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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

报告期 2026-03-31 · CIK 0002131510

持仓数

113

前50大市值合计

$167.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AMLP ALERIAN MLP ETF

ALERIAN MLP

$12.8M

242,427

7.6%

GSGO GOLDMAN SACHS GROWTH OPPORTUNITIES ETF

GROWTH OPPORTUNI

$8.6M

235,715

5.2%

IBM INTERNATIONAL BUSINESS MACHINES

COM

$6.8M

27,961

4.1%

DUK DUKE ENERGY CORPORATION NEW COM NEW

COM NEW

$6.3M

48,292

3.8%

SO SOUTHERN COMPANY

COM

$6.2M

64,522

3.7%

AEP AMERICAN ELEC PWR COMPANY INCORPORATED

COM

$6.0M

45,458

3.6%

SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT

COM

$5.5M

29,236

3.3%

WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF

WCM INTL EQUITY

$5.4M

321,391

3.2%

PPL PPL CORPORATION

COM

$5.2M

137,029

3.1%

IG PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF

PRNC INVT GRAD

$4.9M

239,466

3.0%

MSFT MICROSOFT CORPORATION

COM

$4.7M

12,787

2.8%

ED CONSOLIDATED EDISON INCORPORATED

COM

$4.4M

39,233

2.7%

WM WASTE MGMT INCORPORATED DEL

COM

$4.3M

18,676

2.6%

AEE AMEREN CORPORATION

COM

$4.2M

37,778

2.5%

CDNS CADENCE DESIGN SYSTEMS INCORPORATED

COM

$4.1M

14,930

2.5%

MCK MCKESSON CORPORATION

COM

$4.1M

4,763

2.5%

AXP AMERICAN EXPRESS COMPANY

COM

$4.1M

13,624

2.5%

COF CAPITAL ONE FINL CORPORATION

COM

$4.0M

21,914

2.4%

HYLS FIRST TRUST TACTICAL HIGH YIELD ETF

FIRST TR TA HIYL

$3.9M

96,902

2.4%

PSA PUBLIC STORAGE OPER COMPANY REIT

COM

$3.9M

14,271

2.3%

MAA MID-AMER APT CMNTYS INCORPORATED REIT

COM

$3.7M

30,211

2.2%

LLY ELI LILLY & COMPANY

COM

$3.5M

3,849

2.1%

ORCL ORACLE CORPORATION

COM

$3.4M

22,953

2.0%

CVX CHEVRON CORPORATION

COM

$3.1M

15,206

1.9%

META META PLATFORMS INCORPORATED CLASS A

CL A

$2.9M

5,133

1.8%

VBF INVESCO BD FD

COM

$2.9M

190,361

1.7%

AMZN AMAZON COM INCORPORATED

COM

$2.8M

13,636

1.7%

NRG NRG ENERGY INCORPORATED COM NEW

COM NEW

$2.5M

17,091

1.5%

MAR MARRIOTT INTERNATIONAL INCORPORATED

CL A

$2.5M

7,543

1.5%

LMT LOCKHEED MARTIN CORPORATION

COM

$2.4M

3,971

1.4%

TTWO TAKE-TWO INTERACTIVE SOFTWARE

COM

$2.3M

11,847

1.4%

XEVTX EATON VANCE TAX ADVT DIV INCM

COM

$2.2M

90,783

1.3%

CAT CATERPILLAR INCORPORATED

COM

$2.1M

2,945

1.2%

AAPL APPLE INCORPORATED

COM

$1.7M

6,773

1.0%

MNST MONSTER BEVERAGE CORPORATION NEW

COM

$1.6M

22,536

1.0%

CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A

CL A

$1.6M

4,043

0.9%

WSBC WESBANCO INCORPORATED

COM

$1.5M

42,624

0.9%

ABBV ABBVIE INCORPORATED

COM

$1.4M

6,420

0.8%

EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF

FT ENERGY INCOME

$1.4M

61,316

0.8%

D DOMINION ENERGY INCORPORATED

COM

$1.4M

21,850

0.8%

JPM JPMORGAN CHASE & COMPANY

COM

$1.3M

4,409

0.8%

— EXXON MOBIL CORPORATION

COM

$1.2M

7,243

0.7%

WMT WALMART INCORPORATED

COM

$1.1M

8,937

0.7%

PNC PNC FINL SVCS GROUP INCORPORATED

COM

$1.1M

5,335

0.7%

CHDN CHURCHILL DOWNS INCORPORATED

COM

$1.1M

12,292

0.7%

DIS DISNEY WALT COMPANY

COM

$1.1M

11,237

0.6%

PLD PROLOGIS INCORPORATED. REIT

COM

$1.0M

7,893

0.6%

BTSG BRIGHTSPRING HEALTH SVCS INCORPORATED

COM

$1.0M

24,018

0.6%

FIX COMFORT SYSTEMS USA INCORPORATED

COM

$853.6K

619

0.5%

STRL STERLING INFRASTRUCTURE INCORPORATED

COM

$833.3K

2,046

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

AMLP7.6%GSGO5.2%IBM4.1%DUK3.8%SO3.7%AEP3.6%

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心