LGT Financial Advisors LLC 13F 持仓 · 2026年Q2
LGT Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 223 只证券，申报市值合计 1,890.82 万美元。前几大持仓：SPY（19.92%）、JEPI（10.70%）、AAPL（7.13%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 19.92% | 5,045 | 增持 |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.0M | 10.70% | 35,822 | 减持 |
| 3 | AAPL | APPLE INC | $1.3M | 7.13% | 4,661 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $1.1M | 5.97% | 3,024 | 减持 |
| 5 | CVX | CHEVRON CORPORATION | $850,702 | 4.50% | 5,132 | 增持 |
| 6 | ABBV | ABBVIE INC | $508,784 | 2.69% | 2,022 | 增持 |
| 7 | FBCG | FIDELITY COVINGTON TRUST | $433,217 | 2.29% | 6,975 | 新建仓 |
| 8 | GOOGL | ALPHABET INC | $385,602 | 2.04% | 1,079 | 持平 |
| 9 | MBB | ISHARES TR | $375,162 | 1.98% | 3,969 | 减持 |
| 10 | AMZN | AMAZON COM INC | $359,417 | 1.90% | 1,508 | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $213,556 | 1.13% | 290 | 持平 |
| 12 | CMPS | COMPASS PATHWAYS PLC | $208,005 | 1.10% | 14,700 | 持平 |
| 13 | VYM | VANGUARD WHITEHALL FDS | $194,851 | 1.03% | 1,233 | 持平 |
| 14 | SCHY | SCHWAB STRATEGIC TR | $186,445 | 0.99% | 5,876 | 持平 |
| 15 | MCD | MCDONALDS CORP | $168,054 | 0.89% | 622 | 减持 |
| 16 | JCPB | J P MORGAN EXCHANGE TRADED F | $165,689 | 0.88% | 3,530 | 增持 |
| 17 | PFG | PRINCIPAL FINANCIAL GROUP IN | $166,736 | 0.88% | 1,547 | 持平 |
| 18 | UPS | UNITED PARCEL SVCS INC | $161,250 | 0.85% | 1,500 | 持平 |
| 19 | SGOL | ETFS GOLD TR | $152,920 | 0.81% | 4,000 | 持平 |
| 20 | NVDA | NVIDIA CORPORATION | $151,674 | 0.80% | 758 | 持平 |
| 21 | PLD | PROLOGIS INC. | $146,917 | 0.78% | 1,084 | 增持 |
| 22 | SCHH | SCHWAB STRATEGIC TR | $144,661 | 0.77% | 6,109 | 持平 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $146,169 | 0.77% | 1,745 | 持平 |
| 24 | IAU | ISHARES GOLD TR | $140,298 | 0.74% | 1,858 | 减持 |
| 25 | VTV | VANGUARD INDEX FDS | $139,013 | 0.74% | 638 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR