Legacy Financial Advisors, Inc.
COVINGTON KY · SEC CIK 0001730810
$7.15亿2026Q1 申报市值
404持仓数
36.2%前十大占比 · 第一大 8.9%
37 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FRDM 新建仓+$2,113.35万
VFLO 新建仓+$1,038.11万
NVDA 加仓+$146.97万
PYLD 加仓+$123.38万
NFLX 加仓+$101.08万
2026Q1 卖出最多 按季末市值估算
WISDOMTREE TRUE 减仓-$1,868.68万
DGRW 减仓-$842.46万
EMXC 减仓-$167.29万
DGRO 减仓-$165.74万
ITOT 减仓-$124.10万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EQT | EQT CORP COM | $28.97万 | 0.04% | 4,552 | -668 | -12.8% | -$4.25万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $29.13万 | 0.04% | 1,851 | 183 | 11.0% | $2.88万 | 加仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $29.20万 | 0.04% | 13,787 | -300 | -2.1% | -$6,354 | 减仓 |
| OKE | ONEOK INC NEW COM | $29.21万 | 0.04% | 3,232 | -54 | -1.6% | -$4,881 | 减仓 |
| MSCI | MSCI INC COM | $29.23万 | 0.04% | 542 | 114 | 26.6% | $6.15万 | 加仓 |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $29.57万 | 0.04% | 5,715 | 42 | 0.7% | $2,173 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $29.63万 | 0.04% | 3,660 | 73 | 2.0% | $5,909 | 加仓 |
| SNDK | SANDISK CORP COM | $29.78万 | 0.04% | 469 | 469 | — | $29.78万 | 新建仓 |
| OMC | OMNICOM GROUP INC COM | $29.83万 | 0.04% | 3,961 | 3,961 | — | $29.83万 | 新建仓 |
| INCY | INCYTE CORP | $30.54万 | 0.04% | 3,245 | 711 | 28.1% | $6.69万 | 加仓 |
| TER | TERADYNE INC COM | $30.68万 | 0.04% | 1,035 | 1,035 | — | $30.68万 | 新建仓 |
| BKR | BAKER HUGHES INC | $30.71万 | 0.04% | 5,031 | 121 | 2.5% | $7,387 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | $30.77万 | 0.04% | 16,455 | 1,106 | 7.2% | $2.07万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $30.82万 | 0.04% | 1,573 | 6 | 0.4% | $1,176 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $30.84万 | 0.04% | 4,744 | 4,744 | — | $30.84万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $31.07万 | 0.04% | 1,257 | 16 | 1.3% | $3,954 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $31.24万 | 0.04% | 3,435 | -195 | -5.4% | -$1.77万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $31.48万 | 0.04% | 2,403 | 30 | 1.3% | $3,930 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $31.66万 | 0.04% | 2,798 | -285 | -9.2% | -$3.23万 | 减仓 |
| CLSK | CLEANSPARK INC COM NEW | $31.68万 | 0.04% | 37,222 | -25,385 | -40.5% | -$21.60万 | 减仓 |
| FTNT | FORTINET INC COM | $31.78万 | 0.04% | 3,888 | 1,151 | 42.1% | $9.41万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $31.89万 | 0.04% | 9,599 | -168 | -1.7% | -$5,581 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $32.07万 | 0.04% | 722 | 94 | 15.0% | $4.17万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $32.47万 | 0.05% | 10,142 | -1,146 | -10.2% | -$3.67万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $32.51万 | 0.05% | 30,269 | -114 | -0.4% | -$1,224 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $32.53万 | 0.05% | 2,895 | 300 | 11.6% | $3.37万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $32.72万 | 0.05% | 7,010 | -96 | -1.4% | -$4,480 | 减仓 |
| CAG | CONAGRA BRANDS INC COM | $33.13万 | 0.05% | 21,077 | -617 | -2.8% | -$9,699 | 减仓 |
| MLI | MUELLER INDS INC COM | $33.19万 | 0.05% | 2,996 | 449 | 17.6% | $4.97万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $33.35万 | 0.05% | 7,035 | 1,728 | 32.6% | $8.19万 | 加仓 |
