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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 51
减持 26
清仓 46
方向
标的
Δ市值
现股数(环比)
减持
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
-$7.1M
230,174
-36%
增持
GOOG
ALPHABET INC CAP STK CL C
+$2.8M
28,936
+12%
增持
AAPL
APPLE INC
+$2.7M
86,033
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。
+6%
清仓
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$2.7M
0
-100%
增持
GOOGL
GOOGLE INC
+$2.5M
34,367
+1%
清仓
NVS
NOVARTIS AG ADR
-$1.9M
0
-100%
减持
OCC
OPTICAL CABLE CORP COM NEW
-$1.9M
43,393
-83%
减持
ORCL
ORACLE CORPORATION
-$1.7M
18,970
-1%
减持
MSFT
MICROSOFT
-$1.6M
35,145
-2%
增持
MU
MICRON TECHNOLOGY
+$1.5M
8,566
+44%
减持
XC
WISDOMTREE TRUE EMERGING MARKETS FUND
-$1.4M
631,874
-0%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.4M
767,274
+8%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$1.4M
0
-100%
清仓
HSBC
HSBC HOLDINGS PLC SPONS ADR
-$1.3M
0
-100%
增持
NFLX
NETFLIX COM INC
-$1.1M
40,008
+884%
清仓
SHEL
ROYAL DUTCH SHELL PLC-ADR
-$1.1M
0
-100%
增持
AMZN
AMAZON.COM INC
+$1.1M
47,184
+6%
减持
META
META PLATFORMS INC CL A
-$1.1M
10,987
-3%
增持
LLY
ELI LILLY & CO COM
+$1.1M
3,149
+5%
清仓
SONY
SONY GROUP CORP SPONSORED ADR
-$1.1M
0
-100%
清仓
—
ASTRAZENECA PLC- SPONS ADR
-$1.1M
0
-100%
清仓
TM
TOYOTA MOTOR CORP ADS
-$1.0M
0
-100%
增持
NOW
SERVICE NOW INC
+$997.2K
12,679
+1135%
清仓
SAP
SAP AKTIENGESELLSCHAFT ADR
-$968.9K
0
-100%
增持
MRK
MERCK & CO INC
+$946.0K
28,660
+16%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$940.8K
177,984
-5%
清仓
NVO
NOVO-NORDISK A/S ADR ADR CMN
-$918.8K
0
-100%
减持
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
+$907.9K
853,141
-1%
清仓
—
UNILEVER PLC SPON ADR NEW
-$882.6K
0
-100%
清仓
S
SENTINELONE INC CL A
-$880.5K
0
-100%
清仓
BTI
BRITISH AMERICAN TOBACCO
-$851.9K
0
-100%
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$837.7K
1,770
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$814.5K
0
-100%
清仓
RIO
RIO TINTO PLC SPON ADR
-$809.4K
0
-100%
清仓
BP
BP PLC SPONSORED ADR
-$793.4K
0
-100%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$782.4K
18,785
+8%
增持
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$780.1K
180,570
+21%
增持
CRM
SALESFORCE COM
+$763.7K
11,799
+18%
建仓
—
AERCAP HOLDINGS N V SHS
+$740.2K
5,149
增持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$723.9K
5,088
+23%
清仓
WELL
HEALTH CARE REIT INC
-$710.4K
0
-100%
增持
VTI
VANGUARD TOTAL STK MKT
+$707.4K
18,004
+11%
建仓
AGG
ISHARES AGGREGATE BOND ETF
+$672.8K
6,736
减持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
-$649.4K
328,144
-5%
建仓
—
AMRIZE LTD SHS
+$626.2K
11,580
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$601.8K
