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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 47
增持 52
减持 39
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$8.3M
155,751
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$5.4M
872,258
-3%
建仓
EFA
ISHARES MSCI EAFE ETF
+$3.3M
45,198
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。
清仓
GOVT
ISHARES U.S. TREASURY BOND ETF
-$2.9M
0
-100%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$2.5M
17,771
-74%
减持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
-$2.3M
6,630
-83%
增持
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
+$2.0M
353,354
+28%
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$1.7M
234,661
-3%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$1.7M
700,111
+3%
建仓
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
+$1.4M
17,383
建仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$1.2M
22,135
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$1.1M
961,405
+2%
建仓
MUB
ISHARES AMT-FREE MUNI BOND ETF
+$1.0M
9,369
减持
JPM
JPMORGAN CHASE & CO COM
-$917.0K
34,329
-3%
减持
PG
PROCTER AND GAMBLE CO COM
-$898.0K
77,047
-1%
减持
META
META PLATFORMS INC CL A
-$838.0K
3,124
-31%
建仓
AFG
AMERICAN FINL GROUP INC O
+$762.0K
5,234
建仓
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$709.0K
7,052
减持
PFE
PFIZER INC COM
-$659.0K
32,651
-18%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$646.0K
251,447
+9%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
+$586.0K
5,000
建仓
T
AT&T INC COM
+$564.0K
23,876
建仓
HLMN
HILLMAN SOLUTIONS CORP COM
+$564.0K
47,500
减持
CSX
CSX CORP
-$513.0K
28,309
-32%
建仓
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
+$508.0K
4,852
减持
AAPL
APPLE INC
-$499.0K
61,756
-3%
建仓
UCO
PROSHARES ULTRA BLOOMBERG CRUDE OIL
+$460.0K
3,000
增持
FE
FIRSTENERGY CORP
+$436.0K
15,710
+130%
增持
IBM
INTL BUSINESS MACHINES
+$432.0K
5,405
+167%
建仓
GAP
GAP INC
+$424.0K
30,145
建仓
UAL
UNITED CONTL HLDGS INC
+$418.0K
9,023
建仓
GLD
SPDR GOLD ETF
+$415.0K
2,298
减持
—
EXXON MOBIL CORP COM
+$401.0K
19,841
-2%
增持
HD
HOME DEPOT
-$399.0K
4,080
+5%
增持
TSLA
TESLA MOTORS INC
+$389.0K
1,638
+26%
建仓
SHEL
SHELL PLC SPON ADS
+$385.0K
7,008
建仓
HDV
ISHARES TR HIGH DIVID EQUITY FD
+$357.0K
3,342
建仓
—
DEUTSCHE BANK A G NAMEN AKT
+$354.0K
28,002
建仓
VST
VISTRA CORP COM
+$349.0K
15,000
增持
ABBV
ABBVIE INC COM
+$329.0K
5,361
+34%
建仓
BHP
BHP GROUP LTD SPONSORED ADS
+$322.0K
4,171
建仓
VUG
VANGUARD GROWTH ETF
+$321.0K
1,117
减持
CVX
CHEVRON CORP NEW COM
+$318.0K
8,725
-7%
减持
—
BLACKROCK FUTURE TECH ETF
-$315.0K
28,635
-8%
增持
—
MEDTRONIC PLC SHS
+$305.0K
7,835
+44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$301.0K
3,691
+10%
建仓
KE
KIMBALL ELECTRONICS INC COM
+$294.0K
14,696
增持
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
+$294.0K
74,526
+17%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
+$291.0K
20,353
建仓
OBDC
OWL ROCK CAPITAL CORPORATION COM
+$289.0K
19,552
清仓
—
UNILEVER PLC SPON ADR NEW
-$285.0K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$281.0K
0
-100%
清仓
TJX
TJX COS INC NEW COM
-$277.0K
0
-100%
建仓
DOCU
DOCUSIGN INC COM
+$274.0K
2,558
建仓
AXP
AMERICAN EXPRESS CO COM
+$274.0K
1,463
建仓
PTON
PELOTON INTERACTIVE INC CL A COM
+$274.0K
10,370
建仓
FIS
FIDELITY NATL INFO SVCS
+$272.0K
2,710
减持
CSCO
CISCO SYS INC
-$266.0K
23,717
-5%
减持
NKE
NIKE INC CLASS B
-$265.0K
4,698
-13%
建仓
HP
HELMERICH & PAYNE INC COM
+$261.0K
6,097
建仓
VRTX
VERTEX PHARMACEUTICALS IN
+$257.0K
984
清仓
MMM
3M CO COM
-$253.0K
0
-100%
清仓
VO
VANGUARD MID CAP
-$252.0K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP
-$248.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP
-$246.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO COM
-$245.0K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$243.0K
15,170
+0%
建仓
ETR
ENTERGY CORP NEW COM
+$240.0K
2,059
增持
V
VISA INC
+$237.0K
6,683
+16%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$234.0K
2,155
