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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 32
增持 55
减持 46
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
+$7.8M
859,866
+28%
清仓
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$4.2M
0
-100%
减持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
-$3.7M
6,132
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。
-94%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$3.5M
33,639
-55%
减持
TSLA
TESLA MOTORS INC
-$3.0M
15,779
-10%
减持
NVDA
NVIDIA CORP
-$2.7M
101,845
-0%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$2.2M
203,683
-3%
减持
MSFT
MICROSOFT
-$2.0M
34,238
-3%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$2.0M
552,163
+14%
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
-$2.0M
355,696
-0%
增持
AAPL
APPLE INC
-$1.7M
82,543
+3%
减持
AVGO
AVAGO TECHNOLOGIES LTD
-$1.1M
14,893
-4%
减持
GOOGL
GOOGLE INC
-$1.0M
27,444
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$962.8K
25,120
-2%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$908.3K
45,352
-8%
增持
AMZN
AMAZON.COM INC
-$897.4K
38,964
+3%
增持
JNJ
JOHNSON & JOHNSON COM
+$728.2K
18,294
+15%
增持
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
-$718.9K
329,520
+2%
清仓
AAL
AMERICAN AIRLS GROUP INC COM
-$707.5K
0
-100%
建仓
—
UNITED STATES STL CORP
+$681.7K
16,132
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$668.6K
803,661
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$650.0K
6,779
+4%
建仓
EXAS
EXACT SCIENCES CORP COM
+$616.7K
14,245
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$588.2K
6,589
+97%
清仓
SWKS
SKYWORKS SOLUTIONS INC COM
-$566.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$520.9K
7,149
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$508.5K
304,871
+4%
增持
V
VISA INC
+$501.9K
13,585
+1%
增持
—
EXXON MOBIL CORP COM
+$483.4K
29,113
+5%
增持
ORCL
ORACLE CORPORATION
-$478.0K
19,180
+1%
减持
FITB
FIFTH THIRD BANCORP
-$473.0K
71,066
-8%
增持
VRTX
VERTEX PHARMACEUTICALS IN
+$468.5K
3,086
+21%
建仓
DOW
DOW INC COM
+$459.2K
13,149
减持
CRM
SALESFORCE COM
-$457.7K
6,461
-1%
减持
MRK
MERCK & CO INC
-$453.1K
8,210
-31%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$425.6K
40,791
+23%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$418.7K
41,095
+25%
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$415.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$412.2K
9,293
+5%
增持
CVX
CHEVRON CORP NEW COM
+$409.8K
14,083
+5%
增持
—
ASTRAZENECA PLC- SPONS ADR
+$399.2K
11,736
+66%
增持
ABBV
ABBVIE INC COM
+$397.9K
9,878
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$388.7K
20,906
+15%
增持
VTI
VANGUARD TOTAL STK MKT
+$388.0K
15,298
+16%
减持
RHI
ROBERT HALF INC. COM
-$374.8K
7,952
-31%
建仓
S
SENTINELONE INC CL A
+$363.6K
20,000
减持
KO
COCA COLA CO COM
-$358.1K
27,176
-27%
增持
IBM
INTL BUSINESS MACHINES
+$349.8K
7,992
+7%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$349.2K
8,255
-5%
减持
AMGN
AMGEN INC
+$334.6K
6,593
-0%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$328.0K
187,094
-3%
减持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
-$319.2K
217,300
-0%
增持
T
AT&T INC COM
+$316.3K
35,364
+18%
清仓
ILMN
ILLUMINA INC
-$312.0K
0
-100%
清仓
—
SMURFIT WESTROCK PLC SHS
-$310.4K
0
-100%
减持
NOW
SERVICE NOW INC
-$304.1K
923
-6%
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$303.1K
3,614
增持
ABT
ABBOTT LABS COM
+$291.8K
10,337
+8%
减持
RGA
REINSURANCE GRP OF AMERICA INC COM NEW
-$290.5K
2,731
-30%
增持
SHEL
ROYAL DUTCH SHELL PLC-ADR
+$286.8K
15,142
+15%
建仓
SNY
SANOFI SA
+$285.3K
5,144
增持
GE
GE AEROSPACE COM NEW
+$283.7K
7,088
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$280.8K
59,247
+4%
建仓
GSK
GSK PLC SPONSORED ADR
+$273.8K
7,067
减持
EFG
ISHARES MSCI EAFE GROWTH INDEX ETF
-$273.1K
3,999
-42%
减持
BA
BOEING CO COM
-$267.2K
9,818
-11%
清仓
CCJ
CAMECO CORP F
-$265.9K
0
-100%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$261.5K
5,121
建仓
CVS
CVS HEALTH CORP COM
+$260.4K
3,843
减持
OCC
OPTICAL CABLE CORP COM NEW
-$260.1K
115,196
-28%
建仓
B
BARRICK GOLD CORP F
+$258.4K
13,294
增持
VZ
