申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 113
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC在最新一期 13F 报告中披露了 113 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 0.0%。
本季暂无持股变动
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMLP | Alerian Mlp ETF | ETF-其他 | 6.64% | — | — | — |
| 2 | GSGO | Gldmn Schs Grwth Oprtnty ETF | ETF-其他 | 4.48% | — | — | — |
| 3 | IBM | Intl Business Machines CORP | 股票-科技 | 3.53% | — | — | — |
| 4 | DUK | Duke Energy CORP | 股票-公用事业 | 3.29% | — | — | — |
| 5 | SO | Southern Co/the | 股票-公用事业 | 3.24% | — | — | — |
| 6 | AEP | American Electric Power | 股票-公用事业 | 3.10% | — | — | — |
| 7 | SPG | Simon Property Group INC | 股票-房地产 | 2.84% | — | — | — |
| 8 | WCMI | Ft Wcm International ETF | ETF-其他 | 2.80% | — | — | — |
| 9 | PPL | Ppl CORP | 股票-公用事业 | 2.72% | — | — | — |
| 10 | IG | Prin Invest Grad CORP Etf-ui | ETF-其他 | 2.57% | — | — | — |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | — | — | — |
| 12 | ED | Consolidated Edison INC | 股票-公用事业 | 2.31% | — | — | — |
| 13 | WM | Waste Management INC | 股票-工业 | 2.23% | — | — | — |
| 14 | AEE | Ameren Corporation | 股票-公用事业 | 2.16% | — | — | — |
| 15 | CDNS | Cadence Design Sys INC | 股票-科技 | 2.16% | — | — | — |
| 16 | MCK | Mckesson CORP | 股票-医疗保健 | 2.14% | — | — | — |
| 17 | AXP | American Express Co | 股票-金融 | 2.14% | — | — | — |
| 18 | COF | Capital One Financial CORP | 股票-金融 | 2.08% | — | — | — |
| 19 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 2.05% | — | — | — |
| 20 | PSA | Public Storage | 股票-房地产 | 2.01% | — | — | — |
| 21 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.92% | — | — | — |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.84% | — | — | — |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.76% | — | — | — |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.64% | — | — | — |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.53% | — | — | — |
| 26 | VBF | Invesco Bond Fund | 股票-其他 | 1.49% | — | — | — |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.48% | — | — | — |
| 28 | NRG | Nrg Energy INC | 股票-公用事业 | 1.30% | — | — | — |
| 29 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.28% | — | — | — |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 1.25% | — | — | — |
| 31 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.22% | — | — | — |
| 32 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.16% | — | — | — |
| 33 | CAT | Caterpillar INC | 股票-工业 | 1.09% | — | — | — |
| 34 | AAPL | Apple INC | 股票-科技 | 0.89% | — | — | — |
| 35 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.85% | — | — | — |
| 36 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.82% | — | — | — |
| 37 | WSBC | Wesbanco INC | 股票-其他 | 0.76% | — | — | — |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | — | — |
| 39 | EIPI | Ft Energy Income ETF | ETF-其他 | 0.72% | — | — | — |
| 40 | D | Dominion Energy INC | 股票-公用事业 | 0.70% | — | — | — |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | — | — |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | — | — |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | — | — | — |
| 44 | PNC | Pnc Financial Services Group | 股票-金融 | 0.58% | — | — | — |
| 45 | CHDN | Churchill Downs INC | 股票-周期性消费 | 0.57% | — | — | — |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | — | — |
| 47 | PLD | Prologis INC | 股票-房地产 | 0.54% | — | — | — |
| 48 | BTSG | Brightspring Health Services | 股票-其他 | 0.53% | — | — | — |
| 49 | FIX | Comfort Systems USA INC | 股票-工业 | 0.44% | — | — | — |
| 50 | STRL | Sterling Infrastructure INC | 股票-工业 | 0.43% | — | — | — |
Q3 2026表现
-1%
近4个季度表现
-1%
基于可用的2个月历史数据
基于可获取价格的持仓（占申报价值的76%）计算
暂无足够数据计算性格分数
暂无足够的行业对照数据
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|