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$231.0K
3,068
-33%
建仓
MAR
MARRIOTT INTL INC
+$227.0K
1,292
建仓
EOG
EOG RESOURCES INC
+$227.0K
1,905
清仓
MCO
MOODYS CORP
-$227.0K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$226.0K
212,247
+6%
建仓
—
ACTIVISION INC
+$225.0K
2,812
建仓
TD
TORONTO DOMINION BANK
+$223.0K
2,811
建仓
GT
GOODYEAR TIRE & RUBR CO COM
+$217.0K
15,196
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$214.0K
479
建仓
RIO
RIO TINTO PLC SPON ADR
+$213.0K
2,655
清仓
HMOP
HARTFORD MUNICIPAL OPPORTUNITIES ETF
-$210.0K
0
-100%
建仓
—
CANADIAN PAC RY LTD COM
+$209.0K
2,527
建仓
EA
ELECTRONICS ARTS
+$208.0K
1,643
清仓
WM
WASTE MANAGEMENT INC
-$203.0K
0
-100%
建仓
COF
CAPITAL ONE FINANCIAL CORP
+$202.0K
1,537
增持
LGLV
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
+$198.0K
3,922
+62%
减持
SBUX
STARBUCKS CORP
-$196.0K
3,181
-23%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$194.0K
2,317
-30%
建仓
F
FORD MOTOR COMPANY
+$187.0K
11,049
减持
CRM
SALESFORCE COM
-$180.0K
1,814
-18%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$179.0K
2,476
-21%
增持
JNJ
JOHNSON & JOHNSON COM
+$177.0K
13,573
+4%
增持
—
HESS CORP COM
+$176.0K
5,307
+0%
增持
BNDW
VANGUARD TOTAL WORLD BOND ETF
+$173.0K
8,530
+46%
减持
SONY
SONY GROUP CORPORATION SPONSORED ADR
-$173.0K
2,176
-31%
增持
MRK
MERCK & CO INC
+$173.0K
14,714
+9%
减持
GILD
GILEAD SCIENCES INC
-$172.0K
7,527
-12%
增持
NFLX
NETFLIX COM INC
-$169.0K
980
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$168.0K
1,600
+6%
增持
KO
COCA COLA CO COM
+$146.0K
25,330
+5%
减持
DGX
QUEST DIAGNOSTICS INC
-$142.0K
3,437
-3%
建仓
—
SIRIUS XM RADIO INC
+$140.0K
21,170
增持
USB
US BANCORP DEL COM NEW
-$136.0K
45,154
+0%
增持
—
ACCENTURE LTD BERMUDA CL A
-$133.0K
2,014
+3%
增持
UNP
UNION PAC CORP COM
+$132.0K
3,120
+9%
减持
INTU
INTUIT INC
-$130.0K
466
-15%
增持
COP
CONOCOPHILLIPS COM
+$122.0K
3,983
+4%
减持
GD
GENERAL DYNAMICS CORP COM
+$117.0K
3,633
-0%
增持
AMZN
AMAZON.COM INC
+$117.0K
945
+6%
增持
ORCL
ORACLE CORPORATION
+$117.0K
10,889
+21%
增持
COST
COSTCO WHOLESALE CORP
+$115.0K
1,018
+23%
增持
CMCSA
COMCAST CORP NEW CL A
+$114.0K
12,407
+34%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$111.0K
11,051
-3%
增持
KR
KROGER CO COM
+$107.0K
7,739
+4%
减持
ADSK
AUTODESK INC
-$105.0K
1,346
-4%
增持
LOW
LOWES COS INC COM
-$101.0K
2,298
+5%
增持
ENB
ENBRIDGE INC COM
+$100.0K
7,210
+22%
增持
WMT
WALMART INC COM
+$98.0K
5,917
+9%
建仓
ERIC
ERICSSON ADR B SEK 10
+$97.0K
10,633
增持
DE
DEERE & CO COM
+$96.0K
1,109
+4%
增持
AMGN
AMGEN INC
+$94.0K
3,568
+4%
减持
MCD
MCDONALDS CORP COM
-$93.0K
3,377
-2%
增持
—
ASTRAZENECA PLC- SPONS ADR
+$93.0K
5,069
+21%
减持
VFC
V F CORP COM
-$91.0K
5,015
-2%
减持
DOV
DOVER CORP COM
-$87.0K
3,084
-2%
增持
QCOM
QUALCOMM INC COM
-$82.0K
2,978
+1%
减持
CTRA
CABOT OIL & GAS CP COM
+$82.0K
10,383
-0%
增持
UNH
UNITEDHEALTH GROUP
+$81.0K
3,552
+3%
减持
TM
TOYOTA MOTOR CORP ADS
-$79.0K
1,964
-16%
增持
MPC
MARATHON PETE CORP
+$79.0K
3,317
+3%
增持
CLX
CLOROX CO DEL COM
+$77.0K
2,562
+60%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$75.0K
755
-10%
增持
—
CHUBB LIMITED COM
+$75.0K
1,739
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$75.0K
4,835
+8%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$74.0K
414
+22%
减持
SPY
SPDR S&P 500 ETF
-$74.0K
610
-17%
增持
ALL
ALLSTATE CORP
+$74.0K
2,789
+5%
减持
SNA
SNAP ON INC COM
-$73.0K
5,724
-1%
增持
ABT
ABBOTT LABS COM
-$73.0K
5,453
+7%
减持
EMN
EASTMAN CHEMICAL CO
-$72.0K
3,311
-10%
减持
MPT
MEDICAL PPTYS TRUST INC COM
-$72.0K
18,326
-6%
增持
AMAT
APPLIED MATLS INC COM
-$70.0K
3,393
+3%
增持
DIS
DISNEY WALT CO COM
+$69.0K
5,895
+23%
增持
BAC
BK OF AMERICA CORP COM
-$69.0K
23,359
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$68.0K
9,919
-7%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$68.0K
2,485
+1%
建仓
NOK
NOKIA CORP ADR
+$66.0K
12,047
增持
ORLY
O REILLY AUTOMOTIVE INC
+$63.0K
385
+35%
减持
—
BLACKROCK INC
-$63.0K
347
-3%
建仓
—
INVESCO MORTGAGE CAPITAL INC COM
+$63.0K
27,476
