Legacy Financial Advisors, Inc.
COVINGTON KY · SEC CIK 0001730810
$8.20亿2026Q2 申报市值
435持仓数
36.0%前十大占比 · 第一大 8.5%
46 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$337.41万
AAPL 加仓+$159.93万
MAN ACTIVE HIGH 新建仓+$153.74万
MSFT 加仓+$152.97万
CLSE 新建仓+$111.23万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$403.87万
MU 减仓-$249.33万
PSX 减仓-$82.28万
ITOT 减仓-$81.35万
XCEM 减仓-$80.86万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $7,005.70万 | 8.54% | 732,660 | 10,244 | 1.4% | $97.95万 | 加仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $3,675.81万 | 4.48% | 860,443 | 7,769 | 0.9% | $33.19万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $2,875.81万 | 3.51% | 394,487 | 7,781 | 2.0% | $56.72万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,699.26万 | 3.29% | 164,319 | -4,952 | -2.9% | -$81.35万 | 减仓 |
| AAPL | APPLE INC | $2,607.29万 | 3.18% | 90,105 | 5,527 | 6.5% | $159.93万 | 加仓 |
| NVDA | NVIDIA CORP | $2,462.11万 | 3.00% | 123,050 | 242 | 0.2% | $4.84万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $2,306.80万 | 2.81% | 226,780 | 1,153 | 0.5% | $11.73万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $2,223.43万 | 2.71% | 336,730 | 3,388 | 1.0% | $22.37万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2,218.22万 | 2.70% | 836,433 | 22,069 | 2.7% | $58.53万 | 加仓 |
| MSFT | MICROSOFT | $1,461.22万 | 1.78% | 39,173 | 4,101 | 11.7% | $152.97万 | 加仓 |
| GOOGL | GOOGLE INC | $1,280.95万 | 1.56% | 35,844 | 1,333 | 3.9% | $47.64万 | 加仓 |
| GQI | NATIXIS GATEWAY QUALITY INCOME ETF | $1,266.24万 | 1.54% | 214,000 | 4,301 | 2.1% | $25.45万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1,265.54万 | 1.54% | 276,620 | 13,675 | 5.2% | $62.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1,207.01万 | 1.47% | 82,311 | -4,509 | -5.2% | -$66.12万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,199.17万 | 1.46% | 50,314 | 3,727 | 8.0% | $88.83万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $1,168.97万 | 1.42% | 230,771 | 5,051 | 2.2% | $25.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,145.41万 | 1.40% | 34,993 | 1,098 | 3.2% | $35.94万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,078.36万 | 1.31% | 30,520 | 1,404 | 4.8% | $49.61万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,074.70万 | 1.31% | 141,800 | -4,007 | -2.7% | -$30.37万 | 减仓 |
| MU | MICRON TECHNOLOGY | $835.03万 | 1.02% | 7,234 | -2,160 | -23.0% | -$249.33万 | 减仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $785.39万 | 0.96% | 20,791 | 1,443 | 7.5% | $54.51万 | 加仓 |
| TSLA | TESLA MOTORS INC | $708.64万 | 0.86% | 16,848 | 831 | 5.2% | $34.95万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $635.30万 | 0.77% | 17,169 | -629 | -3.5% | -$23.27万 | 减仓 |
| META | META PLATFORMS INC CL A | $625.15万 | 0.76% | 11,098 | -395 | -3.4% | -$22.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $599.58万 | 0.73% | 10,321 | 638 | 6.6% | $37.06万 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $559.00万 | 0.68% | 222,089 | 32,515 | 17.2% | $81.84万 | 加仓 |
| INTC | INTEL CORP COM | $512.11万 | 0.62% | 36,676 | 6,089 | 19.9% | $85.02万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $493.43万 | 0.60% | 6,825 | 116 | 1.7% | $8.39万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $487.03万 | 0.59% | 50,428 | -1,513 | -2.9% | -$14.61万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $484.42万 | 0.59% | 37,902 | -1,177 | -3.0% | -$15.04万 | 减仓 |
