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 |
|---|---|---|---|---|---|---|---|---|
| NCLH | NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | $64.07万 | 0.08% | 30,352 | 13,897 | 84.5% | $29.34万 | 加仓 |
| CNC | CENTENE CORP DEL | $63.37万 | 0.08% | 9,872 | -492 | -4.7% | -$3.16万 | 减仓 |
| AON | AON CORP | $63.16万 | 0.08% | 1,904 | 604 | 46.5% | $20.04万 | 加仓 |
| YUM | YUM! BRANDS INC | $62.55万 | 0.08% | 3,913 | -103 | -2.6% | -$1.65万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $62.32万 | 0.08% | 1,530 | -362 | -19.1% | -$14.75万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $62.23万 | 0.08% | 8,003 | -134 | -1.6% | -$1.04万 | 减仓 |
| PSX | PHILLIPS 66 | $62.18万 | 0.08% | 3,678 | -4,867 | -57.0% | -$82.28万 | 减仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $61.92万 | 0.08% | 11,710 | -15,292 | -56.6% | -$80.86万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $61.76万 | 0.08% | 5,745 | 22 | 0.4% | $2,365 | 加仓 |
| GLW | CORNING INC COM | $61.64万 | 0.08% | 2,413 | -45 | -1.8% | -$1.15万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $61.16万 | 0.07% | 12,234 | -242 | -1.9% | -$1.21万 | 减仓 |
| EIX | EDISON INTL COM | $61.14万 | 0.07% | 8,212 | 35 | 0.4% | $2,606 | 加仓 |
| SO | SOUTHERN CO COM | $61.13万 | 0.07% | 6,387 | 656 | 11.4% | $6.28万 | 加仓 |
| TEL | TE CONNECTIVITY LTD | $60.82万 | 0.07% | 3,017 | 170 | 6.0% | $3.43万 | 加仓 |
| CDW | CDW CORP COM | $60.59万 | 0.07% | 4,308 | 1 | 0.0% | $141 | 加仓 |
| CME | CHICAGO MERCANTILE HLDGS INC | $60.51万 | 0.07% | 2,740 | -48 | -1.7% | -$1.06万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $60.49万 | 0.07% | 1,832 | -72 | -3.8% | -$2.38万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $59.39万 | 0.07% | 10,796 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $58.98万 | 0.07% | 1,743 | -325 | -15.7% | -$11.00万 | 减仓 |
| PCG | PG&E CORP COM | $58.09万 | 0.07% | 34,536 | -608 | -1.7% | -$1.02万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $58.03万 | 0.07% | 6,697 | -211 | -3.1% | -$1.83万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $58.00万 | 0.07% | 5,749 | -745 | -11.5% | -$7.52万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $57.91万 | 0.07% | 3,453 | 733 | 26.9% | $12.29万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $57.73万 | 0.07% | 18,207 | 20 | 0.1% | $634 | 加仓 |
| MCK | MCKESSON CORP | $57.47万 | 0.07% | 761 | -93 | -10.9% | -$7.02万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $56.45万 | 0.07% | 822 | -4 | -0.5% | -$2,747 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $56.21万 | 0.07% | 2,573 | -256 | -9.0% | -$5.59万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $56.15万 | 0.07% | 3,693 | -94 | -2.5% | -$1.43万 | 减仓 |
| DVN | DEVON ENERGY CORP | $55.51万 | 0.07% | 13,433 | 9,064 | 207.5% | $37.45万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $55.17万 | 0.07% | 13,102 | 100 | 0.8% | $4,211 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $54.85万 | 0.07% | 1,077 | -77 | -6.7% | -$3.92万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $54.59万 | 0.07% | 1,455 | 129 | 9.7% | $4.84万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $54.08万 | 0.07% | 3,740 | -6 | -0.2% | -$868 | 减仓 |
| MAS | MASCO CORP COM | $54.07万 | 0.07% | 6,645 | 135 | 2.1% | $1.10万 | 加仓 |
| MCO | MOODYS CORP | $53.58万 | 0.07% | 1,183 | 61 | 5.4% | $2.76万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $53.55万 | 0.07% | 3,452 | -355 | -9.3% | -$5.51万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $53.31万 | 0.06% | 1,818 | 338 | 22.8% | $9.91万 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $53.27万 | 0.06% | 9,994 | -134 | -1.3% | -$7,142 | 减仓 |
| TER | TERADYNE INC COM | $52.88万 | 0.06% | 1,093 | 58 | 5.6% | $2.81万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $52.23万 | 0.06% | 1,580 | 178 | 12.7% | $5.88万 | 加仓 |
| BNS | BANK OF NOVA SCOTIA CMN | $51.51万 | 0.06% | 5,932 | 441 | 8.0% | $3.83万 | 加仓 |
| HPQ | HP INC COM | $51.50万 | 0.06% | 23,472 | 952 | 4.2% | $2.09万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $50.97万 | 0.06% | 11,942 | 5,691 | 91.0% | $24.29万 | 加仓 |
| PWR | QUANTA SERVICES INC | $50.15万 | 0.06% | 696 | 37 | 5.6% | $2.67万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $49.93万 | 0.06% | 9,094 | -84 | -0.9% | -$4,612 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $49.74万 | 0.06% | 5,482 | -1,882 | -25.6% | -$17.08万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $49.53万 | 0.06% | 10,981 | -279 | -2.5% | -$1.26万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $48.53万 | 0.06% | 5,623 | -51 | -0.9% | -$4,402 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $48.24万 | 0.06% | 6,314 | 63 | 1.0% | $4,813 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $48.23万 | 0.06% | 4,224 | -626 | -12.9% | -$7.15万 | 减仓 |
