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Legend Financial Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Legend Financial Advisors, Inc.

报告期 2026-03-31 · CIK 0001781948

持仓数

38

前50大市值合计

$155.1M

报告期

2026-03-31

当前持仓调仓

前 38 大持仓

标的

类型

市值

股数

占比*

IAU ISHARES GOLD TR

ISHARES NEW

$15.5M

175,659

10.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$14.5M

25,061

9.3%

SOXX ISHARES TR

ISHARES SEMICDTR

$14.2M

43,273

9.2%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$10.7M

382,602

6.9%

VIOV VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL

$10.2M

99,795

6.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$10.2M

35,354

6.5%

DJP BARCLAYS BANK PLC

DJUBS CMDT ETN36

$9.6M

199,416

6.2%

LCR MANAGED PORTFOLIO SERIES

LEUTHOLD CORE ET

$9.4M

251,862

6.1%

IAK ISHARES TR

U.S. INSRNCE ETF

$7.1M

55,507

4.6%

XME SPDR SERIES TRUST

STATE STREET SPD

$7.1M

65,923

4.6%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$6.9M

125,166

4.4%

COPX GLOBAL X FDS

GLOBAL X COPPER

$6.7M

87,925

4.3%

ARB ALTSHARES TRUST

MERGER ARBITRAGE

$5.5M

187,349

3.5%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$3.2M

66,364

2.1%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$2.7M

44,116

1.7%

AAPL APPLE INC

COM

$2.6M

10,358

1.7%

MOD MODINE MFG CO

COM

$2.0M

9,185

1.3%

AMZN AMAZON COM INC

COM

$1.7M

7,951

1.1%

PAAS PAN AMERN SILVER CORP

COM

$1.6M

28,410

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.5M

3,159

1.0%

INTC INTEL CORP

COM

$1.2M

27,866

0.8%

— DLOCAL LTD

CLASS A COM

$1.1M

83,655

0.7%

EVR EVERCORE INC

CLASS A

$960.9K

3,219

0.6%

FSLR FIRST SOLAR INC

COM

$955.3K

4,843

0.6%

— CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES

$911.2K

9,707

0.6%

B BARRICK MNG CORP

COM SHS

$909.2K

22,289

0.6%

— COPA HOLDINGS SA

CL A

$908.5K

7,997

0.6%

FRDM EA SERIES TRUST

FREEDOM 100 EM

$850.6K

15,564

0.5%

TBBK BANCORP INC DEL

COM

$723.2K

13,459

0.5%

NMIH NMI HLDGS INC

COM

$702.4K

18,726

0.5%

ALV AUTOLIV INC

COM

$682.8K

6,493

0.4%

V VISA INC

COM CL A

$561.9K

1,859

0.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$444.4K

15,257

0.3%

FISV FISERV INC

COM

$381.9K

6,844

0.2%

PPL PPL CORP

COM

$323.6K

8,471

0.2%

NEE NEXTERA ENERGY INC

COM

$292.5K

3,149

0.2%

DCI DONALDSON INC

COM

$262.4K

3,092

0.2%

JPM JPMORGAN CHASE & CO

COM

$253.9K

863

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

48%前 6 大占比

IAU10.0%QQQ9.3%SOXX9.2%FNDX6.9%VIOV6.5%VO6.5%