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 |
|---|---|---|---|---|---|---|---|---|
| ETR | ENTERGY CORP NEW COM | $37.39万 | 0.05% | 3,255 | 360 | 12.4% | $4.14万 | 加仓 |
| JCI | JOHNSON CTLS INC | $37.13万 | 0.05% | 2,541 | 706 | 38.5% | $10.31万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $37.11万 | 0.05% | 1,665 | -12 | -0.7% | -$2,675 | 减仓 |
| MLI | MUELLER INDS INC COM | $36.95万 | 0.05% | 3,006 | 10 | 0.3% | $1,229 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $36.56万 | 0.04% | 5,514 | -4 | -0.1% | -$265 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $36.38万 | 0.04% | 424 | 85 | 25.1% | $7.29万 | 加仓 |
| URI | UNITED RENTALS INC | $36.22万 | 0.04% | 320 | 9 | 2.9% | $1.02万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $36.09万 | 0.04% | 787 | 65 | 9.0% | $2.98万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $35.72万 | 0.04% | 1,220 | 26 | 2.2% | $7,613 | 加仓 |
| CI | THE CIGNA GROUP COM | $35.62万 | 0.04% | 1,292 | -83 | -6.0% | -$2.29万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $35.60万 | 0.04% | 14,502 | -19,338 | -57.1% | -$47.47万 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $35.42万 | 0.04% | 9,335 | -264 | -2.8% | -$1.00万 | 减仓 |
| VLO | VALERO ENERGY CORP | $35.38万 | 0.04% | 1,358 | 101 | 8.0% | $2.63万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $35.24万 | 0.04% | 7,934 | 899 | 12.8% | $3.99万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $35.09万 | 0.04% | 3,392 | 310 | 10.1% | $3.21万 | 加仓 |
| INCY | INCYTE CORP | $35.06万 | 0.04% | 3,093 | -152 | -4.7% | -$1.72万 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $34.93万 | 0.04% | 2,930 | 829 | 39.5% | $9.88万 | 加仓 |
| — | DISCOVERY HLDG CO | $34.87万 | 0.04% | 13,079 | -10,139 | -43.7% | -$27.03万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS | $34.68万 | 0.04% | 20,163 | 20,163 | — | $34.68万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $34.51万 | 0.04% | 3,120 | 322 | 11.5% | $3.56万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $34.31万 | 0.04% | 3,983 | 59 | 1.5% | $5,082 | 加仓 |
| DDOG | DATADOG INC CL A COM | $34.07万 | 0.04% | 1,309 | 1,309 | — | $34.07万 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $33.93万 | 0.04% | 4,695 | 4,695 | — | $33.93万 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $33.88万 | 0.04% | 1,830 | -21 | -1.1% | -$3,888 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $33.77万 | 0.04% | 4,680 | -4,073 | -46.5% | -$29.39万 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $33.75万 | 0.04% | 2,041 | -358 | -14.9% | -$5.92万 | 减仓 |
| CRBG | COREBRIDGE FINL INC COM | $33.66万 | 0.04% | 11,758 | -249 | -2.1% | -$7,129 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $33.30万 | 0.04% | 1,456 | 1,456 | — | $33.30万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $33.26万 | 0.04% | 2,324 | -79 | -3.3% | -$1.13万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $33.24万 | 0.04% | 1,568 | -5 | -0.3% | -$1,060 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $32.92万 | 0.04% | 6,449 | 173 | 2.8% | $8,832 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $32.73万 | 0.04% | 643 | -61 | -8.7% | -$3.11万 | 减仓 |
