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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 27
增持 99
减持 20
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$26.5M
107,810
-90%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$26.0M
230,404
+9630%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$17.5M
903,009
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。
-27%
建仓
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
+$12.0M
275,119
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$8.8M
943,968
+9%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$7.5M
676,446
+3%
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$6.8M
242,623
-28%
减持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
-$6.0M
39,900
-70%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.0M
200,679
+24%
增持
AAPL
APPLE INC
+$2.6M
63,534
+3%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$2.3M
68,436
+225%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.9M
77,461
+0%
增持
MSFT
MICROSOFT
+$1.5M
19,891
+9%
增持
PFE
PFIZER INC COM
+$732.0K
39,786
+6%
增持
NVDA
NVIDIA CORP
+$591.0K
6,052
+5%
增持
FITB
FIFTH THIRD BANCORP
+$546.0K
71,248
+18%
建仓
LMT
LOCKHEED MARTIN CORP
+$538.0K
1,515
增持
IVV
ISHARES S&P 500 INDEX
+$519.0K
7,130
+7%
增持
—
BLACKROCK FUTURE TECH ETF
+$459.0K
31,227
+74%
增持
UNH
UNITEDHEALTH GROUP
+$430.0K
3,447
+4%
增持
TSLA
TESLA MOTORS INC
+$411.0K
1,302
+5%
增持
HD
HOME DEPOT
+$340.0K
3,903
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$334.0K
794
+8%
减持
CSX
CSX CORP
+$321.0K
41,836
-1%
增持
GOOGL
GOOGLE INC
+$312.0K
688
+9%
增持
CSCO
CISCO SYS INC
+$306.0K
25,064
+6%
建仓
—
TOTAL SA ADR
+$301.0K
6,087
建仓
CVS
CVS HEALTH CORP COM
+$288.0K
2,794
增持
NVS
NOVARTIS AG ADR
+$281.0K
6,421
+87%
建仓
PLD
PROLOGIS SHARE BENEFICIAL INT
+$281.0K
1,669
增持
—
ACCENTURE LTD BERMUDA CL A
+$264.0K
1,959
+14%
增持
QCOM
QUALCOMM INC COM
+$255.0K
2,938
+35%
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$253.0K
0
-100%
建仓
VO
VANGUARD MID CAP
+$252.0K
991
清仓
T
AT&T INC COM
-$250.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$250.0K
13,029
+6%
建仓
DEO
DIAGEO PLC
+$249.0K
1,130
建仓
ELV
ANTHEM INC COM
+$249.0K
537
建仓
MNST
MONSTER BEVERAGE CORP
+$248.0K
2,584
建仓
MDLZ
MONDELEZ INTL INC CL A
+$245.0K
3,690
建仓
SHW
SHERWIN WILLIAMS CO COM
+$245.0K
696
增持
UNP
UNION PAC CORP COM
+$241.0K
2,857
+17%
建仓
VRSN
VERISIGN INC
+$236.0K
930
增持
CVX
CHEVRON CORP NEW COM
+$235.0K
9,401
+10%
建仓
—
DUPONT DE NEMOURS INC COM
+$232.0K
2,869
建仓
SCHW
CHARLES SCHWAB CORP
+$232.0K
2,763
建仓
ADI
ANALOG DEVICES INC COM
+$231.0K
1,312
建仓
MCO
MOODYS CORP
+$227.0K
580
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$227.0K
4,455
增持
KO
COCA COLA CO COM
+$227.0K
24,053
+5%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$226.0K
1,297
建仓
—
AON CORP
+$226.0K
753
清仓
—
CIMAREX ENERGY CO
-$221.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF
-$219.0K
736
-45%
增持
UPS
UNITED PARCEL SERVICE INC
+$219.0K
4,654
+9%
建仓
REGN
REGENERON PHARMACEUTICALS INC
+$215.0K
340
建仓
CCI
CROWN CASTLE INTL CORP
+$214.0K
1,023
建仓
WM
WASTE MANAGEMENT INC
+$203.0K
1,218
减持
PYPL
PAYPAL HLDGS INC COM
-$203.0K
1,626
-17%
清仓
VUG
VANGUARD GROWTH ETF
-$203.0K
0
-100%
建仓
ALSN
ALLISON TRANSMISSION HLDGS INC COM
+$203.0K
5,592
建仓
NOW
SERVICE NOW INC
+$202.0K
311
建仓
ORLY
O REILLY AUTOMOTIVE INC
+$201.0K
285
建仓
CAT
CATERPILLAR INC COM
+$201.0K
974
建仓
CTRA
CABOT OIL & GAS CP COM
+$198.0K
10,395
增持
AMZN
AMAZON.COM INC
+$192.0K
889
+5%
增持
PEP
PEPSICO INC COM
+$191.0K
6,138
+5%
增持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
+$188.0K
3,842
+48%
减持
—
MEDTRONIC PLC SHS
-$182.0K
5,448
-8%
增持
NKE
NIKE INC CLASS B
+$182.0K
5,379
+9%
减持
SBUX
STARBUCKS CORP
-$174.0K
4,147
-31%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$159.0K
3,125
+11%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$153.0K
727
+7%
减持
BNDW
VANGUARD TOTAL WORLD BOND ETF
