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 |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALERIAN MLP ETF | $1,276.14万 | 6.64% | 242,427 | — | — | — | — |
| — | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | $861.82万 | 4.48% | 235,715 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHINES | $677.75万 | 3.53% | 27,961 | — | — | — | — |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $632.34万 | 3.29% | 48,292 | — | — | — | — |
| SO | SOUTHERN COMPANY | $622.77万 | 3.24% | 64,522 | — | — | — | — |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $595.86万 | 3.10% | 45,458 | — | — | — | — |
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $545.34万 | 2.84% | 29,236 | — | — | — | — |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $538.97万 | 2.80% | 321,391 | — | — | — | — |
| PPL | PPL CORPORATION | $523.45万 | 2.72% | 137,029 | — | — | — | — |
| IG | PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | $494.23万 | 2.57% | 239,466 | — | — | — | — |
| MSFT | MICROSOFT CORPORATION | $473.34万 | 2.46% | 12,787 | — | — | — | — |
| ED | CONSOLIDATED EDISON INCORPORATED | $444.04万 | 2.31% | 39,233 | — | — | — | — |
| WM | WASTE MGMT INCORPORATED DEL | $429.16万 | 2.23% | 18,676 | — | — | — | — |
| AEE | AMEREN CORPORATION | $415.26万 | 2.16% | 37,778 | — | — | — | — |
| CDNS | CADENCE DESIGN SYSTEMS INCORPORATED | $414.86万 | 2.16% | 14,930 | — | — | — | — |
| MCK | MCKESSON CORPORATION | $412.17万 | 2.14% | 4,763 | — | — | — | — |
| AXP | AMERICAN EXPRESS COMPANY | $412.10万 | 2.14% | 13,624 | — | — | — | — |
| COF | CAPITAL ONE FINL CORPORATION | $399.78万 | 2.08% | 21,914 | — | — | — | — |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $393.13万 | 2.05% | 96,902 | — | — | — | — |
| PSA | PUBLIC STORAGE OPER COMPANY REIT | $386.57万 | 2.01% | 14,271 | — | — | — | — |
| MAA | MID-AMER APT CMNTYS INCORPORATED REIT | $368.94万 | 1.92% | 30,211 | — | — | — | — |
| LLY | ELI LILLY & COMPANY | $354.02万 | 1.84% | 3,849 | — | — | — | — |
| ORCL | ORACLE CORPORATION | $337.66万 | 1.76% | 22,953 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $314.61万 | 1.64% | 15,206 | — | — | — | — |
| META | META PLATFORMS INCORPORATED CLASS A | $293.67万 | 1.53% | 5,133 | — | — | — | — |
| — | INVESCO BD FD | $285.54万 | 1.49% | 190,361 | — | — | — | — |
| AMZN | AMAZON COM INCORPORATED | $284.00万 | 1.48% | 13,636 | — | — | — | — |
| NRG | NRG ENERGY INCORPORATED COM NEW | $249.77万 | 1.30% | 17,091 | — | — | — | — |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED | $246.71万 | 1.28% | 7,543 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORPORATION | $240.00万 | 1.25% | 3,971 | — | — | — | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $233.98万 | 1.22% | 11,847 | — | — | — | — |
| XEVTX | EATON VANCE TAX ADVT DIV INCM | $222.87万 | 1.16% | 90,783 | — | — | — | — |
| CAT | CATERPILLAR INCORPORATED | $208.64万 | 1.09% | 2,945 | — | — | — | — |
| AAPL | APPLE INCORPORATED | $171.89万 | 0.89% | 6,773 | — | — | — | — |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $163.30万 | 0.85% | 22,536 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $157.84万 | 0.82% | 4,043 | — | — | — | — |
| WSBC | WESBANCO INCORPORATED | $147.01万 | 0.76% | 42,624 | — | — | — | — |
| ABBV | ABBVIE INCORPORATED | $139.63万 | 0.73% | 6,420 | — | — | — | — |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $137.90万 | 0.72% | 61,316 | — | — | — | — |
| D | DOMINION ENERGY INCORPORATED | $135.08万 | 0.70% | 21,850 | — | — | — | — |
| JPM | JPMORGAN CHASE & COMPANY | $129.70万 | 0.67% | 4,409 | — | — | — | — |
| — | EXXON MOBIL CORPORATION | $122.88万 | 0.64% | 7,243 | — | — | — | — |
| WMT | WALMART INCORPORATED | $111.07万 | 0.58% | 8,937 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $111.02万 | 0.58% | 5,335 | — | — | — | — |
| CHDN | CHURCHILL DOWNS INCORPORATED | $110.42万 | 0.57% | 12,292 | — | — | — | — |
| DIS | DISNEY WALT COMPANY | $108.30万 | 0.56% | 11,237 | — | — | — | — |
| PLD | PROLOGIS INCORPORATED. REIT | $104.33万 | 0.54% | 7,893 | — | — | — | — |
| BTSG | BRIGHTSPRING HEALTH SVCS INCORPORATED | $102.34万 | 0.53% | 24,018 | — | — | — | — |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $85.36万 | 0.44% | 619 | — | — | — | — |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $83.33万 | 0.43% | 2,046 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $77.83万 | 0.40% | 3,184 | — | — | — | — |
