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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 46
增持 68
减持 24
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$35.9M
234,369
-64%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$13.3M
77,467
-73%
增持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$5.0M
550,653
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。
+27%
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$4.9M
719,616
-0%
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF
+$3.5M
65,367
建仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$3.3M
129,878
增持
TFC
TRUIST FINL CORP COM
+$2.7M
87,913
+392%
增持
AAPL
APPLE INC
+$2.5M
75,207
+7%
增持
MSFT
MICROSOFT
+$2.5M
31,594
+6%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$2.4M
53,145
增持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$2.0M
366,592
+3%
清仓
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$2.0M
0
-100%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.9M
36,926
清仓
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$1.7M
0
-100%
减持
JMUB
JPMORGAN MUNICIPAL ETF
-$1.5M
209,400
-17%
减持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
+$1.5M
441,010
-1%
建仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$1.4M
30,019
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$1.3M
583,769
-4%
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$1.2M
509,040
-7%
增持
AMZN
AMAZON.COM INC
+$1.2M
31,901
+11%
增持
FITB
FIFTH THIRD BANCORP
+$1.2M
91,262
+17%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.1M
41,177
+2%
增持
NVDA
NVIDIA CORP
+$1.1M
10,615
+11%
增持
SPY
SPDR S&P 500 ETF TRUST
+$980.3K
2,528
+388%
建仓
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$879.9K
47,671
增持
META
META PLATFORMS INC CL A
+$790.1K
10,718
+7%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$688.1K
66,459
-24%
增持
BA
BOEING CO COM
+$649.5K
7,285
+12%
增持
HD
HOME DEPOT
+$634.4K
7,486
+15%
清仓
VTV
VANGUARD VALUE ETF
-$623.6K
0
-100%
建仓
KSS
KOHLS CORP
+$596.1K
20,784
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
+$561.5K
230,380
-3%
增持
V
VISA INC
+$556.6K
11,624
+8%
建仓
AAL
AMERICAN AIRLS GROUP INC COM
+$553.5K
40,285
减持
IVV
ISHARES S&P 500 INDEX
+$547.9K
12,119
-1%
减持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
-$543.7K
4,350
-69%
减持
—
EXXON MOBIL CORP COM
-$534.3K
25,257
-3%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$525.1K
15,328
+2%
增持
VISN
COMMSCOPE HLDG CO INC COM
+$524.1K
273,927
+271%
增持
NFLX
NETFLIX COM INC
+$521.7K
3,793
+8%
增持
CFR
CULLEN FROST BANKERS INC COM
+$515.9K
8,840
+82%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$500.0K
8,976
+13%
增持
INTC
INTEL CORP COM
+$471.3K
27,383
+8%
减持
HON
HONEYWELL INTL INC
-$456.8K
2,803
-50%
增持
ETR
ENTERGY CORP NEW COM
+$452.4K
11,071
+53%
增持
CRM
SALESFORCE COM
+$432.0K
5,286
+12%
增持
GOOG
ALPHABET INC CAP STK CL C
+$417.0K
23,480
+7%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$406.4K
216,064
-5%
增持
UNP
UNION PAC CORP COM
+$404.4K
6,835
+9%
清仓
TGT
TARGET CORP COM
-$387.1K
0
-100%
增持
GOOGL
GOOGLE INC
+$372.5K
24,140
+5%
建仓
HRL
HORMEL FOODS CORP COM
+$365.3K
11,378
建仓
VB
VANGUARD SMALL CAP ETF
+$359.5K
1,685
清仓
—
ACTIVISION INC
-$349.4K
0
-100%
增持
KO
COCA COLA CO COM
+$348.5K
34,459
+15%
增持
F
FORD MOTOR COMPANY
+$345.6K
43,361
+194%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$343.4K
5,577
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$340.3K
8,639
+34%
建仓
EFA
ISHARES MSCI EAFE ETF
+$330.6K
4,387
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$324.9K
14,340
+10%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$323.9K
44,979
+7%
增持
DIS
DISNEY WALT CO COM
+$321.4K
10,999
+33%
增持
BAC
BANK AMERICA CORP COM
+$319.1K
39,769
+7%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$311.3K
4,967
+21%
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$306.9K
1,368
-7%
建仓
DOCU
DOCUSIGN INC COM
+$301.3K
5,068
建仓
RELX
RELX PLC SPONSORED ADR
+$300.9K
7,586
建仓
—
CBS CORP CL B
+$295.8K
20,000
增持
CTAS
CINTAS CORP
