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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 79
减持 35
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
AGG
ISHARES AGGREGATE BOND ETF
-$28.7M
0
-100%
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$13.1M
16,459
-88%
建仓
JMUB
JPMORGAN MUNICIPAL ETF
+$12.2M
251,412
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
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$5.8M
642,537
-5%
增持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$2.5M
356,198
+21%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$2.3M
611,205
-2%
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
-$1.7M
548,275
-5%
增持
AAPL
APPLE INC
-$1.3M
70,002
+2%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$1.0M
87,710
-16%
减持
RTX
RTX CORPORATION COM
-$942.2K
3,402
-72%
减持
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
-$870.7K
6,635
-73%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$810.4K
226,574
-3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$787.8K
21,934
+26%
增持
GOOGL
GOOGLE INC
+$743.3K
22,922
+22%
减持
VTI
VANGUARD TOTAL STK MKT
-$692.8K
17,076
-13%
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$662.6K
236,324
-1%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$651.9K
8,277
-71%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$642.4K
291,272
+1%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$609.1K
720,160
+4%
建仓
DVN
DEVON ENERGY CORP
+$601.0K
12,600
增持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$569.0K
432,233
+11%
增持
AMZN
AMAZON.COM INC
+$543.5K
28,804
+20%
增持
IVV
ISHARES S&P 500 INDEX
+$497.1K
12,204
+15%
增持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
+$454.6K
37,958
+33%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$440.3K
66,341
-6%
增持
NVDA
NVIDIA CORP
+$432.7K
9,571
+9%
增持
META
META PLATFORMS INC CL A
+$425.9K
10,005
+11%
增持
TSLA
TESLA MOTORS INC
+$406.6K
11,488
+22%
增持
—
EXXON MOBIL CORP COM
+$399.3K
26,020
+5%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$372.7K
8,435
-37%
减持
PFE
PFIZER INC COM
-$368.9K
26,578
-22%
增持
AMGN
AMGEN INC
+$366.3K
5,299
+11%
增持
UNH
UNITEDHEALTH GROUP
+$359.0K
4,978
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$344.7K
5,255
-19%
增持
ABBV
ABBVIE INC COM
+$326.4K
7,914
+25%
清仓
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
-$309.4K
0
-100%
建仓
TD
TORONTO DOMINION BANK
+$293.8K
4,876
增持
CVX
CHEVRON CORP NEW COM
+$272.8K
11,932
+8%
增持
CMCSA
COMCAST CORP NEW CL A
+$272.5K
42,885
+9%
建仓
SAP
SAP AKTIENGESELLSCHAFT ADR
+$267.3K
2,067
减持
NEE
NEXTERA ENERGY INC COM
-$264.4K
7,243
-21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$260.9K
5,322
+13%
增持
ELV
ELEVANCE HEALTH INC COM
+$257.1K
1,073
+127%
建仓
JMSI
JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF
+$256.5K
5,330
清仓
DEO
DIAGEO PLC
-$255.8K
0
-100%
增持
TM
TOYOTA MOTOR CORP ADS
+$253.8K
3,898
+40%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$250.0K
7,972
+20%
增持
VTV
VANGUARD VALUE ETF
+$249.4K
4,521
+72%
建仓
VISN
COMMSCOPE HLDG CO INC COM
+$248.4K
73,927
清仓
C
CITIGROUP INC
-$247.8K
0
-100%
清仓
NSC
NORFOLK SOUTHERN CRP
-$246.5K
0
-100%
清仓
BCE
BCE INC COM NEW
-$244.9K
0
-100%
建仓
EMR
EMERSON ELEC CO COM
+$244.4K
2,531
增持
V
VISA INC
+$242.8K
10,738
+15%
清仓
EFA
ISHARES MSCI EAFE ETF
-$242.3K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$237.2K
871
清仓
ENB
ENBRIDGE INC COM
-$233.0K
0
-100%
清仓
CNI
CANADIAN NATL RY CO COM
-$231.9K
0
-100%
建仓
UAA
UNDER ARMOUR INC CL A
+$229.2K
33,467
建仓
SLB
SCHLUMBERGER LTD COM STK
+$227.3K
3,898
清仓
CTVA
CORTEVA INC COM
-$226.2K
0
-100%
建仓
KOF
COCA COLA FEMSA SA SPON ADR SPONSORED ADR
+$226.0K
2,881
建仓
BN
BROOKFIELD CORP CL A LTD VT SH
+$225.4K
7,207
增持
—
TOTAL SA ADR
+$224.6K
11,607
+24%
建仓
SNY
SANOFI SA
+$223.6K
4,168
减持
KO
COCA COLA CO COM
-$222.1K
30,050
-5%
增持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
-$216.6K
443,461
+6%
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$214.0K
0
-100%
清仓
SYK
STRYKER CORP
-$213.3K
0
-100%
建仓
SEIC
SEI INVESTMENTS CO
