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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 123 项
建仓 5
增持 21
减持 78
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SOXX
iShares PHLX SOX Semiconductor
+$2.1M
21,752
+0%
增持
QQQ
Invesco QQQ Trust Series 1
+$1.7M
30,245
+1%
减持
XBI
SPDR S&P Biotech
-$1.3M
278
-98%
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。
增持
VO
Vanguard Mid-Cap
+$709.4K
44,062
+5%
增持
PALL
Aberdeen Physical Palladium Shs ETF
-$678.5K
26,392
+3%
减持
IAU
iShares Gold Trust
+$615.7K
313,671
-2%
建仓
SANM
Sanmina Corporation
+$577.3K
9,465
建仓
ALB
Albemarle Corp
+$526.5K
2,382
减持
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary
+$492.3K
49,204
-0%
建仓
HAL
Halliburton Co
+$492.2K
15,557
增持
XME
SPDR Ser TR S&P Metals & Mining ETF
+$478.2K
106,588
+2%
清仓
GPN
Global Payments Inc
-$449.7K
0
-100%
清仓
—
Ranger Oil Corp A
-$425.8K
0
-100%
减持
COPX
Global X Copper Miners
+$403.8K
199,063
-3%
清仓
DIS
Walt Disney Co
-$401.4K
0
-100%
减持
IAK
iShares Dow Jones US Insurance Sector Index
-$322.7K
55,343
-0%
增持
FNDX
Schwab Fundamental US Large Company Index ETF
+$228.5K
132,546
+0%
增持
—
Leuthold Fds Inc Core
+$195.5K
260,691
+0%
减持
USFR
WisdomTree Floating Rate Treasury Fund
-$172.2K
59
-98%
增持
BRK/B
Berkshire Hathaway Inc Class B
+$158.7K
2,774
+23%
增持
—
Veritiv Corp
+$157.0K
8,308
+5%
增持
SPSM
SPDR Portfolio SmallCap
+$142.5K
80,562
+3%
减持
KRE
SPDR S&P Regional Banking
-$130.4K
4,424
-20%
增持
INTC
Intel Corp
+$113.5K
3,500
+11567%
减持
AAPL
Apple Inc
+$112.4K
9,990
-15%
减持
RSP
Invesco S&P 500 Equal Weight
-$106.5K
1,007
-44%
增持
ARB
AltShares Merger Arbitrage ETF
+$104.6K
148,358
+4%
减持
TBBK
The Bancorp Inc
-$103.7K
18,721
-15%
减持
AMZN
Amazoncom Inc
+$95.3K
5,851
-3%
增持
—
Championx Corp
+$84.8K
20,334
+26%
增持
—
Copa Holdings SA
+$79.5K
6,898
+3%
增持
DJP
iPath DJ-UBS Commodity
-$72.8K
146,969
+5%
增持
—
Chico's FAS Inc
+$70.2K
98,631
+3%
减持
MSFT
Microsoft Corp
-$63.8K
435
-45%
减持
SPHB
Invesco S&P 500 High Beta
-$62.6K
880
-56%
增持
NMIH
NMI Hldgs Inc
+$60.6K
26,285
+4%
减持
PNC
PNC Financial Service Corp
-$59.2K
1,150
-12%
减持
V
Visa Inc
-$58.9K
100
-74%
减持
UDR
UDR, Inc
-$53.4K
2,000
-43%
减持
NEE
NextEra Energy Inc
-$50.1K
4,166
-6%
减持
JNJ
Johnson & Johnson
-$43.1K
262
-45%
减持
PFE
Pfizer Inc
-$41.0K
199
-79%
减持
HD
Home Depot Inc
-$39.8K
154
-43%
减持
VUG
Vanguard Growth
+$38.2K
1,721
-6%
减持
LLY
Eli Lilly and Company
-$35.8K
469
-13%
减持
IHI
iShares US Medical Devices ETF
-$33.7K
1,191
-36%
清仓
CRWD
Crowdstrike Hldgs Inc Cl A
-$31.7K
0
-100%
减持
T
AT&T Inc
-$28.4K
2,356
-41%
减持
TPR
Tapestry Inc
-$26.7K
13,337
-16%
减持
UNH
UnitedHealth Group Inc
-$24.2K
135
-19%
减持
MOD
Modine Manufacturing Co
+$23.0K
22,792
-10%
减持
LIT
Global X Lithium ETF
-$22.6K
6,981
-12%
减持
ORCL
Oracle Corporation
-$22.4K
186
-62%
减持
WMT
Walmart Inc
-$22.1K
86
-65%
增持
SLB
Schlumberger NV
-$20.8K
10,671
+5%
清仓
COST
Costco Wholesale Corp
-$20.1K
0
-100%
增持
VIOV
