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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 35
增持 79
减持 22
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$16.3M
342,539
增持
MUB
ISHARES AMT-FREE MUNI BOND ETF
+$13.8M
133,551
+4062%
清仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF
-$10.0M
0
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。
-100%
减持
AGG
ISHARES AGGREGATE BOND ETF
-$9.6M
284,577
-26%
清仓
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
-$7.5M
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$4.5M
863,509
-0%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$4.2M
800,405
-1%
增持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
+$4.1M
247,026
+21%
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$3.9M
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.2M
281,004
+5%
减持
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
-$2.6M
12,491
-89%
增持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
+$2.5M
400,518
+5%
增持
PG
PROCTER AND GAMBLE CO COM
+$2.4M
81,339
+3%
减持
EFA
ISHARES MSCI EAFE ETF
-$2.1M
3,580
-91%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.8M
0
-100%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$1.8M
645,936
-5%
增持
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
+$1.5M
148,257
+8%
增持
MSFT
MICROSOFT
+$1.4M
25,670
+25%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.3M
38,177
+5%
增持
VTI
VANGUARD TOTAL STK MKT
+$1.2M
23,732
+27%
减持
AAPL
APPLE INC
-$1.0M
59,046
-6%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.0M
260,477
+6%
增持
—
EXXON MOBIL CORP COM
+$943.6K
27,395
+15%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$897.7K
2,702
-63%
减持
AMZN
AMAZON.COM INC
-$842.6K
15,790
-18%
减持
TSLA
TESLA MOTORS INC
-$828.0K
5,610
-2%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$737.3K
17,007
-44%
增持
JNJ
JOHNSON & JOHNSON COM
+$728.0K
17,051
+22%
增持
IVV
ISHARES S&P 500 INDEX
+$717.9K
9,432
+16%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$647.2K
46,695
-35%
增持
CVX
CHEVRON CORP NEW COM
+$642.5K
10,766
+20%
增持
MRK
MERCK & CO INC
+$595.5K
17,841
+11%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$567.4K
3,717
-46%
增持
NVDA
NVIDIA CORP
+$558.1K
8,705
+48%
增持
V
VISA INC
+$546.3K
7,823
+29%
增持
PFE
PFIZER INC COM
+$541.4K
40,386
+16%
增持
LLY
LILLY ELI & CO COM
+$524.4K
3,024
+68%
清仓
GAP
GAP INC
-$498.0K
0
-100%
清仓
D
DOMINION RESOURCES INC
-$485.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS
+$463.6K
34,025
+47%
增持
HLMN
HILLMAN SOLUTIONS CORP COM
+$453.1K
112,500
+137%
增持
BA
BOEING CO COM
+$431.2K
4,904
+18%
增持
ABBV
ABBVIE INC COM
+$420.4K
7,230
+30%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$416.4K
5,438
+33%
增持
ORCL
ORACLE CORPORATION
+$406.5K
14,014
+16%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$404.5K
5,430
建仓
—
EATON CORP PLC SHS
+$390.2K
2,486
清仓
PYPL
PAYPAL HLDGS INC COM
-$388.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$386.8K
30,034
+15%
减持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
-$383.9K
14,716
-40%
增持
IBM
INTL BUSINESS MACHINES
+$378.9K
7,488
+32%
增持
LMT
LOCKHEED MARTIN CORP
+$374.4K
2,344
+18%
增持
KO
COCA COLA CO COM
+$366.7K
29,000
+10%
增持
MA
MASTERCARD INC
+$365.6K
3,044
+25%
增持
HD
HOME DEPOT
+$361.3K
4,544
+17%
增持
GILD
GILEAD SCIENCES INC
+$356.4K
10,547
+19%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$354.9K
11,731
+16%
增持
HON
HONEYWELL INTL INC
+$353.6K
4,716
+20%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$353.0K
0
-100%
增持
MCD
MCDONALDS CORP COM
+$349.2K
4,881
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$348.6K
4,062
+20%
增持
PEP
PEPSICO INC COM
+$345.8K
8,274
+18%
增持
USB
US BANCORP DEL COM NEW
+$339.5K
50,024
+9%
建仓
SO
SOUTHERN CO COM
+$336.3K
4,710
建仓
PLD
PROLOGIS SHARE BENEFICIAL INT
+$335.9K
2,980
增持
T
AT&T INC COM
+$332.4K
38,423
+57%
增持
NFLX
NETFLIX COM INC
+$323.2K
3,090
+24%
增持
META
META PLATFORMS INC CL A
+$319.6K
8,024
+69%
增持
NKE
NIKE INC CLASS B
+$309.8K
5,314
+41%
建仓
WHR
WHIRLPOOL CORP COM
+$306.3K
2,165
增持
UNH
UNITEDHEALTH GROUP
+$306.1K
4,204
+10%
建仓
XEL
XCEL ENERGY INC COM
+$302.8K
4,319
建仓
CAT
CATERPILLAR INC COM
+$302.2K
1,262
清仓
MPT
MEDICAL PPTYS TRUST INC COM
-$299.0K
0
-100%
建仓
YUM
YUM! BRANDS INC
+$294.3K
2,298
建仓
DEO
DIAGEO PLC
+$291.9K
1,638
建仓
MO
ALTRIA GROUP INC COM
+$291.2K
6,372
建仓
CINF
CINCINNATI FINL CORP COM
+$285.7K
2,790
减持
INTC
INTEL CORP COM
-$284.8K
44,351
-22%
建仓
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$278.6K
11,260
增持
NVS
NOVARTIS AG ADR
+$275.9K
8,388
+32%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$275.0K
4,425
+28%
增持
KE
KIMBALL ELECTRONICS INC COM
+$271.5K
23,173
+58%
增持
AMGN
AMGEN INC
+$269.5K
4,445
+12%
清仓
RJF
RAYMOND JAMES FINL INC
-$263.0K
0
-100%
清仓
UAL
UNITED CONTL HLDGS INC
-$261.0K
0
-100%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$260.7K
1,305
+24%
建仓
ISRG
INTUITIVE SURGICAL, INC.
