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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
$468.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 15
增持 107
减持 23
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$1.5M
1,108,076
+6%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$901.0K
21,086
-41%
增持
AAPL
APPLE INC
+$819.0K
61,524
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+7%
增持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
+$771.0K
336,834
+3%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$771.0K
659,422
-1%
增持
MSFT
MICROSOFT
+$649.0K
18,276
+10%
增持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$609.0K
1,231,805
+1%
增持
PG
PROCTER AND GAMBLE CO COM
+$531.0K
77,199
+2%
增持
JPM
JPMORGAN CHASE & CO COM
+$507.0K
34,767
+4%
清仓
—
GENERAL ELECTRIC CO COM
-$488.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$453.0K
4,396
增持
GOOG
ALPHABET INC CAP STK CL C
+$378.0K
737
+16%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$355.0K
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$355.0K
60,241
+5%
增持
PFE
PFIZER INC COM
+$342.0K
37,603
+16%
增持
BAC
BK OF AMERICA CORP COM
+$317.0K
22,860
+44%
建仓
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$302.0K
2,732
增持
TSLA
TESLA MOTORS INC
+$291.0K
1,244
+25%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$287.0K
869,331
+1%
建仓
ISRG
INTUITIVE SURGICAL, INC.
+$242.0K
243
建仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$233.0K
3,135
建仓
COP
CONOCOPHILLIPS COM
+$231.0K
3,415
建仓
MCHP
MICROCHIP TECHNOLOGY INC
+$229.0K
1,493
建仓
—
LINDE PLC SHS
+$223.0K
759
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$222.0K
2,180
建仓
—
CIMAREX ENERGY CO
+$221.0K
2,539
建仓
BCE
BCE INC COM NEW
+$215.0K
4,300
建仓
—
PINNACLE FINL PARTNERS INC COM
+$214.0K
2,279
建仓
AMT
AMERICAN TOWER CORP
+$214.0K
806
增持
CSCO
CISCO SYS INC
+$209.0K
23,554
+16%
增持
IVV
ISHARES S&P 500 INDEX
+$207.0K
6,689
+8%
建仓
NSC
NORFOLK SOUTHERN CRP
+$204.0K
852
清仓
MDLZ
MONDELEZ INTL INC CL A
-$204.0K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$203.0K
699
建仓
TJX
TJX COS INC NEW COM
+$203.0K
3,074
清仓
AXP
AMERICAN EXPRESS CO COM
-$201.0K
0
-100%
增持
META
FACEBOOK INC CL A
+$199.0K
4,162
+19%
增持
GOOGL
GOOGLE INC
+$192.0K
629
+3%
增持
NVDA
NVIDIA CORP
+$181.0K
5,742
+356%
增持
USB
US BANCORP DEL COM NEW
+$179.0K
44,755
+3%
增持
AMZN
AMAZON.COM INC
+$178.0K
844
+12%
增持
GD
GENERAL DYNAMICS CORP COM
+$167.0K
3,372
+28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$157.0K
3,206
+24%
增持
MCD
MCDONALDS CORP COM
+$154.0K
3,319
+19%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$150.0K
7,317
+27%
增持
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
+$149.0K
9,519
+27%
增持
NFLX
NETFLIX COM INC
+$148.0K
773
+26%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$147.0K
896
+24%
增持
HD
HOME DEPOT
+$144.0K
3,900
+10%
增持
BNDW
VANGUARD TOTAL WORLD BOND ETF
+$142.0K
7,602
+31%
增持
VZ
VERIZON COMMUNICATIONS
+$142.0K
21,848
+18%
增持
PEP
PEPSICO INC COM
+$136.0K
5,820
+17%
增持
DHR
DANAHER CORP
+$132.0K
1,412
+27%
清仓
BCS
BARCLAYS PLC ADR
-$132.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$122.0K
3,886
+49%
增持
ABT
ABBOTT LABS COM
+$116.0K
5,230
+21%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$114.0K
15,050
+1%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$113.0K
3,336
-11%
增持
—
ACCENTURE LTD BERMUDA CL A
+$112.0K
1,713
+16%
减持
AMGN
AMGEN INC
-$112.0K
2,967
-3%
减持
UNP
UNION PAC CORP COM
-$105.0K
2,443
-8%
增持
CRM
SALESFORCE COM
+$104.0K
1,609
+18%
减持
NVS
NOVARTIS AG ADR
-$102.0K
3,433
-18%
增持
JNJ
JOHNSON & JOHNSON COM
+$101.0K
12,255
+8%
增持
ORCL
ORACLE CORPORATION
+$99.0K
7,710
+5%
增持
UNH
UNITEDHEALTH GROUP
+$96.0K
3,330
+11%
增持
INTC
INTEL CORP COM
+$93.0K
26,120
+13%
减持
VFC
V F CORP COM
-$90.0K
4,437
-6%
减持
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
-$90.0K
65,548
-3%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$89.0K
2,824
+31%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$88.0K
