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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 7
减持 29
清仓 105
方向
标的
Δ市值
现股数(环比)
清仓
SPY
SPDR S&P 500 ETF TR
-$3.3M
0
-100%
清仓
IVV
ISHARES TR
-$2.6M
0
-100%
清仓
QUAL
ISHARES TR
-$1.4M
0
-100%
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
EFV
ISHARES TR
-$1.4M
0
-100%
清仓
DYNF
BLACKROCK ETF TRUST
-$1.4M
0
-100%
清仓
IVW
ISHARES TR
-$1.4M
0
-100%
清仓
IUSB
ISHARES TR
-$1.2M
0
-100%
清仓
OEF
ISHARES TR
-$1.0M
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$998.3K
0
-100%
清仓
IWV
ISHARES TR
-$764.8K
0
-100%
清仓
IEMG
ISHARES INC
-$727.0K
0
-100%
清仓
THRO
BLACKROCK ETF TRUST
-$646.2K
0
-100%
清仓
IVE
ISHARES TR
-$633.4K
0
-100%
清仓
EFG
ISHARES TR
-$588.1K
0
-100%
清仓
SPYV
SPDR SERIES TRUST
-$520.9K
0
-100%
清仓
IWB
ISHARES TR
-$515.3K
0
-100%
清仓
TLH
ISHARES TR
-$503.8K
0
-100%
清仓
TLT
ISHARES TR
-$486.7K
0
-100%
清仓
IWS
ISHARES TR
-$472.3K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$414.2K
0
-100%
清仓
IWN
ISHARES TR
-$405.6K
0
-100%
清仓
BINC
BLACKROCK ETF TRUST II
-$378.6K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$358.8K
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS
-$350.9K
0
-100%
清仓
IYJ
ISHARES TR
-$350.1K
0
-100%
清仓
IYW
ISHARES TR
-$314.8K
0
-100%
清仓
SPYM
SPDR SERIES TRUST
-$312.4K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$312.1K
0
-100%
清仓
IAGG
ISHARES TR
-$305.1K
0
-100%
清仓
SCHI
SCHWAB STRATEGIC TR
-$279.7K
0
-100%
减持
FBCG
FIDELITY COVINGTON TRUST
-$262.4K
5,000
-50%
清仓
OACP
UNIFIED SER TR
-$255.0K
0
-100%
清仓
BAI
BLACKROCK ETF TRUST
-$241.5K
0
-100%
清仓
MTUM
ISHARES TR
-$221.3K
0
-100%
清仓
IBD
NORTHERN LTS FD TR IV
-$195.3K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$190.1K
0
-100%
清仓
BDYN
BLACKROCK ETF TRUST
-$181.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$175.4K
758
-55%
清仓
IWR
ISHARES TR
-$171.2K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$167.4K
0
-100%
清仓
SCYB
SCHWAB STRATEGIC TR
-$164.4K
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$163.1K
2,490
清仓
ACWI
ISHARES TR
-$158.7K
0
-100%
清仓
DDS
DILLARDS INC
-$153.6K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$152.8K
38,048
-7%
清仓
PFF
ISHARES TR
-$147.1K
0
-100%
清仓
IEFA
ISHARES TR
-$131.5K
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$121.5K
0
-100%
清仓
EMB
ISHARES TR
-$118.1K
0
-100%
清仓
ITOT
ISHARES TR
-$106.9K
0
-100%
清仓
BDVL
BLACKROCK ETF TRUST
-$106.7K
0
-100%
清仓
STIP
ISHARES TR
-$103.2K
0
-100%
清仓
SPIB
SPDR SERIES TRUST
-$97.5K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$93.4K
0
-100%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$91.5K
0
-100%
清仓
IDV
ISHARES TR
-$86.0K
0
-100%
清仓
GOVT
ISHARES TR
-$80.9K
0
-100%
清仓
AGG
ISHARES TR
-$80.6K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$79.5K
6,147
-6%
减持
ETSY
ETSY INC
-$77.3K
1,000
-50%
清仓
XLF
SELECT SECTOR SPDR TR
-$71.8K
0
-100%
清仓
EMXC
ISHARES INC
-$71.6K
0
-100%
清仓
WWJD
NORTHERN LTS FD TR IV
-$68.9K
0
-100%
清仓
—
UNILEVER PLC
-$67.8K
0
-100%
清仓
IWP
ISHARES TR
-$65.2K
0
-100%
减持
META
META PLATFORMS INC
-$63.3K
2
-98%
清仓
IEV
ISHARES TR
-$61.6K
0
-100%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$60.5K
858
-36%
清仓
ICVT
ISHARES TR
-$59.6K
0
-100%
清仓
BLES
NORTHERN LTS FD TR IV
-$59.5K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$51.8K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$50.5K
0
-100%
清仓
QLTA
ISHARES TR
-$50.0K
0
-100%
建仓
TGT
TARGET CORP
+$48.9K
500
增持
IAU
ISHARES GOLD TR
+$48.0K
2,965
+12%
清仓
VV
VANGUARD INDEX FDS