| V | VISA INC | $471.14万 | 0.57% | 13,732 | 400 | 3.0% | $13.72万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $424.84万 | 0.52% | 5,673 | -280 | -4.7% | -$20.97万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $416.54万 | 0.51% | 9,613 | 424 | 4.6% | $18.37万 | 加仓 |
| LLY | ELI LILLY & CO COM | $412.35万 | 0.50% | 3,438 | 254 | 8.0% | $30.46万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $400.05万 | 0.49% | 16,248 | 223 | 1.4% | $5.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $396.84万 | 0.48% | 7,931 | 308 | 4.0% | $15.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $392.44万 | 0.48% | 15,452 | 301 | 2.0% | $7.64万 | 加仓 |
| CSCO | CISCO SYS INC | $382.76万 | 0.47% | 32,586 | 427 | 1.3% | $5.02万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $380.94万 | 0.46% | 53,466 | 1,536 | 3.0% | $10.94万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $372.71万 | 0.45% | 73,703 | -1,317 | -1.8% | -$6.66万 | 减仓 |
| MRK | MERCK & CO INC | $371.86万 | 0.45% | 28,939 | 828 | 2.9% | $10.64万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $357.63万 | 0.44% | 39,692 | 962 | 2.5% | $8.67万 | 加仓 |
| WMT | WALMART INC COM | $356.40万 | 0.43% | 31,467 | -8 | -0.0% | -$906 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $345.97万 | 0.42% | 61,376 | -10,049 | -14.1% | -$56.65万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $337.41万 | 0.41% | 24,679 | 24,679 | — | $337.41万 | 新建仓 |
| NFLX | NETFLIX COM INC | $324.14万 | 0.40% | 45,398 | -5,123 | -10.1% | -$36.58万 | 减仓 |
| ORCL | ORACLE CORPORATION | $322.61万 | 0.39% | 22,014 | 1,806 | 8.9% | $26.47万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $321.96万 | 0.39% | 56,504 | 1,705 | 3.1% | $9.72万 | 加仓 |
| CAT | CATERPILLAR INC COM | $313.19万 | 0.38% | 2,941 | 142 | 5.1% | $15.12万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $303.93万 | 0.37% | 8,132 | 94 | 1.2% | $3.51万 | 加仓 |
| GEV | GE VERNOVA INC COM | $302.56万 | 0.37% | 2,575 | 41 | 1.6% | $4.82万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $281.66万 | 0.34% | 3,772 | -265 | -6.6% | -$19.79万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $273.66万 | 0.33% | 50,660 | 1,532 | 3.1% | $8.28万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $269.23万 | 0.33% | 26,318 | -3,905 | -12.9% | -$39.95万 | 减仓 |
| C | CITIGROUP INC | $261.46万 | 0.32% | 18,681 | -384 | -2.0% | -$5.37万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $256.66万 | 0.31% | 15,484 | 1,270 | 8.9% | $21.05万 | 加仓 |
| ABBV | ABBVIE INC COM | $251.21万 | 0.31% | 9,983 | 890 | 9.8% | $22.40万 | 加仓 |
| KLAC | KLA-TENCOR CORP | $242.82万 | 0.30% | 8,048 | 508 | 6.7% | $15.33万 | 加仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $232.63万 | 0.28% | 53,221 | 1,648 | 3.2% | $7.20万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $232.13万 | 0.28% | 91,245 | -1,340 | -1.4% | -$3.41万 | 减仓 |
| KO | COCA COLA CO COM | $229.87万 | 0.28% | 28,285 | 457 | 1.6% | $3.71万 | 加仓 |
| BA | BOEING CO COM | $229.68万 | 0.28% | 10,610 | 399 | 3.9% | $8.64万 | 加仓 |
| HD | HOME DEPOT | $228.55万 | 0.28% | 6,480 | 663 | 11.4% | $23.38万 | 加仓 |
