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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 17
增持 87
减持 32
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$12.7M
677,925
-17%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$9.4M
805,073
-15%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$7.6M
864,349
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。
+18%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$7.1M
246,343
+122%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$6.7M
386,108
+29%
建仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$3.9M
53,353
增持
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
+$3.7M
136,651
+269%
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$3.6M
204,034
-15%
增持
VTI
VANGUARD TOTAL STK MKT
+$2.8M
18,734
+477%
建仓
EFA
ISHARES MSCI EAFE ETF
+$2.4M
42,046
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.3M
71,713
+1011%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.0M
30,439
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.8M
49,801
增持
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
+$1.6M
118,171
+150%
增持
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
+$1.3M
72,657
+24%
建仓
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$1.3M
50,780
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$1.2M
6,927
减持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
-$1.2M
24,332
-42%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF
+$1.0M
200,250
+15%
增持
PG
PROCTER AND GAMBLE CO COM
-$1.0M
78,647
+3%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$851.0K
0
-100%
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$711.0K
3,209
-67%
增持
AAPL
APPLE INC
+$601.0K
62,857
+6%
减持
VZ
VERIZON COMMUNICATIONS
-$552.0K
23,095
-18%
增持
TSLA
TESLA MOTORS INC
+$476.0K
5,726
+270%
建仓
LGLV
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
+$416.0K
3,369
减持
T
AT&T INC COM
-$398.0K
24,443
-34%
清仓
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$392.0K
0
-100%
清仓
GLD
SPDR GOLD ETF
-$387.0K
0
-100%
建仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$386.0K
8,061
增持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
+$380.0K
379,640
+20%
增持
MSFT
MICROSOFT
-$361.0K
20,458
+3%
增持
AMZN
AMAZON.COM INC
+$318.0K
19,193
+10%
增持
PFE
PFIZER INC COM
-$301.0K
34,909
+0%
增持
NFLX
NETFLIX COM INC
+$292.0K
2,499
+48%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$277.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP
-$249.0K
0
-100%
增持
DIS
DISNEY WALT CO COM
+$249.0K
7,473
+55%
减持
IBM
INTL BUSINESS MACHINES
-$243.0K
5,693
-13%
清仓
SONY
SONY GROUP CORPORATION SPONSORED ADR
-$233.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF
-$230.0K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$227.0K
1,386
建仓
TD
TORONTO DOMINION BANK
+$227.0K
3,700
清仓
CCI
CROWN CASTLE INTL CORP
-$225.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$225.0K
13,984
-1%
减持
V
VISA INC
-$222.0K
6,072
-8%
建仓
CTVA
CORTEVA INC COM
+$221.0K
3,862
建仓
SCHW
CHARLES SCHWAB CORP
+$219.0K
3,050
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$218.0K
268,603
+10%
清仓
ALSN
ALLISON TRANSMISSION HLDGS INC COM
-$217.0K
0
-100%
建仓
VO
VANGUARD MID CAP
+$216.0K
1,147
增持
GOOGL
GOOGLE INC
-$215.0K
13,377
+1850%
清仓
HSBC
HSBC HOLDINGS PLC SPONS ADR
-$212.0K
0
-100%
增持
INTC
INTEL CORP COM
+$209.0K
56,533
+69%
建仓
MCHP
MICROCHIP TECHNOLOGY INC
+$207.0K
3,391
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$204.0K
0
-100%
清仓
SNY
SANOFI SA
-$203.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO COM
+$202.0K
1,499
清仓
CINF
CINCINNATI FINL CORP COM
-$202.0K
0
-100%
增持
USB
US BANCORP DEL COM NEW
-$202.0K
45,688
+3%
减持
CRM
SALESFORCE COM
-$200.0K
1,732
-36%
增持
JPM
JPMORGAN CHASE & CO COM
-$189.0K
36,296
+3%
增持
PYPL
PAYPAL HLDGS INC COM
+$186.0K
4,508
+56%
减持
VFC
V F CORP COM
-$184.0K
9,596
-10%
减持
NVDA
NVIDIA CORP
-$179.0K
5,884
-0%
增持
—
EXXON MOBIL CORP COM
+$175.0K
23,806
+7%
增持
CSCO
CISCO SYS INC
+$173.0K
26,096
+28%
减持
NVS
NOVARTIS AG ADR
-$170.0K
6,375
-18%
增持
KO
COCA COLA CO COM
-$165.0K
26,387
+1%
清仓
ING
ING GROEP NV ADR
-$162.0K
0
-100%
增持
WMT
WALMART INC COM
