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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC COM | $33.42万 | 0.05% | 2,458 | -310 | -11.2% | -$4.22万 | 重新持有 |
| DOCU | DOCUSIGN INC COM | $33.35万 | 0.05% | 7,035 | 1,728 | 32.6% | $8.19万 | 加仓 |
| MLI | MUELLER INDS INC COM | $33.19万 | 0.05% | 2,996 | 449 | 17.6% | $4.97万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $33.13万 | 0.05% | 21,077 | -617 | -2.8% | -$9,699 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $32.72万 | 0.05% | 7,010 | -96 | -1.4% | -$4,480 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $32.53万 | 0.05% | 2,895 | 300 | 11.6% | $3.37万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $32.51万 | 0.05% | 30,269 | -114 | -0.4% | -$1,224 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $32.47万 | 0.05% | 10,142 | -1,146 | -10.2% | -$3.67万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $32.07万 | 0.04% | 722 | 94 | 15.0% | $4.17万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $31.89万 | 0.04% | 9,599 | -168 | -1.7% | -$5,581 | 减仓 |
| FTNT | FORTINET INC COM | $31.78万 | 0.04% | 3,888 | 1,151 | 42.1% | $9.41万 | 加仓 |
| CLSK | CLEANSPARK INC COM NEW | $31.68万 | 0.04% | 37,222 | -25,385 | -40.5% | -$21.60万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $31.66万 | 0.04% | 2,798 | -285 | -9.2% | -$3.23万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $31.48万 | 0.04% | 2,403 | 30 | 1.3% | $3,930 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $31.24万 | 0.04% | 3,435 | -195 | -5.4% | -$1.77万 | 减仓 |
| VLO | VALERO ENERGY CORP | $31.07万 | 0.04% | 1,257 | 16 | 1.3% | $3,954 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $30.84万 | 0.04% | 4,744 | 4,744 | — | $30.84万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $30.82万 | 0.04% | 1,573 | 6 | 0.4% | $1,176 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | $30.77万 | 0.04% | 16,455 | 1,106 | 7.2% | $2.07万 | 加仓 |
| BKR | BAKER HUGHES INC | $30.71万 | 0.04% | 5,031 | 121 | 2.5% | $7,387 | 加仓 |
| TER | TERADYNE INC COM | $30.68万 | 0.04% | 1,035 | 1,035 | — | $30.68万 | 新建仓 |
| INCY | INCYTE CORP | $30.54万 | 0.04% | 3,245 | 711 | 28.1% | $6.69万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $29.83万 | 0.04% | 3,961 | 3,961 | — | $29.83万 | 新建仓 |
| SNDK | SANDISK CORP COM | $29.78万 | 0.04% | 469 | 469 | — | $29.78万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $29.63万 | 0.04% | 3,660 | 73 | 2.0% | $5,909 | 加仓 |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $29.57万 | 0.04% | 5,715 | 42 | 0.7% | $2,173 | 加仓 |
| MSCI | MSCI INC COM | $29.23万 | 0.04% | 542 | 114 | 26.6% | $6.15万 | 加仓 |
| OKE | ONEOK INC NEW COM | $29.21万 | 0.04% | 3,232 | -54 | -1.6% | -$4,881 | 减仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $29.20万 | 0.04% | 13,787 | -300 | -2.1% | -$6,354 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $29.13万 | 0.04% | 1,851 | 183 | 11.0% | $2.88万 | 加仓 |
| EQT | EQT CORP COM | $28.97万 | 0.04% | 4,552 | -668 | -12.8% | -$4.25万 | 减仓 |
| KMI | KINDER MORGAN INC | $28.75万 | 0.04% | 8,574 | -704 | -7.6% | -$2.36万 | 减仓 |