0
-100%
建仓
BSV
VANGUARD SHORT-TERM BOND ETF
+$601.6K
7,634
减持
HD
HOME DEPOT
-$597.0K
5,926
-9%
清仓
—
TOTAL SA ADR
-$562.9K
0
-100%
增持
FISV
FISERV INC
+$554.3K
21,579
+211%
建仓
EXPE
EXPEDIA INC DEL COM
+$551.0K
1,945
清仓
PLD
PROLOGIS SHARE BENEFICIAL INT
-$542.1K
0
-100%
增持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
+$537.6K
3,816
+54%
增持
ABNB
AIRBNB INC COM CL A
+$536.6K
11,193
+38%
清仓
ING
ING GROEP NV ADR
-$533.1K
0
-100%
清仓
SPG
SIMON PROPERTY GROUP INC
-$526.7K
0
-100%
增持
NVDA
NVIDIA CORP
+$526.2K
114,381
+3%
增持
WMT
WALMART INC COM
+$524.1K
30,982
+9%
增持
TRGP
TARGA RES CORP COM
+$521.4K
6,440
+62%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED
-$511.4K
0
-100%
增持
CTVA
CORTEVA INC COM
+$509.8K
18,010
+75%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$497.9K
21,305
+61%
清仓
NGG
NATIONAL GRID TRANSCO PLC
-$491.2K
0
-100%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$489.3K
9,655
+11%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$483.7K
7,948
+6%
建仓
—
TOTALENERGIES SE ACT
+$481.8K
7,364
增持
LULU
LULULEMON ATHLETICA INC
+$479.0K
4,064
+98%
建仓
CNC
CENTENE CORP DEL
+$477.1K
11,594
清仓
SAN
BANCO SANTANDER CENT HISP
-$469.8K
0
-100%
增持
AMAT
APPLIED MATLS INC COM
+$466.8K
5,605
+18%
减持
UNH
UNITEDHEALTH GROUP
-$454.9K
2,322
-34%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$453.1K
25,086
+26%
减持
DOW
DOW INC COM
-$451.6K
10,869
-65%
建仓
TEAM
ATLASSIAN CORPORATION CL A
+$447.3K
2,759
增持
QCOM
QUALCOMM INC COM
+$441.2K
9,465
+34%
清仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$438.4K
0
-100%
建仓
CDW
CDW CORP COM
+$435.9K
3,200
增持
DAL
DELTA AIR LINES INC DEL CMN
+$421.5K
19,804
+18%
清仓
BBVA
BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49
-$419.3K
0
-100%
增持
KDP
KEURIG DR PEPPER INC COM
+$414.9K
46,954
+33%
建仓
—
CNH INDL N V SHS
+$413.2K
44,818
增持
ZBH
ZIMMER HLDGS INC
+$411.1K
9,606
+109%
建仓
PNFP
PINNACLE FINL PARTNERS INC COM
+$408.6K
4,283
减持
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$398.2K
222,633
-1%
清仓
—
COCA COLA ENTERPRISEINC
-$397.1K
0
-100%
增持
NEM
NEWMONT CORP COM
+$396.4K
7,952
+69%
建仓
FIX
COMFORT SYS USA INC COM
+$392.9K
421
建仓
EIX
EDISON INTL COM
+$386.2K
6,435
建仓
EMN
EASTMAN CHEMICAL CO
+$385.8K
6,044
增持
—
CHUBB LIMITED COM
+$384.6K
4,019
+30%
建仓
JBHT
JB HUNT TRANSPORT SERVICES
+$383.2K
1,972
清仓
RELX
RELX PLC SPONSORED ADR
-$382.3K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$382.1K
1,385
+13%
减持
MPC
MARATHON PETE CORP
-$375.7K
6,439
-13%
建仓
CAG
CONAGRA BRANDS INC COM
+$375.5K
21,694
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$372.8K
818,325
-0%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$367.1K
4,111
