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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | $28.21万 | 0.03% | 1,428 | -13 | -0.9% | -$2,569 | 减仓 |
| SNX | SYNNEX CORP | $28.31万 | 0.03% | 1,059 | 1,059 | — | $28.31万 | 新建仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $28.49万 | 0.03% | 1,921 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES INC | $28.52万 | 0.03% | 5,138 | 107 | 2.1% | $5,939 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $29.18万 | 0.04% | 1,787 | 1,787 | — | $29.18万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVESOFTWRE | $29.27万 | 0.04% | 1,171 | 77 | 7.0% | $1.92万 | 重新持有 |
| EME | EMCOR GROUP INC COM | $29.38万 | 0.04% | 354 | 4 | 1.1% | $3,320 | 加仓 |
| CNQ | CANADIAN NATURAL RESOURCES LTD | $29.42万 | 0.04% | 7,447 | 219 | 3.0% | $8,651 | 加仓 |
| AEE | AMEREN CORP | $29.50万 | 0.04% | 2,610 | 13 | 0.5% | $1,469 | 加仓 |
| TGT | TARGET CORP COM | $30.14万 | 0.04% | 2,307 | -2,789 | -54.7% | -$36.43万 | 减仓 |
| DVA | DAVITA INC COM | $30.30万 | 0.04% | 1,362 | 1,362 | — | $30.30万 | 新建仓 |
| MSCI | MSCI INC COM | $30.31万 | 0.04% | 541 | -1 | -0.2% | -$560 | 减仓 |
| GIS | GENERAL MILLS INC COM | $30.54万 | 0.04% | 8,776 | 8,776 | — | $30.54万 | 新建仓 |
| WAB | WABTEC COM | $30.76万 | 0.04% | 1,141 | 38 | 3.4% | $1.02万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $30.82万 | 0.04% | 10,508 | 10,508 | — | $30.82万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $30.93万 | 0.04% | 1,245 | -49 | -3.8% | -$1.22万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $31.24万 | 0.04% | 1,874 | 399 | 27.1% | $6.65万 | 重新持有 |
| D | DOMINION RESOURCES INC | $31.26万 | 0.04% | 4,577 | -4,541 | -49.8% | -$31.01万 | 减仓 |
| XYZ | BLOCK INC CL A | $31.52万 | 0.04% | 4,148 | 365 | 9.6% | $2.77万 | 加仓 |
| BWA | BORG WARNER AUTOMOTIVE INC | $31.72万 | 0.04% | 4,777 | -154 | -3.1% | -$1.02万 | 减仓 |
| COR | CENCORA INC COM | $31.94万 | 0.04% | 1,129 | -146 | -11.5% | -$4.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $32.01万 | 0.04% | 3,491 | 790 | 29.2% | $7.24万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $32.15万 | 0.04% | 754 | -1 | -0.1% | -$426 | 减仓 |
| S | SENTINELONE INC CL A | $32.67万 | 0.04% | 19,252 | 19,252 | — | $32.67万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $32.73万 | 0.04% | 643 | -61 | -8.7% | -$3.11万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $32.92万 | 0.04% | 6,449 | 173 | 2.8% | $8,832 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $33.24万 | 0.04% | 1,568 | -5 | -0.3% | -$1,060 | 减仓 |
| EMR | EMERSON ELEC CO COM | $33.26万 | 0.04% | 2,324 | -79 | -3.3% | -$1.13万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $33.30万 | 0.04% | 1,456 | 1,456 | — | $33.30万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC COM | $33.66万 | 0.04% | 11,758 | -249 | -2.1% | -$7,129 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $33.75万 | 0.04% | 2,041 | -358 | -14.9% | -$5.92万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $33.77万 | 0.04% | 4,680 | -4,073 | -46.5% | -$29.39万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $33.88万 | 0.04% | 1,830 | -21 | -1.1% | -$3,888 