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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 27
减持 82
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
—
SILA REALTY TRUST INC
-$716.8K
8,103
-81%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$705.7K
16,500
减持
IWS
ISHARES TR
-$670.3K
3,328
-64%
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
IWM
ISHARES TR
-$585.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$585.0K
2,812
-46%
减持
MSFT
MICROSOFT CORP
-$531.3K
3,039
-26%
减持
VNQ
VANGUARD INDEX FDS
-$408.6K
465
-91%
增持
EFV
ISHARES TR
+$406.7K
11,958
+126%
清仓
XHE
SPDR SER TR
-$399.0K
0
-100%
清仓
EEM
ISHARES TR
-$378.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$352.4K
15,787
+52%
减持
AMZN
AMAZON COM INC
-$303.5K
2,140
-41%
减持
PLD
PROLOGIS INC.
-$301.3K
2,123
-58%
增持
TLT
ISHARES TR
+$208.9K
8,152
+27%
减持
CMBS
ISHARES TR
-$197.5K
988
-81%
减持
ICSH
ISHARES TR
-$187.0K
393
-90%
减持
TSLA
TESLA INC
-$181.1K
0
-100%
建仓
MFC
MANULIFE FINL CORP
+$180.5K
6,108
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$176.2K
2,105
-65%
建仓
QLTA
ISHARES TR
+$174.8K
3,557
减持
WPC
WP CAREY INC
-$170.4K
2,797
-55%
建仓
DMLP
DORCHESTER MINERALS LP
+$165.8K
5,500
减持
AAPL
APPLE INC
-$162.0K
6,189
-19%
减持
SCHD
SCHWAB STRATEGIC TR
-$161.4K
2,092
-52%
减持
SPIB
SPDR SER TR
-$146.8K
4,657
-50%
增持
DYNF
BLACKROCK ETF TRUST
+$140.8K
16,630
+14%
减持
MCD
MCDONALDS CORP
-$130.4K
683
-49%
增持
EMXC
ISHARES INC
+$126.0K
5,864
+49%
减持
VOE
VANGUARD INDEX FDS
-$122.5K
988
-48%
增持
QUAL
ISHARES TR
+$117.9K
4,142
+13%
清仓
IGIB
ISHARES TR
-$115.1K
0
-100%
减持
HEFA
ISHARES TR
-$105.1K
271
-92%
减持
AMLP
ALPS ETF TR
-$103.8K
25
-99%
增持
BINC
BLACKROCK ETF TRUST II
+$94.8K
7,653
+27%
减持
IWP
ISHARES TR
-$92.9K
805
-53%
减持
PAYX
PAYCHEX INC
-$92.8K
945
-49%
减持
CVX
CHEVRON CORP NEW
-$84.4K
5,951
-3%
增持
IVW
ISHARES TR
+$82.9K
9,149
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$77.7K
623
-76%
减持
SPYM
SPDR SER TR
-$77.3K
12,296
-13%
减持
BIV
VANGUARD BD INDEX FDS
-$76.8K
771
-58%
减持
NEAR
ISHARES U S ETF TR
-$72.4K
2,077
-42%
增持
SPYV
SPDR SER TR
+$69.6K
5,401
+22%
减持
ABBV
ABBVIE INC
-$67.8K
1,765
-27%
增持
IGRO
ISHARES TR
+$65.8K
1,684
+90%
清仓
—
TE CONNECTIVITY LTD
-$64.2K
0
-100%
减持
TWLO
TWILIO INC
-$62.5K
0
-100%
清仓
—
ENCORE WIRE CORP
-$62.3K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$61.7K
0
-100%
减持
GOOGL
ALPHABET INC
-$61.1K
1,013
-19%
减持
SYLD
CAMBRIA ETF TR
-$60.3K
750
-55%
减持
T
AT&T INC
-$60.2K
2,755
-56%
减持
—
SUPER MICRO COMPUTER INC
-$60.1K
76
-32%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$58.5K
0
-100%
清仓
—
KELLANOVA
-$58.3K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$55.9K
302
-44%
减持
AJG
GALLAGHER ARTHUR J & CO
-$54.7K
119
-65%
减持
BSX
BOSTON SCIENTIFIC CORP
-$53.9K
516
-59%
增持
VYMI
VANGUARD WHITEHALL FDS
+$53.8K
1,151
+157%
减持
DUK
DUKE ENERGY CORP NEW
-$52.8K
708
-47%
减持
MCK
MCKESSON CORP
-$50.1K
90
-44%
减持
NVDA
NVIDIA CORPORATION
-$49.8K
2,550
-12%
减持
IVV
ISHARES TR
+$47.9K
3,809
-3%
增持
CLOA
BLACKROCK ETF TRUST II
+$47.7K
3,111
+42%
增持
VYM
VANGUARD WHITEHALL FDS
+$47.0K
2,288
+10%
减持
CASY
CASEYS GEN STORES INC
-$46.5K
182
-40%
减持
IEMG
ISHARES INC
-$43.8K
2,099
-32%
减持
FALN
ISHARES TR
-$43.7K
1,737
-50%
增持
IWV
ISHARES TR
+$43.0K
2,258
+0%
建仓
SOLV
SOLVENTUM CORP
+$42.3K
606
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$41.2K
1,577
+109%
减持
WRB
BERKLEY W R CORP
-$40.7K
930
-22%
增持
IYR
ISHARES TR
+$40.3K
2,737
+1%
减持
MBB
ISHARES TR
-$40.2K
454
-50%
减持
KMI
KINDER MORGAN INC DEL
