LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LOUISVILLE KY · SEC CIK 0002131510
$2.13亿2026Q2 申报市值
124持仓数
33.6%前十大占比 · 第一大 6.0%
22 / 11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
BNDX 加仓+$598.52万
AAPL 加仓+$534.30万
ASML 加仓+$497.16万
ROK 新建仓+$372.50万
GOOG 加仓+$346.76万
2026Q2 卖出最多 按季末市值估算
IBM 减仓-$625.97万
CDNS 减仓-$377.38万
ORCL 清仓-$337.66万
SO 减仓-$304.98万
DUK 减仓-$297.41万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORPORATION | $0 | 0.00% | 0 | -22,953 | -100.0% | -$337.66万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $0 | 0.00% | 0 | -11,847 | -100.0% | -$233.98万 | 清仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $0 | 0.00% | 0 | -6,536 | -100.0% | -$59.82万 | 清仓 |
| HUBB | HUBBELL INCORPORATED | $0 | 0.00% | 0 | -1,165 | -100.0% | -$57.17万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $0 | 0.00% | 0 | -1,718 | -100.0% | -$47.98万 | 清仓 |
| DKNG | DRAFTKINGS INCORPORATED NEW COM CLASS A | $0 | 0.00% | 0 | -21,768 | -100.0% | -$47.06万 | 清仓 |
| KYIV | KYIVSTAR GROUP LIMITED ORD SHS (BERMUDA) | $0 | 0.00% | 0 | -35,220 | -100.0% | -$35.64万 | 清仓 |
| CBRE | CBRE GROUP INCORPORATED CLASS A | $0 | 0.00% | 0 | -2,272 | -100.0% | -$30.78万 | 清仓 |
| NU | NU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS) | $0 | 0.00% | 0 | -19,457 | -100.0% | -$27.96万 | 清仓 |
| COCO | VITA COCO COMPANY INCORPORATED | $0 | 0.00% | 0 | -5,627 | -100.0% | -$26.96万 | 清仓 |
| FVRR | FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) | $0 | 0.00% | 0 | -17,262 | -100.0% | -$17.30万 | 清仓 |
| PGX | INVESCO PREFERRED ETF | $15.11万 | 0.07% | 13,941 | -2,480 | -15.1% | -$2.69万 | 减仓 |
| DNP | DNP SELECT INCOME FD INCORPORATED | $15.26万 | 0.07% | 14,140 | -500 | -3.4% | -$5,395 | 减仓 |
| NVDA | NVIDIA CORPORATION | $20.01万 | 0.09% | 1,000 | 1,000 | — | $20.01万 | 新建仓 |
| INTC | INTEL CORPORATION | $20.09万 | 0.09% | 1,439 | 1,439 | — | $20.09万 | 新建仓 |
| FRME | FIRST MERCHANTS CORPORATION | $20.43万 | 0.10% | 4,675 | 4,675 | — | $20.43万 | 新建仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $20.61万 | 0.10% | 2,139 | 0 | 0.0% | — | 不变 |
| EWI | ISHARES INCORPORATED MSCI ITALY ETF | $20.96万 | 0.10% | 3,539 | 3,539 | — | $20.96万 | 新建仓 |
| BF/A | BROWN FORMAN CORPORATION CLASS A | $21.02万 | 0.10% | 7,683 | -91 | -1.2% | -$2,490 | 减仓 |
| SYBT | STOCK YDS BANCORP INCORPORATED | $21.12万 | 0.10% | 2,762 | 2,762 | — | $21.12万 | 新建仓 |
| FLKR | FRANKLIN FTSE SOUTH KOREA ETF | $21.15万 | 0.10% | 3,201 | 3,201 | — | $21.15万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $22.17万 | 0.10% | 443 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.17万 | 0.10% | 237 | -4 | -1.7% | -$3,742 | 减仓 |
| MMM | 3M COMPANY | $22.18万 | 0.10% | 1,370 | 1,370 | — | $22.18万 | 新建仓 |
| TMUS | T-MOBILE US INCORPORATED | $22.19万 | 0.10% | 1,323 | -26 | -1.9% | -$4,361 | 减仓 |
| RBCAA | REPUBLIC BANCORP INCORPORATED KY CLASS A | $22.22万 | 0.10% | 2,457 | 2,457 | — | $22.22万 | 新建仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $22.36万 | 0.11% | 397 | -4,736 | -92.3% | -$266.77万 | 减仓 |
| WELL | WELLTOWER INCORPORATED REIT | $22.70万 | 0.11% | 1,000 | 1,000 | — | $22.70万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $22.91万 | 0.11% | 622 | -55 | -8.1% | -$2.03万 | 减仓 |
| TFC | TRUIST FINL CORPORATION | $23.10万 | 0.11% | 4,637 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORPORATION | $23.37万 | 0.11% | 743 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $23.88万 | 0.11% | 1,764 | 0 | 0.0% | — | 不变 |
