Legacy Financial Group LLC
DES MOINES IA · SEC CIK 0001834011
$7.95亿2026Q1 申报市值
121持仓数
49.4%前十大占比 · 第一大 7.8%
6 / 4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
IVV 加仓+$833.23万
EFG 重新持有+$797.95万
IDEF 新建仓+$588.40万
BLCR 新建仓+$570.97万
GOVT 加仓+$521.42万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$1,451.42万
ITA 清仓-$412.63万
EMXC 减仓-$357.10万
DYNF 减仓-$303.41万
IAU 减仓-$275.82万
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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $876.51万 | 1.10% | 45,697 | 1,472 | 3.3% | $28.23万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $891.85万 | 1.12% | 80,080 | 71,649 | 849.8% | $797.95万 | 重新持有 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $966.89万 | 1.22% | 587,420 | 37,038 | 6.7% | $60.96万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1,400.16万 | 1.76% | 247,465 | 269 | 0.1% | $1.52万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1,413.89万 | 1.78% | 190,167 | -337 | -0.2% | -$2.51万 | 减仓 |
| BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $1,435.30万 | 1.81% | 560,883 | 15,219 | 2.8% | $38.95万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,520.83万 | 1.91% | 183,786 | 2,322 | 1.3% | $19.21万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1,708.69万 | 2.15% | 321,061 | 2,432 | 0.8% | $12.94万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,723.36万 | 2.17% | 296,212 | -52,150 | -15.0% | -$303.41万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1,753.66万 | 2.21% | 414,479 | -2,634 | -0.6% | -$11.14万 | 减仓 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $1,768.56万 | 2.22% | 840,770 | 20,436 | 2.5% | $42.99万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $1,782.89万 | 2.24% | 872,980 | 13,771 | 1.6% | $28.12万 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1,818.35万 | 2.29% | 926,547 | 10,686 | 1.2% | $20.97万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1,830.62万 | 2.30% | 161,845 | 10,581 | 7.0% | $119.68万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2,043.47万 | 2.57% | 96,778 | -7,648 | -7.3% | -$161.49万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $2,577.22万 | 3.24% | 557,960 | 24,667 | 4.6% | $113.94万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2,682.10万 | 3.37% | 516,483 | -14,767 | -2.8% | -$76.69万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,690.44万 | 3.38% | 41,188 | 12,756 | 44.9% | $833.23万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $2,887.39万 | 3.63% | 367,072 | -45,398 | -11.0% | -$357.10万 | 减仓 |
| ESN | ESSENTIAL 40 STOCK ETF | $3,326.45万 | 4.18% | 1,899,212 | 7,591 | 0.4% | $13.30万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $3,768.71万 | 4.74% | 143,888 | 270 | 0.2% | $7.07万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $4,253.00万 | 5.35% | 291,421 | -113 | -0.0% | -$1.65万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $5,279.17万 | 6.64% | 340,350 | 1,799 | 0.5% | $27.90万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $5,621.01万 | 7.07% | 2,007,503 | 19,936 | 1.0% | $55.82万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $6,180.25万 | 7.77% | 967,024 | 6,401 | 0.7% | $40.91万 | 加仓 |