| S | SENTINELONE INC CL A | $32.67万 | 0.04% | 19,252 | 19,252 | — | $32.67万 | 新建仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $32.15万 | 0.04% | 754 | -1 | -0.1% | -$426 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $32.01万 | 0.04% | 3,491 | 790 | 29.2% | $7.24万 | 加仓 |
| COR | CENCORA INC COM | $31.94万 | 0.04% | 1,129 | -146 | -11.5% | -$4.13万 | 减仓 |
| BWA | BORG WARNER AUTOMOTIVE INC | $31.72万 | 0.04% | 4,777 | -154 | -3.1% | -$1.02万 | 减仓 |
| XYZ | BLOCK INC CL A | $31.52万 | 0.04% | 4,148 | 365 | 9.6% | $2.77万 | 加仓 |
| D | DOMINION RESOURCES INC | $31.26万 | 0.04% | 4,577 | -4,541 | -49.8% | -$31.01万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $31.24万 | 0.04% | 1,874 | 399 | 27.1% | $6.65万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP COM | $30.93万 | 0.04% | 1,245 | -49 | -3.8% | -$1.22万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $30.82万 | 0.04% | 10,508 | 10,508 | — | $30.82万 | 新建仓 |
| WAB | WABTEC COM | $30.76万 | 0.04% | 1,141 | 38 | 3.4% | $1.02万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $30.54万 | 0.04% | 8,776 | 8,776 | — | $30.54万 | 新建仓 |
| MSCI | MSCI INC COM | $30.31万 | 0.04% | 541 | -1 | -0.2% | -$560 | 减仓 |
| DVA | DAVITA INC COM | $30.30万 | 0.04% | 1,362 | 1,362 | — | $30.30万 | 新建仓 |
| TGT | TARGET CORP COM | $30.14万 | 0.04% | 2,307 | -2,789 | -54.7% | -$36.43万 | 减仓 |
| AEE | AMEREN CORP | $29.50万 | 0.04% | 2,610 | 13 | 0.5% | $1,469 | 加仓 |
| CNQ | CANADIAN NATURAL RESOURCES LTD | $29.42万 | 0.04% | 7,447 | 219 | 3.0% | $8,651 | 加仓 |
| EME | EMCOR GROUP INC COM | $29.38万 | 0.04% | 354 | 4 | 1.1% | $3,320 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVESOFTWRE | $29.27万 | 0.04% | 1,171 | 77 | 7.0% | $1.92万 | 重新持有 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $29.18万 | 0.04% | 1,787 | 1,787 | — | $29.18万 | 新建仓 |
| BKR | BAKER HUGHES INC | $28.52万 | 0.03% | 5,138 | 107 | 2.1% | $5,939 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $28.49万 | 0.03% | 1,921 | 0 | 0.0% | — | 不变 |
| SNX | SYNNEX CORP | $28.31万 | 0.03% | 1,059 | 1,059 | — | $28.31万 | 新建仓 |
| VOE | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | $28.21万 | 0.03% | 1,428 | -13 | -0.9% | -$2,569 | 减仓 |
| NTRA | NATERA INC COM | $28.15万 | 0.03% | 1,037 | -181 | -14.9% | -$4.91万 | 减仓 |
| OKE | ONEOK INC NEW COM | $27.71万 | 0.03% | 3,187 | -45 | -1.4% | -$3,912 | 减仓 |
| VOT | VANGUARD MID CAP GROWTH ETF | $27.60万 | 0.03% | 901 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC NEW | $27.52万 | 0.03% | 1,884 | 271 | 16.8% | $3.96万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV COM | $27.50万 | 0.03% | 979 | -51 | -5.0% | -$1.43万 | 重新持有 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $27.49万 | 0.03% | 12,826 | -961 | -7.0% | -$2.06万 | 减仓 |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $27.46万 | 0.03% | 5,270 | -445 | -7.8% | -$2.32万 | 减仓 |
| GWW | WW GRAINGER INC COM | $27.43万 | 0.03% | 202 | 9 | 4.7% | $1.22万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $27.41万 | 0.03% | 6,223 | -264 | -4.1% | -$1.16万 | 减仓 |
