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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $327.97万 | 16.81% | 5,043 | 35 | 0.7% | $2.28万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $230.27万 | 11.80% | 40,625 | 2,577 | 6.8% | $14.61万 | 加仓 |
| — | EXXON MOBIL CORP | $134.81万 | 6.91% | 7,946 | 47 | 0.6% | $7,974 | 加仓 |
| MSFT | MICROSOFT CORP | $121.91万 | 6.25% | 3,293 | 53 | 1.6% | $1.96万 | 加仓 |
| AAPL | APPLE INC | $120.83万 | 6.19% | 4,761 | -51 | -1.1% | -$1.29万 | 减仓 |
| CVX | CHEVRON CORPORATION | $106.00万 | 5.43% | 5,123 | -1,024 | -16.7% | -$21.19万 | 减仓 |
| MBB | ISHARES TR | $40.66万 | 2.08% | 4,282 | 289 | 7.2% | $2.74万 | 加仓 |
| ABBV | ABBVIE INC | $32.94万 | 1.69% | 1,514 | 6 | 0.4% | $1,305 | 加仓 |
| AMZN | AMAZON COM INC | $31.30万 | 1.60% | 1,503 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $31.03万 | 1.59% | 1,079 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $20.74万 | 1.06% | 667 | 1 | 0.2% | $311 | 加仓 |
| IAU | ISHARES GOLD TR | $18.73万 | 0.96% | 2,125 | -840 | -28.3% | -$7.41万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $18.60万 | 0.95% | 5,876 | -447 | -7.1% | -$1.42万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $18.26万 | 0.94% | 1,233 | -81 | -6.2% | -$1.20万 | 减仓 |
| SGOL | ETFS GOLD TR | $17.85万 | 0.91% | 4,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $16.74万 | 0.86% | 290 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $15.99万 | 0.82% | 3,397 | 334 | 10.9% | $1.57万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $14.76万 | 0.76% | 1,500 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $14.22万 | 0.73% | 1,076 | 9 | 0.8% | $1,190 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $13.94万 | 0.71% | 1,547 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $13.22万 | 0.68% | 758 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $13.16万 | 0.67% | 2,490 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $13.14万 | 0.67% | 1,002 | 5 | 0.5% | $656 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $13.13万 | 0.67% | 6,109 | 13 | 0.2% | $279 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $13.11万 | 0.67% | 1,745 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $12.63万 | 0.65% | 5,336 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $12.46万 | 0.64% | 635 | 3 | 0.5% | $589 | 加仓 |
| WMT | WALMART INC | $11.62万 | 0.60% | 935 | 2 | 0.2% | $248 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $11.47万 | 0.59% | 5,896 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $11.37万 | 0.58% | 1,227 | -396 | -24.4% | -$3.67万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $10.55万 | 0.54% | 2,000 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $10.52万 | 0.54% | 608 | 608 | — | $10.52万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $10.18万 | 0.52% | 2,955 | 0 | 0.0% | — | 不变 |
| — | THRIVENT ETF TRUST | $9.76万 | 0.50% | 1,940 | -183 | -8.6% | -$9,202 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $9.24万 | 0.47% | 789 | 44 | 5.9% | $5,154 | 加仓 |
| — | PRAXIS FDS | $9.10万 | 0.47% | 2,770 | 514 | 22.8% | $1.69万 | 加仓 |
| XYZ | BLOCK INC | $9.03万 | 0.46% | 1,500 | 500 | 50.0% | $3.01万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $8.92万 | 0.46% | 1,106 | 69 | 6.7% | $5,562 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $8.63万 | 0.44% | 4,230 | 171 | 4.2% | $3,490 | 加仓 |
| GLD | SPDR GOLD TR | $8.56万 | 0.44% | 199 | 199 | — | $8.56万 | 新建仓 |
| ESUM | STRATEGY SHS | $8.50万 | 0.44% | 3,248 | 308 | 10.5% | $8,063 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $8.13万 | 0.42% | 14,700 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8.10万 | 0.42% | 341 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $7.93万 | 0.41% | 324 | 1 | 0.3% | $245 | 加仓 |
| — | PRAXIS FDS | $7.88万 | 0.40% | 2,533 | -494 | -16.3% | -$1.54万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7.53万 | 0.39% | 1,500 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $7.39万 | 0.38% | 16,835 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $7.12万 | 0.36% | 23,725 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES TR | $6.89万 | 0.35% | 1,379 | 1,379 | — | $6.89万 | 新建仓 |
