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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 35
增持 75
减持 30
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
+$20.0M
602,420
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$14.8M
94,793
-75%
减持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
-$13.7M
130,288
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。
-73%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$4.8M
785,046
+1%
增持
AAPL
APPLE INC
+$2.5M
79,052
+4%
增持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$2.0M
217,570
+3%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.4M
79,750
+6%
增持
TSLA
TESLA MOTORS INC
+$1.2M
16,315
+6%
增持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
+$1.1M
610,994
+3%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$983.8K
216,195
-2%
增持
META
META PLATFORMS INC CL A
+$939.7K
10,986
+4%
增持
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
+$931.2K
312,078
+5%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$899.3K
198,236
-1%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$811.9K
283,148
+4%
增持
CME
CHICAGO MERCANTILE HLDGS INC
+$801.8K
5,265
+188%
减持
MSFT
MICROSOFT
-$759.5K
33,552
-1%
增持
ORCL
ORACLE CORPORATION
+$639.2K
19,456
+3%
建仓
BLK
BLACKROCK INC
+$624.4K
658
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$599.9K
85,119
-15%
增持
JNJ
JOHNSON & JOHNSON COM
+$584.3K
17,991
+13%
增持
SPY
SPDR S&P 500 ETF TRUST
+$583.4K
2,273
+72%
增持
HD
HOME DEPOT
+$541.1K
7,715
+3%
清仓
VISN
COMMSCOPE HLDG CO INC COM
-$521.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP
+$513.5K
5,499
+4%
减持
GOOG
ALPHABET INC CAP STK CL C
-$508.5K
24,871
-2%
清仓
—
LAM RESEARCH CORP
-$497.7K
0
-100%
清仓
—
BLACKROCK INC
-$480.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO. COM
+$451.7K
38,128
+2%
减持
FITB
FIFTH THIRD BANCORP
+$442.4K
81,911
-3%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$440.7K
15,202
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$436.4K
6,291
+4%
增持
IBM
INTL BUSINESS MACHINES
+$435.6K
6,939
+9%
减持
BA
BOEING CO COM
-$429.1K
8,457
-10%
增持
CSCO
CISCO SYS INC
+$424.1K
37,046
+14%
减持
MRK
MERCK & CO INC
-$411.3K
18,606
-9%
增持
GOOGL
GOOGLE INC
-$397.5K
26,991
+1%
减持
QCOM
QUALCOMM INC COM
-$392.3K
5,641
-17%
建仓
LRCX
LAM RESEARCH CORP
+$389.6K
477
增持
GLD
SPDR GOLD ETF
+$383.3K
2,589
+126%
增持
TFC
TRUIST FINL CORP COM
+$370.0K
85,875
+1%
减持
AMAT
APPLIED MATLS INC COM
-$362.2K
4,009
-19%
增持
WMT
WALMART INC COM
+$357.9K
25,072
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$352.6K
2,770
+2%
增持
KO
COCA COLA CO COM
+$349.9K
36,897
+2%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$327.8K
72,819
-1%
建仓
AMT
AMERICAN TOWER CORP
+$327.0K
1,406
建仓
XCEM
COLUMBIA EM CORE EX-CHINA ETF
+$323.6K
9,906
增持
MMM
3M CO COM
+$315.8K
9,066
+0%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
-$311.8K
13,556
+0%
增持
ABBV
ABBVIE INC COM
+$305.8K
9,136
+5%
增持
SBUX
STARBUCKS CORP
+$305.6K
11,517
+10%
建仓
ILMN
ILLUMINA INC
+$302.0K
2,316
增持
UNP
UNION PAC CORP COM
+$297.6K
7,619
+9%
减持
CVX
CHEVRON CORP NEW COM
-$296.2K
12,100
-9%
建仓
DEO
DIAGEO PLC
+$296.0K
2,109
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
-$292.7K
0
-100%
增持
MCD
MCDONALDS CORP COM
+$292.7K
4,512
+6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$291.4K
9,662
-38%
减持
DVN
DEVON ENERGY CORP
-$290.2K
16,776
-16%
增持
OCC
OPTICAL CABLE CORP COM NEW
+$287.4K
212,031
+105%
建仓
TD
TORONTO DOMINION BANK
+$278.5K
4,402
增持
V
VISA INC
+$278.0K
13,189
+3%
增持
MA
MASTERCARD INC
+$275.9K
4,058
+4%
清仓
—
UBS AG NEW F
-$273.4K
0
-100%
建仓
—
SMURFIT WESTROCK PLC SHS
+$273.2K
5,528
增持
CRM
SALESFORCE COM
+$273.2K
6,367
+11%
增持
NKE
NIKE INC CLASS B
+$264.0K
7,089
+47%
增持
PGR
PROGRESSIVE CORP COM
+$255.0K
4,743
+4%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$250.5K
2,130
建仓
HCA
HCA INC
+$245.5K
604
增持
—
ACCENTURE LTD BERMUDA CL A
+$244.9K
3,859
+5%
清仓
FCX
FREEPORT MCMORAN COPPER
-$243.3K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC COM
+$242.8K
1,037
增持
VZ
VERIZON COMMUNICATIONS
