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 |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALERIAN MLP ETF | $1,279.74万 | 6.02% | 246,815 | 4,388 | 1.8% | $22.75万 | 加仓 |
| — | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | $1,046.74万 | 4.92% | 232,435 | -3,280 | -1.4% | -$14.77万 | 减仓 |
| AAPL | APPLE INCORPORATED | $730.29万 | 3.44% | 25,238 | 18,465 | 272.6% | $534.30万 | 加仓 |
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $662.47万 | 3.12% | 29,621 | 385 | 1.3% | $8.61万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $633.14万 | 2.98% | 130,734 | 123,584 | 1,728.4% | $598.52万 | 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 |
| MSFT | MICROSOFT CORPORATION | $587.25万 | 2.76% | 15,743 | 2,956 | 23.1% | $110.26万 | 加仓 |
| ASML | ASML HOLDING NV (NETHERLANDS) | $572.96万 | 2.70% | 2,880 | 2,499 | 655.9% | $497.16万 | 加仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $530.23万 | 2.49% | 38,757 | -6,701 | -14.7% | -$91.68万 | 减仓 |
| IG | PRINCIPAL INVESTMENT GRADE CORPORATE ETF | $503.55万 | 2.37% | 243,672 | 4,206 | 1.8% | $8.69万 | 加仓 |
| PPL | PPL CORPORATION | $499.26万 | 2.35% | 137,349 | 320 | 0.2% | $1.16万 | 加仓 |
| PSA | PUBLIC STORAGE REIT | $467.41万 | 2.20% | 14,684 | 413 | 2.9% | $13.15万 | 加仓 |
| WM | WASTE MGMT INCORPORATED DEL | $465.69万 | 2.19% | 20,894 | 2,218 | 11.9% | $49.43万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $455.05万 | 2.14% | 13,453 | -171 | -1.3% | -$5.78万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INCORPORATED REIT | $446.82万 | 2.10% | 32,159 | 1,948 | 6.4% | $27.07万 | 加仓 |
| ED | CONSOLIDATED EDISON INCORPORATED | $436.62万 | 2.05% | 39,467 | 234 | 0.6% | $2.59万 | 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 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $403.61万 | 1.90% | 10,891 | 3,348 | 44.4% | $124.07万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $389.93万 | 1.83% | 3,251 | -598 | -15.5% | -$71.73万 | 减仓 |
| AEE | AMEREN CORPORATION | $378.62万 | 1.78% | 33,494 | -4,284 | -11.3% | -$48.43万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $372.50万 | 1.75% | 7,524 | 7,524 | — | $372.50万 | 新建仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $371.63万 | 1.75% | 10,518 | 9,814 | 1,394.0% | $346.76万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM | $356.62万 | 1.68% | 128,835 | 38,052 | 41.9% | $105.33万 | 加仓 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $351.90万 | 1.66% | 36,610 | 14,074 | 62.5% | $135.28万 | 加仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $313.87万 | 1.48% | 24,796 | -23,496 | -48.7% | -$297.41万 | 减仓 |
| SO | SOUTHERN COMPANY | $312.56万 | 1.47% | 32,657 | -31,865 | -49.4% | -$304.98万 | 减仓 |
| CAT | CATERPILLAR INCORPORATED | $307.76万 | 1.45% | 2,890 | -55 | -1.9% | -$5.86万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $298.77万 | 1.41% | 3,915 | -128 | -3.2% | -$9.77万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INCORPORATED CLASS A | $272.57万 | 1.28% | 13,540 | 13,540 | — | $272.57万 | 新建仓 |
| — | INVESCO BD FD | $260.80万 | 1.23% | 172,032 | -18,329 | -9.6% | -$27.79万 | 减仓 |
| MCK | MCKESSON CORPORATION | $256.90万 | 1.21% | 3,400 | -1,363 | -28.6% | -$102.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $246.15万 | 1.16% | 14,850 | -356 | -2.3% | -$5.90万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INCORPORATED | $244.87万 | 1.15% | 4,246 | 4,246 | — | $244.87万 | 新建仓 |