2,995
+25%
增持
MS
MORGAN STANLEY
+$85.0K
4,460
+17%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$85.0K
3,627
+12%
增持
TFC
TRUIST FINL CORP COM
+$83.0K
19,531
+2%
减持
—
EXXON MOBIL CORP COM
-$82.0K
18,946
-0%
增持
SBUX
STARBUCKS CORP
+$81.0K
5,973
+16%
增持
—
MEDTRONIC PLC SHS
+$81.0K
5,948
+11%
增持
HON
HONEYWELL INTL INC
+$78.0K
3,506
+15%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$77.0K
607
+12%
减持
EMN
EASTMAN CHEMICAL CO
-$76.0K
3,041
-7%
增持
—
ASTRAZENECA PLC- SPONS ADR
+$75.0K
5,036
+33%
增持
COST
COSTCO WHOLESALE CORP
+$74.0K
759
+12%
增持
TM
TOYOTA MOTOR CORP ADS
+$73.0K
2,051
+23%
增持
KO
COCA COLA CO COM
+$71.0K
22,822
+10%
增持
CVX
CHEVRON CORP NEW COM
+$71.0K
8,555
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$68.0K
756
+31%
增持
UPS
UNITED PARCEL SERVICE INC
-$67.0K
4,278
+5%
增持
NEE
NEXTERA ENERGY INC COM
+$64.0K
6,000
+8%
增持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
+$64.0K
132,771
+4%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$63.0K
682
+22%
增持
ADBE
ADOBE SYS INC
+$62.0K
839
+17%
增持
CMCSA
COMCAST CORP NEW CL A
+$61.0K
9,517
+15%
增持
C
CITIGROUP INC
+$61.0K
3,958
+29%
增持
MSM
MSC INDL DIRECT INC CL A
-$60.0K
6,568
+0%
减持
LECO
LINCOLN ELEC HLDGS INC
-$60.0K
1,646
-20%
减持
T
AT&T INC COM
-$59.0K
9,271
-14%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$57.0K
2,459
+4%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
-$57.0K
4,442
-15%
增持
V
VISA INC
+$55.0K
4,935
+11%
减持
ABBV
ABBVIE INC COM
-$55.0K
3,774
-8%
增持
LOW
LOWES COS INC COM
+$53.0K
2,137
+9%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$52.0K
30,069
+4%
减持
VTI
VANGUARD TOTAL STK MKT
-$51.0K
1,655
-12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$51.0K
166
+2%
增持
CSX
CSX CORP
-$50.0K
42,110
+4%
减持
—
HESS CORP COM
-$50.0K
5,301
-0%
增持
DGX
QUEST DIAGNOSTICS INC
+$49.0K
3,436
+1%
增持
GILD
GILEAD SCIENCES INC
+$48.0K
8,036
+8%
增持
PYPL
PAYPAL HLDGS INC COM
-$48.0K
1,958
+2%
增持
SNA
SNAP ON INC COM
-$44.0K
5,727
+3%
增持
MPT
MEDICAL PPTYS TRUST INC COM
+$44.0K
18,508
+14%
减持
CME
CHICAGO MERCANTILE HLDGS INC
-$43.0K
1,365
-5%
增持
PGR
PROGRESSIVE CORP COM
-$41.0K
5,671
+1%
增持
WMT
WALMART INC COM
+$41.0K
5,393
+7%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$41.0K
161,719
+1%
增持
—
INVESTORS BANCORP INC NEW COM
+$41.0K
25,702
+6%
增持
RHI
ROBERT HALF INTL INC COM
+$40.0K
3,118
+2%
增持
WFC
WELLS FARGO CO NEW COM
+$40.0K
6,611
+12%
增持
RY
ROYAL BANK OF CANADA
+$39.0K
2,688
+19%
增持
INTU
INTUIT INC
+$39.0K
470
+7%
增持
NKE
NIKE INC CLASS B
-$39.0K
4,926
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$39.0K
9,933
+4%
增持
—
CRANE CO COM
+$38.0K
4,446
+7%
增持
CFR
CULLEN FROST BANKERS INC COM
+$37.0K
3,557
+4%
减持
LLY
LILLY ELI & CO COM
-$37.0K
1,383
-11%
增持
CMA
COMERICA INC COM
+$37.0K
3,558
+2%
增持
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED
+$34.0K
18,821
+31%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$34.0K
1,560
+10%
减持
APD
AIR PRODS & CHEMS INC COM
-$33.0K
1,012
-0%
增持
TXN
TEXAS INSTRS INC COM
+$32.0K
5,583
+3%
增持
BP
BP PLC SPONSORED ADR
+$32.0K
14,243
+5%
增持
PAYX
PAYCHEX INC
+$31.0K
4,146
+2%
增持
BA
BOEING CO COM
-$31.0K
2,639
+4%
增持
QCOM
QUALCOMM INC COM
-$30.0K
2,184
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$30.0K
8,321
+4%
增持
KR
KROGER CO COM
+$28.0K
7,305
+5%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$28.0K
1,841
+19%
增持
COR
AMERISOURCEBERGEN CORP COM
+$27.0K
3,344
+3%
增持
MMM
3M CO COM
-$27.0K
1,313
+2%
增持
OMC
OMNICOM GROUP INC COM
-$24.0K
4,692
+3%
增持
—
BLACKROCK FUTURE TECH ETF
-$23.0K
17,937
+2%
增持
AMAT
APPLIED MATLS INC COM
-$23.0K
3,155
+5%
增持
ENB
ENBRIDGE INC COM
+$22.0K
6,974
+9%
增持
SPGI
S&P GLOBAL INC COM
+$21.0K
548
+6%
增持
FE
FIRSTENERGY CORP
+$21.0K
6,861
+15%
减持
IBM
INTL BUSINESS MACHINES
-$21.0K
1,845
-2%
减持
—
UNILEVER PLC SPON ADR NEW
-$20.0K
4,030
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$19.0K
4,285
+12%
减持
DE
DEERE & CO COM
-$19.0K
861
-1%
减持
—
CHUBB LIMITED COM
+$19.0K
1,333
-0%
