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
LGT Financial Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LGT Financial Advisors LLC
报告期 2026-03-31 · CIK 0001965191
持仓数
251
前50大市值合计
$16.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 29
增持 15
减持 15
清仓 91
方向
标的
Δ市值
现股数(环比)
清仓
ICSH
ISHARES TR
-$4.8M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.7M
0
-100%
清仓
CMBS
ISHARES TR
-$3.7M
0
-100%
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。
清仓
SPYM
SPDR SER TR
-$3.0M
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$2.6M
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$2.0M
0
-100%
清仓
IWS
ISHARES TR
-$1.2M
0
-100%
清仓
ESGU
ISHARES TR
-$1.2M
0
-100%
建仓
CNM
CORE & MAIN INC
+$1.1M
49,615
增持
PFE
PFIZER INC
-$968.4K
129,805
+6%
清仓
SYLD
CAMBRIA ETF TR
-$953.6K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$885.7K
0
-100%
清仓
IWV
ISHARES TR
-$837.6K
0
-100%
清仓
IWB
ISHARES TR
-$698.6K
0
-100%
清仓
ACWI
ISHARES TR
-$696.2K
0
-100%
清仓
SPIB
SPDR SER TR
-$642.6K
0
-100%
清仓
IWM
ISHARES TR
-$592.6K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$507.1K
0
-100%
建仓
HD
HOME DEPOT INC
+$464.8K
1,575
清仓
EAGG
ISHARES TR
-$435.8K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$434.8K
0
-100%
清仓
IWN
ISHARES TR
-$426.3K
0
-100%
清仓
XHE
SPDR SER TR
-$424.9K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$401.3K
4,159
建仓
ELV
ELEVANCE HEALTH INC
+$398.7K
867
增持
MSFT
MICROSOFT CORP
+$387.5K
6,502
+5%
建仓
MRK
MERCK & CO INC
+$386.4K
3,632
建仓
EMR
EMERSON ELEC CO
+$377.9K
4,337
建仓
WMT
WALMART INC
+$375.6K
2,547
清仓
IYR
ISHARES TR
-$374.6K
0
-100%
建仓
—
EATON CORP PLC
+$372.0K
2,171
建仓
WM
WASTE MGMT INC DEL
+$366.8K
2,248
建仓
CSCO
CISCO SYS INC
+$366.6K
7,013
建仓
JNJ
JOHNSON & JOHNSON
+$366.6K
2,365
清仓
SUSL
ISHARES TR
-$362.8K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$361.9K
3,498
+100%
清仓
ULTA
ULTA BEAUTY INC
-$352.7K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$350.3K
741
建仓
NGG
NATIONAL GRID PLC
+$347.5K
5,111
增持
SYY
SYSCO CORP
+$339.3K
12,732
+51%
建仓
NEM
NEWMONT CORP
+$337.4K
6,882
减持
BIV
VANGUARD BD INDEX FDS
-$336.0K
3,839
-55%
建仓
TGT
TARGET CORP
+$334.6K
2,020
建仓
AJG
GALLAGHER ARTHUR J & CO
+$331.0K
1,730
清仓
IVLU
ISHARES TR
-$330.7K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$330.4K
0
-100%
清仓
EEM
ISHARES TR
-$325.3K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$323.7K
5,929
建仓
GLW
CORNING INC
+$316.6K
8,974
清仓
IWP
ISHARES TR
-$313.9K
0
-100%
清仓
DSI
ISHARES TR
-$305.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$302.3K
6,116
+66%
建仓
—
MEDTRONIC PLC
+$301.9K
3,745
增持
VZ
VERIZON COMMUNICATIONS INC
+$297.0K
14,841
+109%
清仓
MTUM
ISHARES TR
-$257.2K
0
-100%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$248.8K
0
-100%
清仓
AGG
ISHARES TR
-$248.6K
0
-100%
建仓
AVGO
BROADCOM INC
+$248.3K
387
清仓
IEV
ISHARES TR
-$246.2K
0
-100%
清仓
IYW
ISHARES TR
-$246.0K
0
-100%
建仓
AOS
SMITH A O CORP
+$234.6K
3,393
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$233.5K
0
-100%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$232.0K
51,551
-10%
清仓
WAT
WATERS CORP
-$228.8K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$227.2K
1,364
建仓
NSP
INSPERITY INC
+$225.9K
1,858
清仓
EFV
ISHARES TR
-$223.7K
0
-100%
清仓
LCTU
BLACKROCK ETF TRUST
-$221.0K
0
-100%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$219.0K
1,494
清仓
XLU
SELECT SECTOR SPDR TR
-$218.6K
0
-100%
清仓
GL
GLOBE LIFE INC
-$216.5K
0
-100%
清仓
IYJ
ISHARES TR
