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Legacy Financial Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Legacy Financial Advisors, Inc.

报告期 2026-03-31 · CIK 0001730810

持仓数

404

前50大市值合计

$468.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

ETF

$63.5M

722,416

13.5%

DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND

ETF

$33.9M

852,674

7.2%

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

ETF

$24.1M

169,271

5.1%

AAPL APPLE INC

Stock

$21.5M

84,578

4.6%

NVDA NVIDIA CORP

Stock

$21.4M

122,808

4.6%

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST

ETF

$21.4M

225,627

4.6%

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

ETF

$21.3M

814,364

4.6%

FRDM FREEDOM 100 EMERGING MARKETS ETF

ETF

$21.1M

386,706

4.5%

QGRW WISDOMTREE U.S. QUALITY GROWTH FUND

ETF

$17.8M

333,342

3.8%

MSFT MICROSOFT

Stock

$13.0M

35,072

2.8%

PG PROCTER & GAMBLE CO COM

Stock

$12.5M

86,820

2.7%

GQI NATIXIS GATEWAY QUALITY INCOME ETF

ETF

$11.5M

209,699

2.5%

JMUB JPMORGAN MUNICIPAL ETF

ETF

$11.3M

225,720

2.4%

VFLO VICTORYSHARES FREE CASH FLOW ETF

ETF

$10.4M

262,945

2.2%

DGRO ISHARES CORE DIVIDEND GROWTH ETF

ETF

$10.2M

145,807

2.2%

JPM JPMORGAN CHASE & CO COM

Stock

$10.0M

33,895

2.1%

GOOGL GOOGLE INC

Stock

$9.9M

34,511

2.1%

AMZN AMAZON.COM INC

Stock

$9.7M

46,587

2.1%

GOOG ALPHABET INC CAP STK CL C

Stock

$8.4M

29,116

1.8%

META META PLATFORMS INC CL A

Stock

$6.6M

11,493

1.4%

AVGO AVAGO TECHNOLOGIES LTD

Stock

$6.0M

19,348

1.3%

TSLA TESLA MOTORS INC

Stock

$6.0M

16,017

1.3%

VTI VANGUARD TOTAL STK MKT

ETF

$5.7M

17,798

1.2%

NFLX NETFLIX COM INC

Stock

$4.9M

50,521

1.0%

IEFA ISHARES CORE MSCI EAFE ETF

ETF

$4.7M

51,941

1.0%

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF

ETF

$4.7M

189,574

1.0%

VONG VANGUARD RUSSELL 1000 GROWTH ETF

ETF

$4.3M

39,079

0.9%

— EXXON MOBIL CORP COM

Stock

$4.0M

23,805

0.9%

V VISA INC

Stock

$4.0M

13,332

0.9%

WMT WALMART INC COM

Stock

$3.9M

31,475

0.8%

IVV ISHARES S&P 500 INDEX

ETF

$3.9M

5,953

0.8%

JPST JPMORGAN ULTRA-SHORT INCOME ETF

ETF

$3.8M

75,020

0.8%

JNJ JOHNSON & JOHNSON COM

Stock

$3.7M

15,151

0.8%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$3.7M

7,623

0.8%

MRK MERCK & CO INC

Stock

$3.4M

28,111

0.7%

PNC PNC FINL SVCS GROUP INC COM

Stock

$3.3M

16,025

0.7%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$3.3M

51,930

0.7%

FITB FIFTH THIRD BANCORP

Stock

$3.3M

71,425

0.7%

MU MICRON TECHNOLOGY

Stock

$3.2M

9,394

0.7%

ORCL ORACLE CORPORATION

Stock

$3.0M

20,208

0.6%

CVX CHEVRON CORPORATION COM

Stock

$2.9M

14,214

0.6%

LLY ELI LILLY & CO COM

Stock

$2.9M

3,184

0.6%

SPHQ INVESCO S&P 500 QUALITY ETF

ETF

$2.9M

38,730

0.6%

BAC BANK OF AMER CORP COM

Stock

$2.7M

54,799

0.6%

SPY STATE STREET SPDR S&P 500 ETF

ETF

$2.6M

4,037

0.6%

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF

ETF

$2.6M

49,128

0.6%

CSCO CISCO SYS INC

Stock

$2.5M

32,159

0.5%

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF

ETF

$2.4M

30,223

0.5%

COP CONOCOPHILLIPS COM

Stock

$2.4M

17,908

0.5%

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

ETF

$2.3M

92,585

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

DGRW13.5%DIVI7.2%ITOT5.1%AAPL4.6%NVDA4.6%WTV4.6%