| GLW | CORNING INC COM | $33.42万 | 0.05% | 2,458 | -310 | -11.2% | -$4.22万 | 重新持有 |
| VO | VANGUARD MID CAP | $33.57万 | 0.05% | 1,169 | -21 | -1.8% | -$6,030 | 减仓 |
| CNC | CENTENE CORP DEL | $33.93万 | 0.05% | 10,364 | -1,230 | -10.6% | -$4.03万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $34.59万 | 0.05% | 2,083 | -26 | -1.2% | -$4,317 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $34.79万 | 0.05% | 8,597 | 480 | 5.9% | $1.94万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $35.13万 | 0.05% | 41,574 | 479 | 1.2% | $4,048 | 加仓 |
| CNQ | CANADIAN NATURAL RESOURCES LTD | $35.22万 | 0.05% | 7,228 | 603 | 9.1% | $2.94万 | 加仓 |
| SEIC | SEI INVESTMENTS CO | $35.41万 | 0.05% | 4,512 | 78 | 1.8% | $6,121 | 加仓 |
| SNPS | SYNOPSYS INC COM | $35.54万 | 0.05% | 896 | -7 | -0.8% | -$2,777 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $35.77万 | 0.05% | 9,178 | 129 | 1.4% | $5,027 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $36.15万 | 0.05% | 1,294 | -58 | -4.3% | -$1.62万 | 减仓 |
| PWR | QUANTA SERVICES INC | $36.21万 | 0.05% | 659 | 106 | 19.2% | $5.82万 | 加仓 |
| CI | THE CIGNA GROUP COM | $36.68万 | 0.05% | 1,375 | 400 | 41.0% | $10.67万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $36.83万 | 0.05% | 1,326 | -25 | -1.9% | -$6,945 | 减仓 |
| WMB | WILLIAMS COS INC COM | $36.88万 | 0.05% | 5,068 | 239 | 4.9% | $1.74万 | 加仓 |
| — | ELECTRONICS ARTS | $37.01万 | 0.05% | 1,815 | 174 | 10.6% | $3.55万 | 加仓 |
| BDC | BELDEN CDT INC | $37.04万 | 0.05% | 3,226 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $37.05万 | 0.05% | 6,276 | 298 | 5.0% | $1.76万 | 加仓 |
| ILMN | ILLUMINA INC | $37.14万 | 0.05% | 3,013 | -798 | -20.9% | -$9.84万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $37.26万 | 0.05% | 1,162 | -77 | -6.2% | -$2.47万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $37.61万 | 0.05% | 5,304 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $37.71万 | 0.05% | 1,636 | 231 | 16.4% | $5.32万 | 加仓 |
| NSC | NORFOLK SOUTHERN CRP | $37.74万 | 0.05% | 1,315 | -10 | -0.8% | -$2,870 | 减仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $37.75万 | 0.05% | 3,883 | 0 | 0.0% | — | 不变 |
| BNS | BANK OF NOVA SCOTIA CMN | $38.06万 | 0.05% | 5,491 | 1,063 | 24.0% | $7.37万 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $38.15万 | 0.05% | 5,518 | 781 | 16.5% | $5.40万 | 加仓 |
| FFBC | 1ST FINL BANCORP COM | $38.19万 | 0.05% | 13,698 | 541 | 4.1% | $1.51万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $38.54万 | 0.05% | 1,677 | 5 | 0.3% | $1,149 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $39.23万 | 0.05% | 6,251 | 1,295 | 26.1% | $8.13万 | 加仓 |
| MAS | MASCO CORP COM | $39.30万 | 0.05% | 6,510 | -1,043 | -13.8% | -$6.30万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $39.72万 | 0.06% | 1,880 | 24 | 1.3% | $5,071 | 加仓 |
| FE | FIRSTENERGY CORP | $39.79万 | 0.06% | 7,854 | 73 | 0.9% | $3,698 | 加仓 |
| COR | CENCORA INC COM | $40.05万 | 0.06% | 1,275 | 93 | 7.9% | $2.92万 | 加仓 |
| DHR | DANAHER CORP | $40.62万 | 0.06% | 2,142 | -300 | -12.3% | -$5.69万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $40.80万 | 0.06% | 1,074 | 29 | 2.8% | $1.10万 | 加仓 |