+$240.2K
39,601
+6%
增持
LOW
LOWES COS INC COM
+$238.6K
3,288
+11%
增持
TXN
TEXAS INSTRS INC COM
+$237.6K
9,579
+7%
建仓
ZTS
ZOETIS INC CL A
+$236.8K
1,212
增持
—
EXXON MOBIL CORP COM
+$236.6K
30,118
+5%
建仓
ED
CONSOLIDATED EDISON INC COM
+$235.3K
2,260
增持
PYPL
PAYPAL HLDGS INC COM
+$235.0K
8,696
+14%
清仓
EMR
EMERSON ELEC CO COM
-$232.7K
0
-100%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$229.7K
22,538
+11%
建仓
URI
UNITED RENTALS INC
+$229.2K
283
增持
CMCSA
COMCAST CORP NEW CL A
+$229.0K
45,417
+7%
减持
GD
GENERAL DYNAMICS CORP COM
-$225.4K
4,837
-17%
建仓
—
PINNACLE FINL PARTNERS INC COM
+$224.5K
2,292
增持
UBER
UBER TECHNOLOGIES INC COM
+$223.3K
6,914
+70%
清仓
HP
HELMERICH & PAYNE INC COM
-$221.9K
0
-100%
建仓
SNY
SANOFI SA
+$221.2K
3,838
建仓
AEE
AMEREN CORP
+$219.6K
2,511
建仓
OKE
ONEOK INC NEW COM
+$219.0K
2,403
建仓
CPB
CAMPBELL SOUP CO COM
+$218.1K
4,459
建仓
AMP
AMERIPRISE FINL INC COM
+$218.1K
464
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$216.5K
2,690
建仓
MET
METLIFE INC COM
+$214.6K
2,602
建仓
BX
BLACKSTONE GROUP LP
+$214.1K
1,398
清仓
CBRL
CRACKER BARREL OLD CTRY STORE COM
-$213.2K
0
-100%
清仓
—
NXP SEMICONDUCTORS NV COM
-$211.8K
0
-100%
建仓
SLV
ISHARES SILVER TRUST ETF
+$210.6K
7,413
建仓
SRE
SEMPRA ENERGY
+$210.2K
2,513
建仓
—
ALCON AG ORD SHS
+$209.8K
2,096
建仓
QFIN
QIFU TECHNOLOGY INC AMERICAN DEP
+$208.7K
7,000
建仓
VUG
VANGUARD GROWTH ETF
+$206.9K
539
增持
BKH
BLACK HILLS CORP COM
+$206.8K
13,394
+19%
建仓
CAG
CONAGRA BRANDS INC COM
+$205.9K
6,333
建仓
DVA
DAVITA INC COM
+$205.6K
1,254
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$202.8K
774
建仓
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
+$202.7K
3,524
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$202.3K
3,725
+7%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$201.9K
2,151
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$201.0K
16,714
+1%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$198.7K
4,601
-46%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$194.2K
1,009
-0%
增持
SNA
SNAP ON INC COM
+$192.4K
6,571
+0%
增持
NEE
NEXTERA ENERGY INC COM
+$191.9K
10,734
+6%
增持
NFLX
NETFLIX COM INC
+$189.5K
4,255
+2%
减持
WFC
WELLS FARGO CO NEW COM
-$186.8K
12,702
-17%
增持
PM
PHILIP MORRIS INTL INC
+$186.5K
7,457
+5%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$185.6K
15,106
+902%
增持
MSM
MSC INDL DIRECT INC CL A
+$184.7K
10,367
+16%
增持
ENB
ENBRIDGE INC COM
+$183.5K
11,069
+48%
增持
RWJ
INVESCO S&P SMALLCAP 600 REVENUE ETF
+$180.3K
25,836
+3%
增持
RTX
RTX CORPORATION COM
+$179.9K
7,700
+3%
减持
VTI
VANGUARD TOTAL STK MKT
-$178.6K
13,974
-10%
减持
USB
US BANCORP DEL COM NEW
+$175.7K
32,001
-1%
减持
BP
BP PLC SPONSORED ADR
-$175.4K
16,205
-14%
增持
GEV
GE VERNOVA INC COM
+$174.9K
1,997
+2%
增持
PH
PARKER-HANNIFIN CORP COM
+$174.2K
945
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$172.1K
2,169
+3%
增持
CTAS
CINTAS CORP
+$169.3K
8,147
+278%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$168.9K
2,755
-1%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$163.7K
28,530
+11%
增持
SHOP
SHOPIFY INC CL A
+$158.0K
10,451
+2%
减持
TM
TOYOTA MOTOR CORP ADS
-$156.1K
4,275
-5%
建仓
PBR
PETROLEO BRASILEIRO SA PETROBRAS
+$154.8K
10,739
增持
ISRG
INTUITIVE SURGICAL, INC.
+$146.7K
2,088
+6%
增持
IDHQ
INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF
+$143.9K
34,305
+10%
增持
NVDA
NVIDIA CORP
-$142.1K
102,162
+1%
减持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
+$141.8K
6,675
-1%
增持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$141.4K
34,945
+8%
减持
T
AT&T INC COM
-$137.7K
22,860
-32%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC COM
+$137.3K
7,076
-1%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$136.7K
3,502
+7%
增持
AXP
AMERICAN EXPRESS CO COM
+$135.5K
2,765
+4%
增持
DE
DEERE & CO COM
+$135.1K
1,432
+16%
增持
ABT
ABBOTT LABS COM
+$134.7K
7,485
+8%
增持
CAT
CATERPILLAR INC COM
+$134.5K
2,033
+3%
增持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$134.3K
13,716
+18%
增持
NOW
SERVICE NOW INC
+$133.5K
874
+6%
减持
O
REALTY INCOME CORP COM
+$132.8K
12,790
-0%
