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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 46
减持 70
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
ICSH
ISHARES TR
-$687.0K
5,532
-71%
清仓
SHV
ISHARES TR
-$519.6K
0
-100%
减持
—
EXXON MOBIL CORP
+$514.2K
32,671
-1%
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
IVV
ISHARES TR
+$374.2K
4,586
+7%
建仓
DYNF
BLACKROCK ETF TRUST
+$336.6K
7,578
减持
AAPL
APPLE INC
-$278.6K
7,487
-8%
减持
META
META PLATFORMS INC
+$265.1K
2,415
-6%
建仓
HUM
HUMANA INC
+$258.3K
745
建仓
BINC
BLACKROCK ETF TRUST II
+$224.5K
4,280
增持
IVW
ISHARES TR
+$221.0K
5,340
+74%
增持
NVDA
NVIDIA CORPORATION
+$214.8K
247
+1353%
增持
QUAL
ISHARES TR
+$208.5K
5,087
+19%
建仓
—
CRH PLC
+$202.5K
2,348
增持
SPY
SPDR S&P 500 ETF TR
+$199.2K
4,036
+0%
建仓
SPYV
SPDR SER TR
+$174.6K
3,485
减持
WPC
WP CAREY INC
-$173.7K
9,830
-13%
建仓
SNX
TD SYNNEX CORPORATION
+$168.3K
1,488
建仓
GPC
GENUINE PARTS CO
+$165.8K
1,070
减持
RGLD
ROYAL GOLD INC
-$158.3K
140
-90%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$157.9K
2,128
减持
PFE
PFIZER INC
-$152.6K
121,090
-1%
清仓
HD
HOME DEPOT INC
-$139.5K
0
-100%
增持
TLT
ISHARES TR
+$135.9K
5,330
+43%
减持
TSLA
TESLA INC
-$132.1K
915
-22%
减持
AMZN
AMAZON COM INC
+$126.0K
5,793
-4%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$124.9K
757
-44%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$123.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$115.9K
12,835
+0%
建仓
HEFA
ISHARES TR
+$111.1K
3,184
增持
XLK
SELECT SECTOR SPDR TR
+$110.2K
956
+107%
清仓
WAT
WATERS CORP
-$108.3K
0
-100%
增持
EMXC
ISHARES INC
+$101.4K
4,420
+60%
建仓
AAP
ADVANCE AUTO PARTS INC
+$95.9K
1,127
增持
IWV
ISHARES TR
+$90.0K
3,330
+0%
增持
IWS
ISHARES TR
+$89.5K
9,518
+0%
增持
GMED
GLOBUS MED INC
+$88.3K
1,696
+3225%
增持
ABBV
ABBVIE INC
+$78.0K
2,764
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$75.3K
4,691
-21%
减持
MSFT
MICROSOFT CORP
+$73.9K
4,321
-7%
增持
SYY
SYSCO CORP
+$73.2K
8,584
+1%
减持
IEFA
ISHARES TR
-$70.8K
5,757
-19%
增持
HSY
HERSHEY CO
+$69.4K
1,003
+49%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$68.6K
1,409
-35%
增持
XLV
SELECT SECTOR SPDR TR
+$64.5K
926
+75%
增持
XLY
SELECT SECTOR SPDR TR
+$63.8K
844
+65%
减持
SPYM
SPDR SER TR
+$61.2K
15,283
-3%
增持
XLI
SELECT SECTOR SPDR TR
+$61.1K
1,058
+67%
减持
MBB
ISHARES TR
-$59.2K
1,507
-29%
增持
MUB
ISHARES TR
+$57.7K
1,159
+88%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$56.5K
21
+950%
建仓
MLPA
GLOBAL X FDS
+$55.8K
1,157
增持
MGM
MGM RESORTS INTERNATIONAL
+$55.0K
4,769
+25%
减持
WSO
WATSCO INC
-$54.3K
523
-20%
减持
FANG
DIAMONDBACK ENERGY INC
+$53.9K
1,465
-4%
减持
LQD
ISHARES TR
-$51.0K
2,277
-16%
减持
VNT
VONTIER CORPORATION
+$50.6K
5,442
-4%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$48.1K
40,926
-2%
减持
INTC
INTEL CORP
-$46.7K
3,730
-11%
增持
IUSB
ISHARES TR
+$46.2K
1,228
+477%
减持
VTI
VANGUARD INDEX FDS
+$45.8K
5,264
-6%
减持
TFLO
ISHARES TR
-$45.8K
1
-100%
增持
EFG
ISHARES TR
+$45.2K
3,111
+9%
建仓
JAAA
JANUS DETROIT STR TR
+$44.6K
879
清仓
SCHV
SCHWAB STRATEGIC TR
-$44.2K
0
-100%
减持
HUBB
HUBBELL INC
+$44.1K
603
-4%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$43.9K
0
-100%
减持
IEMG
ISHARES INC
-$42.2K
618
-58%
减持
WRB
BERKLEY W R CORP
+$41.5K
2,877
-4%
增持
IXC
ISHARES TR
+$36.7K
2,018
+58%
增持
IYW
ISHARES TR
+$36.5K
1,218
+17%
减持
JPM
JPMORGAN CHASE & CO
+$35.3K
3,088
-10%
减持
XLE
SELECT SECTOR SPDR TR
-$34.8K
380
-55%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$33.8K
3,212
+2%
增持
IVE
ISHARES TR
+$33.8K
672
+27%
减持
IWM
ISHARES TR
+$32.9K
3,440
-0%
增持
EWJ
ISHARES INC
+$32.3K
1,171
+47%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$30.9K
0
-100%
减持
OEF
ISHARES TR
-$30.4K
1,051
-19%
减持
IWB
ISHARES TR
+$29.9K
1,811
-3%
减持
VOO
VANGUARD INDEX FDS
+$29.7K
700
-0%
减持
SPIB
SPDR SER TR
-$29.3K
9,471
-8%
增持
EMB
ISHARES TR
+$28.8K
556
+136%
建仓
TE
FREYR BATTERY INC
+$28.3K
16,835
减持
CASY
CASEYS GEN STORES INC
+$28.0K
886
-4%
减持
—
TRANE TECHNOLOGIES PLC
+$27.8K
679
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$27.3K
2,121
+3%
减持
MCK
MCKESSON CORP
+$26.9K
702
-7%
增持
TLH
ISHARES TR
+$26.7K
741
+57%
清仓
IJH
ISHARES TR
-$26.3K
0
-100%
减持
COLD
AMERICOLD REALTY TRUST INC
-$26.2K
3,969
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
+$25.9K
3,179
-4%
增持
IYJ
ISHARES TR
+$25.6K
2,212
+0%
减持
ETR
ENTERGY CORP NEW
-$25.4K
945
-24%
减持
NSC
NORFOLK SOUTHN CORP
+$24.9K
1,666
-1%
清仓
FDHY
FIDELITY COVINGTON TRUST
-$24.9K
0
-100%
减持
ACWI
ISHARES TR
+$24.4K
3,851
-2%
清仓
L
LOEWS CORP
-$23.9K
0
-100%
减持
NEAR
ISHARES U S ETF TR
-$23.5K
3,572
-11%
减持
PLD
PROLOGIS INC.