| ECL | ECOLAB INC COM | $40.81万 | 0.06% | 1,534 | 67 | 4.6% | $1.78万 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $40.88万 | 0.06% | 6,053 | -464 | -7.1% | -$3.13万 | 减仓 |
| GPC | GENUINE PARTS CO COM | $41.19万 | 0.06% | 3,895 | 524 | 15.5% | $5.54万 | 加仓 |
| AON | AON CORP | $41.97万 | 0.06% | 1,300 | -45 | -3.3% | -$1.45万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $42.21万 | 0.06% | 3,220 | -138 | -4.1% | -$1.81万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $42.24万 | 0.06% | 2,949 | 102 | 3.6% | $1.46万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $42.64万 | 0.06% | 1,402 | 136 | 10.7% | $4.14万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $42.79万 | 0.06% | 6,574 | 6,574 | — | $42.79万 | 新建仓 |
| CNH | CNH INDL N V SHS | $42.92万 | 0.06% | 39,017 | -5,801 | -12.9% | -$6.38万 | 减仓 |
| B | BARRICK GOLD CORP F | $42.98万 | 0.06% | 10,537 | 1,968 | 23.0% | $8.03万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $43.00万 | 0.06% | 1,480 | 13 | 0.9% | $3,777 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $43.25万 | 0.06% | 1,108 | 418 | 60.6% | $16.32万 | 加仓 |
| HPQ | HP INC COM | $43.26万 | 0.06% | 22,520 | 2,461 | 12.3% | $4.73万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $43.42万 | 0.06% | 9,601 | -1,285 | -11.8% | -$5.81万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $43.76万 | 0.06% | 2,917 | 159 | 5.8% | $2.39万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $44.44万 | 0.06% | 3,746 | -365 | -8.9% | -$4.33万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $45.44万 | 0.06% | 6,251 | -60 | -1.0% | -$4,362 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $45.61万 | 0.06% | 5,674 | -2,701 | -32.3% | -$21.71万 | 减仓 |
| CIEN | CIENA CORP | $46.16万 | 0.06% | 1,189 | -360 | -23.2% | -$13.98万 | 减仓 |
| EMN | EASTMAN CHEMICAL CO | $46.21万 | 0.06% | 6,055 | 11 | 0.2% | $840 | 加仓 |
| JBHT | JB HUNT TRANSPORT SERVICES | $46.24万 | 0.06% | 2,182 | 210 | 10.6% | $4.45万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $48.01万 | 0.07% | 704 | 30 | 4.5% | $2.05万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $48.51万 | 0.07% | 5,598 | -1,429 | -20.3% | -$12.38万 | 减仓 |
| CSX | CSX CORP | $48.91万 | 0.07% | 11,916 | 3,432 | 40.5% | $14.09万 | 加仓 |
| MCO | MOODYS CORP | $48.95万 | 0.07% | 1,122 | 178 | 18.9% | $7.77万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $49.35万 | 0.07% | 826 | -6 | -0.7% | -$3,585 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $49.39万 | 0.07% | 2,288 | -104 | -4.3% | -$2.25万 | 减仓 |
| HCA | HCA INC | $49.55万 | 0.07% | 1,047 | 168 | 19.1% | $7.95万 | 加仓 |
| IYW | ISHARES DJ US TECHNOLOGY | $49.69万 | 0.07% | 2,739 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $50.35万 | 0.07% | 936 | 32 | 3.5% | $1.72万 | 加仓 |
| TD | TORONTO DOMINION BANK | $51.40万 | 0.07% | 5,509 | 527 | 10.6% | $4.92万 | 加仓 |
| CDW | CDW CORP COM | $52.13万 | 0.07% | 4,307 | 1,107 | 34.6% | $13.40万 | 加仓 |
| THO | THOR INDS INC | $52.24万 | 0.07% | 6,539 | 230 | 3.6% | $1.84万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $52.32万 | 0.07% | 10,796 | 0 | 0.0% | — | 不变 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $53.03万 | 0.07% | 5,293 | 5,293 | — | $53.03万 | 新建仓 |