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 |
|---|---|---|---|---|---|---|---|---|
| MAA | MID-AMER APT CMNTYS INC | $6,517 | 0.03% | 47 | 1 | 2.2% | $139 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,622 | 0.04% | 74 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $6,637 | 0.04% | 84 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $6,695 | 0.04% | 57 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $6,808 | 0.04% | 91 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $6,931 | 0.04% | 29 | 29 | — | $6,931 | 新建仓 |
| XEL | XCEL ENERGY INC | $6,958 | 0.04% | 87 | 1 | 1.2% | $80 | 加仓 |
| IDA | IDACORP INC | $6,987 | 0.04% | 46 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $7,040 | 0.04% | 135 | 135 | — | $7,040 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $7,156 | 0.04% | 127 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $7,230 | 0.04% | 10 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $7,297 | 0.04% | 161 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $7,339 | 0.04% | 224 | 2 | 0.9% | $66 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $7,407 | 0.04% | 104 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $7,420 | 0.04% | 25 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $7,430 | 0.04% | 9 | -4 | -30.8% | -$3,302 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $7,601 | 0.04% | 23 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $7,732 | 0.04% | 10 | -4 | -28.6% | -$3,093 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $7,739 | 0.04% | 32 | -10 | -23.8% | -$2,418 | 减仓 |
| HUBB | HUBBELL INC | $7,742 | 0.04% | 15 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $7,805 | 0.04% | 73 | 1 | 1.4% | $107 | 加仓 |
| WRB | BERKLEY W R CORP | $7,898 | 0.04% | 112 | -29 | -20.6% | -$2,045 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $7,979 | 0.04% | 49 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $8,253 | 0.04% | 103 | 0 | 0.0% | — | 不变 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $8,518 | 0.05% | 93 | 5 | 5.7% | $458 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $8,761 | 0.05% | 1,109 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $9,004 | 0.05% | 55 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $9,010 | 0.05% | 25 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $9,088 | 0.05% | 67 | -135 | -66.8% | -$1.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $9,133 | 0.05% | 27 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $9,137 | 0.05% | 34 | -4 | -10.5% | -$1,075 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $9,151 | 0.05% | 227 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $9,295 | 0.05% | 16 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $9,305 | 0.05% | 122 | 1 | 0.8% | $76 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $9,319 | 0.05% | 60 | 1 | 1.7% | $155 | 加仓 |
| — | CION INVT CORP | $9,607 | 0.05% | 1,542 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $9,863 | 0.05% | 41 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $9,883 | 0.05% | 40 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $9,924 | 0.05% | 56 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $9,936 | 0.05% | 218 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.01万 | 0.05% | 122 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.01万 | 0.05% | 26 | 1 | 4.0% | $390 | 加仓 |
| DIS | DISNEY WALT CO | $1.04万 | 0.05% | 108 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $1.06万 | 0.06% | 648 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $1.08万 | 0.06% | 207 | -3 | -1.4% | -$156 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $1.09万 | 0.06% | 139 | 0 | 0.0% | — | 不变 |
| — | OFS CAP CORP | $1.09万 | 0.06% | 3,085 | 0 | 0.0% | — | 不变 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $1.15万 | 0.06% | 250 | 8 | 3.3% | $368 | 加仓 |
| EMLC | VANECK ETF TRUST | $1.27万 | 0.07% | 497 | 0 | 0.0% | — | 不变 |
| EUHY | ISHARES INC | $1.30万 | 0.07% | 241 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.33万 | 0.07% | 81 | 0 | 0.0% | — | 不变 |
| CGBD | CARLYLE SECURED LENDING INC | $1.36万 | 0.07% | 1,290 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1.41万 | 0.07% | 1,294 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.49万 | 0.08% | 35 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1.49万 | 0.08% | 46 | 1 | 2.2% | $325 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $1.51万 | 0.08% | 118 | 10 | 9.3% | $1,276 | 加仓 |
| — | RARE EARTHS AMERICAS INC | $1.53万 | 0.08% | 1,000 | 1,000 | — | $1.53万 | 新建仓 |
| SMH | VANECK ETF TRUST | $1.57万 | 0.08% | 24 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $1.58万 | 0.08% | 196 | 196 | — | $1.58万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $1.60万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $1.62万 | 0.09% | 505 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.70万 | 0.09% | 160 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $1.73万 | 0.09% | 271 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.76万 | 0.09% | 23 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $1.90万 | 0.10% | 2,378 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.90万 | 0.10% | 112 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $2.00万 | 0.11% | 118 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.04万 | 0.11% | 987 | 11 | 1.1% | $228 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.21万 | 0.12% | 225 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2.23万 | 0.12% | 484 | 9 | 1.9% | $414 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2.26万 | 0.12% | 44 | 0 | 0.0% | — | 不变 |
| TSME | THRIVENT ETF TRUST | $2.30万 | 0.12% | 439 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2.32万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $2.34万 | 0.12% | 391 | 19 | 5.1% | $1,135 | 加仓 |
| MS | MORGAN STANLEY | $2.42万 | 0.13% | 116 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.45万 | 0.13% | 311 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $2.48万 | 0.13% | 323 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $2.49万 | 0.13% | 457 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $2.61万 | 0.14% | 203 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $2.72万 | 0.14% | 507 | 4 | 0.8% | $215 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $2.77万 | 0.15% | 500 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2.78万 | 0.15% | 1,600 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $2.79万 | 0.15% | 1,207 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.86万 | 0.15% | 858 | -30 | -3.4% | -$999 | 减仓 |
| TWLO | TWILIO INC | $2.87万 | 0.15% | 139 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $3.00万 | 0.16% | 921 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $3.04万 | 0.16% | 437 | -284 | -39.4% | -$1.97万 | 减仓 |
| MLN | VANECK ETF TRUST | $3.08万 | 0.16% | 1,735 | -1,374 | -44.2% | -$2.44万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $3.29万 | 0.17% | 500 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $3.44万 | 0.18% | 750 | 136 | 22.1% | $6,246 | 加仓 |
| SHM | SPDR SERIES TRUST | $3.51万 | 0.19% | 731 | 731 | — | $3.51万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $3.78万 | 0.20% | 747 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3.86万 | 0.20% | 823 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $3.87万 | 0.20% | 1,646 | 26 | 1.6% | $612 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $4.00万 | 0.21% | 399 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $4.15万 | 0.22% | 678 | -95 | -12.3% | -$5,817 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.16万 | 0.22% | 153 | 0 | 0.0% | — | 不变 |
| MEOH | METHANEX CORP | $4.19万 | 0.22% | 908 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $4.23万 | 0.22% | 112 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $4.32万 | 0.23% | 718 | 13 | 1.8% | $782 | 加仓 |