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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 40
增持 49
减持 39
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
IUSB
ISHARES TR
+$1.2M
26,333
+2318%
减持
TLT
ISHARES TR
-$480.1K
5,446
-50%
增持
IVE
ISHARES TR
+$419.9K
3,067
+181%
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
MBB
ISHARES TR
+$344.7K
3,716
+3812%
增持
IVV
ISHARES TR
+$285.2K
3,861
+4%
建仓
SCHI
SCHWAB STRATEGIC TR
+$279.7K
12,119
增持
EFV
ISHARES TR
+$266.0K
20,662
+16%
清仓
IYR
ISHARES TR
-$264.0K
0
-100%
建仓
OACP
UNIFIED SER TR
+$255.0K
11,060
增持
VUSB
VANGUARD BD INDEX FDS
+$251.2K
7,020
+251%
增持
SPY
SPDR S&P 500 ETF TR
+$249.6K
5,008
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$230.7K
11,431
+272%
增持
DYNF
BLACKROCK ETF TRUST
+$222.9K
23,258
+10%
减持
AAPL
APPLE INC
+$218.6K
4,812
-2%
增持
TLH
ISHARES TR
+$211.7K
4,891
+70%
减持
SPYV
SPDR SERIES TRUST
-$204.7K
9,415
-32%
增持
OEF
ISHARES TR
+$204.5K
3,077
+14%
增持
QUAL
ISHARES TR
+$195.6K
7,320
+9%
建仓
IBD
NORTHERN LTS FD TR IV
+$195.3K
8,087
减持
QLTA
ISHARES TR
-$190.2K
1,032
-79%
增持
IVW
ISHARES TR
+$188.6K
11,363
+6%
建仓
BDYN
BLACKROCK ETF TRUST
+$181.9K
7,186
增持
IEMG
ISHARES INC
+$177.5K
11,028
+20%
建仓
SCHY
SCHWAB STRATEGIC TR
+$176.9K
6,333
建仓
SCYB
SCHWAB STRATEGIC TR
+$164.4K
6,151
增持
MTUM
ISHARES TR
+$158.6K
863
+232%
建仓
PFF
ISHARES TR
+$147.1K
4,653
建仓
ETSY
ETSY INC
+$132.8K
2,000
建仓
SCHH
SCHWAB STRATEGIC TR
+$131.5K
6,096
增持
UPS
UNITED PARCEL SERVICE INC
+$124.6K
1,500
+21329%
建仓
AAP
ADVANCE AUTO PARTS INC
+$122.8K
2,000
减持
DGRO
ISHARES TR
-$116.0K
525
-78%
增持
IAGG
ISHARES TR
+$111.6K
5,955
+57%
建仓
TUSB
THRIVENT ETF TRUST
+$107.0K
2,123
建仓
BDVL
BLACKROCK ETF TRUST
+$106.7K
4,268
减持
VTEB
VANGUARD MUN BD FDS
-$97.1K
1,370
-59%
减持
VYMI
VANGUARD WHITEHALL FDS
-$94.0K
241
-83%
增持
THRO
BLACKROCK ETF TRUST
+$93.8K
17,069
+10%
建仓
PRXV
PRAXIS FDS
+$89.8K
3,027
减持
PLD
PROLOGIS INC.
-$82.8K
1,294
-41%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$82.2K
4,059
+2952%
增持
IYW
ISHARES TR
+$81.7K
1,607
+20%
建仓
GOVT
ISHARES TR
+$80.9K
3,499
建仓
PRXG
PRAXIS FDS
+$80.8K
2,256
建仓
ESUM
STRATEGY SHS
+$79.9K
2,940
减持
BIDD
BLACKROCK ETF TRUST
-$79.5K
761
-79%
减持
BALI
BLACKROCK ETF TRUST
-$79.2K
692
-79%
减持
HYGW
ISHARES TR
-$79.2K
668
-79%
建仓
AVEM
AMERICAN CENTY ETF TR
+$78.1K
1,040
增持
STIP
ISHARES TR
+$77.6K
999
+301%
增持
AGG
ISHARES TR
+$73.0K
804
+944%
建仓
SQ
BLOCK INC
+$72.3K
1,000
增持
ABBV
ABBVIE INC
+$70.3K
1,502
+0%
增持
SCHQ
SCHWAB STRATEGIC TR
+$69.8K
2,833
+315%
建仓
WWJD
NORTHERN LTS FD TR IV
+$68.9K
1,954
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$65.2K
1,346
-34%
减持
IGRO
ISHARES TR
-$63.8K
211
-79%
减持
IGEB
ISHARES TR
-$63.3K
361
-79%
减持
CLOA
BLACKROCK ETF TRUST II
-$63.1K
314
-79%
减持
VYM
VANGUARD WHITEHALL FDS
-$61.0K
1,327
-29%
建仓
BLES
NORTHERN LTS FD TR IV
+$59.5K
1,402
增持
IWV
ISHARES TR
+$58.2K
2,018
+0%
建仓
ACP
ABRDN INCOME CREDIT STRATEGI
+$54.9K
9,467
建仓
SCHB
SCHWAB STRATEGIC TR
+$51.8K
2,016
建仓
CPNG
COUPANG INC
+$51.5K
1,600
增持
FNDX
SCHWAB STRATEGIC TR
+$50.1K
1,919
+11188%
增持
SCHP
SCHWAB STRATEGIC TR
+$49.3K
1,828
增持
IWN
ISHARES TR
+$45.4K
2,294
+0%
增持
IAU
ISHARES GOLD TR
+$43.9K
2,648
+11%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$43.1K
40,817
-2%
减持
BINC
BLACKROCK ETF TRUST II
-$42.8K
7,111
-11%
增持
SCHG
SCHWAB STRATEGIC TR
+$42.3K
12,979
+2%
增持
BAI
BLACKROCK ETF TRUST
+$41.1K
7,070
+2%
清仓
RWR
SPDR SERIES TRUST
