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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO COM | $137.56万 | 0.17% | 14,292 | 1,431 | 11.1% | $13.77万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $136.67万 | 0.17% | 3,534 | 37 | 1.1% | $1.43万 | 加仓 |
| MS | MORGAN STANLEY | $134.81万 | 0.16% | 6,449 | 659 | 11.4% | $13.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $133.92万 | 0.16% | 13,105 | 56 | 0.4% | $5,723 | 加仓 |
| LIN | LINDE PLC SHS | $133.54万 | 0.16% | 2,573 | 50 | 2.0% | $2.60万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $131.75万 | 0.16% | 40,254 | -3,611 | -8.2% | -$11.82万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $130.07万 | 0.16% | 24,729 | -575 | -2.3% | -$3.02万 | 减仓 |
| NKE | NIKE INC CLASS B | $129.88万 | 0.16% | 31,638 | 4,833 | 18.0% | $19.84万 | 加仓 |
| ETN | EATON CORP PLC SHS | $129.85万 | 0.16% | 3,047 | 447 | 17.2% | $19.05万 | 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 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $128.01万 | 0.16% | 3,082 | 223 | 7.8% | $9.26万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $128.00万 | 0.16% | 2,004 | -67 | -3.2% | -$4.28万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $126.93万 | 0.15% | 13,756 | -97 | -0.7% | -$8,950 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $126.82万 | 0.15% | 10,870 | -3,767 | -25.7% | -$43.95万 | 减仓 |
| DE | DEERE & CO COM | $126.36万 | 0.15% | 1,992 | 97 | 5.1% | $6.15万 | 加仓 |
| AMGN | AMGEN INC | $123.38万 | 0.15% | 3,407 | 26 | 0.8% | $9,415 | 加仓 |
| SNDK | SANDISK CORP COM | $122.91万 | 0.15% | 541 | 72 | 15.4% | $16.36万 | 加仓 |
| APH | AMPHENOL CORP CL A | $120.03万 | 0.15% | 6,808 | 2,175 | 46.9% | $38.35万 | 加仓 |
| ALLY | ALLY FINL INC COM | $116.43万 | 0.14% | 25,339 | -1,094 | -4.1% | -$5.03万 | 减仓 |
| KE | KIMBALL ELECTRONICS INC COM | $116.15万 | 0.14% | 45,373 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $115.82万 | 0.14% | 6,809 | 33 | 0.5% | $5,613 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $115.77万 | 0.14% | 6,815 | 1,248 | 22.4% | $21.20万 | 加仓 |
| FISV | FISERV INC | $115.02万 | 0.14% | 23,449 | -22 | -0.1% | -$1,079 | 减仓 |
| GM | GENERAL MOTORS CORP | $112.63万 | 0.14% | 14,612 | -431 | -2.9% | -$3.32万 | 减仓 |
| QCOM | QUALCOMM INC COM | $112.51万 | 0.14% | 6,088 | -1,327 | -17.9% | -$24.52万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $111.85万 | 0.14% | 9,085 | -178 | -1.9% | -$2.19万 | 减仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $111.23万 | 0.14% | 32,586 | 32,586 | — | $111.23万 | 新建仓 |
| MPC | MARATHON PETE CORP | $109.01万 | 0.13% | 4,264 | -1,436 | -25.2% | -$36.71万 | 减仓 |
| RY | ROYAL BANK OF CANADA | $108.23万 | 0.13% | 5,229 | -297 | -5.4% | -$6.15万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $107.85万 | 0.13% | 25,472 | 793 | 3.2% | $3.36万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $106.41万 | 0.13% | 1,394 | 286 | 25.8% | $21.83万 | 加仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $106.29万 | 0.13% | 12,091 | -274 | -2.2% | -$2.41万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $105.61万 | 0.13% | 14,170 | 481 | 3.5% | $3.58万 | 加仓 |
