LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LOUISVILLE KY · SEC CIK 0002131510
$1.92亿2026Q1 申报市值
113持仓数
35.2%前十大占比 · 第一大 6.6%
0 / 0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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INCORPORATED DEL | $429.16万 | 2.23% | 18,676 | — | — | — | — |
| ED | CONSOLIDATED EDISON INCORPORATED | $444.04万 | 2.31% | 39,233 | — | — | — | — |
| MSFT | MICROSOFT CORPORATION | $473.34万 | 2.46% | 12,787 | — | — | — | — |
| IG | PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | $494.23万 | 2.57% | 239,466 | — | — | — | — |
| PPL | PPL CORPORATION | $523.45万 | 2.72% | 137,029 | — | — | — | — |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $538.97万 | 2.80% | 321,391 | — | — | — | — |
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $545.34万 | 2.84% | 29,236 | — | — | — | — |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $595.86万 | 3.10% | 45,458 | — | — | — | — |
| SO | SOUTHERN COMPANY | $622.77万 | 3.24% | 64,522 | — | — | — | — |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $632.34万 | 3.29% | 48,292 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHINES | $677.75万 | 3.53% | 27,961 | — | — | — | — |
| — | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | $861.82万 | 4.48% | 235,715 | — | — | — | — |
| AMLP | ALERIAN MLP ETF | $1,276.14万 | 6.64% | 242,427 | — | — | — | — |