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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 35
增持 75
减持 26
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$33.6M
143,108
-75%
建仓
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
+$15.1M
281,223
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$14.6M
19,310
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。
-92%
建仓
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$14.3M
189,440
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$10.7M
804,774
+12%
减持
NVDA
NVIDIA CORP
+$3.5M
9,730
-8%
增持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
+$3.1M
499,382
+13%
增持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$2.5M
397,313
+8%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$2.3M
255,265
+22%
增持
MSFT
MICROSOFT
+$2.1M
33,316
+5%
增持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$2.0M
594,369
+8%
减持
AAPL
APPLE INC
-$1.8M
73,734
-2%
清仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$1.4M
0
-100%
增持
AMZN
AMAZON.COM INC
+$1.4M
34,383
+8%
建仓
—
GRIID INFRASTRUCTURE INC COMMON STOCK
+$1.3M
982,379
减持
META
META PLATFORMS INC CL A
+$1.2M
10,206
-5%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$1.1M
223,593
-5%
清仓
S
SENTINELONE INC CL A
-$1.0M
0
-100%
减持
TSLA
TESLA MOTORS INC
-$971.9K
11,430
-5%
建仓
MMM
3M CO COM
+$957.0K
9,022
减持
JPM
JPMORGAN CHASE & CO COM
+$950.5K
39,714
-4%
减持
PG
PROCTER AND GAMBLE CO COM
+$844.4K
75,331
-3%
建仓
HSY
HERSHEY CO COM
+$770.4K
3,961
建仓
O
REALTY INCOME CORP COM
+$682.8K
12,620
增持
MRK
MERCK & CO INC
+$664.5K
22,831
+6%
减持
CSX
CSX CORP
-$632.8K
8,926
-68%
增持
LLY
ELI LILLY & CO COM
+$623.1K
2,904
+3%
增持
IVV
ISHARES S&P 500 INDEX
+$604.8K
12,161
+0%
增持
ORCL
ORACLE CORPORATION
+$602.0K
18,452
+13%
增持
PFE
PFIZER INC COM
+$601.2K
46,863
+93%
增持
NFLX
NETFLIX COM INC
+$560.7K
3,964
+5%
增持
GOOGL
GOOGLE INC
+$536.2K
25,895
+7%
增持
—
EXXON MOBIL CORP COM
+$530.1K
26,284
+4%
减持
GILD
GILEAD SCIENCES INC
-$528.3K
4,211
-59%
增持
DIS
DISNEY WALT CO COM
+$507.6K
12,264
+12%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$473.5K
48,753
+443%
增持
GOOG
ALPHABET INC CAP STK CL C
+$458.0K
24,741
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$443.7K
5,809
+4%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$421.4K
1,470
+7%
增持
TM
TOYOTA MOTOR CORP ADS
+$415.8K
4,890
+10%
增持
HD
HOME DEPOT
+$394.2K
7,790
+4%
增持
V
VISA INC
+$390.5K
12,243
+5%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$389.3K
12,720
+6%
建仓
ADM
ARCHER DANIELS MIDLAND CO COM
+$375.4K
5,977
增持
CRM
SALESFORCE COM
+$364.9K
5,830
+10%
增持
JNJ
JOHNSON & JOHNSON COM
+$358.5K
17,664
+14%
增持
GE
GE AEROSPACE COM NEW
+$350.4K
6,569
+4%
减持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$328.7K
15,115
-31%
建仓
DAL
DELTA AIR LINES INC DEL CMN
+$325.3K
6,795
建仓
GOGO
GOGO INC COM USD0.0001
+$308.2K
35,105
建仓
CROX
CROCS INC
+$303.3K
2,109
增持
ABBV
ABBVIE INC COM
+$301.5K
8,820
+5%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$300.4K
5,721
+15%
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$298.9K
460,330
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$298.7K
8,800
+2%
清仓
LGLV
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
-$295.5K
0
-100%
建仓
NUBD
NUVEEN ESG U.S. AGGREGATE BOND ETF
+$293.8K
13,375
增持
BA
BOEING CO COM
-$279.7K
8,390
+15%
增持
CVX
CHEVRON CORP NEW COM
+$278.7K
13,055
+9%
减持
ADBE
ADOBE SYS INC
-$277.6K
1,649
-11%
增持
RTX
RTX CORPORATION COM
+$275.6K
6,895
+46%
增持
QCOM
QUALCOMM INC COM
+$274.2K
5,578
+20%
清仓
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$272.5K
0
-100%
增持
PSX
PHILLIPS 66
+$266.9K
6,923
+7%
增持
PYPL
PAYPAL HLDGS INC COM
+$266.2K
7,334
+100%
增持
WFC
WELLS FARGO CO NEW COM
+$265.1K
14,178
+25%
清仓
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
-$264.7K
0
-100%
建仓
MU
MICRON TECHNOLOGY
+$264.0K
2,239
建仓
—
STELLANTIS N.V SHS
+$259.9K
9,184
增持
BAC
BANK AMERICA CORP COM
+$257.1K
42,092
+6%
建仓
TGT
TARGET CORP COM
+$245.7K
1,387
增持
MPC
MARATHON PETE CORP
+$245.6K
4,201
+4%
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$239.9K