VERIZON COMMUNICATIONS
+$257.3K
39,221
+3%
增持
QCOM
QUALCOMM INC COM
+$257.1K
7,949
+27%
建仓
SLV
ISHARES SILVER TRUST ETF
+$255.5K
8,246
增持
MCD
MCDONALDS CORP COM
+$253.5K
5,433
+9%
建仓
CLF
CLEVELAND-CLIFFS INC NEW COM
+$249.6K
30,365
建仓
ROP
ROPER TECHNOLOGIES INC COM
+$248.7K
422
增持
PG
PROCTER AND GAMBLE CO COM
+$243.4K
79,980
+0%
建仓
ED
CONSOLIDATED EDISON INC COM
+$242.1K
2,189
建仓
VOE
VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF
+$240.0K
1,495
建仓
—
NXP SEMICONDUCTORS NV COM
+$239.5K
1,260
清仓
MCHP
MICROCHIP TECHNOLOGY INC
-$239.5K
0
-100%
清仓
ROST
ROSS STORES INC
-$239.2K
0
-100%
建仓
—
ALCON AG ORD SHS
+$234.9K
2,474
清仓
SRE
SEMPRA ENERGY
-$231.5K
0
-100%
清仓
EFAV
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD
-$231.0K
0
-100%
建仓
BMO
BANK OF MONTREAL
+$227.9K
2,386
减持
DHR
DANAHER CORP
-$226.8K
1,720
-32%
增持
LLY
ELI LILLY & CO COM
+$226.2K
3,035
+3%
建仓
EQT
EQT CORP COM
+$226.1K
4,232
清仓
CEG
CONSTELLATION ENERGY CORP COM
-$225.7K
0
-100%
建仓
VO
VANGUARD MID CAP
+$225.5K
872
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$223.9K
2,049
增持
MMM
3M CO COM
+$223.6K
9,661
+4%
增持
GLD
SPDR GOLD ETF
+$222.3K
2,934
+14%
增持
IDHQ
INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF
+$220.3K
40,775
+15%
建仓
DFSB
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
+$220.1K
4,274
建仓
NTES
NETEASE.COM INC SPONSORED ADR
+$216.1K
2,100
建仓
BKR
BAKER HUGHES INC
+$215.6K
4,905
建仓
CBRE
CBRE GROUP INC A
+$213.8K
1,635
建仓
CNI
CANADIAN NATL RY CO COM
+$213.7K
2,193
减持
TFC
TRUIST FINL CORP COM
-$210.8K
36,769
-7%
建仓
TD
TORONTO DOMINION BANK
+$209.9K
3,502
清仓
ZTS
ZOETIS INC CL A
-$208.9K
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL COM
-$205.7K
0
-100%
建仓
RSG
REPUBLIC SERVICES INC
+$205.4K
848
清仓
VB
VANGUARD SMALL CAP ETF
-$205.0K
0
-100%
减持
USB
US BANCORP DEL COM NEW
-$204.9K
31,510
-2%
建仓
KSS
KOHLS CORP
+$204.7K
25,021
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$202.3K
1,635
减持
UPS
UNITED PARCEL SERVICE INC
-$201.7K
10,830
-2%
清仓
HP
HELMERICH & PAYNE INC COM
-$200.9K
0
-100%
减持
TROW
T ROWE PRICE GROUP INC
-$200.7K
6,435
-8%
减持
WMT
WALMART INC COM
-$197.1K
24,783
-6%
增持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$190.7K
37,191
+11%
减持
HD
HOME DEPOT
-$190.4K
7,720
-1%
减持
—
ACCENTURE LTD BERMUDA CL A
-$188.3K
3,887
-2%
减持
CME
CHICAGO MERCANTILE HLDGS INC
+$185.4K
6,479
-2%
增持
NFLX
NETFLIX COM INC
+$185.2K
4,169
+0%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$183.7K
16,121
+3%
增持
WFC
WELLS FARGO CO NEW COM
+$183.2K
18,304
+14%
增持
UNP
UNION PAC CORP COM
+$182.8K
7,645
+7%
减持
PGR
PROGRESSIVE CORP COM
+$179.3K
5,069
-3%
增持
—
MEDTRONIC PLC SHS
+$176.5K
13,772
+4%
减持
NVS
NOVARTIS AG ADR
+$170.8K
13,509
-2%
减持
TM
TOYOTA MOTOR CORP ADS
-$169.7K
4,724
-8%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$168.7K
1,494
+26%
减持
DIS
DISNEY WALT CO COM
-$168.2K
13,003
-0%
增持
INTC
INTEL CORP COM
+$167.3K
39,674
+8%
减持
COP
CONOCOPHILLIPS COM
-$163.8K
5,830
-26%
减持
WHR
WHIRLPOOL CORP COM
-$163.1K
5,111
-6%
增持
RTX
RTX CORPORATION COM
+$161.8K
8,141
+3%
增持
ENB
ENBRIDGE INC COM
+$161.4K
17,391
+21%
增持
—
HESS CORP COM
+$160.9K
5,720
+1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$158.1K
37,958
-1%
建仓
BCS
BARCLAYS PLC ADR
+$156.0K
10,159
减持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
-$155.7K
49,989
-5%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$154.5K
10,854
-3%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$152.4K
507
+5%
减持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$149.5K
106,921
-4%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$148.8K
29,222
+9%
增持
SBUX
STARBUCKS CORP
+$146.5K
12,366
+6%
增持
BP
BP PLC SPONSORED ADR
+$145.0K
23,540
+7%
清仓
PBR
PETROLEO BRASILEIRO SA PETROBRAS
-$144.1K
0
-100%
增持
IVV
ISHARES S&P 500 INDEX
-$143.8K
5,539
+0%
增持
—
EATON CORP PLC SHS
-$142.7K
2,543
+1%
增持
UNH
UNITEDHEALTH GROUP
+$141.5K
5,676
+1%
减持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
-$139.3K
37,547
-20%
增持
META
META PLATFORMS INC CL A
+$137.7K
11,282
+4%
减持
BX
BLACKSTONE GROUP LP
-$137.3K
1,809
-20%
