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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6,345.70万 | 8.87% | 722,416 | -95,909 | -11.7% | -$842.46万 | 减仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $3,394.50万 | 4.75% | 852,674 | -467 | -0.1% | -$1.86万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,410.92万 | 3.37% | 169,271 | -8,713 | -4.9% | -$124.10万 | 减仓 |
| AAPL | APPLE INC | $2,146.49万 | 3.00% | 84,578 | -1,455 | -1.7% | -$36.93万 | 减仓 |
| NVDA | NVIDIA CORP | $2,141.77万 | 2.99% | 122,808 | 8,427 | 7.4% | $146.97万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $2,137.37万 | 2.99% | 225,627 | 2,994 | 1.3% | $28.36万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2,133.63万 | 2.98% | 814,364 | 47,090 | 6.1% | $123.38万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $2,113.35万 | 2.96% | 386,706 | 386,706 | — | $2,113.35万 | 新建仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $1,781.05万 | 2.49% | 333,342 | 5,198 | 1.6% | $27.77万 | 加仓 |
| MSFT | MICROSOFT | $1,298.27万 | 1.82% | 35,072 | -73 | -0.2% | -$2.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $1,254.03万 | 1.75% | 86,820 | 5,075 | 6.2% | $73.30万 | 加仓 |
| GQI | NATIXIS GATEWAY QUALITY INCOME ETF | $1,150.16万 | 1.61% | 209,699 | -20,475 | -8.9% | -$112.30万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $1,128.37万 | 1.58% | 225,720 | -229 | -0.1% | -$1.14万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1,038.11万 | 1.45% | 262,945 | 262,945 | — | $1,038.11万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,023.27万 | 1.43% | 145,807 | -23,616 | -13.9% | -$165.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $997.05万 | 1.39% | 33,895 | 331 | 1.0% | $9.74万 | 加仓 |
| GOOGL | GOOGLE INC | $992.41万 | 1.39% | 34,511 | 144 | 0.4% | $4.14万 | 加仓 |
| AMZN | AMAZON.COM INC | $970.26万 | 1.36% | 46,587 | -597 | -1.3% | -$12.43万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $835.21万 | 1.17% | 29,116 | 180 | 0.6% | $5.16万 | 加仓 |
| META | META PLATFORMS INC CL A | $657.57万 | 0.92% | 11,493 | 506 | 4.6% | $28.95万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $598.84万 | 0.84% | 19,348 | 563 | 3.0% | $17.43万 | 加仓 |
| TSLA | TESLA MOTORS INC | $595.42万 | 0.83% | 16,017 | -63 | -0.4% | -$2.34万 | 减仓 |
| VTI | VANGUARD TOTAL STK MKT | $570.99万 | 0.80% | 17,798 | -206 | -1.1% | -$6.61万 | 减仓 |
| NFLX | NETFLIX COM INC | $485.76万 | 0.68% | 50,521 | 10,513 | 26.3% | $101.08万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $470.22万 | 0.66% | 51,941 | -3,468 | -6.3% | -$31.40万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $469.95万 | 0.66% | 189,574 | 9,004 | 5.0% | $22.32万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $428.65万 | 0.60% | 39,079 | -2,733 | -6.5% | -$29.98万 | 减仓 |
| — | EXXON MOBIL CORP COM | $403.87万 | 0.56% | 23,805 | 584 | 2.5% | $9.91万 | 加仓 |
| V | VISA INC | $402.96万 | 0.56% | 13,332 | 412 | 3.2% | $12.45万 | 加仓 |
| WMT | WALMART INC COM | $391.17万 | 0.55% | 31,475 | 493 | 1.6% | $6.13万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $388.83万 | 0.54% | 5,953 | 125 | 2.1% | $8.16万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $379.68万 | 0.53% | 75,020 | 994 | 1.3% | $5.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $370.34万 | 0.52% | 15,151 | 768 | 5.3% | $18.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $365.28万 | 0.51% | 7,623 | 131 | 1.7% | $6.28万 | 加仓 |
