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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES S&P 500 INDEX | $388.83万 | 0.54% | 5,953 | 125 | 2.1% | $8.16万 | 加仓 |
| WMT | WALMART INC COM | $391.17万 | 0.55% | 31,475 | 493 | 1.6% | $6.13万 | 加仓 |
| V | VISA INC | $402.96万 | 0.56% | 13,332 | 412 | 3.2% | $12.45万 | 加仓 |
| — | EXXON MOBIL CORP COM | $403.87万 | 0.56% | 23,805 | 584 | 2.5% | $9.91万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $428.65万 | 0.60% | 39,079 | -2,733 | -6.5% | -$29.98万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $469.95万 | 0.66% | 189,574 | 9,004 | 5.0% | $22.32万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $470.22万 | 0.66% | 51,941 | -3,468 | -6.3% | -$31.40万 | 减仓 |
| NFLX | NETFLIX COM INC | $485.76万 | 0.68% | 50,521 | 10,513 | 26.3% | $101.08万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $570.99万 | 0.80% | 17,798 | -206 | -1.1% | -$6.61万 | 减仓 |
| TSLA | TESLA MOTORS INC | $595.42万 | 0.83% | 16,017 | -63 | -0.4% | -$2.34万 | 减仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $598.84万 | 0.84% | 19,348 | 563 | 3.0% | $17.43万 | 加仓 |
| META | META PLATFORMS INC CL A | $657.57万 | 0.92% | 11,493 | 506 | 4.6% | $28.95万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $835.21万 | 1.17% | 29,116 | 180 | 0.6% | $5.16万 | 加仓 |
| AMZN | AMAZON.COM INC | $970.26万 | 1.36% | 46,587 | -597 | -1.3% | -$12.43万 | 减仓 |
| GOOGL | GOOGLE INC | $992.41万 | 1.39% | 34,511 | 144 | 0.4% | $4.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $997.05万 | 1.39% | 33,895 | 331 | 1.0% | $9.74万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,023.27万 | 1.43% | 145,807 | -23,616 | -13.9% | -$165.74万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1,038.11万 | 1.45% | 262,945 | 262,945 | — | $1,038.11万 | 新建仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $1,128.37万 | 1.58% | 225,720 | -229 | -0.1% | -$1.14万 | 减仓 |
| GQI | NATIXIS GATEWAY QUALITY INCOME ETF | $1,150.16万 | 1.61% | 209,699 | -20,475 | -8.9% | -$112.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $1,254.03万 | 1.75% | 86,820 | 5,075 | 6.2% | $73.30万 | 加仓 |
| MSFT | MICROSOFT | $1,298.27万 | 1.82% | 35,072 | -73 | -0.2% | -$2.70万 | 减仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $1,781.05万 | 2.49% | 333,342 | 5,198 | 1.6% | $27.77万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $2,113.35万 | 2.96% | 386,706 | 386,706 | — | $2,113.35万 | 新建仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2,133.63万 | 2.98% | 814,364 | 47,090 | 6.1% | $123.38万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $2,137.37万 | 2.99% | 225,627 | 2,994 | 1.3% | $28.36万 | 加仓 |
| NVDA | NVIDIA CORP | $2,141.77万 | 2.99% | 122,808 | 8,427 | 7.4% | $146.97万 | 加仓 |
| AAPL | APPLE INC | $2,146.49万 | 3.00% | 84,578 | -1,455 | -1.7% | -$36.93万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,410.92万 | 3.37% | 169,271 | -8,713 | -4.9% | -$124.10万 | 减仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $3,394.50万 | 4.75% | 852,674 | -467 | -0.1% | -$1.86万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6,345.70万 | 8.87% | 722,416 | -95,909 | -11.7% | -$842.46万 | 减仓 |