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 |
|---|---|---|---|---|---|---|---|---|
| — | CABOT OIL & GAS CP COM | $53.64万 | 0.08% | 15,265 | -214 | -1.4% | -$7,520 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $53.71万 | 0.08% | 3,272 | -274 | -7.7% | -$4.50万 | 减仓 |
| BMO | BANK OF MONTREAL | $53.92万 | 0.08% | 3,984 | -117 | -2.9% | -$1.58万 | 减仓 |
| SYK | STRYKER CORP | $54.18万 | 0.08% | 1,649 | 440 | 36.4% | $14.46万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $54.34万 | 0.08% | 6,908 | 1,082 | 18.6% | $8.51万 | 加仓 |
| KR | KROGER CO COM | $54.66万 | 0.08% | 7,553 | -25 | -0.3% | -$1,809 | 减仓 |
| ROST | ROSS STORES INC | $54.80万 | 0.08% | 2,530 | 351 | 16.1% | $7.60万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $54.83万 | 0.08% | 3,787 | 3,787 | — | $54.83万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $55.26万 | 0.08% | 3,447 | -944 | -21.5% | -$15.13万 | 减仓 |
| SO | SOUTHERN CO COM | $55.31万 | 0.08% | 5,731 | 741 | 14.8% | $7.15万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $55.53万 | 0.08% | 1,332 | 56 | 4.4% | $2.33万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $55.55万 | 0.08% | 1,904 | 315 | 19.8% | $9.19万 | 加仓 |
| UBS | UBS AG NEW F | $55.57万 | 0.08% | 14,222 | 638 | 4.7% | $2.49万 | 加仓 |
| CBRE | CBRE GROUP INC A | $55.63万 | 0.08% | 4,107 | -607 | -12.9% | -$8.22万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $55.80万 | 0.08% | 18,187 | 3,501 | 23.8% | $10.74万 | 加仓 |
| SLV | ISHARES SILVER TRUST ETF | $55.92万 | 0.08% | 8,207 | -967 | -10.5% | -$6.59万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $55.94万 | 0.08% | 6,494 | 2,211 | 51.6% | $19.05万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $56.02万 | 0.08% | 2,071 | 601 | 40.9% | $16.26万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $56.09万 | 0.08% | 2,829 | -245 | -8.0% | -$4.86万 | 减仓 |
| STX | SEAGATE TECHNOLOGY | $56.10万 | 0.08% | 1,432 | 144 | 11.2% | $5.64万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $56.31万 | 0.08% | 5,723 | -73 | -1.3% | -$7,182 | 减仓 |
| D | DOMINION RESOURCES INC | $56.37万 | 0.08% | 9,118 | -137 | -1.5% | -$8,469 | 减仓 |
| AMRZ | AMRIZE LTD SHS | $56.74万 | 0.08% | 10,128 | -1,452 | -12.5% | -$8.13万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $56.77万 | 0.08% | 12,476 | -1,447 | -10.4% | -$6.58万 | 减仓 |
| F | FORD MOTOR COMPANY | $56.87万 | 0.08% | 49,284 | 900 | 1.9% | $1.04万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $57.12万 | 0.08% | 2,720 | 385 | 16.5% | $8.09万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $57.37万 | 0.08% | 36,658 | 1,154 | 3.3% | $1.81万 | 加仓 |
| MTB | M & T BK CORP COM | $57.76万 | 0.08% | 2,794 | 9 | 0.3% | $1,861 | 加仓 |
| APH | AMPHENOL CORP CL A | $58.53万 | 0.08% | 4,633 | 696 | 17.7% | $8.79万 | 加仓 |
| M | MACYS INC COM | $58.83万 | 0.08% | 32,520 | -950 | -2.8% | -$1.72万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $59.11万 | 0.08% | 2,909 | -254 | -8.0% | -$5.16万 | 减仓 |
| TEL | TE CONNECTIVITY LTD | $59.50万 | 0.08% | 2,847 | -279 | -8.9% | -$5.83万 | 减仓 |
| MAR | MARRIOTT INTL INC | $59.65万 | 0.08% | 1,824 | 95 | 5.5% | $3.11万 | 加仓 |
