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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES S&P 100 ETF | $0 | 0.00% | 0 | -42,654 | -100.0% | -$1,451.42万 | 清仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $0 | 0.00% | 0 | -18,098 | -100.0% | -$412.63万 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -12,857 | -100.0% | -$123.69万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -2,739 | -100.0% | -$30.20万 | 清仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $20.17万 | 0.03% | 6,612 | 30 | 0.5% | $915 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $20.37万 | 0.03% | 2,839 | -182 | -6.0% | -$1.31万 | 减仓 |
| GEV | GE VERNOVA INC COM | $20.43万 | 0.03% | 234 | 234 | — | $20.43万 | 新建仓 |
| CB | CHUBB LTD SWITZ COM | $20.52万 | 0.03% | 630 | 630 | — | $20.52万 | 新建仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $20.56万 | 0.03% | 2,931 | 2,931 | — | $20.56万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $21.70万 | 0.03% | 3,185 | 199 | 6.7% | $1.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $21.74万 | 0.03% | 1,505 | -9 | -0.6% | -$1,300 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $22.18万 | 0.03% | 3,161 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $22.19万 | 0.03% | 915 | 6 | 0.7% | $1,455 | 加仓 |
| PEP | PEPSICO INC COM | $22.50万 | 0.03% | 1,449 | -65 | -4.3% | -$1.01万 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $22.69万 | 0.03% | 8,618 | -1 | -0.0% | -$26 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $23.07万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $23.76万 | 0.03% | 2,324 | -389 | -14.3% | -$3.98万 | 减仓 |
| META | META PLATFORMS INC CL A | $23.93万 | 0.03% | 418 | 10 | 2.5% | $5,724 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $24.17万 | 0.03% | 1,332 | -268 | -16.8% | -$4.86万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $25.51万 | 0.03% | 899 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $25.60万 | 0.03% | 1,047 | 61 | 6.2% | $1.49万 | 加仓 |
| KO | COCA COLA CO COM | $25.83万 | 0.03% | 3,397 | 80 | 2.4% | $6,084 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $26.03万 | 0.03% | 8,937 | 9 | 0.1% | $262 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $27.02万 | 0.03% | 8,808 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $27.85万 | 0.04% | 9,607 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $27.94万 | 0.04% | 24,213 | -1,395 | -5.4% | -$1.61万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $28.23万 | 0.04% | 1,445 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $28.80万 | 0.04% | 1,945 | 1 | 0.1% | $148 | 加仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $29.11万 | 0.04% | 8,061 | -565 | -6.5% | -$2.04万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $29.71万 | 0.04% | 1,033 | 22 | 2.2% | $6,327 | 加仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $32.98万 | 0.04% | 7,248 | -505 | -6.5% | -$2.30万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $33.22万 | 0.04% | 2,623 | 2,623 | — | $33.22万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $34.26万 | 0.04% | 594 | 48 | 8.8% | $2.77万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $35.85万 | 0.05% | 6,633 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $37.61万 | 0.05% | 4,136 | -302 | -6.8% | -$2.75万 | 减仓 |
| XPO | XPO INC COM | $37.65万 | 0.05% | 1,935 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $41.55万 | 0.05% | 1,381 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $41.59万 | 0.05% | 10,426 | 1,235 | 13.4% | $4.93万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $41.78万 | 0.05% | 3,189 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $42.10万 | 0.05% | 1,468 | 31 | 2.2% | $8,890 | 加仓 |
| AEE | AMEREN CORP COM | $46.22万 | 0.06% | 4,205 | -75 | -1.8% | -$8,244 | 减仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $46.45万 | 0.06% | 20,913 | -3,202 | -13.3% | -$7.11万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $47.06万 | 0.06% | 5,198 | -134 | -2.5% | -$1.21万 | 减仓 |
| HD | HOME DEPOT INC COM | $51.72万 | 0.07% | 1,572 | 1 | 0.1% | $329 | 加仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $51.90万 | 0.07% | 18,136 | 222 | 1.2% | $6,354 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $56.15万 | 0.07% | 7,336 | 199 | 2.8% | $1.52万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $58.94万 | 0.07% | 3,004 | -39 | -1.3% | -$7,652 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $63.42万 | 0.08% | 1,977 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $63.55万 | 0.08% | 1,477 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $64.62万 | 0.08% | 7,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $65.48万 | 0.08% | 8,226 | 7 | 0.1% | $557 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $67.65万 | 0.09% | 14,234 | 0 | 0.0% | — | 不变 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $67.84万 | 0.09% | 18,766 | -268 | -1.4% | -$9,688 | 减仓 |