-$210.5K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$207.5K
0
-100%
清仓
MTB
M & T BK CORP
-$206.0K
0
-100%
清仓
EEMV
ISHARES INC
-$200.7K
0
-100%
清仓
DMXF
ISHARES TR
-$199.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$194.7K
15,682
+19%
清仓
BSV
VANGUARD BD INDEX FDS
-$190.8K
0
-100%
清仓
SHYG
ISHARES TR
-$185.4K
0
-100%
清仓
IUSB
ISHARES TR
-$173.4K
0
-100%
清仓
SPTL
SPDR SER TR
-$163.0K
0
-100%
清仓
EFG
ISHARES TR
-$161.8K
0
-100%
清仓
TLH
ISHARES TR
-$161.3K
0
-100%
清仓
BOND
PIMCO ETF TR
-$158.9K
0
-100%
清仓
LQD
ISHARES TR
-$148.9K
0
-100%
减持
—
HESS CORP
-$146.2K
1,647
-36%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$140.7K
0
-100%
清仓
GOVT
ISHARES TR
-$136.6K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$128.6K
6,835
+63%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$123.1K
2,598
清仓
IWD
ISHARES TR
-$122.8K
0
-100%
清仓
SUB
ISHARES TR
-$122.0K
0
-100%
清仓
IWR
ISHARES TR
-$115.2K
0
-100%
清仓
ESML
ISHARES TR
-$113.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$113.1K
3,984
+0%
清仓
USMV
ISHARES TR
-$104.0K
0
-100%
减持
FLR
FLUOR CORP NEW
-$100.4K
6,675
-25%
清仓
SMMU
PIMCO ETF TR
-$97.4K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$95.2K
3,600
-18%
清仓
EUSB
ISHARES TR
-$94.1K
0
-100%
增持
PLD
PROLOGIS INC.
+$93.5K
7,544
+0%
减持
AMZN
AMAZON COM INC
+$88.8K
7,597
-8%
增持
CBOE
CBOE GLOBAL MKTS INC
+$86.4K
2,456
+27%
减持
AAPL
APPLE INC
+$81.4K
9,177
-17%
清仓
ESGD
ISHARES TR
-$81.0K
0
-100%
清仓
SUSC
ISHARES TR
-$78.4K
0
-100%
清仓
IEF
ISHARES TR
-$76.2K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$72.7K
2,059
+37%
清仓
IGSB
ISHARES TR
-$71.2K
0
-100%
清仓
LDEM
ISHARES TR
-$70.6K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$70.1K
2,493
-20%
清仓
IJT
ISHARES TR
-$65.2K
0
-100%
减持
GOOGL
ALPHABET INC
-$65.1K
4,300
-26%
清仓
IDV
ISHARES TR
-$63.9K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$63.0K
0
-100%
减持
PAYX
PAYCHEX INC
-$60.5K
2,023
-20%
清仓
FLOT
ISHARES TR
-$57.6K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$52.2K
842
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$50.1K
973
减持
MBB
ISHARES TR
-$49.0K
2,651
-18%
清仓
IGE
ISHARES TR
-$46.9K
0
-100%
清仓
SUSB
ISHARES TR
-$45.9K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$42.5K
0
-100%
清仓
IGM
ISHARES TR
-$42.0K
0
-100%
清仓
IGF
ISHARES TR
-$41.7K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$41.0K
895
清仓
IJR
ISHARES TR
-$39.9K
0
-100%
减持
MCK
MCKESSON CORP
-$39.6K
858
-7%
清仓
CWB
SPDR SER TR
-$39.4K
0
-100%
清仓
PFF
ISHARES TR
-$39.3K
0
-100%
清仓
DGRO
ISHARES TR
-$38.8K
0
-100%
清仓
SMMD
ISHARES TR
-$38.4K
0
-100%
清仓
REZ
ISHARES TR
-$37.2K
0
-100%
清仓
CMDY
ISHARES U S ETF TR
-$35.9K
0
-100%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$35.2K
654
减持
IT
GARTNER INC
-$33.8K
763
-9%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$33.1K
0
-100%
清仓
IFRA
ISHARES TR
-$29.6K
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$29.3K
2,480
+0%
增持
SUI
SUN CMNTYS INC
+$27.7K
1,654
+15%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$27.2K
0
-100%
清仓
ICVT
ISHARES TR
-$26.0K
0
-100%
减持
HUBB
HUBBELL INC
-$25.1K
1,031
-12%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$23.3K
0
-100%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$23.2K
0
-100%
增持
MCD
MCDONALDS CORP
+$22.4K
1,298
+0%
减持
COMT
ISHARES U S ETF TR
-$21.5K
10
-99%
清仓
RWR
SPDR SER TR
-$20.0K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$19.0K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$17.9K
0
-100%