| COF | CAPITAL ONE FINL CORPORATION | $231.29万 | 1.09% | 11,529 | -10,385 | -47.4% | -$208.34万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $202.31万 | 0.95% | 3,971 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INCORPORATED | $189.06万 | 0.89% | 7,513 | 1,093 | 17.0% | $27.50万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $182.97万 | 0.86% | 4,875 | -10,055 | -67.3% | -$377.38万 | 减仓 |
| WMT | WALMART INC | $174.31万 | 0.82% | 15,390 | 6,453 | 72.2% | $73.09万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INCORPORATED | $170.65万 | 0.80% | 24,470 | 452 | 1.9% | $3.15万 | 加仓 |
| WSBC | WESBANCO INCORPORATED | $163.24万 | 0.77% | 41,823 | -801 | -1.9% | -$3.13万 | 减仓 |
| GLW | CORNING INCORPORATED | $162.20万 | 0.76% | 6,350 | 6,350 | — | $162.20万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $160.32万 | 0.75% | 5,701 | -22,260 | -79.6% | -$625.97万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $140.33万 | 0.66% | 4,287 | -122 | -2.8% | -$3.99万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $130.79万 | 0.62% | 5,312 | -23 | -0.4% | -$5,663 | 减仓 |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $129.02万 | 0.61% | 651 | 32 | 5.2% | $6.34万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $126.51万 | 0.60% | 5,308 | -8,328 | -61.1% | -$198.49万 | 减仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $118.31万 | 0.56% | 54,170 | -7,146 | -11.7% | -$15.61万 | 减仓 |
| DIS | DISNEY WALT COMPANY | $111.61万 | 0.53% | 11,596 | 359 | 3.2% | $3.46万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $104.79万 | 0.49% | 2,804 | 107 | 4.0% | $4.00万 | 加仓 |
| CHDN | CHURCHILL DOWNS INCORPORATED | $104.18万 | 0.49% | 11,622 | -670 | -5.5% | -$6.01万 | 减仓 |
| JBL | JABIL INCORPORATED | $99.07万 | 0.47% | 2,570 | 209 | 8.9% | $8.06万 | 加仓 |
| CLS | CELESTICA INCORPORATED (CANADA) | $97.11万 | 0.46% | 2,662 | 211 | 8.6% | $7.70万 | 加仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $96.01万 | 0.45% | 7,087 | -806 | -10.2% | -$10.92万 | 减仓 |
| — | EXXON MOBIL CORPORATION | $94.24万 | 0.44% | 6,893 | -350 | -4.8% | -$4.79万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORPORATION | $88.89万 | 0.42% | 1,441 | 1,441 | — | $88.89万 | 新建仓 |
| CSX | CSX CORPORATION | $87.49万 | 0.41% | 18,408 | -219 | -1.2% | -$1.04万 | 减仓 |
| CCJ | CAMECO CORPORATION (CANADA) | $85.00万 | 0.40% | 8,345 | 2,452 | 41.6% | $24.98万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $84.36万 | 0.40% | 1,005 | -1,041 | -50.9% | -$87.38万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $82.17万 | 0.39% | 4,313 | 1,183 | 37.8% | $22.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $80.86万 | 0.38% | 3,184 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $77.08万 | 0.36% | 5,277 | -11,814 | -69.1% | -$172.56万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $72.88万 | 0.34% | 7,558 | -102 | -1.3% | -$9,836 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INCORPORATED | $70.28万 | 0.33% | 3,838 | 3,838 | — | $70.28万 | 新建仓 |
| VIRT | VIRTU FINL INCORPORATED CLASS A | $65.06万 | 0.31% | 10,921 | 10,921 | — | $65.06万 | 新建仓 |
| D | DOMINION ENERGY INCORPORATED | $64.18万 | 0.30% | 9,398 | -12,452 | -57.0% | -$85.03万 | 减仓 |
| CTVA | CORTEVA INCORPORATED | $63.97万 | 0.30% | 7,553 | 7,553 | — | $63.97万 | 新建仓 |
