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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORPORATION | $202.31万 | 0.95% | 3,971 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORPORATION | $231.29万 | 1.09% | 11,529 | -10,385 | -47.4% | -$208.34万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INCORPORATED | $244.87万 | 1.15% | 4,246 | 4,246 | — | $244.87万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $246.15万 | 1.16% | 14,850 | -356 | -2.3% | -$5.90万 | 减仓 |
| MCK | MCKESSON CORPORATION | $256.90万 | 1.21% | 3,400 | -1,363 | -28.6% | -$102.99万 | 减仓 |
| — | INVESCO BD FD | $260.80万 | 1.23% | 172,032 | -18,329 | -9.6% | -$27.79万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INCORPORATED CLASS A | $272.57万 | 1.28% | 13,540 | 13,540 | — | $272.57万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $298.77万 | 1.41% | 3,915 | -128 | -3.2% | -$9.77万 | 减仓 |
| CAT | CATERPILLAR INCORPORATED | $307.76万 | 1.45% | 2,890 | -55 | -1.9% | -$5.86万 | 减仓 |
| SO | SOUTHERN COMPANY | $312.56万 | 1.47% | 32,657 | -31,865 | -49.4% | -$304.98万 | 减仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $313.87万 | 1.48% | 24,796 | -23,496 | -48.7% | -$297.41万 | 减仓 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $351.90万 | 1.66% | 36,610 | 14,074 | 62.5% | $135.28万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM | $356.62万 | 1.68% | 128,835 | 38,052 | 41.9% | $105.33万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $371.63万 | 1.75% | 10,518 | 9,814 | 1,394.0% | $346.76万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $372.50万 | 1.75% | 7,524 | 7,524 | — | $372.50万 | 新建仓 |
| AEE | AMEREN CORPORATION | $378.62万 | 1.78% | 33,494 | -4,284 | -11.3% | -$48.43万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $389.93万 | 1.83% | 3,251 | -598 | -15.5% | -$71.73万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $403.61万 | 1.90% | 10,891 | 3,348 | 44.4% | $124.07万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $410.67万 | 1.93% | 101,027 | 4,125 | 4.3% | $16.77万 | 加仓 |
| ED | CONSOLIDATED EDISON INCORPORATED | $436.62万 | 2.05% | 39,467 | 234 | 0.6% | $2.59万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INCORPORATED REIT | $446.82万 | 2.10% | 32,159 | 1,948 | 6.4% | $27.07万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $455.05万 | 2.14% | 13,453 | -171 | -1.3% | -$5.78万 | 减仓 |
| WM | WASTE MGMT INCORPORATED DEL | $465.69万 | 2.19% | 20,894 | 2,218 | 11.9% | $49.43万 | 加仓 |
| PSA | PUBLIC STORAGE REIT | $467.41万 | 2.20% | 14,684 | 413 | 2.9% | $13.15万 | 加仓 |
| PPL | PPL CORPORATION | $499.26万 | 2.35% | 137,349 | 320 | 0.2% | $1.16万 | 加仓 |
| IG | PRINCIPAL INVESTMENT GRADE CORPORATE ETF | $503.55万 | 2.37% | 243,672 | 4,206 | 1.8% | $8.69万 | 加仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $530.23万 | 2.49% | 38,757 | -6,701 | -14.7% | -$91.68万 | 减仓 |
| ASML | ASML HOLDING NV (NETHERLANDS) | $572.96万 | 2.70% | 2,880 | 2,499 | 655.9% | $497.16万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $587.25万 | 2.76% | 15,743 | 2,956 | 23.1% | $110.26万 | 加仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $590.37万 | 2.78% | 301,672 | -19,719 | -6.1% | -$38.59万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $633.14万 | 2.98% | 130,734 | 123,584 | 1,728.4% | $598.52万 | 加仓 |
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $662.47万 | 3.12% | 29,621 | 385 | 1.3% | $8.61万 | 加仓 |
| AAPL | APPLE INCORPORATED | $730.29万 | 3.44% | 25,238 | 18,465 | 272.6% | $534.30万 | 加仓 |
| — | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | $1,046.74万 | 4.92% | 232,435 | -3,280 | -1.4% | -$14.77万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $1,279.74万 | 6.02% | 246,815 | 4,388 | 1.8% | $22.75万 | 加仓 |