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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 118
增持 11
减持 18
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
LCR
MANAGED PORTFOLIO SERIES
+$9.1M
252,081
清仓
—
LEUTHOLD FDS INC
-$8.3M
0
-100%
增持
SOXX
ISHARES TR
+$3.0M
56,025
+2%
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
QQQ
INVESCO QQQ TR
+$1.8M
25,480
-2%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$1.4M
117,485
+11%
减持
XME
SPDR SERIES TRUST
+$1.3M
123,205
-2%
减持
COPX
GLOBAL X FDS
+$1.1M
206,983
-1%
建仓
B
BARRICK MNG CORP
+$931.5K
44,740
建仓
PAAS
PAN AMERN SILVER CORP
+$883.0K
31,091
清仓
—
BARRICK GOLD CORP
-$877.6K
0
-100%
建仓
—
NOMAD FOODS LTD
+$685.2K
40,327
增持
AAPL
APPLE INC
+$528.8K
11,211
+41%
减持
V
VISA INC
-$474.2K
301
-82%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$449.5K
128,526
+0%
减持
IAU
ISHARES GOLD TR
-$433.7K
219,061
-8%
减持
VO
VANGUARD INDEX FDS
-$313.0K
29,282
-11%
减持
DJP
BARCLAYS BANK PLC
-$307.1K
196,620
-1%
减持
FNDX
SCHWAB STRATEGIC TR
+$277.0K
382,532
-1%
减持
IAK
ISHARES TR
-$273.1K
50,879
-1%
增持
AMZN
AMAZON COM INC
+$264.1K
8,138
+2%
减持
SPSM
SPDR SERIES TRUST
-$241.1K
44,433
-15%
增持
EVR
EVERCORE INC
+$230.2K
3,206
+1%
清仓
DCI
DONALDSON INC
-$207.3K
0
-100%
建仓
WDAY
WORKDAY INC
+$206.2K
859
增持
FSLR
FIRST SOLAR INC
+$189.5K
4,754
+1%
减持
MOD
MODINE MFG CO
+$183.6K
9,643
-3%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$168.2K
926
建仓
XLY
SELECT SECTOR SPDR TR
+$155.6K
716
减持
ALV
AUTOLIV INC
+$149.0K
6,379
-0%
增持
—
COPA HOLDINGS SA
+$137.3K
7,741
+0%
增持
ARB
ALTSHARES TRUST
+$133.9K
174,436
+2%
建仓
PNC
PNC FINL SVCS GROUP INC
+$129.6K
695
建仓
STBA
S & T BANCORP INC
+$127.6K
3,374
增持
XLE
SELECT SECTOR SPDR TR
-$102.5K
19,457
+4%
建仓
IWF
ISHARES TR
+$96.0K
226
建仓
BNY
BANK NEW YORK MELLON CORP
+$94.4K
1,036
减持
VIOV
VANGUARD ADMIRAL FDS INC
+$89.3K
96,376
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$85.3K
24,564
-3%
减持
NMIH
NMI HLDGS INC
+$80.8K
18,003
-4%
建仓
AMGN
AMGEN INC
+$80.0K
287
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$75.4K
1,700
建仓
MSFT
MICROSOFT CORP
+$68.6K
138
建仓
GOOGL
ALPHABET INC
+$67.0K
380
减持
CRBG
COREBRIDGE FINL INC
+$65.8K
24,901
-4%
建仓
COP
CONOCOPHILLIPS
+$61.8K
689
建仓
MO
ALTRIA GROUP INC
+$58.6K
1,000
建仓
OMF
ONEMAIN HLDGS INC
+$57.0K
1,000
建仓
MA
MASTERCARD INCORPORATED
+$56.2K
100
减持
TBBK
BANCORP INC DEL
+$55.6K
13,831
-0%
建仓
NVDA
NVIDIA CORPORATION
+$55.3K
350
建仓
VZ
VERIZON COMMUNICATIONS INC
+$55.2K
1,276
建仓
WHR
WHIRLPOOL CORP
+$50.7K
500
建仓
GOOG
ALPHABET INC
+$49.7K
280
建仓
T
AT&T INC
+$47.7K
1,648
建仓
ENB
ENBRIDGE INC
+$45.3K
1,000
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$44.2K
800
建仓
PSX
PHILLIPS 66
+$41.8K
350
建仓
MET
METLIFE INC
+$40.2K
500
建仓
SPY
SPDR S&P 500 ETF TR
+$39.8K
64
建仓
ROK
ROCKWELL AUTOMATION INC
+$38.9K
117
建仓
GNRC
GENERAC HLDGS INC
+$35.8K
250
建仓
IHI
ISHARES TR
+$35.5K
567
增持
—
EVEREST GROUP LTD
-$35.0K
1,895
+1%
建仓
ORCL
ORACLE CORP
+$34.3K
157
建仓
FINX
GLOBAL X FDS
+$34.2K
1,000
建仓
QSR
RESTAURANT BRANDS INTL INC
+$33.1K
500
建仓
CMCSA
COMCAST CORP NEW
+$32.8K
919
建仓
RSPS
INVESCO EXCHANGE TRADED FD T
+$32.6K
1,088
建仓
MCD
MCDONALDS CORP
