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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 114 项
建仓 9
增持 37
减持 37
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
PALL
Aberdeen Physical Palladium Shs ETF
-$3.1M
4,426
-83%
增持
VO
Vanguard Mid-Cap
+$1.1M
47,367
+8%
建仓
FISV
Fiserv Inc
+$1.0M
8,036
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
-$915.1K
296,973
-5%
减持
QQQ
Invesco QQQ Trust Series 1
+$657.5K
28,054
-7%
建仓
ALV
Autoliv Inc
+$527.8K
6,206
减持
FNDX
Schwab Fundamental US Large Company Index ETF
+$345.6K
132,449
-0%
减持
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary
+$319.0K
47,928
-3%
减持
VUG
Vanguard Growth ETF
-$315.3K
403
-77%
增持
IAK
iShares Dow Jones US Insurance Sector Index
+$293.2K
57,250
+3%
增持
MOD
Modine Manufacturing Co
+$228.5K
22,829
+0%
增持
DJP
iPath DJ-UBS Commodity
+$206.8K
158,638
+8%
减持
KRE
SPDR S&P Regional Banking
-$174.8K
470
-89%
增持
COPX
Global X Copper Miners
-$172.2K
200,093
+1%
减持
SOXX
iShares PHLX SOX Semiconductor
-$171.7K
18,730
-14%
减持
LIT
Global X Lithium ETF
-$161.1K
4,346
-38%
减持
AMZN
Amazoncom Inc
+$141.4K
5,721
-2%
增持
HAL
Halliburton Co
+$136.7K
19,063
+23%
建仓
IAT
iShares Dow Jones US Regional Banks
+$128.3K
3,790
减持
AAPL
Apple Inc
+$110.4K
9,062
-9%
增持
BRK/B
Berkshire Hathaway Inc Class B
+$96.9K
2,796
+1%
增持
XME
SPDR Ser TR S&P Metals & Mining ETF
+$91.8K
113,302
+6%
增持
SPSM
SPDR Portfolio SmallCap
+$90.2K
80,664
+0%
减持
—
Leuthold Fds Inc Core
+$90.1K
252,700
-3%
减持
VIOV
Vanguard S&P Small-Cap 600 Value
+$82.3K
83,889
-0%
增持
—
Championx Corp
+$80.4K
20,364
+0%
减持
TBBK
The Bancorp Inc
+$79.6K
18,406
-2%
增持
—
Veritiv Corp
-$77.9K
8,318
+0%
清仓
—
Premier Inc
-$74.0K
0
-100%
建仓
—
Invesco BulletShares 2023 Corporate Bond
+$68.9K
3,254
减持
NMIH
NMI Hldgs Inc
+$68.0K
25,366
-3%
清仓
VOO
Vanguard S&P 500
-$67.7K
0
-100%
减持
SPHB
Invesco S&P 500 High Beta
-$46.0K
204
-77%
减持
—
Copa Holdings SA
+$37.7K
6,102
-12%
增持
PNC
PNC Financial Service Corp
+$32.7K
1,420
+23%
减持
IHI
iShares US Medical Devices ETF
-$30.9K
592
-50%
增持
JPM
JP Morgan Chase & Co
+$27.1K
1,186
+6%
减持
SCHG
Schwab US Large Cap Growth
-$24.3K
9,062
-16%
清仓
EXAS
EXACT Sciences Corp
-$23.0K
0
-100%
减持
MGK
Vanguard Mega Cap Growth
-$21.5K
40
-74%
清仓
MGV
Vanguard Mega Cap Val
-$21.0K
0
-100%
减持
VEA
Vanguard Developed Markets Index Fund ETF
-$20.5K
96
-83%
减持
MSFT
Microsoft Corp
+$19.7K
426
-2%
清仓
BIL
SPDR Bloomberg 1-3 Month T-Bill
-$19.0K
0
-100%
增持
—
Chico's FAS Inc
-$14.5K
98,681
+0%
清仓
NSC
Norfolk Southern Corp
-$13.8K
0
-100%
建仓
FTSM
First Tr Enhanced Short Maturity
+$13.5K
227
减持
IJH
iShares Core S&P Mid-Cap ETF
-$13.2K
118
-33%
清仓
LHX
L3 Harris Technologies Inc
-$12.8K
0
-100%
清仓
NWBI
Northwest Bancshares Inc
-$12.7K
0
-100%
减持
LLY
Eli Lilly and Company
+$12.0K
369
-21%
清仓
WEC
WEC Energy Group Inc
