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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION COM | $256.66万 | 0.31% | 15,484 | 1,270 | 8.9% | $21.05万 | 加仓 |
| C | CITIGROUP INC | $261.46万 | 0.32% | 18,681 | -384 | -2.0% | -$5.37万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $269.23万 | 0.33% | 26,318 | -3,905 | -12.9% | -$39.95万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $273.66万 | 0.33% | 50,660 | 1,532 | 3.1% | $8.28万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $281.66万 | 0.34% | 3,772 | -265 | -6.6% | -$19.79万 | 减仓 |
| GEV | GE VERNOVA INC COM | $302.56万 | 0.37% | 2,575 | 41 | 1.6% | $4.82万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $303.93万 | 0.37% | 8,132 | 94 | 1.2% | $3.51万 | 加仓 |
| CAT | CATERPILLAR INC COM | $313.19万 | 0.38% | 2,941 | 142 | 5.1% | $15.12万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $321.96万 | 0.39% | 56,504 | 1,705 | 3.1% | $9.72万 | 加仓 |
| ORCL | ORACLE CORPORATION | $322.61万 | 0.39% | 22,014 | 1,806 | 8.9% | $26.47万 | 加仓 |
| NFLX | NETFLIX COM INC | $324.14万 | 0.40% | 45,398 | -5,123 | -10.1% | -$36.58万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $337.41万 | 0.41% | 24,679 | 24,679 | — | $337.41万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $345.97万 | 0.42% | 61,376 | -10,049 | -14.1% | -$56.65万 | 减仓 |
| WMT | WALMART INC COM | $356.40万 | 0.43% | 31,467 | -8 | -0.0% | -$906 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $357.63万 | 0.44% | 39,692 | 962 | 2.5% | $8.67万 | 加仓 |
| MRK | MERCK & CO INC | $371.86万 | 0.45% | 28,939 | 828 | 2.9% | $10.64万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $372.71万 | 0.45% | 73,703 | -1,317 | -1.8% | -$6.66万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $380.94万 | 0.46% | 53,466 | 1,536 | 3.0% | $10.94万 | 加仓 |
| CSCO | CISCO SYS INC | $382.76万 | 0.47% | 32,586 | 427 | 1.3% | $5.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $392.44万 | 0.48% | 15,452 | 301 | 2.0% | $7.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $396.84万 | 0.48% | 7,931 | 308 | 4.0% | $15.41万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $400.05万 | 0.49% | 16,248 | 223 | 1.4% | $5.49万 | 加仓 |
| LLY | ELI LILLY & CO COM | $412.35万 | 0.50% | 3,438 | 254 | 8.0% | $30.46万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $416.54万 | 0.51% | 9,613 | 424 | 4.6% | $18.37万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $424.84万 | 0.52% | 5,673 | -280 | -4.7% | -$20.97万 | 减仓 |
| V | VISA INC | $471.14万 | 0.57% | 13,732 | 400 | 3.0% | $13.72万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $484.42万 | 0.59% | 37,902 | -1,177 | -3.0% | -$15.04万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $487.03万 | 0.59% | 50,428 | -1,513 | -2.9% | -$14.61万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $493.43万 | 0.60% | 6,825 | 116 | 1.7% | $8.39万 | 加仓 |
| INTC | INTEL CORP COM | $512.11万 | 0.62% | 36,676 | 6,089 | 19.9% | $85.02万 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $559.00万 | 0.68% | 222,089 | 32,515 | 17.2% | $81.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $599.58万 | 0.73% | 10,321 | 638 | 6.6% | $37.06万 | 加仓 |
| META | META PLATFORMS INC CL A | $625.15万 | 0.76% | 11,098 | -395 | -3.4% | -$22.25万 | 减仓 |
| VTI | VANGUARD TOTAL STK MKT | $635.30万 | 0.77% | 17,169 | -629 | -3.5% | -$23.27万 | 减仓 |
| TSLA | TESLA MOTORS INC | $708.64万 | 0.86% | 16,848 | 831 | 5.2% | $34.95万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $785.39万 | 0.96% | 20,791 | 1,443 | 7.5% | $54.51万 | 加仓 |
| MU | MICRON TECHNOLOGY | $835.03万 | 1.02% | 7,234 | -2,160 | -23.0% | -$249.33万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,074.70万 | 1.31% | 141,800 | -4,007 | -2.7% | -$30.37万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,078.36万 | 1.31% | 30,520 | 1,404 | 4.8% | $49.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,145.41万 | 1.40% | 34,993 | 1,098 | 3.2% | $35.94万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $1,168.97万 | 1.42% | 230,771 | 5,051 | 2.2% | $25.59万 | 加仓 |
| AMZN | AMAZON.COM INC | $1,199.17万 | 1.46% | 50,314 | 3,727 | 8.0% | $88.83万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1,207.01万 | 1.47% | 82,311 | -4,509 | -5.2% | -$66.12万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1,265.54万 | 1.54% | 276,620 | 13,675 | 5.2% | $62.56万 | 加仓 |
| GQI | NATIXIS GATEWAY QUALITY INCOME ETF | $1,266.24万 | 1.54% | 214,000 | 4,301 | 2.1% | $25.45万 | 加仓 |
| GOOGL | GOOGLE INC | $1,280.95万 | 1.56% | 35,844 | 1,333 | 3.9% | $47.64万 | 加仓 |
| MSFT | MICROSOFT | $1,461.22万 | 1.78% | 39,173 | 4,101 | 11.7% | $152.97万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2,218.22万 | 2.70% | 836,433 | 22,069 | 2.7% | $58.53万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $2,223.43万 | 2.71% | 336,730 | 3,388 | 1.0% | $22.37万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $2,306.80万 | 2.81% | 226,780 | 1,153 | 0.5% | $11.73万 | 加仓 |
| NVDA | NVIDIA CORP | $2,462.11万 | 3.00% | 123,050 | 242 | 0.2% | $4.84万 | 加仓 |
| AAPL | APPLE INC | $2,607.29万 | 3.18% | 90,105 | 5,527 | 6.5% | $159.93万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,699.26万 | 3.29% | 164,319 | -4,952 | -2.9% | -$81.35万 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $2,875.81万 | 3.51% | 394,487 | 7,781 | 2.0% | $56.72万 | 加仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $3,675.81万 | 4.48% | 860,443 | 7,769 | 0.9% | $33.19万 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $7,005.70万 | 8.54% | 732,660 | 10,244 | 1.4% | $97.95万 | 加仓 |