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 |
|---|---|---|---|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $25.20万 | 0.12% | 1,250 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $24.78万 | 0.12% | 4,622 | 53 | 1.2% | $2,841 | 加仓 |
| T | AT&T INCORPORATED | $24.60万 | 0.12% | 11,882 | -1,013 | -7.9% | -$2.10万 | 减仓 |
| PEP | PEPSICO INC | $23.88万 | 0.11% | 1,764 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORPORATION | $23.37万 | 0.11% | 743 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORPORATION | $23.10万 | 0.11% | 4,637 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $22.91万 | 0.11% | 622 | -55 | -8.1% | -$2.03万 | 减仓 |
| WELL | WELLTOWER INCORPORATED REIT | $22.70万 | 0.11% | 1,000 | 1,000 | — | $22.70万 | 新建仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $22.36万 | 0.11% | 397 | -4,736 | -92.3% | -$266.77万 | 减仓 |
| RBCAA | REPUBLIC BANCORP INCORPORATED KY CLASS A | $22.22万 | 0.10% | 2,457 | 2,457 | — | $22.22万 | 新建仓 |
| TMUS | T-MOBILE US INCORPORATED | $22.19万 | 0.10% | 1,323 | -26 | -1.9% | -$4,361 | 减仓 |
| MMM | 3M COMPANY | $22.18万 | 0.10% | 1,370 | 1,370 | — | $22.18万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.17万 | 0.10% | 237 | -4 | -1.7% | -$3,742 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $22.17万 | 0.10% | 443 | 0 | 0.0% | — | 不变 |
| FLKR | FRANKLIN FTSE SOUTH KOREA ETF | $21.15万 | 0.10% | 3,201 | 3,201 | — | $21.15万 | 新建仓 |
| SYBT | STOCK YDS BANCORP INCORPORATED | $21.12万 | 0.10% | 2,762 | 2,762 | — | $21.12万 | 新建仓 |
| BF/A | BROWN FORMAN CORPORATION CLASS A | $21.02万 | 0.10% | 7,683 | -91 | -1.2% | -$2,490 | 减仓 |
| EWI | ISHARES INCORPORATED MSCI ITALY ETF | $20.96万 | 0.10% | 3,539 | 3,539 | — | $20.96万 | 新建仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $20.61万 | 0.10% | 2,139 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORPORATION | $20.43万 | 0.10% | 4,675 | 4,675 | — | $20.43万 | 新建仓 |
| INTC | INTEL CORPORATION | $20.09万 | 0.09% | 1,439 | 1,439 | — | $20.09万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $20.01万 | 0.09% | 1,000 | 1,000 | — | $20.01万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INCORPORATED | $15.26万 | 0.07% | 14,140 | -500 | -3.4% | -$5,395 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $15.11万 | 0.07% | 13,941 | -2,480 | -15.1% | -$2.69万 | 减仓 |
| 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 |