Legacy Financial Strategies, LLC
OVERLAND PARK KS · SEC CIK 0001723925
$5.54亿2026Q1 申报市值
140持仓数
67.5%前十大占比 · 第一大 15.2%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVDE 加仓+$551.68万
CAT 加仓+$232.02万
MCD 加仓+$214.45万
ECL 新建仓+$212.92万
SCHG 加仓+$135.06万
2026Q1 卖出最多 按季末市值估算
ADM 减仓-$240.12万
AOS 减仓-$194.39万
TROW 清仓-$179.92万
DGRO 减仓-$83.63万
IJR 减仓-$83.08万
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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -17,573 | -100.0% | -$179.92万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -798 | -100.0% | -$20.58万 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $2.91万 | 0.01% | 29,694 | 19,468 | 190.4% | $1.91万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $10.77万 | 0.02% | 10,200 | -1,500 | -12.8% | -$1.58万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $13.72万 | 0.02% | 17,800 | 17,800 | — | $13.72万 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPO | $17.19万 | 0.03% | 15,050 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $20.48万 | 0.04% | 912 | 912 | — | $20.48万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $20.49万 | 0.04% | 2,819 | -33,033 | -92.1% | -$240.12万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $20.77万 | 0.04% | 1,284 | -801 | -38.4% | -$12.95万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.99万 | 0.04% | 248 | 12 | 5.1% | $1.02万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.18万 | 0.04% | 1,430 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.31万 | 0.04% | 751 | 37 | 5.2% | $1.05万 | 加仓 |
| MINT | PIMCO ETF TR | $21.61万 | 0.04% | 2,149 | -22 | -1.0% | -$2,213 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.74万 | 0.04% | 7,021 | 321 | 4.8% | $9,939 | 加仓 |
| IGV | ISHARES TR | $23.12万 | 0.04% | 2,888 | -4,381 | -60.3% | -$35.07万 | 减仓 |
| KR | KROGER CO | $23.54万 | 0.04% | 3,253 | -10 | -0.3% | -$724 | 减仓 |
| IVE | ISHARES TR | $23.56万 | 0.04% | 1,116 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.83万 | 0.04% | 6,202 | 825 | 15.3% | $3.17万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $24.18万 | 0.04% | 4,715 | 4,715 | — | $24.18万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $25.12万 | 0.05% | 503 | -69 | -12.1% | -$3.45万 | 减仓 |
| KLAC | KLA CORP | $25.52万 | 0.05% | 173 | 5 | 3.0% | $7,377 | 加仓 |
| IVW | ISHARES TR | $25.75万 | 0.05% | 2,276 | 60 | 2.7% | $6,787 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $27.57万 | 0.05% | 14,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $28.05万 | 0.05% | 402 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $28.16万 | 0.05% | 1,703 | -43 | -2.5% | -$7,109 | 减仓 |
| PG | PROCTER & GAMBLE CO | $28.34万 | 0.05% | 1,962 | 85 | 4.5% | $1.23万 | 加仓 |
| ETN | EATON CORP PLC | $29.11万 | 0.05% | 814 | 54 | 7.1% | $1.93万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.32万 | 0.05% | 1,829 | -594 | -24.5% | -$9.52万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.39万 | 0.05% | 598 | 15 | 2.6% | $7,373 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $29.80万 | 0.05% | 2,242 | -48 | -2.1% | -$6,379 | 减仓 |
| IWS | ISHARES TR | $30.17万 | 0.05% | 2,070 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $31.29万 | 0.06% | 4,114 | 0 | 0.0% | — | 不变 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $31.30万 | 0.06% | 8,612 | 2,195 | 34.2% | $7.98万 | 加仓 |
| SUB | ISHARES TR | $31.52万 | 0.06% | 2,959 | 4 | 0.1% | $426 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.73万 | 0.06% | 1,142 | -67 | -5.5% | -$1.86万 | 减仓 |
| EVRG | EVERGY INC | $31.89万 | 0.06% | 3,893 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.83万 | 0.06% | 3,556 | 98 | 2.8% | $9,046 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $32.86万 | 0.06% | 5,918 | 198 | 3.5% | $1.10万 | 加仓 |
| DE | DEERE & CO | $33.12万 | 0.06% | 588 | 20 | 3.5% | $1.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $33.49万 | 0.06% | 1,707 | -105 | -5.8% | -$2.06万 | 减仓 |
| COP | CONOCOPHILLIPS | $33.86万 | 0.06% | 2,565 | 114 | 4.7% | $1.51万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $34.14万 | 0.06% | 469 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $34.52万 | 0.06% | 1,050 | 59 | 6.0% | $1.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $34.81万 | 0.06% | 603 | 173 | 40.2% | $9.99万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $35.47万 | 0.06% | 7,086 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.53万 | 0.06% | 576 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $35.76万 | 0.06% | 2,108 | 29 | 1.4% | $4,920 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $35.81万 | 0.06% | 3,286 | -614 | -15.7% | -$6.69万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $36.16万 | 0.07% | 6,105 | 3 | 0.0% | $178 | 加仓 |
