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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 22
减持 11
清仓 116
方向
标的
Δ市值
现股数(环比)
减持
COPX
GLOBAL X FDS
+$2.5M
198,215
-4%
减持
IAU
ISHARES GOLD TR
+$2.2M
218,042
-0%
减持
XME
SPDR SERIES TRUST
+$1.8M
107,994
-12%
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
VIOV
VANGUARD ADMIRAL FDS INC
+$952.9K
96,616
+0%
减持
QQQ
INVESCO QQQ TR
+$734.9K
24,635
-3%
减持
SOXX
ISHARES TR
+$729.9K
52,017
-7%
减持
FNDX
SCHWAB STRATEGIC TR
+$669.0K
382,370
-0%
增持
LCR
MANAGED PORTFOLIO SERIES
+$574.1K
255,160
+1%
增持
B
BARRICK MNG CORP
+$547.7K
45,139
+1%
减持
AAPL
APPLE INC
+$545.6K
11,176
-0%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
+$533.7K
127,775
-1%
增持
DJP
BARCLAYS BANK PLC
+$496.4K
202,527
+3%
增持
VO
VANGUARD INDEX FDS
+$438.9K
29,390
+0%
增持
MOD
MODINE MFG CO
+$426.3K
9,680
+0%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$372.2K
118,394
+1%
减持
FISV
FISERV INC
-$360.3K
6,844
-5%
增持
PAAS
PAN AMERN SILVER CORP
+$345.5K
31,720
+2%
增持
FSLR
FIRST SOLAR INC
+$303.5K
4,945
+4%
减持
INTC
INTEL CORP
+$300.7K
29,432
-4%
建仓
TYL
TYLER TECHNOLOGIES INC
+$261.6K
500
减持
TBBK
BANCORP INC DEL
+$237.1K
13,687
-1%
增持
EVR
EVERCORE INC
+$229.3K
3,246
+1%
增持
SPSM
SPDR SERIES TRUST
+$208.2K
45,359
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$207.3K
20,791
+7%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$168.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$156.6K
3,157
+7%
清仓
XLY
SELECT SECTOR SPDR TR
-$155.6K
0
-100%
增持
—
NOMAD FOODS LTD
-$136.9K
41,689
+3%
增持
IAK
ISHARES TR
+$133.3K
52,036
+2%
清仓
PNC
PNC FINL SVCS GROUP INC
-$129.6K
0
-100%
清仓
STBA
S & T BANCORP INC
-$127.6K
0
-100%
清仓
V
VISA INC
-$106.9K
0
-100%
增持
ARB
ALTSHARES TRUST
+$103.2K
174,987
+0%
清仓
IWF
ISHARES TR
-$96.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$94.4K
0
-100%
增持
—
COPA HOLDINGS SA
+$89.8K
7,920
+2%
增持
ALV
AUTOLIV INC
+$89.4K
6,504
+2%
清仓
AMGN
AMGEN INC
-$80.0K
0
-100%
清仓
APAM
ARTISAN PARTNERS ASSET MGMT
-$75.4K
0
-100%
清仓
MSFT
MICROSOFT CORP
-$68.6K
0
-100%
清仓
GOOGL
ALPHABET INC
-$67.0K
0
-100%
增持
CRBG
COREBRIDGE FINL INC
-$64.9K
25,556
+3%
清仓
COP
CONOCOPHILLIPS
-$61.8K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$58.6K
0
-100%
清仓
OMF
ONEMAIN HLDGS INC
-$57.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$56.2K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$55.3K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$55.2K
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$50.7K
0
-100%
清仓
GOOG
ALPHABET INC
-$49.7K
0
-100%
清仓
T
AT&T INC
-$47.7K
0
-100%
清仓
ENB
ENBRIDGE INC
-$45.3K
0
-100%
清仓
IIPR
INNOVATIVE INDL PPTYS INC
-$44.2K
0
-100%
增持
NMIH
NMI HLDGS INC
-$42.6K
18,700
+4%
清仓
PSX
PHILLIPS 66
-$41.8K
0
-100%
清仓
MET
METLIFE INC
-$40.2K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$39.8K
0
-100%
增持
AMZN
AMAZON COM INC
+$39.7K
8,312
+2%
清仓
ROK
ROCKWELL AUTOMATION INC
-$38.9K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$35.8K
0
-100%
清仓
IHI
ISHARES TR
-$35.5K
0
-100%
清仓
ORCL
ORACLE CORP
-$34.3K
0
-100%
清仓
FINX
GLOBAL X FDS
-$34.2K
0
-100%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$33.1K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$32.8K
0
-100%
清仓
RSPS
INVESCO EXCHANGE TRADED FD T
-$32.6K
0
-100%
清仓
MCD
MCDONALDS CORP
-$31.9K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$31.1K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$30.9K
0
-100%
清仓
PEP
PEPSICO INC
-$28.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$27.9K
0
-100%
清仓
AVGO
BROADCOM INC
-$27.6K
0
-100%
清仓
HASI
HA SUSTAINABLE INFRA CAP INC
-$26.9K
0
-100%
清仓
MLPA
GLOBAL X FDS