| EIX | EDISON INTL COM | $59.84万 | 0.08% | 8,177 | 1,742 | 27.1% | $12.75万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $59.95万 | 0.08% | 8,813 | 5,704 | 183.5% | $38.80万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $61.65万 | 0.09% | 9,342 | -121 | -1.3% | -$7,984 | 减仓 |
| PCG | PG&E CORP COM | $61.75万 | 0.09% | 35,144 | 5,930 | 20.3% | $10.42万 | 加仓 |
| TGT | TARGET CORP COM | $61.77万 | 0.09% | 5,096 | 202 | 4.1% | $2.45万 | 加仓 |
| IBRX | IMMUNITYBIO INC COM | $61.86万 | 0.09% | 80,650 | 4,000 | 5.2% | $3.07万 | 加仓 |
| YUM | YUM! BRANDS INC | $62.44万 | 0.09% | 4,016 | 380 | 10.5% | $5.91万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $62.92万 | 0.09% | 13,002 | 1,319 | 11.3% | $6.38万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $62.96万 | 0.09% | 8,753 | -424 | -4.6% | -$3.05万 | 减仓 |
| — | DISCOVERY HLDG CO | $63.76万 | 0.09% | 23,218 | -21,866 | -48.5% | -$60.04万 | 减仓 |
| INTU | INTUIT INC | $63.79万 | 0.09% | 1,475 | -118 | -7.4% | -$5.10万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $64.81万 | 0.09% | 470 | 49 | 11.6% | $6.76万 | 加仓 |
| FCX | FREEPORT MCMORAN COPPER | $64.91万 | 0.09% | 11,043 | 524 | 5.0% | $3.08万 | 加仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $66.12万 | 0.09% | 2,403 | 219 | 10.0% | $6.03万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $66.83万 | 0.09% | 2,470 | 148 | 6.4% | $4.00万 | 加仓 |
| DOW | DOW HLDGS INC COM | $66.89万 | 0.09% | 16,061 | 5,192 | 47.8% | $21.62万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $68.35万 | 0.10% | 5,567 | 1,890 | 51.4% | $23.20万 | 加仓 |
| GPN | GLOBAL PAYMENTS INC | $69.18万 | 0.10% | 10,280 | 1,249 | 13.8% | $8.41万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.72万 | 0.10% | 1,154 | 154 | 15.4% | $9.30万 | 加仓 |
| NOW | SERVICE NOW INC | $69.86万 | 0.10% | 6,682 | -5,997 | -47.3% | -$62.70万 | 减仓 |
| STT | STATE STR CORP COM | $70.01万 | 0.10% | 5,532 | 127 | 2.3% | $1.61万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $71.03万 | 0.10% | 2,070 | -162 | -7.3% | -$5.56万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $73.18万 | 0.10% | 2,068 | 1,570 | 315.3% | $55.56万 | 加仓 |
| ENB | ENBRIDGE INC COM | $73.68万 | 0.10% | 13,609 | -1,175 | -7.9% | -$6.36万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $73.77万 | 0.10% | 4,756 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $73.86万 | 0.10% | 854 | 38 | 4.7% | $3.29万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $73.87万 | 0.10% | 8,003 | -176 | -2.2% | -$1.62万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $74.03万 | 0.10% | 8,137 | 773 | 10.5% | $7.03万 | 加仓 |
| AER | AERCAP HOLDINGS N V SHS | $74.13万 | 0.10% | 5,404 | 255 | 5.0% | $3.50万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $74.25万 | 0.10% | 4,850 | 786 | 19.3% | $12.03万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $75.61万 | 0.11% | 7,364 | -1,738 | -19.1% | -$17.84万 | 减仓 |
| NDAQ | NASDAQ STK MKT INC | $76.53万 | 0.11% | 9,016 | -760 | -7.8% | -$6.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $76.58万 | 0.11% | 5,494 | 649 | 13.4% | $9.05万 | 加仓 |