4,021
建仓
EMR
EMERSON ELEC CO COM
+$239.0K
2,107
建仓
CNI
CANADIAN NATL RY CO COM
+$236.4K
1,795
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$235.9K
204,348
-5%
清仓
AMT
AMERICAN TOWER CORP
-$235.5K
0
-100%
清仓
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
-$235.1K
0
-100%
减持
FITB
FIFTH THIRD BANCORP
+$233.9K
90,877
-0%
清仓
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
-$233.6K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC COM
+$232.0K
1,008
建仓
ECL
ECOLAB INC COM
+$230.2K
997
增持
TFC
TRUIST FINL CORP COM
+$227.3K
89,099
+1%
建仓
AZO
AUTOZONE INC NEV
+$226.9K
72
建仓
URI
UNITED RENTALS INC
+$224.3K
311
增持
VZ
VERIZON COMMUNICATIONS
+$222.3K
36,387
+5%
清仓
BCE
BCE INC COM NEW
-$222.3K
0
-100%
减持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$221.9K
119,267
-8%
建仓
NTES
NETEASE.COM INC SPONSORED ADR
+$220.2K
2,128
减持
NKE
NIKE INC CLASS B
-$218.4K
4,114
-26%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$218.4K
1,009
+0%
建仓
—
ARISTA NETWORKS INC COM
+$217.5K
750
清仓
SRE
SEMPRA ENERGY
-$217.5K
0
-100%
增持
WMT
WALMART INC COM
+$217.4K
23,803
+209%
增持
VISN
COMMSCOPE HLDG CO INC COM
-$217.1K
423,927
+55%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$216.5K
2,993
建仓
WELL
HEALTH CARE REIT INC
+$215.9K
2,311
建仓
DOW
DOW INC COM
+$214.1K
3,696
建仓
ABNB
AIRBNB INC COM CL A
+$211.5K
1,282
建仓
VLO
VALERO ENERGY CORP
+$210.9K
1,236
增持
AMAT
APPLIED MATLS INC COM
+$207.1K
4,141
+4%
建仓
ROST
ROSS STORES INC
+$205.5K
1,400
建仓
PANW
PALO ALTO NETWORKS INC COM
+$205.4K
723
建仓
AJG
GALLAGHER ARTHUR J &CO
+$204.3K
817
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$204.2K
1,982
增持
HRL
HORMEL FOODS CORP COM
+$203.5K
16,304
+43%
建仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$203.1K
2,542
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$202.1K
0
-100%
清仓
—
PINNACLE FINL PARTNERS INC COM
-$200.2K
0
-100%
增持
—
UNILEVER PLC SPON ADR NEW
+$196.2K
15,659
+29%
增持
—
EATON CORP PLC SHS
+$194.6K
2,386
+4%
减持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
-$193.0K
62,099
-5%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$191.2K
15,579
+12%
增持
GD
GENERAL DYNAMICS CORP COM
+$189.8K
5,688
+4%
减持
MA
MASTERCARD INC
+$188.7K
3,860
-1%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC COM
+$188.7K
7,206
+6%
增持
ALL
ALLSTATE CORP
+$187.3K
3,807
+13%
减持
UNH
UNITEDHEALTH GROUP
-$186.6K
5,229
-1%
增持
CAT
CATERPILLAR INC COM
+$183.2K
1,995
+8%
增持
IBM
INTL BUSINESS MACHINES
+$181.0K
6,216
+1%
减持
INTC
INTEL CORP COM
-$178.9K
27,103
-1%
增持
BKH
BLACK HILLS CORP COM
+$174.0K
11,278
+38%
增持
SPY
SPDR S&P 500 ETF TRUST
+$165.8K
2,615
+3%
建仓
—
SPIRIT AIRLINES INC
+$164.6K
34,000
增持
DVN
DEVON ENERGY CORP
+$163.9K
19,856
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$163.1K
1,971
+6%
增持
SAN
BANCO SANTANDER CENT HISP
+$160.8K
53,835
+123%
清仓
MDXG
MIMEDX GROUP INC COM
-$157.6K
0
-100%
增持
COST
COSTCO WHOLESALE CORP
+$157.2K
1,722
+3%
增持
KO
COCA COLA CO COM
+$155.0K
35,725
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$152.0K
6,339
-9%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$149.8K
1,875
+6%
增持
LOW
LOWES COS INC COM
+$145.8K
2,872
+9%
增持
TROW
T ROWE PRICE GROUP INC
+$145.2K
7,622
+5%
增持
ING
ING GROEP NV ADR
+$139.7K
22,814
+45%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$139.1K
15,305
+7%
增持
PEP
PEPSICO INC COM
+$136.8K
9,071
+6%
减持
PGR
PROGRESSIVE CORP COM
+$133.0K
4,576
-10%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$130.6K
55,928
-7%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$127.2K
2,789
+6%
增持
—
LINDE PLC SHS
+$125.6K
1,723
+5%
增持
AXP
AMERICAN EXPRESS CO COM
+$122.8K
2,466
+5%
清仓
WBD
DISCOVERY HLDG CO
-$122.2K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$120.8K
809
+8%
建仓
VTRS
VIATRIS INC COM
+$120.4K
10,084
增持
T
AT&T INC COM
+$119.4K
32,448
+21%
增持
DEO
DIAGEO PLC
+$118.7K
2,223
+53%
增持
COR
CENCORA INC COM
+$118.1K
2,599
+4%
增持
NEE
NEXTERA ENERGY INC COM
+$117.7K
9,760
+17%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$116.6K
7,238
-7%
