Legacy Financial Strategies, LLC
OVERLAND PARK KS · SEC CIK 0001723925
$6.46亿2026Q2 申报市值
152持仓数
67.2%前十大占比 · 第一大 15.4%
18 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SDSI 加仓+$1,670.87万
NUE 新建仓+$200.99万
ITW 新建仓+$186.56万
ERIE 新建仓+$157.28万
SCHB 加仓+$147.10万
2026Q2 卖出最多 按季末市值估算
EXPD 减仓-$224.26万
SPGI 减仓-$164.46万
MKC 清仓-$163.67万
AGG 减仓-$73.27万
MUB 减仓-$57.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -32,448 | -100.0% | -$163.67万 | 清仓 |
| TAXF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -7,086 | -100.0% | -$35.47万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,565 | -100.0% | -$33.86万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,918 | -100.0% | -$32.86万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,253 | -100.0% | -$23.54万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,888 | -100.0% | -$23.12万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,149 | -100.0% | -$21.61万 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $5.64万 | 0.01% | 29,694 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $9.65万 | 0.01% | 17,800 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL ESTATE FIN | $10.89万 | 0.02% | 10,200 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $13.44万 | 0.02% | 11,300 | 11,300 | — | $13.44万 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPO | $18.68万 | 0.03% | 15,050 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $20.18万 | 0.03% | 1,445 | 1,445 | — | $20.18万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $20.53万 | 0.03% | 2,687 | -132 | -4.7% | -$1.01万 | 减仓 |
| TER | TERADYNE INC | $20.58万 | 0.03% | 425 | 425 | — | $20.58万 | 新建仓 |
| T | AT&T INC | $20.60万 | 0.03% | 9,952 | -3,683 | -27.0% | -$7.62万 | 减仓 |
| VDC | VANGUARD WORLD FD | $20.67万 | 0.03% | 917 | 5 | 0.5% | $1,127 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $20.72万 | 0.03% | 2,149 | 2,149 | — | $20.72万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.93万 | 0.03% | 483 | 483 | — | $20.93万 | 新建仓 |
| SUB | ISHARES TR | $21.93万 | 0.03% | 2,060 | -899 | -30.4% | -$9.57万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $22.53万 | 0.03% | 9,611 | 9,611 | — | $22.53万 | 新建仓 |
| CSX | CSX CORP | $23.07万 | 0.04% | 4,853 | 4,853 | — | $23.07万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.07万 | 0.04% | 228 | -20 | -8.1% | -$2.02万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $23.32万 | 0.04% | 1,259 | -25 | -1.9% | -$4,631 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $23.94万 | 0.04% | 14,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.31万 | 0.04% | 7,303 | 1,101 | 17.8% | $3.67万 | 加仓 |
| CSCO | CISCO SYS INC | $24.81万 | 0.04% | 2,112 | 2,112 | — | $24.81万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.25万 | 0.04% | 4,470 | -5,826 | -56.6% | -$32.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $25.40万 | 0.04% | 2,949 | 2,949 | — | $25.40万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $26.24万 | 0.04% | 7,116 | 95 | 1.4% | $3,503 | 加仓 |
| GE | GE AEROSPACE | $26.87万 | 0.04% | 719 | -32 | -4.3% | -$1.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.00万 | 0.04% | 526 | 23 | 4.6% | $1.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $27.50万 | 0.04% | 1,875 | -87 | -4.4% | -$1.28万 | 减仓 |
| NFLX | NETFLIX INC. | $27.64万 | 0.04% | 3,871 | -168 | -4.2% | -$1.20万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.78万 | 0.04% | 554 | -44 | -7.4% | -$2.21万 | 减仓 |
| IVE | ISHARES TR | $28.43万 | 0.04% | 1,252 | 136 | 12.2% | $3.09万 | 加仓 |
| — | EXXON MOBIL CORP | $28.90万 | 0.04% | 2,114 | 6 | 0.3% | $820 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $29.52万 | 0.05% | 8,092 | -520 | -6.0% | -$1.90万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $30.73万 | 0.05% | 1,809 | -45 | -2.4% | -$7,645 | 重新持有 |
| HD | HOME DEPOT INC | $31.32万 | 0.05% | 888 | -162 | -15.4% | -$5.71万 | 减仓 |
| AMAT | APPLIED MATLS INC | $31.45万 | 0.05% | 435 | 435 | — | $31.45万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.69万 | 0.05% | 3,441 | -115 | -3.2% | -$1.06万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.75万 | 0.05% | 1,858 | 1,858 | — | $31.75万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $32.81万 | 0.05% | 1,980 | -27 | -1.3% | -$4,475 | 减仓 |
| IVW | ISHARES TR | $33.02万 | 0.05% | 2,401 | 125 | 5.5% | $1.72万 | 加仓 |
| KLAC | KLA CORP | $33.29万 | 0.05% | 1,103 | -627 | -36.2% | -$18.92万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $33.31万 | 0.05% | 1,841 | 138 | 8.1% | $2.50万 | 加仓 |