-$25.1K
0
-100%
清仓
KRE
SPDR SERIES TRUST
-$25.0K
0
-100%
增持
—
EVEREST GROUP LTD
+$24.9K
1,910
+1%
清仓
MRK
MERCK & CO INC
-$24.6K
0
-100%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$24.3K
0
-100%
清仓
—
FLEX LNG LTD
-$22.0K
0
-100%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$20.9K
0
-100%
清仓
QTEC
FIRST TR EXCHANGE-TRADED FD
-$20.0K
0
-100%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$19.9K
0
-100%
清仓
YUM
YUM BRANDS INC
-$19.4K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$18.8K
0
-100%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$18.3K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$18.3K
0
-100%
清仓
—
CHUBB LIMITED
-$18.3K
0
-100%
清仓
XBI
SPDR SERIES TRUST
-$18.1K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$17.5K
0
-100%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$17.1K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$16.3K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$16.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$15.9K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$14.9K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$14.6K
0
-100%
清仓
IJR
ISHARES TR
-$14.2K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$14.2K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$13.1K
0
-100%
清仓
MS
MORGAN STANLEY
-$12.3K
0
-100%
清仓
BA
BOEING CO
-$11.3K
0
-100%
清仓
DLB
DOLBY LABORATORIES INC
-$11.2K
0
-100%
清仓
—
TIDAL TR II
-$11.1K
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$11.1K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$11.0K
0
-100%
清仓
BITO
PROSHARES TR
-$10.8K
0
-100%
清仓
SMCY
TIDAL TR II
-$10.6K
0
-100%
清仓
PAPR
INNOVATOR ETFS TRUST
-$10.6K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$10.2K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$9.8K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$9.6K
0
-100%
清仓
UNP
UNION PAC CORP
-$9.4K
0
-100%
清仓
—
TIDAL TR II
-$9.1K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$9.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$8.7K
0
-100%
清仓
SNOY
TIDAL TR II
-$8.6K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$8.6K
0
-100%
清仓
DLN
WISDOMTREE TR
-$8.5K
0
-100%
清仓
LIT
GLOBAL X FDS
-$8.3K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$7.5K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$7.5K
0
-100%
清仓
FAD
FIRST TR EXCHANGE-TRADED ALP
-$7.3K
0
-100%
清仓
NOW
SERVICENOW INC
-$7.2K
0
-100%
清仓
ERTH
INVESCO EXCHANGE TRADED FD T
-$7.1K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$7.0K
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$6.8K
0
-100%
清仓
ISCG
ISHARES TR
-$6.7K
0
-100%
清仓
QCOM
QUALCOMM INC
-$6.7K
0
-100%
清仓
CI
THE CIGNA GROUP
-$6.6K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$6.6K
0
-100%
清仓
MFC
MANULIFE FINL CORP
-$6.4K
0
-100%
清仓
ATO
ATMOS ENERGY CORP
-$5.9K
0
-100%
清仓
NKE
NIKE INC
-$5.8K
0
-100%
清仓
UAPR
INNOVATOR ETFS TRUST
-$5.5K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$5.3K
0
-100%
清仓
C
CITIGROUP INC
-$5.2K
0
-100%
清仓
PFE
PFIZER INC
-$4.8K
0
-100%
清仓
GM
GENERAL MTRS CO
-$4.7K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$4.6K
0
-100%
清仓
TSN
TYSON FOODS INC
-$4.6K
0
-100%
清仓
DMAC
DIAMEDICA THERAPEUTICS INC
-$3.9K
0
-100%
清仓
—
BUNGE GLOBAL SA
-$3.6K
0
-100%
清仓
D
DOMINION ENERGY INC
-$3.6K
0
-100%
清仓
FELC
FIDELITY COVINGTON TRUST
-$3.4K
0
-100%
清仓
IWO
ISHARES TR
-$3.1K
0
-100%
清仓
USFR
WISDOMTREE TR
-$3.0K
0
-100%
清仓
MSOS
ADVISORSHARES TR
-$2.9K
0
-100%
清仓
—
SUNRISE COMMUNICATIONS AG
-$2.7K
0
-100%
清仓
VKTX
VIKING THERAPEUTICS INC
-$2.6K
0
-100%
清仓
—
LIBERTY GLOBAL LTD
-$2.4K
0
-100%
清仓
DIS
DISNEY WALT CO
-$2.2K
0
-100%