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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $45.51万 | 0.06% | 1,916 | 36 | 1.9% | $8,551 | 加仓 |
| DHR | DANAHER CORP | $46.20万 | 0.06% | 2,425 | 283 | 13.2% | $5.39万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $47.23万 | 0.06% | 2,898 | -51 | -1.7% | -$8,312 | 减仓 |
| THO | THOR INDS INC | $47.24万 | 0.06% | 6,285 | -254 | -3.9% | -$1.91万 | 减仓 |
| FTNT | FORTINET INC COM | $47.29万 | 0.06% | 3,078 | -810 | -20.8% | -$12.44万 | 减仓 |
| CSX | CSX CORP | $47.73万 | 0.06% | 10,043 | -1,873 | -15.7% | -$8.90万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $48.23万 | 0.06% | 4,224 | -626 | -12.9% | -$7.15万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $48.24万 | 0.06% | 6,314 | 63 | 1.0% | $4,813 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $48.53万 | 0.06% | 5,623 | -51 | -0.9% | -$4,402 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $49.53万 | 0.06% | 10,981 | -279 | -2.5% | -$1.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $49.74万 | 0.06% | 5,482 | -1,882 | -25.6% | -$17.08万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $49.93万 | 0.06% | 9,094 | -84 | -0.9% | -$4,612 | 减仓 |
| PWR | QUANTA SERVICES INC | $50.15万 | 0.06% | 696 | 37 | 5.6% | $2.67万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $50.97万 | 0.06% | 11,942 | 5,691 | 91.0% | $24.29万 | 加仓 |
| HPQ | HP INC COM | $51.50万 | 0.06% | 23,472 | 952 | 4.2% | $2.09万 | 加仓 |
| BNS | BANK OF NOVA SCOTIA CMN | $51.51万 | 0.06% | 5,932 | 441 | 8.0% | $3.83万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $52.23万 | 0.06% | 1,580 | 178 | 12.7% | $5.88万 | 加仓 |
| TER | TERADYNE INC COM | $52.88万 | 0.06% | 1,093 | 58 | 5.6% | $2.81万 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $53.27万 | 0.06% | 9,994 | -134 | -1.3% | -$7,142 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $53.31万 | 0.06% | 1,818 | 338 | 22.8% | $9.91万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $53.55万 | 0.07% | 3,452 | -355 | -9.3% | -$5.51万 | 减仓 |
| MCO | MOODYS CORP | $53.58万 | 0.07% | 1,183 | 61 | 5.4% | $2.76万 | 加仓 |
| MAS | MASCO CORP COM | $54.07万 | 0.07% | 6,645 | 135 | 2.1% | $1.10万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $54.08万 | 0.07% | 3,740 | -6 | -0.2% | -$868 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $54.59万 | 0.07% | 1,455 | 129 | 9.7% | $4.84万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $54.85万 | 0.07% | 1,077 | -77 | -6.7% | -$3.92万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $55.17万 | 0.07% | 13,102 | 100 | 0.8% | $4,211 | 加仓 |
| DVN | DEVON ENERGY CORP | $55.51万 | 0.07% | 13,433 | 9,064 | 207.5% | $37.45万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $56.15万 | 0.07% | 3,693 | -94 | -2.5% | -$1.43万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $56.21万 | 0.07% | 2,573 | -256 | -9.0% | -$5.59万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $56.45万 | 0.07% | 822 | -4 | -0.5% | -$2,747 | 减仓 |
| MCK | MCKESSON CORP | $57.47万 | 0.07% | 761 | -93 | -10.9% | -$7.02万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $57.73万 | 0.07% | 18,207 | 20 | 0.1% | $634 | 加仓 |
