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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 47
减持 36
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$6.5M
110,990
+9%
增持
MSFT
MICROSOFT
+$4.7M
35,208
+3%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$4.5M
820,492
+2%
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。
增持
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
+$3.2M
877,208
+2%
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$3.0M
354,204
-0%
减持
XC
WISDOMTREE TRUE EMERGING MARKETS FUND
+$2.9M
638,635
-0%
建仓
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$2.7M
41,250
减持
AAPL
APPLE INC
-$2.6M
76,788
-7%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$2.1M
16,642
+12%
增持
AMZN
AMAZON.COM INC
+$2.1M
43,288
+11%
增持
GOOGL
GOOGLE INC
+$2.0M
35,262
+28%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$2.0M
198,558
-3%
减持
UNH
UNITEDHEALTH GROUP
-$2.0M
3,273
-42%
减持
META
META PLATFORMS INC CL A
+$1.8M
11,246
-0%
减持
NFLX
NETFLIX COM INC
+$1.7M
4,141
-1%
减持
PG
PROCTER AND GAMBLE CO COM
-$1.6M
75,672
-5%
清仓
NVS
NOVARTIS AG ADR
-$1.5M
0
-100%
减持
ORCL
ORACLE CORPORATION
+$1.5M
19,112
-0%
增持
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
+$1.4M
340,762
+3%
增持
TSLA
TESLA MOTORS INC
+$1.4M
17,215
+9%
清仓
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$1.4M
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$1.3M
62,523
+61%
增持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$1.3M
222,048
+2%
清仓
NVO
NOVO-NORDISK A/S ADR ADR CMN
-$1.3M
0
-100%
增持
C
CITIGROUP INC
+$1.2M
18,740
+264%
增持
SCHW
CHARLES SCHWAB CORP
+$1.1M
18,624
+155%
减持
AMGN
AMGEN INC
-$1.1M
3,321
-50%
清仓
SHEL
ROYAL DUTCH SHELL PLC-ADR
-$1.1M
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$1.1M
8,731
-38%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$1.1M
7,807
+145%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.1M
12,939
-29%
减持
MMM
3M CO COM
-$1.0M
2,503
-74%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$989.7K
0
-100%
清仓
HSBC
HSBC HOLDINGS PLC SPONS ADR
-$981.1K
0
-100%
清仓
—
UNILEVER PLC SPON ADR NEW
-$971.0K
0
-100%
减持
ETR
ENTERGY CORP NEW COM
-$966.4K
4,284
-72%
减持
—
EXXON MOBIL CORP COM
-$952.2K
23,286
-20%
建仓
GM
GENERAL MOTORS CORP
+$919.1K
18,677
清仓
SONY
SONY GROUP CORP SPONSORED ADR
-$917.4K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS
-$907.8K
20,136
-49%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$904.0K
6,547
+280%
建仓
—
WILLIS TOWERS WATSON PLC LTD SHS
+$903.4K
2,948
增持
MRK
MERCK & CO INC
+$894.0K
20,602
+151%
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$892.6K
10,428
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$871.2K
0
-100%
清仓
—
ASTRAZENECA PLC- SPONS ADR
-$862.6K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$854.7K
16,347
+180%
清仓
O
REALTY INCOME CORP COM
-$853.8K
0
-100%
增持
VTI
VANGUARD TOTAL STK MKT
+$850.9K
16,634
+9%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$847.4K
46,297
+2%
清仓
SAP
SAP AKTIENGESELLSCHAFT ADR
-$844.2K
0
-100%
减持
CFR
CULLEN FROST BANKERS INC COM
-$835.7K
1,640
-80%
清仓
TM
TOYOTA MOTOR CORP ADS
-$834.0K
0
-100%
增持
WFC
WELLS FARGO CO NEW COM
+$823.6K
26,680
+46%
减持
CME
CHICAGO MERCANTILE HLDGS INC
-$820.7K
3,258
-50%
增持
HLMN
HILLMAN SOLUTIONS CORP COM
+$814.0K
252,500
+124%
清仓
—
TOTAL SA ADR
-$811.0K
0
-100%
建仓
NDAQ
NASDAQ STK MKT INC
+$797.4K
8,917
清仓
BP
BP PLC SPONSORED ADR
-$795.4K
0
-100%
建仓
EFX
EQUIFAX INC COM
+$794.8K
3,064
清仓
BKH
BLACK HILLS CORP COM
-$794.0K
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$791.5K
1,936
建仓
ABNB
AIRBNB INC COM CL A
+$781.2K
5,903
建仓
FCNCA
FIRST CTZNS BANCSHARES INC DEL CL A
+$743.5K
380
建仓
—
TE CONNECTIVITY LTD
+$734.1K
4,353
建仓
STT
STATE STR CORP COM
+$733.7K
6,900
建仓
ALLY
ALLY FINL INC COM
+$733.0K
18,820
增持
XCEM
COLUMBIA EM CORE EX-CHINA ETF
+$731.3K
34,455
+128%
增持
NKE
NIKE INC CLASS B
+$722.8K
23,585
+57%
建仓
CNC
CENTENE CORP DEL
+$721.8K
13,298
建仓
DAL
DELTA AIR LINES INC DEL CMN