-$39.7K
219
-90%
增持
EMB
ISHARES TR
+$39.2K
1,289
+40%
减持
SNPS
SYNOPSYS INC
-$39.0K
57
-50%
减持
CHRD
CHORD ENERGY CORPORATION
-$38.3K
229
-44%
减持
FLR
FLUOR CORP NEW
-$38.0K
967
-50%
减持
SHV
ISHARES TR
-$37.7K
1,013
-25%
清仓
BOND
PIMCO ETF TR
-$37.4K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$37.4K
0
-100%
清仓
—
FERGUSON PLC NEW
-$36.8K
0
-100%
减持
FAF
FIRST AMERN FINL CORP
-$36.7K
344
-69%
清仓
FCX
FREEPORT-MCMORAN INC
-$36.5K
0
-100%
清仓
LLY
ELI LILLY & CO
-$36.2K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$35.3K
1
-100%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$35.1K
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC
-$35.0K
334
-47%
减持
HSY
HERSHEY CO
-$34.7K
204
-49%
减持
VNT
VONTIER CORPORATION
-$34.5K
1,005
-44%
增持
TLH
ISHARES TR
+$33.5K
1,715
+14%
减持
MKL
MARKEL GROUP INC
-$33.3K
25
-46%
清仓
—
EATON CORP PLC
-$32.6K
0
-100%
增持
IYJ
ISHARES TR
+$32.2K
2,222
+0%
清仓
AGGY
WISDOMTREE TR
-$32.0K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$31.8K
178
-44%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$31.3K
264
-45%
清仓
AAP
ADVANCE AUTO PARTS INC
-$31.2K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$30.9K
205
增持
XLF
SELECT SECTOR SPDR TR
+$30.0K
924
+219%
清仓
ISRG
INTUITIVE SURGICAL INC
-$29.8K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$29.7K
398
-52%
减持
GPC
GENUINE PARTS CO
-$29.6K
211
-51%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$29.5K
1,151
+54%
增持
OEF
ISHARES TR
+$28.9K
723
+12%
清仓
META
META PLATFORMS INC
-$28.7K
0
-100%
减持
SUI
SUN CMNTYS INC
-$28.5K
338
-45%
减持
CBOE
CBOE GLOBAL MKTS INC
-$28.5K
353
-40%
减持
LNT
ALLIANT ENERGY CORP
-$28.2K
784
-47%
清仓
IEP
ICAHN ENTERPRISES LP
-$28.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$27.9K
45
-76%
建仓
BITO
PROSHARES TR
+$27.7K
1,445
减持
SNX
TD SYNNEX CORPORATION
-$27.7K
308
-45%
清仓
HWM
HOWMET AEROSPACE INC
-$27.6K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$27.3K
0
-100%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$27.3K
358
-43%
增持
XLU
SELECT SECTOR SPDR TR
+$27.1K
2,069
+1%
减持
AOS
SMITH A O CORP
-$26.1K
688
-36%
减持
COST
COSTCO WHSL CORP NEW
-$26.0K
150
-20%
清仓
CTAS
CINTAS CORP
-$25.9K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$25.8K
257
-45%
减持
MTB
M & T BK CORP
-$25.4K
270
-44%
清仓
INTU
INTUIT
-$25.0K
0
-100%
减持
MAA
MID-AMER APT CMNTYS INC
-$24.7K
230
-47%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$24.6K
489
-50%
清仓
—
NXP SEMICONDUCTORS N V
-$24.5K
0
-100%
清仓
NOW
SERVICENOW INC
-$24.4K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$24.4K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$24.3K
0
-100%
清仓
TJX
TJX COS INC NEW
-$24.2K
0
-100%
减持
POR
PORTLAND GEN ELEC CO
-$24.0K
678
-48%
清仓
DXCM
DEXCOM INC
-$23.9K
0
-100%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$23.8K
266
+1673%
减持
AVY
AVERY DENNISON CORP
-$23.8K
130
-46%
增持
IEUR
ISHARES TR
+$23.6K
441
+674%
减持
—
CRH PLC
-$23.4K
510
-46%
减持
ULTA
ULTA BEAUTY INC
-$22.9K
79
-43%
清仓
ECL
ECOLAB INC
-$22.6K
0
-100%
减持
ES
EVERSOURCE ENERGY
-$21.7K
679
-43%
减持
ONTO
ONTO INNOVATION INC
-$21.6K
155
-37%
清仓
V
VISA INC
-$21.5K
0
-100%
减持
HUBB
HUBBELL INC
-$21.3K
212
-31%
增持
IWB
ISHARES TR
+$21.3K
1,226
+0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$20.9K
1,019
+75%
减持
ADSK
AUTODESK INC
-$20.5K
151
-40%
清仓
HD
HOME DEPOT INC
-$20.3K
0
-100%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$19.9K
231
-35%
减持
WSO
WATSCO INC
-$19.6K
123
-29%
减持
BWXT
BWX TECHNOLOGIES INC
-$19.6K
432
-38%