13F 机构持仓

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

LOUISVILLE KY · SEC CIK 0002131510

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AMLP 6.6%
GOLDMAN SACHS 4.5%
IBM 3.5%
DUK 3.3%
SO 3.2%
AEP 3.1%
SPG 2.8%
WCMI 2.8%
PPL 2.7%
IG 2.6%

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
ASH ASHLAND INCORPORATED $24.54万0.13%4,413 —— — —
CSCO CISCO SYSTEMS INCORPORATED $24.25万0.13%3,125 —— — —
COST COSTCO WHOLESALE CORPORATION $24.01万0.12%241 —— — —
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $22.56万0.12%4,569 —— — —
NSC NORFOLK SOUTHN CORPORATION $21.32万0.11%743 —— — —
TFC TRUIST FINL CORPORATION $21.32万0.11%4,637 —— — —
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW $21.23万0.11%443 —— — —
BF/A BROWN FORMAN CORPORATION CLASS A $20.83万0.11%7,774 —— — —
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF $20.47万0.11%2,139 —— — —
GOOG ALPHABET INCORPORATED CAP STK CLASS C $20.19万0.11%704 —— — —
PGX INVESCO PREFERRED ETF $17.87万0.09%16,421 —— — —
FVRR FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) $17.30万0.09%17,262 —— — —
DNP DNP SELECT INCOME FD INCORPORATED $15.08万0.08%14,640 —— — —