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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 110 项
建仓 24
增持 30
减持 42
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VO
Vanguard Mid-Cap
+$8.5M
42,118
+15050%
增持
COPX
Global X Copper Miners
+$7.3M
206,096
+25662%
减持
LIT
Global X Lithium ETF
-$6.6M
7,956
-93%
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
KRE
SPDR S&P Regional Banking
-$6.4M
5,521
-95%
减持
SPHB
Invesco S&P 500 High Beta
-$5.3M
1,992
-98%
建仓
ARB
AltShares Merger Arbitrage ETF
+$3.7M
142,005
建仓
SPSM
SPDR Portfolio SmallCap
+$2.9M
78,449
减持
IHI
iShares U S Medical Devices ETF
-$2.7M
1,865
-97%
减持
PALL
Aberdeen Physical Palladium Shs ETF
-$1.0M
25,695
-2%
减持
IAU
iShares Gold Trust
+$889.8K
321,081
-1%
减持
XME
SPDR Ser TR S&P Metals & Mining ETF
+$753.7K
104,157
-0%
减持
FNDX
Schwab Fundamental US Large Company Index ETF
+$664.2K
131,942
-1%
减持
IAK
iShares Dow Jones US Insurance Sector Index
+$648.9K
55,373
-1%
减持
SOXX
iShares PHLX SOX Semiconductor
+$623.7K
21,685
-0%
减持
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary
+$610.4K
49,231
-1%
建仓
—
Copa Holdings SA
+$557.6K
6,704
建仓
SLB
Schlumberger NV
+$544.7K
10,189
建仓
MOD
Modine Manufacturing Co
+$502.4K
25,295
建仓
—
Chico's FAS Inc
+$472.3K
95,993
建仓
—
Championx Corp
+$466.8K
16,103
清仓
SBNY
Signature BK NY
-$410.3K
0
-100%
减持
VIOV
Vanguard S&P Small-Cap 600 Value
+$376.9K
43,463
-4%
清仓
PLAB
Photronics Inc
-$371.9K
0
-100%
减持
—
Leuthold Fds Inc Core
+$275.3K
260,403
-2%
减持
AMZN
Amazon com Inc
-$178.6K
6,060
-0%
减持
TPR
Tapestry Inc
+$144.6K
15,801
-2%
清仓
AGG
iShares Core US Aggregate Bond ETF
-$144.2K
0
-100%
减持
TBBK
The Bancorp Inc
+$131.5K
22,027
-2%
减持
AAPL
Apple Inc
-$119.8K
11,814
-1%
增持
BRK/B
Berkshire Hathaway Inc Class B
+$109.8K
2,259
+3%
减持
DJP
iPath DJ-UBS Commodity
+$104.9K
139,887
-0%
减持
—
Ranger Oil Corp A
+$93.0K
10,531
-0%
减持
VUG
Vanguard Growth
-$84.3K
1,835
-17%
减持
BSV
Vanguard Short-Term Bond Index ETF
-$61.9K
204
-80%
减持
XBI
SPDR S&P Biotech
+$56.6K
15,662
-0%
增持
JPM
JP Morgan Chase & Co
+$54.3K
1,187
+18%
增持
UNH
UnitedHealth Group Inc
+$51.1K
166
+127%
增持
MSFT
Microsoft Corp
+$48.8K
789
+31%
清仓
ITOT
iShares Core S&P Total US Stock Market
-$43.6K
0
-100%
增持
CMCSA
Comcast Corp A
+$43.0K
2,487
+66%
减持
GPN
Global Payments Inc
-$41.8K
4,528
-0%
增持
NEE
NextEra Energy Inc
+$40.7K
4,440
+5%
减持
DIS
Walt Disney Co
-$35.9K
4,620
-0%
增持
AMGN
Amgen Inc
+$35.0K
506
+17%
减持
QQQ
Invesco QQQ Trust Series 1
-$34.3K
29,972
-0%
增持
HD
Home Depot Inc
+$33.4K
270
+44%
增持
—
Chubb Limited
+$27.5K
189
+142%
增持
ORCL
Oracle Corporation
+$27.1K
485
+135%
增持
RSP
Invesco S&P 500 Equal Weight
+$25.9K
1,784
+0%
增持
BAC
Bank of America Corp
+$24.7K
756
+6773%
