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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 18
增持 51
减持 51
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$12.5M
483,659
增持
TSLA
TESLA MOTORS INC
+$2.8M
17,498
+7%
减持
TFC
TRUIST FINL CORP COM
-$1.9M
39,739
-54%
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
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$1.8M
784,774
-0%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.7M
32,994
增持
AAPL
APPLE INC
+$1.7M
80,182
+1%
增持
AMZN
AMAZON.COM INC
+$1.4M
37,881
+2%
减持
NVDA
NVIDIA CORP
+$1.3M
102,137
-0%
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$1.3M
79,337
-16%
减持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
-$1.2M
108,047
-17%
增持
XC
WISDOMTREE EMERGING MARKETS EX-CHINA FUND
-$1.1M
618,931
+1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.1M
38,183
+0%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$1.1M
75,207
-12%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$1.0M
15,571
+3%
减持
MRK
MERCK & CO INC
-$922.9K
11,962
-36%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$891.1K
68,190
-6%
建仓
RGA
REINSURANCE GRP OF AMERICA INC COM NEW
+$828.3K
3,877
减持
LMT
LOCKHEED MARTIN CORP
-$782.9K
1,722
-38%
清仓
HSY
HERSHEY CO COM
-$776.4K
0
-100%
增持
GOOGL
GOOGLE INC
+$769.2K
27,711
+3%
减持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$768.1K
217,454
-0%
清仓
—
GRIID INFRASTRUCTURE INC COMMON STOCK
-$755.4K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$754.0K
18,191
+9%
增持
GOOG
ALPHABET INC CAP STK CL C
+$729.1K
25,663
+3%
减持
FBND
FIDELITY TOTAL BOND ETF
-$688.2K
39,079
-25%
减持
NFLX
NETFLIX COM INC
+$684.6K
4,154
-2%
增持
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
+$681.1K
324,266
+4%
建仓
EFG
ISHARES MSCI EAFE GROWTH INDEX ETF
+$673.0K
6,950
增持
BA
BOEING CO COM
+$655.9K
10,970
+30%
增持
V
VISA INC
+$632.6K
13,476
+2%
减持
JNJ
JOHNSON & JOHNSON COM
-$609.8K
15,944
-11%
清仓
CVS
CVS HEALTH CORP COM
-$578.4K
0
-100%
建仓
CLSK
CLEANSPARK INC COM NEW
+$577.2K
62,674
减持
—
EXXON MOBIL CORP COM
-$551.4K
27,694
-8%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$540.7K
193,784
-2%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$538.2K
3,831
-60%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$519.6K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC COM
-$514.0K
0
-100%
增持
MSFT
MICROSOFT
+$464.9K
35,355
+5%
增持
NKE
NIKE INC CLASS B
+$453.8K
14,279
+101%
增持
CRM
SALESFORCE COM
+$448.9K
6,555
+3%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
-$441.1K
13,636
+1%
减持
PFE
PFIZER INC COM
-$437.7K
40,436
-23%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$434.2K
60,009
-3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$430.3K
57,105
+31%
减持
MSM
MSC INDL DIRECT INC CL A
-$429.5K
6,195
-40%
清仓
KSS
KOHLS CORP
-$427.6K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
-$426.0K
79,849
+0%
减持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
-$422.6K
52,825
-11%
减持
REGN
REGENERON PHARMACEUTICALS INC
-$421.2K
728
-19%
建仓
VOO
VANGUARD S&P 500 ETF
+$420.2K
780
增持
WFC
WELLS FARGO CO NEW COM
+$413.3K
16,100
+27%
减持
ELV
ELEVANCE HEALTH INC COM
-$409.3K
761
-43%
减持
ADBE
ADOBE SYS INC
-$394.1K
1,517
-27%
减持
LLY
ELI LILLY & CO COM
-$391.5K
2,954
-2%
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$390.2K
357,410
-5%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$389.7K
28,831
-20%
减持
PEP
PEPSICO INC COM
-$388.9K
7,985
-15%
增持
UNH
UNITEDHEALTH GROUP
-$383.9K
5,597
+2%
增持
CME
CHICAGO MERCANTILE HLDGS INC
+$371.6K
6,603
+25%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$366.7K
3,318
清仓
GSK
GSK PLC SPONSORED ADR
-$355.1K
0
-100%
增持
SHOP
SHOPIFY INC CL A
+$353.4K
11,200
+7%
增持
WMT
WALMART INC COM
+$348.3K
26,263
+5%
增持
SPY
SPDR S&P 500 ETF TRUST
+$347.8K
2,819
+24%
增持
KO
COCA COLA CO COM
-$346.9K
37,014
+0%
增持
SONY
SONY GROUP CORP SPONSORED ADR
+$346.0K
44,449
+622%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$339.9K
5,002
-13%
减持
CTAS
CINTAS CORP
-$337.0K
7,336
-10%
清仓
VO
VANGUARD MID CAP
-$329.8K
0
