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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC COM | $126.28万 | 0.18% | 3,969 | 502 | 14.5% | $15.97万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $125.72万 | 0.18% | 12,162 | 1,420 | 13.2% | $14.68万 | 加仓 |
| LIN | LINDE PLC SHS | $125.09万 | 0.17% | 2,523 | 602 | 31.3% | $29.85万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $124.09万 | 0.17% | 2,859 | 102 | 3.7% | $4.43万 | 加仓 |
| DIS | DISNEY WALT CO COM | $123.95万 | 0.17% | 12,861 | -1,433 | -10.0% | -$13.81万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $123.89万 | 0.17% | 24,679 | 5,277 | 27.2% | $26.49万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $119.90万 | 0.17% | 1,552 | 167 | 12.1% | $12.90万 | 加仓 |
| AMGN | AMGEN INC | $118.96万 | 0.17% | 3,381 | 277 | 8.9% | $9.75万 | 加仓 |
| SBUX | STARBUCKS CORP | $116.91万 | 0.16% | 13,049 | 1,357 | 11.6% | $12.16万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $115.50万 | 0.16% | 43,865 | -3,089 | -6.6% | -$8.13万 | 减仓 |
| CTAS | CINTAS CORP | $114.60万 | 0.16% | 6,776 | -7 | -0.1% | -$1,184 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $114.11万 | 0.16% | 3,925 | 112 | 2.9% | $3.26万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $113.38万 | 0.16% | 6,537 | 4,879 | 294.3% | $84.62万 | 加仓 |
| GM | GENERAL MOTORS CORP | $112.07万 | 0.16% | 15,043 | -1,704 | -10.2% | -$12.70万 | 减仓 |
| PFE | PFIZER INC COM | $111.82万 | 0.16% | 39,821 | 7,141 | 21.9% | $20.05万 | 加仓 |
| KLAC | KLA-TENCOR CORP | $111.07万 | 0.16% | 754 | 187 | 33.0% | $27.55万 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $110.20万 | 0.15% | 27,002 | -6,299 | -18.9% | -$25.71万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP | $108.93万 | 0.15% | 15,033 | 438 | 3.0% | $3.17万 | 加仓 |
| KE | KIMBALL ELECTRONICS INC COM | $107.49万 | 0.15% | 45,373 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $106.75万 | 0.15% | 1,895 | -1,163 | -38.0% | -$65.51万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $105.81万 | 0.15% | 11,392 | 784 | 7.4% | $7.28万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $104.48万 | 0.15% | 20,943 | -3,637 | -14.8% | -$18.14万 | 减仓 |
| ALLY | ALLY FINL INC COM | $103.70万 | 0.15% | 26,433 | 2,860 | 12.1% | $11.22万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $103.01万 | 0.14% | 13,689 | 1 | 0.0% | $75 | 加仓 |
| — | WISDOMTREE TRUE EMERGING MARKETS FUND | $102.78万 | 0.14% | 32,942 | -598,932 | -94.8% | -$1,868.68万 | 减仓 |
| T | AT&T INC COM | $102.65万 | 0.14% | 35,410 | 3,686 | 11.6% | $10.69万 | 加仓 |
| USMV | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $102.46万 | 0.14% | 11,049 | -11,271 | -50.5% | -$104.52万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $102.37万 | 0.14% | 3,497 | -319 | -8.4% | -$9.34万 | 减仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $98.74万 | 0.14% | 4,980 | 2,735 | 121.8% | $54.23万 | 加仓 |
