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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 26
增持 60
减持 45
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$6.3M
878,469
+2%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$3.5M
731,182
-9%
增持
AAPL
APPLE INC
+$3.1M
65,310
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。
+11%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$3.0M
48,273
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.7M
255,892
-2%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.4M
279,967
-0%
增持
MSFT
MICROSOFT
+$1.3M
25,808
+1%
增持
NVDA
NVIDIA CORP
+$1.3M
9,084
+4%
减持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
+$1.2M
398,135
-1%
增持
MUB
ISHARES AMT-FREE MUNI BOND ETF
+$1.1M
141,046
+6%
减持
PG
PROCTER AND GAMBLE CO COM
-$975.6K
76,347
-6%
增持
TSLA
TESLA MOTORS INC
+$957.2K
7,944
+42%
减持
PFE
PFIZER INC COM
-$943.2K
27,602
-32%
增持
META
META PLATFORMS INC CL A
+$838.2K
8,511
+6%
减持
JNJ
JOHNSON & JOHNSON COM
-$830.8K
14,072
-17%
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
+$814.9K
244,229
-1%
增持
CMCSA
COMCAST CORP NEW CL A
+$807.8K
36,732
+120%
增持
AMZN
AMAZON.COM INC
+$797.7K
20,564
+30%
减持
AGG
ISHARES AGGREGATE BOND ETF
+$745.2K
284,486
-0%
建仓
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$733.2K
14,743
建仓
TROW
T ROWE PRICE GROUP INC
+$625.6K
5,540
建仓
S
SENTINELONE INC CL A
+$621.7K
38,000
清仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$560.8K
0
-100%
清仓
CFG
CITIZENS FINL GROUP INC COM
-$549.6K
0
-100%
建仓
VTV
VANGUARD VALUE ETF
+$531.0K
3,845
增持
IVV
ISHARES S&P 500 INDEX
+$512.4K
10,062
+7%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$483.9K
633,600
-2%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$473.3K
14,650
-1%
建仓
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$457.0K
16,098
建仓
ESGV
VANGUARD ESG U.S. STOCK ETF
+$450.8K
6,287
增持
FITB
FIFTH THIRD BANCORP
-$442.3K
75,846
+1%
建仓
—
LINDE PLC SHS
+$430.4K
1,211
增持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$430.3K
27,351
+143%
增持
V
VISA INC
+$424.5K
9,091
+16%
减持
USB
US BANCORP DEL COM NEW
-$413.8K
49,034
-2%
减持
UNH
UNITEDHEALTH GROUP
-$406.1K
3,857
-8%
减持
INTC
INTEL CORP COM
-$403.9K
23,516
-47%
增持
GOOGL
GOOGLE INC
+$401.5K
16,902
+10%
增持
CRM
SALESFORCE COM
+$398.5K
3,507
+54%
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$390.6K
3,985
减持
—
EXXON MOBIL CORP COM
-$385.2K
24,041
-12%
增持
—
MEDTRONIC PLC SHS
+$376.3K
12,193
+56%
增持
GOOG
ALPHABET INC CAP STK CL C
+$369.4K
16,906
+8%
清仓
—
LINDE PLC SHS
-$348.7K
0
-100%
清仓
SCHW
CHARLES SCHWAB CORP
-$332.7K
0
-100%
清仓
VFC
V F CORP COM
-$328.6K
0
-100%
减持
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
+$325.2K
146,861
-1%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$314.8K
16,976
-22%
建仓
PYPL
PAYPAL HLDGS INC COM
+$300.3K
3,955
减持
IBM
INTL BUSINESS MACHINES
-$294.3K
5,802
-23%
建仓
CP
CANADIAN PACIFIC KANSAS CITY COM
+$286.5K
3,724
清仓
CINF
CINCINNATI FINL CORP COM
-$285.7K
0
-100%
增持
RHI
ROBERT HALF INTL INC COM
+$283.0K
6,531
+98%
建仓
C
CITIGROUP INC
+$278.2K
5,934
建仓
SHOP
SHOPIFY INC CL A
+$269.8K
5,627
增持
CSCO
CISCO SYS INC
+$265.6K
32,452
+8%
清仓
CMA
COMERICA INC COM
-$264.7K
0
-100%
清仓
EA
ELECTRONICS ARTS
-$258.1K
0
-100%
清仓
—
CANADIAN PAC RY LTD COM
-$256.1K
0
-100%
减持
NVS
NOVARTIS AG ADR
-$247.0K
5,586
-33%
建仓
ILMN
ILLUMINA INC
+$246.6K
1,060
清仓
NSC
NORFOLK SOUTHERN CRP
-$239.0K
0
-100%
清仓
DG
DOLLAR GEN CORP
-$238.4K
0
-100%
增持
TXN
TEXAS INSTRS INC COM
+$234.8K
8,176
+5%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$233.4K
88
建仓
MCO
MOODYS CORP
+$228.8K
747
建仓
—
LAM RESEARCH CORP
+$228.7K
431
建仓
FDX
FEDEX CORP
+$222.4K
973
清仓
SPG
SIMON PROPERTY GROUP INC
-$221.1K
0
-100%
清仓
MET
METLIFE INC COM
-$219.8K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$219.2K
6,069
+10%
清仓
BCE
BCE INC COM NEW
-$218.8K
0
-100%
减持
HD
HOME DEPOT
-$214.8K
4,135
-9%
清仓
MMM
3M CO COM
-$213.5K
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