| PEP | PEPSICO INC COM | $105.36万 | 0.13% | 7,781 | -887 | -10.2% | -$12.01万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $105.12万 | 0.13% | 2,097 | 117 | 5.9% | $5.86万 | 加仓 |
| USMV | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $104.15万 | 0.13% | 10,797 | -252 | -2.3% | -$2.43万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $102.74万 | 0.13% | 20,312 | -631 | -3.0% | -$3.19万 | 减仓 |
| ALL | ALLSTATE CORP | $102.66万 | 0.13% | 4,315 | 23 | 0.5% | $5,472 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $102.27万 | 0.12% | 516 | 46 | 9.8% | $9.12万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $102.27万 | 0.12% | 11,652 | 260 | 2.3% | $2.28万 | 加仓 |
| DOV | DOVER CORP COM | $101.82万 | 0.12% | 4,540 | -25 | -0.5% | -$5,607 | 减仓 |
| TFC | TRUIST FINL CORP COM | $100.66万 | 0.12% | 20,204 | 9 | 0.0% | $448 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $99.67万 | 0.12% | 479 | -8 | -1.6% | -$1.66万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $97.60万 | 0.12% | 3,734 | -191 | -4.9% | -$4.99万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $97.55万 | 0.12% | 5,049 | 130 | 2.6% | $2.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $96.57万 | 0.12% | 2,855 | -318 | -10.0% | -$10.76万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $96.18万 | 0.12% | 983 | 28 | 2.9% | $2.74万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $95.79万 | 0.12% | 7,567 | 174 | 2.4% | $2.20万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $94.56万 | 0.12% | 4,447 | -143 | -3.1% | -$3.04万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $89.68万 | 0.11% | 1,438 | -114 | -7.3% | -$7.11万 | 减仓 |
| — | MAN ACTIVE INCOME ETF | $89.51万 | 0.11% | 34,974 | 34,974 | — | $89.51万 | 新建仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $89.46万 | 0.11% | 4,756 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $86.94万 | 0.11% | 10,827 | -189 | -1.7% | -$1.52万 | 减仓 |
| FDX | FEDEX CORP | $84.33万 | 0.10% | 2,693 | 90 | 3.5% | $2.82万 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $83.01万 | 0.10% | 2,087 | -9 | -0.4% | -$3,580 | 减仓 |
| PFE | PFIZER INC COM | $82.86万 | 0.10% | 34,409 | -5,412 | -13.6% | -$13.03万 | 减仓 |
| ZBH | ZIMMER HLDGS INC | $82.67万 | 0.10% | 9,603 | -316 | -3.2% | -$2.72万 | 减仓 |
| RH | RH COM | $82.55万 | 0.10% | 5,011 | 3,000 | 149.2% | $49.42万 | 加仓 |
| AER | AERCAP HOLDINGS N V SHS | $82.35万 | 0.10% | 5,649 | 245 | 4.5% | $3.57万 | 加仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $82.33万 | 0.10% | 6,616 | 1,636 | 32.9% | $20.36万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $80.36万 | 0.10% | 10,315 | -1,041 | -9.2% | -$8.11万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $79.66万 | 0.10% | 4,469 | -306 | -6.4% | -$5.45万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $79.49万 | 0.10% | 12,419 | 57 | 0.5% | $3,649 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $79.18万 | 0.10% | 4,751 | -1,786 | -27.3% | -$29.77万 | 减仓 |
| BLK | BLACKROCK INC | $79.05万 | 0.10% | 822 | 25 | 3.1% | $2.40万 | 加仓 |
| SYY | SYSCO CORP COM | $78.91万 | 0.10% | 9,441 | 9,441 | — | $78.91万 | 新建仓 |
