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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
$155.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 150 项
建仓 112
增持 6
减持 16
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
ARKK
ARK ETF TR
-$18.4M
0
-100%
清仓
ARKG
ARK ETF TR
-$16.2M
0
-100%
减持
QQQ
Invesco QQQ Trust Series 1
-$12.8M
29,992
-48%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IAU
iShares Gold Trust
-$11.6M
324,022
-50%
清仓
SWAN
AT&T INC
-$9.8M
0
-100%
减持
SOXX
iShares PHLX SOX Semiconductor
-$9.4M
21,719
-41%
减持
COPX
Global X Copper Miners
-$8.9M
800
-100%
建仓
—
Leuthold Fds Inc Core
+$7.3M
264,421
建仓
FNDX
Schwab Fundamental US Large Company Index ETF
+$6.4M
133,727
增持
LIT
Global X Lithium ETF
+$6.0M
106,806
+704%
建仓
SPHB
Invesco S&P 500 High Beta
+$5.4M
94,448
建仓
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary
+$5.2M
49,500
建仓
DJP
iPath DJ-UBS Commodity
+$4.6M
140,100
建仓
IAK
iShares Dow Jones US Insurance Sector Index
+$4.4M
55,788
清仓
SLX
VANECK ETF TRUST
-$3.5M
0
-100%
减持
PALL
Aberdeen Physical Palladium Shs ETF
-$2.5M
26,160
-40%
增持
VIOV
Vanguard S&P Small-Cap 600 Value
+$2.2M
45,170
+84%
增持
IHI
iShares US Medical Devices ETF
+$2.1M
58,488
+453%
增持
KRE
SPDR S&P Regional Banking
+$1.6M
113,857
+50%
减持
XME
SPDR Ser TR S&P Metals & Mining ETF
-$1.5M
104,363
-27%
建仓
XBI
SPDR S&P Biotech
+$1.2M
15,675
清仓
—
MR COOPER GROUP INC
-$1.2M
0
-100%
减持
CARR
Carrier Global Corp
-$1.0M
569
-97%
清仓
FNV
FRANCO NEV CORP
-$938.0K
0
-100%
清仓
—
HIBBETT INC
-$744.0K
0
-100%
减持
BC
Brunswick Corp
-$727.9K
200
-97%
清仓
UFPI
UFP INDUSTRIES INC
-$672.0K
0
-100%
减持
—
Veritiv Corp
-$595.2K
7,935
-48%
清仓
PKX
POSCO
-$566.0K
0
-100%
清仓
DE
DEERE & CO
-$527.0K
0
-100%
增持
AMZN
Amazon com Inc
-$517.4K
6,085
+691%
建仓
NMIH
NMI Hldgs Inc
+$513.5K
25,208
建仓
TBBK
The Bancorp Inc
+$493.6K
22,457
建仓
GPN
Global Payments Inc
+$491.5K
4,549
建仓
TPR
Tapestry Inc
+$457.1K
16,078
增持
SCHG
Schwab US Large Cap Growth
-$447.8K
10,916
+53%
建仓
DIS
Walt Disney Co
+$437.3K
4,636
清仓
DKS
DICKS SPORTING GOODS INC
-$412.0K
0
-100%
清仓
MYRG
MYR GROUP INC DEL
-$412.0K
0
-100%
建仓
SBNY
Signature BK NY
+$410.3K
2,717
减持
VUG
Vanguard Growth
-$389.6K
2,222
-25%
减持
FINX
Global X Fintech
-$381.7K
1,000
-88%
建仓
PLAB
Photronics Inc
+$371.9K
25,438
清仓
WCLD
WISDOMTREE TR
-$366.0K
