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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 63
增持 46
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$1.2M
26,975
+2%
增持
DJP
BARCLAYS BANK PLC
+$426.7K
177,332
+5%
增持
AAPL
APPLE INC
+$413.5K
8,917
+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
V
VISA INC
+$407.3K
1,658
+1558%
增持
FNDX
SCHWAB STRATEGIC TR
+$355.3K
139,866
+5%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
-$353.1K
139,672
+1%
减持
SOXX
ISHARES TR
+$340.5K
51,632
-6%
减持
COPX
GLOBAL X FDS
-$313.6K
193,620
-9%
减持
—
LEUTHOLD FDS INC
-$299.9K
243,499
-3%
增持
INTC
INTEL CORP
+$255.6K
32,727
+91%
减持
FSLR
FIRST SOLAR INC
+$249.7K
4,473
-0%
建仓
DCI
DONALDSON INC
+$221.3K
3,092
增持
VO
VANGUARD INDEX FDS
-$210.7K
51,242
+1%
增持
IAK
ISHARES TR
-$201.5K
55,741
+1%
增持
ARB
ALTSHARES TRUST
+$189.1K
161,143
+6%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$169.5K
5,939
+0%
减持
IAU
ISHARES GOLD TR
+$152.1K
281,615
-3%
增持
PG
PROCTER AND GAMBLE CO
+$147.2K
963
+1256%
减持
XME
SPDR SER TR
-$131.7K
115,804
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$105.2K
204
-89%
增持
HAL
HALLIBURTON CO
-$93.0K
18,360
+1%
增持
TBBK
BANCORP INC DEL
+$91.0K
18,200
+2%
增持
AMZN
AMAZON COM INC
+$86.3K
6,366
+0%
增持
VIOV
VANGUARD ADMIRAL FDS INC
-$84.6K
92,748
+5%
增持
ALV
AUTOLIV INC
-$72.4K
6,220
+2%
增持
SLB
SCHLUMBERGER LTD
-$65.5K
10,837
+3%
增持
GOOGL
ALPHABET INC
+$54.1K
380
+280%
增持
TPR
TAPESTRY INC
-$51.4K
13,570
+2%
建仓
GOOG
ALPHABET INC
+$51.4K
280
减持
MOD
MODINE MFG CO
+$48.8K
10,426
-0%
增持
—
COPA HOLDINGS SA
-$46.8K
6,343
+2%
增持
—
CHAMPIONX CORPORATION
-$45.3K
21,472
+2%
增持
NMIH
NMI HLDGS INC
+$41.7K
21,587
+1%
建仓
SJM
SMUCKER J M CO
+$39.9K
366
增持
MRK
MERCK & CO INC
+$36.4K
490
+165%
清仓
VLO
VALERO ENERGY CORP
-$34.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$32.0K
151
+113%
建仓
NVO
NOVO-NORDISK A S
+$28.5K
200
建仓
PPG
PPG INDS INC
+$28.2K
224
减持
NEE
NEXTERA ENERGY INC
+$27.0K
4,141
-1%
增持
MCD
MCDONALDS CORP
+$25.7K
147
+250%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.7K
2,736
+1%
减持
RTX
RTX CORPORATION
-$23.5K
312
-44%
建仓
DDS
DILLARDS INC
+$23.3K
53
增持
SPY
SPDR S&P 500 ETF TR
+$22.1K
90
+76%
建仓
CSX
CSX CORP
+$22.1K
660
增持
PNC
PNC FINL SVCS GROUP INC
+$19.5K
744
+25%
增持
—
EVEREST GROUP LTD
-$18.4K
1,765
+2%
减持
PSX
PHILLIPS 66
-$17.3K
399
-12%
减持
JNJ
JOHNSON & JOHNSON
-$16.9K
170
-36%
减持
PEP
PEPSICO INC
-$15.9K
1,401
-1%
建仓
PFE
PFIZER INC
+$15.2K
544
增持
CRBG
COREBRIDGE FINL INC
+$15.1K
32,966
+0%
建仓
MGK
VANGUARD WORLD FD
+$12.6K
40
建仓
DLB
DOLBY LABORATORIES INC
+$11.9K
150
建仓
URNM
SPROTT FDS TR
+$11.9K
242
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.6K
983
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.4K
460
+156%
建仓
VB
VANGUARD INDEX FDS
+$11.3K
52
建仓
GLD
SPDR GOLD TR
+$11.2K
52
减持
ROK
ROCKWELL AUTOMATION INC
-$11.2K
187
-13%
增持
UPS
UNITED PARCEL SERVICE INC
+$10.9K
121
+218%
减持
AMGN
AMGEN INC
+$10.8K
475
-2%
减持
CMCSA
COMCAST CORP NEW
-$10.5K
1,363
-7%
减持
HD
HOME DEPOT INC
-$9.8K
143
-7%
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$9.7K
100
减持
T
AT&T INC
-$9.1K
1,648
-29%
建仓
WFC
WELLS FARGO CO NEW
+$9.1K
153
建仓
WCLD
WISDOMTREE TR
+$8.8K
280
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$8.8K
