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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC COM | $82.86万 | 0.10% | 34,409 | -5,412 | -13.6% | -$13.03万 | 减仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $83.01万 | 0.10% | 2,087 | -9 | -0.4% | -$3,580 | 减仓 |
| FDX | FEDEX CORP | $84.33万 | 0.10% | 2,693 | 90 | 3.5% | $2.82万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $86.94万 | 0.11% | 10,827 | -189 | -1.7% | -$1.52万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $89.46万 | 0.11% | 4,756 | 0 | 0.0% | — | 不变 |
| — | MAN ACTIVE INCOME ETF | $89.51万 | 0.11% | 34,974 | 34,974 | — | $89.51万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $89.68万 | 0.11% | 1,438 | -114 | -7.3% | -$7.11万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $94.56万 | 0.12% | 4,447 | -143 | -3.1% | -$3.04万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $95.79万 | 0.12% | 7,567 | 174 | 2.4% | $2.20万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $96.18万 | 0.12% | 983 | 28 | 2.9% | $2.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $96.57万 | 0.12% | 2,855 | -318 | -10.0% | -$10.76万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $97.55万 | 0.12% | 5,049 | 130 | 2.6% | $2.51万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $97.60万 | 0.12% | 3,734 | -191 | -4.9% | -$4.99万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $99.67万 | 0.12% | 479 | -8 | -1.6% | -$1.66万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $100.66万 | 0.12% | 20,204 | 9 | 0.0% | $448 | 加仓 |
| DOV | DOVER CORP COM | $101.82万 | 0.12% | 4,540 | -25 | -0.5% | -$5,607 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $102.27万 | 0.12% | 11,652 | 260 | 2.3% | $2.28万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $102.27万 | 0.12% | 516 | 46 | 9.8% | $9.12万 | 加仓 |
| ALL | ALLSTATE CORP | $102.66万 | 0.13% | 4,315 | 23 | 0.5% | $5,472 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $102.74万 | 0.13% | 20,312 | -631 | -3.0% | -$3.19万 | 减仓 |
| USMV | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $104.15万 | 0.13% | 10,797 | -252 | -2.3% | -$2.43万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $105.12万 | 0.13% | 2,097 | 117 | 5.9% | $5.86万 | 加仓 |
| PEP | PEPSICO INC COM | $105.36万 | 0.13% | 7,781 | -887 | -10.2% | -$12.01万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $105.61万 | 0.13% | 14,170 | 481 | 3.5% | $3.58万 | 加仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $106.29万 | 0.13% | 12,091 | -274 | -2.2% | -$2.41万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $106.41万 | 0.13% | 1,394 | 286 | 25.8% | $21.83万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $107.85万 | 0.13% | 25,472 | 793 | 3.2% | $3.36万 | 加仓 |
| RY | ROYAL BANK OF CANADA | $108.23万 | 0.13% | 5,229 | -297 | -5.4% | -$6.15万 | 减仓 |
| MPC | MARATHON PETE CORP | $109.01万 | 0.13% | 4,264 | -1,436 | -25.2% | -$36.71万 | 减仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $111.23万 | 0.14% | 32,586 | 32,586 | — | $111.23万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $111.85万 | 0.14% | 9,085 | -178 | -1.9% | -$2.19万 | 减仓 |
| QCOM | QUALCOMM INC COM | $112.51万 | 0.14% | 6,088 | -1,327 | -17.9% | -$24.52万 | 减仓 |
| GM | GENERAL MOTORS CORP | $112.63万 | 0.14% | 14,612 | -431 | -2.9% | -$3.32万 | 减仓 |
| FISV | FISERV INC | $115.02万 | 0.14% | 23,449 | -22 | -0.1% | -$1,079 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $115.77万 | 0.14% | 6,815 | 1,248 | 22.4% | $21.20万 | 加仓 |
| CTAS | CINTAS CORP | $115.82万 | 0.14% | 6,809 | 33 | 0.5% | $5,613 | 加仓 |
| KE | KIMBALL ELECTRONICS INC COM | $116.15万 | 0.14% | 45,373 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $116.43万 | 0.14% | 25,339 | -1,094 | -4.1% | -$5.03万 | 减仓 |
| APH | AMPHENOL CORP CL A | $120.03万 | 0.15% | 6,808 | 2,175 | 46.9% | $38.35万 | 加仓 |
| SNDK | SANDISK CORP COM | $122.91万 | 0.15% | 541 | 72 | 15.4% | $16.36万 | 加仓 |
| AMGN | AMGEN INC | $123.38万 | 0.15% | 3,407 | 26 | 0.8% | $9,415 | 加仓 |
| DE | DEERE & CO COM | $126.36万 | 0.15% | 1,992 | 97 | 5.1% | $6.15万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $126.82万 | 0.15% | 10,870 | -3,767 | -25.7% | -$43.95万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $126.93万 | 0.15% | 13,756 | -97 | -0.7% | -$8,950 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $128.00万 | 0.16% | 2,004 | -67 | -3.2% | -$4.28万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $128.01万 | 0.16% | 3,082 | 223 | 7.8% | $9.26万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $129.13万 | 0.16% | 11,309 | -88 | -0.8% | -$1.00万 | 减仓 |
| ETN | EATON CORP PLC SHS | $129.85万 | 0.16% | 3,047 | 447 | 17.2% | $19.05万 | 加仓 |
