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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 36
增持 41
减持 46
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$3.8M
101,576
+944%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$3.6M
99,715
-30%
增持
AAPL
APPLE INC
+$3.3M
75,663
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。
+3%
减持
IVV
ISHARES S&P 500 INDEX
-$3.0M
6,161
-49%
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$2.2M
13,096
-73%
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
-$1.6M
386,210
-16%
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$1.5M
376,577
-5%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$1.3M
2,629
-81%
减持
IJR
ISHARES S&P SMALLCAP 600 ETF
-$1.3M
3,772
-75%
建仓
SPHQ
INVESCO S&P 500 QUALITY ETF
+$1.3M
20,247
增持
MSFT
MICROSOFT
+$1.2M
34,001
+2%
增持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$1.0M
210,497
+11%
增持
TSLA
TESLA MOTORS INC
+$1.0M
15,408
+35%
建仓
RWJ
INVESCO S&P SMALLCAP 600 REVENUE ETF
+$1.0M
24,972
减持
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$978.4K
5,628
-71%
增持
GOOGL
GOOGLE INC
+$965.6K
26,758
+3%
增持
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
+$952.8K
297,929
+6%
建仓
IDHQ
INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF
+$945.6K
31,086
清仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$936.2K
0
-100%
建仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$922.7K
25,673
增持
GOOG
ALPHABET INC CAP STK CL C
+$899.7K
25,443
+3%
建仓
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$874.1K
32,489
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$827.9K
774,989
-4%
建仓
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$816.1K
8,411
增持
AMZN
AMAZON.COM INC
+$779.3K
36,126
+5%
减持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$776.8K
592,338
-0%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$752.9K
272,061
+7%
清仓
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$711.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TRUST
-$646.7K
1,325
-49%
减持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
-$601.8K
481,554
-4%
清仓
EEMS
ISHARES MSCI EMERGING MARKETS SMALL CAP ETF
-$518.1K
0
-100%
减持
MRK
MERCK & CO INC
-$488.4K
20,389
-11%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$471.7K
1,507
+3%
减持
JNJ
JOHNSON & JOHNSON COM
-$463.0K
15,950
-10%
清仓
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$439.9K
0
-100%
建仓
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$437.9K
11,589
增持
NFLX
NETFLIX COM INC
+$421.0K
4,191
+6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$420.8K
16,612
增持
VTI
VANGUARD TOTAL STK MKT
+$409.5K
15,459
+8%
增持
LLY
ELI LILLY & CO COM
+$409.3K
2,948
+2%
增持
QCOM
QUALCOMM INC COM
+$407.3K
6,786
+22%
减持
HD
HOME DEPOT
-$403.5K
7,509
-4%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$394.3K
220,361
-1%
增持
META
META PLATFORMS INC CL A
+$393.1K
10,609
+4%
建仓
—
WALGREENS BOOTS ALLIANCE INC COM
+$385.4K
31,861
减持
JPM
JPMORGAN CHASE & CO. COM
-$366.7K
37,516
-6%
增持
RIO
RIO TINTO PLC SPON ADR
+$364.6K
9,174
+143%
增持
ORCL
ORACLE CORPORATION
+$358.4K
18,953
+3%
清仓
TD
TORONTO DOMINION BANK
-$354.5K
0
-100%
建仓
D
DOMINION RESOURCES INC
+$350.0K
7,142
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$340.6K
8,848
+1%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$336.3K
200,105
-2%
建仓
GEV
GE VERNOVA INC COM
+$334.3K
1,949
清仓
DEO
DIAGEO PLC
-$330.6K
0
-100%
减持
MSM
MSC INDL DIRECT INC CL A
-$328.9K
8,921
-16%
清仓
DAL
DELTA AIR LINES INC DEL CMN
-$325.3K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC COM
-$322.0K
0
-100%
增持
AMAT
APPLIED MATLS INC COM
+$318.1K
4,967
+20%
减持
FITB
FIFTH THIRD BANCORP
-$314.8K
84,043
-8%
减持
TM
TOYOTA MOTOR CORP ADS
-$311.4K
4,486
-8%
清仓
GILD
GILEAD SCIENCES INC
-$308.5K
0
-100%
清仓
EFA
ISHARES MSCI EAFE ETF
-$306.7K
0
-100%
建仓
SWK
STANLEY BLACK & DECKER INC COM
+$305.7K
3,826
建仓
FMC
FMC CORP COM NEW
+$298.8K
5,192
增持
CVS
CVS HEALTH CORP COM
+$297.2K
9,121
+201%
建仓
BTI
BRITISH AMERICAN TOBACCO
+$295.8K
9,563
建仓
CCI
CROWN CASTLE INTL CORP
+$295.7K
3,027
清仓
NUBD
NUVEEN ESG U.S. AGGREGATE BOND ETF
-$293.8K
0