+$716.1K
14,560
清仓
PAYX
PAYCHEX INC
-$712.6K
0
-100%
减持
—
MEDTRONIC PLC SHS
-$692.7K
6,250
-55%
增持
GOOG
ALPHABET INC CAP STK CL C
+$691.9K
26,024
+4%
建仓
KDP
KEURIG DR PEPPER INC COM
+$683.9K
20,687
清仓
—
UNITED STATES STL CORP
-$681.7K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$672.7K
0
-100%
减持
UNP
UNION PAC CORP COM
-$662.1K
4,972
-35%
减持
UPS
UNITED PARCEL SERVICE INC
-$652.3K
5,339
-51%
增持
OCC
OPTICAL CABLE CORP COM NEW
+$641.5K
331,471
+188%
增持
MPC
MARATHON PETE CORP
+$639.8K
7,002
+95%
减持
JPM
JPMORGAN CHASE & CO. COM
+$627.2K
34,280
-10%
增持
IVV
ISHARES S&P 500 INDEX
+$625.2K
6,020
+9%
减持
TXN
TEXAS INSTRS INC COM
-$611.9K
5,946
-42%
建仓
IQV
IQVIA HLDGS INC COM
+$608.5K
3,861
清仓
RIO
RIO TINTO PLC SPON ADR
-$594.3K
0
-100%
清仓
TROW
T ROWE PRICE GROUP INC
-$591.1K
0
-100%
清仓
BTI
BRITISH AMERICAN TOBACCO
-$589.1K
0
-100%
增持
DE
DEERE & CO COM
+$587.4K
2,752
+59%
建仓
THO
THOR INDS INC
+$582.4K
6,558
减持
GD
GENERAL DYNAMICS CORP COM
-$581.3K
2,234
-51%
增持
CBRE
CBRE GROUP INC A
+$579.8K
5,664
+246%
清仓
EMN
EASTMAN CHEMICAL CO
-$566.1K
0
-100%
减持
CSCO
CISCO SYS INC
-$561.5K
25,947
-32%
建仓
GPN
GLOBAL PAYMENTS INC
+$559.1K
6,985
减持
PEP
PEPSICO INC COM
-$552.4K
5,181
-37%
增持
WBD
DISCOVERY HLDG CO
+$551.4K
57,710
+463%
增持
S
SENTINELONE INC CL A
+$550.4K
50,000
+150%
减持
TFC
TRUIST FINL CORP COM
-$544.8K
22,522
-39%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$534.6K
27,869
-17%
清仓
HRL
HORMEL FOODS CORP COM
-$523.7K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$521.6K
9,052
+150%
增持
ELV
ELEVANCE HEALTH INC COM
+$520.1K
2,273
+172%
增持
CRM
SALESFORCE COM
+$519.4K
8,263
+28%
清仓
CLX
CLOROX CO DEL COM
-$515.3K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$511.5K
16,696
-20%
增持
CTVA
CORTEVA INC COM
+$507.7K
9,988
+166%
清仓
PLD
PROLOGIS SHARE BENEFICIAL INT
-$495.3K
0
-100%
清仓
HII
HUNTINGTON INGALLS INDS INC COM
-$492.7K
0
-100%
清仓
ING
ING GROEP NV ADR
-$489.5K
0
-100%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$488.1K
9,653
+243%
建仓
CG
CARLYLE GROUP INC COM
+$484.5K
9,427
增持
BA
BOEING CO COM
+$484.3K
10,303
+5%
清仓
INGR
INGREDION INC COM
-$477.4K
0
-100%
减持
HD
HOME DEPOT
-$476.8K
6,416
-17%
增持
GEV
GE VERNOVA INC COM
+$475.7K
2,114
+0%
清仓
MSM
MSC INDL DIRECT INC CL A
-$471.3K
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
-$463.2K
1,799
-61%
减持
SNA
SNAP ON INC COM
-$460.2K
4,865
-17%
增持
GE
GE AEROSPACE COM NEW
+$456.8K
7,287
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$456.7K
1,641
-27%
清仓
WELL
HEALTH CARE REIT INC
-$454.6K
0
-100%
增持
DOW
DOW INC COM
+$452.1K
34,415
+162%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$446.2K
565,023
+2%
清仓
RHI
ROBERT HALF INC. COM
-$433.8K
0
-100%
建仓
APA
APA CORPORATION COM
+$420.2K
22,975
清仓
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$416.4K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$415.8K
806
-54%
清仓
SWK
STANLEY BLACK & DECKER INC COM
-$414.2K
0
-100%
减持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
-$409.1K
2,392
-62%
增持
FISV
FISERV INC
+$406.7K
5,224
+134%
清仓
DVN
DEVON ENERGY CORP
-$406.6K
0
-100%
增持
IBM
INTL BUSINESS MACHINES
+$406.4K
8,120
+2%
清仓
RELX
RELX PLC SPONSORED ADR
-$402.3K
0
-100%
清仓
EFG
ISHARES MSCI EAFE GROWTH INDEX ETF
-$399.9K
0
-100%
增持
—
EATON CORP PLC SHS
+$397.9K
3,051
+20%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$397.7K
0
-100%
清仓
SPG
SIMON PROPERTY GROUP INC
-$388.2K
0
-100%
减持
PFE
PFIZER INC COM
-$388.0K
30,718
-31%
建仓
TGT
TARGET CORP COM
+$387.3K
3,926
增持
EOG
EOG RESOURCES INC
+$386.8K
7,695
+85%
增持
DIS
DISNEY WALT CO COM
+$383.9K
13,445
+3%
建仓
CCJ
CAMECO CORP F
+$381.9K
5,145
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$378.2K
3,085
建仓
RH
RH COM
+$378.0K
2,000
建仓
FBIN
FORTUNE BRANDS INNOVATIONS INC COM
+$376.1K
7,306
清仓
ALSN
ALLISON TRANSMISSION HLDGS INC COM
-$371.3K
0
-100%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED
-$366.3K
0
-100%
建仓
MAS
MASCO CORP COM
+$364.8K
5,668
增持
INTU
INTUIT INC
+$363.2K
1,466
+14%
