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 |
|---|---|---|---|---|---|---|---|---|
| HSY | HERSHEY CO | $6,500 | 0.03% | 31 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $6,561 | 0.03% | 46 | 0 | 0.0% | — | 不变 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $6,571 | 0.03% | 88 | 8 | 10.0% | $597 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $6,694 | 0.03% | 127 | 0 | 0.0% | — | 不变 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $6,788 | 0.03% | 104 | 4 | 4.0% | $261 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $6,827 | 0.03% | 103 | -3 | -2.8% | -$199 | 减仓 |
| XEL | XCEL ENERGY INC | $6,834 | 0.04% | 86 | 1 | 1.2% | $79 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $6,978 | 0.04% | 49 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6,994 | 0.04% | 23 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $7,099 | 0.04% | 15 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $7,229 | 0.04% | 22 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $7,237 | 0.04% | 84 | -32 | -27.6% | -$2,757 | 减仓 |
| HUBB | HUBBELL INC | $7,240 | 0.04% | 15 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $7,301 | 0.04% | 161 | 6 | 3.9% | $272 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $7,308 | 0.04% | 25 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $7,445 | 0.04% | 55 | 1 | 1.9% | $135 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $7,491 | 0.04% | 59 | 1 | 1.7% | $127 | 加仓 |
| CRH | CRH PLC | $7,616 | 0.04% | 72 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $7,656 | 0.04% | 4 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $7,806 | 0.04% | 25 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,999 | 0.04% | 33 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $8,027 | 0.04% | 68 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $8,095 | 0.04% | 25 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $8,167 | 0.04% | 27 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $8,288 | 0.04% | 40 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $8,397 | 0.04% | 87 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $8,513 | 0.04% | 41 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $8,518 | 0.04% | 107 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $8,554 | 0.04% | 290 | -410 | -58.6% | -$1.21万 | 减仓 |
| BAC | BANK AMERICA CORP | $8,612 | 0.04% | 177 | 1 | 0.6% | $49 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $8,688 | 0.04% | 121 | 1 | 0.8% | $72 | 加仓 |
| PGR | PROGRESSIVE CORP | $8,723 | 0.04% | 44 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $8,910 | 0.05% | 227 | 88 | 63.3% | $3,454 | 加仓 |
| IWY | ISHARES TR | $8,942 | 0.05% | 36 | 3 | 9.1% | $745 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $8,961 | 0.05% | 1,109 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,979 | 0.05% | 23 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $9,072 | 0.05% | 210 | 210 | — | $9,072 | 新建仓 |
| SMH | VANECK ETF TRUST | $9,202 | 0.05% | 24 | 24 | — | $9,202 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $9,240 | 0.05% | 122 | -3 | -2.4% | -$227 | 减仓 |
| — | DUPONT DE NEMOURS INC | $9,250 | 0.05% | 202 | 1 | 0.5% | $46 | 加仓 |
| WRB | BERKLEY W R CORP | $9,344 | 0.05% | 141 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $9,360 | 0.05% | 81 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $9,710 | 0.05% | 13 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $9,997 | 0.05% | 218 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $1.02万 | 0.05% | 139 | -3 | -2.1% | -$219 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.03万 | 0.05% | 37 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $1.04万 | 0.05% | 76 | 1 | 1.3% | $137 | 加仓 |
| DIS | DISNEY WALT CO | $1.04万 | 0.05% | 108 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1.05万 | 0.05% | 367 | 367 | — | $1.05万 | 新建仓 |
| — | CION INVT CORP | $1.05万 | 0.05% | 1,542 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.06万 | 0.05% | 114 | 0 | 0.0% | — | 不变 |
| — | OFS CAP CORP | $1.10万 | 0.06% | 3,085 | 3,085 | — | $1.10万 | 新建仓 |
| — | ETF SER SOLUTIONS | $1.10万 | 0.06% | 648 | 0 | 0.0% | — | 不变 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $1.11万 | 0.06% | 242 | -136 | -36.0% | -$6,223 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.11万 | 0.06% | 56 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.17万 | 0.06% | 162 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.17万 | 0.06% | 74 | 0 | 0.0% | — | 不变 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $1.17万 | 0.06% | 108 | -12 | -10.0% | -$1,302 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.17万 | 0.06% | 42 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.23万 | 0.06% | 14 | -3 | -17.6% | -$2,637 | 减仓 |
| EMLC | VANECK ETF TRUST | $1.25万 | 0.06% | 497 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.25万 | 0.06% | 35 | 0 | 0.0% | — | 不变 |
| EUHY | ISHARES INC | $1.26万 | 0.06% | 241 | 241 | — | $1.26万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1.34万 | 0.07% | 45 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION | $1.36万 | 0.07% | 14,090 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $1.41万 | 0.07% | 271 | 52 | 23.7% | $2,706 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $1.41万 | 0.07% | 1,290 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1.43万 | 0.07% | 1,294 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.44万 | 0.07% | 153 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.45万 | 0.07% | 118 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $1.48万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.50万 | 0.08% | 160 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $1.64万 | 0.08% | 505 | -6 | -1.2% | -$194 | 减仓 |
| TWLO | TWILIO INC | $1.75万 | 0.09% | 139 | 0 | 0.0% | — | 不变 |
| TSME | THRIVENT ETF TRUST | $1.83万 | 0.09% | 439 | 202 | 85.2% | $8,399 | 加仓 |
| MS | MORGAN STANLEY | $1.91万 | 0.10% | 116 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $2.03万 | 0.10% | 112 | 1 | 0.9% | $182 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.12万 | 0.11% | 225 | 20 | 9.8% | $1,885 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2.14万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2.19万 | 0.11% | 475 | -145 | -23.4% | -$6,682 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $2.19万 | 0.11% | 203 | 1 | 0.5% | $108 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2.20万 | 0.11% | 44 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $2.21万 | 0.11% | 2,378 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $2.29万 | 0.12% | 457 | 15 | 3.4% | $753 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.40万 | 0.12% | 50 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2.40万 | 0.12% | 159 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.46万 | 0.13% | 311 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $2.49万 | 0.13% | 323 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $2.55万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $2.64万 | 0.14% | 372 | 231 | 163.8% | $1.64万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2.77万 | 0.14% | 399 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $2.80万 | 0.14% | 1,207 | 35 | 3.0% | $813 | 加仓 |
| T | AT&T INC | $2.83万 | 0.15% | 976 | -636 | -39.5% | -$1.84万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $2.83万 | 0.15% | 614 | -5 | -0.8% | -$231 | 减仓 |
| CPNG | COUPANG INC | $3.02万 | 0.15% | 1,600 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $3.10万 | 0.16% | 4,852 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $3.20万 | 0.16% | 500 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $3.22万 | 0.16% | 380 | 380 | — | $3.22万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $3.33万 | 0.17% | 503 | 503 | — | $3.33万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.41万 | 0.17% | 888 | -559 | -38.6% | -$2.15万 | 减仓 |