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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 51
减持 61
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$641.3K
4,268
+31%
增持
—
EXXON MOBIL CORP
-$569.7K
32,841
+0%
减持
PFE
PFIZER INC
-$552.9K
122,015
-0%
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
CVX
CHEVRON CORP NEW
-$323.3K
12,796
-3%
建仓
OEF
ISHARES TR
+$290.5K
1,300
增持
QUAL
ISHARES TR
+$287.9K
4,266
+65%
减持
KO
COCA COLA CO
+$277.0K
94,574
-0%
清仓
—
HESS CORP
-$228.4K
0
-100%
增持
TLT
ISHARES TR
+$208.4K
3,727
+106%
增持
SPY
SPDR S&P 500 ETF TR
+$198.1K
4,023
+0%
建仓
SCHO
SCHWAB STRATEGIC TR
+$186.5K
3,850
减持
SHV
ISHARES TR
-$184.3K
4,718
-26%
增持
EFV
ISHARES TR
+$183.5K
6,675
+99%
增持
IEFA
ISHARES TR
+$181.1K
7,080
+44%
增持
PNC
PNC FINL SVCS GROUP INC
+$163.2K
1,057
+26325%
增持
PLD
PROLOGIS INC.
+$163.0K
7,615
+0%
清仓
UPS
UNITED PARCEL SERVICE INC
-$155.9K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$154.6K
0
-100%
建仓
EMXC
ISHARES INC
+$153.0K
2,762
建仓
CCI
CROWN CASTLE INC
+$151.1K
1,312
建仓
MAA
MID-AMER APT CMNTYS INC
+$149.5K
1,112
减持
IEUR
ISHARES TR
-$146.4K
405
-88%
减持
VYM
VANGUARD WHITEHALL FDS
-$144.7K
2,054
-43%
建仓
—
KELLANOVA
+$143.6K
2,569
减持
VTI
VANGUARD INDEX FDS
+$138.0K
5,574
-0%
减持
DGRO
ISHARES TR
-$137.7K
3,823
-45%
清仓
TGT
TARGET CORP
-$110.6K
0
-100%
增持
SPYM
SPDR SER TR
+$100.9K
15,726
+2%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
+$95.4K
41,573
-1%
减持
MSFT
MICROSOFT CORP
+$95.3K
4,638
-11%
增持
ULTA
ULTA BEAUTY INC
+$95.2K
447
+44%
建仓
—
FERGUSON PLC NEW
+$94.8K
491
增持
IVW
ISHARES TR
+$94.5K
3,062
+55%
减持
LBRDK
LIBERTY BROADBAND CORP
-$93.6K
46
-96%
减持
WPC
WP CAREY INC
-$93.4K
11,241
-26%
建仓
FALN
ISHARES TR
+$90.3K
3,420
增持
HYMB
SPDR SER TR
+$89.2K
3,805
+1190%
增持
IWM
ISHARES TR
+$86.7K
3,441
+1%
增持
ES
EVERSOURCE ENERGY
+$85.8K
3,075
+72%
减持
IYR
ISHARES TR
-$84.6K
2,903
-35%
清仓
AAP
ADVANCE AUTO PARTS INC
-$83.9K
0
-100%
减持
IVLU
ISHARES TR
-$82.3K
4,987
-41%
增持
CMBS
ISHARES TR
+$81.7K
42,502
+0%
减持
ACWX
ISHARES TR
-$80.1K
1,738
-52%
减持
AMAT
APPLIED MATLS INC
+$79.6K
3,416
-0%
减持
AMZN
AMAZON COM INC
+$77.8K
6,048
-9%
增持
VNQ
VANGUARD INDEX FDS
+$76.3K
5,376
+2%
减持
MBB
ISHARES TR
-$73.9K
2,112
-31%
减持
DORM
DORMAN PRODS INC
-$72.4K
28
-97%
增持
NSC
NORFOLK SOUTHN CORP
+$68.5K
1,691
+1%
减持
IWS
ISHARES TR
-$68.3K
9,489
-16%
增持
MCK
MCKESSON CORP
+$66.9K
756
+16%
增持
AGCO
AGCO CORP
+$66.9K
556
+11020%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$66.6K
612
-71%
增持
IYW
ISHARES TR
+$64.7K
1,044
+73%
增持
SYY
SYSCO CORP
+$64.6K
8,528
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$64.5K
660
-66%
减持
AGG
ISHARES TR
-$64.4K
67
-91%
清仓
HYD
VANECK ETF TRUST
-$64.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$64.1K
702
-26%
增持
COST
COSTCO WHSL CORP NEW
+$64.0K
150
+142%
增持
DGX
QUEST DIAGNOSTICS INC
+$62.9K
820
+99%
减持
VZ
VERIZON COMMUNICATIONS INC
-$60.1K
4,678
-36%
减持
VOE
VANGUARD INDEX FDS
-$59.7K
2,107
-24%
减持
NEAR
ISHARES U S ETF TR
-$57.8K
4,032
-23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$57.6K
6,767
+15%
清仓
IYH
ISHARES TR
-$57.5K
0
-100%
清仓
—
SPLASH BEVERAGE GROUP INC
-$57.1K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$56.9K
489
-66%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$55.6K
542
-70%
减持
ESGU
ISHARES TR
-$54.2K
2,579
-25%
清仓
—
FIRST TR HIGH INCOME LONG /
-$53.6K
0
-100%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$53.5K