| FFIV | F5 INCORPORATED | $62.10万 | 0.29% | 1,493 | 1,493 | — | $62.10万 | 新建仓 |
| AER | AERCAP HOLDINGS NV SHS (NETHERLANDS) | $59.04万 | 0.28% | 4,050 | 190 | 4.9% | $2.77万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $58.38万 | 0.27% | 2,009 | 50 | 2.6% | $1.45万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INCORPORATED REIT | $57.88万 | 0.27% | 27,048 | -3,499 | -11.5% | -$7.49万 | 减仓 |
| ALNT | ALLIENT INCORPORATED | $56.87万 | 0.27% | 5,525 | 243 | 4.6% | $2.50万 | 加仓 |
| VTR | VENTAS INCORPORATED REIT | $55.88万 | 0.26% | 6,293 | -1,351 | -17.7% | -$12.00万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT REIT | $52.69万 | 0.25% | 7,756 | -730 | -8.6% | -$4.96万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $51.93万 | 0.24% | 3,541 | -94 | -2.6% | -$1.38万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.39万 | 0.23% | 4,148 | 194 | 4.9% | $2.26万 | 加仓 |
| TIP | ISHARES TR TIPS BD ETF | $45.99万 | 0.22% | 4,203 | -367 | -8.0% | -$4.02万 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $45.66万 | 0.21% | 3,014 | 3,014 | — | $45.66万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $42.47万 | 0.20% | 2,293 | 659 | 40.3% | $12.21万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $42.26万 | 0.20% | 2,892 | -125 | -4.1% | -$1.83万 | 减仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $40.79万 | 0.19% | 5,487 | -828 | -13.1% | -$6.16万 | 减仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $40.37万 | 0.19% | 3,756 | -97 | -2.5% | -$1.04万 | 减仓 |
| EVR | EVERCORE INCORPORATED CLASS A | $40.22万 | 0.19% | 1,178 | 94 | 8.7% | $3.21万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCOME | $39.28万 | 0.18% | 35,746 | -9,299 | -20.6% | -$10.22万 | 减仓 |
| MO | ALTRIA GROUP INCORPORATED | $37.41万 | 0.18% | 5,200 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $37.22万 | 0.18% | 368 | -16 | -4.2% | -$1.62万 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $36.71万 | 0.17% | 3,125 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $36.67万 | 0.17% | 43,916 | -6,425 | -12.8% | -$5.36万 | 减仓 |
| YUM | YUM BRANDS INCORPORATED | $35.60万 | 0.17% | 2,227 | -23 | -1.0% | -$3,677 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $33.23万 | 0.16% | 445 | -73 | -14.1% | -$5.45万 | 减仓 |
| HUM | HUMANA INCORPORATED | $31.06万 | 0.15% | 782 | 782 | — | $31.06万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INCORPORATED | $30.61万 | 0.14% | 1,816 | 1,816 | — | $30.61万 | 新建仓 |
| EBAY | EBAY INCORPORATED. | $30.35万 | 0.14% | 2,716 | -61 | -2.2% | -$6,817 | 减仓 |
| ASH | ASHLAND INCORPORATED | $28.27万 | 0.13% | 4,290 | -123 | -2.8% | -$8,104 | 减仓 |
| DG | DOLLAR GENERAL CORPORATION | $28.09万 | 0.13% | 2,440 | -50 | -2.0% | -$5,755 | 减仓 |
| MCD | MCDONALDS CORPORATION | $27.98万 | 0.13% | 1,035 | -2 | -0.2% | -$541 | 减仓 |
| KO | COCA COLA COMPANY | $27.95万 | 0.13% | 3,439 | -150 | -4.2% | -$1.22万 | 减仓 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $27.53万 | 0.13% | 1,152 | -19 | -1.6% | -$4,541 | 减仓 |
| TSLA | TESLA INCORPORATED | $26.71万 | 0.13% | 635 | -346 | -35.3% | -$14.55万 | 减仓 |
| FLY | FIREFLY AEROSPACE INCORPORATED | $26.56万 | 0.12% | 9,034 | 9,034 | — | $26.56万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INCORPORATED | $25.89万 | 0.12% | 1,340 | -2,909 | -68.5% | -$56.21万 | 减仓 |