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $33.93万 | 0.04% | 4,695 | 4,695 | — | $33.93万 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $34.07万 | 0.04% | 1,309 | 1,309 | — | $34.07万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $34.31万 | 0.04% | 3,983 | 59 | 1.5% | $5,082 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $34.51万 | 0.04% | 3,120 | 322 | 11.5% | $3.56万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS | $34.68万 | 0.04% | 20,163 | 20,163 | — | $34.68万 | 新建仓 |
| — | DISCOVERY HLDG CO | $34.87万 | 0.04% | 13,079 | -10,139 | -43.7% | -$27.03万 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $34.93万 | 0.04% | 2,930 | 829 | 39.5% | $9.88万 | 加仓 |
| INCY | INCYTE CORP | $35.06万 | 0.04% | 3,093 | -152 | -4.7% | -$1.72万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $35.09万 | 0.04% | 3,392 | 310 | 10.1% | $3.21万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $35.24万 | 0.04% | 7,934 | 899 | 12.8% | $3.99万 | 加仓 |
| VLO | VALERO ENERGY CORP | $35.38万 | 0.04% | 1,358 | 101 | 8.0% | $2.63万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $35.42万 | 0.04% | 9,335 | -264 | -2.8% | -$1.00万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $35.60万 | 0.04% | 14,502 | -19,338 | -57.1% | -$47.47万 | 减仓 |
| CI | THE CIGNA GROUP COM | $35.62万 | 0.04% | 1,292 | -83 | -6.0% | -$2.29万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $35.72万 | 0.04% | 1,220 | 26 | 2.2% | $7,613 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $36.09万 | 0.04% | 787 | 65 | 9.0% | $2.98万 | 加仓 |
| URI | UNITED RENTALS INC | $36.22万 | 0.04% | 320 | 9 | 2.9% | $1.02万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $36.38万 | 0.04% | 424 | 85 | 25.1% | $7.29万 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $36.56万 | 0.04% | 5,514 | -4 | -0.1% | -$265 | 减仓 |
| MLI | MUELLER INDS INC COM | $36.95万 | 0.05% | 3,006 | 10 | 0.3% | $1,229 | 加仓 |
| WM | WASTE MANAGEMENT INC | $37.11万 | 0.05% | 1,665 | -12 | -0.7% | -$2,675 | 减仓 |
| JCI | JOHNSON CTLS INC | $37.13万 | 0.05% | 2,541 | 706 | 38.5% | $10.31万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $37.39万 | 0.05% | 3,255 | 360 | 12.4% | $4.14万 | 加仓 |
| VO | VANGUARD MID CAP | $37.53万 | 0.05% | 4,658 | -18 | -0.4% | -$1,450 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $38.12万 | 0.05% | 2,740 | -177 | -6.1% | -$2.46万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $38.18万 | 0.05% | 619 | 96 | 18.4% | $5.92万 | 加仓 |
| ECL | ECOLAB INC COM | $38.48万 | 0.05% | 1,381 | -153 | -10.0% | -$4.26万 | 减仓 |
| — | ELECTRONICS ARTS | $38.49万 | 0.05% | 1,877 | 62 | 3.4% | $1.27万 | 加仓 |
| SEIC | SEI INVESTMENTS CO | $38.55万 | 0.05% | 4,396 | -116 | -2.6% | -$1.02万 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $38.68万 | 0.05% | 3,304 | -131 | -3.8% | -$1.53万 | 减仓 |
| BDC | BELDEN CDT INC | $38.68万 | 0.05% | 3,226 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $39.10万 | 0.05% | 1,699 | 774 | 83.7% | $17.81万 | 加仓 |
| FE | FIRSTENERGY CORP | $39.11万 | 0.05% | 8,227 | 373 | 4.7% | $1.77万 | 加仓 |