| MRK | MERCK & CO INC | $338.14万 | 0.47% | 28,111 | -549 | -1.9% | -$6.60万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $333.47万 | 0.47% | 16,025 | 144 | 0.9% | $3.00万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $332.76万 | 0.47% | 51,930 | -3,625 | -6.5% | -$23.23万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $331.84万 | 0.46% | 71,425 | 692 | 1.0% | $3.22万 | 加仓 |
| MU | MICRON TECHNOLOGY | $317.37万 | 0.44% | 9,394 | 828 | 9.7% | $27.97万 | 加仓 |
| ORCL | ORACLE CORPORATION | $297.27万 | 0.42% | 20,208 | 1,238 | 6.5% | $18.21万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $294.09万 | 0.41% | 14,214 | 339 | 2.4% | $7.01万 | 加仓 |
| LLY | ELI LILLY & CO COM | $292.83万 | 0.41% | 3,184 | 35 | 1.1% | $3.22万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $291.21万 | 0.41% | 38,730 | 4,499 | 13.1% | $33.83万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $267.15万 | 0.37% | 54,799 | -2,529 | -4.4% | -$12.33万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $262.53万 | 0.37% | 4,037 | -1,051 | -20.7% | -$68.35万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $259.30万 | 0.36% | 49,128 | 1,909 | 4.0% | $10.08万 | 加仓 |
| CSCO | CISCO SYS INC | $249.52万 | 0.35% | 32,159 | 3,577 | 12.5% | $27.75万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $237.73万 | 0.33% | 30,223 | -21,268 | -41.3% | -$167.29万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $236.38万 | 0.33% | 17,908 | -2,355 | -11.6% | -$31.09万 | 减仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $229.61万 | 0.32% | 92,585 | -1,509 | -1.6% | -$3.74万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $229.32万 | 0.32% | 6,709 | 1,104 | 19.7% | $37.74万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $228.10万 | 0.32% | 8,038 | 399 | 5.2% | $11.32万 | 加仓 |
| GEV | GE VERNOVA INC COM | $221.22万 | 0.31% | 2,534 | 203 | 8.7% | $17.72万 | 加仓 |
| C | CITIGROUP INC | $216.21万 | 0.30% | 19,065 | 138 | 0.7% | $1.57万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $214.10万 | 0.30% | 14,637 | 162 | 1.1% | $2.37万 | 加仓 |
| CRM | SALESFORCE COM | $212.42万 | 0.30% | 11,379 | -420 | -3.6% | -$7.84万 | 减仓 |
| KO | COCA COLA CO COM | $211.63万 | 0.30% | 27,828 | 601 | 2.2% | $4.57万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $210.08万 | 0.29% | 252,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $203.23万 | 0.28% | 10,211 | 141 | 1.4% | $2.81万 | 加仓 |
| CAT | CATERPILLAR INC COM | $198.30万 | 0.28% | 2,799 | 49 | 1.8% | $3.47万 | 加仓 |
| ABBV | ABBVIE INC COM | $197.76万 | 0.28% | 9,093 | -51 | -0.6% | -$1.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $196.98万 | 0.28% | 9,683 | 1,735 | 21.8% | $35.29万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $196.32万 | 0.27% | 9,189 | 2,025 | 28.3% | $43.26万 | 加仓 |
| HD | HOME DEPOT | $191.32万 | 0.27% | 5,817 | -109 | -1.8% | -$3.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $190.20万 | 0.27% | 1,909 | 205 | 12.0% | $20.42万 | 加仓 |
| MA | MASTERCARD INC | $188.57万 | 0.26% | 3,774 | -26 | -0.7% | -$1.30万 | 减仓 |
