13FBOX
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC · 13F 持仓分析
期权收益计算器 机构排行

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

No.6946 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.13亿
环比变动 Q1 2026
+$2,032.3万+10.6%
持仓股票数
124
新买入
22
加仓
34
减仓
58
清仓
11
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AALPS ETF信托AMLP
6.02%6.64%$1,279.7万24.7万股$1,276.1万24.2万股+4,388股+1.81%加仓
GGOLDMAN SACHS GROWTH OPPORTUNITIES ETFGSGO
4.92%4.48%$1,046.7万23.2万股$861.8万23.6万股-3,280股-1.39%减仓
苹果AAPL
3.44%0.89%$730.3万2.5万股$171.9万6,773股+1.8万股+272.63%加仓
SIMON PPTY NEW COMSPG
3.12%2.84%$662.5万3.0万股$545.3万2.9万股+385股+1.32%加仓
V先锋领航·TOTALBNDX
2.98%0.18%$633.1万13.1万股$34.4万7,150股+12.4万股+1,728.45%加仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
2.78%2.8%$590.4万30.2万股$539.0万32.1万股-2.0万股-6.14%减仓
微软MSFT
2.76%2.46%$587.2万1.6万股$473.3万1.3万股+2,956股+23.12%加仓
阿斯麦ASML
2.7%0.26%$573.0万2,880股$50.3万381股+2,499股+655.91%加仓
美国电力AEP
2.49%3.1%$530.2万3.9万股$595.9万4.5万股-6,701股-14.74%减仓
PPRINCIPAL INVESTMENT GRADE CORPORATE ETFIG
2.37%2.57%$503.5万24.4万股$494.2万23.9万股+4,206股+1.76%加仓
PPL COMPPL
2.35%2.72%$499.3万13.7万股$523.5万13.7万股+320股+0.23%加仓
PUBLIC STORAGE COMPSA
2.2%2.01%$467.4万1.5万股$386.6万1.4万股+413股+2.89%加仓
WASTE MGMT DELWM
2.19%2.23%$465.7万2.1万股$429.2万1.9万股+2,218股+11.88%加仓
美国运通AXP
2.14%2.14%$455.0万1.3万股$412.1万1.4万股-171股-1.26%减仓
Mid-America公寓MAA
2.1%1.92%$446.8万3.2万股$368.9万3.0万股+1,948股+6.45%加仓
爱迪生联合电气ED
2.05%2.31%$436.6万3.9万股$444.0万3.9万股+234股+0.60%加仓
FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS
1.93%2.05%$410.7万10.1万股$393.1万9.7万股+4,125股+4.26%加仓
万豪MAR
1.9%1.28%$403.6万1.1万股$246.7万7,543股+3,348股+44.39%加仓
礼来LLY
1.83%1.84%$389.9万3,251股$354.0万3,849股-598股-15.54%减仓
AAMEREN COMDHS
1.78%2.16%$378.6万3.3万股$415.3万3.8万股-4,284股-11.34%减仓
罗克韦尔自动化ROK
1.75%$372.5万7,524股$00股+7,524股新买入
AAlphabet Inc Class CGOOG
1.75%0.11%$371.6万1.1万股$20.2万704股+9,814股+1,394.03%加仓
EATON VANCE TAX ADVT DIV INCM COMEVT
1.68%1.16%$356.6万12.9万股$222.9万9.1万股+3.8万股+41.92%加仓
MMONSTER BEVERAGE NEW COMMNST
1.66%0.85%$351.9万3.7万股$163.3万2.3万股+1.4万股+62.45%加仓
杜克能源DUK
1.48%3.29%$313.9万2.5万股$632.3万4.8万股-2.3万股-48.65%减仓
南方电力SO
1.47%3.24%$312.6万3.3万股$622.8万6.5万股-3.2万股-49.39%减仓
卡特彼勒CAT
1.45%1.09%$307.8万2,890股$208.6万2,945股-55股-1.87%减仓
CrowdStrikeCRWD
1.41%0.82%$298.8万3,915股$157.8万4,043股-128股-3.17%减仓
TKO GROUP HLDGS INC CLASS ATKO
1.28%$272.6万1.4万股$00股+1.4万股新买入
景顺·BD FDVBF
1.23%1.49%$260.8万17.2万股$285.5万19.0万股-1.8万股-9.63%减仓
MCKESSON COMMCK
1.21%2.14%$256.9万3,400股$412.2万4,763股-1,363股-28.62%减仓
雪佛龙CVX
1.16%1.64%$246.2万1.5万股$314.6万1.5万股-356股-2.34%减仓
马丁玛丽埃塔MLM
1.15%$244.9万4,246股$00股+4,246股新买入
第一资本COF
1.09%2.08%$231.3万1.2万股$399.8万2.2万股-1.0万股-47.39%减仓
洛克希德马丁LMT
0.95%1.25%$202.3万3,971股$240.0万3,971股00.00%持仓不变
艾伯维ABBV
0.89%0.73%$189.1万7,513股$139.6万6,420股+1,093股+17.02%加仓
CADENCE DESIGN SYSTEM COMAYI
0.86%2.16%$183.0万4,875股$414.9万1.5万股-1.0万股-67.35%减仓
沃尔玛WMT
0.82%0.58%$174.3万1.5万股$111.1万8,937股+6,453股+72.21%加仓
BBRIGHTSPRING HEALTH SVCSBTSG
0.8%0.53%$170.7万2.4万股$102.3万2.4万股+452股+1.88%加仓
WESBANCOWSBC
0.77%0.76%$163.2万4.2万股$147.0万4.3万股-801股-1.88%减仓
康宁GLW
0.76%$162.2万6,350股$00股+6,350股新买入
IIBMIBM
0.75%3.53%$160.3万5,701股$677.7万2.8万股-2.2万股-79.61%减仓
摩根大通JPM
0.66%0.67%$140.3万4,287股$129.7万4,409股-122股-2.77%减仓
PPNC FINL SVCS COMVXF
0.62%0.58%$130.8万5,312股$111.0万5,335股-23股-0.43%减仓
CCOMFORT SYS USAFIX
0.61%0.44%$129.0万651股$85.4万619股+32股+5.17%加仓
亚马逊AMZN
0.6%1.48%$126.5万5,308股$284.0万1.4万股-8,328股-61.07%减仓
F第一信托交易所交易基金VIEIPI
0.56%0.72%$118.3万5.4万股$137.9万6.1万股-7,146股-11.65%减仓
迪士尼DIS
0.53%0.56%$111.6万1.2万股$108.3万1.1万股+359股+3.19%加仓
GE航空GE
0.49%0.4%$104.8万2,804股$76.5万2,697股+107股+3.97%加仓
CHURCHILL DOWNSCHDN
0.49%0.57%$104.2万1.2万股$110.4万1.2万股-670股-5.45%减仓

🧭 机构资金流板块热力图

净流出 净流入