| NKE | NIKE INC CLASS B | $129.88万 | 0.16% | 31,638 | 4,833 | 18.0% | $19.84万 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $130.07万 | 0.16% | 24,729 | -575 | -2.3% | -$3.02万 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $131.75万 | 0.16% | 40,254 | -3,611 | -8.2% | -$11.82万 | 减仓 |
| LIN | LINDE PLC SHS | $133.54万 | 0.16% | 2,573 | 50 | 2.0% | $2.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $133.92万 | 0.16% | 13,105 | 56 | 0.4% | $5,723 | 加仓 |
| MS | MORGAN STANLEY | $134.81万 | 0.16% | 6,449 | 659 | 11.4% | $13.78万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $136.67万 | 0.17% | 3,534 | 37 | 1.1% | $1.43万 | 加仓 |
| DIS | DISNEY WALT CO COM | $137.56万 | 0.17% | 14,292 | 1,431 | 11.1% | $13.77万 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $139.17万 | 0.17% | 1,442 | 10 | 0.7% | $9,651 | 加仓 |
| MNST | MONSTER BEVERAGE CORP | $140.76万 | 0.17% | 14,644 | -389 | -2.6% | -$3.74万 | 减仓 |
| GLD | SPDR GOLD ETF | $143.90万 | 0.18% | 3,906 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $144.50万 | 0.18% | 5,346 | -443 | -7.7% | -$11.97万 | 减仓 |
| TRGP | TARGA RES CORP COM | $146.07万 | 0.18% | 5,448 | -204 | -3.6% | -$5.47万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $147.94万 | 0.18% | 13,106 | 944 | 7.8% | $10.66万 | 加仓 |
| CTVA | CORTEVA INC COM | $149.50万 | 0.18% | 17,653 | -683 | -3.7% | -$5.78万 | 减仓 |
| CB | CHUBB LIMITED COM | $150.04万 | 0.18% | 4,403 | 75 | 1.7% | $2.56万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $151.17万 | 0.18% | 26,235 | -923 | -3.4% | -$5.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $153.11万 | 0.19% | 3,684 | 1,214 | 49.1% | $50.45万 | 加仓 |
| — | MAN ACTIVE HIGH YIELD ETF | $153.74万 | 0.19% | 60,554 | 60,554 | — | $153.74万 | 新建仓 |
| FFBC | 1ST FINL BANCORP COM | $155.39万 | 0.19% | 45,933 | 32,235 | 235.3% | $109.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS IN | $155.90万 | 0.19% | 3,139 | -5 | -0.2% | -$2,483 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $165.04万 | 0.20% | 4,155 | 186 | 4.7% | $7.39万 | 加仓 |
| RTX | RTX CORPORATION COM | $166.82万 | 0.20% | 8,793 | 267 | 3.1% | $5.07万 | 加仓 |
| TJX | TJX COS INC NEW COM | $168.51万 | 0.21% | 11,123 | -15 | -0.1% | -$2,272 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $170.34万 | 0.21% | 5,715 | 934 | 19.5% | $27.84万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL CMN | $172.83万 | 0.21% | 18,453 | -1,479 | -7.4% | -$13.85万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $173.18万 | 0.21% | 43,156 | 1,381 | 3.3% | $5.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $177.69万 | 0.22% | 1,757 | 22 | 1.3% | $2.22万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $179.45万 | 0.22% | 17,262 | -646 | -3.6% | -$6.72万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $179.69万 | 0.22% | 1,921 | 12 | 0.6% | $1.12万 | 加仓 |
| SNA | SNAP ON INC COM | $180.44万 | 0.22% | 4,484 | -195 | -4.2% | -$7.85万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $180.49万 | 0.22% | 25,822 | 1,513 | 6.2% | $10.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $181.31万 | 0.22% | 10,022 | 41 | 0.4% | $7,417 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $186.64万 | 0.23% | 13,043 | -336 | -2.5% | -$4.81万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $187.04万 | 0.23% | 9,323 | 1,409 | 17.8% | $28.27万 | 加仓 |
| QQQ | POWERSHARES QQQ TR | $189.08万 | 0.23% | 2,568 | -7 | -0.3% | -$5,154 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $189.13万 | 0.23% | 5,546 | 2,099 | 60.9% | $71.58万 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $192.69万 | 0.23% | 6,852 | 482 | 7.6% | $13.55万 | 加仓 |
| MA | MASTERCARD INC | $201.33万 | 0.25% | 3,920 | 146 | 3.9% | $7.50万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $204.95万 | 0.25% | 24,801 | 2,857 | 13.0% | $23.61万 | 加仓 |
| CRM | SALESFORCE COM | $205.61万 | 0.25% | 13,125 | 1,746 | 15.3% | $27.35万 | 加仓 |
| UNP | UNION PAC CORP COM | $210.05万 | 0.26% | 7,723 | 394 | 5.4% | $10.72万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $213.11万 | 0.26% | 252,500 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $219.78万 | 0.27% | 36,937 | 1,170 | 3.3% | $6.96万 | 加仓 |
| USB | US BANCORP COM NEW | $220.30万 | 0.27% | 36,474 | 361 | 1.0% | $2.18万 | 加仓 |
| HD | HOME DEPOT | $228.55万 | 0.28% | 6,480 | 663 | 11.4% | $23.38万 | 加仓 |
| BA | BOEING CO COM | $229.68万 | 0.28% | 10,610 | 399 | 3.9% | $8.64万 | 加仓 |
| KO | COCA COLA CO COM | $229.87万 | 0.28% | 28,285 | 457 | 1.6% | $3.71万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $232.13万 | 0.28% | 91,245 | -1,340 | -1.4% | -$3.41万 | 减仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $232.63万 | 0.28% | 53,221 | 1,648 | 3.2% | $7.20万 | 加仓 |
| KLAC | KLA-TENCOR CORP | $242.82万 | 0.30% | 8,048 | 508 | 6.7% | $15.33万 | 加仓 |
| ABBV | ABBVIE INC COM | $251.21万 | 0.31% | 9,983 | 890 | 9.8% | $22.40万 | 加仓 |