| VRSN | VERISIGN INC | $28.69万 | 0.04% | 1,155 | 4 | 0.3% | $993 | 加仓 |
| TSN | TYSON FOODS INC CL A | $28.66万 | 0.04% | 4,473 | 677 | 17.8% | $4.34万 | 加仓 |
| CRBG | COREBRIDGE FINL INC COM | $28.65万 | 0.04% | 12,007 | -1,642 | -12.0% | -$3.92万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $28.57万 | 0.04% | 654 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $28.55万 | 0.04% | 2,597 | 46 | 1.8% | $5,056 | 加仓 |
| RH | RH COM | $28.12万 | 0.04% | 2,011 | 11 | 0.5% | $1,538 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $28.00万 | 0.04% | 6,487 | -227 | -3.4% | -$9,797 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $27.99万 | 0.04% | 755 | -20 | -2.6% | -$7,414 | 减仓 |
| SLB | SLB LIMITED COM STK | $27.81万 | 0.04% | 5,411 | -1,251 | -18.8% | -$6.43万 | 减仓 |
| WAB | WABTEC COM | $27.56万 | 0.04% | 1,103 | 12 | 1.1% | $2,999 | 加仓 |
| — | OPTICAL CABLE CORP COM NEW | $27.55万 | 0.04% | 33,393 | -10,000 | -23.0% | -$8.25万 | 减仓 |
| AZO | AUTOZONE INC NEV | $27.11万 | 0.04% | 80 | 14 | 21.2% | $4.74万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $26.81万 | 0.04% | 11,260 | 1,396 | 14.2% | $3.32万 | 加仓 |
| BWA | BORG WARNER AUTOMOTIVE INC | $26.76万 | 0.04% | 4,931 | 445 | 9.9% | $2.41万 | 加仓 |
| VOE | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | $26.55万 | 0.04% | 1,441 | -179 | -11.0% | -$3.30万 | 减仓 |
| DG | DOLLAR GEN CORP | $26.46万 | 0.04% | 2,229 | 26 | 1.2% | $3,087 | 加仓 |
| MMM | 3M CO COM | $26.11万 | 0.04% | 1,798 | -999 | -35.7% | -$14.51万 | 减仓 |
| KKR | KKR & CO INC COM | $26.05万 | 0.04% | 2,816 | 2,816 | — | $26.05万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $25.84万 | 0.04% | 350 | 350 | — | $25.84万 | 新建仓 |
| QTUM | DEFIANCE QUANTUM ETF | $25.74万 | 0.04% | 2,399 | -34 | -1.4% | -$3,648 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $25.66万 | 0.04% | 913 | 73 | 8.7% | $2.05万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $25.22万 | 0.04% | 1,006 | 1,006 | — | $25.22万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $24.98万 | 0.03% | 1,896 | 293 | 18.3% | $3.86万 | 加仓 |
| RSG | REPUBLIC SERVICES INC | $24.85万 | 0.03% | 1,135 | 224 | 24.6% | $4.91万 | 重新持有 |
| HIG | HARTFORD FINL SVCS GROUP INC | $24.81万 | 0.03% | 1,835 | 88 | 5.0% | $1.19万 | 加仓 |
| AFL | AFLAC INC COM | $24.74万 | 0.03% | 2,255 | -315 | -12.3% | -$3.46万 | 减仓 |
| NTRA | NATERA INC COM | $24.36万 | 0.03% | 1,218 | -224 | -15.5% | -$4.48万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $24.08万 | 0.03% | 698 | 698 | — | $24.08万 | 新建仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $24.03万 | 0.03% | 6,155 | -1,180 | -16.1% | -$4.61万 | 减仓 |
| JCI | JOHNSON CTLS INC | $24.03万 | 0.03% | 1,835 | 1,835 | — | $24.03万 | 新建仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $23.88万 | 0.03% | 1,921 | -367 | -16.0% | -$4.56万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $23.82万 | 0.03% | 339 | 339 | — | $23.82万 | 新建仓 |
| MKTX | MARKETAXESS HOLDINGS INC | $23.76万 | 0.03% | 1,440 | 183 | 14.6% | $3.02万 | 加仓 |
| NRG | NRG ENERGY INC NEW | $23.57万 | 0.03% | 1,613 | 29 | 1.8% | $4,238 | 加仓 |
| BURL | BURLINGTON STORES INC COM | $23.43万 | 0.03% | 720 | 720 | — | $23.43万 | 新建仓 |