642
-63%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$52.6K
784
减持
SCHG
SCHWAB STRATEGIC TR
+$51.9K
8,911
-6%
建仓
EWJ
ISHARES INC
+$51.2K
799
建仓
IXC
ISHARES TR
+$50.0K
1,278
建仓
XAR
SPDR SER TR
+$49.8K
368
清仓
IXJ
ISHARES TR
-$49.7K
0
-100%
减持
IWV
ISHARES TR
+$49.3K
3,323
-5%
增持
AOS
SMITH A O CORP
+$48.8K
2,755
+2%
清仓
IGE
ISHARES TR
-$48.0K
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$47.6K
2,172
+3%
建仓
EZU
ISHARES INC
+$47.3K
996
减持
PG
PROCTER AND GAMBLE CO
-$46.7K
600
-35%
减持
IWN
ISHARES TR
+$45.9K
2,689
-2%
增持
MCD
MCDONALDS CORP
+$45.5K
1,329
+0%
减持
RTX
RTX CORPORATION
+$45.1K
3,735
-0%
建仓
SCHV
SCHWAB STRATEGIC TR
+$44.2K
631
增持
CBOE
CBOE GLOBAL MKTS INC
+$43.4K
1,640
+3%
减持
USIG
ISHARES TR
-$43.3K
154
-86%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$43.0K
1,361
+3%
减持
NVDA
NVIDIA CORPORATION
-$42.5K
17
-85%
减持
OC
OWENS CORNING NEW
-$42.3K
1,187
-26%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$42.0K
473
-67%
减持
VPC
ETFIS SER TR I
-$41.8K
0
-100%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$41.6K
721
-55%
增持
GSLC
GOLDMAN SACHS ETF TR
+$40.5K
1,319
+34%
清仓
CVS
CVS HEALTH CORP
-$40.5K
0
-100%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$39.9K
1,937
减持
NURE
NUSHARES ETF TR
-$39.3K
203
-88%
增持
WSO
WATSCO INC
+$39.2K
654
+3%
清仓
GS
GOLDMAN SACHS GROUP INC
-$38.8K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$38.5K
278
-52%
清仓
EPR
EPR PPTYS
-$37.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$37.3K
3,429
-9%
减持
TSLA
TESLA INC
-$36.3K
1,179
-10%
减持
AMGN
AMGEN INC
+$36.1K
2,000
-0%
增持
MUB
ISHARES TR
+$36.0K
618
+104%
清仓
REZ
ISHARES TR
-$35.9K
0
-100%
减持
NSA
NATIONAL STORAGE AFFILIATES
+$35.4K
3,698
-0%
增持
TFLO
ISHARES TR
+$34.8K
908
+317%
增持
—
TRANE TECHNOLOGIES PLC
+$34.5K
722
+3%
建仓
SLDP
SOLID POWER INC
+$34.4K
23,725
减持
EMB
ISHARES TR
-$34.2K
236
-65%
减持
MTUM
ISHARES TR
-$33.9K
101
-72%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$33.8K
1,405
+1%
建仓
QS
QUANTUMSCAPE CORP
+$33.7K
4,852
减持
SPSM
SPDR SER TR
-$31.9K
2
-100%
减持
KHC
KRAFT HEINZ CO
-$31.2K
1,389
-43%
增持
IYJ
ISHARES TR
+$31.1K
2,207
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$30.9K
2,450
-22%
增持
IEV
ISHARES TR
+$30.6K
2,163
+23%
增持
CI
THE CIGNA GROUP
+$29.7K
699
+11%
减持
IT
GARTNER INC
+$28.8K
405
-10%
增持
ADSK
AUTODESK INC
+$27.6K
670
+2%
增持
WRB
BERKLEY W R CORP
+$27.2K
3,011
+3%
清仓
CPNG
COUPANG INC
-$27.2K
0
-100%
增持
FAF
FIRST AMERN FINL CORP
+$26.9K
3,026
+2%
建仓
ANF
ABERCROMBIE & FITCH CO
+$26.3K
298
增持
ADI
ANALOG DEVICES INC
+$26.2K
967
+2%
增持
EEM
ISHARES TR
+$26.2K
8,815
+2%
减持
DIS
DISNEY WALT CO
-$25.8K
107
-76%
建仓
MHO
M/I HOMES INC
+$25.3K
184
清仓
ULST
SSGA ACTIVE ETF TR
-$25.2K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$25.0K
3,144
+1%
增持
GL
GLOBE LIFE INC
+$24.7K
1,623
+2%
清仓
MS
MORGAN STANLEY
-$24.5K
0
-100%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$24.3K
1,197
-6%
清仓
DLN
WISDOMTREE TR
-$24.2K
0
-100%
增持
EXPD
EXPEDITORS INTL WASH INC
+$24.2K
1,611
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$24.1K
1,766
+38%
增持
VNT
VONTIER CORPORATION
+$24.0K
5,680
+2%
减持
VTRS
VIATRIS INC
+$23.7K
40,480
-4%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$23.2K
2,423
+2%
减持
INTC
INTEL CORP
+$23.1K
4,208
-21%
减持
IGRO
ISHARES TR
-$23.1K
899
-34%
减持
AMLP
ALPS ETF TR
-$22.6K
3,293
-15%
增持
RGLD
ROYAL GOLD INC
+$22.6K
1,449
+1%
减持
GLD
SPDR GOLD TR
-$22.3K
121
-54%