Vanguard S&P Small-Cap 600 Value
-$20.0K
84,272
+94%
清仓
ADBE
Adobe Inc
-$19.9K
0
-100%
清仓
PBT
Permian Basin Royalty Trust
-$19.3K
0
-100%
减持
GOOGL
Alphabet Inc Class A
-$17.9K
440
-39%
建仓
—
Linde PLC
+$17.8K
50
增持
EXAS
EXACT Sciences Corp
+$17.5K
339
+205%
减持
HII
Huntington Ingalls Industries Inc
-$17.2K
729
-0%
减持
MRK
Merck & Co Inc
-$16.6K
328
-30%
减持
AMGN
Amgen Inc
-$16.3K
481
-5%
清仓
—
Linde PLC
-$16.3K
0
-100%
清仓
IBUY
Amplify Online Retail ETF
-$16.2K
0
-100%
减持
APAM
Artisan Partners Asset Management
-$13.7K
500
-50%
清仓
CRM
Salesforce Inc
-$13.7K
0
-100%
减持
JPM
JP Morgan Chase & Co
-$13.6K
1,116
-6%
减持
XLY
SPDR Consumer Discretionary Select Sector ETF
-$12.7K
716
-23%
减持
—
Chubb Limited
-$12.2K
152
-20%
减持
GOOG
Alphabet Inc Class C
-$11.7K
280
-39%
减持
UNP
Union Pacific Corp
-$11.7K
50
-52%
减持
DOW
Dow Inc
-$11.5K
250
-50%
减持
PYPL
PayPal Holdings Inc
-$11.2K
100
-62%
减持
PG
Procter & Gamble Co
-$10.5K
172
-28%
减持
CVS
CVS Health Corp
-$10.2K
172
-30%
减持
GD
General Dynamics Corporation
-$8.9K
113
-19%
清仓
HSBC
HSBC Holdings PLC
-$8.4K
0
-100%
减持
CEF
Sprott Physical Gold & Silver Tr Unit
-$8.2K
820
-38%
清仓
GSK
GSK PLC
-$6.9K
0
-100%
清仓
CSX
CSX Corporation
-$6.8K
0
-100%
减持
GEN
Gen Digital Inc
-$6.4K
250
-50%
增持
SCHX
Schwab US Large Cap ETF
+$6.2K
1,903
+0%
减持
CI
The Cigna Group
-$5.8K
24
-33%
减持
SPY
SPDR S&P 500 Trust
-$5.6K
114
-17%
减持
TRV
The Travelers Companies Inc
-$5.5K
50
-33%
减持
BDX
Becton, Dickinson and Company
-$5.5K
92
-17%
减持
PEP
Pepsico Incorporated
-$5.4K
136
-19%
减持
CMCSA
Comcast Corp A
-$5.2K
2,158
-13%
减持
NKE
Nike Inc Class B
-$4.8K
191
-21%
减持
BA
Boeing Co
-$4.7K
64
-33%
减持
CL
Colgate-Palmolive Co
-$4.6K
191
-21%
减持
EMN
Eastman Chemical Co
-$4.5K
120
-33%
减持
GS
Goldman Sachs Group Inc
-$4.5K
24
-33%
减持
SU
Suncor Energy Inc
-$4.5K
100
-58%
减持
DLN
WisdomTree LargeCap Dividend
-$3.9K
124
-33%
减持
CTSH
Cognizant Technology Solutions Corp
-$3.7K
150
-33%
减持
LMT
Lockheed Martin Corp
-$3.6K
47
-11%
减持
CSCO
Cisco Systems Inc
-$2.9K
150
-33%
清仓
KRP
Kimbell Rty Partners Lp Unit
-$2.9K
0
-100%
减持
WBD
Warner Bros Discovery Inc Series A
-$2.8K
170
-70%
减持
D
Dominion Energy Inc
-$2.7K
74
-33%
清仓
OTIS
Otis Worldwide Corp
-$2.7K
0
-100%
减持
—
NXP Semiconductors NV
-$2.5K
50
-33%
清仓
HLN
Haleon Plc Shs Adr
-$2.0K
0
-100%
清仓
—
Alcon Inc
-$1.9K
0
-100%
减持
QCOM
Qualcomm Incorporated
-$1.8K
48
-33%
减持
AVGO
Broadcom Inc
-$1.8K
19
-24%
减持
AMT
American Tower Corp
-$1.6K
48
-11%
建仓
—
US Steel Corp
+$1.4K
52
减持
NOW
ServiceNow Inc
-$1.2K
10
-33%
清仓
VTRS
Viatris Inc
-$1.0K
0
-100%
减持
—
Lam Research Corp
-$1.0K
10
-33%
减持
CCI
Crown Castle Inc
-$973
14
-33%
清仓
PDM
Piedmont Office Realty Trust Inc Cl A
-$697
0
-100%
减持
CARR
Carrier Global Corp
-$597
500
-12%
减持
CTVA
Corteva Inc
+$509
333
-0%
减持
VTV
Vanguard Value
-$395
175
-1%
减持
OGN
Organon & Co
-$185
10
-33%
减持
RSPS
Invesco S&P 500 Equal Weight Consumer Staples
-$37
435
-0%
减持
EMBC
Embecta Corp
-$31
16
-16%