-$148.0K
5,847
-23%
增持
V
VISA INC
+$146.0K
5,745
+16%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$145.0K
3,317
+20%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$143.0K
2,582
+5%
减持
VTI
VANGUARD TOTAL STK MKT
-$142.0K
938
-43%
减持
CTAS
CINTAS CORP
+$141.0K
2,500
-2%
增持
NEE
NEXTERA ENERGY INC COM
+$140.0K
6,548
+9%
增持
AMGN
AMGEN INC
+$138.0K
3,417
+15%
增持
EMN
EASTMAN CHEMICAL CO
+$137.0K
3,668
+21%
增持
ABBV
ABBVIE INC COM
+$133.0K
3,987
+6%
增持
LOW
LOWES COS INC COM
+$132.0K
2,190
+2%
增持
PAYX
PAYCHEX INC
+$131.0K
4,375
+6%
增持
COST
COSTCO WHOLESALE CORP
+$130.0K
830
+9%
增持
CRM
SALESFORCE COM
+$129.0K
2,224
+38%
增持
MCD
MCDONALDS CORP COM
+$128.0K
3,460
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$127.0K
3,351
+5%
增持
—
EXXON MOBIL CORP COM
+$124.0K
20,233
+7%
增持
USB
US BANCORP DEL COM NEW
-$124.0K
45,145
+1%
增持
META
META PLATFORMS INC CL A
+$120.0K
4,559
+10%
增持
DGX
QUEST DIAGNOSTICS INC
+$113.0K
3,540
+3%
增持
ORCL
ORACLE CORPORATION
+$112.0K
8,987
+17%
增持
AMAT
APPLIED MATLS INC COM
+$111.0K
3,286
+4%
增持
MA
MASTERCARD INC
+$106.0K
2,267
+11%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$104.0K
3,694
-16%
增持
LLY
LILLY ELI & CO COM
+$103.0K
1,531
+11%
增持
DOV
DOVER CORP COM
+$100.0K
3,142
+4%
增持
INTU
INTUIT INC
+$100.0K
551
+17%
减持
ABT
ABBOTT LABS COM
+$100.0K
5,104
-2%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$99.0K
2,467
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$99.0K
916
+2%
增持
GD
GENERAL DYNAMICS CORP COM
+$98.0K
3,640
+8%
增持
LGLV
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
+$97.0K
2,426
+20%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$97.0K
15,165
+1%
增持
MRK
MERCK & CO INC
+$95.0K
13,486
+8%
增持
JPM
JPMORGAN CHASE & CO COM
-$94.0K
35,344
+2%
增持
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$94.0K
3,134
+15%
减持
ADBE
ADOBE SYS INC
-$92.0K
689
-18%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$91.0K
3,387
+13%
增持
MPT
MEDICAL PPTYS TRUST INC COM
+$88.0K
19,425
+5%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$87.0K
8,906
+7%
增持
ADSK
AUTODESK INC
+$87.0K
1,401
+30%
增持
PGR
PROGRESSIVE CORP COM
+$84.0K
5,813
+3%
增持
RY
ROYAL BANK OF CANADA
+$82.0K
3,286
+22%
增持
VFC
V F CORP COM
+$79.0K
5,136
+16%
增持
INTC
INTEL CORP COM
+$79.0K
28,555
+9%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$78.0K
3,644
+0%
减持
HON
HONEYWELL INTL INC
-$77.0K
3,200
-9%
增持
DE
DEERE & CO COM
+$76.0K
1,063
+23%
增持
CME
CHICAGO MERCANTILE HLDGS INC
+$75.0K
1,482
+9%
增持
CLX
CLOROX CO DEL COM
+$75.0K
1,601
+30%
增持
TJX
TJX COS INC NEW COM
+$74.0K
3,655
+19%
增持
COR
AMERISOURCEBERGEN CORP COM
+$73.0K
3,554
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$73.0K
4,582
+7%
增持
BA
BOEING CO COM
+$70.0K
3,227
+22%
增持
DHR
DANAHER CORP
+$70.0K
1,519
+8%
增持
MSM
MSC INDL DIRECT INC CL A
+$69.0K
7,096
+8%
增持
TM
TOYOTA MOTOR CORP ADS
+$68.0K
2,334
+14%
增持
—
UNILEVER PLC SPON ADR NEW
+$67.0K
5,299
+31%
增持
—
CHUBB LIMITED COM
+$66.0K
1,534
+15%
减持
C
CITIGROUP INC
-$65.0K
3,525
-11%
减持
CMCSA
COMCAST CORP NEW CL A
-$65.0K
9,269
-3%
增持
NFLX
NETFLIX COM INC
+$64.0K
890
+15%
增持
BAC
BK OF AMERICA CORP COM
+$62.0K
23,197
+1%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$61.0K
843
+247%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$61.0K
10,627
+7%
增持
APD
AIR PRODS & CHEMS INC COM
+$60.0K
1,049
+4%
增持
—
LINDE PLC SHS
+$60.0K
816
+8%
减持
—
ASTRAZENECA PLC- SPONS ADR
-$59.0K
4,175
-17%
增持
—
CRANE CO COM
+$58.0K
4,720
+6%
增持
GILD
GILEAD SCIENCES INC
+$58.0K
8,521
+6%
增持
NSC
NORFOLK SOUTHERN CRP
+$57.0K
878
+3%
增持
—
BLACKROCK INC
+$56.0K
358
+10%
增持
CFR
CULLEN FROST BANKERS INC COM
+$56.0K
3,789
+7%
减持
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED
-$55.0K
10,466
-44%
增持
RHI
ROBERT HALF INTL INC COM
+$54.0K
3,294
+6%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$54.0K
7,451
+2%
增持
SNA
SNAP ON INC COM
+$52.0K
5,800
+1%
