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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 23
增持 39
减持 45
清仓 43
方向
标的
Δ市值
现股数(环比)
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$10.1M
819,533
-6%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$9.5M
729,775
+4%
建仓
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$6.2M
110,725
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。
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$6.2M
948,692
-1%
增持
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
+$5.6M
58,397
+1104%
减持
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
-$4.0M
317,322
-10%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$3.6M
300,336
+19%
清仓
EFA
ISHARES MSCI EAFE ETF
-$3.3M
0
-100%
减持
AAPL
APPLE INC
-$2.7M
59,145
-4%
增持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
+$2.0M
42,207
+537%
增持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$1.7M
241,215
+3%
建仓
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
+$1.6M
36,990
减持
MSFT
MICROSOFT
-$1.5M
19,958
-7%
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
-$1.4M
0
-100%
增持
AMZN
AMAZON.COM INC
-$1.2M
17,429
+1744%
清仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$1.2M
0
-100%
减持
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
-$1.0M
47,240
-37%
建仓
EAGG
ISHARES ESG AWARE U.S. AGGREGATE BOND ETF
+$970.0K
19,811
减持
NVDA
NVIDIA CORP
-$917.0K
5,889
-11%
减持
PG
PROCTER AND GAMBLE CO COM
-$814.0K
76,213
-1%
清仓
—
BLACKROCK FUTURE TECH ETF
-$775.0K
0
-100%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$744.0K
174,798
+12%
减持
TSLA
TESLA MOTORS INC
-$722.0K
1,549
-5%
清仓
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
-$709.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO COM
-$698.0K
35,361
+3%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$687.0K
7,240
+114%
增持
FITB
FIFTH THIRD BANCORP
-$663.0K
71,351
+0%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$654.0K
21,142
+91%
清仓
BNDW
VANGUARD TOTAL WORLD BOND ETF
-$632.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$586.0K
0
-100%
减持
IVV
ISHARES S&P 500 INDEX
-$576.0K
7,438
-1%
清仓
LGLV
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
-$564.0K
0
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
-$550.0K
776
-4%
减持
GOOGL
GOOGLE INC
-$550.0K
686
-7%
清仓
—
CRANE CO COM
-$488.0K
0
-100%
清仓
UCO
PROSHARES ULTRA BLOOMBERG CRUDE OIL
-$460.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$451.0K
20,423
-14%
建仓
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
+$425.0K
17,630
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$423.0K
3,222
-13%
建仓
CXT
CRANE HLDGS CO COM
+$417.0K
4,768
增持
VTI
VANGUARD TOTAL STK MKT
+$403.0K
3,247
+253%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$388.0K
244,089
+15%
清仓
—
INVESTORS BANCORP INC NEW COM
-$381.0K
0
-100%
建仓
PSX
PHILLIPS 66
+$378.0K
4,606
清仓
—
PEOPLES BK BRIDGEPORT CN
-$367.0K
0
-100%
清仓
HDV
ISHARES TR HIGH DIVID EQUITY FD
-$357.0K
0
-100%
减持
USB
US BANCORP DEL COM NEW
-$356.0K
44,410
-2%
减持
DIS
DISNEY WALT CO COM
-$353.0K
4,830
-18%
建仓
MTB
M & T BK CORP COM
+$353.0K
2,212
清仓
VST
VISTRA CORP COM
-$349.0K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC COM
+$335.0K
9,386
增持
PNC
PNC FINL SVCS GROUP INC COM
-$330.0K
15,641
+3%
建仓
—
UNILEVER PLC SPON ADR NEW
+$326.0K
7,113
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$322.0K
0
-100%
清仓
PLD
PROLOGIS SHARE BENEFICIAL INT
-$315.0K
0
-100%
减持
BAC
BK OF AMERICA CORP COM
-$313.0K
20,873
-11%
建仓
MNST
MONSTER BEVERAGE CORP
+$307.0K
3,317
清仓
TGT
TARGET CORP COM
-$307.0K
0
-100%
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$295.0K
3,462
-14%
减持
WMT
WALMART INC COM
-$293.0K
4,833
-18%
减持
UNP
UNION PAC CORP COM
-$293.0K
2,621
-16%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION COM
-$289.0K
0
-100%
清仓
NSC
NORFOLK SOUTHERN CRP
-$286.0K
0
-100%
建仓
SNPS
SYNOPSYS INC COM
+$282.0K
929
清仓
DOCU
DOCUSIGN INC COM
-$274.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO COM
-$274.0K
0
-100%
清仓
FIS
FIDELITY NATL INFO SVCS
-$272.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$271.0K
0
-100%
清仓
SCHW
CHARLES SCHWAB CORP
-$267.0K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$264.0K
22,224
+12%
增持
INTC
INTEL CORP COM
-$255.0K
33,370
+10%
清仓
MO
ALTRIA GROUP INC COM
-$253.0K
0
-100%
清仓
DEO
DIAGEO PLC
-$253.0K
0
-100%
清仓
NOW
SERVICE NOW INC
-$252.0K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$250.0K
8,086
-7%
清仓
MCHP
MICROCHIP TECHNOLOGY INC
-$249.0K
0
-100%
建仓
AMT
AMERICAN TOWER CORP
+$249.0K
974
建仓
TJX
TJX COS INC NEW COM
+$242.0K
4,340
清仓
C
CITIGROUP INC
-$241.0K
0
-100%
建仓
CI
CIGNA CORP NEW COM
+$232.0K
882
增持
CSX
CSX CORP
-$230.0K
28,550
+1%
清仓
ISRG
INTUITIVE SURGICAL, INC.