| SYSB | ISHARES TR | $6.49万 | 0.33% | 729 | 590 | 424.5% | $5.25万 | 加仓 |
| BX | BLACKSTONE INC | $6.32万 | 0.32% | 550 | 550 | — | $6.32万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $6.08万 | 0.31% | 630 | -53 | -7.8% | -$5,112 | 减仓 |
| TGT | TARGET CORP | $6.06万 | 0.31% | 500 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $5.94万 | 0.30% | 207 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $5.73万 | 0.29% | 1,066 | 528 | 98.1% | $2.84万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $5.71万 | 0.29% | 509 | -349 | -40.7% | -$3.92万 | 减仓 |
| CDE | COEUR MNG INC | $5.63万 | 0.29% | 3,000 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $5.42万 | 0.28% | 3,109 | 742 | 31.3% | $1.29万 | 加仓 |
| MEOH | METHANEX CORP | $5.41万 | 0.28% | 908 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $5.39万 | 0.28% | 412 | -162 | -28.2% | -$2.12万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $5.03万 | 0.26% | 1,008 | -2 | -0.2% | -$100 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $5.02万 | 0.26% | 1,887 | 59 | 3.2% | $1,570 | 加仓 |
| ETSY | ETSY INC | $5.00万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $4.94万 | 0.25% | 231 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4.88万 | 0.25% | 530 | -214 | -28.8% | -$1.97万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $4.86万 | 0.25% | 678 | -10 | -1.5% | -$717 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $4.83万 | 0.25% | 9,467 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $4.83万 | 0.25% | 1,000 | 1,000 | — | $4.83万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $4.73万 | 0.24% | 328 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $4.52万 | 0.23% | 721 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $4.22万 | 0.22% | 773 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.08万 | 0.21% | 636 | 1 | 0.2% | $64 | 加仓 |
| UL | UNILEVER PLC | $4.02万 | 0.21% | 705 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $3.91万 | 0.20% | 921 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3.85万 | 0.20% | 823 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $3.80万 | 0.19% | 747 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $3.72万 | 0.19% | 1,620 | 280 | 20.9% | $6,434 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $3.55万 | 0.18% | 421 | 37 | 9.6% | $3,124 | 加仓 |
| AVGO | BROADCOM INC | $3.47万 | 0.18% | 112 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.45万 | 0.18% | 102 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.41万 | 0.17% | 888 | -559 | -38.6% | -$2.15万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $3.33万 | 0.17% | 503 | 503 | — | $3.33万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $3.22万 | 0.16% | 380 | 380 | — | $3.22万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $3.20万 | 0.16% | 500 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $3.10万 | 0.16% | 4,852 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $3.02万 | 0.15% | 1,600 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $2.83万 | 0.15% | 614 | -5 | -0.8% | -$231 | 减仓 |
| T | AT&T INC | $2.83万 | 0.15% | 976 | -636 | -39.5% | -$1.84万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2.80万 | 0.14% | 1,207 | 35 | 3.0% | $813 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2.77万 | 0.14% | 399 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $2.64万 | 0.14% | 372 | 231 | 163.8% | $1.64万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $2.55万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $2.49万 | 0.13% | 323 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.46万 | 0.13% | 311 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2.40万 | 0.12% | 159 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.40万 | 0.12% | 50 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $2.29万 | 0.12% | 457 | 15 | 3.4% | $753 | 加仓 |
| BITO | PROSHARES TR | $2.21万 | 0.11% | 2,378 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2.20万 | 0.11% | 44 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $2.19万 | 0.11% | 203 | 1 | 0.5% | $108 | 加仓 |