| T | AT&T INCORPORATED | $24.60万 | 0.12% | 11,882 | -1,013 | -7.9% | -$2.10万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $24.78万 | 0.12% | 4,622 | 53 | 1.2% | $2,841 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $25.20万 | 0.12% | 1,250 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INCORPORATED | $25.89万 | 0.12% | 1,340 | -2,909 | -68.5% | -$56.21万 | 减仓 |
| FLY | FIREFLY AEROSPACE INCORPORATED | $26.56万 | 0.12% | 9,034 | 9,034 | — | $26.56万 | 新建仓 |
| TSLA | TESLA INCORPORATED | $26.71万 | 0.13% | 635 | -346 | -35.3% | -$14.55万 | 减仓 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $27.53万 | 0.13% | 1,152 | -19 | -1.6% | -$4,541 | 减仓 |
| KO | COCA COLA COMPANY | $27.95万 | 0.13% | 3,439 | -150 | -4.2% | -$1.22万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $27.98万 | 0.13% | 1,035 | -2 | -0.2% | -$541 | 减仓 |
| DG | DOLLAR GENERAL CORPORATION | $28.09万 | 0.13% | 2,440 | -50 | -2.0% | -$5,755 | 减仓 |
| ASH | ASHLAND INCORPORATED | $28.27万 | 0.13% | 4,290 | -123 | -2.8% | -$8,104 | 减仓 |
| EBAY | EBAY INCORPORATED. | $30.35万 | 0.14% | 2,716 | -61 | -2.2% | -$6,817 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INCORPORATED | $30.61万 | 0.14% | 1,816 | 1,816 | — | $30.61万 | 新建仓 |
| HUM | HUMANA INCORPORATED | $31.06万 | 0.15% | 782 | 782 | — | $31.06万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $33.23万 | 0.16% | 445 | -73 | -14.1% | -$5.45万 | 减仓 |
| YUM | YUM BRANDS INCORPORATED | $35.60万 | 0.17% | 2,227 | -23 | -1.0% | -$3,677 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $36.67万 | 0.17% | 43,916 | -6,425 | -12.8% | -$5.36万 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $36.71万 | 0.17% | 3,125 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $37.22万 | 0.18% | 368 | -16 | -4.2% | -$1.62万 | 减仓 |
| MO | ALTRIA GROUP INCORPORATED | $37.41万 | 0.18% | 5,200 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCOME | $39.28万 | 0.18% | 35,746 | -9,299 | -20.6% | -$10.22万 | 减仓 |
| EVR | EVERCORE INCORPORATED CLASS A | $40.22万 | 0.19% | 1,178 | 94 | 8.7% | $3.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $40.37万 | 0.19% | 3,756 | -97 | -2.5% | -$1.04万 | 减仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $40.79万 | 0.19% | 5,487 | -828 | -13.1% | -$6.16万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $42.26万 | 0.20% | 2,892 | -125 | -4.1% | -$1.83万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $42.47万 | 0.20% | 2,293 | 659 | 40.3% | $12.21万 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $45.66万 | 0.21% | 3,014 | 3,014 | — | $45.66万 | 新建仓 |
| TIP | ISHARES TR TIPS BD ETF | $45.99万 | 0.22% | 4,203 | -367 | -8.0% | -$4.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.39万 | 0.23% | 4,148 | 194 | 4.9% | $2.26万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $51.93万 | 0.24% | 3,541 | -94 | -2.6% | -$1.38万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT REIT | $52.69万 | 0.25% | 7,756 | -730 | -8.6% | -$4.96万 | 减仓 |
| VTR | VENTAS INCORPORATED REIT | $55.88万 | 0.26% | 6,293 | -1,351 | -17.7% | -$12.00万 | 减仓 |
| ALNT | ALLIENT INCORPORATED | $56.87万 | 0.27% | 5,525 | 243 | 4.6% | $2.50万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INCORPORATED REIT | $57.88万 | 0.27% | 27,048 | -3,499 | -11.5% | -$7.49万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $58.38万 | 0.27% | 2,009 | 50 | 2.6% | $1.45万 | 加仓 |