-$11.8K
0
-100%
增持
HD
Home Depot Inc
+$11.7K
184
+19%
增持
CMCSA
Comcast Corp A
+$11.5K
2,245
+4%
减持
XBI
SPDR S&P Biotech
-$11.0K
122
-56%
增持
AVGO
Broadcom Inc
+$9.5K
25
+32%
清仓
VBR
Vanguard Small-Cap Value
-$8.9K
0
-100%
增持
JNJ
Johnson & Johnson
+$8.9K
299
+14%
减持
ARB
AltShares Merger Arbitrage ETF
-$8.9K
147,376
-1%
清仓
ES
Eversource Energy
-$8.8K
0
-100%
建仓
PAPR
Innovator S&P 500 Power Buffer ETF - April
+$8.7K
283
建仓
UAPR
Innovator S&P 500 Ultra Buffer ETF - April
+$8.7K
334
减持
T
AT&T Inc
-$8.6K
2,307
-2%
增持
SCHX
Schwab US Large Cap ETF
+$7.7K
1,904
+0%
减持
AMT
American Tower Corp
-$7.5K
12
-75%
清仓
VXF
Vanguard Extended Market Index
-$7.0K
0
-100%
增持
—
Chubb Limited
+$6.9K
189
+24%
增持
BA
Boeing Co
+$6.7K
96
+50%
减持
TPR
Tapestry Inc
-$6.4K
13,284
-0%
增持
SANM
Sanmina Corporation
-$6.2K
9,475
+0%
清仓
VOE
Vanguard Mid-Cap Value ETF
-$6.2K
0
-100%
增持
RSP
Invesco S&P 500 Equal Weight
+$5.7K
1,012
+0%
减持
VOT
Vanguard Mid-Cap Growth ETF
-$5.3K
66
-32%
减持
ALB
Albemarle Corp
+$5.1K
2,355
-1%
清仓
USB
US Bancorp
-$5.0K
0
-100%
增持
EMN
Eastman Chemical Co
+$4.9K
180
+50%
增持
—
Lam Research Corp
+$4.3K
15
+50%
增持
GD
General Dynamics Corporation
+$4.3K
140
+24%
减持
TGT
Target Corporation
-$4.3K
79
-11%
增持
CL
Colgate-Palmolive Co
+$4.2K
241
+26%
增持
AMGN
Amgen Inc
-$4.2K
505
+5%
清仓
CDNS
Cadence Design Systems Inc
-$4.0K
0
-100%
增持
CSCO
Cisco Systems Inc
+$3.8K
225
+50%
增持
GS
Goldman Sachs Group Inc
+$3.8K
36
+50%
增持
XLV
SPDR Health Care Select Sector
+$3.3K
30
+500%
增持
IJT
iShares S&P Small-Cap 600 Growth ETF
+$3.3K
106
+31%
清仓
VBK
Vanguard Small-Cap Growth
-$3.2K
0
-100%
清仓
MTUM
iShares MSCI USA Momentum Factor ETF
-$2.9K
0
-100%
建仓
SIVR
Aberdeen Std Silver ETF Tr Physical Silvr
+$2.8K
128
增持
CVS
CVS Health Corp
+$2.8K
225
+31%
清仓
DHR
Danaher Corp
-$2.5K
0
-100%
清仓
KR
Kroger Company
-$2.5K
0
-100%
减持
NEM
Newmont Corporation
-$2.4K
189
-11%
清仓
BMY
Bristol-Myers Squibb Company
-$2.3K
0
-100%
增持
LMT
Lockheed Martin Corp
+$2.2K
53
+13%
减持
UPS
United Parcel Service Inc
-$2.1K
38
-17%
清仓
URI
United Rentals Inc
-$2.0K
0
-100%
建仓
RING
iShares MSCI Global Gold Miners
+$1.8K
76
减持
INTC
Intel Corp
+$1.7K
3,470
-1%
清仓
EA
Electronic Arts Inc
-$1.7K
0
-100%
清仓
LEN
Lennar Corp Class A
-$1.7K
0
-100%
增持
D
Dominion Energy Inc
+$1.6K
111
+50%
清仓
BIO
Bio-Rad Laboratories Inc
-$1.4K
0
-100%
清仓
BIIB
Biogen Inc
-$1.4K
0
-100%
清仓
VSS
Vanguard FTSE All World ex-US Small-Cap
-$1.3K
0
-100%
清仓
SWKS
Skyworks Solutions Inc
-$1.3K
0
-100%
清仓
SNA
Snap-on Incorporated
-$988
0
-100%
增持
DBMF
iM DBi Managed Futures Strategy ETF
+$983
47
+292%
清仓
UTHR
United Therapeutics Corp
-$896
0
-100%
清仓
ABBV
AbbVie Inc
-$797
0
-100%
清仓
PHM
PulteGroup Inc
-$758
0
-100%
增持
SLB
Schlumberger NV
+$704
10,681
+0%
减持
WBD
Warner Bros Discovery Inc Series A
-$573
159
-6%
减持
EMBC
Embecta Corp
-$256
9
-44%