| GE | GE AEROSPACE COM NEW | $76.53万 | 0.40% | 2,697 | — | — | — | — |
| CSX | CSX CORPORATION | $76.46万 | 0.40% | 18,627 | — | — | — | — |
| TXRH | TEXAS ROADHOUSE INCORPORATED | $70.17万 | 0.37% | 4,249 | — | — | — | — |
| CLS | CELESTICA INCORPORATED (CANADA) | $69.04万 | 0.36% | 2,451 | — | — | — | — |
| VNQ | VANGUARD REAL ESTATE ETF | $67.94万 | 0.35% | 7,660 | — | — | — | — |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $67.61万 | 0.35% | 1,959 | — | — | — | — |
| CCJ | CAMECO CORPORATION (CANADA) | $64.00万 | 0.33% | 5,893 | — | — | — | — |
| JBL | JABIL INCORPORATED | $62.72万 | 0.33% | 2,361 | — | — | — | — |
| VTR | VENTAS INCORPORATED REIT | $62.51万 | 0.33% | 7,644 | — | — | — | — |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $59.82万 | 0.31% | 6,536 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $57.84万 | 0.30% | 3,954 | — | — | — | — |
| HUBB | HUBBELL INCORPORATED | $57.17万 | 0.30% | 1,165 | — | — | — | — |
| AER | AERCAP HOLDINGS NV SHS (NETHERLANDS) | $52.95万 | 0.28% | 3,860 | — | — | — | — |
| PG | PROCTER & GAMBLE COMPANY | $52.50万 | 0.27% | 3,635 | — | — | — | — |
| TIP | ISHARES TR TIPS BD ETF | $50.43万 | 0.26% | 4,570 | — | — | — | — |
| ASML | ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | $50.32万 | 0.26% | 381 | — | — | — | — |
| VMRK | EQUITY RESIDENTIAL SH BEN INT REIT | $50.19万 | 0.26% | 8,486 | — | — | — | — |
| DOC | HEALTHPEAK PROPERTIES INCORPORATED REIT | $50.19万 | 0.26% | 30,547 | — | — | — | — |
| — | BLACKROCK FLOATING RATE INCOME | $49.64万 | 0.26% | 45,045 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORPORATION | $47.98万 | 0.25% | 1,718 | — | — | — | — |
| DKNG | DRAFTKINGS INCORPORATED NEW COM CLASS A | $47.06万 | 0.24% | 21,768 | — | — | — | — |
| WMB | WILLIAMS COMPANIES INCORPORATED | $45.96万 | 0.24% | 6,315 | — | — | — | — |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $41.88万 | 0.22% | 50,341 | — | — | — | — |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $41.60万 | 0.22% | 3,130 | — | — | — | — |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $39.51万 | 0.21% | 3,017 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $37.90万 | 0.20% | 3,853 | — | — | — | — |
| T | AT&T INCORPORATED | $37.38万 | 0.19% | 12,895 | — | — | — | — |
| TSLA | TESLA INCORPORATED | $36.47万 | 0.19% | 981 | — | — | — | — |
| KYIV | KYIVSTAR GROUP LIMITED ORD SHS (BERMUDA) | $35.64万 | 0.19% | 35,220 | — | — | — | — |
| YUM | YUM BRANDS INCORPORATED | $34.98万 | 0.18% | 2,250 | — | — | — | — |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $34.36万 | 0.18% | 7,150 | — | — | — | — |
| MO | ALTRIA GROUP INCORPORATED | $34.31万 | 0.18% | 5,200 | — | — | — | — |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $33.69万 | 0.18% | 518 | — | — | — | — |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $33.23万 | 0.17% | 1,171 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $32.49万 | 0.17% | 384 | — | — | — | — |
| EVR | EVERCORE INCORPORATED CLASS A | $32.36万 | 0.17% | 1,084 | — | — | — | — |
| MCD | MCDONALDS CORPORATION | $32.23万 | 0.17% | 1,037 | — | — | — | — |
| ALNT | ALLIENT INCORPORATED | $31.21万 | 0.16% | 5,282 | — | — | — | — |
| CBRE | CBRE GROUP INCORPORATED CLASS A | $30.78万 | 0.16% | 2,272 | — | — | — | — |
| DG | DOLLAR GENERAL CORPORATION | $29.56万 | 0.15% | 2,490 | — | — | — | — |
| GLD | SPDR GOLD SHARES | $29.13万 | 0.15% | 677 | — | — | — | — |
| TMUS | T-MOBILE US INCORPORATED | $28.33万 | 0.15% | 1,349 | — | — | — | — |
| NU | NU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS) | $27.96万 | 0.15% | 19,457 | — | — | — | — |
| PEP | PEPSICO INCORPORATED | $27.39万 | 0.14% | 1,764 | — | — | — | — |
| KO | COCA COLA COMPANY | $27.29万 | 0.14% | 3,589 | — | — | — | — |
| COCO | VITA COCO COMPANY INCORPORATED | $26.96万 | 0.14% | 5,627 | — | — | — | — |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $26.43万 | 0.14% | 1,634 | — | — | — | — |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $26.13万 | 0.14% | 1,250 | — | — | — | — |
| EBAY | EBAY INCORPORATED. | $25.28万 | 0.13% | 2,777 | — | — | — | — |