0
-100%
建仓
—
Ranger Oil Corp A
+$332.7K
10,580
建仓
NEE
NextEra Energy Inc
+$330.5K
4,215
清仓
—
ISHARES TR
-$257.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$242.0K
0
-100%
清仓
CLIX
PROSHARES TR
-$237.0K
0
-100%
建仓
LLY
Eli Lilly and Company
+$206.3K
638
减持
TAN
Invesco Solar ETF
-$175.5K
441
-83%
建仓
USFR
WisdomTree Floating Rate Treasury Fund
+$175.2K
3,485
建仓
HII
Huntington Ingalls Industries Inc
+$161.5K
730
建仓
UDR
UDR, Inc
+$146.0K
3,500
建仓
AGG
iShares Core US Aggregate Bond ETF
+$144.2K
1,497
建仓
MSFT
Microsoft Corp
+$140.4K
604
减持
AAPL
Apple Inc
-$137.2K
11,974
-5%
建仓
XLY
SPDR Consumer Discretionary Select Sector ETF
+$132.1K
927
建仓
AWK
American Water Works Company Inc
+$130.2K
1,000
减持
BRK/B
Berkshire Hathaway Inc Class B
-$119.0K
2,202
-15%
建仓
IWF
iShares Russell 1000 Growth ETF
+$114.7K
545
建仓
COP
ConocoPhillips
+$113.4K
1,108
建仓
JPM
JP Morgan Chase & Co
+$104.7K
1,003
建仓
AMGN
Amgen Inc
+$97.6K
434
减持
RSP
Invesco S&P 500 Equal Weight
-$93.7K
1,777
-17%
建仓
SCHX
Schwab US Large Cap ETF
+$80.5K
1,901
建仓
—
Premier Inc
+$77.6K
2,286
建仓
BSV
Vanguard Short-Term Bond Index ETF
+$77.2K
1,032
建仓
GOOGL
Alphabet Inc Class A
+$76.5K
800
建仓
V
Visa Inc
+$75.3K
424
减持
STBA
S&T Bancorp Inc 0F Indiana Penn
-$68.8K
5,194
-31%
建仓
RSPS
Invesco S&P 500 Equal Weight Consumer Staples
+$66.9K
436
建仓
IVV
iShares Core S&P 500
+$66.3K
185
建仓
BNY
Bank of New York Mellon Corp
+$63.0K
1,636
建仓
T
AT&T Inc
+$61.4K
4,004
建仓
JNJ
Johnson & Johnson
+$59.3K
363
建仓
VOO
Vanguard S&P 500
+$59.1K
180
建仓
EXPD
Expeditors International of Wash
+$53.0K
600
建仓
VO
Vanguard Mid-Cap
+$52.3K
278
建仓
HD
Home Depot Inc
+$51.9K
188
建仓
CRWD
Crowdstrike Hldgs Inc Cl A
+$49.6K
301
建仓
BIV
Vanguard Intermediate Term Bond
+$49.5K
673
建仓
SPY
SPDR S&P 500 Trust
+$48.7K
138
建仓
PSX
Phillips 66
+$48.5K
601
建仓
ROK
Rockwell Automation Inc
+$46.2K
215
建仓
RTX
Raytheon Technologies Corp
+$46.0K
562
建仓
GOOG
Alphabet Inc Class C
+$44.2K
460
建仓
CMCSA
Comcast Corp A
+$44.0K
1,500
建仓
ITOT
iShares Core S&P Total US Stock Market
+$43.6K
548
建仓
PFE
Pfizer Inc
+$41.9K
958
建仓
IJH
iShares Core S&P Mid-Cap ETF
+$38.6K
176
建仓
UNH
UnitedHealth Group Inc
+$36.9K
73
建仓
IWM
iShares Russell 2000 ETF
+$36.6K
222
建仓
VEA
Vanguard Developed Markets Index Fund ETF
+$35.3K
972
建仓
MCD
McDonald's Corporation
+$33.0K
143
建仓
WMT