-47%
减持
TXN
TEXAS INSTRS INC COM
-$355.6K
4,350
-28%
建仓
HII
HUNTINGTON INGALLS INDS INC COM
+$355.4K
1,045
清仓
—
PINNACLE FINL PARTNERS INC COM
-$351.3K
0
-100%
增持
IQV
IQVIA HLDGS INC COM
+$348.7K
5,560
+17%
清仓
BCS
BARCLAYS PLC ADR
-$348.2K
0
-100%
减持
—
LINDE PLC SHS
-$334.2K
1,921
-21%
增持
LRCX
LAM RESEARCH CORP
+$333.2K
7,164
+7%
建仓
NTRA
NATERA INC COM
+$330.3K
1,442
清仓
NTES
NETEASE.COM INC SPONSORED ADR
-$322.4K
0
-100%
清仓
EQIX
EQUINIX INC COM
-$321.4K
0
-100%
清仓
DLR
DIGITAL REALTY TRUST INC
-$320.2K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$319.1K
654
减持
T
AT&T INC COM
-$307.7K
31,724
-18%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$305.6K
2,058
+13%
增持
ZM
ZOOM COMMUNICATIONS INC CL A
+$305.1K
8,375
+65%
清仓
GSK
GSK PLC SPONSORED ADR
-$302.3K
0
-100%
减持
ABT
ABBOTT LABS COM
-$299.8K
9,102
-15%
清仓
DEO
DIAGEO PLC
-$298.4K
0
-100%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$293.5K
34,231
+10%
建仓
DG
DOLLAR GEN CORP
+$292.5K
2,203
建仓
MLI
MUELLER INDS INC COM
+$292.4K
2,547
清仓
SNY
SANOFI SA
-$289.9K
0
-100%
建仓
MEDP
MEDPACE HLDGS INC COM
+$289.6K
516
增持
CAT
CATERPILLAR INC COM
+$287.1K
2,750
+2%
增持
DE
DEERE & CO COM
+$287.1K
3,058
+23%
清仓
CCJ
CAMECO CORP F
-$286.9K
0
-100%
清仓
CCI
CROWN CASTLE INTL CORP
-$286.6K
0
-100%
增持
CSCO
CISCO SYS INC
+$286.3K
28,582
+2%
减持
JNJ
JOHNSON & JOHNSON COM
+$284.4K
14,383
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$282.3K
3,163
-15%
减持
APD
AIR PRODS & CHEMS INC COM
-$281.2K
1,467
-38%
清仓
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
-$280.9K
0
-100%
增持
FDX
FEDEX CORP
+$278.1K
2,326
+39%
清仓
O
REALTY INCOME CORP COM
-$277.8K
0
-100%
减持
APA
APA CORPORATION COM
-$275.8K
13,481
-46%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$275.1K
1,308
减持
ENB
ENBRIDGE INC COM
-$269.1K
14,784
-24%
增持
—
EXXON MOBIL CORP COM
+$267.6K
23,221
+4%
建仓
QTUM
DEFIANCE QUANTUM ETF
+$266.8K
2,433
建仓
LVS
LAS VEGAS SANDS CORP
+$266.7K
4,097
清仓
SMFG
SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
-$266.4K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$265.8K
13,688
+19%
清仓
PKG
PACKAGING CORP OF AMERICA
-$264.8K
0
-100%
清仓
AMT
AMERICAN TOWER CORP
-$261.7K
0
-100%
增持
PG
PROCTER & GAMBLE CO COM
+$261.2K
81,745
+10%
增持
ALLY
ALLY FINL INC COM
+$258.9K
23,573
+14%
清仓
TTD
THE TRADE DESK INC COM CL A
-$258.8K
0
-100%
清仓
TCOM
CTRIP.COM INTL LTD AMERICAN DEP SHS
-$256.7K
0
-100%
增持
FCX
FREEPORT MCMORAN COPPER
+$255.9K
10,519
+48%
建仓
SLB
SLB LIMITED COM STK
+$255.7K
6,662
增持
FCNCA
FIRST CTZNS BANCSHARES INC DEL CL A
+$255.5K
475
+11%
减持
—
EATON CORP PLC SHS
-$254.0K
2,670
-10%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$253.9K
2,099
+0%