| USB | US BANCORP COM NEW | $220.30万 | 0.27% | 36,474 | 361 | 1.0% | $2.18万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $219.78万 | 0.27% | 36,937 | 1,170 | 3.3% | $6.96万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $213.11万 | 0.26% | 252,500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $210.05万 | 0.26% | 7,723 | 394 | 5.4% | $10.72万 | 加仓 |
| CRM | SALESFORCE COM | $205.61万 | 0.25% | 13,125 | 1,746 | 15.3% | $27.35万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $204.95万 | 0.25% | 24,801 | 2,857 | 13.0% | $23.61万 | 加仓 |
| MA | MASTERCARD INC | $201.33万 | 0.25% | 3,920 | 146 | 3.9% | $7.50万 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $192.69万 | 0.23% | 6,852 | 482 | 7.6% | $13.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $189.13万 | 0.23% | 5,546 | 2,099 | 60.9% | $71.58万 | 加仓 |
| QQQ | POWERSHARES QQQ TR | $189.08万 | 0.23% | 2,568 | -7 | -0.3% | -$5,154 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $187.04万 | 0.23% | 9,323 | 1,409 | 17.8% | $28.27万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $186.64万 | 0.23% | 13,043 | -336 | -2.5% | -$4.81万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $181.31万 | 0.22% | 10,022 | 41 | 0.4% | $7,417 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $180.49万 | 0.22% | 25,822 | 1,513 | 6.2% | $10.58万 | 加仓 |
| SNA | SNAP ON INC COM | $180.44万 | 0.22% | 4,484 | -195 | -4.2% | -$7.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $179.69万 | 0.22% | 1,921 | 12 | 0.6% | $1.12万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $179.45万 | 0.22% | 17,262 | -646 | -3.6% | -$6.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $177.69万 | 0.22% | 1,757 | 22 | 1.3% | $2.22万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $173.18万 | 0.21% | 43,156 | 1,381 | 3.3% | $5.54万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL CMN | $172.83万 | 0.21% | 18,453 | -1,479 | -7.4% | -$13.85万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $170.34万 | 0.21% | 5,715 | 934 | 19.5% | $27.84万 | 加仓 |
| TJX | TJX COS INC NEW COM | $168.51万 | 0.21% | 11,123 | -15 | -0.1% | -$2,272 | 减仓 |
| RTX | RTX CORPORATION COM | $166.82万 | 0.20% | 8,793 | 267 | 3.1% | $5.07万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $165.04万 | 0.20% | 4,155 | 186 | 4.7% | $7.39万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS IN | $155.90万 | 0.19% | 3,139 | -5 | -0.2% | -$2,483 | 减仓 |
| FFBC | 1ST FINL BANCORP COM | $155.39万 | 0.19% | 45,933 | 32,235 | 235.3% | $109.05万 | 加仓 |
| — | MAN ACTIVE HIGH YIELD ETF | $153.74万 | 0.19% | 60,554 | 60,554 | — | $153.74万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP | $153.11万 | 0.19% | 3,684 | 1,214 | 49.1% | $50.45万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $151.17万 | 0.18% | 26,235 | -923 | -3.4% | -$5.32万 | 减仓 |
| CB | CHUBB LIMITED COM | $150.04万 | 0.18% | 4,403 | 75 | 1.7% | $2.56万 | 加仓 |
| CTVA | CORTEVA INC COM | $149.50万 | 0.18% | 17,653 | -683 | -3.7% | -$5.78万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $147.94万 | 0.18% | 13,106 | 944 | 7.8% | $10.66万 | 加仓 |
| TRGP | TARGA RES CORP COM | $146.07万 | 0.18% | 5,448 | -204 | -3.6% | -$5.47万 | 减仓 |
| MCD | MCDONALDS CORP COM | $144.50万 | 0.18% | 5,346 | -443 | -7.7% | -$11.97万 | 减仓 |
| GLD | SPDR GOLD ETF | $143.90万 | 0.18% | 3,906 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP | $140.76万 | 0.17% | 14,644 | -389 | -2.6% | -$3.74万 | 减仓 |
| STX | SEAGATE TECHNOLOGY | $139.17万 | 0.17% | 1,442 | 10 | 0.7% | $9,651 | 加仓 |