-$46.8K
0
-100%
建仓
UL
UNILEVER PLC
+$46.1K
705
清仓
USMV
ISHARES TR
-$44.7K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$42.5K
0
-100%
清仓
HIMU
BLACKROCK ETF TRUST II
-$42.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$41.0K
0
-100%
减持
T
AT&T INC
-$40.4K
1,612
-43%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$39.7K
1,447
-16%
减持
PAYX
PAYCHEX INC
-$38.1K
744
-22%
清仓
ACWX
ISHARES TR
-$36.3K
0
-100%
清仓
DGRO
ISHARES TR
-$35.7K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$34.6K
683
-18%
清仓
SCHJ
SCHWAB STRATEGIC TR
-$32.6K
0
-100%
减持
MFC
MANULIFE FINL CORP
-$32.4K
2,955
-34%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$30.0K
745
-26%
清仓
VBK
VANGUARD INDEX FDS
-$28.6K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$27.8K
45
-77%
清仓
IVLU
ISHARES TR
-$27.6K
0
-100%
增持
MBB
ISHARES TR
+$26.7K
3,993
+7%
减持
—
EXXON MOBIL CORP
+$25.0K
7,899
-4%
清仓
EEM
ISHARES TR
-$24.9K
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$24.7K
1,340
+382%
清仓
VBR
VANGUARD INDEX FDS
-$24.4K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$24.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$23.4K
574
-22%
减持
JNK
SPDR SERIES TRUST
-$22.8K
231
-50%
建仓
JFLI
J P MORGAN EXCHANGE TRADED F
+$22.4K
442
清仓
ITA
ISHARES TR
-$22.2K
0
-100%
清仓
BALI
BLACKROCK ETF TRUST
-$22.0K
0
-100%
清仓
HEFA
ISHARES TR
-$21.8K
0
-100%
清仓
BIDD
BLACKROCK ETF TRUST
-$21.3K
0
-100%
清仓
INMU
BLACKROCK ETF TRUST II
-$18.6K
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$18.5K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$17.8K
1,010
-26%
清仓
IGRO
ISHARES TR
-$16.8K
0
-100%
清仓
IGEB
ISHARES TR
-$16.6K
0
-100%
清仓
CLOA
BLACKROCK ETF TRUST II
-$16.3K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$16.2K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$16.1K
0
-100%
建仓
CGBD
CARLYLE SECURED LENDING INC
+$16.1K
1,290
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$16.1K
1,294
清仓
HEZU
ISHARES TR
-$15.3K
0
-100%
清仓
SPTL
SPDR SERIES TRUST
-$15.2K
0
-100%
建仓
CION
CION INVT CORP
+$14.9K
1,542
清仓
XLI
SELECT SECTOR SPDR TR
-$14.5K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$14.0K
0
-100%
减持
SES
SES AI CORPORATION
-$14.0K
14,090
-40%
清仓
LQD
ISHARES TR
-$13.9K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$13.8K
0
-100%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$13.2K
142
-57%
建仓
EMLC
VANECK ETF TRUST
+$12.8K
497
减持
SHLD
GLOBAL X FDS
-$12.7K
141
-55%
建仓
SYSB
ISHARES TR
+$12.5K
139
减持
PLD
PROLOGIS INC.
-$11.9K
1,067
-18%
清仓
SNPS
SYNOPSYS INC
-$11.8K
0
-100%
减持
SCHY
SCHWAB STRATEGIC TR
+$11.6K
6,323
-0%
减持
JEMA
J P MORGAN EXCHANGE TRADED F
-$11.0K
219
-52%
减持
JGLO
J P MORGAN EXCHANGE TRADED F
-$11.0K
100
-62%
清仓
RING
ISHARES INC
-$10.4K
0
-100%
清仓
MUB
ISHARES TR
-$10.2K
0
-100%
清仓
OAEM
UNIFIED SER TR
-$10.2K
0
-100%
清仓
—
LINDE PLC
-$10.0K
0
-100%
清仓
HYDB
ISHARES TR
-$9.7K
0
-100%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$9.4K
125
-51%
清仓
TFI
SPDR SERIES TRUST
-$9.3K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$9.2K
146
-73%
增持
MLN
VANECK ETF TRUST
+$8.9K
2,367
+27%
减持
GLDM
WORLD GOLD TR
+$8.8K
1,623
-4%
清仓
SPTM
SPDR SERIES TRUST
-$8.6K
0
-100%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$8.5K
538
+41%
清仓
IEF
ISHARES TR
-$8.3K
0
-100%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$8.3K
619
+41%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$8.1K
1,547
-0%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$7.9K
0
-100%
增持
NFLX
NETFLIX INC
-$7.8K
300
+900%