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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 100 项
建仓 7
增持 23
减持 44
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
RSPD
INVESCO EXCHANGE TRADED FD T
-$936.2K
134,839
+181%
减持
SOXX
ISHARES TR
-$736.5K
18,504
-1%
建仓
CRBG
COREBRIDGE FINL INC
+$660.1K
33,421
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。
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$587.1K
6,040
增持
VO
VANGUARD INDEX FDS
-$457.9K
47,880
+1%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$428.0K
83,843
-0%
增持
IAU
ISHARES GOLD TR
-$404.4K
297,297
+0%
减持
QQQ
INVESCO QQQ TR
-$371.2K
27,891
-1%
增持
—
VERITIV CORP
+$365.5K
8,350
+0%
减持
AAPL
APPLE INC
-$280.7K
8,627
-5%
减持
COPX
GLOBAL X FDS
-$268.3K
199,540
-0%
减持
MOD
MODINE MFG CO
+$265.0K
22,269
-2%
增持
DJP
BARCLAYS BANK PLC
+$256.9K
158,880
+0%
减持
FNDX
SCHWAB STRATEGIC TR
-$255.2K
131,676
-1%
增持
IAK
ISHARES TR
+$242.2K
57,543
+1%
增持
—
CHICOS FAS INC
+$227.0K
100,922
+2%
减持
—
LEUTHOLD FDS INC
-$225.1K
251,068
-1%
建仓
BND
VANGUARD BD INDEX FDS
+$202.4K
2,900
增持
XME
SPDR SER TR
+$195.8K
113,405
+0%
减持
TPR
TAPESTRY INC
-$187.0K
13,271
-0%
减持
FISV
FISERV INC
-$163.6K
7,526
-6%
增持
SPSM
SPDR SER TR
-$147.0K
80,920
+0%
建仓
VTI
VANGUARD INDEX FDS
+$139.6K
657
增持
—
COPA HOLDINGS SA
-$128.1K
6,134
+1%
增持
ALB
ALBEMARLE CORP
-$117.4K
2,436
+3%
减持
INTC
INTEL CORP
-$115.6K
11
-100%
减持
HAL
HALLIBURTON CO
+$111.9K
18,291
-4%
减持
SLB
SCHLUMBERGER LTD
+$96.7K
10,658
-0%
减持
VUG
VANGUARD INDEX FDS
-$94.7K
71
-82%
增持
—
CHAMPIONX CORPORATION
+$93.7K
20,377
+0%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$89.3K
1,866
减持
NMIH
NMI HLDGS INC
-$82.2K
21,143
-17%
建仓
VXUS
VANGUARD STAR FDS
+$80.5K
1,505
减持
NEE
NEXTERA ENERGY INC
-$79.0K
4,016
-4%
减持
ARB
ALTSHARES TRUST
+$76.9K
145,926
-1%
增持
ALV
AUTOLIV INC
+$71.4K
6,210
+0%
增持
SANM
SANMINA CORPORATION
-$53.8K
9,530
+1%
清仓
BIV
Vanguard Intermediate Term Bond ETF
-$50.6K
0
-100%
减持
MSFT
MICROSOFT CORP
-$49.7K
302
-29%
减持
LIT
GLOBAL X FDS
-$48.6K
4,241
-2%
减持
CMCSA
COMCAST CORP NEW
-$37.5K
1,258
-44%
减持
JPM
JPMORGAN CHASE & CO
-$31.0K
976
-18%
减持
HD
HOME DEPOT INC
-$28.8K
94
-49%
减持
UNH
UNITEDHEALTH GROUP INC
-$28.1K
73
-46%
减持
TBBK
BANCORP INC DEL
+$23.4K
18,097
-2%
清仓
ORCL
Oracle Corporation
-$22.2K
0
-100%
减持
IWF
ISHARES TR
-$21.8K
482
-12%
清仓
BA
Boeing Co