+$213.3K
5,225
+18%
清仓
TD
TORONTO DOMINION BANK
-$212.9K
0
-100%
建仓
PPG
PPG INDS INC COM
+$211.2K
1,581
建仓
CCI
CROWN CASTLE INTL CORP
+$211.2K
1,577
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$210.2K
333,884
-3%
清仓
AMT
AMERICAN TOWER CORP
-$209.2K
0
-100%
建仓
NOW
SERVICE NOW INC
+$206.8K
445
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$206.1K
5,056
+14%
建仓
FISV
FISERV INC
+$205.3K
1,815
建仓
VO
VANGUARD MID CAP
+$205.2K
972
清仓
CNI
CANADIAN NATL RY CO COM
-$204.0K
0
-100%
建仓
MAR
MARRIOTT INTL INC
+$203.9K
1,228
建仓
FDS
FACTSET RESH SYS INC COM
+$203.8K
491
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$198.9K
3,854
-13%
增持
SNA
SNAP ON INC COM
+$196.0K
6,231
+6%
减持
HON
HONEYWELL INTL INC
-$193.6K
4,274
-9%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$190.3K
6,019
+11%
减持
TFC
TRUIST FINL CORP COM
-$186.8K
19,051
-2%
减持
LLY
LILLY ELI & CO COM
-$172.2K
2,720
-10%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$165.9K
1,396
+7%
增持
BA
BOEING CO COM
+$162.0K
5,160
+5%
增持
MA
MASTERCARD INC
+$154.0K
3,336
+10%
减持
NFLX
NETFLIX COM INC
+$153.2K
3,081
-0%
增持
HSBC
HSBC HOLDINGS PLC SPONS ADR
+$150.2K
11,425
+48%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$148.2K
46,668
-0%
减持
JPM
JPMORGAN CHASE & CO COM
-$148.1K
38,151
-0%
减持
UNP
UNION PAC CORP COM
-$147.3K
2,614
-20%
增持
COST
COSTCO WHOLESALE CORP
+$146.9K
1,216
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$144.1K
1,302
+18%
减持
CVS
CVS HEALTH CORP COM
-$137.4K
3,198
-21%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$134.5K
3,785
+2%
增持
ADI
ANALOG DEVICES INC COM
+$125.5K
3,347
+3%
增持
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$124.6K
4,159
+26%
增持
DIS
DISNEY WALT CO COM
+$121.0K
6,062
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$116.1K
5,595
+3%
增持
ABBV
ABBVIE INC COM
+$115.8K
8,057
+11%
减持
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
-$115.6K
5,201
-27%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$115.3K
785
+2%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$114.4K
557
-18%
减持
NEE
NEXTERA ENERGY INC COM
-$109.9K
7,708
-8%
减持
CI
THE CIGNA GROUP COM
-$109.4K
1,176
-5%
减持
GILD
GILEAD SCIENCES INC
-$106.6K
9,627
-9%
增持
SNPS
SYNOPSYS INC COM
+$103.5K
1,202
+6%
增持
CLX
CLOROX CO DEL COM
+$103.1K
3,711
+8%
增持
BP
BP PLC SPONSORED ADR
+$103.0K
18,682
+8%
增持
CFR
CULLEN FROST BANKERS INC COM
-$101.8K
4,500
+4%
增持
WBD
DISCOVERY HLDG CO
+$99.5K
13,130
+26%
增持
OMC
OMNICOM GROUP INC COM
+$98.1K
5,802
+5%
减持
VTI
VANGUARD TOTAL STK MKT
-$97.9K
21,751
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$95.8K
4,373
+8%
增持
CXT
CRANE NXT CO COM
+$95.2K
5,290
+5%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
-$88.4K
32,263
+1%
减持
PAYX
PAYCHEX INC
-$87.2K
4,367
-14%
增持
NKE
NIKE INC CLASS B
+$86.7K
5,777
+9%
建仓
HLN
HALEON PLC SPON ADS
+$85.8K
10,544
减持
HP
HELMERICH & PAYNE INC COM
-$85.2K
6,130
-0%
减持
—
CHUBB LIMITED COM
-$85.0K
1,843
-8%
减持
AFG
AMERICAN FINL GROUP INC O
-$84.1K
5,222
-0%
增持
COP
CONOCOPHILLIPS COM
-$83.5K
6,026
+4%
清仓
—
SIRIUS XM RADIO INC
-$83.2K
0
-100%
增持
JKHY
HENRY JACK & ASSOC INC
+$82.7K
2,269
+54%
减持
ALL
ALLSTATE CORP
-$81.1K
3,052
-1%
增持
CME
CHICAGO MERCANTILE HLDGS INC
+$80.6K
1,710
+16%
增持
QCOM
QUALCOMM INC COM
+$78.6K
3,419
+5%
增持
SBUX
STARBUCKS CORP
+$78.5K
7,003
+7%
增持
—
ASTRAZENECA PLC- SPONS ADR
+$76.5K
7,567
+14%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$75.9K
455
+10%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$75.4K
2,733
-0%
减持
RY
ROYAL BANK OF CANADA
-$75.3K
3,213
-21%
增持
PLD
PROLOGIS SHARE BENEFICIAL INT
+$75.1K
3,293
+11%
增持
WMT
WALMART INC COM
+$74.9K
7,048
+4%
减持
MPC
MARATHON PETE CORP
+$74.4K
4,857
-3%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$74.3K
8,919
+10%
减持
AMAT
APPLIED MATLS INC COM
+$73.1K
3,576
-5%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$72.9K
1,132
+23%
增持
—
UNILEVER PLC SPON ADR NEW
+$72.6K
10,502
+12%