+$257.7K
971
建仓
GIS
GENERAL MLS INC COM
+$257.5K
3,071
建仓
—
CANADIAN PAC RY LTD COM
+$256.1K
3,434
增持
COP
CONOCOPHILLIPS COM
+$255.4K
5,774
+39%
建仓
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$252.5K
3,310
建仓
KLAC
KLA-TENCOR CORP
+$247.7K
657
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$247.5K
2,810
增持
MPC
MARATHON PETE CORP
+$246.5K
4,988
+48%
增持
CMCSA
COMCAST CORP NEW CL A
+$245.7K
16,720
+45%
建仓
ALSN
ALLISON TRANSMISSION HLDGS INC COM
+$244.9K
5,887
建仓
HSBC
HSBC HOLDINGS PLC SPONS ADR
+$239.8K
7,696
增持
TXN
TEXAS INSTRS INC COM
+$239.1K
7,784
+15%
建仓
NSC
NORFOLK SOUTHERN CRP
+$239.0K
970
清仓
EPD
ENTERPRISE PRODS PARTNERS L P
-$238.0K
0
-100%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$238.0K
35,742
-30%
增持
GD
GENERAL DYNAMICS CORP COM
+$229.9K
4,570
+7%
增持
WMT
WALMART INC COM
+$221.5K
6,802
+19%
建仓
SPG
SIMON PROPERTY GROUP INC
+$221.1K
1,882
建仓
MET
METLIFE INC COM
+$219.8K
3,038
增持
PSX
PHILLIPS 66
+$219.7K
5,820
+22%
减持
DIS
DISNEY WALT CO COM
-$219.0K
5,594
-25%
建仓
BHP
BHP GROUP LTD SPONSORED ADS
+$217.0K
3,497
增持
ADBE
ADOBE SYS INC
+$216.9K
1,260
+67%
清仓
VO
VANGUARD MID CAP
-$216.0K
0
-100%
增持
—
TOTAL SA ADR
+$213.6K
9,224
+20%
建仓
MMM
3M CO COM
+$213.5K
1,780
建仓
TGT
TARGET CORP COM
+$213.4K
1,432
建仓
—
DUPONT DE NEMOURS INC COM
+$211.8K
3,086
建仓
EEMS
ISHARES MSCI EMERGING MARKETS SMALL CAP ETF
+$210.8K
4,367
增持
PM
PHILIP MORRIS INTL INC
+$210.2K
5,515
+32%
增持
FITB
FIFTH THIRD BANCORP
+$209.8K
75,063
+6%
建仓
AMT
AMERICAN TOWER CORP
+$209.2K
987
增持
SBUX
STARBUCKS CORP
+$207.8K
6,561
+25%
建仓
VRSN
VERISIGN INC
+$206.3K
1,004
建仓
CNI
CANADIAN NATL RY CO COM
+$204.0K
1,716
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$202.7K
920
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$197.5K
8,082
+52%
增持
ADI
ANALOG DEVICES INC COM
+$196.6K
3,259
+35%
建仓
VALE
VALE S A SPONSORED ADS
+$191.8K
11,305
增持
—
HESS CORP COM
+$187.1K
5,508
+1%
减持
COR
AMERISOURCEBERGEN CORP COM
-$186.3K
1,947
-48%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$184.2K
9,374
+16%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$181.3K
5,799
+29%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$180.3K
21,832
+4%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$174.8K
11,451
+42%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$164.5K
4,422
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$164.2K
5,512
+12%
清仓
SKYW
SKYWEST INC
-$163.0K
0
-100%
减持
INTU
INTUIT INC
-$159.8K
576
-42%
减持
SNA
SNAP ON INC COM
+$158.4K
5,875
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$156.1K
15,653
-3%
增持
ABT
ABBOTT LABS COM
+$153.1K
5,794
+16%
增持
BP
BP PLC SPONSORED ADR
+$151.8K
17,343
+9%
减持
QCOM
QUALCOMM INC COM
-$151.4K
3,253
-28%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$147.3K
767
+17%
增持
APD
AIR PRODS & CHEMS INC COM
+$146.9K
1,576
+8%
增持
TJX
TJX COS INC NEW COM
+$145.7K
5,825
+14%
增持
FE
FIRSTENERGY CORP
+$143.0K
17,334
+10%
增持
—
ASTRAZENECA PLC- SPONS ADR
+$139.7K
6,618
+18%
增持
—
CHUBB LIMITED COM
+$138.9K
2,008
+20%
建仓
ING
ING GROEP NV ADR
+$134.7K
11,068
增持
DGX
QUEST DIAGNOSTICS INC
+$133.6K
3,711
+2%
增持
SHEL
ROYAL DUTCH SHELL PLC-ADR
+$129.1K
10,011
+13%
