Legacy Financial Independent Advisors LLC 13F 持仓 · 2026年Q2

Legacy Financial Independent Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 2.13 亿美元。前几大持仓：AMLP（6.02%）、GSGO（4.92%）、AAPL（3.44%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	AMLP	ALERIAN MLP ETF	$12.8M	6.02%	246,815	增持
2	GSGO	GOLDMAN SACHS GROWTH OPPORTUNITIES ETF	$10.5M	4.92%	232,435	减持
3	AAPL	APPLE INCORPORATED	$7.3M	3.44%	25,238	增持
4	SPG	SIMON PROPERTY GROUP INCORPORATED NEW REIT	$6.6M	3.12%	29,621	增持
5	BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	$6.3M	2.98%	130,734	增持
6	WCMI	FIRST TRUST WCM INTERNATIONAL EQUITY ETF	$5.9M	2.78%	301,672	减持
7	MSFT	MICROSOFT CORPORATION	$5.9M	2.76%	15,743	增持
8	ASML	ASML HOLDING NV (NETHERLANDS)	$5.7M	2.70%	2,880	增持
9	AEP	AMERICAN ELEC PWR COMPANY INCORPORATED	$5.3M	2.49%	38,757	减持
10	IG	PRINCIPAL INVESTMENT GRADE CORPORATE ETF	$5.0M	2.37%	243,672	增持
11	PPL	PPL CORPORATION	$5.0M	2.35%	137,349	增持
12	PSA	PUBLIC STORAGE REIT	$4.7M	2.20%	14,684	增持
13	WM	WASTE MGMT INCORPORATED DEL	$4.7M	2.19%	20,894	增持
14	AXP	AMERICAN EXPRESS COMPANY	$4.6M	2.14%	13,453	减持
15	MAA	MID-AMER APT CMNTYS INCORPORATED REIT	$4.5M	2.10%	32,159	增持
16	ED	CONSOLIDATED EDISON INCORPORATED	$4.4M	2.05%	39,467	增持
17	HYLS	FIRST TRUST TACTICAL HIGH YIELD ETF	$4.1M	1.93%	101,027	增持
18	MAR	MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A	$4.0M	1.90%	10,891	增持
19	LLY	ELI LILLY & COMPANY	$3.9M	1.83%	3,251	减持
20	AEE	AMEREN CORPORATION	$3.8M	1.78%	33,494	减持
21	GOOG	ALPHABET INCORPORATED CAP STK CLASS C	$3.7M	1.75%	10,518	增持
22	ROK	ROCKWELL AUTOMATION INCORPORATED	$3.7M	1.75%	7,524	新建仓
23	EVT	EATON VANCE TAX ADVT DIV INCM	$3.6M	1.68%	128,835	增持
24	MNST	MONSTER BEVERAGE CORPORATION NEW	$3.5M	1.66%	36,610	增持
25	DUK	DUKE ENERGY CORPORATION NEW COM NEW	$3.1M	1.48%	24,796	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR