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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 67
增持 45
减持 27
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.0M
81,376
+6%
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$4.1M
818,458
-0%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$4.0M
709,267
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。
+26%
减持
JMUB
JPMORGAN MUNICIPAL ETF
-$3.8M
226,184
-26%
建仓
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$3.7M
149,803
增持
NVDA
NVIDIA CORP
+$3.3M
111,512
+0%
清仓
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-$2.7M
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$2.7M
9,507
减持
GOOGL
GOOGLE INC
+$2.0M
33,884
-4%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$2.0M
74,025
+114%
增持
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
+$2.0M
361,433
+6%
建仓
NVS
NOVARTIS AG ADR
+$1.9M
15,061
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.7M
25,763
-1%
建仓
QQQ
POWERSHARES QQQ TR
+$1.6M
2,590
减持
TSLA
TESLA MOTORS INC
+$1.6M
15,790
-8%
清仓
FBND
FIDELITY TOTAL BOND ETF
-$1.6M
0
-100%
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$1.4M
1,470
建仓
HSBC
HSBC HOLDINGS PLC SPONS ADR
+$1.3M
18,757
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$1.3M
346,961
-2%
减持
ORCL
ORACLE CORPORATION
+$1.2M
19,086
-0%
增持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$1.2M
223,859
+1%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$1.1M
17,335
+4%
减持
OCC
OPTICAL CABLE CORP COM NEW
+$1.1M
256,534
-23%
建仓
SHEL
ROYAL DUTCH SHELL PLC-ADR
+$1.1M
15,494
建仓
SONY
SONY GROUP CORP SPONSORED ADR
+$1.1M
37,772
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.1M
4,122
+53%
增持
CVX
CHEVRON CORP NEW COM
+$1.1M
14,904
+71%
增持
MSFT
MICROSOFT
+$1.1M
35,858
+2%
建仓
—
ASTRAZENECA PLC- SPONS ADR
+$1.1M
13,809
减持
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
+$1.0M
864,934
-1%
建仓
TM
TOYOTA MOTOR CORP ADS
+$1.0M
5,268
减持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
-$988.6K
27,186
-42%
建仓
SAP
SAP AKTIENGESELLSCHAFT ADR
+$968.9K
3,626
建仓
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$918.8K
16,558
减持
IBM
INTL BUSINESS MACHINES
-$888.8K
5,333
-34%
建仓
—
UNILEVER PLC SPON ADR NEW
+$882.6K
14,888
减持
JPM
JPMORGAN CHASE & CO. COM
+$860.6K
34,235
-0%
建仓
BTI
BRITISH AMERICAN TOBACCO
+$851.9K
16,050
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$814.5K
4,557
建仓
RIO
RIO TINTO PLC SPON ADR
+$809.4K
12,261
清仓
—
HESS CORP COM
-$797.0K
0
-100%
建仓
BP
BP PLC SPONSORED ADR
+$793.4K
23,025
清仓
EXAS
EXACT SCIENCES CORP COM
-$757.0K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$721.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$715.9K
14,520
+12%
建仓
WELL
HEALTH CARE REIT INC
+$710.4K
3,988
减持
NFLX
NETFLIX COM INC
-$672.9K
4,064
-2%
建仓
TRGP
TARGA RES CORP COM
+$666.8K
3,980
减持
PG
PROCTER AND GAMBLE CO COM
-$602.3K
74,544
-1%
建仓
BHP
BHP GROUP LTD SPONSORED ADS
+$601.8K
10,794
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$591.9K
188,158
-5%
减持
—
ACCENTURE LTD BERMUDA CL A
-$587.4K
1,963
-45%
减持
PGR
PROGRESSIVE CORP COM
-$577.2K
3,296
-37%
建仓
—
TOTAL SA ADR
+$562.9K
9,431
建仓
PLD
PROLOGIS SHARE BENEFICIAL INT
+$542.1K
4,733
建仓
ING
ING GROEP NV ADR
+$533.1K
20,442
建仓
SPG
SIMON PROPERTY GROUP INC
+$526.7K
2,807
清仓
AFG
AMERICAN FINL GROUP INC O
-$518.1K
0
-100%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED
+$511.4K
32,083
建仓
NGG
NATIONAL GRID TRANSCO PLC
+$491.2K
6,760
增持
XEL
XCEL ENERGY INC COM
+$483.3K
11,337
+79%
增持
UNP
UNION PAC CORP COM
+$481.1K
6,875
+38%
增持
C
CITIGROUP INC
+$478.3K
20,428
+9%
建仓
SAN
BANCO SANTANDER CENT HISP
+$469.8K
44,826
减持
WBD
DISCOVERY HLDG CO
+$452.8K
57,050
-1%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$452.7K
2,091
-18%
增持
MRK
MERCK & CO INC
+$439.9K
24,672
+20%
增持
GE
GE AEROSPACE COM NEW
+$438.1K
7,691
+6%
增持
WMT
WALMART INC COM
+$436.9K
28,407
+12%
减持
CMCSA
COMCAST CORP NEW CL A
-$426.8K
34,742
-18%
减持
ABBV
ABBVIE INC COM
+$424.8K
9,427
-0%
建仓
BBVA
BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49
