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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 55
增持 52
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
4,996
+39%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
41,755
+82%
增持
MSFT
MICROSOFT CORP
+$476.5K
3,240
+7%
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
EFV
ISHARES TR
+$414.8K
17,888
+46%
增持
IEMG
ISHARES INC
+$320.1K
9,153
+115%
增持
VTI
VANGUARD INDEX FDS
+$303.3K
3,341
+29%
增持
SPYV
SPDR SERIES TRUST
+$260.2K
13,865
+52%
增持
OEF
ISHARES TR
+$237.9K
2,691
+25%
增持
IVW
ISHARES TR
+$235.4K
10,743
+5%
减持
EMXC
ISHARES INC
-$225.4K
1,368
-76%
增持
DYNF
BLACKROCK ETF TRUST
+$212.4K
21,188
+10%
增持
QUAL
ISHARES TR
+$205.1K
6,717
+12%
增持
THRO
BLACKROCK ETF TRUST
+$203.7K
15,526
+41%
建仓
BAI
BLACKROCK ETF TRUST
+$200.4K
6,947
建仓
IAGG
ISHARES TR
+$193.4K
3,786
增持
NVDA
NVIDIA CORPORATION
+$160.7K
1,758
+63%
减持
IVV
ISHARES TR
-$154.2K
3,698
-15%
增持
TLH
ISHARES TR
+$150.0K
2,875
+110%
清仓
HTGC
HERCULES CAPITAL INC
-$131.6K
0
-100%
减持
HEFA
ISHARES TR
-$110.3K
816
-79%
减持
LQD
ISHARES TR
-$103.4K
66
-94%
清仓
PFE
PFIZER INC
-$102.6K
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$97.5K
5
-100%
减持
CRM
SALESFORCE INC
-$83.0K
42
-88%
清仓
WPC
WP CAREY INC
-$82.0K
0
-100%
增持
TLT
ISHARES TR
+$81.8K
10,954
+13%
建仓
IGEB
ISHARES TR
+$79.9K
1,759
减持
VONV
VANGUARD SCOTTSDALE FDS
-$78.6K
178
-84%
增持
EFG
ISHARES TR
+$76.7K
5,058
+3%
增持
QQQ
INVESCO QQQ TR
+$70.9K
290
+53%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$69.0K
2,027
+18%
增持
IWV
ISHARES TR
+$68.8K
2,013
+0%
增持
CVX
CHEVRON CORP NEW
-$65.6K
6,545
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$65.1K
12,729
+4%
建仓
META
META PLATFORMS INC
+$65.0K
88
增持
FNDF
SCHWAB STRATEGIC TR
+$59.6K
2,524
+120%
增持
IYJ
ISHARES TR
+$47.6K
2,396
+6%
增持
IVE
ISHARES TR
+$46.0K
1,093
+25%
清仓
ABR
ARBOR REALTY TRUST INC
-$45.9K
0
-100%
增持
BALI
BLACKROCK ETF TRUST
+$45.8K
3,361
+75%
减持
IYW
ISHARES TR
-$44.5K
1,344
-32%
减持
IGRO
ISHARES TR
-$43.3K
1,022
-40%
建仓
NFLX
NETFLIX INC
+$40.2K
30
增持
CLOA
BLACKROCK ETF TRUST II
+$39.8K
1,529
+100%
减持
SCHD
SCHWAB STRATEGIC TR
-$39.5K
3,072
-29%
减持
CMBS
ISHARES TR
-$39.1K
93
-90%
建仓
HOOD
ROBINHOOD MKTS INC
+$37.4K
399
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$37.2K
2,445
+2%
建仓
GOOG
ALPHABET INC
+$36.8K
207
减持
FANG
DIAMONDBACK ENERGY INC
-$36.0K
39
-85%
建仓
SNOW
SNOWFLAKE INC
+$35.6K
159
清仓
XYLD
GLOBAL X FDS
-$35.3K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$35.1K
5
-98%
减持
IWB
ISHARES TR
+$34.8K
1,415
-3%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$33.8K
139
增持
GOOGL
ALPHABET INC
+$33.5K
1,079
+7%
减持
VOE
VANGUARD INDEX FDS
-$32.6K
535
-29%
建仓
ORCL
ORACLE CORP
+$32.6K
149
增持
TXN
TEXAS INSTRS INC
+$32.0K
193
+329%
减持
PYPL
PAYPAL HLDGS INC
-$32.0K
9
-98%
建仓
NOW
SERVICENOW INC
+$31.9K
31
建仓
INTU
INTUIT
+$31.5K
40
建仓
AVGO
BROADCOM INC
+$30.9K
112
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$30.7K
791
+248%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$29.1K
2,430
+34%
建仓
TSLA
TESLA INC
+$28.9K
91
清仓
LB
LANDBRIDGE COMPANY LLC
-$28.8K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$28.5K
7,972
+6%
减持
SIRI
SIRIUSXM HOLDINGS INC
-$27.9K
47
-96%
增持
XLU
SELECT SECTOR SPDR TR
+$27.4K
2,365
+13%
增持
MCD
MCDONALDS CORP
+$26.8K
662
+24%
清仓
MITT
AG MTG INVT TR INC