+$155.0K
5,726
+18%
增持
GOOG
ALPHABET INC CAP STK CL C
-$153.0K
16,064
+1970%
减持
FITB
FIFTH THIRD BANCORP
-$144.0K
70,494
-1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$142.0K
3,456
+13%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$136.0K
10,131
+1%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$128.0K
15,660
+0%
增持
CVS
CVS HEALTH CORP COM
+$120.0K
4,038
+41%
增持
CVX
CHEVRON CORP NEW COM
+$119.0K
8,976
+11%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$116.0K
4,098
+18%
减持
NKE
NIKE INC CLASS B
-$115.0K
3,760
-10%
增持
CFG
CITIZENS FINL GROUP INC COM
+$111.0K
12,988
+38%
减持
MPT
MEDICAL PPTYS TRUST INC COM
-$107.0K
25,237
-5%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$104.0K
21,027
-1%
减持
PM
PHILIP MORRIS INTL INC
-$99.0K
4,191
-7%
增持
DE
DEERE & CO COM
+$99.0K
1,024
+26%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
+$98.0K
29,634
+45%
增持
COP
CONOCOPHILLIPS COM
+$98.0K
4,160
+14%
减持
VUG
VANGUARD GROWTH ETF
-$97.0K
1,536
-20%
减持
TM
TOYOTA MOTOR CORP ADS
-$93.0K
2,041
-12%
增持
RY
ROYAL BANK OF CANADA
+$92.0K
3,789
+47%
增持
SBUX
STARBUCKS CORP
+$92.0K
5,259
+14%
增持
CFR
CULLEN FROST BANKERS INC COM
+$89.0K
4,120
+5%
减持
CSX
CSX CORP
-$89.0K
27,814
-3%
减持
AMAT
APPLIED MATLS INC COM
-$88.0K
3,236
-17%
减持
CME
CHICAGO MERCANTILE HLDGS INC
-$86.0K
1,509
-13%
增持
IVV
ISHARES S&P 500 INDEX
+$86.0K
8,103
+9%
增持
LOW
LOWES COS INC COM
+$83.0K
2,301
+15%
增持
AFG
AMERICAN FINL GROUP INC O
-$81.0K
5,215
+0%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$80.0K
7,214
-0%
增持
CI
CIGNA CORP NEW COM
+$80.0K
1,123
+27%
增持
CTAS
CINTAS CORP
+$80.0K
2,635
+4%
增持
COST
COSTCO WHOLESALE CORP
+$79.0K
1,043
+21%
增持
INTU
INTUIT INC
+$77.0K
991
+24%
减持
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
-$76.0K
9,439
-8%
建仓
BBD
BANCO BRADESCO S A SP ADR PFD NEW
+$76.0K
20,586
增持
TJX
TJX COS INC NEW COM
+$76.0K
5,123
+18%
增持
ORCL
ORACLE CORPORATION
-$75.0K
12,105
+4%
增持
WFC
WELLS FARGO CO NEW COM
+$73.0K
7,893
+26%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$71.0K
1,056
+29%
增持
TXN
TEXAS INSTRS INC COM
+$70.0K
6,764
+6%
增持
TFC
TRUIST FINL CORP COM
-$65.0K
20,544
+2%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$62.0K
3,416
-10%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$62.0K
5,743
-6%
增持
DHR
DANAHER CORP
+$62.0K
1,679
+15%
增持
—
ASTRAZENECA PLC- SPONS ADR
-$61.0K
5,626
+0%
增持
AMGN
AMGEN INC
-$60.0K
3,983
+1%
增持
ADBE
ADOBE SYS INC
-$60.0K
753
+3%
减持
UAL
UNITED CONTL HLDGS INC
-$59.0K
8,010
-11%
增持
SHEL
ROYAL DUTCH SHELL PLC-ADR
+$57.0K
8,870
+21%
增持
MS
MORGAN STANLEY
+$56.0K
4,670
+13%
建仓
LYG
LLOYDS TSB GROUP PLC
+$56.0K
31,353
增持
SNPS
SYNOPSYS INC COM
+$53.0K
1,095
+18%
增持
MA
MASTERCARD INC
-$52.0K
2,436
+3%
增持
HD
HOME DEPOT
+$51.0K
3,893
+4%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$51.0K
392
+10%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$51.0K
2,630
+2%
减持
MPC
MARATHON PETE CORP
+$50.0K
3,359
-3%
增持
NEE
NEXTERA ENERGY INC COM
+$49.0K
7,355
+8%
增持
WM
WASTE MANAGEMENT INC
+$46.0K
1,582
+17%
减持
—
CHUBB LIMITED COM
-$46.0K
1,669
-6%
增持
—
UNILEVER PLC SPON ADR NEW
+$45.0K
8,454
+19%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$45.0K
4,854
+6%
增持
CMCSA
COMCAST CORP NEW CL A
-$45.0K
11,564
+18%
增持
PEP
PEPSICO INC COM
+$45.0K
7,035
+6%
减持
—
LINDE PLC SHS
-$44.0K
816
-11%
增持
TMUS
T-MOBILE US INC COM
+$43.0K
1,950
+20%
增持
VRTX
VERTEX PHARMACEUTICALS IN
+$43.0K
1,270
+10%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$43.0K
8,066
+13%
增持
QCOM
QUALCOMM INC COM
+$42.0K
4,508
+23%
增持
UNH
UNITEDHEALTH GROUP
+$42.0K
3,808
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$42.0K
4,917
+7%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$42.0K
30,097
+2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$42.0K
9,789
+5%
增持
ADSK
AUTODESK INC
+$42.0K
1,822
+5%
增持
MTB
M & T BK CORP COM
+$40.0K
2,228
+1%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$39.0K
20,051
+1%
增持
—
ACCENTURE LTD BERMUDA CL A
-$39.0K
2,108
+1%
增持
HP
HELMERICH & PAYNE INC COM
-$37.0K
6,106
+0%
增持
DGX
QUEST DIAGNOSTICS INC
-$36.0K
3,642
+0%
增持
RJF
RAYMOND JAMES FINL INC
+$36.0K
2,661
+5%