71
建仓
ARKK
ARK ETF TR
+$8.5K
193
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$8.3K
156
增持
BAC
BANK AMERICA CORP
+$7.9K
210
+1809%
建仓
DVN
DEVON ENERGY CORP NEW
+$7.9K
166
建仓
—
INTERNATIONAL SEAWAYS INC
+$7.9K
133
增持
XLK
SELECT SECTOR SPDR TR
+$7.8K
224
+9%
增持
LIT
GLOBAL X FDS
+$7.5K
444
+106%
建仓
MUR
MURPHY OIL CORP
+$7.2K
175
建仓
OIH
VANECK ETF TRUST
+$7.0K
22
建仓
TOL
TOLL BROTHERS INC
+$6.9K
60
建仓
BNO
UNITED STS BRENT OIL FD LP
+$6.8K
212
建仓
HRB
BLOCK H & R INC
+$6.7K
123
建仓
ARKG
ARK ETF TR
+$6.6K
281
增持
FINX
GLOBAL X FDS
+$6.4K
1,361
+36%
建仓
—
DISCOVER FINL SVCS
+$6.0K
46
建仓
—
DIANA SHIPPING INC
+$6.0K
2,089
建仓
XSD
SPDR SER TR
+$5.9K
24
减持
MSFT
MICROSOFT CORP
-$5.8K
389
-9%
增持
XBI
SPDR SER TR
+$5.6K
212
+43%
清仓
PBA
PEMBINA PIPELINE CORP
-$5.3K
0
-100%
建仓
NOBL
PROSHARES TR
+$5.3K
55
建仓
ALLY
ALLY FINL INC
+$5.2K
131
建仓
BYD
BOYD GAMING CORP
+$4.9K
89
减持
NKE
NIKE INC
-$4.7K
173
-8%
建仓
TJX
TJX COS INC NEW
+$4.6K
42
建仓
MAR
MARRIOTT INTL INC NEW
+$4.6K
19
减持
CVS
CVS HEALTH CORP
-$4.6K
125
-17%
增持
SPSM
SPDR SER TR
-$4.2K
87,387
+4%
增持
CVX
CHEVRON CORP NEW
+$4.2K
80
+51%
建仓
REMX
VANECK ETF TRUST
+$4.1K
97
减持
—
CHUBB LIMITED
-$3.9K
141
-8%
建仓
EEM
ISHARES TR
+$3.9K
92
增持
IHI
ISHARES TR
+$3.7K
685
+16%
清仓
SU
SUNCOR ENERGY INC NEW
-$3.7K
0
-100%
增持
GM
GENERAL MTRS CO
+$3.7K
173
+80%
建仓
GDX
VANECK ETF TRUST
+$3.6K
105
增持
—
UNITED STATES STL CORP NEW
+$3.4K
147
+183%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$3.4K
2
减持
IWF
ISHARES TR
+$3.3K
427
-6%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$3.3K
40
建仓
CFG
CITIZENS FINL GROUP INC
+$3.2K
89
建仓
JETS
ETF SER SOLUTIONS
+$3.2K
162
减持
UNH
UNITEDHEALTH GROUP INC
-$3.1K
124
-7%
建仓
GIII
G III APPAREL GROUP LTD
+$3.1K
116
建仓
GDXJ
VANECK ETF TRUST
+$3.0K
72
减持
UNP
UNION PAC CORP
-$2.8K
41
-16%
减持
BA
BOEING CO
-$2.7K
54
-17%
建仓
MCB
METROPOLITAN BK HLDG CORP
+$2.7K
64
减持
JPM
JPMORGAN CHASE & CO
-$2.7K
983
-2%
建仓
—
NORDSTROM INC
+$2.7K
125
减持
BDX
BECTON DICKINSON & CO
-$2.7K
85
-7%
建仓
SLV
ISHARES SILVER TR
+$2.6K
99
建仓
CNNE
CANNAE HLDGS INC
+$2.6K
141
增持
C
CITIGROUP INC
+$2.6K
101
+66%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$2.5K
125
-17%
建仓
TFC
TRUIST FINL CORP
+$2.5K
64
建仓
—
NABORS INDUSTRIES LTD
+$2.4K
34
增持
KRE
SPDR SER TR
+$2.4K
491
+14%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$2.4K
26
建仓
SLX
VANECK ETF TRUST
+$2.3K
35
减持
EMN
EASTMAN CHEM CO
-$2.2K
100
-17%
建仓
AEM
AGNICO EAGLE MINES LTD
+$2.2K
34
建仓
KSS
KOHLS CORP
+$2.2K
95
减持
TRV
TRAVELERS COMPANIES INC
-$2.1K
45
-8%
减持
AVGO
BROADCOM INC
+$2.1K
17
-11%
减持
PRU
PRUDENTIAL FINL INC
-$2.0K
33
-34%
建仓
—
ANGLOGOLD ASHANTI PLC
+$2.0K
78
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$1.7K
181
减持
GD
GENERAL DYNAMICS CORP
-$1.7K
104
-8%
建仓
CLB
CORE LABORATORIES INC
+$1.7K
85
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$1.7K
43
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$1.7K
19
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.6K
174
-21%
建仓
VTI
VANGUARD INDEX FDS
+$1.6K
6
建仓
ESPO
VANECK ETF TRUST
+$1.6K
24
建仓
LNC
LINCOLN NATL CORP IND
+$1.6K
51
减持
ORCL
ORACLE CORP
-$1.6K
157
-17%
减持
CSCO
CISCO SYS INC
-$1.5K
125
-17%
建仓
VOO
VANGUARD INDEX FDS
+$1.5K
3
减持
DLN
WISDOMTREE TR
-$1.5K
104
-17%
