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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 89
减持 34
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$43.3M
695,050
+1340%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$24.5M
233,507
-68%
增持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$18.6M
578,054
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。
+3491%
增持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$13.9M
293,337
+1890%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$13.2M
677,755
-23%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$11.1M
70,388
-72%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$11.1M
104,033
-69%
增持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$10.0M
390,401
+1327%
减持
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
-$5.9M
24,425
-83%
增持
AAPL
APPLE INC
+$2.5M
68,656
+5%
增持
MSFT
MICROSOFT
+$2.0M
27,795
+8%
建仓
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
+$1.6M
28,565
减持
NVDA
NVIDIA CORP
+$1.2M
8,819
-3%
增持
AMZN
AMAZON.COM INC
+$994.1K
23,919
+16%
增持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
+$928.6K
420,168
+6%
增持
TSLA
TESLA MOTORS INC
+$819.7K
9,428
+19%
增持
JPM
JPMORGAN CHASE & CO COM
+$775.6K
39,515
+4%
增持
META
META PLATFORMS INC CL A
+$773.8K
8,982
+6%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$669.9K
287,196
+3%
增持
UNP
UNION PAC CORP COM
+$647.9K
5,738
+120%
增持
HD
HOME DEPOT
+$609.9K
5,892
+42%
增持
IVV
ISHARES S&P 500 INDEX
+$607.4K
10,643
+6%
清仓
CXT
CRANE NXT CO COM
-$600.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$513.5K
16,280
+16%
增持
GOOGL
GOOGLE INC
+$503.0K
18,849
+12%
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$446.4K
238,158
-2%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$437.3K
625,930
-1%
减持
ABBV
ABBVIE INC COM
-$430.9K
6,333
-21%
增持
ORCL
ORACLE CORPORATION
+$423.8K
13,712
+5%
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$370.3K
138,911
-2%
减持
T
AT&T INC COM
-$354.1K
23,619
-38%
增持
GOOG
ALPHABET INC CAP STK CL C
+$345.8K
17,394
+3%
增持
NFLX
NETFLIX COM INC
+$343.4K
3,196
+4%
增持
ETR
ENTERGY CORP NEW COM
+$339.2K
5,845
+174%
增持
MRK
MERCK & CO INC
+$330.2K
19,661
+8%
增持
UNH
UNITEDHEALTH GROUP
+$327.6K
4,475
+16%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$325.9K
292,722
+3%
增持
PG
PROCTER AND GAMBLE CO COM
+$321.2K
76,930
+1%
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$300.6K
1,379
-1%
清仓
PYPL
PAYPAL HLDGS INC COM
-$300.3K
0
-100%
减持
LLY
ELI LILLY & CO COM
+$300.3K
2,632
-3%
增持
JKHY
HENRY JACK & ASSOC INC
+$284.0K
3,742
+65%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$282.9K
13,351
-22%
清仓
VUG
VANGUARD GROWTH ETF
-$279.9K
0
-100%
增持
NVS
NOVARTIS AG ADR
+$276.4K
7,832
+40%
清仓
XEL
XCEL ENERGY INC COM
-$268.9K
0
-100%
增持
SNA
SNAP ON INC COM
+$258.3K
6,234
+0%
建仓
BKH
BLACK HILLS CORP COM
+$257.5K
4,273
建仓
PH
PARKER-HANNIFIN CORP COM
+$252.8K
648
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$252.8K
4,702
+8%
建仓
NSC
NORFOLK SOUTHERN CRP
+$246.5K
1,087
建仓
SHW
SHERWIN WILLIAMS CO COM
+$246.4K
928
建仓
BCE
BCE INC COM NEW
+$244.9K
5,372
清仓
CVS
CVS HEALTH CORP COM
-$237.6K
0
-100%
增持
CMCSA
COMCAST CORP NEW CL A
+$236.5K
39,207
+7%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$232.1K
6,646
+10%
建仓
CNI
CANADIAN NATL RY CO COM
+$231.9K
1,916
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$222.5K
1,280
增持
ISRG
INTUITIVE SURGICAL, INC.
