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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 71
增持 12
减持 59
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$1.4M
5,222
-42%
减持
PFE
PFIZER INC
-$1.3M
122,571
-16%
清仓
CNM
CORE & MAIN INC
-$1.2M
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。
减持
JPM
JPMORGAN CHASE & CO
-$1.0M
3,765
-66%
减持
CSCO
CISCO SYS INC
-$1.0M
37
-100%
减持
AVGO
BROADCOM INC
-$1.0M
6
-100%
减持
EMR
EMERSON ELEC CO
-$1.0M
40
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$998.1K
3
-100%
减持
—
EATON CORP PLC
-$992.8K
22
-100%
清仓
WM
WASTE MGMT INC DEL
-$978.8K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$954.8K
1,455
-78%
减持
AJG
GALLAGHER ARTHUR J & CO
-$952.0K
21
-100%
减持
HD
HOME DEPOT INC
-$922.5K
404
-88%
减持
SYY
SYSCO CORP
-$905.0K
8,463
-57%
减持
MRK
MERCK & CO INC
-$901.5K
72
-99%
减持
CVX
CHEVRON CORP NEW
-$899.5K
13,237
-33%
减持
WMT
WALMART INC
-$899.5K
317
-95%
清仓
NEM
NEWMONT CORP
-$867.5K
0
-100%
减持
BP
BP PLC
-$864.7K
137
-99%
清仓
—
MEDTRONIC PLC
-$859.9K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$859.9K
8
-100%
减持
NGG
NATIONAL GRID PLC
-$842.4K
42
-100%
减持
—
ACCENTURE PLC IRELAND
-$779.5K
8
-100%
清仓
GLW
CORNING INC
-$766.0K
0
-100%
建仓
SHV
ISHARES TR
+$703.9K
6,372
减持
TGT
TARGET CORP
-$702.4K
1,000
-84%
减持
DUK
DUKE ENERGY CORP NEW
-$669.1K
1,299
-85%
减持
CMBS
ISHARES TR
-$653.8K
42,339
-24%
减持
ESGU
ISHARES TR
-$441.5K
3,459
-56%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$379.7K
41,867
-13%
减持
JNJ
JOHNSON & JOHNSON
-$303.9K
564
-76%
增持
IVV
ISHARES TR
+$302.3K
3,253
+32%
减持
ICSH
ISHARES TR
-$276.0K
19,173
-22%
减持
—
EXXON MOBIL CORP
+$274.3K
32,771
-2%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$256.5K
0
-100%
减持
AAPL
APPLE INC
-$222.1K
9,099
-1%
减持
AMZN
AMAZON COM INC
-$212.5K
6,617
-18%
减持
—
AON PLC
-$202.6K
15
-98%
建仓
FLR
FLUOR CORP NEW
+$199.0K
5,421
建仓
WRB
BERKLEY W R CORP
+$185.7K
2,925
建仓
LNT
ALLIANT ENERGY CORP
+$181.3K
3,742
减持
IWB
ISHARES TR
-$180.1K
2,045
-25%
建仓
MDLZ
MONDELEZ INTL INC
+$178.2K
2,567
建仓
MTB
M & T BK CORP
+$176.6K
1,396
建仓
GL
GLOBE LIFE INC
+$172.9K
1,590
建仓
BSX
BOSTON SCIENTIFIC CORP
+$172.6K
3,269
建仓
VNT
VONTIER CORPORATION
+$172.2K
5,570
建仓
TECK
TECK RESOURCES LTD
+$170.2K
3,949
建仓
ACWX
ISHARES TR
+$168.8K
3,591
建仓
FAF
FIRST AMERN FINL CORP
+$168.1K
2,975
建仓
ADI
ANALOG DEVICES INC
+$165.7K
946
增持
WPC
WP CAREY INC
-$164.6K
15,199
+4%
建仓
AMLP
ALPS ETF TR
+$162.6K
3,854
减持
SCHG
SCHWAB STRATEGIC TR
-$162.5K
9,452
-17%
建仓
UPS
UNITED PARCEL SERVICE INC
+$155.9K
1,000
建仓
—
SPOTIFY TECHNOLOGY S A
+$154.6K
1,000
建仓
RGLD
ROYAL GOLD INC
+$152.7K
1,436
建仓
MO
ALTRIA GROUP INC
+$151.4K
3,600
建仓
USB
US BANCORP DEL
+$145.8K
4,409
建仓
MMM
3M CO
+$145.2K
1,551
建仓
AVY
AVERY DENNISON CORP
+$144.2K
789
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$142.7K
1,017
建仓
—
TRANE TECHNOLOGIES PLC
+$141.7K
698
建仓
SUI
SUN CMNTYS INC
+$140.9K
1,191
建仓
MGM
MGM RESORTS INTERNATIONAL
+$140.0K
3,809
建仓
POR
PORTLAND GEN ELEC CO
+$139.7K
3,451
减持
SCHD
SCHWAB STRATEGIC TR
-$138.8K
6,146
-22%
建仓
ADSK
AUTODESK INC
+$135.5K
655
建仓
PG
PROCTER AND GAMBLE CO
+$134.6K
923
减持
GOOGL
ALPHABET INC
-$134.5K
3,065
-31%
建仓
—
TE CONNECTIVITY LTD
+$127.7K
1,033
减持
SYLD
CAMBRIA ETF TR
-$127.5K
2,266
-48%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$127.5K
1,273
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$126.9K