+$31.9K
109
建仓
VUG
VANGUARD INDEX FDS
+$31.1K
71
建仓
VTV
VANGUARD INDEX FDS
+$30.9K
175
建仓
PEP
PEPSICO INC
+$28.5K
216
建仓
HD
HOME DEPOT INC
+$27.9K
76
建仓
AVGO
BROADCOM INC
+$27.6K
100
建仓
HASI
HA SUSTAINABLE INFRA CAP INC
+$26.9K
1,000
建仓
MLPA
GLOBAL X FDS
+$25.1K
500
建仓
KRE
SPDR SERIES TRUST
+$25.0K
420
建仓
MRK
MERCK & CO INC
+$24.6K
310
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$24.3K
808
减持
INTC
INTEL CORP
-$22.7K
30,659
-2%
建仓
—
FLEX LNG LTD
+$22.0K
1,000
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$20.9K
133
建仓
QTEC
FIRST TR EXCHANGE-TRADED FD
+$20.0K
94
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$19.9K
204
建仓
YUM
YUM BRANDS INC
+$19.4K
131
建仓
VOT
VANGUARD INDEX FDS
+$18.8K
66
建仓
FCOM
FIDELITY COVINGTON TRUST
+$18.3K
283
建仓
CARR
CARRIER GLOBAL CORPORATION
+$18.3K
250
建仓
—
CHUBB LIMITED
+$18.3K
63
建仓
XBI
SPDR SERIES TRUST
+$18.1K
218
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$17.5K
65
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$17.1K
420
建仓
MPC
MARATHON PETE CORP
+$16.3K
98
建仓
PG
PROCTER AND GAMBLE CO
+$16.0K
101
建仓
UNH
UNITEDHEALTH GROUP INC
+$15.9K
51
建仓
SCHX
SCHWAB STRATEGIC TR
+$14.9K
611
建仓
MGK
VANGUARD WORLD FD
+$14.6K
40
建仓
IJR
ISHARES TR
+$14.2K
130
建仓
GS
GOLDMAN SACHS GROUP INC
+$14.2K
20
建仓
GD
GENERAL DYNAMICS CORP
+$13.1K
45
建仓
MS
MORGAN STANLEY
+$12.3K
87
建仓
BA
BOEING CO
+$11.3K
54
建仓
DLB
DOLBY LABORATORIES INC
+$11.2K
150
建仓
—
TIDAL TR II
+$11.1K
500
建仓
—
CHECK POINT SOFTWARE TECH LT
+$11.1K
50
建仓
TRV
TRAVELERS COMPANIES INC
+$11.0K
41
建仓
BITO
PROSHARES TR
+$10.8K
500
建仓
SMCY
TIDAL TR II
+$10.6K
500
建仓
PAPR
INNOVATOR ETFS TRUST
+$10.6K
283
建仓
—
ACCENTURE PLC IRELAND
+$10.2K
34
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$9.8K
125
建仓
JNJ
JOHNSON & JOHNSON
+$9.6K
63
建仓
UNP
UNION PAC CORP
+$9.4K
41
建仓
—
TIDAL TR II
+$9.1K
1,000
建仓
—
NXP SEMICONDUCTORS N V
+$9.0K
41
建仓
CSCO
CISCO SYS INC
+$8.7K
125
建仓
SNOY
TIDAL TR II
+$8.6K
500
建仓
CVS
CVS HEALTH CORP
+$8.6K
125
建仓
DLN
WISDOMTREE TR
+$8.5K
104
建仓
LIT
GLOBAL X FDS
+$8.3K
216
建仓
EMN
EASTMAN CHEM CO
+$7.5K
100
建仓
CL
COLGATE PALMOLIVE CO
+$7.5K
82
建仓
FAD
FIRST TR EXCHANGE-TRADED ALP
+$7.3K
50
建仓
NOW
SERVICENOW INC
+$7.2K
7
建仓
ERTH
INVESCO EXCHANGE TRADED FD T
+$7.1K
166
建仓
STZ
CONSTELLATION BRANDS INC
+$7.0K
43
建仓
LRCX
LAM RESEARCH CORP
+$6.8K
70
建仓
ISCG
ISHARES TR
+$6.7K
135
建仓
QCOM
QUALCOMM INC
+$6.7K
42
建仓
CI
THE CIGNA GROUP
+$6.6K
20
建仓
UAL
UNITED AIRLS HLDGS INC
+$6.6K
83
建仓
MFC
MANULIFE FINL CORP
+$6.4K
200
建仓
ATO
ATMOS ENERGY CORP
+$5.9K
38
建仓
NKE
NIKE INC
+$5.8K
82
建仓
UAPR
INNOVATOR ETFS TRUST
+$5.5K
177
建仓
BDX
BECTON DICKINSON & CO
+$5.3K
31
建仓
C
CITIGROUP INC
+$5.2K
61
建仓
PFE
PFIZER INC
+$4.8K
199
建仓
GM
GENERAL MTRS CO
+$4.7K
96
建仓
LMT
LOCKHEED MARTIN CORP
+$4.6K
10
建仓
TSN
TYSON FOODS INC
+$4.6K
82
建仓
DMAC
DIAMEDICA THERAPEUTICS INC
+$3.9K
1,000
建仓
—
BUNGE GLOBAL SA
+$3.6K
45
建仓
D
DOMINION ENERGY INC
+$3.6K
63
建仓
FELC
FIDELITY COVINGTON TRUST
+$3.4K
99
建仓
IWO
ISHARES TR
+$3.1K
11
建仓
USFR
WISDOMTREE TR
+$3.0K
59
建仓
MSOS
ADVISORSHARES TR
+$2.9K
1,199
建仓
—
SUNRISE COMMUNICATIONS AG
+$2.7K
47
建仓
VKTX
VIKING THERAPEUTICS INC
+$2.6K
100