+$219.9K
1,556
+27%
建仓
MCK
MCKESSON CORP
+$218.4K
511
建仓
EQIX
EQUINIX INC COM
+$216.7K
276
建仓
COF
CAPITAL ONE FINANCIAL CORP
+$214.0K
1,957
建仓
SPG
SIMON PROPERTY GROUP INC
+$213.8K
1,852
建仓
SYK
STRYKER CORP
+$213.3K
699
清仓
CCI
CROWN CASTLE INTL CORP
-$211.2K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL CMN
+$206.6K
4,346
建仓
—
ROYAL CARRIBBEAN CRUISES LTD
+$205.9K
1,985
建仓
EXPD
EXPEDITORS INTL WASH INC
+$203.5K
1,680
增持
TGT
TARGET CORP COM
+$202.9K
3,320
+134%
增持
HON
HONEYWELL INTL INC
+$202.0K
4,911
+15%
建仓
SPY
SPDR S&P 500 ETF TRUST
+$201.7K
455
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$201.1K
94
增持
ADBE
ADOBE SYS INC
+$195.7K
1,403
+10%
减持
MPC
MARATHON PETE CORP
-$193.3K
3,958
-19%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$186.9K
10,886
+17%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$184.7K
4,365
-27%
增持
V
VISA INC
+$177.2K
9,378
+3%
减持
CVX
CHEVRON CORP NEW COM
-$176.2K
11,053
-6%
增持
BAC
BANK AMERICA CORP COM
+$175.0K
29,076
+26%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$170.6K
5,379
+22%
清仓
GT
GOODYEAR TIRE & RUBR CO COM
-$168.6K
0
-100%
增持
—
ACCENTURE LTD BERMUDA CL A
+$167.4K
2,691
+16%
清仓
VALE
VALE S A SPONSORED ADS
-$162.3K
0
-100%
增持
MSM
MSC INDL DIRECT INC CL A
+$161.8K
9,236
+8%
增持
MA
MASTERCARD INC
+$159.2K
3,488
+5%
减持
VTV
VANGUARD VALUE ETF
-$156.9K
2,633
-32%
增持
—
MEDTRONIC PLC SHS
+$151.6K
12,879
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$148.9K
1,153
-11%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$141.8K
28,306
-16%
增持
TM
TOYOTA MOTOR CORP ADS
+$127.6K
2,780
+23%
增持
PFE
PFIZER INC COM
+$124.3K
34,092
+24%
减持
ELV
ELEVANCE HEALTH INC COM
-$122.8K
473
-35%
增持
CSX
CSX CORP
+$119.9K
27,445
+1%
减持
VTI
VANGUARD TOTAL STK MKT
-$119.5K
19,611
-10%
减持
NKE
NIKE INC CLASS B
-$118.8K
5,343
-8%
增持
CRM
SALESFORCE COM
+$117.2K
3,871
+10%
增持
HSBC
HSBC HOLDINGS PLC SPONS ADR
+$113.6K
12,710
+11%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$111.7K
43,229
-7%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$111.0K
12,160
+17%
增持
COST
COSTCO WHOLESALE CORP
+$109.8K
1,327
+9%
增持
USB
US BANCORP DEL COM NEW
-$109.3K
50,194
+2%
增持
VRTX
VERTEX PHARMACEUTICALS IN
+$108.5K
1,551
+12%
增持
—
UNILEVER PLC SPON ADR NEW
+$108.0K
12,534
+19%
增持
SHOP
SHOPIFY INC CL A
+$106.3K
5,821
+3%
增持
WFC
WELLS FARGO CO NEW COM
+$106.1K
9,240
+20%
减持
PGR
PROGRESSIVE CORP COM
-$103.6K
4,878
-7%
减持
TFC
TRUIST FINL CORP COM
-$103.6K
17,993
-6%
增持
EMN
EASTMAN CHEMICAL CO
+$103.5K
6,490
+24%
增持
RHI
ROBERT HALF INC. COM
+$103.0K
8,365
+28%
增持
WHR
WHIRLPOOL CORP COM
+$102.3K
2,419
+24%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$102.2K
16,804
-1%
增持
COR
AMERISOURCEBERGEN CORP COM
+$101.2K
2,333
+7%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$98.1K
4,290
+8%
增持
LOW
LOWES COS INC COM
+$94.9K
2,186
+10%
增持
WMT
WALMART INC COM
+$94.6K
7,214
+2%
增持
AMAT
APPLIED MATLS INC COM
+$94.3K
3,692
+3%
增持
TJX
TJX COS INC NEW COM
+$93.3K
6,812
+10%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC COM
+$91.1K
6,581
+6%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$89.8K
10,522
+18%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$89.8K
2,571
+7%
增持
EEMS
ISHARES MSCI EMERGING MARKETS SMALL CAP ETF
+$88.8K
6,206
+28%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
+$87.7K
11,257
增持
NEE
NEXTERA ENERGY INC COM
+$85.2K
9,156
+19%
增持
AMGN
AMGEN INC
-$84.7K
4,764
+1%
增持
LECO
LINCOLN ELEC HLDGS INC
+$82.8K
2,081
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$81.6K
5,966
+7%
增持
FDX
FEDEX CORP
+$80.9K
1,224
+26%
增持
SHEL
ROYAL DUTCH SHELL PLC-ADR
+$80.6K
10,690
+9%
增持
PEP
PEPSICO INC COM
+$78.8K
8,580
+4%
增持
—
BLACKROCK INC
+$78.4K
580
+20%
增持
NOW
SERVICE NOW INC
+$77.0K
505
+13%
增持
—
LINDE PLC SHS
+$76.8K
1,331
+10%
增持
ABT
ABBOTT LABS COM
+$75.9K
6,034
+5%
增持
F
FORD MOTOR COMPANY
+$74.1K
13,499
+31%
增持
CAT
CATERPILLAR INC COM
+$72.7K
1,465
+17%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$71.9K
7,250
-6%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$71.6K
836
+6%
减持
MCD
MCDONALDS CORP COM
+$67.3K
4,458
-1%
增持
ADSK
AUTODESK INC
+$66.1K
2,141
+20%
增持
KLAC
KLA-TENCOR CORP
+$65.5K
642
+4%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$64.6K
1,800
+9%
增持
MNST
MONSTER BEVERAGE CORP
+$64.1K
8,198
+9%
减持
WBD
DISCOVERY HLDG CO
-$64.1K
10,702
-18%
增持
KO
COCA COLA CO COM
+$64.0K
31,623
+7%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$63.7K
3,560
-6%
增持
SPGI
S&P GLOBAL INC COM
+$60.7K
1,056
+0%
增持
TROW
T ROWE PRICE GROUP INC
+$57.8K
6,100
+10%
减持
BP
BP PLC SPONSORED ADR
-$57.3K
18,462
-1%
减持
CTAS
CINTAS CORP
+$56.5K
2,342
-2%
减持
TMUS
T-MOBILE US INC COM
-$55.2K
1,582
-17%