| IWC | ISHARES MICRO-CAP ETF | $68.00万 | 0.09% | 4,261 | 1 | 0.0% | $160 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $68.51万 | 0.09% | 10,145 | -224 | -2.2% | -$1.51万 | 减仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $69.36万 | 0.09% | 17,296 | -254 | -1.4% | -$1.02万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $74.30万 | 0.09% | 2,547 | 3 | 0.1% | $875 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $79.99万 | 0.10% | 16,886 | 194 | 1.2% | $9,190 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $80.40万 | 0.10% | 3,124 | -251 | -7.4% | -$6.46万 | 减仓 |
| CAT | CATERPILLAR INC COM | $85.46万 | 0.11% | 1,206 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $87.75万 | 0.11% | 9,588 | -1,143 | -10.7% | -$10.46万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $88.59万 | 0.11% | 4,808 | 2 | 0.0% | $369 | 加仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $93.34万 | 0.12% | 43,044 | 397 | 0.9% | $8,609 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $95.01万 | 0.12% | 5,448 | -102 | -1.8% | -$1.78万 | 减仓 |
| — | EXXON MOBIL CORP COM | $101.73万 | 0.13% | 5,996 | 120 | 2.0% | $2.04万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $106.04万 | 0.13% | 11,768 | 421 | 3.7% | $3.79万 | 加仓 |
| TSLA | TESLA INC COM | $106.17万 | 0.13% | 2,856 | 21 | 0.7% | $7,807 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $116.38万 | 0.15% | 9,362 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $125.47万 | 0.16% | 10,096 | 99 | 1.0% | $1.23万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $144.05万 | 0.18% | 19,561 | 1,001 | 5.4% | $7.37万 | 加仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $156.10万 | 0.20% | 69,798 | -300 | -0.4% | -$6,710 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $161.06万 | 0.20% | 25,028 | -617 | -2.4% | -$3.97万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $174.50万 | 0.22% | 2,683 | -1 | -0.0% | -$650 | 减仓 |
| DE | DEERE & CO COM | $177.43万 | 0.22% | 3,150 | -24 | -0.8% | -$1.35万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $179.30万 | 0.23% | 7,803 | -88 | -1.1% | -$2.02万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $184.50万 | 0.23% | 20,928 | -31,286 | -59.9% | -$275.82万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $228.03万 | 0.29% | 5,221 | -76 | -1.4% | -$3.32万 | 减仓 |
| AAPL | APPLE INC COM | $265.54万 | 0.33% | 10,463 | -17 | -0.2% | -$4,314 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $269.68万 | 0.34% | 34,394 | -2,676 | -7.2% | -$20.98万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $288.84万 | 0.36% | 7,803 | -30 | -0.4% | -$1.11万 | 减仓 |
| AMZN | AMAZON COM INC COM | $316.22万 | 0.40% | 15,183 | 4 | 0.0% | $833 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $382.82万 | 0.48% | 6,407 | -628 | -8.9% | -$37.52万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $436.85万 | 0.55% | 22,047 | 1,360 | 6.6% | $26.95万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $441.79万 | 0.56% | 88,287 | 6,133 | 7.5% | $30.69万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $520.69万 | 0.65% | 18,131 | -21 | -0.1% | -$6,031 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $526.26万 | 0.66% | 10,982 | 10 | 0.1% | $4,792 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $532.89万 | 0.67% | 37,414 | 2,004 | 5.7% | $28.54万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $546.85万 | 0.69% | 85,338 | -2,766 | -3.1% | -$17.72万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $568.25万 | 0.71% | 248,034 | 227,595 | 1,113.5% | $521.42万 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $570.97万 | 0.72% | 139,058 | 139,058 | — | $570.97万 | 新建仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $588.40万 | 0.74% | 179,828 | 179,828 | — | $588.40万 | 新建仓 |
| MBB | ISHARES MBS ETF | $606.71万 | 0.76% | 63,898 | 2,962 | 4.9% | $28.12万 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $618.55万 | 0.78% | 266,906 | -68,129 | -20.3% | -$157.89万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $658.03万 | 0.83% | 74,362 | -691 | -0.9% | -$6.11万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $659.09万 | 0.83% | 111,351 | -29 | -0.0% | -$1,717 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $710.43万 | 0.89% | 9,761 | 24 | 0.2% | $1.75万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $763.01万 | 0.96% | 75,755 | 3,540 | 4.9% | $35.65万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $784.82万 | 0.99% | 216,682 | 16,887 | 8.5% | $61.16万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $808.26万 | 1.02% | 33,679 | 1,485 | 4.6% | $35.64万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $829.45万 | 1.04% | 251,729 | 8,508 | 3.5% | $28.03万 | 加仓 |