-$26.6K
0
-100%
建仓
STIP
ISHARES TR
+$25.6K
249
减持
ICVT
ISHARES TR
-$25.6K
514
-40%
增持
IEFA
ISHARES TR
+$24.8K
1,652
+11%
建仓
MA
MASTERCARD INCORPORATED
+$24.7K
44
增持
EZU
ISHARES INC
+$24.5K
721
+109%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$23.1K
102
建仓
LRCX
LAM RESEARCH CORP
+$22.5K
231
增持
IWS
ISHARES TR
+$22.4K
3,368
+0%
建仓
XLC
SELECT SECTOR SPDR TR
+$21.8K
201
增持
ABBV
ABBVIE INC
-$21.5K
1,495
+5%
减持
DLR
DIGITAL RLTY TR INC
-$21.3K
8
-95%
建仓
SHOP
SHOPIFY INC
+$21.2K
184
增持
—
EXXON MOBIL CORP
-$20.6K
8,316
+8%
建仓
DIS
DISNEY WALT CO
+$20.2K
163
建仓
IGF
ISHARES TR
+$20.1K
339
建仓
—
SPOTIFY TECHNOLOGY S A
+$20.0K
26
建仓
SE
SEA LTD
+$19.8K
124
减持
IGM
ISHARES TR
-$19.5K
39
-85%
增持
INTC
INTEL CORP
+$19.2K
1,799
+94%
增持
XLF
SELECT SECTOR SPDR TR
+$18.5K
1,312
+30%
增持
AAPL
APPLE INC
-$17.9K
4,906
+6%
建仓
BKNG
BOOKING HOLDINGS INC
+$17.4K
3
建仓
TWLO
TWILIO INC
+$17.3K
139
建仓
MLN
VANECK ETF TRUST
+$17.3K
1,022
增持
IWN
ISHARES TR
+$17.0K
2,284
+0%
建仓
MS
MORGAN STANLEY
+$16.3K
116
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$16.3K
0
-100%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$15.9K
204
增持
VYMI
VANGUARD WHITEHALL FDS
+$15.7K
1,427
+7%
建仓
MELI
MERCADOLIBRE INC
+$15.7K
6
建仓
HUBS
HUBSPOT INC
+$15.6K
28
减持
ICSH
ISHARES TR
-$15.5K
1
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$15.1K
162
建仓
VEEV
VEEVA SYS INC
+$15.0K
52
建仓
NU
NU HLDGS LTD
+$14.9K
1,084
建仓
TEAM
ATLASSIAN CORPORATION
+$14.8K
73
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$14.8K
823
-28%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$14.2K
153
减持
SPYM
SPDR SERIES TRUST
+$14.2K
3,988
-5%
减持
XLI
SELECT SECTOR SPDR TR
-$14.0K
26
-81%
清仓
TFI
SPDR SER TR
-$13.7K
0
-100%
减持
AMZN
AMAZON COM INC
-$13.7K
1,503
-17%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$13.3K
612
-33%
减持
IAU
ISHARES GOLD TR
-$12.7K
2,387
-13%
增持
IWR
ISHARES TR
+$12.6K
1,767
+0%
建仓
—
EATON CORP PLC
+$12.5K
35
建仓
SNPS
SYNOPSYS INC
+$12.3K
24
建仓
ANET
ARISTA NETWORKS INC
+$12.1K
118
增持
WMT
WALMART INC
+$11.9K
952
+3%
建仓
PGR
PROGRESSIVE CORP
+$11.7K
44
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$11.7K
23
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$11.7K
695
-27%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$11.4K
37
增持
VYM
VANGUARD WHITEHALL FDS
+$11.4K
1,860
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$11.3K
55
建仓
TTD
THE TRADE DESK INC
+$11.2K
155
增持
PLD
PROLOGIS INC.
-$10.7K
2,198
+2%
减持
IEUR
ISHARES TR
-$10.6K
223
-47%
清仓
MJ
AMPLIFY ETF TR
-$10.5K
0
-100%
增持
BITO
PROSHARES TR
+$10.0K
2,075
+10%
增持
KMB
KIMBERLY-CLARK CORP
-$10.0K
828
+1%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$9.9K
887
+0%
建仓
—
LINDE PLC
+$9.9K
21
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$9.7K
33
建仓
BABA
ALIBABA GROUP HLDG LTD
+$9.6K
85
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$9.6K
41
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$9.6K
949
-16%
减持
MBB
ISHARES TR
-$9.5K
95
-52%
建仓
DDOG
DATADOG INC
+$9.1K
68
建仓
PEP
PEPSICO INC
+$9.1K
69
建仓
SYK
STRYKER CORPORATION
+$8.7K
22
建仓
HYD
VANECK ETF TRUST
+$8.7K
173
建仓
AXP
AMERICAN EXPRESS CO
+$8.6K
27
建仓
WFC
WELLS FARGO CO NEW
+$8.6K
107
增持
EMB
ISHARES TR
+$8.2K
1,632
+3%
减持
ITOT
ISHARES TR
+$8.2K
745
-2%
减持
MTUM
ISHARES TR
+$8.2K
260
-3%
建仓
TEM
TEMPUS AI INC
+$8.1K
128