| AER | AERCAP HOLDINGS NV SHS (NETHERLANDS) | $59.04万 | 0.28% | 4,050 | 190 | 4.9% | $2.77万 | 加仓 |
| FFIV | F5 INCORPORATED | $62.10万 | 0.29% | 1,493 | 1,493 | — | $62.10万 | 新建仓 |
| CTVA | CORTEVA INCORPORATED | $63.97万 | 0.30% | 7,553 | 7,553 | — | $63.97万 | 新建仓 |
| D | DOMINION ENERGY INCORPORATED | $64.18万 | 0.30% | 9,398 | -12,452 | -57.0% | -$85.03万 | 减仓 |
| VIRT | VIRTU FINL INCORPORATED CLASS A | $65.06万 | 0.31% | 10,921 | 10,921 | — | $65.06万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT INCORPORATED | $70.28万 | 0.33% | 3,838 | 3,838 | — | $70.28万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $72.88万 | 0.34% | 7,558 | -102 | -1.3% | -$9,836 | 减仓 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $77.08万 | 0.36% | 5,277 | -11,814 | -69.1% | -$172.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.86万 | 0.38% | 3,184 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $82.17万 | 0.39% | 4,313 | 1,183 | 37.8% | $22.54万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $84.36万 | 0.40% | 1,005 | -1,041 | -50.9% | -$87.38万 | 减仓 |
| CCJ | CAMECO CORPORATION (CANADA) | $85.00万 | 0.40% | 8,345 | 2,452 | 41.6% | $24.98万 | 加仓 |
| CSX | CSX CORPORATION | $87.49万 | 0.41% | 18,408 | -219 | -1.2% | -$1.04万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORPORATION | $88.89万 | 0.42% | 1,441 | 1,441 | — | $88.89万 | 新建仓 |
| — | EXXON MOBIL CORPORATION | $94.24万 | 0.44% | 6,893 | -350 | -4.8% | -$4.79万 | 减仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $96.01万 | 0.45% | 7,087 | -806 | -10.2% | -$10.92万 | 减仓 |
| CLS | CELESTICA INCORPORATED (CANADA) | $97.11万 | 0.46% | 2,662 | 211 | 8.6% | $7.70万 | 加仓 |
| JBL | JABIL INCORPORATED | $99.07万 | 0.47% | 2,570 | 209 | 8.9% | $8.06万 | 加仓 |
| CHDN | CHURCHILL DOWNS INCORPORATED | $104.18万 | 0.49% | 11,622 | -670 | -5.5% | -$6.01万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $104.79万 | 0.49% | 2,804 | 107 | 4.0% | $4.00万 | 加仓 |
| DIS | DISNEY WALT COMPANY | $111.61万 | 0.53% | 11,596 | 359 | 3.2% | $3.46万 | 加仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $118.31万 | 0.56% | 54,170 | -7,146 | -11.7% | -$15.61万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $126.51万 | 0.60% | 5,308 | -8,328 | -61.1% | -$198.49万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $129.02万 | 0.61% | 651 | 32 | 5.2% | $6.34万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $130.79万 | 0.62% | 5,312 | -23 | -0.4% | -$5,663 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $140.33万 | 0.66% | 4,287 | -122 | -2.8% | -$3.99万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $160.32万 | 0.75% | 5,701 | -22,260 | -79.6% | -$625.97万 | 减仓 |
| GLW | CORNING INCORPORATED | $162.20万 | 0.76% | 6,350 | 6,350 | — | $162.20万 | 新建仓 |
| WSBC | WESBANCO INCORPORATED | $163.24万 | 0.77% | 41,823 | -801 | -1.9% | -$3.13万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INCORPORATED | $170.65万 | 0.80% | 24,470 | 452 | 1.9% | $3.15万 | 加仓 |
| WMT | WALMART INC | $174.31万 | 0.82% | 15,390 | 6,453 | 72.2% | $73.09万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $182.97万 | 0.86% | 4,875 | -10,055 | -67.3% | -$377.38万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $189.06万 | 0.89% | 7,513 | 1,093 | 17.0% | $27.50万 | 加仓 |