Legend Financial Advisors, Inc.
PITTSBURGH PA · SEC CIK 0001781948
$1.55亿2026Q1 申报市值
38持仓数
69.9%前十大占比 · 第一大 10.0%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VO 加仓+$167.14万
DLO 新建仓+$108.50万
CRDO 新建仓+$91.12万
FRDM 新建仓+$85.06万
SPSM 加仓+$63.12万
2026Q1 卖出最多 按季末市值估算
RSPD 清仓-$741.88万
COPX 减仓-$577.96万
XME 减仓-$285.09万
SOXX 减仓-$173.73万
IAU 减仓-$166.60万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RSPD | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -130,086 | -100.0% | -$741.88万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -25,404 | -100.0% | -$76.64万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE & CO | $25.39万 | 0.16% | 863 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $26.24万 | 0.17% | 3,092 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.25万 | 0.19% | 3,149 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $32.36万 | 0.21% | 8,471 | 8,471 | — | $32.36万 | 新建仓 |
| FISV | FISERV INC | $38.19万 | 0.25% | 6,844 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $44.44万 | 0.29% | 15,257 | -8,140 | -34.8% | -$23.71万 | 减仓 |
| V | VISA INC | $56.19万 | 0.36% | 1,859 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $68.28万 | 0.44% | 6,493 | 32 | 0.5% | $3,365 | 加仓 |
| NMIH | NMI HLDGS INC | $70.24万 | 0.45% | 18,726 | 61 | 0.3% | $2,288 | 加仓 |
| TBBK | BANCORP INC DEL | $72.32万 | 0.47% | 13,459 | 77 | 0.6% | $4,137 | 加仓 |
| FRDM | EA SERIES TRUST | $85.06万 | 0.55% | 15,564 | 15,564 | — | $85.06万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $90.85万 | 0.59% | 7,997 | -53 | -0.7% | -$6,021 | 减仓 |
| B | BARRICK MNG CORP | $90.92万 | 0.59% | 22,289 | -14,706 | -39.8% | -$59.99万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $91.12万 | 0.59% | 9,707 | 9,707 | — | $91.12万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $95.53万 | 0.62% | 4,843 | 25 | 0.5% | $4,931 | 加仓 |
| EVR | EVERCORE INC | $96.09万 | 0.62% | 3,219 | 2 | 0.1% | $597 | 加仓 |
| DLO | DLOCAL LTD | $108.50万 | 0.70% | 83,655 | 83,655 | — | $108.50万 | 新建仓 |
| INTC | INTEL CORP | $122.97万 | 0.79% | 27,866 | -451 | -1.6% | -$1.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.38万 | 0.98% | 3,159 | 41 | 1.3% | $1.96万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $155.20万 | 1.00% | 28,410 | -213 | -0.7% | -$1.16万 | 减仓 |
| AMZN | AMAZON COM INC | $165.60万 | 1.07% | 7,951 | -246 | -3.0% | -$5.12万 | 减仓 |
| MOD | MODINE MFG CO | $199.05万 | 1.28% | 9,185 | -417 | -4.3% | -$9.04万 | 减仓 |
| AAPL | APPLE INC | $262.88万 | 1.69% | 10,358 | -614 | -5.6% | -$15.58万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $270.26万 | 1.74% | 44,116 | 142 | 0.3% | $8,699 | 加仓 |
| SPSM | SPDR SERIES TRUST | $320.67万 | 2.07% | 66,364 | 13,064 | 24.5% | $63.12万 | 加仓 |
| — | ALTSHARES TRUST | $549.31万 | 3.54% | 187,349 | 7,549 | 4.2% | $22.13万 | 加仓 |
| COPX | GLOBAL X FDS | $671.31万 | 4.33% | 87,925 | -75,699 | -46.3% | -$577.96万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $686.41万 | 4.42% | 125,166 | 6,252 | 5.3% | $34.29万 | 加仓 |
| XME | SPDR SERIES TRUST | $712.03万 | 4.59% | 65,923 | -26,395 | -28.6% | -$285.09万 | 减仓 |
| IAK | ISHARES TR | $712.10万 | 4.59% | 55,507 | 947 | 1.7% | $12.15万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $938.60万 | 6.05% | 251,862 | 3,860 | 1.6% | $14.38万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $959.99万 | 6.19% | 199,416 | -6,288 | -3.1% | -$30.27万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,015.28万 | 6.55% | 35,354 | 5,820 | 19.7% | $167.14万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,015.32万 | 6.55% | 99,795 | 2,004 | 2.0% | $20.39万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,065.55万 | 6.87% | 382,602 | 206 | 0.1% | $5,737 | 加仓 |
| SOXX | ISHARES TR | $1,422.22万 | 9.17% | 43,273 | -5,286 | -10.9% | -$173.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,446.47万 | 9.32% | 25,061 | 323 | 1.3% | $18.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,548.61万 | 9.98% | 175,659 | -18,897 | -9.7% | -$166.60万 | 减仓 |