-100%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$292.7K
13,492
+6%
减持
CRM
SALESFORCE COM
-$286.3K
5,716
-2%
减持
OMC
OMNICOM GROUP INC COM
-$278.6K
3,993
-39%
清仓
ILMN
ILLUMINA INC
-$274.5K
0
-100%
建仓
—
UBS AG NEW F
+$273.4K
9,256
建仓
XEL
XCEL ENERGY INC COM
+$270.4K
5,063
减持
CSCO
CISCO SYS INC
-$269.7K
32,571
-11%
减持
CMCSA
COMCAST CORP NEW CL A
-$265.4K
42,595
-4%
建仓
GIS
GENERAL MLS INC COM
+$263.3K
4,163
清仓
PPG
PPG INDS INC COM
-$262.7K
0
-100%
建仓
NUHY
NUVEEN ESG HIGH YIELD CORPORATE BOND ETF
+$260.3K
12,445
减持
SNA
SNAP ON INC COM
-$260.3K
6,546
-2%
清仓
—
STELLANTIS N.V SHS
-$259.9K
0
-100%
增持
ADBE
ADOBE SYS INC
+$259.6K
1,965
+19%
增持
DIS
DISNEY WALT CO COM
-$259.2K
12,503
+2%
建仓
GGB
GERDAU SA SPON ADR REP PFD
+$257.4K
78,000
建仓
TDG
TRANSDIGM GROUP INC COM DELAWARE
+$254.2K
199
建仓
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$252.4K
3,110
清仓
UAA
UNDER ARMOUR INC CL A
-$247.0K
0
-100%
建仓
GLD
SPDR GOLD ETF
+$246.0K
1,144
建仓
FCX
FREEPORT MCMORAN COPPER
+$243.3K
5,007
增持
INTC
INTEL CORP COM
-$242.9K
30,811
+14%
增持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
+$242.2K
6,752
+46%
清仓
SLB
SCHLUMBERGER LTD COM STK
-$240.6K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$240.6K
8,643
+36%
增持
—
EXXON MOBIL CORP COM
+$238.6K
28,612
+9%
建仓
INEQ
COLUMBIA INTERNATIONAL EQUITY INCOME ETF
+$238.6K
7,854
减持
MCD
MCDONALDS CORP COM
-$237.6K
4,242
-9%
清仓
CNI
CANADIAN NATL RY CO COM
-$236.4K
0
-100%
增持
WMT
WALMART INC COM
+$234.5K
24,615
+3%
清仓
TRV
TRAVELERS COMPANIES INC COM
-$232.0K
0
-100%
建仓
BCE
BCE INC COM NEW
+$231.5K
7,153
清仓
URI
UNITED RENTALS INC
-$224.3K
0
-100%
增持
WHR
WHIRLPOOL CORP COM
+$223.8K
5,498
+95%
清仓
NTES
NETEASE.COM INC SPONSORED ADR
-$220.2K
0
-100%
建仓
AFL
AFLAC INC COM
+$220.1K
2,464
减持
USB
US BANCORP DEL COM NEW
-$219.2K
32,435
-4%
建仓
—
AMCOR PLC ORD
+$217.8K
22,274
增持
COST
COSTCO WHOLESALE CORP
+$216.3K
1,739
+1%
清仓
JMSI
JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF
-$214.6K
0
-100%
清仓
DOW
DOW INC COM
-$214.1K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO COM
+$213.3K
2,199
建仓
CBRL
CRACKER BARREL OLD CTRY STORE COM
+$213.2K
5,056
建仓
HLT
HILTON WORLDWIDE HLDGS INC COM
+$213.0K
976
建仓
CCJ
CAMECO CORP F
+$212.0K
4,309
清仓
ABNB
AIRBNB INC COM CL A
-$211.5K
0
-100%
减持
—
ACCENTURE LTD BERMUDA CL A
-$211.2K
3,689
-4%
清仓
VLO
VALERO ENERGY CORP
-$210.9K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$208.9K
1,043
建仓
DLR
DIGITAL REALTY TRUST INC
+$208.3K
1,370
减持
FE
FIRSTENERGY CORP
-$207.2K
11,690
-31%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$204.2K
0
-100%
清仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$203.1K
0
-100%
减持
UNP
UNION PAC CORP COM
-$196.8K
6,984
-3%
建仓
LEG
LEGGETT & PLATT INC COM
+$196.6K
17,153
增持
TXN
TEXAS INSTRS INC COM
+$194.5K
8,951
+1%
减持
PG
PROCTER AND GAMBLE CO COM
+$191.5K
75,273
-0%
增持
VRTX
VERTEX PHARMACEUTICALS IN
+$171.8K
2,423
+5%
减持
TFC
TRUIST FINL CORP COM
-$170.2K
85,017
-5%
减持
PSX
PHILLIPS 66
-$167.7K
6,822
-1%
减持
AAL
AMERICAN AIRLS GROUP INC COM
-$163.6K
40,137
-0%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$162.9K
73,729
-1%
增持
AMGN
AMGEN INC
+$158.9K
5,607
+0%
建仓
VFC
V F CORP COM
+$157.8K
11,688
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$155.1K
53,325
-5%
减持
LECO
LINCOLN ELEC HLDGS INC
-$154.5K
2,251
-1%
增持
PFE
PFIZER INC COM
+$145.3K
51,670
+10%
减持
MNST
MONSTER BEVERAGE CORP
-$144.6K
12,830
-3%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$144.2K
878
+9%
增持
—
ASTRAZENECA PLC- SPONS ADR
+$136.2K
9,323
+7%
减持
BAC
BANK AMERICA CORP COM
-$134.8K
36,745
-13%
减持
CFR
CULLEN FROST BANKERS INC COM
-$133.1K
8,972
-3%
减持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
-$132.0K
60,052
-3%
减持
KSS
KOHLS CORP
-$131.1K
20,744
-1%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$130.7K
1,976
+5%
增持
MA
MASTERCARD INC
-$130.6K
3,917
+1%
减持
HII
HUNTINGTON INGALLS INDS INC COM
-$130.3K
2,772
-1%
减持
MPC
MARATHON PETE CORP
-$128.5K
4,139
-1%
增持
MS
MORGAN STANLEY
+$125.4K
7,001
+19%
减持
—
MEDTRONIC PLC SHS
-$124.3K
13,190
-1%
增持
—
UNILEVER PLC SPON ADR NEW
+$121.5K
16,502
+5%
清仓
VTRS
VIATRIS INC COM
-$120.4K
0
-100%