增持
MRK
Merck & Co Inc
+$24.5K
466
+47%
增持
JNJ
Johnson & Johnson
+$24.4K
474
+31%
增持
GD
General Dynamics Corporation
+$22.2K
140
+137%
增持
CVS
CVS Health Corp
+$20.9K
247
+1023%
增持
NKE
Nike Inc Class B
+$20.6K
241
+165%
建仓
BA
Boeing Co
+$18.3K
96
增持
PEP
Pepsico Incorporated
+$18.1K
167
+126%
增持
BDX
Becton, Dickinson and Company
+$16.2K
111
+106%
清仓
FBIN
Fortune Brands Home & Security Inc
-$16.1K
0
-100%
增持
UNP
Union Pacific Corp
+$15.9K
105
+250%
减持
BNY
Bank of New York Mellon Corp
-$15.9K
1,036
-37%
建仓
EMN
Eastman Chemical Co
+$14.7K
180
建仓
TRV
The Travelers Companies Inc
+$14.1K
75
减持
GOOGL
Alphabet Inc Class A
-$13.0K
720
-10%
建仓
CTSH
Cognizant Technology Solutions Corp
+$12.9K
225
减持
NMIH
NMI Hldgs Inc
+$12.8K
25,183
-0%
增持
CL
Colgate-Palmolive Co
+$12.6K
241
+165%
建仓
GS
Goldman Sachs Group Inc
+$12.4K
36
增持
LMT
Lockheed Martin Corp
+$12.3K
53
+51%
减持
COP
ConocoPhillips
-$12.1K
858
-23%
减持
VEA
Vanguard Developed Markets Index Fund ETF
-$12.1K
553
-43%
建仓
CI
Cigna Corp
+$11.9K
36
建仓
—
NXP Semiconductors NV
+$11.9K
75
建仓
DLN
WisdomTree LargeCap Dividend
+$11.5K
186
清仓
EMB
iShares JP Morgan USD Emerging Mrkts Bond ETF
-$11.1K
0
-100%
增持
AVGO
Broadcom Inc
+$10.9K
25
+257%
建仓
CSCO
Cisco Systems Inc
+$10.7K
225
减持
SCHG
Schwab US Large Cap Growth
-$9.5K
10,794
-1%
减持
LLY
Eli Lilly and Company
-$9.5K
538
-16%
建仓
QCOM
Qualcomm Incorporated
+$7.9K
72
建仓
D
Dominion Energy Inc
+$6.8K
111
建仓
—
Lam Research Corp
+$6.3K
15
清仓
ELAN
Elanco Animal Health Inc
-$6.2K
0
-100%
减持
V
Visa Inc
+$6.1K
392
-8%
清仓
BNDX
Vanguard Total International Bond Index ETF
-$6.0K
0
-100%
减持
BC
Brunswick Corp
-$5.9K
100
-50%
建仓
NOW
ServiceNow Inc
+$5.8K
15
减持
WBD
Warner Bros Discovery Inc Series A
-$5.7K
569
-41%
增持
SCHX
Schwab US Large Cap ETF
+$5.4K
1,902
+0%
减持
VWO
Vanguard FTSE Emerging Markets
-$4.6K
295
-33%
清仓
BGS
B&G Foods Inc
-$4.1K
0
-100%
增持
AMT
American Tower Corp
+$3.7K
54
+50%
建仓
MFC
Manulife Financial Corp
+$3.6K
200
清仓
BHC
Bausch Health Companies Inc
-$3.4K
0
-100%
清仓
—
Arconic Corporation
-$3.2K
0
-100%
减持
CEF
Sprott Physical Gold & Silver Tr Unit
-$2.9K
1,321
-23%
建仓
CCI
Crown Castle Inc
+$2.8K
21
减持
EXAS
EXACT Sciences Corp
-$2.8K
111
-56%
减持
INTC
Intel Corp
-$2.6K
30
-77%
减持
SU
Suncor Energy Inc
-$1.9K
240
-29%
减持
PBT
Permian Basin Royalty Trust
-$1.7K
767
-40%
增持
IJT
iShares S&P Small-Cap 600 Growth ETF
+$1.4K
81
+13%
减持
CVX
Chevron Corp
+$892
53
-12%
建仓
XLV
SPDR Health Care Select Sector
+$679
5
清仓
GPRO
GoPro Inc
-$493
0
-100%
建仓
DBMF
iM DBi Managed Futures Strategy ETF
+$349
12
清仓
—
Liberty Latin America Ltd Class C
-$246
0
-100%
清仓
BITO
Proshares TR Bitcoin Strat E
-$228
0
-100%
增持
OGN
Organon & Co
+$221
15
+67%
增持
EMBC
Embecta Corp
+$193
19
+90%
