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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 49
增持 48
减持 30
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
FBCG
FIDELITY COVINGTON TRUST
-$705.7K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$564.3K
801
-72%
增持
GOOGL
ALPHABET INC
+$440.2K
3,213
+217%
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
MSFT
MICROSOFT CORP
+$367.2K
3,974
+31%
增持
CVX
CHEVRON CORP NEW
+$272.8K
7,934
+33%
增持
AMZN
AMAZON COM INC
+$256.1K
2,985
+39%
建仓
V
VISA INC
+$252.8K
800
建仓
—
ACCENTURE PLC IRELAND
+$244.5K
695
增持
IVV
ISHARES TR
+$234.4K
4,129
+8%
建仓
ROP
ROPER TECHNOLOGIES INC
+$233.9K
450
增持
DYNF
BLACKROCK ETF TRUST
+$230.0K
20,543
+24%
增持
QUAL
ISHARES TR
+$228.9K
5,457
+32%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$226.6K
500
增持
AAPL
APPLE INC
+$213.7K
6,612
+7%
增持
IVW
ISHARES TR
+$206.5K
10,663
+17%
建仓
ORCL
ORACLE CORP
+$200.0K
1,200
建仓
QCOM
QUALCOMM INC
+$192.0K
1,250
建仓
DHR
DANAHER CORPORATION
+$183.6K
800
建仓
ALL
ALLSTATE CORP
+$173.5K
900
建仓
ABT
ABBOTT LABS
+$169.7K
1,500
清仓
DMLP
DORCHESTER MINERALS LP
-$165.8K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$165.2K
1,737
减持
NVDA
NVIDIA CORPORATION
-$164.7K
1,080
-58%
建仓
HON
HONEYWELL INTL INC
+$158.1K
700
建仓
MRK
MERCK &CO INC
+$156.7K
1,575
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$156.1K
300
增持
IEX
IDEX CORP
+$153.5K
793
+1267%
建仓
CL
COLGATE PALMOLIVE CO
+$150.0K
1,650
清仓
LCTU
BLACKROCK ETF TRUST
-$136.8K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$133.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$131.1K
1,407
+133%
增持
BAC
BANK AMERICA CORP
+$127.6K
2,940
+7250%
建仓
ZTS
ZOETIS INC
+$122.2K
750
增持
JPM
JPMORGAN CHASE &CO.
+$121.2K
545
+1111%
增持
TRMB
TRIMBLE INC
+$115.2K
1,673
+3385%
清仓
ESGD
ISHARES TR
-$113.4K
0
-100%
建仓
ADBE
ADOBE INC
+$111.2K
250
增持
SCHG
SCHWAB STRATEGIC TR
-$108.2K
12,341
+184%
建仓
DDS
DILLARDS INC
+$107.9K
250
建仓
AMT
AMERICAN TOWER CORP NEW
+$105.5K
575
清仓
SUSL
ISHARES TR
-$98.8K
0
-100%
建仓
HYGW
ISHARES TR
+$98.6K
3,103
建仓
QQQ
INVESCO QQQ TR
+$97.1K
190
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$95.7K
1,000
建仓
NKE
NIKE INC
+$94.6K
1,250
增持
CSCO
CISCO SYS INC
+$94.2K
1,600
+15900%
建仓
KO
COCA COLA CO
+$93.4K
1,500
建仓
DXCM
DEXCOM INC
+$93.3K
1,200
建仓
UNP
UNION PAC CORP
+$91.2K
400
建仓
BIDD
BLACKROCK ETF TRUST
+$90.7K
3,676
清仓
DSI
ISHARES TR
-$84.8K
0
-100%
建仓
—
LINDE PLC
+$83.7K
200
建仓
MCO
MOODYS CORP
+$82.8K
175
建仓
IAU
ISHARES GOLD TR
+$76.0K
1,535
增持
—
EXXON MOBIL CORP
-$73.2K
7,708
+0%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$71.8K
341
增持
EXP
EAGLE MATLS INC
+$71.1K
443
+233%
减持
NEAR
ISHARES U S ETF TR
-$68.7K
747
-64%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$66.6K
491
+1098%
清仓
SUSC
ISHARES TR
-$65.5K
0
-100%
增持
EFG
ISHARES TR
+$64.8K
7,168
+23%
建仓
KEX
KIRBY CORP
+$63.5K
600
建仓
UNH
UNITEDHEALTH GROUP INC
+$63.2K
125
减持
SPIB
SPDR SER TR
-$62.7K
2,878
-38%
减持
CLOA
BLACKROCK ETF TRUST II
-$61.6K
1,932
-38%
建仓
BALI
BLACKROCK ETF TRUST
+$59.5K
1,966
增持
TLH
ISHARES TR
+$59.2K
2,478
+44%
建仓
MTUM
ISHARES TR
+$57.8K
279
增持
ASO
ACADEMY SPORTS &OUTDOORS IN
+$57.5K
1,096
+1042%
增持
OEF
ISHARES TR
+$57.1K
890
+23%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$54.7K
0
-100%
减持
SYLD
CAMBRIA ETF TR
-$54.0K
5
-99%
建仓
SES
SES AI CORPORATION
+$51.6K
23,570
增持
SPY
SPDR S&P 500 ETF TR
+$49.3K
3,543
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$49.2K
1,914
-16%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$49.1K
1,133
-46%
清仓
FALN
ISHARES TR
-$47.5K
0
-100%
减持
ESGU
ISHARES TR
-$44.3K
61
-85%
增持
PLD
PROLOGIS INC.
