LGT Financial Advisors LLC
DALLAS TX · SEC CIK 0001965191
$1,890.82万2026Q2 申报市值
223持仓数
59.1%前十大占比 · 第一大 19.9%
14 / 44新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ABBV 加仓+$12.78万
FBCG 重新持有+$12.27万
WING 新建仓+$8.67万
SPCX 新建仓+$6.80万
SPHQ 新建仓+$5.02万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$134.81万
JEPI 减仓-$27.13万
SILA REALTY TRUS 清仓-$12.63万
MFC 清仓-$10.18万
MSFT 减仓-$10.04万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,946 | -100.0% | -$134.81万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -5,336 | -100.0% | -$12.63万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -2,955 | -100.0% | -$10.18万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -16,835 | -100.0% | -$7.39万 | 清仓 |
| SLDP | SOLID POWER INC | $0 | 0.00% | 0 | -23,725 | -100.0% | -$7.12万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$6.06万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.00万 | 清仓 |
| GSEW | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -380 | -100.0% | -$3.22万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -4,852 | -100.0% | -$3.10万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -159 | -100.0% | -$2.40万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -50 | -100.0% | -$2.40万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -14,090 | -100.0% | -$1.36万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -162 | -100.0% | -$1.17万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -114 | -100.0% | -$1.06万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -367 | -100.0% | -$1.05万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -76 | -100.0% | -$1.04万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -37 | -100.0% | -$1.03万 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | -36 | -100.0% | -$8,942 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$8,723 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -177 | -100.0% | -$8,612 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -290 | -100.0% | -$8,554 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -107 | -100.0% | -$8,518 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -87 | -100.0% | -$8,397 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -68 | -100.0% | -$8,027 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -33 | -100.0% | -$7,999 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -22 | -100.0% | -$7,229 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -21 | -100.0% | -$6,347 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -136 | -100.0% | -$6,204 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -18 | -100.0% | -$5,920 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -18 | -100.0% | -$5,770 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -176 | -100.0% | -$5,748 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -71 | -100.0% | -$5,476 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -36 | -100.0% | -$4,388 | 清仓 |
| XCCC | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -117 | -100.0% | -$4,248 | 清仓 |
| FLR | FLUOR CORP | $0 | 0.00% | 0 | -86 | -100.0% | -$4,012 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -22 | -100.0% | -$3,631 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$3,457 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -21 | -100.0% | -$2,927 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -45 | -100.0% | -$2,824 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$2,686 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -50 | -100.0% | -$2,265 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,923 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,786 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -46 | -100.0% | -$720 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $16 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $61 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $68 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $88 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $101 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $325 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $348 | 0.00% | 12 | 12 | — | $348 | 新建仓 |
| BALL | BALL CORP | $499 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $520 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $562 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $840 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $863 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,127 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,574 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1,676 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,751 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3,008 | 0.02% | 159 | 28 | 21.4% | $530 | 加仓 |
| F | FORD MTR CO | $3,114 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| CPLS | AB ACTIVE ETFS INC | $3,174 | 0.02% | 90 | 1 | 1.1% | $35 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $3,182 | 0.02% | 29 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $3,316 | 0.02% | 15 | 15 | — | $3,316 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $3,355 | 0.02% | 139 | 137 | 6,850.0% | $3,307 | 重新持有 |
| WSO | WATSCO INC | $3,358 | 0.02% | 8 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $3,359 | 0.02% | 15 | 15 | — | $3,359 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,811 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $3,900 | 0.02% | 350 | 75 | 27.3% | $836 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,984 | 0.02% | 62 | -13 | -17.3% | -$835 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,044 | 0.02% | 146 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $4,083 | 0.02% | 21 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $4,260 | 0.02% | 4 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $4,445 | 0.02% | 114 | 114 | — | $4,445 | 新建仓 |
| HSY | HERSHEY CO | $4,652 | 0.02% | 27 | -4 | -12.9% | -$689 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,679 | 0.02% | 10 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $4,684 | 0.02% | 79 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $4,801 | 0.03% | 23 | 23 | — | $4,801 | 新建仓 |
| CCI | CROWN CASTLE INC | $5,059 | 0.03% | 67 | 1 | 1.5% | $76 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,116 | 0.03% | 42 | -32 | -43.2% | -$3,898 | 减仓 |
| ALC | ALCON AG | $5,320 | 0.03% | 79 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $5,338 | 0.03% | 55 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,471 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $5,587 | 0.03% | 63 | 63 | — | $5,587 | 新建仓 |
| CNH | CNH INDL N V | $5,781 | 0.03% | 515 | 5 | 1.0% | $56 | 加仓 |
| SOLV | SOLVENTUM CORP | $5,786 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5,789 | 0.03% | 32 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $5,848 | 0.03% | 15 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $5,859 | 0.03% | 3 | -1 | -25.0% | -$1,953 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $5,937 | 0.03% | 29 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $5,942 | 0.03% | 37 | 1 | 2.8% | $161 | 加仓 |
| CPAY | CORPAY INC | $5,999 | 0.03% | 18 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $6,092 | 0.03% | 26 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6,415 | 0.03% | 40 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6,466 | 0.03% | 76 | 0 | 0.0% | — | 不变 |