1,608
-21%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$125.0K
5,871
-26%
建仓
PRU
PRUDENTIAL FINL INC
+$124.9K
1,317
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$124.9K
2,377
建仓
ULTA
ULTA BEAUTY INC
+$123.8K
310
建仓
COLD
AMERICOLD REALTY TRUST INC
+$122.9K
4,042
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$122.4K
1,817
-58%
建仓
—
CHUBB LIMITED
+$119.5K
574
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$117.9K
3,715
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$115.6K
1,385
建仓
WAT
WATERS CORP
+$115.4K
421
减持
IEFA
ISHARES TR
-$115.2K
4,925
-23%
建仓
ETR
ENTERGY CORP NEW
+$113.1K
1,223
减持
VOE
VANGUARD INDEX FDS
-$110.9K
2,790
-19%
减持
RTX
RTX CORPORATION
-$110.5K
3,740
-4%
建仓
XEL
XCEL ENERGY INC
+$110.2K
1,926
建仓
LKQ
LKQ CORP
+$109.8K
2,217
减持
SPYM
SPDR SER TR
-$107.8K
15,483
-9%
减持
TSLA
TESLA INC
-$107.1K
1,316
-21%
增持
IEUR
ISHARES TR
+$106.4K
3,397
+187%
减持
HSY
HERSHEY CO
-$106.4K
660
-31%
减持
IT
GARTNER INC
-$106.3K
448
-40%
增持
EFV
ISHARES TR
+$105.6K
3,357
+180%
建仓
ES
EVERSOURCE ENERGY
+$104.0K
1,788
建仓
CRL
CHARLES RIV LABS INTL INC
+$102.9K
525
建仓
LCTU
BLACKROCK ETF TRUST
+$100.8K
2,140
建仓
SFNC
SIMMONS 1ST NATL CORP
+$100.0K
5,896
增持
VTI
VANGUARD INDEX FDS
+$99.5K
5,575
+13%
建仓
VUSB
VANGUARD BD INDEX FDS
+$98.4K
2,000
建仓
BIO
BIO RAD LABS INC
+$97.5K
272
建仓
LBRDK
LIBERTY BROADBAND CORP
+$97.3K
1,066
减持
NEAR
ISHARES U S ETF TR
-$93.4K
5,241
-27%
建仓
HAL
HALLIBURTON CO
+$92.8K
2,293
减持
LQD
ISHARES TR
-$90.9K
3,129
-17%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$90.5K
1,745
减持
ABBV
ABBVIE INC
-$89.1K
2,986
-25%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$86.1K
1,265
增持
TLT
ISHARES TR
+$84.7K
1,806
+146%
建仓
VTEB
VANGUARD MUN BD FDS
+$84.3K
1,752
建仓
AAP
ADVANCE AUTO PARTS INC
+$83.9K
1,500
建仓
GSLC
GOLDMAN SACHS ETF TR
+$83.2K
988
建仓
KHC
KRAFT HEINZ CO
+$82.5K
2,454
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$82.3K
581
减持
HUBB
HUBBELL INC
-$77.8K
672
-23%
减持
TFI
SPDR SER TR
-$77.8K
3,502
-30%
增持
NSC
NORFOLK SOUTHN CORP
+$76.2K
1,682
+50%
增持
PLD
PROLOGIS INC.
-$76.0K
7,593
+0%
建仓
EPC
EDGEWELL PERS CARE CO
+$75.2K
2,035
建仓
DORM
DORMAN PRODS INC
+$74.7K
986
减持
MCK
MCKESSON CORP
-$74.1K
651
-22%
建仓
—
UNILEVER PLC
+$72.8K
1,474
建仓
SUSL
ISHARES TR
+$72.2K
958
建仓
SGOL
ABRDN GOLD ETF TRUST
+$70.8K
4,000
清仓
SCHV
SCHWAB STRATEGIC TR
-$68.6K
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$66.2K
1,268
减持
ACWI
ISHARES TR
-$66.1K
4,103
-12%
建仓
ENR
ENERGIZER HLDGS INC NEW
+$65.2K
2,035
减持
IWN
ISHARES TR
-$64.6K
2,743
-12%
建仓
TWLO
TWILIO INC
+$64.4K
1,100
建仓
HYD
VANECK ETF TRUST
+$64.4K
1,312
增持
EFG
ISHARES TR
+$63.3K
3,447
+40%
减持
IWS
ISHARES TR
-$61.9K
11,230
-0%
增持
AGG
ISHARES TR
+$61.0K
756
+634%
清仓
IGM
ISHARES TR
-$58.9K
0
-100%
建仓
PPLI
IAC INC
+$58.4K
1,158
增持
SPY
SPDR S&P 500 ETF TR
-$57.9K
4,009
+0%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$57.8K
154
建仓
—
SPLASH BEVERAGE GROUP INC
+$57.1K
96,741
减持
BIV
VANGUARD BD INDEX FDS
-$55.7K
2,223
-23%
减持
XLU
SELECT SECTOR SPDR TR
-$55.6K
3,157
-14%
减持
CI
THE CIGNA GROUP
-$55.2K
628
-25%
增持
IVW
ISHARES TR
+$55.1K
1,981
+73%
减持
VYMI
VANGUARD WHITEHALL FDS
-$54.9K
1,446
-37%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$54.4K
1,740
-36%
建仓
ET
ENERGY TRANSFER L P
+$54.2K
3,866
建仓
EVRG
EVERGY INC
+$53.9K
1,064
建仓
—
FIRST TR HIGH INCOME LONG /
+$53.6K
5,000