| TMUS | T-MOBILE US INC COM | $57.91万 | 0.07% | 3,453 | 733 | 26.9% | $12.29万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $58.00万 | 0.07% | 5,749 | -745 | -11.5% | -$7.52万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $58.03万 | 0.07% | 6,697 | -211 | -3.1% | -$1.83万 | 减仓 |
| PCG | PG&E CORP COM | $58.09万 | 0.07% | 34,536 | -608 | -1.7% | -$1.02万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $58.98万 | 0.07% | 1,743 | -325 | -15.7% | -$11.00万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $59.39万 | 0.07% | 10,796 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $60.49万 | 0.07% | 1,832 | -72 | -3.8% | -$2.38万 | 减仓 |
| CME | CHICAGO MERCANTILE HLDGS INC | $60.51万 | 0.07% | 2,740 | -48 | -1.7% | -$1.06万 | 减仓 |
| CDW | CDW CORP COM | $60.59万 | 0.07% | 4,308 | 1 | 0.0% | $141 | 加仓 |
| TEL | TE CONNECTIVITY LTD | $60.82万 | 0.07% | 3,017 | 170 | 6.0% | $3.43万 | 加仓 |
| SO | SOUTHERN CO COM | $61.13万 | 0.07% | 6,387 | 656 | 11.4% | $6.28万 | 加仓 |
| EIX | EDISON INTL COM | $61.14万 | 0.07% | 8,212 | 35 | 0.4% | $2,606 | 加仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $61.16万 | 0.07% | 12,234 | -242 | -1.9% | -$1.21万 | 减仓 |
| GLW | CORNING INC COM | $61.64万 | 0.08% | 2,413 | -45 | -1.8% | -$1.15万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $61.76万 | 0.08% | 5,745 | 22 | 0.4% | $2,365 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $61.92万 | 0.08% | 11,710 | -15,292 | -56.6% | -$80.86万 | 减仓 |
| PSX | PHILLIPS 66 | $62.18万 | 0.08% | 3,678 | -4,867 | -57.0% | -$82.28万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $62.23万 | 0.08% | 8,003 | -134 | -1.6% | -$1.04万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $62.32万 | 0.08% | 1,530 | -362 | -19.1% | -$14.75万 | 减仓 |
| YUM | YUM! BRANDS INC | $62.55万 | 0.08% | 3,913 | -103 | -2.6% | -$1.65万 | 减仓 |
| AON | AON CORP | $63.16万 | 0.08% | 1,904 | 604 | 46.5% | $20.04万 | 加仓 |
| CNC | CENTENE CORP DEL | $63.37万 | 0.08% | 9,872 | -492 | -4.7% | -$3.16万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | $64.07万 | 0.08% | 30,352 | 13,897 | 84.5% | $29.34万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $64.30万 | 0.08% | 1,441 | 545 | 60.8% | $24.32万 | 加仓 |
| TD | TORONTO DOMINION BANK | $64.82万 | 0.08% | 5,338 | -171 | -3.1% | -$2.08万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $64.93万 | 0.08% | 8,538 | -275 | -3.1% | -$2.09万 | 减仓 |
| JBHT | JB HUNT TRANSPORT SERVICES | $65.24万 | 0.08% | 2,254 | 72 | 3.3% | $2.08万 | 加仓 |
| NEM | NEWMONT CORP COM | $65.34万 | 0.08% | 6,996 | -1,258 | -15.2% | -$11.75万 | 减仓 |
| IYW | ISHARES DJ US TECHNOLOGY | $65.76万 | 0.08% | 2,607 | -132 | -4.8% | -$3.33万 | 减仓 |
| ROST | ROSS STORES INC | $66.09万 | 0.08% | 3,105 | 575 | 22.7% | $12.24万 | 加仓 |
| ADSK | AUTODESK INC | $66.52万 | 0.08% | 3,422 | -84 | -2.4% | -$1.63万 | 减仓 |
| BMO | BANK OF MONTREAL | $66.65万 | 0.08% | 3,772 | -212 | -5.3% | -$3.75万 | 减仓 |
| CBRE | CBRE GROUP INC A | $66.69万 | 0.08% | 4,952 | 845 | 20.6% | $11.38万 | 加仓 |
