13F 机构持仓

Family Legacy, Inc.

GREENVILLE SC · SEC CIK 0001706016

2026Q22026Q1 更早 9 个季度 🔒
$3.33亿2026Q1 申报市值
124持仓数
23.9%前十大占比 · 第一大 3.1%
4 / 0新建仓 / 清仓
申报市值走势$3.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CAT 3.1%
AAPL 2.9%
AMAT 2.3%
GEV 2.3%
JNJ 2.3%
DFIV 2.2%
GOOGL 2.2%
JPM 2.2%
TSM 2.2%
WMT 2.2%

2026Q1 买入最多 按季末市值估算

UTES 新建仓+$299.50万
JMBS 新建仓+$234.15万
FNDF 新建仓+$224.88万
NVDA 加仓+$142.48万
AVAV 加仓+$42.94万

2026Q1 卖出最多 按季末市值估算

XLB 减仓-$230.51万
TSM 减仓-$137.85万
GOOGL 减仓-$130.06万
AMAT 减仓-$129.68万
CAT 减仓-$88.84万

2026Q1 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
CAT CATERPILLAR INC $1,021.77万3.07%14,422 -1,254-8.0% -$88.84万 减仓
AAPL APPLE INC $965.30万2.90%38,035 -1,057-2.7% -$26.83万 减仓
AMAT APPLIED MATLS INC $773.30万2.32%22,625 -3,794-14.4% -$129.68万 减仓
GEV GE VERNOVA INC $765.80万2.30%8,773 -372-4.1% -$32.47万 减仓
JNJ JOHNSON & JOHNSON $763.24万2.29%31,224 -674-2.1% -$16.48万 减仓
DFIV DIMENSIONAL ETF TRUST $748.19万2.25%141,756 -6,755-4.5% -$35.65万 减仓
GOOGL ALPHABET INC $736.40万2.21%25,609 -4,523-15.0% -$130.06万 减仓
JPM JPMORGAN CHASE & CO $729.79万2.19%24,809 -707-2.8% -$20.80万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $721.29万2.17%21,343 -4,079-16.0% -$137.85万 减仓
WMT WALMART INC $720.81万2.17%57,999 -1,030-1.7% -$12.80万 减仓
MSFT MICROSOFT CORP $696.54万2.09%18,817 -214-1.1% -$7.92万 减仓
DUK DUKE ENERGY CORP NEW $655.73万1.97%50,079 -30-0.1% -$3,928 减仓
KO COCA COLA CO $617.95万1.86%81,255 -125-0.2% -$9,506 减仓
LLY ELI LILLY & CO $617.28万1.85%6,711 -491-6.8% -$45.16万 减仓
VMC VULCAN MATLS CO $588.84万1.77%21,625 -144-0.7% -$3.92万 减仓
COST COSTCO WHOLESALE CORPORATION $553.99万1.66%5,560 -84-1.5% -$8.37万 减仓
FPE FIRST TR EXCH TRADED FD III $541.54万1.63%305,096 7,4582.5% $13.24万 加仓
LOW LOWES COS INC $538.58万1.62%22,794 -207-0.9% -$4.89万 减仓
AMZN AMAZON COM INC $536.64万1.61%25,766 -468-1.8% -$9.75万 减仓
LMT LOCKHEED MARTIN CORP $519.28万1.56%8,592 -105-1.2% -$6.35万 减仓
SOXX ISHARES TR $512.30万1.54%15,588 -2,401-13.3% -$78.91万 减仓
V VISA INC $511.70万1.54%16,930 930.6% $2.81万 加仓
HD HOME DEPOT INC $494.80万1.49%15,045 -282-1.8% -$9.27万 减仓
QQQ INVESCO QQQ TR $474.99万1.43%8,229 -199-2.4% -$11.49万 减仓
SPY STATE STR SPDR S&P 500 ETF T $469.99万1.41%7,227 -120-1.6% -$7.80万 减仓
ANGL VANECK ETF TRUST $463.08万1.39%161,241 4,4132.8% $12.67万 加仓