-100%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$324.8K
0
-100%
建仓
—
UBS AG NEW F
+$322.0K
10,619
建仓
EMR
EMERSON ELEC CO COM
+$313.5K
2,530
减持
—
ASTRAZENECA PLC- SPONS ADR
-$301.1K
7,073
-28%
清仓
BCE
BCE INC COM NEW
-$296.9K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$295.4K
3,198
减持
GD
GENERAL DYNAMICS CORP COM
-$294.7K
4,429
-8%
建仓
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$290.3K
5,216
增持
DIS
DISNEY WALT CO COM
+$288.1K
13,036
+8%
减持
HII
HUNTINGTON INGALLS INDS INC COM
-$286.6K
2,315
-15%
减持
DVN
DEVON ENERGY CORP
-$282.2K
11,429
-32%
清仓
TD
TORONTO DOMINION BANK
-$278.5K
0
-100%
清仓
—
ARISTA NETWORKS INC COM
-$276.4K
0
-100%
减持
—
TOTAL SA ADR
-$276.1K
12,388
-16%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$273.6K
26,701
+18%
增持
CSCO
CISCO SYS INC
+$268.6K
37,842
+2%
清仓
TGT
TARGET CORP COM
-$268.5K
0
-100%
增持
NOW
SERVICE NOW INC
+$257.2K
980
+12%
减持
VZ
VERIZON COMMUNICATIONS
-$256.7K
38,055
-4%
增持
AAL
AMERICAN AIRLS GROUP INC COM
+$256.5K
40,591
+1%
减持
UNP
UNION PAC CORP COM
-$254.7K
7,118
-7%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$250.5K
0
-100%
减持
FITB
FIFTH THIRD BANCORP
-$250.3K
77,077
-6%
清仓
HCA
HCA INC
-$245.5K
0
-100%
增持
TM
TOYOTA MOTOR CORP ADS
+$240.3K
5,157
+21%
增持
BAC
BANK AMERICA CORP COM
+$237.8K
39,285
+5%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC COM
-$235.9K
4,108
-42%
清仓
ED
CONSOLIDATED EDISON INC COM
-$235.3K
0
-100%
减持
TXN
TEXAS INSTRS INC COM
-$235.2K
9,299
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$234.6K
2,128
-2%
清仓
LEG
LEGGETT & PLATT INC COM
-$233.6K
0
-100%
增持
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
+$233.5K
673,433
+12%
清仓
URI
UNITED RENTALS INC
-$229.2K
0
-100%
增持
SAP
SAP AKTIENGESELLSCHAFT ADR
+$226.1K
2,924
+36%
增持
ABT
ABBOTT LABS COM
+$226.0K
9,543
+27%
建仓
CAH
CARDINAL HEALTH INC
+$222.4K
1,881
清仓
SNY
SANOFI SA
-$221.2K
0
-100%
建仓
CMI
CUMMINS INC COM
+$218.6K
627
清仓
CPB
CAMPBELL SOUP CO COM
-$218.1K
0
-100%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$218.1K
293,820
+4%
建仓
WMB
WILLIAMS COS INC COM
+$217.8K
4,024
减持
CMCSA
COMCAST CORP NEW CL A
-$217.4K
44,755
-1%
清仓
CARR
CARRIER GLOBAL CORPORATION COM
-$216.5K
0
-100%
建仓
BDX
BECTON DICKINSON & CO COM
+$215.5K
950
清仓
MET
METLIFE INC COM
-$214.6K
0
-100%
减持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$213.2K
111,262
-4%
清仓
—
CBS CORP CL B
-$212.4K
0
-100%
清仓
SLV
ISHARES SILVER TRUST ETF
-$210.6K
0
-100%
清仓
—
ALCON AG ORD SHS
-$209.8K
0
-100%
增持
SCHW
CHARLES SCHWAB CORP
+$208.9K
6,638
+52%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$207.3K
15,646
+3%
清仓
VUG
VANGUARD GROWTH ETF
-$206.9K
0
-100%
清仓
CAG
CONAGRA BRANDS INC COM
-$205.9K
0
-100%
建仓
SYF
SYNCHRONY FINANCIAL COM
+$205.7K
3,164
清仓
DVA
DAVITA INC COM
-$205.6K
0
-100%
建仓
CTVA
CORTEVA INC COM
+$205.1K
3,601
清仓
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
-$202.7K
0
-100%
建仓
HP
HELMERICH & PAYNE INC COM
+$200.9K
6,275
减持
EMN
EASTMAN CHEMICAL CO
-$196.5K
6,579
-8%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$190.5K
12,568
+25%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$189.5K
872
-41%
增持
GS
GOLDMAN SACHS GROUP INC
+$189.1K
1,591
+9%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$187.8K
2,325
+11%
减持
MPC
MARATHON PETE CORP
-$186.8K
3,554
-15%
增持
UPS
UNITED PARCEL SERVICE INC
+$184.6K
11,046
+25%
增持
T
AT&T INC COM
+$180.9K
30,032
+31%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$180.7K
8,707
-2%
增持
BX
BLACKSTONE GROUP LP
+$176.1K
2,263
+62%
增持
MS
MORGAN STANLEY
+$176.0K
6,358
+6%
减持
DHR
DANAHER CORP
-$174.0K
2,523
-7%
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$172.1K
9,436
-23%
减持
PSX
PHILLIPS 66
-$170.9K
6,467
-6%
清仓
—
SPIRIT AIRLINES INC
-$166.8K
0
-100%
增持
GEV
GE VERNOVA INC COM
+$166.8K
2,055
+3%
增持
AXP
AMERICAN EXPRESS CO COM
+$165.3K
3,084
+12%
增持
CVX
CHEVRON CORP NEW COM
+$164.2K
13,437
+11%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$161.7K
2,861
-34%
增持
ENB
ENBRIDGE INC COM
+$159.7K
14,357
+30%
减持
IVV
ISHARES S&P 500 INDEX
-$159.1K
5,531
-7%
增持
PM
PHILIP MORRIS INTL INC
+$157.7K
8,832
+18%