Walmart Inc
+$31.8K
245
建仓
MET
MetLife Inc
+$30.4K
500
建仓
PG
Procter & Gamble Co
+$30.0K
238
建仓
GSLC
Goldman Sachs Activebeta US LC ETF
+$28.6K
403
建仓
MA
Mastercard Inc
+$28.4K
100
建仓
MRK
Merck & Co Inc
+$27.1K
316
建仓
APAM
Artisan Partners Asset Management
+$26.9K
1,000
建仓
QSR
Restaurant Brands International Inc
+$26.6K
500
建仓
CEF
Sprott Physical Gold & Silver Tr Unit
+$26.5K
1,705
建仓
MGK
Vanguard Mega Cap Growth
+$26.3K
151
建仓
LOW
Lowe's Companies Inc
+$26.1K
139
建仓
PAYX
Paychex Inc
+$25.8K
230
建仓
DUK
Duke Energy Corp
+$24.7K
266
建仓
XLK
SPDR Technology Select Sector
+$24.5K
206
建仓
—
Accenture PLC
+$23.4K
91
建仓
PYPL
PayPal Holdings Inc
+$22.7K
264
建仓
DOW
Dow Inc
+$22.0K
500
建仓
VTV
Vanguard Value
+$21.6K
176
建仓
VLO
Valero Energy Corp
+$21.4K
200
建仓
PBT
Permian Basin Royalty Trust
+$21.0K
1,288
建仓
COST
Costco Wholesale Corp
+$20.8K
44
建仓
CTVA
Corteva Inc
+$19.0K
334
建仓
BIL
SPDR Bloomberg 1-3 Month T-Bill
+$19.0K
207
建仓
MGV
Vanguard Mega Cap Val
+$18.7K
208
建仓
ADP
Automatic Data Processing Inc
+$16.7K
74
建仓
VOT
Vanguard Mid-Cap Growth ETF
+$16.5K
97
建仓
IBUY
Amplify Online Retail ETF
+$16.4K
416
建仓
ADBE
Adobe Inc
+$16.2K
59
建仓
FBIN
Fortune Brands Home & Security Inc
+$16.1K
300
建仓
VWO
Vanguard FTSE Emerging Markets
+$16.1K
440
建仓
SPSB
SPDR Portfolio Short Term Corp Bd ETF
+$15.3K
525
建仓
ADI
Analog Devices Inc
+$15.3K
110
建仓
ABT
Abbott Laboratories
+$15.2K
157
建仓
TXN
Texas Instruments Inc
+$15.0K
97
建仓
IJS
iShares S&P Small-Cap 600 Value
+$14.8K
180
建仓
CRM
Salesforce Inc
+$14.8K
103
建仓
NWBI
Northwest Bancshares Inc
+$14.3K
1,055
建仓
—
Chubb Limited
+$14.2K
78
建仓
NSC
Norfolk Southern Corp
+$13.6K
65
建仓
IWD
iShares Russell 1000 Value ETF
+$13.6K
100
建仓
ITW
Illinois Tool Works Inc
+$13.5K
75
建仓
LMT
Lockheed Martin Corp
+$13.5K
35
建仓
LHX
L3 Harris Technologies Inc
+$13.5K
65
建仓
—
Linde PLC
+$13.5K
50
建仓
IWR
iShares Russell Mid-Cap ETF
+$13.4K
216
建仓
IEMG
iShares Core MSCI Emerging Markets
+$13.4K
312
建仓
IEFA
iShares Core MSCI EAFE
+$13.2K
251
建仓
TGT
Target Corporation
+$13.2K
89
建仓
IWO
iShares Russell 2000 Growth ETF
+$13.0K
63
建仓
AFL
AFLAC Inc
+$12.8K
227
建仓
ORCL
Oracle Corporation
+$12.6K
206
建仓
GD
General Dynamics Corporation
+$12.5K
59
建仓
PEP
Pepsico Incorporated
+$12.1K
74
建仓
BDX
Becton, Dickinson and Company
+$12.0K
54
建仓
—
BlackRock Inc
+$11.6K
21
