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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 20
减持 52
清仓 65
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$631.3K
4,612
-30%
减持
SPYM
SPDR SER TR
-$544.3K
4,193
-65%
减持
MSFT
MICROSOFT CORP
-$539.9K
3,024
-24%
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
VTI
VANGUARD INDEX FDS
+$480.0K
2,591
+223%
减持
GOOGL
ALPHABET INC
-$451.6K
1,013
-68%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$439.7K
11,000
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$389.4K
22,928
+43%
建仓
THRO
BLACKROCK ETF TRUST
+$348.8K
11,005
增持
OEF
ISHARES TR
+$324.4K
2,147
+141%
减持
AMZN
AMAZON COM INC
-$311.5K
1,805
-40%
减持
ACWI
ISHARES TR
-$294.7K
1,149
-68%
清仓
V
VISA INC
-$252.8K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$244.5K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$233.9K
0
-100%
减持
EFG
ISHARES TR
-$204.3K
4,897
-32%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$200.0K
50
-90%
清仓
ORCL
ORACLE CORP
-$200.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$192.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$183.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$180.7K
324
-77%
清仓
ALL
ALLSTATE CORP
-$173.5K
0
-100%
清仓
ABT
ABBOTT LABS
-$169.7K
0
-100%
清仓
IEX
IDEX CORP
-$166.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$158.1K
0
-100%
清仓
MRK
MERCK &CO INC
-$156.7K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$156.1K
0
-100%
增持
SPYV
SPDR SER TR
+$151.6K
9,110
+48%
清仓
CL
COLGATE PALMOLIVE CO
-$150.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$146.3K
5,995
-24%
减持
IVW
ISHARES TR
-$135.1K
10,205
-4%
建仓
HTGC
HERCULES CAPITAL INC
+$131.6K
6,852
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$128.1K
1,518
减持
BAC
BANK AMERICA CORP
-$127.5K
40
-99%
减持
SUB
ISHARES TR
-$123.8K
262
-82%
清仓
ZTS
ZOETIS INC
-$122.2K
0
-100%
增持
HEFA
ISHARES TR
+$119.7K
3,894
+527%
减持
JPM
JPMORGAN CHASE & CO.
-$119.6K
45
-92%
减持
IWV
ISHARES TR
-$119.1K
2,008
-11%
清仓
TRMB
TRIMBLE INC
-$118.2K
0
-100%
增持
GLDM
WORLD GOLD TR
+$112.9K
1,852
+5347%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$112.0K
2,403
+26600%
减持
DYNF
BLACKROCK ETF TRUST
-$111.3K
19,308
-6%
清仓
ADBE
ADOBE INC
-$111.2K
0
-100%
增持
TLT
ISHARES TR
+$109.4K
9,720
+9%
清仓
EXP
EAGLE MATLS INC
-$109.3K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$105.5K
0
-100%
增持
IEMG
ISHARES INC
+$104.8K
4,251
+78%
减持
TLH
ISHARES TR
-$104.6K
1,370
-45%
建仓
PFE
PFIZER INC
+$102.6K
4,051
减持
MUB
ISHARES TR
-$102.3K
269
-78%
清仓
AXON
AXON ENTERPRISE INC
-$102.2K
0
-100%
清仓
SMMU
PIMCO ETF TR
-$98.4K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$97.8K
1,076
+53700%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$95.7K
0
-100%
清仓
CSCO
CISCO SYS INC
-$94.7K
0
-100%
清仓
NKE
NIKE INC
-$94.6K
0
-100%
建仓
CRM
SALESFORCE INC
+$94.4K
352
清仓
KO
COCA COLA CO
-$93.4K
0
-100%
清仓
DXCM
DEXCOM INC
-$93.3K
0
-100%
清仓
UNP
UNION PAC CORP
-$91.2K
0
-100%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$90.7K
1,136
+2889%
清仓
DECK
DECKERS OUTDOOR CORP
-$89.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$87.9K
7,711
+0%
增持
ITOT
ISHARES TR
+$86.3K
757
+1511%
增持
IAU
ISHARES GOLD TR
+$85.5K
2,740
+79%
减持
HUBB
HUBBELL INC
-$84.2K
15
-93%
增持
QLTA
ISHARES TR
+$84.0K
5,045
+52%
清仓
—
LINDE PLC
-$83.7K
0
-100%
清仓
MCO
MOODYS CORP
-$82.8K
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$79.6K
0
-100%
清仓
SHV
ISHARES TR
-$75.3K
0
-100%
减持
IFRA
ISHARES TR
-$75.1K
2
-100%
清仓
VST