| FNV | FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 | $23.33万 | 0.03% | 944 | -92 | -8.9% | -$2.27万 | 重新持有 |
| GNRC | GENERAC HLDGS INC COM | $23.32万 | 0.03% | 1,194 | 1,194 | — | $23.32万 | 新建仓 |
| VOT | VANGUARD MID CAP GROWTH ETF | $23.19万 | 0.03% | 901 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $23.12万 | 0.03% | 3,579 | -214 | -5.6% | -$1.38万 | 重新持有 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $23.08万 | 0.03% | 4,086 | 353 | 9.5% | $1.99万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $23.02万 | 0.03% | 2,701 | 2,701 | — | $23.02万 | 新建仓 |
| AKAM | AKAMAI TECH | $22.83万 | 0.03% | 1,988 | 1,988 | — | $22.83万 | 新建仓 |
| XYZ | BLOCK INC CL A | $22.76万 | 0.03% | 3,783 | 8 | 0.2% | $481 | 加仓 |
| URI | UNITED RENTALS INC | $22.63万 | 0.03% | 311 | -11 | -3.4% | -$8,006 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $22.44万 | 0.03% | 3,893 | -69 | -1.7% | -$3,978 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $22.20万 | 0.03% | 2,030 | 2,030 | — | $22.20万 | 新建仓 |
| HP | HELMERICH & PAYNE INC COM | $22.15万 | 0.03% | 6,148 | 6,148 | — | $22.15万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $22.14万 | 0.03% | 3,082 | -290 | -8.6% | -$2.08万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $22.09万 | 0.03% | 1,968 | -1,459 | -42.6% | -$16.38万 | 减仓 |
| DVN | DEVON ENERGY CORP | $21.98万 | 0.03% | 4,369 | 4,369 | — | $21.98万 | 新建仓 |
| SRE | SEMPRA ENERGY | $21.85万 | 0.03% | 2,248 | 2,248 | — | $21.85万 | 新建仓 |
| HAS | HASBRO INC COM | $21.72万 | 0.03% | 2,320 | 2,320 | — | $21.72万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $21.71万 | 0.03% | 834 | -80 | -8.8% | -$2.08万 | 重新持有 |
| CNI | CANADIAN NATL RY CO COM | $21.59万 | 0.03% | 2,101 | 2,101 | — | $21.59万 | 新建仓 |
| FIVE | FIVE BELOW INC COM | $21.56万 | 0.03% | 944 | 944 | — | $21.56万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $21.41万 | 0.03% | 1,608 | 1,608 | — | $21.41万 | 新建仓 |
| CCL | CARNIVAL CORP | $21.26万 | 0.03% | 8,213 | 8,213 | — | $21.26万 | 新建仓 |
| GWW | WW GRAINGER INC COM | $21.01万 | 0.03% | 193 | 193 | — | $21.01万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $20.62万 | 0.03% | 3,074 | 3,074 | — | $20.62万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $20.61万 | 0.03% | 523 | 523 | — | $20.61万 | 新建仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $20.54万 | 0.03% | 6,898 | -1,230 | -15.1% | -$3.66万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $20.48万 | 0.03% | 823 | 823 | — | $20.48万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF COMMERCE | $20.47万 | 0.03% | 2,160 | 2,160 | — | $20.47万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $20.23万 | 0.03% | 1,843 | 1,843 | — | $20.23万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $20.08万 | 0.03% | 1,216 | 1,216 | — | $20.08万 | 新建仓 |
| FDS | FACTSET RESH SYS INC COM | $20.08万 | 0.03% | 925 | -206 | -18.2% | -$4.47万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $20.01万 | 0.03% | 3,336 | 3,336 | — | $20.01万 | 新建仓 |
| VTRS | VIATRIS INC COM | $17.59万 | 0.02% | 13,024 | 2,019 | 18.3% | $2.73万 | 加仓 |