| VRSN | VERISIGN INC | $39.14万 | 0.05% | 1,556 | 401 | 34.7% | $10.09万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $39.30万 | 0.05% | 9,228 | 631 | 7.3% | $2.69万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $39.54万 | 0.05% | 6,027 | -983 | -14.0% | -$6.45万 | 减仓 |
| CLSK | CLEANSPARK INC COM NEW | $39.62万 | 0.05% | 27,233 | -9,989 | -26.8% | -$14.53万 | 减仓 |
| CAG | CONAGRA BRANDS INC COM | $39.66万 | 0.05% | 29,466 | 8,389 | 39.8% | $11.29万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $39.69万 | 0.05% | 2,108 | 25 | 1.2% | $4,708 | 加仓 |
| WMB | WILLIAMS COS INC COM | $39.71万 | 0.05% | 5,342 | 274 | 5.4% | $2.04万 | 加仓 |
| CNH | CNH INDL N V SHS | $39.73万 | 0.05% | 35,382 | -3,635 | -9.3% | -$4.08万 | 减仓 |
| GPC | GENUINE PARTS CO COM | $39.93万 | 0.05% | 3,385 | -510 | -13.1% | -$6.02万 | 减仓 |
| SYK | STRYKER CORP | $40.05万 | 0.05% | 1,272 | -377 | -22.9% | -$11.87万 | 减仓 |
| CIEN | CIENA CORP | $40.18万 | 0.05% | 819 | -370 | -31.1% | -$18.15万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $40.76万 | 0.05% | 4,470 | 891 | 24.9% | $8.13万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $40.79万 | 0.05% | 1,517 | -119 | -7.3% | -$3.20万 | 减仓 |
| KR | KROGER CO COM | $40.94万 | 0.05% | 7,372 | -181 | -2.4% | -$1.01万 | 减仓 |
| B | BARRICK GOLD CORP F | $41.03万 | 0.05% | 11,171 | 634 | 6.0% | $2.33万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $41.08万 | 0.05% | 1,858 | 1,858 | — | $41.08万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $41.11万 | 0.05% | 5,495 | -1,079 | -16.4% | -$8.07万 | 减仓 |
| NSC | NORFOLK SOUTHERN CRP | $41.25万 | 0.05% | 1,311 | -4 | -0.3% | -$1,258 | 减仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD | $41.44万 | 0.05% | 1,391 | 1,391 | — | $41.44万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $41.45万 | 0.05% | 5,299 | -299 | -5.3% | -$2.34万 | 减仓 |
| HON | HONEYWELL INTL INC | $41.60万 | 0.05% | 1,858 | -2,458 | -57.0% | -$55.03万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $42.03万 | 0.05% | 1,255 | 249 | 24.8% | $8.34万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $42.25万 | 0.05% | 5,206 | 1,546 | 42.2% | $12.55万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $42.73万 | 0.05% | 45,510 | 3,936 | 9.5% | $3.70万 | 加仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $42.84万 | 0.05% | 3,883 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $43.26万 | 0.05% | 1,256 | 94 | 8.1% | $3.24万 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $43.45万 | 0.05% | 9,901 | 9,901 | — | $43.45万 | 新建仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $43.46万 | 0.05% | 5,304 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST ETF | $43.87万 | 0.05% | 8,205 | -2 | -0.0% | -$107 | 减仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $44.55万 | 0.05% | 5,778 | -275 | -4.5% | -$2.12万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $44.76万 | 0.05% | 3,272 | 52 | 1.6% | $7,114 | 加仓 |
| ILMN | ILLUMINA INC | $44.91万 | 0.05% | 2,554 | -459 | -15.2% | -$8.07万 | 减仓 |
| EOG | EOG RESOURCES INC | $44.91万 | 0.05% | 3,462 | -2,574 | -42.6% | -$33.39万 | 减仓 |
| NOW | SERVICE NOW INC | $45.12万 | 0.05% | 4,544 | -2,138 | -32.0% | -$21.23万 | 减仓 |