VISTRA CORP
-$71.8K
0
-100%
减持
WPC
WP CAREY INC
-$71.5K
1,300
-54%
增持
SPY
SPDR S&P 500 ETF TR
-$70.7K
3,586
+1%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$67.8K
0
-100%
清仓
LII
LENNOX INTL INC
-$66.4K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$66.1K
41
-92%
建仓
HIMU
BLACKROCK ETF TRUST II
+$65.1K
1,314
清仓
EME
EMCOR GROUP INC
-$64.9K
0
-100%
减持
CASY
CASEYS GEN STORES INC
-$64.7K
17
-91%
减持
IT
GARTNER INC
-$64.6K
10
-93%
增持
VTEB
VANGUARD MUN BD FDS
+$64.3K
3,298
+66%
清仓
KEX
KIRBY CORP
-$63.5K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$63.2K
0
-100%
清仓
ASO
ACADEMY SPORTS &OUTDOORS IN
-$63.1K
0
-100%
减持
CLOA
BLACKROCK ETF TRUST II
-$60.4K
765
-60%
减持
CBOE
CBOE GLOBAL MKTS INC
-$59.7K
41
-88%
减持
WSO
WATSCO INC
-$54.2K
8
-93%
增持
IVE
ISHARES TR
+$53.0K
876
+46%
清仓
GDDY
GODADDY INC
-$52.5K
0
-100%
增持
IWB
ISHARES TR
+$50.7K
1,453
+19%
增持
QUAL
ISHARES TR
+$50.7K
5,984
+10%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$50.4K
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC
-$48.0K
0
-100%
减持
IWN
ISHARES TR
-$47.3K
2,273
-4%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$46.9K
22
-90%
清仓
WSM
WILLIAMS SONOMA INC
-$46.5K
0
-100%
清仓
STLD
STEEL DYNAMICS INC
-$46.2K
0
-100%
建仓
ABR
ARBOR REALTY TRUST INC
+$45.9K
3,910
清仓
SFM
SPROUTS FMRS MKT INC
-$45.6K
0
-100%
减持
WRB
BERKLEY W R CORP
-$44.7K
137
-85%
清仓
ANF
ABERCROMBIE &FITCH CO
-$44.5K
0
-100%
减持
MTB
M & T BK CORP
-$43.7K
40
-85%
清仓
CLH
CLEAN HARBORS INC
-$43.5K
0
-100%
减持
BWXT
BWX TECHNOLOGIES INC
-$43.4K
49
-89%
减持
PNC
PNC FINL SVCS GROUP INC
-$42.8K
38
-85%
减持
FLR
FLUOR CORP NEW
-$42.8K
136
-86%
减持
MCK
MCKESSON CORP
-$42.7K
11
-88%
清仓
CTRA
COTERRA ENERGY INC
-$42.7K
0
-100%
减持
AOS
SMITH A O CORP
-$42.3K
71
-90%
清仓
SCI
SERVICE CORP INTL
-$42.1K
0
-100%
建仓
CMPS
COMPASS PATHWAYS PLC
+$42.0K
14,700
建仓
FNDF
SCHWAB STRATEGIC TR
+$41.4K
1,146
清仓
BMI
BADGER METER INC
-$41.2K
0
-100%
减持
—
CRH PLC
-$40.9K
72
-86%
清仓
—
TOPBUILD CORP
-$40.8K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$40.6K
54
-90%
减持
SCHD
SCHWAB STRATEGIC TR
-$40.4K
4,323
-27%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$40.1K
0
-100%
减持
GMED
GLOBUS MED INC
-$39.9K
76
-86%
清仓
OC
OWENS CORNING NEW
-$39.3K
0
-100%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$39.3K
38
-89%
减持
IWP
ISHARES TR
-$39.2K
458
-38%
减持
ADSK
AUTODESK INC
-$39.1K
21
-86%
清仓
ES
EVERSOURCE ENERGY
-$39.1K
0
-100%
减持
LNT
ALLIANT ENERGY CORP
-$38.9K
117
-85%
减持
IYW
ISHARES TR
-$38.5K
1,975
-0%
减持
TFI
SPDR SER TR
-$37.8K
304
-73%
清仓
POOL
POOL CORP
-$37.5K
0
-100%
清仓
CSL
CARLISLE COS INC
-$37.3K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$37.2K
12,249
-1%
清仓
SCHY
SCHWAB STRATEGIC TR
-$37.2K
0
-100%
减持
TOL
TOLL BROTHERS INC
-$37.1K
54
-84%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$36.9K
0
-100%
清仓
LPX
LOUISIANA PAC CORP
-$36.9K
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$36.5K
142
清仓
AVAV
AEROVIRONMENT INC
-$36.5K
0
-100%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$36.3K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$35.7K
271
减持
MKL
MARKEL GROUP INC
-$35.7K
4
-84%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$35.6K
0
-100%
建仓
XYLD
GLOBAL X FDS
+$35.3K
895
清仓
SGI
TEMPUR SEALY INTL INC
-$34.7K
0
-100%
减持
YUM
YUM BRANDS INC
-$34.6K
39
-87%
清仓
GTLS
CHART INDS INC
-$34.5K
0
-100%
减持
—
SILA REALTY TRUST INC
-$34.5K
6,086
-25%
清仓
BIO
BIO RAD LABS INC
-$34.5K
0
-100%
减持
SOLV
SOLVENTUM CORP
-$34.3K
75
-88%
清仓
RGEN
REPLIGEN CORP
-$33.0K
0
-100%