| MMM | 3M CO COM | $27.17万 | 0.03% | 1,678 | -120 | -6.7% | -$1.94万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $27.01万 | 0.03% | 5,560 | 816 | 17.2% | $3.96万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $26.73万 | 0.03% | 3,815 | 479 | 14.4% | $3.36万 | 加仓 |
| KMI | KINDER MORGAN INC | $26.54万 | 0.03% | 8,302 | -272 | -3.2% | -$8,696 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $26.52万 | 0.03% | 1,971 | -59 | -2.9% | -$7,939 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $26.51万 | 0.03% | 2,647 | -2,646 | -50.0% | -$26.50万 | 减仓 |
| HCA | HCA INC | $26.43万 | 0.03% | 678 | -369 | -35.2% | -$14.39万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $26.22万 | 0.03% | 3,012 | -62 | -2.0% | -$5,396 | 减仓 |
| AFL | AFLAC INC COM | $26.09万 | 0.03% | 2,225 | -30 | -1.3% | -$3,517 | 减仓 |
| SLB | SLB LIMITED COM STK | $25.85万 | 0.03% | 5,560 | 149 | 2.8% | $6,927 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $25.73万 | 0.03% | 886 | 188 | 26.9% | $5.46万 | 加仓 |
| EXEL | EXELIXIS INC COM | $25.69万 | 0.03% | 4,722 | -355 | -7.0% | -$1.93万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC COM | $25.48万 | 0.03% | 942 | 108 | 12.9% | $2.92万 | 加仓 |
| EBAY | EBAY INC | $25.30万 | 0.03% | 2,264 | 2,264 | — | $25.30万 | 新建仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $25.06万 | 0.03% | 6,503 | 348 | 5.7% | $1.34万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $24.64万 | 0.03% | 848 | 25 | 3.0% | $7,265 | 加仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $24.60万 | 0.03% | 19,073 | 73 | 0.4% | $942 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $24.56万 | 0.03% | 4,478 | 4,478 | — | $24.56万 | 新建仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $24.37万 | 0.03% | 1,843 | -125 | -6.4% | -$1.65万 | 减仓 |
| AKAM | AKAMAI TECH | $24.33万 | 0.03% | 2,058 | 70 | 3.5% | $8,275 | 加仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $23.95万 | 0.03% | 6,069 | 6,069 | — | $23.95万 | 新建仓 |
| CCL | CARNIVAL CORP | $23.82万 | 0.03% | 8,337 | 8,337 | — | $23.82万 | 新建仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $23.67万 | 0.03% | 1,786 | -49 | -2.7% | -$6,493 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMMERCE | $23.56万 | 0.03% | 2,049 | -111 | -5.1% | -$1.28万 | 减仓 |
| TEM | TEMPUS AI INC CL A | $23.51万 | 0.03% | 4,058 | 4,058 | — | $23.51万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $23.15万 | 0.03% | 5,715 | -20 | -0.3% | -$810 | 重新持有 |
| SNOW | SNOWFLAKE INC COM SHS | $23.08万 | 0.03% | 907 | 907 | — | $23.08万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $23.07万 | 0.03% | 659 | 659 | — | $23.07万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $22.77万 | 0.03% | 3,936 | 43 | 1.1% | $2,487 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $22.77万 | 0.03% | 1,310 | 1,310 | — | $22.77万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $22.52万 | 0.03% | 8,917 | 8,917 | — | $22.52万 | 新建仓 |
| INTU | INTUIT INC | $22.48万 | 0.03% | 861 | -614 | -41.6% | -$16.03万 | 减仓 |
| ARW | ARROW ELECTRS INC COM | $22.43万 | 0.03% | 1,051 | 1,051 | — | $22.43万 | 新建仓 |
| PKG | PACKAGING CORP OF AMERICA | $22.36万 | 0.03% | 938 | 938 | — | $22.36万 | 新建仓 |
| TSN | TYSON FOODS INC CL A | $22.33万 | 0.03% | 3,901 | -572 | -12.8% | -$3.27万 | 减仓 |