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 |
|---|---|---|---|---|---|---|---|---|
| CASY | CASEYS GEN STORES INC | $34.14万 | 0.06% | 469 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $33.86万 | 0.06% | 2,565 | 114 | 4.7% | $1.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $33.49万 | 0.06% | 1,707 | -105 | -5.8% | -$2.06万 | 减仓 |
| DE | DEERE & CO | $33.12万 | 0.06% | 588 | 20 | 3.5% | $1.13万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $32.86万 | 0.06% | 5,918 | 198 | 3.5% | $1.10万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.83万 | 0.06% | 3,556 | 98 | 2.8% | $9,046 | 加仓 |
| EVRG | EVERGY INC | $31.89万 | 0.06% | 3,893 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.73万 | 0.06% | 1,142 | -67 | -5.5% | -$1.86万 | 减仓 |
| SUB | ISHARES TR | $31.52万 | 0.06% | 2,959 | 4 | 0.1% | $426 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $31.30万 | 0.06% | 8,612 | 2,195 | 34.2% | $7.98万 | 加仓 |
| KO | COCA COLA CO | $31.29万 | 0.06% | 4,114 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $30.17万 | 0.05% | 2,070 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $29.80万 | 0.05% | 2,242 | -48 | -2.1% | -$6,379 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.39万 | 0.05% | 598 | 15 | 2.6% | $7,373 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.32万 | 0.05% | 1,829 | -594 | -24.5% | -$9.52万 | 减仓 |
| ETN | EATON CORP PLC | $29.11万 | 0.05% | 814 | 54 | 7.1% | $1.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.34万 | 0.05% | 1,962 | 85 | 4.5% | $1.23万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.16万 | 0.05% | 1,703 | -43 | -2.5% | -$7,109 | 减仓 |
| VGT | VANGUARD WORLD FD | $28.05万 | 0.05% | 402 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $27.57万 | 0.05% | 14,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $25.75万 | 0.05% | 2,276 | 60 | 2.7% | $6,787 | 加仓 |
| KLAC | KLA CORP | $25.52万 | 0.05% | 173 | 5 | 3.0% | $7,377 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.12万 | 0.05% | 503 | -69 | -12.1% | -$3.45万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $24.18万 | 0.04% | 4,715 | 4,715 | — | $24.18万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.83万 | 0.04% | 6,202 | 825 | 15.3% | $3.17万 | 加仓 |
| IVE | ISHARES TR | $23.56万 | 0.04% | 1,116 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $23.54万 | 0.04% | 3,253 | -10 | -0.3% | -$724 | 减仓 |
| IGV | ISHARES TR | $23.12万 | 0.04% | 2,888 | -4,381 | -60.3% | -$35.07万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.74万 | 0.04% | 7,021 | 321 | 4.8% | $9,939 | 加仓 |
| MINT | PIMCO ETF TR | $21.61万 | 0.04% | 2,149 | -22 | -1.0% | -$2,213 | 减仓 |
| GE | GE AEROSPACE | $21.31万 | 0.04% | 751 | 37 | 5.2% | $1.05万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.18万 | 0.04% | 1,430 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $20.99万 | 0.04% | 248 | 12 | 5.1% | $1.02万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $20.77万 | 0.04% | 1,284 | -801 | -38.4% | -$12.95万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $20.49万 | 0.04% | 2,819 | -33,033 | -92.1% | -$240.12万 | 减仓 |
| VDC | VANGUARD WORLD FD | $20.48万 | 0.04% | 912 | 912 | — | $20.48万 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPO | $17.19万 | 0.03% | 15,050 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $13.72万 | 0.02% | 17,800 | 17,800 | — | $13.72万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $10.77万 | 0.02% | 10,200 | -1,500 | -12.8% | -$1.58万 | 减仓 |
| AMC | AMC ENTMT HLDGS INC | $2.91万 | 0.01% | 29,694 | 19,468 | 190.4% | $1.91万 | 加仓 |
| 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 |