13F 机构持仓

Legacy Financial Advisors, Inc.

COVINGTON KY · SEC CIK 0001730810

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DGRW 8.5%
DIVI 4.5%
FRDM 3.5%
ITOT 3.3%
AAPL 3.2%
NVDA 3.0%
WTV 2.8%
QGRW 2.7%
PYLD 2.7%
MSFT 1.8%

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
— EXXON MOBIL CORP COM $00.00%0 -23,805-100.0% -$403.87万 清仓
DOW DOW HLDGS INC COM $00.00%0 -16,061-100.0% -$66.89万 清仓
M MACYS INC COM $00.00%0 -32,520-100.0% -$58.83万 清仓
DELL DELL TECHNOLOGIES INC CL C $00.00%0 -3,272-100.0% -$53.71万 清仓
— CABOT OIL & GAS CP COM $00.00%0 -15,265-100.0% -$53.64万 清仓
EMN EASTMAN CHEMICAL CO $00.00%0 -6,055-100.0% -$46.21万 清仓
PYPL PAYPAL HLDGS INC COM $00.00%0 -9,601-100.0% -$43.42万 清仓
AAL AMERICAN AIRLINES GROUP INC COM $00.00%0 -30,269-100.0% -$32.51万 清仓
OMC OMNICOM GROUP INC COM $00.00%0 -3,961-100.0% -$29.83万 清仓
— OPTICAL CABLE CORP COM NEW $00.00%0 -33,393-100.0% -$27.55万 清仓
KKR KKR & CO INC COM $00.00%0 -2,816-100.0% -$26.05万 清仓
RSG REPUBLIC SERVICES INC $00.00%0 -1,135-100.0% -$24.85万 清仓
MKTX MARKETAXESS HOLDINGS INC $00.00%0 -1,440-100.0% -$23.76万 清仓
BURL BURLINGTON STORES INC COM $00.00%0 -720-100.0% -$23.43万 清仓
BMRN BIOMARIN PHARMACEUTICAL INC COM $00.00%0 -4,086-100.0% -$23.08万 清仓
HAS HASBRO INC COM $00.00%0 -2,320-100.0% -$21.72万 清仓
FIVE FIVE BELOW INC COM $00.00%0 -944-100.0% -$21.56万 清仓
MANH MANHATTAN ASSOCIATES INC $00.00%0 -1,608-100.0% -$21.41万 清仓
CCL CARNIVAL CORP $00.00%0 -8,213-100.0% -$21.26万 清仓
ADT ADT CORP $00.00%0 -10,943-100.0% -$7.19万 清仓
— ALIGHT INC COM CL A $00.00%0 -16,694-100.0% -$9,728 清仓
— ALIGHT INC COM SHS CL A $9,3930.00%16,773 16,773— $9,393 新建仓
SNAP SNAP INC CL A $6.93万0.01%15,611 15,611— $6.93万 新建仓
GPK GRAPHIC PACKAGING CORP DEL $12.94万0.02%12,243 12,243— $12.94万 新建仓
LAC LITHIUM AMERS CORP NEW COM SHS $15.48万0.02%40,201 40,201— $15.48万 新建仓
F FORD MOTOR COMPANY $17.87万0.02%12,853 -36,431-73.9% -$50.64万 减仓
NU NU HLDGS LTD ORD SHS CL A $19.71万0.02%14,749 4,20739.9% $5.62万 加仓
VIK VIKING HOLDINGS LTD ORD SHS $20.05万0.02%1,916 1,916— $20.05万 新建仓
HII HUNTINGTON INGALLS INDS INC COM $20.15万0.02%720 -354-33.0% -$9.91万 减仓
HACK AMPLIFY CYBERSECURITY ETF $20.20万0.02%1,925 1,925— $20.20万 新建仓
HP HELMERICH & PAYNE INC COM $20.21万0.02%6,173 250.4% $818 加仓
CPNG COUPANG INC CL A $20.22万0.02%11,643 11,643— $20.22万 新建仓