-$41.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$39.1K
1,698
-3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$38.1K
1,716
-30%
增持
VZ
VERIZON COMMUNICATIONS INC
+$35.8K
1,500
+115%
减持
IWB
ISHARES TR
+$34.8K
1,410
-0%
建仓
WPC
WP CAREY INC
+$33.8K
500
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$33.8K
0
-100%
减持
EMB
ISHARES TR
-$33.2K
1,241
-24%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$32.6K
1,308
清仓
NOW
SERVICENOW INC
-$31.9K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$31.4K
0
-100%
减持
IEF
ISHARES TR
-$30.7K
86
-79%
减持
—
EXXON MOBIL CORP
+$29.1K
8,209
-1%
清仓
TSLA
TESLA INC
-$28.9K
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$28.2K
2,997
+23%
清仓
SUB
ISHARES TR
-$28.1K
0
-100%
增持
IWS
ISHARES TR
+$27.3K
3,382
+0%
减持
VOO
VANGUARD INDEX FDS
+$25.6K
586
-0%
减持
MUB
ISHARES TR
-$25.5K
96
-72%
增持
XLY
SELECT SECTOR SPDR TR
+$24.9K
171
+131%
增持
SCHZ
SCHWAB STRATEGIC TR
+$24.7K
1,172
+869%
建仓
XLK
SELECT SECTOR SPDR TR
+$24.0K
85
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$23.6K
334
-52%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$22.6K
1,010
+14%
建仓
APA
APA CORPORATION
+$22.4K
921
减持
HIMU
BLACKROCK ETF TRUST II
-$22.2K
853
-35%
建仓
ITA
ISHARES TR
+$22.2K
106
建仓
SHLD
GLOBAL X FDS
+$21.8K
311
清仓
XLC
SELECT SECTOR SPDR TR
-$21.8K
0
-100%
增持
EFG
ISHARES TR
+$21.6K
5,164
+2%
清仓
SHOP
SHOPIFY INC
-$21.2K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$20.5K
2,829
+12%
建仓
INMU
BLACKROCK ETF TRUST II
+$18.6K
777
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$18.5K
253
增持
PAYX
PAYCHEX INC
-$17.4K
959
+0%
减持
VTI
VANGUARD INDEX FDS
-$17.0K
3,042
-9%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$15.9K
0
-100%
减持
IGF
ISHARES TR
-$15.9K
69
-80%
清仓
KHC
KRAFT HEINZ CO
-$15.8K
0
-100%
建仓
HDEF
DBX ETF TR
+$15.6K
531
清仓
HUBS
HUBSPOT INC
-$15.6K
0
-100%
增持
MLN
VANECK ETF TRUST
+$15.3K
1,862
+82%
清仓
NU
NU HLDGS LTD
-$14.9K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$14.8K
0
-100%
减持
EMXC
ISHARES INC
-$14.8K
1,061
-22%
清仓
IXP
ISHARES TR
-$14.2K
0
-100%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$13.9K
699
-26%
建仓
XLE
SELECT SECTOR SPDR TR
+$13.8K
155
增持
ICVT
ISHARES TR
+$13.2K
595
+16%
建仓
SCHF
SCHWAB STRATEGIC TR
+$12.8K
548
建仓
UAA
UNDER ARMOUR INC
+$12.5K
2,500
减持
IEUR
ISHARES TR
-$12.4K
34
-85%
减持
ACWX
ISHARES TR
-$12.3K
558
-30%
清仓
CRM
SALESFORCE INC
-$11.5K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$11.3K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$11.2K
0
-100%
减持
ACWI
ISHARES TR
+$11.0K
1,148
-0%
增持
JNJ
JOHNSON & JOHNSON
+$10.8K
321
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$10.7K
94
+262%
清仓
BBRE
J P MORGAN EXCHANGE TRADED F
-$10.6K
0
-100%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$10.3K
388
-37%
建仓
OAEM
UNIFIED SER TR
+$10.2K
295
减持
—
SILA REALTY TRUST INC
-$10.1K
5,336
-12%
建仓
ELCV
STRATEGY SHS
+$9.9K
372
建仓
TSME
THRIVENT ETF TRUST
+$9.8K
237
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$9.7K
255
+99%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$9.6K
0
-100%
增持
HYDB
ISHARES TR
+$9.6K
203
+10050%
增持
AEP
AMERICAN ELEC PWR CO INC
+$9.3K
991
+1%
建仓
TFI
SPDR SERIES TRUST
+$9.3K
204
增持
IYJ
ISHARES TR
+$9.2K
2,400
+0%
减持
HEFA
ISHARES TR
-$9.2K
551
-32%
清仓
PEP
PEPSICO INC
-$9.1K
0
-100%
清仓
HYD
VANECK ETF TRUST
-$8.7K
0
-100%
增持
IWR
ISHARES TR
+$8.7K
1,773
+0%
减持
HEZU
ISHARES TR
-$8.5K
364
-37%
建仓
IVR
INVESCO MORTGAGE CAPITAL INC
+$8.4K
1,109