AMGN AMGEN INC $453.58万1.36%12,891 -51-0.4% -$1.79万 减仓
NVDA NVIDIA CORPORATION $446.10万1.34%25,579 8,17046.9% $142.48万 加仓
BIV VANGUARD BD INDEX FDS $443.96万1.33%57,522 1,2532.2% $9.67万 加仓
DE DEERE & CO $436.80万1.31%7,754 -140-1.8% -$7.89万 减仓
AJG GALLAGHER ARTHUR J & CO $432.29万1.30%19,960 250.1% $5,414 加仓
MRK MERCK & CO INC $423.28万1.27%35,188 -156-0.4% -$1.88万 减仓
VO VANGUARD INDEX FDS $422.25万1.27%14,703 -2,559-14.8% -$73.49万 减仓
DGRO ISHARES TR $421.06万1.27%59,997 -2,790-4.4% -$19.58万 减仓
NOC NORTHROP GRUMMAN CORP $410.66万1.23%6,019 -95-1.6% -$6.48万 减仓
PG PROCTER & GAMBLE CO $409.36万1.23%28,341 990.4% $1.43万 加仓
GE GE AEROSPACE $370.57万1.11%13,059 -513-3.8% -$14.56万 减仓
ORCL ORACLE CORP $359.53万1.08%24,440 -57-0.2% -$8,385 减仓
SO SOUTHERN CO $354.17万1.06%36,694 9662.7% $9.32万 加仓
WM WASTE MGMT INC DEL $346.01万1.04%15,058 1691.1% $3.88万 加仓
GD GENERAL DYNAMICS CORP $305.06万0.92%8,888 -47-0.5% -$1.61万 减仓
UTES ETFIS SER TR I $299.50万0.90%37,484 37,484— $299.50万 新建仓
BAC BANK AMERICA CORP $293.53万0.88%60,211 -319-0.5% -$1.56万 减仓
VNQ VANGUARD INDEX FDS $288.73万0.87%32,551 1,8125.9% $16.07万 加仓
TDG TRANSDIGM GROUP INC $280.69万0.84%2,422 281.2% $3.24万 加仓
SBUX STARBUCKS CORP $277.58万0.83%30,984 -340-1.1% -$3.05万 减仓
CSX CSX CORP $276.00万0.83%67,235 -330-0.5% -$1.35万 减仓
BA BOEING CO $269.84万0.81%13,558 -69-0.5% -$1.37万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $268.93万0.81%5,612 531.0% $2.54万 加仓
PLD PROLOGIS INC. $255.88万0.77%19,358 -90-0.5% -$1.19万 减仓
CSCO CISCO SYS INC $255.10万0.77%32,878 -15-0.0% -$1,164 减仓
IMCG ISHARES TR $253.44万0.76%32,175 -6,526-16.9% -$51.41万 减仓
PEP PEPSICO INC $238.80万0.72%15,377 -213-1.4% -$3.31万 减仓
RIO RIO TINTO PLC $236.77万0.71%25,380 4721.9% $4.40万 加仓
JMBS JANUS DETROIT STR TR $234.15万0.70%51,827 51,827— $234.15万 新建仓
UNH UNITEDHEALTH GROUP INC $228.30万0.69%8,437 330.4% $8,929 加仓
ABBV ABBVIE INC $227.34万0.68%10,453 -30-0.3% -$6,525 减仓
FNDF SCHWAB STRATEGIC TR $224.88万0.68%45,959 45,959— $224.88万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $217.31万0.65%7,423 -16-0.2% -$4,684 减仓
VBR VANGUARD INDEX FDS $216.39万0.65%9,961 -262-2.6% -$5.69万 减仓
TD TORONTO DOMINION BK ONT $215.65万0.65%23,112 -191-0.8% -$1.78万 减仓
CB CHUBB LTD SWITZ $214.73万0.65%6,588 -90-1.3% -$2.93万 减仓
UNP UNION PAC CORP $210.69万0.63%8,684 -32-0.4% -$7,764 减仓