CHTR CHARTER COMMUNICATIONS INC CL A $20.25万0.02%1,424 -864-37.8% -$12.29万 减仓
COHR II-VI INC $20.35万0.02%516 516— $20.35万 新建仓
VTRS VIATRIS INC COM $20.39万0.02%12,841 -183-1.4% -$2,906 减仓
FTS FORTIS INC COM $20.41万0.02%3,566 3,566— $20.41万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $20.47万0.02%6,019 -4,123-40.7% -$14.02万 减仓
TXRH TEXAS ROADHOUSE INC $20.71万0.03%1,072 -144-11.8% -$2.78万 减仓
PB PROSPERITY BANCSHARES INC $20.73万0.03%2,838 2,838— $20.73万 新建仓
PAYX PAYCHEX INC $20.81万0.03%2,116 2,116— $20.81万 新建仓
NBIX NEUROCRINE BIOSCIENCES INC COM $21.00万0.03%1,246 -650-34.3% -$10.95万 减仓
FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 $21.02万0.03%1,008 646.8% $1.33万 加仓
WWD WOODWARD INC COM $21.10万0.03%496 496— $21.10万 新建仓
CBOE CBOE GLOBAL MKTS INC COM $21.14万0.03%871 -42-4.6% -$1.02万 减仓
AZO AUTOZONE INC NEV $21.17万0.03%66 -14-17.5% -$4.49万 减仓
DG DOLLAR GEN CORP $21.25万0.03%1,846 -383-17.2% -$4.41万 减仓
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK $21.32万0.03%1,412 1,412— $21.32万 新建仓
CFR CULLEN FROST BANKERS INC COM $21.46万0.03%1,389 1,389— $21.46万 新建仓
SRE SEMPRA ENERGY $21.48万0.03%2,316 683.0% $6,305 加仓
EXE EXPAND ENERGY CORPORATION COM $21.51万0.03%2,359 51628.0% $4.71万 加仓
SCHX SCHWAB U.S. LARGE-CAP ETF $21.56万0.03%7,326 7,326— $21.56万 新建仓
ARMK ARAMARK COM $21.71万0.03%3,816 3,816— $21.71万 新建仓
TDG TRANSDIGM GROUP INC COM DELAWARE $21.80万0.03%164 -3-1.8% -$3,987 重新持有
DB DEUTSCHE BK AG NAMEN AKT $22.03万0.03%6,526 -372-5.4% -$1.26万 减仓
DTE DTE ENERGY CO COM $22.20万0.03%1,457 1,457— $22.20万 新建仓
EQT EQT CORP COM $22.25万0.03%4,185 -367-8.1% -$1.95万 减仓
TSN TYSON FOODS INC CL A $22.33万0.03%3,901 -572-12.8% -$3.27万 减仓
PKG PACKAGING CORP OF AMERICA $22.36万0.03%938 938— $22.36万 新建仓
ARW ARROW ELECTRS INC COM $22.43万0.03%1,051 1,051— $22.43万 新建仓
INTU INTUIT INC $22.48万0.03%861 -614-41.6% -$16.03万 减仓
DKNG DRAFTKINGS INC NEW COM CL A $22.52万0.03%8,917 8,917— $22.52万 新建仓
NTRS NORTHERN TR CORP COM $22.77万0.03%1,310 1,310— $22.77万 新建仓
MDLZ MONDELEZ INTL INC CL A $22.77万0.03%3,936 431.1% $2,487 加仓
KEYS KEYSIGHT TECHNOLOGIES INC COM $23.07万0.03%659 659— $23.07万 新建仓
SNOW SNOWFLAKE INC COM SHS $23.08万0.03%907 907— $23.08万 新建仓
MFC MANULIFE FINL CORP COM $23.15万0.03%5,715 -20-0.3% -$810 重新持有
TEM TEMPUS AI INC CL A $23.51万0.03%4,058 4,058— $23.51万 新建仓