| EVRG | EVERGY INC | $33.65万 | 0.05% | 3,893 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $34.07万 | 0.05% | 2,070 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $34.09万 | 0.05% | 4,194 | 80 | 1.9% | $6,502 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.62万 | 0.05% | 1,181 | -203 | -14.7% | -$5.95万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $34.86万 | 0.05% | 7,570 | 7,570 | — | $34.86万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $37.28万 | 0.06% | 469 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $37.36万 | 0.06% | 589 | 1 | 0.2% | $634 | 加仓 |
| VTV | VANGUARD INDEX FDS | $37.38万 | 0.06% | 1,715 | 8 | 0.5% | $1,744 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $38.32万 | 0.06% | 3,071 | -768 | -20.0% | -$9.58万 | 减仓 |
| VGT | VANGUARD WORLD FD | $38.44万 | 0.06% | 3,216 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $38.54万 | 0.06% | 3,286 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $38.74万 | 0.06% | 6,177 | -2,303 | -27.2% | -$14.44万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $38.98万 | 0.06% | 2,392 | -13,761 | -85.2% | -$224.26万 | 减仓 |
| ET | ENERGY TRANSFER L P | $38.99万 | 0.06% | 20,391 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.18万 | 0.06% | 557 | -19 | -3.3% | -$1.34万 | 减仓 |
| ETN | EATON CORP PLC | $39.20万 | 0.06% | 920 | 106 | 13.0% | $4.52万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $41.27万 | 0.06% | 6,109 | 4 | 0.1% | $270 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $42.22万 | 0.07% | 16,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $42.71万 | 0.07% | 2,242 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $42.74万 | 0.07% | 4,111 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $44.62万 | 0.07% | 1,485 | 1,485 | — | $44.62万 | 新建仓 |
| NOBL | PROSHARES TR | $46.13万 | 0.07% | 8,214 | -448 | -5.2% | -$2.52万 | 减仓 |
| GLD | SPDR GOLD TR | $47.82万 | 0.07% | 1,298 | -145 | -10.0% | -$5.34万 | 减仓 |
| — | EATON VANCE NATL MUN OPPORT | $48.78万 | 0.08% | 27,684 | -2,863 | -9.4% | -$5.04万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $49.20万 | 0.08% | 1,311 | 169 | 14.8% | $6.34万 | 加仓 |
| COHR | COHERENT CORP | $49.23万 | 0.08% | 1,248 | 1,248 | — | $49.23万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.86万 | 0.08% | 554 | 65 | 13.3% | $6.08万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $54.08万 | 0.08% | 2,446 | 2,446 | — | $54.08万 | 新建仓 |
| HON | HONEYWELL INTL INC | $54.80万 | 0.08% | 2,448 | -2,457 | -50.1% | -$55.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $55.86万 | 0.09% | 1,638 | -191 | -10.4% | -$6.51万 | 减仓 |
| SO | SOUTHERN CO | $56.83万 | 0.09% | 5,938 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $58.42万 | 0.09% | 7,858 | 14 | 0.2% | $1,041 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.95万 | 0.09% | 3,730 | 2,300 | 160.8% | $36.35万 | 加仓 |
| V | VISA INC | $60.23万 | 0.09% | 1,756 | 46 | 2.7% | $1.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.34万 | 0.10% | 2,181 | -1,002 | -31.5% | -$28.18万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $61.69万 | 0.10% | 7,986 | -283 | -3.4% | -$2.19万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $63.02万 | 0.10% | 1,863 | 8 | 0.4% | $2,706 | 加仓 |
| ASML | ASML HLDG NV | $64.26万 | 0.10% | 323 | 32 | 11.0% | $6.37万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $64.59万 | 0.10% | 20,769 | -10,536 | -33.7% | -$32.77万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $75.63万 | 0.12% | 3,555 | 1 | 0.0% | $213 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $77.97万 | 0.12% | 3,070 | -33 | -1.1% | -$8,381 | 减仓 |
| QQQ | INVESCO QQQ TR | $80.66万 | 0.12% | 1,095 | 492 | 81.6% | $36.24万 | 加仓 |
| GEV | GE VERNOVA INC | $84.47万 | 0.13% | 719 | 58 | 8.8% | $6.81万 | 加仓 |
| IOO | ISHARES TR | $84.73万 | 0.13% | 6,203 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $85.57万 | 0.13% | 5,500 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $88.31万 | 0.14% | 10,192 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $89.39万 | 0.14% | 35,136 | -932 | -2.6% | -$2.37万 | 减仓 |
| SPGI | S&P GLOBAL INC | $97.07万 | 0.15% | 2,384 | -4,039 | -62.9% | -$164.46万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $97.65万 | 0.15% | 6,154 | -242 | -3.8% | -$3.84万 | 减仓 |
| TMUS | T-MOBILE US INC | $100.00万 | 0.15% | 5,962 | 428 | 7.7% | $7.18万 | 加仓 |
| LLY | ELI LILLY & CO | $101.28万 | 0.16% | 844 | 63 | 8.1% | $7.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.90万 | 0.17% | 4,518 | 1 | 0.0% | $237 | 加仓 |
| GOOG | ALPHABET INC | $113.15万 | 0.18% | 3,202 | 133 | 4.3% | $4.70万 | 加仓 |