| CSX | CSX CORP | $47.73万 | 0.06% | 10,043 | -1,873 | -15.7% | -$8.90万 | 减仓 |
| FTNT | FORTINET INC COM | $47.29万 | 0.06% | 3,078 | -810 | -20.8% | -$12.44万 | 减仓 |
| THO | THOR INDS INC | $47.24万 | 0.06% | 6,285 | -254 | -3.9% | -$1.91万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $47.23万 | 0.06% | 2,898 | -51 | -1.7% | -$8,312 | 减仓 |
| DHR | DANAHER CORP | $46.20万 | 0.06% | 2,425 | 283 | 13.2% | $5.39万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $45.51万 | 0.06% | 1,916 | 36 | 1.9% | $8,551 | 加仓 |
| NOW | SERVICE NOW INC | $45.12万 | 0.05% | 4,544 | -2,138 | -32.0% | -$21.23万 | 减仓 |
| EOG | EOG RESOURCES INC | $44.91万 | 0.05% | 3,462 | -2,574 | -42.6% | -$33.39万 | 减仓 |
| ILMN | ILLUMINA INC | $44.91万 | 0.05% | 2,554 | -459 | -15.2% | -$8.07万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $44.76万 | 0.05% | 3,272 | 52 | 1.6% | $7,114 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $44.55万 | 0.05% | 5,778 | -275 | -4.5% | -$2.12万 | 减仓 |
| SLV | ISHARES SILVER TRUST ETF | $43.87万 | 0.05% | 8,205 | -2 | -0.0% | -$107 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $43.46万 | 0.05% | 5,304 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $43.45万 | 0.05% | 9,901 | 9,901 | — | $43.45万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $43.26万 | 0.05% | 1,256 | 94 | 8.1% | $3.24万 | 加仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $42.84万 | 0.05% | 3,883 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $42.73万 | 0.05% | 45,510 | 3,936 | 9.5% | $3.70万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $42.25万 | 0.05% | 5,206 | 1,546 | 42.2% | $12.55万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $42.03万 | 0.05% | 1,255 | 249 | 24.8% | $8.34万 | 加仓 |
| HON | HONEYWELL INTL INC | $41.60万 | 0.05% | 1,858 | -2,458 | -57.0% | -$55.03万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $41.45万 | 0.05% | 5,299 | -299 | -5.3% | -$2.34万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD | $41.44万 | 0.05% | 1,391 | 1,391 | — | $41.44万 | 新建仓 |
| NSC | NORFOLK SOUTHERN CRP | $41.25万 | 0.05% | 1,311 | -4 | -0.3% | -$1,258 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $41.11万 | 0.05% | 5,495 | -1,079 | -16.4% | -$8.07万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $41.08万 | 0.05% | 1,858 | 1,858 | — | $41.08万 | 新建仓 |
| B | BARRICK GOLD CORP F | $41.03万 | 0.05% | 11,171 | 634 | 6.0% | $2.33万 | 加仓 |
| KR | KROGER CO COM | $40.94万 | 0.05% | 7,372 | -181 | -2.4% | -$1.01万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $40.79万 | 0.05% | 1,517 | -119 | -7.3% | -$3.20万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $40.76万 | 0.05% | 4,470 | 891 | 24.9% | $8.13万 | 加仓 |
| CIEN | CIENA CORP | $40.18万 | 0.05% | 819 | -370 | -31.1% | -$18.15万 | 减仓 |
| SYK | STRYKER CORP | $40.05万 | 0.05% | 1,272 | -377 | -22.9% | -$11.87万 | 减仓 |
| GPC | GENUINE PARTS CO COM | $39.93万 | 0.05% | 3,385 | -510 | -13.1% | -$6.02万 | 减仓 |
| CNH | CNH INDL N V SHS | $39.73万 | 0.05% | 35,382 | -3,635 | -9.3% | -$4.08万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $39.71万 | 0.05% | 5,342 | 274 | 5.4% | $2.04万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $39.69万 | 0.05% | 2,108 | 25 | 1.2% | $4,708 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $39.66万 | 0.05% | 29,466 | 8,389 | 39.8% | $11.29万 | 加仓 |
| CLSK | CLEANSPARK INC COM NEW | $39.62万 | 0.05% | 27,233 | -9,989 | -26.8% | -$14.53万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $39.54万 | 0.05% | 6,027 | -983 | -14.0% | -$6.45万 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $39.30万 | 0.05% | 9,228 | 631 | 7.3% | $2.69万 | 加仓 |
| VRSN | VERISIGN INC | $39.14万 | 0.05% | 1,556 | 401 | 34.7% | $10.09万 | 加仓 |
| FE | FIRSTENERGY CORP | $39.11万 | 0.05% | 8,227 | 373 | 4.7% | $1.77万 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $39.10万 | 0.05% | 1,699 | 774 | 83.7% | $17.81万 | 加仓 |
| BDC | BELDEN CDT INC | $38.68万 | 0.05% | 3,226 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $38.68万 | 0.05% | 3,304 | -131 | -3.8% | -$1.53万 | 减仓 |
| SEIC | SEI INVESTMENTS CO | $38.55万 | 0.05% | 4,396 | -116 | -2.6% | -$1.02万 | 减仓 |
| — | ELECTRONICS ARTS | $38.49万 | 0.05% | 1,877 | 62 | 3.4% | $1.27万 | 加仓 |
| ECL | ECOLAB INC COM | $38.48万 | 0.05% | 1,381 | -153 | -10.0% | -$4.26万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $38.18万 | 0.05% | 619 | 96 | 18.4% | $5.92万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $38.12万 | 0.05% | 2,740 | -177 | -6.1% | -$2.46万 | 减仓 |
| VO | VANGUARD MID CAP | $37.53万 | 0.05% | 4,658 | -18 | -0.4% | -$1,450 | 减仓 |