| ASML | ASML HLDG NV | $38.44万 | 0.07% | 291 | 10 | 3.6% | $1.32万 | 加仓 |
| NFLX | NETFLIX INC. | $38.84万 | 0.07% | 4,039 | 695 | 20.8% | $6.68万 | 加仓 |
| ET | ENERGY TRANSFER L P | $39.35万 | 0.07% | 20,391 | -3 | -0.0% | -$58 | 减仓 |
| T | AT&T INC | $39.53万 | 0.07% | 13,635 | 528 | 4.0% | $1.53万 | 加仓 |
| MOAT | VANECK ETF TRUST | $39.75万 | 0.07% | 4,111 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.20万 | 0.07% | 1,384 | -131 | -8.6% | -$3.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $41.52万 | 0.07% | 2,007 | 172 | 9.4% | $3.56万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $42.41万 | 0.08% | 3,839 | -145 | -3.6% | -$1.60万 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP | $43.39万 | 0.08% | 16,000 | 16,000 | — | $43.39万 | 新建仓 |
| NOBL | PROSHARES TR | $45.91万 | 0.08% | 4,331 | -143 | -3.2% | -$1.52万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.75万 | 0.09% | 489 | 86 | 21.3% | $8.57万 | 加仓 |
| V | VISA INC | $51.67万 | 0.09% | 1,710 | -199 | -10.4% | -$6.01万 | 减仓 |
| — | EATON VANCE NATL MUN OPPORT | $52.30万 | 0.09% | 30,547 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $54.72万 | 0.10% | 2,690 | 39 | 1.5% | $7,934 | 加仓 |
| AOS | SMITH A O CORP | $55.92万 | 0.10% | 8,480 | -29,480 | -77.7% | -$194.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $56.11万 | 0.10% | 1,855 | -38 | -2.0% | -$1.15万 | 减仓 |
| WMB | WILLIAMS COS INC | $57.09万 | 0.10% | 7,844 | 149 | 1.9% | $1.08万 | 加仓 |
| SO | SOUTHERN CO | $57.31万 | 0.10% | 5,938 | -132 | -2.2% | -$1.27万 | 减仓 |
| GEV | GE VERNOVA INC | $57.70万 | 0.10% | 661 | 145 | 28.1% | $12.66万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $58.18万 | 0.10% | 8,269 | -85 | -1.0% | -$5,981 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $58.36万 | 0.11% | 10,296 | -7,629 | -42.6% | -$43.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $60.75万 | 0.11% | 1,798 | 700 | 63.8% | $23.65万 | 加仓 |
| GLD | SPDR GOLD TR | $62.09万 | 0.11% | 1,443 | 180 | 14.3% | $7.75万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $63.77万 | 0.12% | 5,500 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.22万 | 0.12% | 3,554 | -35 | -1.0% | -$6,718 | 减仓 |
| LLY | ELI LILLY & CO | $71.87万 | 0.13% | 781 | 18 | 2.4% | $1.66万 | 加仓 |
| IOO | ISHARES TR | $75.04万 | 0.14% | 6,203 | -315 | -4.8% | -$3.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $75.84万 | 0.14% | 3,103 | 80 | 2.6% | $1.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $77.16万 | 0.14% | 3,183 | 56 | 1.8% | $1.36万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $80.17万 | 0.14% | 10,192 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $83.98万 | 0.15% | 2,485 | 69 | 2.9% | $2.33万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $87.18万 | 0.16% | 31,305 | -5,490 | -14.9% | -$15.29万 | 减仓 |
| GOOG | ALPHABET INC | $88.04万 | 0.16% | 3,069 | -28 | -0.9% | -$8,033 | 减仓 |
| HYMB | SPDR SERIES TRUST | $89.45万 | 0.16% | 36,068 | -4,770 | -11.7% | -$11.83万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $93.78万 | 0.17% | 6,396 | -539 | -7.8% | -$7.90万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $97.15万 | 0.18% | 4,517 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $98.07万 | 0.18% | 2,512 | -289 | -10.3% | -$11.28万 | 减仓 |
| — | HONEYWELL INTL INC | $110.87万 | 0.20% | 4,905 | -3 | -0.1% | -$678 | 减仓 |
| TMUS | T-MOBILE US INC | $116.23万 | 0.21% | 5,534 | -37 | -0.7% | -$7,771 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $117.39万 | 0.21% | 15,940 | 689 | 4.5% | $5.07万 | 加仓 |
| ABBV | ABBVIE INC | $126.01万 | 0.23% | 5,794 | -103 | -1.7% | -$2.24万 | 减仓 |
| META | META PLATFORMS INC | $131.69万 | 0.24% | 2,302 | 243 | 11.8% | $13.90万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $154.46万 | 0.28% | 30,665 | 585 | 1.9% | $2.95万 | 加仓 |
| MKC | MCCORMICK & CO INC | $163.67万 | 0.30% | 32,448 | -22 | -0.1% | -$1,110 | 减仓 |
| TSLA | TESLA INC | $164.24万 | 0.30% | 4,418 | 176 | 4.1% | $6.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $167.17万 | 0.30% | 5,683 | -16 | -0.3% | -$4,706 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $193.43万 | 0.35% | 13,223 | 147 | 1.1% | $2.15万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $197.54万 | 0.36% | 5,582 | -49 | -0.9% | -$1.73万 | 减仓 |
| AVGO | BROADCOM INC | $202.44万 | 0.37% | 6,541 | -499 | -7.1% | -$15.44万 | 减仓 |
| IUSV | ISHARES TR | $211.87万 | 0.38% | 20,721 | 0 | 0.0% | — | 不变 |