CM CANADIAN IMPERIAL BANK OF COMMERCE $23.56万0.03%2,049 -111-5.1% -$1.28万 减仓
HIG HARTFORD FINL SVCS GROUP INC $23.67万0.03%1,786 -49-2.7% -$6,493 减仓
CCL CARNIVAL CORP $23.82万0.03%8,337 8,337— $23.82万 新建仓
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF $23.95万0.03%6,069 6,069— $23.95万 新建仓
AKAM AKAMAI TECH $24.33万0.03%2,058 703.5% $8,275 加仓
ESGV VANGUARD ESG U.S. STOCK ETF $24.37万0.03%1,843 -125-6.4% -$1.65万 减仓
IRDM IRIDIUM COMMUNICATIONS INC COM $24.56万0.03%4,478 4,478— $24.56万 新建仓
APPS DIGITAL TURBINE INC COM NEW $24.60万0.03%19,073 730.4% $942 加仓
IWY ISHARES RUSSELL TOP 200 GROWTH ETF $24.64万0.03%848 253.0% $7,265 加仓
— COLUMBIA INTERNATIONAL EQUITY INCOME ETF $25.06万0.03%6,503 3485.7% $1.34万 加仓
EBAY EBAY INC $25.30万0.03%2,264 2,264— $25.30万 新建仓
ITW ILLINOIS TOOL WKS INC COM $25.48万0.03%942 10812.9% $2.92万 加仓
EXEL EXELIXIS INC COM $25.69万0.03%4,722 -355-7.0% -$1.93万 重新持有
LHX L3HARRIS TECHNOLOGIES INC COM $25.73万0.03%886 18826.9% $5.46万 加仓
SLB SLB LIMITED COM STK $25.85万0.03%5,560 1492.8% $6,927 加仓
AFL AFLAC INC COM $26.09万0.03%2,225 -30-1.3% -$3,517 减仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $26.22万0.03%3,012 -62-2.0% -$5,396 减仓
HCA HCA INC $26.43万0.03%678 -369-35.2% -$14.39万 减仓
GBIL ACCESS TREASURY 0-1 YEAR ETF $26.51万0.03%2,647 -2,646-50.0% -$26.50万 减仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $26.52万0.03%1,971 -59-2.9% -$7,939 减仓
KMI KINDER MORGAN INC $26.54万0.03%8,302 -272-3.2% -$8,696 减仓
CFG CITIZENS FINL GROUP INC COM $26.73万0.03%3,815 47914.4% $3.36万 加仓
OXY OCCIDENTAL PETE CORP COM $27.01万0.03%5,560 81617.2% $3.96万 加仓
MMM 3M CO COM $27.17万0.03%1,678 -120-6.7% -$1.94万 减仓
CNP CENTERPOINT ENERGY INC COM $27.41万0.03%6,223 -264-4.1% -$1.16万 减仓
GWW WW GRAINGER INC COM $27.43万0.03%202 94.7% $1.22万 加仓
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF $27.46万0.03%5,270 -445-7.8% -$2.32万 减仓
— NUVEEN ESG HIGH YIELD CORPORATE BOND ETF $27.49万0.03%12,826 -961-7.0% -$2.06万 减仓
NXPI NXP SEMICONDUCTORS NV COM $27.50万0.03%979 -51-5.0% -$1.43万 重新持有
NRG NRG ENERGY INC NEW $27.52万0.03%1,884 27116.8% $3.96万 加仓
VOT VANGUARD MID CAP GROWTH ETF $27.60万0.03%901 00.0% — 不变
OKE ONEOK INC NEW COM $27.71万0.03%3,187 -45-1.4% -$3,912 减仓
NTRA NATERA INC COM $28.15万0.03%1,037 -181-14.9% -$4.91万 减仓