-$228.0K
0
-100%
清仓
MAR
MARRIOTT INTL INC
-$227.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC COM
-$224.0K
0
-100%
清仓
TD
TORONTO DOMINION BANK
-$223.0K
0
-100%
建仓
TMUS
T-MOBILE US INC COM
+$219.0K
1,625
清仓
CAT
CATERPILLAR INC COM
-$219.0K
0
-100%
清仓
VRSN
VERISIGN INC
-$218.0K
0
-100%
减持
DE
DEERE & CO COM
-$218.0K
812
-27%
清仓
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
-$218.0K
0
-100%
增持
IBM
INTL BUSINESS MACHINES
+$216.0K
6,508
+20%
建仓
SKYW
SKYWEST INC
+$213.0K
10,000
清仓
RIO
RIO TINTO PLC SPON ADR
-$213.0K
0
-100%
增持
MRK
MERCK & CO INC
+$213.0K
15,580
+6%
建仓
HSBC
HSBC HOLDINGS PLC SPONS ADR
+$212.0K
6,478
减持
—
MEDTRONIC PLC SHS
-$210.0K
7,341
-6%
清仓
—
PINNACLE FINL PARTNERS INC COM
-$210.0K
0
-100%
增持
T
AT&T INC COM
+$209.0K
36,863
+54%
建仓
MRSH
MARSH & MCLENNAN COS INC COM
+$209.0K
1,345
清仓
—
CANADIAN PAC RY LTD COM
-$209.0K
0
-100%
建仓
WM
WASTE MANAGEMENT INC
+$207.0K
1,354
清仓
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
-$207.0K
0
-100%
减持
IJR
ISHARES S&P SMALLCAP 600 ETF
-$206.0K
7,144
-11%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$206.0K
0
-100%
减持
NKE
NIKE INC CLASS B
-$205.0K
4,178
-11%
建仓
DG
DOLLAR GEN CORP
+$203.0K
829
建仓
SNY
SANOFI SA
+$203.0K
4,055
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$202.0K
0
-100%
减持
HD
HOME DEPOT
-$198.0K
3,729
-9%
减持
CMCSA
COMCAST CORP NEW CL A
-$197.0K
9,797
-21%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$197.0K
563
-19%
减持
ADBE
ADOBE SYS INC
-$187.0K
729
-27%
增持
VFC
V F CORP COM
+$186.0K
10,668
+113%
增持
VZ
VERIZON COMMUNICATIONS
+$183.0K
28,160
+15%
减持
V
VISA INC
-$181.0K
6,606
-1%
减持
JKHY
HENRY JACK & ASSOC INC
-$180.0K
1,411
-36%
增持
TFC
TRUIST FINL CORP COM
-$175.0K
20,225
+1%
减持
—
DEUTSCHE BANK A G NAMEN AKT
-$174.0K
20,545
-27%
减持
COST
COSTCO WHOLESALE CORP
-$173.0K
863
-15%
减持
UPS
UNITED PARCEL SERVICE INC
-$172.0K
4,578
-3%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$163.0K
3,718
-15%
建仓
ING
ING GROEP NV ADR
+$162.0K
16,334
增持
BA
BOEING CO COM
-$158.0K
3,732
+7%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$152.0K
4,756
-9%
减持
ABT
ABBOTT LABS COM
-$139.0K
4,656
-15%
增持
PFE
PFIZER INC COM
+$139.0K
34,883
+7%
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$136.0K
10,133
减持
ABBV
ABBVIE INC COM
-$130.0K
4,825
-10%
增持
PYPL
PAYPAL HLDGS INC COM
-$129.0K
2,887
+1%
增持
MCD
MCDONALDS CORP COM
+$125.0K
3,889
+15%
减持
RY
ROYAL BANK OF CANADA
-$124.0K
2,572
-24%
减持
MA
MASTERCARD INC
-$121.0K
2,363
-3%
增持
TXN
TEXAS INSTRS INC COM
-$120.0K
6,361
+6%
减持
FE
FIRSTENERGY CORP
-$118.0K
15,684
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$117.0K
6,099
+26%
减持
LOW
LOWES COS INC COM
-$116.0K
1,999
-13%
增持
RHI
ROBERT HALF INTL INC COM
-$115.0K
3,240
+3%
减持
WFC
WELLS FARGO CO NEW COM
-$113.0K
6,240
-15%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$109.0K
29,513
-7%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
+$107.0K
3,810
+106%
增持
LLY
LILLY ELI & CO COM
+$107.0K
1,755
+9%
增持
CTAS
CINTAS CORP
-$107.0K
2,524
+2%
增持
VUG
VANGUARD GROWTH ETF
+$105.0K
1,911
+71%
增持
JNJ
JOHNSON & JOHNSON COM
+$103.0K
14,137
+4%
增持
UAL
UNITED CONTL HLDGS INC
-$98.0K
9,037
+0%
增持
—
ACCENTURE LTD BERMUDA CL A
-$98.0K
2,091
+4%
清仓
ERIC
ERICSSON ADR B SEK 10
-$97.0K
0
-100%
增持
AMGN
AMGEN INC
+$95.0K
3,937
+10%
减持
MS
MORGAN STANLEY
-$95.0K
4,122
-12%
增持
AMAT
APPLIED MATLS INC COM
-$94.0K
3,876
+14%