+$419.3K
21,780
增持
CAT
CATERPILLAR INC COM
+$419.1K
2,700
+21%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$418.4K
11,191
+4%
增持
MU
MICRON TECHNOLOGY
+$410.5K
5,929
+26%
增持
PEP
PEPSICO INC COM
+$401.9K
7,733
+49%
建仓
NEM
NEWMONT CORP COM
+$397.6K
4,716
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$394.4K
7,531
+30%
增持
PSX
PHILLIPS 66
+$391.6K
10,772
+20%
增持
GLD
SPDR GOLD ETF
+$389.2K
3,785
+21%
增持
BAC
BANK AMERICA CORP COM
+$385.9K
64,827
+4%
建仓
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$384.2K
5,304
建仓
RELX
RELX PLC SPONSORED ADR
+$382.3K
8,005
建仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$377.6K
7,646
建仓
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$377.6K
10,658
建仓
LULU
LULULEMON ATHLETICA INC
+$365.5K
2,054
减持
V
VISA INC
-$355.8K
13,202
-4%
增持
GM
GENERAL MOTORS CORP
+$355.0K
20,898
+12%
建仓
BCS
BARCLAYS PLC ADR
+$348.2K
16,847
建仓
KMI
KINDER MORGAN INC
+$342.5K
12,098
建仓
—
SEAGATE TECHNOLOGY
+$341.8K
1,448
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$330.4K
46,117
+10%
增持
TJX
TJX COS INC NEW COM
+$326.3K
9,994
+10%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$322.6K
16,594
+3%
建仓
NTES
NETEASE.COM INC SPONSORED ADR
+$322.4K
2,121
建仓
EQIX
EQUINIX INC COM
+$321.4K
410
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$321.4K
14,239
-15%
建仓
DLR
DIGITAL REALTY TRUST INC
+$320.2K
1,852
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$309.3K
13,238
+55%
建仓
VRSN
VERISIGN INC
+$305.0K
1,091
建仓
GSK
GSK PLC SPONSORED ADR
+$302.3K
7,004
清仓
CNI
CANADIAN NATL RY CO COM
-$300.6K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$298.8K
6,670
+9%
建仓
DEO
DIAGEO PLC
+$298.4K
3,127
增持
IQV
IQVIA HLDGS INC COM
+$296.0K
4,762
+23%
建仓
FINX
GLOBAL X FINTECH ETF
+$295.4K
8,813
清仓
MGA
MAGNA INTL INC CL A
-$293.8K
0
-100%
建仓
SNY
SANOFI SA
+$289.9K
6,143
增持
AMZN
AMAZON.COM INC
+$288.5K
44,566
+3%
建仓
CCI
CROWN CASTLE INTL CORP
+$286.6K
2,970
增持
HD
HOME DEPOT
+$283.8K
6,506
+1%
建仓
—
SYNOVUS FINL CORP
+$283.4K
5,774
增持
COP
CONOCOPHILLIPS COM
+$282.9K
18,500
+13%
建仓
—
STERIS PLC SHS USD
+$282.2K
1,141
建仓
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
+$280.9K
5,076
增持
RWJ
INVESCO S&P SMALLCAP 600 REVENUE ETF
+$279.6K
31,976
+9%
建仓
FCX
FREEPORT MCMORAN COPPER
+$278.4K
7,098
建仓
O
REALTY INCOME CORP COM
+$277.8K
4,569
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$275.7K
31,048
+11%
减持
VTI
VANGUARD TOTAL STK MKT
+$273.3K
16,238
-2%
清仓
LBRDK
LIBERTY BROADBAND CORP COM SER C
-$273.0K
0
-100%
增持
GEV
GE VERNOVA INC COM
+$272.3K
2,262
+7%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$266.7K
24,693
-11%
建仓
SMFG
SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
+$266.4K
15,912
建仓
PKG
PACKAGING CORP OF AMERICA
+$264.8K
1,215
建仓
CINF
CINCINNATI FINL CORP COM
+$263.4K
1,666
减持
DE
DEERE & CO COM
-$262.6K
2,486
-10%
建仓
AMT
AMERICAN TOWER CORP
+$261.7K
1,361
增持
MPC
MARATHON PETE CORP
+$259.7K
7,383
+5%
建仓
TTD
THE TRADE DESK INC COM CL A
+$258.8K
5,281
建仓
TCOM
CTRIP.COM INTL LTD AMERICAN DEP SHS
+$256.7K
3,414
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$255.4K
5,716
清仓
CL
COLGATE PALMOLIVE CO COM
-$249.9K
0
-100%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
+$242.0K
21,822
减持
IVV
ISHARES S&P 500 INDEX
+$241.3K
5,945
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$237.9K
7,036
+4%
建仓
RHI
ROBERT HALF INC. COM
+$237.6K
6,993
增持
DAL
DELTA AIR LINES INC DEL CMN
+$236.8K
16,791
+15%
增持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$236.0K
2,019
+4%
建仓
WCN
WASTE CONNECTIONS INC
+$231.0K
1,314
建仓
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
+$230.9K
1,036
建仓
BKH
BLACK HILLS CORP COM
+$228.6K
3,711
增持
—
WILLIS TOWERS WATSON PLC LTD SHS
+$228.5K
3,277
+11%
增持
AEM
AGNICO EAGLE MINES LTD COM
+$228.4K
3,903
+8%
建仓
GLW
CORNING INC COM
+$227.1K
2,768
清仓
—
ALCON AG ORD SHS
-$225.0K
0
-100%
建仓
NWG
ROYAL BANK OF SCOTLAND
+$225.0K
15,899
建仓
BNS
BANK OF NOVA SCOTIA CMN
+$224.2K
3,468
建仓
THC
TENET HEALTHCARE CORP COM NEW
+$223.5K
1,101
增持
ANET
ARISTA NETWORKS INC COM SHS
+$223.2K
3,495
+25%
