小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 88
增持 37
减持 18
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
COPX
GLOBAL X FDS
-$1.7M
215,868
+2%
减持
SOXX
ISHARES TR
-$869.2K
50,014
-1%
增持
XME
SPDR SER TR
-$794.5K
124,406
+1%
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
—
BARRICK GOLD CORP
+$699.7K
45,143
增持
QQQ
INVESCO QQQ TR
+$634.5K
25,964
+0%
减持
HAL
HALLIBURTON CO
-$510.5K
840
-95%
增持
V
VISA INC
+$496.5K
1,658
+1558%
减持
IAU
ISHARES GOLD TR
-$486.7K
269,453
-3%
减持
SLB
SCHLUMBERGER LTD
-$432.3K
581
-95%
增持
AMZN
AMAZON COM INC
+$312.2K
8,029
+3%
增持
FSLR
FIRST SOLAR INC
-$310.1K
4,662
+3%
减持
IAK
ISHARES TR
-$232.3K
53,330
-1%
增持
FNDX
SCHWAB STRATEGIC TR
-$219.6K
408,425
+196%
建仓
DCI
DONALDSON INC
+$208.2K
3,092
增持
—
LEUTHOLD FDS INC
-$162.3K
241,083
+1%
增持
AAPL
APPLE INC
+$155.6K
7,982
+1%
减持
SPSM
SPDR SER TR
-$133.5K
85,131
-2%
增持
MOD
MODINE MFG CO
-$130.4K
9,929
+3%
减持
FISV
FISERV INC
+$128.6K
7,208
-4%
减持
HII
HUNTINGTON INGALLS INDS INC
-$123.9K
365
-50%
减持
INTC
INTEL CORP
-$122.4K
31,793
-2%
减持
PEP
PEPSICO INC
-$117.5K
711
-46%
减持
VO
VANGUARD INDEX FDS
-$116.8K
51,585
-1%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$92.2K
91,757
+0%
减持
NEE
NEXTERA ENERGY INC
-$82.2K
3,449
-11%
增持
PG
PROCTER AND GAMBLE CO
+$80.1K
582
+476%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$70.1K
2,946
+7%
清仓
IEFA
ISHARES TR
-$58.9K
0
-100%
增持
ARB
ALTSHARES TRUST
+$58.6K
160,666
+2%
建仓
MO
ALTRIA GROUP INC
+$52.3K
1,000
增持
CRBG
COREBRIDGE FINL INC
+$47.6K
25,764
+4%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$45.3K
136,817
-3%
建仓
ENB
ENBRIDGE INC
+$42.4K
1,000
增持
NMIH
NMI HLDGS INC
-$37.1K
18,684
+6%
建仓
WHR
WHIRLPOOL CORP
+$34.3K
300
建仓
NVDA
NVIDIA CORPORATION
+$33.6K
250
增持
PNC
PNC FINL SVCS GROUP INC
+$33.5K
744
+25%
增持
SCHG
SCHWAB STRATEGIC TR
+$28.3K
31,666
+286%
建仓
HASI
HA SUSTAINABLE INFRA CAP INC
+$26.8K
1,000
建仓
PPG
PPG INDS INC
+$26.8K
224
建仓
OMF
ONEMAIN HLDGS INC
+$26.1K
500
清仓
NVO
NOVO-NORDISK A S
-$23.8K
0
-100%
建仓
DDS
DILLARDS INC
+$22.9K
53
建仓
CSX
CSX CORP
+$21.3K
660
减持
TBBK
BANCORP INC DEL
-$17.0K
13,796
-1%
建仓
—
STAR BULK CARRIERS CORP
+$14.9K
1,000
增持
FINX
GLOBAL X FDS
+$14.5K
1,361
+36%
清仓
DOW
DOW INC
-$13.7K
0
-100%
增持
MRK
MERCK & CO INC
+$13.5K
490
+58%
增持
ALV
AUTOLIV INC
+$13.4K
6,344
+2%
建仓
GLD
SPDR GOLD TR
+$12.6K
52
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$11.5K
156
建仓
ARKK
ARK ETF TR
+$11.0K
193
建仓
WFC
WELLS FARGO CO NEW
+$10.7K
153
增持
VZ
VERIZON COMMUNICATIONS INC
+$10.5K
780
+70%
建仓
WCLD
WISDOMTREE TR
+$10.5K
280
建仓
UPS
UNITED PARCEL SERVICE INC
+$10.5K
83
增持
—
EVEREST GROUP LTD
-$10.4K
1,860
+6%
清仓
AGG
ISHARES TR
-$9.8K
0
-100%
建仓
URNM
SPROTT FDS TR
+$9.8K
242
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$8.9K
71
减持
COP
CONOCOPHILLIPS
-$8.8K
689
-6%
增持
BAC
BANK AMERICA CORP
+$8.8K
210
+1650%
增持
LIT
GLOBAL X FDS
+$8.7K
444
+106%
增持
PFE
PFIZER INC
+$8.7K
544
+173%
建仓
—
DISCOVER FINL SVCS
+$8.0K
46
增持
—
COPA HOLDINGS SA
-$7.7K
7,692
+6%
建仓
TOL
TOLL BROTHERS INC
+$7.6K
60
建仓
ARKG
ARK ETF TR
+$6.6K
281
建仓
HRB
BLOCK H & R INC
+$6.5K
123
建仓
BYD
BOYD GAMING CORP
+$6.5K
89
建仓
BNO