| — | HONEYWELL INTL INC | $97.56万 | 0.14% | 4,316 | 1,226 | 39.7% | $27.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $97.30万 | 0.14% | 1,980 | -78 | -3.8% | -$3.83万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $97.15万 | 0.14% | 33,840 | 4,656 | 16.0% | $13.37万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $96.81万 | 0.14% | 7,393 | 144 | 2.0% | $1.89万 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $96.64万 | 0.14% | 2,096 | -3 | -0.1% | -$1,383 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $95.97万 | 0.13% | 3,173 | 481 | 17.9% | $14.55万 | 加仓 |
| QCOM | QUALCOMM INC COM | $95.49万 | 0.13% | 7,415 | -2,050 | -21.7% | -$26.40万 | 减仓 |
| MS | MORGAN STANLEY | $95.28万 | 0.13% | 5,790 | 449 | 8.4% | $7.39万 | 加仓 |
| DOV | DOVER CORP COM | $95.16万 | 0.13% | 4,565 | 4 | 0.1% | $834 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $93.70万 | 0.13% | 4,590 | 313 | 7.3% | $6.39万 | 加仓 |
| ETN | EATON CORP PLC SHS | $93.01万 | 0.13% | 2,600 | -70 | -2.6% | -$2.50万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $92.84万 | 0.13% | 20,195 | -10 | -0.0% | -$460 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $92.82万 | 0.13% | 4,781 | 431 | 9.9% | $8.37万 | 加仓 |
| FDX | FEDEX CORP | $92.72万 | 0.13% | 2,603 | 277 | 11.9% | $9.87万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $91.79万 | 0.13% | 487 | 12 | 2.5% | $2.26万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $90.86万 | 0.13% | 2,473 | -191 | -7.2% | -$7.02万 | 减仓 |
| ZBH | ZIMMER HLDGS INC | $89.69万 | 0.13% | 9,919 | 313 | 3.3% | $2.83万 | 加仓 |
| RY | ROYAL BANK OF CANADA | $89.41万 | 0.13% | 5,526 | -7 | -0.1% | -$1,133 | 减仓 |
| NEM | NEWMONT CORP COM | $89.35万 | 0.12% | 8,254 | 302 | 3.8% | $3.27万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $89.04万 | 0.12% | 11,356 | 3,722 | 48.8% | $29.18万 | 加仓 |
| ALL | ALLSTATE CORP | $89.00万 | 0.12% | 4,292 | 60 | 1.4% | $1.24万 | 加仓 |
| ADBE | ADOBE SYS INC | $88.45万 | 0.12% | 3,639 | 1,714 | 89.0% | $41.66万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $87.99万 | 0.12% | 12,362 | -908 | -6.8% | -$6.46万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $87.51万 | 0.12% | 11,016 | 86 | 0.8% | $6,832 | 加仓 |
| EOG | EOG RESOURCES INC | $87.26万 | 0.12% | 6,036 | -1,029 | -14.6% | -$14.88万 | 减仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $85.69万 | 0.12% | 38,518 | -1,888 | -4.7% | -$4.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $85.52万 | 0.12% | 955 | 39 | 4.3% | $3.49万 | 加仓 |
| ADSK | AUTODESK INC | $83.92万 | 0.12% | 3,506 | -56 | -1.6% | -$1.34万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $83.88万 | 0.12% | 4,919 | -641 | -11.5% | -$10.93万 | 减仓 |
| CME | CHICAGO MERCANTILE HLDGS INC | $82.35万 | 0.12% | 2,788 | -154 | -5.2% | -$4.55万 | 减仓 |
| LOW | LOWES COS INC COM | $82.24万 | 0.11% | 3,481 | 123 | 3.7% | $2.91万 | 加仓 |
| EFX | EQUIFAX INC COM | $80.62万 | 0.11% | 4,477 | 465 | 11.6% | $8.37万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $80.49万 | 0.11% | 1,892 | 520 | 37.9% | $22.12万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $80.37万 | 0.11% | 191 | 34 | 21.7% | $14.31万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $77.27万 | 0.11% | 3,807 | -192 | -4.8% | -$3.90万 | 减仓 |
| BLK | BLACKROCK INC | $76.65万 | 0.11% | 797 | 126 | 18.8% | $12.12万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $76.58万 | 0.11% | 5,494 | 649 | 13.4% | $9.05万 | 加仓 |
