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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $212.92万 | 0.38% | 8,004 | 8,004 | — | $212.92万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $226.64万 | 0.41% | 11,155 | -649 | -5.5% | -$13.19万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $231.36万 | 0.42% | 16,153 | -4,317 | -21.1% | -$61.83万 | 减仓 |
| GWW | WW GRAINGER INC | $235.95万 | 0.43% | 2,163 | 44 | 2.1% | $4.80万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $236.18万 | 0.43% | 23,004 | -1,180 | -4.9% | -$12.12万 | 减仓 |
| BRO | BROWN & BROWN INC | $241.11万 | 0.44% | 36,974 | 2,762 | 8.1% | $18.01万 | 加仓 |
| GOOGL | ALPHABET INC | $241.63万 | 0.44% | 8,403 | 375 | 4.7% | $10.78万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $248.30万 | 0.45% | 103,010 | 5,558 | 5.7% | $13.40万 | 加仓 |
| MCD | MCDONALDS CORP | $258.33万 | 0.47% | 8,312 | 6,900 | 488.7% | $214.45万 | 加仓 |
| FAST | FASTENAL CO | $272.77万 | 0.49% | 58,786 | -951 | -1.6% | -$4.41万 | 减仓 |
| SPGI | S&P GLOBAL INC | $273.22万 | 0.49% | 6,423 | -353 | -5.2% | -$15.02万 | 减仓 |
| NDSN | NORDSON CORP | $284.75万 | 0.51% | 10,703 | -624 | -5.5% | -$16.60万 | 减仓 |
| AMZN | AMAZON COM INC | $287.95万 | 0.52% | 13,826 | 18 | 0.1% | $3,749 | 加仓 |
| CINF | CINCINNATI FINL CORP | $304.36万 | 0.55% | 19,343 | -1,006 | -4.9% | -$15.83万 | 减仓 |
| LOW | LOWES COS INC | $309.51万 | 0.56% | 13,099 | -608 | -4.4% | -$14.37万 | 减仓 |
| CTAS | CINTAS CORP | $311.43万 | 0.56% | 18,413 | 12 | 0.1% | $2,030 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $318.88万 | 0.58% | 9,948 | -143 | -1.4% | -$4.58万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $326.19万 | 0.59% | 20,640 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $330.63万 | 0.60% | 6,669 | -173 | -2.5% | -$8.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $359.39万 | 0.65% | 38,694 | -2,329 | -5.7% | -$21.63万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $359.59万 | 0.65% | 19,467 | -649 | -3.2% | -$11.99万 | 减仓 |
| AFL | AFLAC INC | $362.58万 | 0.65% | 33,049 | -889 | -2.6% | -$9.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $384.55万 | 0.69% | 10,388 | 427 | 4.3% | $15.81万 | 加仓 |
| WMT | WALMART INC | $417.99万 | 0.75% | 33,633 | -2,602 | -7.2% | -$32.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $469.57万 | 0.85% | 9,799 | -147 | -1.5% | -$7.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $478.62万 | 0.86% | 8,010 | -696 | -8.0% | -$41.59万 | 减仓 |
| CAT | CATERPILLAR INC | $487.07万 | 0.88% | 6,875 | 3,275 | 91.0% | $232.02万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $496.21万 | 0.90% | 44,261 | 3,468 | 8.5% | $38.88万 | 加仓 |
| IJR | ISHARES TR | $507.11万 | 0.92% | 40,794 | -6,683 | -14.1% | -$83.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $556.89万 | 1.00% | 8,563 | -87 | -1.0% | -$5.66万 | 减仓 |
| SMH | VANECK ETF TRUST | $708.37万 | 1.28% | 18,476 | 1,096 | 6.3% | $42.02万 | 加仓 |
| AAPL | APPLE INC | $805.46万 | 1.45% | 31,737 | -350 | -1.1% | -$8.88万 | 减仓 |
| MUB | ISHARES TR | $821.06万 | 1.48% | 77,349 | 2,420 | 3.2% | $25.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $943.99万 | 1.70% | 54,128 | 696 | 1.3% | $12.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,339.09万 | 2.42% | 436,471 | -373 | -0.1% | -$1.14万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,698.84万 | 3.07% | 52,955 | 777 | 1.5% | $24.93万 | 加仓 |
| DGRO | ISHARES TR | $2,908.02万 | 5.25% | 414,367 | -11,917 | -2.8% | -$83.63万 | 减仓 |
| IGM | ISHARES TR | $3,034.57万 | 5.48% | 256,060 | 1,165 | 0.5% | $13.81万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,884.22万 | 7.01% | 481,853 | 11,159 | 2.4% | $89.95万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,988.68万 | 7.20% | 470,141 | 65,026 | 16.1% | $551.68万 | 加仓 |
| AGG | ISHARES TR | $4,623.81万 | 8.34% | 465,781 | 4,142 | 0.9% | $41.12万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,562.61万 | 11.84% | 2,614,587 | 21,361 | 0.8% | $53.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $8,446.04万 | 15.24% | 2,899,431 | 46,364 | 1.6% | $135.06万 | 加仓 |