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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 106 项
建仓 4
增持 59
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SOXX
ISHARES TR
+$1.9M
54,858
+202%
增持
COPX
GLOBAL X FDS
+$1.4M
213,239
+4%
增持
VO
VANGUARD INDEX FDS
+$1.3M
50,494
+4%
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
IAU
ISHARES GOLD TR
+$936.5K
290,865
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$918.6K
133,744
+2%
减持
IAK
ISHARES TR
+$907.6K
55,335
-1%
建仓
FSLR
FIRST SOLAR INC
+$758.8K
4,495
增持
INTC
INTEL CORP
+$757.3K
17,159
+155891%
建仓
—
EVEREST GROUP LTD
+$690.9K
1,738
减持
QQQ
INVESCO QQQ TR
+$647.8K
26,433
-2%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$636.0K
138,435
+2%
增持
—
LEUTHOLD FDS INC
+$514.0K
251,963
+1%
增持
DJP
BARCLAYS BANK PLC
+$352.2K
169,086
+5%
减持
MOD
MODINE MFG CO
-$330.6K
10,461
-53%
增持
ARB
ALTSHARES TRUST
+$272.9K
152,643
+5%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$271.8K
88,723
+4%
增持
AMZN
AMAZON COM INC
+$265.6K
6,342
+10%
增持
PEP
PEPSICO INC
+$231.0K
1,411
+1401%
减持
CRBG
COREBRIDGE FINL INC
+$220.4K
32,887
-2%
减持
AAPL
APPLE INC
-$195.1K
8,541
-1%
增持
SPSM
SPDR SER TR
+$190.5K
84,419
+3%
增持
XME
SPDR SER TR
+$174.9K
116,165
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$169.8K
2,703
-0%
增持
—
CHAMPIONX CORPORATION
+$162.2K
21,132
+4%
清仓
IAT
ISHARES TR
-$158.6K
0
-100%
减持
TPR
TAPESTRY INC
+$137.1K
13,313
-1%
减持
TBBK
BANCORP INC DEL
-$103.6K
17,820
-2%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$76.3K
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$70.9K
500
-50%
减持
RYAAY
RYANAIR HOLDINGS PLC
+$65.5K
5,914
-1%
增持
NMIH
NMI HLDGS INC
+$63.7K
21,433
+1%
减持
ALV
AUTOLIV INC
+$51.5K
6,127
-2%
减持
STBA
S & T BANCORP INC
-$51.0K
3,821
-26%
增持
MSFT
MICROSOFT CORP
+$50.3K
427
+24%
减持
PNC
PNC FINL SVCS GROUP INC
-$46.3K
595
-35%
清仓
GOOG
ALPHABET INC
-$39.5K
0
-100%
减持
UDR
UDR INC
-$39.2K
1,000
-50%
减持
GOOGL
ALPHABET INC
-$38.0K
100
-74%
增持
JPM
JPMORGAN CHASE & CO
+$33.4K
1,006
+2%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$32.5K
1,088
-50%
减持
MCD
MCDONALDS CORP
-$30.6K
42
-71%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$23.5K
0
-100%
增持
HD
HOME DEPOT INC
+$19.9K
154
+36%
增持
NEE
NEXTERA ENERGY INC
+$19.3K
4,166
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$18.7K
51
-46%
建仓
YUM
YUM BRANDS INC
+$18.2K
131
增持
UNH
UNITEDHEALTH GROUP INC
+$17.3K
134
+44%
增持
ORCL
ORACLE CORP
+$17.0K
189
+195%
增持
—
CHUBB LIMITED
+$16.4K
154
+48%
减持
PG
PROCTER AND GAMBLE CO
-$13.6K
71
-59%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$13.5K
0
-100%
清仓
DLB
DOLBY LABORATORIES INC
-$13.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$13.0K
133
-50%
增持
AVGO
BROADCOM INC
+$12.9K
19
+73%
增持
GD
GENERAL DYNAMICS CORP
+$11.9K
113
+47%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$11.3K
204
+155%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$11.1K
884
-13%
清仓
MGK
VANGUARD WORLD FD
-$10.4K
0
-100%
增持
KRE
SPDR SER TR
+$10.0K
432
+93%
增持
IHI
ISHARES TR
+$9.4K
592
+26%
增持
—
NXP SEMICONDUCTORS N V
+$8.5K
49
+206%
增持
EMN
EASTMAN CHEM CO
+$8.4K
120
+200%
增持
TRV
TRAVELERS COMPANIES INC
+$8.2K
49
+206%
增持
JNJ
JOHNSON & JOHNSON
+$8.2K
264
+23%
增持
UNP
UNION PAC CORP
+$8.1K
49
+206%
增持
CVS
CVS HEALTH CORP
+$8.0K
150
+200%
清仓
CTVA
CORTEVA INC
-$8.0K
0
-100%
增持
AMGN
AMGEN INC
+$7.7K
484
+7%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$7.2K
150
+200%
增持
CL
COLGATE PALMOLIVE CO
+$7.2K
189
+54%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.9K
24
+200%
增持
BA
BOEING CO
+$6.8K
65
+195%
增持
—
COPA HOLDINGS SA
-$6.5K
6,245
+1%
增持
BDX
BECTON DICKINSON & CO
+$6.4K
91
+38%
减持
PSX
PHILLIPS 66
-$6.4K
451
-25%
增持
CI
THE CIGNA GROUP
+$6.3K
24
+200%
减持
COP
CONOCOPHILLIPS
-$6.3K
733
-15%
增持
DLN
WISDOMTREE TR
+$6.2K
125
+198%
减持
IWF
ISHARES TR
+$6.2K
452
-6%
增持
—
LAM RESEARCH CORP
+$6.2K
8
+300%
增持
QCOM
QUALCOMM INC
+$6.0K
51
+183%
清仓
PFE
PFIZER INC
-$5.7K
0
-100%
清仓
GEN
GEN DIGITAL INC
-$5.7K
0
-100%
减持
IJT
ISHARES TR
-$5.5K
18
-71%
增持
CSCO
CISCO SYS INC
+$5.0K
150
+200%
增持
NOW
SERVICENOW INC
+$4.7K
8
+300%
增持
NKE
NIKE INC
+$4.4K
189
+54%
增持
LIT
GLOBAL X FDS
+$4.1K
216
+95%
减持
MRK
MERCK & CO INC
-$4.0K
185
-29%
增持
LMT
LOCKHEED MARTIN CORP
+$3.7K
47
+21%
增持
IJH
ISHARES TR
+$3.1K
590
+400%
建仓
FELC
FIDELITY COVINGTON TRUST
+$2.9K
99
增持
XBI
SPDR SER TR
+$2.8K
148
+17%
减持
IWO
ISHARES TR
-$2.6K
11
-50%
增持
D
DOMINION ENERGY INC
+$2.5K
76
+192%
增持
WMT
WALMART INC
+$2.0K
258
+200%
减持
SIVR
ABRDN SILVER ETF TRUST
-$1.9K
43
-66%
清仓
RING
ISHARES INC
-$1.9K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$1.5K
22
-37%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.5K
12
+200%
增持
CCI
CROWN CASTLE INC
+$1.0K
16
+167%
减持
CMCSA
COMCAST CORP NEW
-$955
1,473
-0%
减持
DBMF
LITMAN GREGORY FDS TR
-$829
25
-58%
清仓
PALL
ABRDN PALLADIUM ETF TRUST
-$607
0
-100%
增持
OGN
ORGANON & CO
+$121
8
+300%
增持
EMBC
EMBECTA CORP
+$26
12
+71%