UNITED STS BRENT OIL FD LP
+$6.3K
212
建仓
OIH
VANECK ETF TRUST
+$6.0K
22
建仓
XSD
SPDR SER TR
+$6.0K
24
增持
KRE
SPDR SER TR
+$5.9K
491
+17%
建仓
DVN
DEVON ENERGY CORP NEW
+$5.4K
166
增持
DJP
BARCLAYS BANK PLC
+$5.3K
209,809
+1%
建仓
MAR
MARRIOTT INTL INC NEW
+$5.3K
19
建仓
MUR
MURPHY OIL CORP
+$5.3K
175
清仓
IWM
ISHARES TR
-$5.1K
0
-100%
建仓
TJX
TJX COS INC NEW
+$5.1K
42
建仓
—
UNITED STATES STL CORP NEW
+$5.0K
147
增持
GM
GENERAL MTRS CO
+$4.9K
173
+80%
建仓
—
INTERNATIONAL SEAWAYS INC
+$4.8K
133
建仓
ALLY
ALLY FINL INC
+$4.7K
131
增持
IHI
ISHARES TR
+$4.4K
685
+14%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$4.2K
2
建仓
XLK
SELECT SECTOR SPDR TR
+$4.2K
18
增持
XBI
SPDR SER TR
+$4.1K
218
+39%
建仓
JETS
ETF SER SOLUTIONS
+$4.1K
162
建仓
—
DIANA SHIPPING INC
+$4.1K
2,089
建仓
VKTX
VIKING THERAPEUTICS INC
+$4.0K
100
减持
IWF
ISHARES TR
+$3.9K
350
-4%
建仓
CVX
CHEVRON CORP NEW
+$3.9K
27
建仓
PRU
PRUDENTIAL FINL INC
+$3.9K
33
建仓
CFG
CITIZENS FINL GROUP INC
+$3.9K
89
建仓
EEM
ISHARES TR
+$3.8K
92
建仓
GIII
G III APPAREL GROUP LTD
+$3.8K
116
建仓
REMX
VANECK ETF TRUST
+$3.8K
97
建仓
MCB
METROPOLITAN BK HLDG CORP
+$3.7K
64
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$3.6K
40
建仓
GDX
VANECK ETF TRUST
+$3.6K
105
清仓
IFRA
ISHARES TR
-$3.3K
0
-100%
增持
C
CITIGROUP INC
+$3.3K
101
+66%
减持
ROK
ROCKWELL AUTOMATION INC
-$3.1K
130
-13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.1K
930
+0%
建仓
GDXJ
VANECK ETF TRUST
+$3.1K
72
建仓
—
NORDSTROM INC
+$3.0K
125
建仓
CNNE
CANNAE HLDGS INC
+$2.8K
141
建仓
TFC
TRUIST FINL CORP
+$2.8K
64
建仓
AEM
AGNICO EAGLE MINES LTD
+$2.7K
34
建仓
SLV
ISHARES SILVER TR
+$2.6K
99
减持
UAPR
INNOVATOR ETFS TRUST
-$2.4K
189
-31%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$2.2K
26
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$2.1K
181
建仓
SLX
VANECK ETF TRUST
+$2.0K
35
建仓
ESPO
VANECK ETF TRUST
+$2.0K
24
建仓
—
NABORS INDUSTRIES LTD
+$1.9K
34
建仓
JBLU
JETBLUE AWYS CORP
+$1.8K
235
建仓
—
ANGLOGOLD ASHANTI PLC
+$1.8K
78
建仓
VTI
VANGUARD INDEX FDS
+$1.8K
6
建仓
LUV
SOUTHWEST AIRLS CO
+$1.7K
50
建仓
LNC
LINCOLN NATL CORP IND
+$1.6K
51
建仓
VOO
VANGUARD INDEX FDS
+$1.6K
3
建仓
AAL
AMERICAN AIRLS GROUP INC
+$1.6K
92
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$1.6K
19
建仓
CLB
CORE LABORATORIES INC
+$1.5K
85
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$1.4K
43
建仓
XTN
SPDR SER TR
+$1.4K
16
建仓
VBR
VANGUARD INDEX FDS
+$1.4K
7
建仓
SCHB
SCHWAB STRATEGIC TR
+$1.4K
60
建仓
KSS
KOHLS CORP
+$1.3K
95
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$1.3K
31
增持
TRV
TRAVELERS COMPANIES INC
+$1.2K
45
+10%
建仓
FEM
FIRST TR EXCH TRD ALPHDX FD
+$1.2K
55
建仓
IWS
ISHARES TR
+$1.2K
9
建仓
ASGI
ABRDN GLOBAL INFRA INCOME FU
+$1.1K
64
建仓
ARKW
ARK ETF TR
+$972
9
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$888
14
建仓
SIL
GLOBAL X FDS
+$762
24
增持
—
LAM RESEARCH CORP
-$657
70
+900%
增持
VTV
VANGUARD INDEX FDS
+$601
184
+5%
建仓
STLD
STEEL DYNAMICS INC
+$570
5
建仓
WCC
WESCO INTL INC
+$543
3
建仓
VTRS
VIATRIS INC
+$523
42
清仓
SIVR
ABRDN SILVER ETF TRUST
-$476
0
-100%
建仓
SCHH
SCHWAB STRATEGIC TR
+$463
22
建仓
LQD
ISHARES TR
+$427
4
建仓
IPAY
AMPLIFY ETF TR
+$406
7
建仓
PAAS
PAN AMERN SILVER CORP
+$404
20