| GPN | GLOBAL PAYMENTS INC | $77.82万 | 0.09% | 10,725 | 445 | 4.3% | $3.23万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $77.07万 | 0.09% | 34,717 | -3,801 | -9.9% | -$8.44万 | 减仓 |
| ENB | ENBRIDGE INC COM | $77.06万 | 0.09% | 14,215 | 606 | 4.5% | $3.29万 | 加仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $76.71万 | 0.09% | 2,416 | 13 | 0.5% | $4,128 | 加仓 |
| EFX | EQUIFAX INC COM | $76.35万 | 0.09% | 4,810 | 333 | 7.4% | $5.29万 | 加仓 |
| STT | STATE STR CORP COM | $75.64万 | 0.09% | 4,460 | -1,072 | -19.4% | -$18.18万 | 减仓 |
| LOW | LOWES COS INC COM | $75.24万 | 0.09% | 3,413 | -68 | -2.0% | -$1.50万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $75.19万 | 0.09% | 8,165 | 162 | 2.0% | $1.49万 | 加仓 |
| FCX | FREEPORT MCMORAN COPPER | $74.35万 | 0.09% | 11,822 | 779 | 7.1% | $4.90万 | 加仓 |
| T | AT&T INC COM | $72.95万 | 0.09% | 35,241 | -169 | -0.5% | -$3,498 | 减仓 |
| IBRX | IMMUNITYBIO INC COM | $71.12万 | 0.09% | 81,230 | 580 | 0.7% | $5,078 | 加仓 |
| UBS | UBS AG NEW F | $70.36万 | 0.09% | 14,196 | -26 | -0.2% | -$1,289 | 减仓 |
| MAR | MARRIOTT INTL INC | $70.22万 | 0.09% | 1,895 | 71 | 3.9% | $2.63万 | 加仓 |
| — | WISDOMTREE TRUE EMERGING MARKETS FUND | $70.20万 | 0.09% | 22,143 | -10,799 | -32.8% | -$34.23万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $69.17万 | 0.08% | 39,011 | 2,353 | 6.4% | $4.17万 | 加仓 |
| NDAQ | NASDAQ STK MKT INC | $68.93万 | 0.08% | 8,745 | -271 | -3.0% | -$2.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $68.84万 | 0.08% | 3,074 | 165 | 5.7% | $3.70万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $68.50万 | 0.08% | 9,521 | 179 | 1.9% | $1.29万 | 加仓 |
| MTB | M & T BK CORP COM | $68.22万 | 0.08% | 2,866 | 72 | 2.6% | $1.71万 | 加仓 |
| CMI | CUMMINS INC COM | $68.10万 | 0.08% | 955 | 19 | 2.0% | $1.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $67.93万 | 0.08% | 5,376 | -118 | -2.1% | -$1.49万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $67.82万 | 0.08% | 1,915 | -155 | -7.5% | -$5.49万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $66.97万 | 0.08% | 1,363 | 31 | 2.3% | $1.52万 | 加仓 |
| ADBE | ADOBE SYS INC | $66.83万 | 0.08% | 3,260 | -379 | -10.4% | -$7.77万 | 减仓 |
| CBRE | CBRE GROUP INC A | $66.69万 | 0.08% | 4,952 | 845 | 20.6% | $11.38万 | 加仓 |
| BMO | BANK OF MONTREAL | $66.65万 | 0.08% | 3,772 | -212 | -5.3% | -$3.75万 | 减仓 |
| ADSK | AUTODESK INC | $66.52万 | 0.08% | 3,422 | -84 | -2.4% | -$1.63万 | 减仓 |
| ROST | ROSS STORES INC | $66.09万 | 0.08% | 3,105 | 575 | 22.7% | $12.24万 | 加仓 |
| IYW | ISHARES DJ US TECHNOLOGY | $65.76万 | 0.08% | 2,607 | -132 | -4.8% | -$3.33万 | 减仓 |
| NEM | NEWMONT CORP COM | $65.34万 | 0.08% | 6,996 | -1,258 | -15.2% | -$11.75万 | 减仓 |
| JBHT | JB HUNT TRANSPORT SERVICES | $65.24万 | 0.08% | 2,254 | 72 | 3.3% | $2.08万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $64.93万 | 0.08% | 8,538 | -275 | -3.1% | -$2.09万 | 减仓 |
| TD | TORONTO DOMINION BANK | $64.82万 | 0.08% | 5,338 | -171 | -3.1% | -$2.08万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $64.30万 | 0.08% | 1,441 | 545 | 60.8% | $24.32万 | 加仓 |