-$20.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$20.2K
188
-37%
减持
—
CHUBB LIMITED
-$20.2K
78
-59%
减持
PALL
ABRDN PALLADIUM ETF TRUST
-$17.3K
4,226
-5%
减持
GD
GENERAL DYNAMICS CORP
-$17.1K
59
-58%
清仓
IEFA
iShares Core MSCI EAFE ETF
-$16.9K
0
-100%
减持
AVGO
BROADCOM INC
-$15.9K
7
-72%
清仓
IWD
iShares Russell 1000 Value ETF
-$15.8K
0
-100%
清仓
IWR
iShares Russell Mid-Cap ETF
-$15.8K
0
-100%
清仓
CVS
CVS Health Corp
-$15.6K
0
-100%
清仓
SPSB
SPDR Portfolio Short Term Corp Bd ETF
-$15.5K
0
-100%
清仓
BSV
Vanguard Short-Term Bond Index ETF
-$15.4K
0
-100%
清仓
EMN
Eastman Chemical Co
-$15.1K
0
-100%
减持
MRK
MERCK & CO INC
-$14.4K
228
-30%
建仓
GNRC
GENERAC HLDGS INC
+$13.6K
125
减持
PEP
PEPSICO INC
-$12.7K
74
-46%
减持
NKE
NIKE INC
-$12.4K
91
-52%
减持
CL
COLGATE PALMOLIVE CO
-$12.1K
91
-62%
清仓
CSCO
Cisco Systems Inc
-$11.6K
0
-100%
清仓
GS
Goldman Sachs Group Inc
-$11.6K
0
-100%
减持
IHI
ISHARES TR
-$10.7K
469
-21%
减持
BDX
BECTON DICKINSON & CO
-$10.3K
54
-41%
清仓
—
NXP Semiconductors NV
-$10.2K
0
-100%
清仓
UNP
Union Pacific Corp
-$10.2K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$10.1K
35
-34%
减持
SPHB
INVESCO EXCH TRADED FD TR II
-$10.0K
80
-61%
减持
SPY
SPDR S&P 500 ETF TR
-$9.8K
95
-17%
清仓
CTSH
Cognizant Technology Solutions Corp
-$9.8K
0
-100%
清仓
—
Lam Research Corp
-$9.6K
0
-100%
清仓
TRV
The Travelers Companies Inc
-$8.7K
0
-100%
减持
FMC
FMC CORP
-$8.5K
23
-76%
减持
KRE
SPDR SER TR
-$8.3K
262
-44%
清仓
DLN
WisdomTree LargeCap Dividend
-$7.9K
0
-100%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$7.5K
2,175
+400%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$7.4K
1,016
+0%
清仓
CI
The Cigna Group
-$6.7K
0
-100%
清仓
LQD
iShares iBoxx Investment Grade Corporate Bond ETF
-$5.9K
0
-100%
清仓
D
Dominion Energy Inc
-$5.7K
0
-100%
清仓
QCOM
Qualcomm Incorporated
-$5.7K
0
-100%
清仓
NOW
ServiceNow Inc
-$5.6K
0
-100%
减持
AMGN
AMGEN INC
+$4.3K
433
-14%
增持
SCHX
SCHWAB STRATEGIC TR
-$3.3K
1,905
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.2K
2,731
-2%
清仓
AMT
American Tower Corp
-$2.3K
0
-100%
清仓
CCI
Crown Castle Inc
-$1.6K
0
-100%
增持
XBI
SPDR SER TR
-$949
126
+3%
增持
AMZN
AMAZON COM INC
-$740
5,861
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$529
420
+900%
增持
XLV
SELECT SECTOR SPDR TR
+$524
35
+17%
增持
DBMF
LITMAN GREGORY FDS TR
+$435
60
+28%
增持
IJT
ISHARES TR
+$430
115
+8%
清仓
OGN
Organon & Co
-$208
0
-100%
减持
EMBC
EMBECTA CORP
-$149
3
-67%