+$210.0K
3,487
建仓
AJG
GALLAGHER ARTHUR J &CO
+$208.8K
916
增持
CSCO
CISCO SYS INC
+$206.7K
36,056
+8%
清仓
DAL
DELTA AIR LINES INC DEL CMN
-$206.6K
0
-100%
清仓
—
ROYAL CARRIBBEAN CRUISES LTD
-$205.9K
0
-100%
清仓
ILMN
ILLUMINA INC
-$203.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS
-$202.3K
34,313
-3%
清仓
GIS
GENERAL MLS INC COM
-$201.8K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$201.1K
0
-100%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$192.1K
10,632
+122%
建仓
M
MACYS INC COM
+$192.0K
16,536
增持
ADBE
ADOBE SYS INC
+$191.0K
1,720
+23%
增持
LLY
ELI LILLY & CO COM
+$190.7K
2,653
+1%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$189.7K
668
+33%
增持
BAC
BANK AMERICA CORP COM
+$185.7K
37,251
+28%
增持
PSX
PHILLIPS 66
+$181.9K
6,103
+6%
减持
NKE
NIKE INC CLASS B
-$177.5K
4,311
-19%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$166.1K
15,670
-7%
减持
MCD
MCDONALDS CORP COM
-$166.1K
4,419
-1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$165.7K
41,871
-3%
增持
TXN
TEXAS INSTRS INC COM
-$162.6K
8,702
+1%
增持
—
ACCENTURE LTD BERMUDA CL A
+$160.4K
3,227
+20%
增持
COST
COSTCO WHOLESALE CORP
+$153.7K
1,537
+16%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$152.2K
1,834
-22%
增持
ADSK
AUTODESK INC
+$152.0K
2,852
+33%
增持
COP
CONOCOPHILLIPS COM
+$151.4K
6,463
+8%
减持
LMT
LOCKHEED MARTIN CORP
-$147.9K
2,402
-2%
增持
NVS
NOVARTIS AG ADR
+$146.4K
9,196
+17%
增持
BKH
BLACK HILLS CORP COM
+$145.3K
7,962
+86%
增持
INTU
INTUIT INC
+$143.3K
918
+29%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$142.6K
13,012
+20%
增持
CRM
SALESFORCE COM
+$141.2K
4,729
+22%
减持
OMC
OMNICOM GROUP INC COM
-$139.8K
5,947
-3%
增持
WMT
WALMART INC COM
+$138.8K
7,958
+10%
增持
PG
PROCTER AND GAMBLE CO COM
-$137.5K
79,089
+3%
增持
GD
GENERAL DYNAMICS CORP COM
+$133.8K
5,326
+10%
增持
HD
HOME DEPOT
+$129.4K
6,486
+10%
增持
INTC
INTEL CORP COM
+$127.9K
25,448
+10%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$126.8K
814
-3%
增持
VRTX
VERTEX PHARMACEUTICALS IN
+$124.3K
1,927
+24%
增持
MRK
MERCK & CO INC
-$119.8K
20,873
+6%
增持
—
CHUBB LIMITED COM
+$119.1K
2,349
+22%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$118.4K
3,877
+5%
增持
MA
MASTERCARD INC
+$116.5K
3,759
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$116.2K
1,418
+23%
增持
SHEL
ROYAL DUTCH SHELL PLC-ADR
+$114.2K
11,800
+10%
增持
DHR
DANAHER CORP
+$113.4K
2,322
+20%
增持
SNA
SNAP ON INC COM
-$107.7K
6,622
+6%
增持
JPM
JPMORGAN CHASE & CO COM
+$107.5K
40,370
+2%
增持
—
UNILEVER PLC SPON ADR NEW
+$107.4K
15,402
+23%
增持
BP
BP PLC SPONSORED ADR
+$106.8K
19,584
+6%
减持
MPC
MARATHON PETE CORP
+$106.6K
3,754
-5%
增持
CAT
CATERPILLAR INC COM
+$106.1K
1,709
+17%
减持
DGX
QUEST DIAGNOSTICS INC
-$103.4K
4,056
-5%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$103.0K
12,814
+22%
建仓
SMFG
SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
+$102.9K
10,443
增持
MNST
MONSTER BEVERAGE CORP
+$102.8K
10,835
+32%
增持
—
HESS CORP COM
+$100.8K
5,672
+1%
增持
UNP
UNION PAC CORP COM
+$100.3K
6,258
+9%
增持
CLX
CLOROX CO DEL COM
-$99.8K
4,010
+2%
增持
BA
BOEING CO COM
+$99.4K
6,518
+20%
增持
ETR
ENTERGY CORP NEW COM
+$98.8K
7,220
+24%
减持
CSX
CSX CORP
-$98.0K
27,248
-1%
建仓
LUMN
LUMEN TECHNOLOGIES INC COM
+$97.9K
68,966
增持
SHOP
SHOPIFY INC CL A
+$96.3K
8,655
+49%
增持
PGR
PROGRESSIVE CORP COM
+$95.8K
5,323
+9%
减持
ADI
ANALOG DEVICES INC COM
-$93.0K
3,096
-5%
建仓
OCC
OPTICAL CABLE CORP COM NEW
+$91.1K
30,484
增持
NOW
SERVICE NOW INC
+$90.7K
670
+33%
增持
FDS
FACTSET RESH SYS INC COM
+$89.3K
676
+31%
增持
WFC
WELLS FARGO CO NEW COM
+$84.4K
11,718
+27%
增持
CME
CHICAGO MERCANTILE HLDGS INC
+$83.1K
2,040
+16%
增持
NFLX
NETFLIX COM INC
-$82.8K
3,509
+10%
减持
CFR
CULLEN FROST BANKERS INC COM
-$82.4K
4,859
-1%
增持
—
MEDTRONIC PLC SHS
-$81.5K
13,440
+4%
减持
ABT
ABBOTT LABS COM
-$77.7K
5,990
-1%
减持
INGR
INGREDION INC COM
-$76.7K
3,479
-12%
增持
ISRG
INTUITIVE SURGICAL, INC.
-$76.7K
1,558
+0%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$76.5K
3,355
-6%
减持
FITB
FIFTH THIRD BANCORP
-$75.8K
78,097
-0%
增持
EEMS
ISHARES MSCI EMERGING MARKETS SMALL CAP ETF
+$73.4K
7,434
+20%
