| USMV | 30 Juni 2025 | 5.035 | $472 | Tidak lagi dilacak |
| KKR | 30 Sep. 2025 | 3.500 | $466 | -15,0% |
| ABBV | 30 Juni 2025 | 2.170 | $455 | 42,9% |
| BFB | 30 Juni 2025 | 13.384 | $454 | Tidak lagi dilacak |
| NCLH | 30 Juni 2025 | 23.149 | $439 | -12,5% |
| NXPI | 30 Juni 2025 | 2.240 | $426 | 4,4% |
| CAT | 30 Juni 2025 | 1.163 | $384 | 108,5% |
| ACGL | 30 Juni 2025 | 3.818 | $367 | 10,0% |
| ETHA | 31 Maret 2025 | 13.860 | $351 | |
| MRNA | 31 Des. 2025 | 13.274 | $343 | 357,5% |
| BND | 31 Des. 2025 | 4.339 | $323 | |
| VEA | 30 Juni 2025 | 5.900 | $300 | Tidak lagi dilacak |
| ESLT | 30 Juni 2026 | 212 | $250 | 1,5% |
| HTZ | 31 Des. 2025 | 36.627 | $249 | -59,7% |
| FCX | 31 Des. 2025 | 6.090 | $239 | 33,7% |
| JMUB | 31 Des. 2025 | 4.600 | $232 | Tidak lagi dilacak |
| DG | 30 Juni 2025 | 2.600 | $229 | 7,7% |
| XLK | 30 Juni 2025 | 1.090 | $225 | Tidak lagi dilacak |
| ODD | 31 Des. 2025 | 3.571 | $222 | -68,4% |
| UBER | 31 Des. 2025 | 2.265 | $222 | -7,0% |
| ON | 30 Sep. 2025 | 4.190 | $220 | 58,5% |
| EPD | 30 Juni 2025 | 6.355 | $217 | 23,9% |
| WFC | 31 Maret 2025 | 3.049 | $214 | 21,4% |
| WFC | 30 Sep. 2025 | 2.667 | $214 | 4,0% |
| ARKF | 31 Des. 2025 | 3.732 | $212 | Tidak lagi dilacak |
| HTGC | 30 Juni 2025 | 10.900 | $209 | -8,3% |
| NVO | 31 Maret 2025 | 2.420 | $208 | -32,4% |
| LULU | 31 Maret 2025 | 537 | $205 | -57,6% |
| DLY | 30 Juni 2025 | 12.517 | $202 | -10,0% |
| STWD | 30 Sep. 2025 | 9.999 | $201 | -14,4% |
| GBIL | 30 Juni 2025 | 2.000 | $200 | Tidak lagi dilacak |