ITA ISHARES TR $209.53万0.63%9,579 -1,761-15.5% -$38.52万 减仓
BSV VANGUARD BD INDEX FDS $188.31万0.57%24,016 -440-1.8% -$3.45万 减仓
CI THE CIGNA GROUP $178.10万0.54%6,677 590.9% $1.57万 加仓
IPAC ISHARES TR $177.83万0.53%23,243 -1,364-5.5% -$10.44万 减仓
NSC NORFOLK SOUTHN CORP $174.05万0.52%6,064 00.0% — 不变
MCD MCDONALDS CORP $169.41万0.51%5,451 791.5% $2.46万 加仓
CVX CHEVRON CORPORATION $168.53万0.51%8,145 690.9% $1.43万 加仓
ETN EATON CORP PLC $167.64万0.50%4,687 -53-1.1% -$1.90万 减仓
DRI DARDEN RESTAURANTS INC $157.32万0.47%8,025 230.3% $4,509 加仓
COF CAPITAL ONE FINL CORP $147.88万0.44%8,106 1311.6% $2.39万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.43%2 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $136.36万0.41%2,774 271.0% $1.33万 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $123.86万0.37%39,333 -1,210-3.0% -$3.81万 减仓
DIS DISNEY WALT CO $117.79万0.35%12,222 -312-2.5% -$3.01万 减仓
DHR DANAHER CORP DEL $114.93万0.35%6,062 1031.7% $1.95万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $114.84万0.35%16,133 -61-0.4% -$4,342 减仓
MA MASTERCARD INCORPORATED $113.68万0.34%2,275 -18-0.8% -$8,995 减仓
BAB INVESCO EXCH TRADED FD TR II $112.99万0.34%41,910 3820.9% $1.03万 加仓
INTU INTUIT $111.74万0.34%2,584 -4-0.2% -$1,730 减仓
FSLR FIRST SOLAR INC $106.66万0.32%5,407 40.1% $789 加仓
FITB FIFTH THIRD BANCORP $91.68万0.28%19,732 1400.7% $6,504 加仓
ABT ABBOTT LABORATORIES $90.15万0.27%8,780 901.0% $9,241 加仓
WFC WELLS FARGO & CO $86.27万0.26%10,837 00.0% — 不变
AVAV AEROVIRONMENT INC $85.52万0.26%4,672 2,346100.9% $42.94万 加仓
FDX FEDEX CORP $85.28万0.26%2,394 -104-4.2% -$3.70万 减仓
PSA PUBLIC STORAGE OPER CO $85.19万0.26%3,145 -111-3.4% -$3.01万 减仓
AEP AMERICAN ELEC PWR CO INC $81.00万0.24%6,179 -219-3.4% -$2.87万 减仓
GM GENERAL MTRS CO $80.23万0.24%10,769 -266-2.4% -$1.98万 减仓
TSCO TRACTOR SUPPLY CO $80.14万0.24%17,690 -352-2.0% -$1.59万 减仓
GLPI GAMING & LEISURE P $78.34万0.24%17,656 -330-1.8% -$1.46万 减仓
NHI NATIONAL HEALTH INVS INC $75.52万0.23%9,340 00.0% — 不变
C CITIGROUP INC $72.77万0.22%6,417 -320-4.7% -$3.63万 减仓
— ELECTRONIC ARTS INC $68.99万0.21%3,384 00.0% — 不变
MDLZ MONDELEZ INTL INC $66.44万0.20%11,527 00.0% — 不变
CVS CVS HEALTH CORP $66.21万0.20%9,220 -110-1.2% -$7,900 减仓
O REALTY INCOME CORP $61.06万0.18%9,981 00.0% — 不变
FDT FIRST TR EXCH TRD ALPHDX FD $60.63万0.18%6,975 65410.3% $5.69万 加仓