-$41.6K
2,143
+1%
清仓
EAGG
ISHARES TR
-$41.0K
0
-100%
建仓
YUM
YUM BRANDS INC
+$40.8K
304
减持
MFC
MANULIFE FINL CORP
-$39.8K
4,581
-25%
增持
IYW
ISHARES TR
+$38.6K
1,980
+8%
建仓
SCHY
SCHWAB STRATEGIC TR
+$37.2K
1,607
减持
SHV
ISHARES TR
-$36.8K
684
-32%
减持
BIV
VANGUARD BD INDEX FDS
-$36.3K
323
-58%
增持
ICVT
ISHARES TR
+$35.4K
934
+78%
减持
ACWX
ISHARES TR
-$35.0K
954
-36%
清仓
VNT
VONTIER CORPORATION
-$33.9K
0
-100%
减持
SPTL
SPDR SER TR
-$33.5K
565
-66%
增持
TFI
SPDR SER TR
+$33.3K
1,129
+191%
增持
ABBV
ABBVIE INC
-$32.9K
1,776
+1%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$32.7K
209
+597%
建仓
EA
ELECTRONIC ARTS INC
+$32.6K
223
清仓
—
SUPER MICRO COMPUTER INC
-$31.6K
0
-100%
减持
—
UNILEVER PLC
-$31.6K
1,124
-23%
清仓
ULTA
ULTA BEAUTY INC
-$30.7K
0
-100%
建仓
CTVA
CORTEVA INC
+$30.7K
539
建仓
HYDB
ISHARES TR
+$30.0K
637
减持
VOO
VANGUARD INDEX FDS
-$29.6K
631
-10%
减持
KMB
KIMBERLY-CLARK CORP
-$29.2K
1,045
-11%
减持
LQD
ISHARES TR
-$28.9K
973
-17%
增持
VUG
VANGUARD INDEX FDS
+$28.6K
349
+17%
增持
SPYV
SPDR SER TR
+$28.4K
6,137
+14%
减持
IEUR
ISHARES TR
-$26.8K
1
-100%
减持
MBB
ISHARES TR
-$25.7K
194
-57%
减持
ACWI
ISHARES TR
-$25.5K
3,646
-4%
建仓
COHR
COHERENT CORP
+$25.2K
266
增持
TLT
ISHARES TR
-$24.3K
8,881
+9%
建仓
EQH
EQUITABLE HLDGS INC
+$24.2K
514
增持
MUB
ISHARES TR
+$24.1K
1,227
+25%
清仓
OCCI
OFS CREDIT COMPANY INC
-$23.9K
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$23.5K
152
-42%
建仓
DOCU
DOCUSIGN INC
+$23.3K
259
清仓
NOV
NOV INC
-$23.1K
0
-100%
清仓
ESML
ISHARES TR
-$22.0K
0
-100%
增持
IYR
ISHARES TR
-$21.9K
2,760
+1%
减持
MIDD
MIDDLEBY CORP
-$21.6K
22
-88%
减持
IBP
INSTALLED BLDG PRODS INC
-$21.4K
38
-67%
增持
VTEB
VANGUARD MUN BD FDS
+$20.9K
1,981
+29%
增持
WPC
WP CAREY INC
-$20.7K
2,819
+1%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$20.4K
390
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$19.4K
202
-19%
增持
IEV
ISHARES TR
+$19.4K
612
+186%
建仓
GNMA
ISHARES TR
+$19.4K
451
增持
IWV
ISHARES TR
+$19.3K
2,265
+0%
减持
QLTA
ISHARES TR
-$19.0K
3,330
-6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$18.8K
16,003
+1%
建仓
VNO
VORNADO RLTY TR
+$18.8K
448
增持
EMXC
ISHARES INC
-$18.6K
6,129
+5%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$18.6K
845
+24%
清仓
XLI
SELECT SECTOR SPDR TR
-$18.5K
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$18.3K
2,048
+30%
减持
RS
RELIANCE INC
-$18.1K
82
-41%
清仓
LKQ
LKQ CORP
-$18.0K
0
-100%
清仓
LDEM
ISHARES TR
-$17.1K
0
-100%
清仓
DINO
HF SINCLAIR CORP
-$17.0K
0
-100%
清仓
SUSA
ISHARES TR
-$17.0K
0
-100%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$16.5K
668
-33%
建仓
EZU
ISHARES INC
+$16.5K
350
增持
IVLU
ISHARES TR
+$16.1K
608
+4967%
建仓
EEM
ISHARES TR
+$16.0K
383
建仓
HIMS
HIMS &HERS HEALTH INC
+$16.0K
660
增持
IEF
ISHARES TR
+$15.9K
457
+71%
增持
EFV
ISHARES TR
+$15.6K
13,409
+12%
减持
BINC
BLACKROCK ETF TRUST II
-$15.5K
7,577
-1%
增持
VTV
VANGUARD INDEX FDS
+$15.5K
628
+21%
清仓
AHRT
ARMADA HOFFLER PPTYS INC
-$15.5K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$15.5K
5,904
+182%
减持
VOE
VANGUARD INDEX FDS
-$15.4K
930
-6%