| USB | US BANCORP COM NEW | $187.82万 | 0.26% | 36,113 | 1,800 | 5.2% | $9.36万 | 加仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $182.41万 | 0.26% | 51,573 | 2,936 | 6.0% | $10.38万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $180.55万 | 0.25% | 35,767 | 3,130 | 9.6% | $15.80万 | 加仓 |
| MCD | MCDONALDS CORP COM | $179.93万 | 0.25% | 5,789 | 289 | 5.3% | $8.98万 | 加仓 |
| TJX | TJX COS INC NEW COM | $177.87万 | 0.25% | 11,138 | 571 | 5.4% | $9.12万 | 加仓 |
| UNP | UNION PAC CORP COM | $177.82万 | 0.25% | 7,329 | 267 | 3.8% | $6.48万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $174.70万 | 0.24% | 21,944 | -871 | -3.8% | -$6.93万 | 减仓 |
| SNA | SNAP ON INC COM | $169.95万 | 0.24% | 4,679 | -19 | -0.4% | -$6,901 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $168.95万 | 0.24% | 13,379 | 2,186 | 19.5% | $27.60万 | 加仓 |
| GLD | SPDR GOLD ETF | $168.08万 | 0.24% | 3,906 | 15 | 0.4% | $6,455 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $165.03万 | 0.23% | 9,981 | -215 | -2.1% | -$3.55万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $164.76万 | 0.23% | 41,775 | 2,941 | 7.6% | $11.60万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $164.71万 | 0.23% | 27,158 | 2,072 | 8.3% | $12.57万 | 加仓 |
| RTX | RTX CORPORATION COM | $164.47万 | 0.23% | 8,526 | 239 | 2.9% | $4.61万 | 加仓 |
| PSX | PHILLIPS 66 | $155.67万 | 0.22% | 8,545 | -2,210 | -20.5% | -$40.26万 | 减仓 |
| IBM | INTL BUSINESS MACHINES | $154.40万 | 0.22% | 6,370 | 707 | 12.5% | $17.14万 | 加仓 |
| CTVA | CORTEVA INC COM | $153.49万 | 0.21% | 18,336 | 326 | 1.8% | $2.73万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $151.81万 | 0.21% | 24,309 | 3,004 | 14.1% | $18.76万 | 加仓 |
| QQQ | POWERSHARES QQQ TR | $148.60万 | 0.21% | 2,575 | -16 | -0.6% | -$9,233 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $146.77万 | 0.21% | 1,735 | 14 | 0.8% | $1.18万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $145.69万 | 0.20% | 9,263 | 716 | 8.4% | $11.26万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $144.37万 | 0.20% | 7,914 | -1,741 | -18.0% | -$31.76万 | 减仓 |
| TRGP | TARGA RES CORP COM | $141.70万 | 0.20% | 5,652 | -788 | -12.2% | -$19.76万 | 减仓 |
| NKE | NIKE INC CLASS B | $141.59万 | 0.20% | 26,805 | 1,560 | 6.2% | $8.24万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $141.07万 | 0.20% | 4,328 | 309 | 7.7% | $10.07万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS IN | $140.37万 | 0.20% | 3,144 | 169 | 5.7% | $7.55万 | 加仓 |
| MPC | MARATHON PETE CORP | $139.19万 | 0.19% | 5,700 | -739 | -11.5% | -$18.05万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $135.19万 | 0.19% | 11,397 | -293 | -2.5% | -$3.48万 | 减仓 |
| INTC | INTEL CORP COM | $134.98万 | 0.19% | 30,587 | 8,738 | 40.0% | $38.56万 | 加仓 |
| PEP | PEPSICO INC COM | $134.61万 | 0.19% | 8,668 | 130 | 1.5% | $2.02万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL CMN | $132.51万 | 0.19% | 19,932 | 128 | 0.6% | $8,509 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $132.06万 | 0.18% | 25,304 | -741 | -2.8% | -$3.87万 | 减仓 |
| FISV | FISERV INC | $130.97万 | 0.18% | 23,471 | 1,892 | 8.8% | $10.56万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $130.19万 | 0.18% | 13,853 | -1,295 | -8.5% | -$12.17万 | 减仓 |