-$23.5K
7,614
-0%
清仓
SCHA
SCHWAB STRATEGIC TR
-$22.7K
0
-100%
清仓
IEUR
ISHARES TR
-$22.3K
0
-100%
减持
MCD
MCDONALDS CORP
-$21.9K
1,321
-1%
增持
USB
US BANCORP DEL
+$21.7K
4,755
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$21.3K
4,709
+1%
减持
IVLU
ISHARES TR
-$21.2K
3,932
-21%
减持
XEL
XCEL ENERGY INC
-$20.5K
1,874
-4%
建仓
EPR
EPR PPTYS
+$20.0K
471
减持
SPTL
SPDR SER TR
-$20.0K
2,311
-21%
增持
EFV
ISHARES TR
+$19.4K
6,751
+1%
减持
VOE
VANGUARD INDEX FDS
+$18.9K
2,081
-1%
减持
AMLP
ALPS ETF TR
-$18.4K
2,563
-22%
减持
IEV
ISHARES TR
-$18.4K
1,724
-20%
减持
CCI
CROWN CASTLE INC
-$18.0K
1,257
-4%
减持
EXPD
EXPEDITORS INTL WASH INC
-$17.9K
1,538
-5%
减持
FAF
FIRST AMERN FINL CORP
-$17.8K
2,902
-4%
减持
BNY
BANK NEW YORK MELLON CORP
-$17.5K
4,135
-16%
减持
GL
GLOBE LIFE INC
-$16.7K
1,554
-4%
清仓
NFBK
NORTHFIELD BANCORP INC DEL
-$15.9K
0
-100%
增持
WSM
WILLIAMS SONOMA INC
+$15.8K
58
+346%
清仓
SR
SPIRE INC
-$15.2K
0
-100%
增持
CMBS
ISHARES TR
+$15.1K
42,544
+0%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$15.0K
3,533
-4%
减持
SCHP
SCHWAB STRATEGIC TR
-$14.9K
374
-43%
建仓
BFS
SAUL CTRS INC
+$14.8K
384
建仓
MCS
MARCUS CORP DEL
+$14.6K
1,024
减持
IWP
ISHARES TR
+$14.5K
1,697
-1%
减持
GLD
SPDR GOLD TR
-$14.3K
43
-64%
增持
KMB
KIMBERLY-CLARK CORP
+$13.9K
1,615
+1%
减持
ES
EVERSOURCE ENERGY
-$13.6K
2,947
-4%
减持
RWR
SPDR SER TR
-$13.5K
98
-59%
减持
DGRO
ISHARES TR
+$13.3K
3,773
-1%
清仓
ARLP
ALLIANCE RESOURCE PARTNERS L
-$13.1K
0
-100%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$13.1K
194
-59%
增持
CLB
CORE LABORATORIES INC
+$13.1K
941
+450%
增持
USMV
ISHARES TR
+$12.8K
1,678
+3%
减持
SUI
SUN CMNTYS INC
-$12.7K
1,162
-4%
增持
T
AT&T INC
+$12.4K
13,448
+1%
清仓
TXNM
PNM RES INC
-$12.4K
0
-100%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$12.3K
564
+88%
增持
AEP
AMERICAN ELEC PWR CO INC
+$12.2K
2,377
+0%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$12.2K
0
-100%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$12.1K
1,352
-4%
减持
CRL
CHARLES RIV LABS INTL INC
+$11.9K
489
-4%
增持
IWR
ISHARES TR
+$11.4K
1,739
+0%
增持
LCTU
BLACKROCK ETF TRUST
+$11.3K
2,165
+0%
减持
GSEW
GOLDMAN SACHS ETF TR
-$11.3K
567
-28%
减持
AR
ANTERO RESOURCES CORP
-$11.2K
109
-83%
减持
LNT
ALLIANT ENERGY CORP
-$11.2K
3,681
-4%
清仓
—
PGT INNOVATIONS INC
-$11.2K
0
-100%
增持
UHT
UNIVERSAL HEALTH RLTY INCOME
+$11.0K
370
+517%
