LGT Financial Advisors LLC
DALLAS TX · SEC CIK 0001965191
$1,951.14万2026Q1 申报市值
251持仓数
60.4%前十大占比 · 第一大 16.8%
16 / 27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
JEPI 加仓+$14.61万
VDE 新建仓+$10.52万
GLD 新建仓+$8.56万
LMUB 新建仓+$6.89万
BX 新建仓+$6.32万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$21.19万
IAU 减仓-$7.41万
INTC 减仓-$4.42万
SPMO 减仓-$3.92万
GLDM 减仓-$3.67万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -500 | -100.0% | -$3.22万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -149 | -100.0% | -$2.90万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -300 | -100.0% | -$2.81万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -40 | -100.0% | -$2.65万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -231 | -100.0% | -$2.25万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -124 | -100.0% | -$1.58万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -26 | -100.0% | -$1.51万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1.16万 | 清仓 |
| ELCV | STRATEGY SHS | $0 | 0.00% | 0 | -372 | -100.0% | -$9,873 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$7,875 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -122 | -100.0% | -$7,331 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$6,975 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -221 | -100.0% | -$6,084 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -21 | -100.0% | -$5,503 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -25 | -100.0% | -$4,297 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,278 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,555 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -118 | -100.0% | -$3,335 | 清仓 |
| FOSL | FOSSIL GROUP INC | $0 | 0.00% | 0 | -400 | -100.0% | -$1,504 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1,180 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$940 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -3 | -100.0% | -$296 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$292 | 清仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$249 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -18 | -100.0% | -$199 | 清仓 |
| SYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -1 | -100.0% | -$70 | 清仓 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$53 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LILAK | LIBERTY LATIN AMERICA LTD | $18 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $27 | 0.00% | 1 | -27 | -96.4% | -$729 | 减仓 |
| GLIBK | GCI LIBERTY INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $38 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $73 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $78 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $92 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $328 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $375 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $414 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $473 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $530 | 0.00% | 12 | -1,000 | -98.8% | -$4.42万 | 减仓 |
| C | CITIGROUP INC | $680 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $716 | 0.00% | 10 | -92 | -90.2% | -$6,587 | 减仓 |
| — | ISHARES ETHEREUM TR | $720 | 0.00% | 46 | 1 | 2.2% | $16 | 加仓 |
| META | META PLATFORMS INC | $1,144 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,613 | 0.01% | 94 | 94 | — | $1,613 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,786 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1,923 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2,265 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,362 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2,585 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $2,686 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2,824 | 0.01% | 45 | -71 | -61.2% | -$4,456 | 减仓 |
| CAT | CATERPILLAR INC | $2,834 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2,842 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2,910 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $2,927 | 0.02% | 21 | 0 | 0.0% | — | 不变 |
| CPLS | AB ACTIVE ETFS INC | $3,149 | 0.02% | 89 | 1 | 1.1% | $35 | 加仓 |
| — | NET LEASE OFFICE PROPERTIES | $3,166 | 0.02% | 275 | 130 | 89.7% | $1,497 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,255 | 0.02% | 16 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3,418 | 0.02% | 10 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,442 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3,451 | 0.02% | 131 | 19 | 17.0% | $501 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3,457 | 0.02% | 15 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $3,614 | 0.02% | 146 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,631 | 0.02% | 22 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $3,960 | 0.02% | 10 | 1 | 11.1% | $396 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $3,979 | 0.02% | 106 | -126 | -54.3% | -$4,730 | 减仓 |
| FLR | FLUOR CORP | $4,012 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $4,072 | 0.02% | 79 | 36 | 83.7% | $1,856 | 加仓 |
| XCCC | BONDBLOXX ETF TRUST | $4,248 | 0.02% | 117 | 3 | 2.6% | $109 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $4,388 | 0.02% | 36 | 36 | — | $4,388 | 新建仓 |
| CSCO | CISCO SYS INC | $4,423 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $4,898 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $5,027 | 0.03% | 21 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $5,238 | 0.03% | 18 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $5,279 | 0.03% | 55 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5,291 | 0.03% | 32 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5,352 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $5,360 | 0.03% | 66 | 1 | 1.5% | $81 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $5,476 | 0.03% | 71 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $5,606 | 0.03% | 510 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $5,662 | 0.03% | 46 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $5,748 | 0.03% | 176 | 2 | 1.1% | $65 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $5,770 | 0.03% | 18 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $5,852 | 0.03% | 222 | 2 | 0.9% | $53 | 加仓 |
| HD | HOME DEPOT INC | $5,920 | 0.03% | 18 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $5,923 | 0.03% | 91 | 91 | — | $5,923 | 新建仓 |
| ALC | ALCON AG | $5,953 | 0.03% | 79 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $5,967 | 0.03% | 26 | 1 | 4.0% | $230 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,092 | 0.03% | 74 | 74 | — | $6,092 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $6,133 | 0.03% | 29 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $6,204 | 0.03% | 136 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6,209 | 0.03% | 40 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $6,281 | 0.03% | 36 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $6,347 | 0.03% | 21 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6,376 | 0.03% | 76 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $6,427 | 0.03% | 38 | 0 | 0.0% | — | 不变 |