| ADBE | ADOBE SYS INC | $66.83万 | 0.08% | 3,260 | -379 | -10.4% | -$7.77万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $66.97万 | 0.08% | 1,363 | 31 | 2.3% | $1.52万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $67.82万 | 0.08% | 1,915 | -155 | -7.5% | -$5.49万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $67.93万 | 0.08% | 5,376 | -118 | -2.1% | -$1.49万 | 减仓 |
| CMI | CUMMINS INC COM | $68.10万 | 0.08% | 955 | 19 | 2.0% | $1.35万 | 加仓 |
| MTB | M & T BK CORP COM | $68.22万 | 0.08% | 2,866 | 72 | 2.6% | $1.71万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $68.50万 | 0.08% | 9,521 | 179 | 1.9% | $1.29万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $68.84万 | 0.08% | 3,074 | 165 | 5.7% | $3.70万 | 加仓 |
| NDAQ | NASDAQ STK MKT INC | $68.93万 | 0.08% | 8,745 | -271 | -3.0% | -$2.14万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $69.17万 | 0.08% | 39,011 | 2,353 | 6.4% | $4.17万 | 加仓 |
| — | WISDOMTREE TRUE EMERGING MARKETS FUND | $70.20万 | 0.09% | 22,143 | -10,799 | -32.8% | -$34.23万 | 减仓 |
| MAR | MARRIOTT INTL INC | $70.22万 | 0.09% | 1,895 | 71 | 3.9% | $2.63万 | 加仓 |
| UBS | UBS AG NEW F | $70.36万 | 0.09% | 14,196 | -26 | -0.2% | -$1,289 | 减仓 |
| IBRX | IMMUNITYBIO INC COM | $71.12万 | 0.09% | 81,230 | 580 | 0.7% | $5,078 | 加仓 |
| T | AT&T INC COM | $72.95万 | 0.09% | 35,241 | -169 | -0.5% | -$3,498 | 减仓 |
| FCX | FREEPORT MCMORAN COPPER | $74.35万 | 0.09% | 11,822 | 779 | 7.1% | $4.90万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $75.19万 | 0.09% | 8,165 | 162 | 2.0% | $1.49万 | 加仓 |
| LOW | LOWES COS INC COM | $75.24万 | 0.09% | 3,413 | -68 | -2.0% | -$1.50万 | 减仓 |
| STT | STATE STR CORP COM | $75.64万 | 0.09% | 4,460 | -1,072 | -19.4% | -$18.18万 | 减仓 |
| EFX | EQUIFAX INC COM | $76.35万 | 0.09% | 4,810 | 333 | 7.4% | $5.29万 | 加仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $76.71万 | 0.09% | 2,416 | 13 | 0.5% | $4,128 | 加仓 |
| ENB | ENBRIDGE INC COM | $77.06万 | 0.09% | 14,215 | 606 | 4.5% | $3.29万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $77.07万 | 0.09% | 34,717 | -3,801 | -9.9% | -$8.44万 | 减仓 |
| GPN | GLOBAL PAYMENTS INC | $77.82万 | 0.09% | 10,725 | 445 | 4.3% | $3.23万 | 加仓 |
| SYY | SYSCO CORP COM | $78.91万 | 0.10% | 9,441 | 9,441 | — | $78.91万 | 新建仓 |
| BLK | BLACKROCK INC | $79.05万 | 0.10% | 822 | 25 | 3.1% | $2.40万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $79.18万 | 0.10% | 4,751 | -1,786 | -27.3% | -$29.77万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $79.49万 | 0.10% | 12,419 | 57 | 0.5% | $3,649 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $79.66万 | 0.10% | 4,469 | -306 | -6.4% | -$5.45万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $80.36万 | 0.10% | 10,315 | -1,041 | -9.2% | -$8.11万 | 减仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $82.33万 | 0.10% | 6,616 | 1,636 | 32.9% | $20.36万 | 加仓 |
| AER | AERCAP HOLDINGS N V SHS | $82.35万 | 0.10% | 5,649 | 245 | 4.5% | $3.57万 | 加仓 |
| RH | RH COM | $82.55万 | 0.10% | 5,011 | 3,000 | 149.2% | $49.42万 | 加仓 |
| ZBH | ZIMMER HLDGS INC | $82.67万 | 0.10% | 9,603 | -316 | -3.2% | -$2.72万 | 减仓 |