13FBOX
Legacy Financial Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Legacy Financial Advisors, Inc.

No.3146 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.20亿
环比变动 Q1 2026
+$1.05亿+14.7%
持仓股票数
435
新买入
50
加仓
199
减仓
176
清仓
19
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
WWisdomTree信托DGRW
8.54%8.87%$7,005.7万73.3万股$6,345.7万72.2万股+1.0万股+1.42%加仓
FFranklin Templeton ETF TrustDIVI
4.48%4.75%$3,675.8万86.0万股$3,394.5万85.3万股+7,769股+0.91%加仓
EEA SERIES TRUSTFRDM
3.51%2.96%$2,875.8万39.4万股$2,113.3万38.7万股+7,781股+2.01%加仓
IiShares安硕信托ITOT
3.29%3.37%$2,699.3万16.4万股$2,410.9万16.9万股-4,952股-2.93%减仓
苹果AAPL
3.18%3%$2,607.3万9.0万股$2,146.5万8.5万股+5,527股+6.53%加仓
英伟达NVDA
3%2.99%$2,462.1万12.3万股$2,141.8万12.3万股+242股+0.20%加仓
WWISDOMTREE TR WISDOMTREE US VAWTV
2.81%2.99%$2,306.8万22.7万股$2,137.4万22.6万股+1,153股+0.51%加仓
WWisdomTree信托QGRW
2.71%2.49%$2,223.4万33.7万股$1,781.0万33.3万股+3,388股+1.02%加仓
PPIMCO太平洋投资管理ETFPYLD
2.7%2.98%$2,218.2万83.6万股$2,133.6万81.4万股+2.2万股+2.71%加仓
微软MSFT
1.78%1.82%$1,461.2万3.9万股$1,298.3万3.5万股+4,101股+11.69%加仓
谷歌AGOOGL
1.56%1.39%$1,280.9万3.6万股$992.4万3.5万股+1,333股+3.86%加仓
NNATIXIS GATEWAY QUALITY INCOME ETFGQI
1.54%1.61%$1,266.2万21.4万股$1,150.2万21.0万股+4,301股+2.05%加仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
1.54%1.45%$1,265.5万27.7万股$1,038.1万26.3万股+1.4万股+5.20%加仓
宝洁PG
1.47%1.75%$1,207.0万8.2万股$1,254.0万8.7万股-4,509股-5.19%减仓
亚马逊AMZN
1.46%1.36%$1,199.2万5.0万股$970.3万4.7万股+3,727股+8.00%加仓
J摩根大通交易所交易基金JMUB
1.42%1.58%$1,169.0万23.1万股$1,128.4万22.6万股+5,051股+2.24%加仓
摩根大通JPM
1.4%1.39%$1,145.4万3.5万股$997.0万3.4万股+1,098股+3.24%加仓
AAlphabet Inc Class CGOOG
1.31%1.17%$1,078.4万3.1万股$835.2万2.9万股+1,404股+4.82%加仓
IiShares安硕信托DGRO
1.31%1.43%$1,074.7万14.2万股$1,023.3万14.6万股-4,007股-2.75%减仓
美光科技MU
1.02%0.44%$835.0万7,234股$317.4万9,394股-2,160股-22.99%减仓
博通AVGO
0.96%0.84%$785.4万2.1万股$598.8万1.9万股+1,443股+7.46%加仓
特斯拉TSLA
0.86%0.83%$708.6万1.7万股$595.4万1.6万股+831股+5.19%加仓
G通用动力VTI
0.77%0.8%$635.3万1.7万股$571.0万1.8万股-629股-3.53%减仓
Meta平台META
0.76%0.92%$625.2万1.1万股$657.6万1.1万股-395股-3.44%减仓
AMD超威AMD
0.73%0.28%$599.6万1.0万股$197.0万9,683股+638股+6.59%加仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.68%0.66%$559.0万22.2万股$470.0万19.0万股+3.3万股+17.15%加仓
英特尔INTC
0.62%0.19%$512.1万3.7万股$135.0万3.1万股+6,089股+19.91%加仓
应用材料AMAT
0.6%0.32%$493.4万6,825股$229.3万6,709股+116股+1.73%加仓
IiShares安硕信托IEFA
0.59%0.66%$487.0万5.0万股$470.2万5.2万股-1,513股-2.91%减仓
V先锋领航斯科茨代尔基金VONG
0.59%0.6%$484.4万3.8万股$428.7万3.9万股-1,177股-3.01%减仓
VisaV
0.57%0.56%$471.1万1.4万股$403.0万1.3万股+400股+3.00%加仓
IiShares安硕信托IVV
0.52%0.54%$424.8万5,673股$388.8万5,953股-280股-4.70%减仓
泛林集团LRCX
0.51%0.27%$416.5万9,613股$196.3万9,189股+424股+4.61%加仓
礼来LLY
0.5%0.41%$412.4万3,438股$292.8万3,184股+254股+7.98%加仓
PPNC FINL SVCS COMVXF
0.49%0.47%$400.0万1.6万股$333.5万1.6万股+223股+1.39%加仓
伯克希尔哈撒韦BRK.B
0.48%0.51%$396.8万7,931股$365.3万7,623股+308股+4.04%加仓
强生JNJ
0.48%0.52%$392.4万1.5万股$370.3万1.5万股+301股+1.99%加仓
思科CSCO
0.47%0.35%$382.8万3.3万股$249.5万3.2万股+427股+1.33%加仓
V先锋领航·FTSEVEA
0.46%0.47%$380.9万5.3万股$332.8万5.2万股+1,536股+2.96%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.45%0.53%$372.7万7.4万股$379.7万7.5万股-1,317股-1.76%减仓
默沙东MRK
0.45%0.47%$371.9万2.9万股$338.1万2.8万股+828股+2.95%加仓
I景顺·S&PSPHQ
0.44%0.41%$357.6万4.0万股$291.2万3.9万股+962股+2.48%加仓
沃尔玛WMT
0.43%0.55%$356.4万3.1万股$391.2万3.1万股-8股-0.03%减仓
FIFTH THIRD BANCORP COMFITB
0.42%0.46%$346.0万6.1万股$331.8万7.1万股-1.0万股-14.07%减仓
埃克森美孚XOM
0.41%0.56%$337.4万2.5万股$403.9万2.4万股+874股+3.67%加仓
NETFLIXNFLX
0.4%0.68%$324.1万4.5万股$485.8万5.1万股-5,123股-10.14%减仓
甲骨文ORCL
0.39%0.42%$322.6万2.2万股$297.3万2.0万股+1,806股+8.94%加仓
BBANK OF AMERBAC
0.39%0.37%$322.0万5.7万股$267.1万5.5万股+1,705股+3.11%加仓
卡特彼勒CAT
0.38%0.28%$313.2万2,941股$198.3万2,799股+142股+5.07%加仓
GE航空GE
0.37%0.32%$303.9万8,132股$228.1万8,038股+94股+1.17%加仓

🧭 机构资金流板块热力图

净流出 净流入