| NDAQ | NASDAQ STK MKT INC | $76.53万 | 0.11% | 9,016 | -760 | -7.8% | -$6.45万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $75.61万 | 0.11% | 7,364 | -1,738 | -19.1% | -$17.84万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $74.25万 | 0.10% | 4,850 | 786 | 19.3% | $12.03万 | 加仓 |
| AER | AERCAP HOLDINGS N V SHS | $74.13万 | 0.10% | 5,404 | 255 | 5.0% | $3.50万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $74.03万 | 0.10% | 8,137 | 773 | 10.5% | $7.03万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $73.87万 | 0.10% | 8,003 | -176 | -2.2% | -$1.62万 | 减仓 |
| MCK | MCKESSON CORP | $73.86万 | 0.10% | 854 | 38 | 4.7% | $3.29万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $73.77万 | 0.10% | 4,756 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $73.68万 | 0.10% | 13,609 | -1,175 | -7.9% | -$6.36万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $73.18万 | 0.10% | 2,068 | 1,570 | 315.3% | $55.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $71.03万 | 0.10% | 2,070 | -162 | -7.3% | -$5.56万 | 减仓 |
| STT | STATE STR CORP COM | $70.01万 | 0.10% | 5,532 | 127 | 2.3% | $1.61万 | 加仓 |
| NOW | SERVICE NOW INC | $69.86万 | 0.10% | 6,682 | -5,997 | -47.3% | -$62.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.72万 | 0.10% | 1,154 | 154 | 15.4% | $9.30万 | 加仓 |
| GPN | GLOBAL PAYMENTS INC | $69.18万 | 0.10% | 10,280 | 1,249 | 13.8% | $8.41万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $68.35万 | 0.10% | 5,567 | 1,890 | 51.4% | $23.20万 | 加仓 |
| DOW | DOW HLDGS INC COM | $66.89万 | 0.09% | 16,061 | 5,192 | 47.8% | $21.62万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $66.83万 | 0.09% | 2,470 | 148 | 6.4% | $4.00万 | 加仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $66.12万 | 0.09% | 2,403 | 219 | 10.0% | $6.03万 | 加仓 |
| FCX | FREEPORT MCMORAN COPPER | $64.91万 | 0.09% | 11,043 | 524 | 5.0% | $3.08万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $64.81万 | 0.09% | 470 | 49 | 11.6% | $6.76万 | 加仓 |
| INTU | INTUIT INC | $63.79万 | 0.09% | 1,475 | -118 | -7.4% | -$5.10万 | 减仓 |
| — | DISCOVERY HLDG CO | $63.76万 | 0.09% | 23,218 | -21,866 | -48.5% | -$60.04万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $62.96万 | 0.09% | 8,753 | -424 | -4.6% | -$3.05万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $62.92万 | 0.09% | 13,002 | 1,319 | 11.3% | $6.38万 | 加仓 |
| YUM | YUM! BRANDS INC | $62.44万 | 0.09% | 4,016 | 380 | 10.5% | $5.91万 | 加仓 |
| IBRX | IMMUNITYBIO INC COM | $61.86万 | 0.09% | 80,650 | 4,000 | 5.2% | $3.07万 | 加仓 |
| TGT | TARGET CORP COM | $61.77万 | 0.09% | 5,096 | 202 | 4.1% | $2.45万 | 加仓 |
| PCG | PG&E CORP COM | $61.75万 | 0.09% | 35,144 | 5,930 | 20.3% | $10.42万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $61.65万 | 0.09% | 9,342 | -121 | -1.3% | -$7,984 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $59.95万 | 0.08% | 8,813 | 5,704 | 183.5% | $38.80万 | 加仓 |
| EIX | EDISON INTL COM | $59.84万 | 0.08% | 8,177 | 1,742 | 27.1% | $12.75万 | 加仓 |
| MAR | MARRIOTT INTL INC | $59.65万 | 0.08% | 1,824 | 95 | 5.5% | $3.11万 | 加仓 |
| TEL | TE CONNECTIVITY LTD | $59.50万 | 0.08% | 2,847 | -279 | -8.9% | -$5.83万 | 减仓 |