| BLK | BLACKROCK INC | $76.65万 | 0.11% | 797 | 126 | 18.8% | $12.12万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $77.27万 | 0.11% | 3,807 | -192 | -4.8% | -$3.90万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $80.37万 | 0.11% | 191 | 34 | 21.7% | $14.31万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $80.49万 | 0.11% | 1,892 | 520 | 37.9% | $22.12万 | 加仓 |
| EFX | EQUIFAX INC COM | $80.62万 | 0.11% | 4,477 | 465 | 11.6% | $8.37万 | 加仓 |
| LOW | LOWES COS INC COM | $82.24万 | 0.11% | 3,481 | 123 | 3.7% | $2.91万 | 加仓 |
| CME | CHICAGO MERCANTILE HLDGS INC | $82.35万 | 0.12% | 2,788 | -154 | -5.2% | -$4.55万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $83.88万 | 0.12% | 4,919 | -641 | -11.5% | -$10.93万 | 减仓 |
| ADSK | AUTODESK INC | $83.92万 | 0.12% | 3,506 | -56 | -1.6% | -$1.34万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $85.52万 | 0.12% | 955 | 39 | 4.3% | $3.49万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $85.69万 | 0.12% | 38,518 | -1,888 | -4.7% | -$4.20万 | 减仓 |
| EOG | EOG RESOURCES INC | $87.26万 | 0.12% | 6,036 | -1,029 | -14.6% | -$14.88万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $87.51万 | 0.12% | 11,016 | 86 | 0.8% | $6,832 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $87.99万 | 0.12% | 12,362 | -908 | -6.8% | -$6.46万 | 减仓 |
| ADBE | ADOBE SYS INC | $88.45万 | 0.12% | 3,639 | 1,714 | 89.0% | $41.66万 | 加仓 |
| ALL | ALLSTATE CORP | $89.00万 | 0.12% | 4,292 | 60 | 1.4% | $1.24万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $89.04万 | 0.12% | 11,356 | 3,722 | 48.8% | $29.18万 | 加仓 |
| NEM | NEWMONT CORP COM | $89.35万 | 0.12% | 8,254 | 302 | 3.8% | $3.27万 | 加仓 |
| RY | ROYAL BANK OF CANADA | $89.41万 | 0.13% | 5,526 | -7 | -0.1% | -$1,133 | 减仓 |
| ZBH | ZIMMER HLDGS INC | $89.69万 | 0.13% | 9,919 | 313 | 3.3% | $2.83万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $90.86万 | 0.13% | 2,473 | -191 | -7.2% | -$7.02万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $91.79万 | 0.13% | 487 | 12 | 2.5% | $2.26万 | 加仓 |
| FDX | FEDEX CORP | $92.72万 | 0.13% | 2,603 | 277 | 11.9% | $9.87万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $92.82万 | 0.13% | 4,781 | 431 | 9.9% | $8.37万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $92.84万 | 0.13% | 20,195 | -10 | -0.0% | -$460 | 减仓 |
| ETN | EATON CORP PLC SHS | $93.01万 | 0.13% | 2,600 | -70 | -2.6% | -$2.50万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $93.70万 | 0.13% | 4,590 | 313 | 7.3% | $6.39万 | 加仓 |
| DOV | DOVER CORP COM | $95.16万 | 0.13% | 4,565 | 4 | 0.1% | $834 | 加仓 |
| MS | MORGAN STANLEY | $95.28万 | 0.13% | 5,790 | 449 | 8.4% | $7.39万 | 加仓 |
| QCOM | QUALCOMM INC COM | $95.49万 | 0.13% | 7,415 | -2,050 | -21.7% | -$26.40万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $95.97万 | 0.13% | 3,173 | 481 | 17.9% | $14.55万 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $96.64万 | 0.14% | 2,096 | -3 | -0.1% | -$1,383 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $96.81万 | 0.14% | 7,393 | 144 | 2.0% | $1.89万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $97.15万 | 0.14% | 33,840 | 4,656 | 16.0% | $13.37万 | 加仓 |