+$292.3K
2,360
+0%
清仓
—
DEUTSCHE BANK A G NAMEN AKT
-$289.5K
0
-100%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
+$287.6K
4,000
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$283.9K
7,819
+78%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$280.9K
1,005
+23%
建仓
SCHW
CHARLES SCHWAB CORP
+$278.0K
4,041
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$277.1K
12,025
+13%
增持
UPS
UNITED PARCEL SERVICE INC
+$275.1K
6,959
+32%
建仓
RIO
RIO TINTO PLC SPON ADR
+$271.8K
3,650
建仓
NSC
NORFOLK SOUTHERN CRP
+$270.2K
1,143
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$264.7K
1,851
+31%
增持
UNH
UNITEDHEALTH GROUP
+$264.0K
5,268
+6%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$263.3K
0
-100%
建仓
—
COCA COLA ENTERPRISEINC
+$259.3K
3,885
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$258.8K
1,061
建仓
GSK
GSK PLC SPONSORED ADR
+$258.8K
6,982
建仓
ILMN
ILLUMINA INC
+$255.5K
1,835
建仓
CMA
COMERICA INC COM
+$255.1K
4,570
增持
—
ACCENTURE LTD BERMUDA CL A
+$250.6K
3,538
+10%
建仓
BDC
BELDEN CDT INC
+$249.2K
3,226
建仓
SQ
BLOCK INC CL A
+$248.1K
3,208
建仓
ENB
ENBRIDGE INC COM
+$247.3K
6,865
减持
USB
US BANCORP DEL COM NEW
-$245.4K
33,643
-35%
建仓
COF
CAPITAL ONE FINANCIAL CORP
+$244.9K
1,868
清仓
EMR
EMERSON ELEC CO COM
-$244.4K
0
-100%
建仓
—
ROYAL CARRIBBEAN CRUISES LTD
+$242.9K
1,876
增持
GD
GENERAL DYNAMICS CORP COM
+$239.9K
5,456
+2%
增持
ELV
ELEVANCE HEALTH INC COM
+$238.2K
1,496
+39%
减持
JNJ
JOHNSON & JOHNSON COM
-$237.8K
15,541
-9%
清仓
VUG
VANGUARD GROWTH ETF
-$237.2K
0
-100%
建仓
WDAY
WORKDAY INC COM
+$236.6K
857
增持
COST
COSTCO WHOLESALE CORP
+$236.0K
1,673
+9%
建仓
AMT
AMERICAN TOWER CORP
+$235.5K
1,091
建仓
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
+$235.1K
8,344
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$235.0K
1,829
建仓
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
+$233.6K
10,013
增持
ADBE
ADOBE SYS INC
+$232.6K
1,860
+8%
增持
DVN
DEVON ENERGY CORP
+$231.4K
18,376
+46%
增持
CVX
CHEVRON CORP NEW COM
-$231.3K
11,938
+0%
建仓
—
NXP SEMICONDUCTORS NV COM
+$227.2K
989
建仓
SYK
STRYKER CORP
+$227.0K
758
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$226.4K
99
建仓
PYPL
PAYPAL HLDGS INC COM
+$225.1K
3,666
建仓
BSX
BOSTON SCIENTIFIC CORP
+$223.9K
3,873
清仓
SNY
SANOFI SA
-$223.6K
0
-100%
建仓
BCE
BCE INC COM NEW
+$222.3K
5,644
增持
VO
VANGUARD MID CAP
+$221.4K
1,819
+88%
建仓
SABR
SABRE CORP COM
+$220.0K
50,000
建仓
SRE
SEMPRA ENERGY
+$217.5K
2,910
增持
KE
KIMBALL ELECTRONICS INC COM
+$214.5K
31,503
+36%
建仓
DEO
DIAGEO PLC
+$211.9K
1,455
增持
LLY
ELI LILLY & CO COM
+$211.3K
2,807
+6%
增持
SONY
SONY GROUP CORP SPONSORED ADR
+$210.7K
5,868
+40%
清仓
VRSN
VERISIGN INC
-$209.6K
0
-100%
增持
QCOM
QUALCOMM INC COM
+$209.0K
4,634
+12%
清仓
AJG
GALLAGHER ARTHUR J &CO
-$208.8K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS IN
+$208.4K
2,159
+12%
增持
MCD
MCDONALDS CORP COM
+$207.7K
4,626
+5%
增持
SHOP
SHOPIFY INC CL A
+$206.8K
8,717
+1%
减持
SNA
SNAP ON INC COM
+$206.7K
6,563
-1%
建仓
C
CITIGROUP INC
+$203.1K
3,948
减持
CSCO
CISCO SYS INC
-$201.9K
34,372
-5%
建仓
CVS
CVS HEALTH CORP COM
+$200.6K
2,540
增持
LMT
LOCKHEED MARTIN CORP
+$200.3K
2,609
+9%
建仓
—
PINNACLE FINL PARTNERS INC COM
+$200.2K
2,295
增持
MRK
MERCK & CO INC
+$199.2K
21,538
+3%
增持
NKE
NIKE INC CLASS B
+$192.8K
5,573
+29%
增持
VZ
VERIZON COMMUNICATIONS
+$192.4K
34,601
+1%
增持
ADSK
AUTODESK INC
+$189.6K
3,203
+12%
减持
PFE
PFIZER INC COM
-$182.4K
24,287
-9%
增持
MA
MASTERCARD INC
+$181.7K
3,915
+4%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$176.3K
60,455
-9%
增持
ABT
ABBOTT LABS COM
+$174.7K
6,858
+14%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$173.1K
5,566
-34%
减持
—
UNILEVER PLC SPON ADR NEW
-$171.1K
12,165
-21%
增持
—
BLACKROCK INC
+$169.1K
670
+16%
增持
IBM
INTL BUSINESS MACHINES
+$168.4K
6,151
+3%
增持
NOW
SERVICE NOW INC
+$165.3K
764
+14%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$164.9K
2,641
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$162.3K
3,307
-15%
增持
AMGN
AMGEN INC
+$159.4K
5,498
+4%
增持
INTU
INTUIT INC
+$159.1K
1,005
+9%
