Legacy Financial Group LLC
DES MOINES IA · SEC CIK 0001834011
$8.88亿2026Q2 申报市值
133持仓数
50.1%前十大占比 · 第一大 7.9%
20 / 8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
BUFR 新建仓+$3,935.74万
IVV 加仓+$2,505.63万
BSCW 新建仓+$1,164.64万
SDY 加仓+$949.57万
IUSB 加仓+$939.00万
2026Q2 卖出最多 按季末市值估算
HELO 减仓-$5,777.37万
EMXC 减仓-$1,139.13万
QUAL 减仓-$933.21万
EFV 减仓-$838.33万
BUFD 减仓-$796.19万
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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -88,287 | -100.0% | -$441.79万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -5,996 | -100.0% | -$101.73万 | 清仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $0 | 0.00% | 0 | -7,248 | -100.0% | -$32.98万 | 清仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $0 | 0.00% | 0 | -8,061 | -100.0% | -$29.11万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -9,607 | -100.0% | -$27.85万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -1,449 | -100.0% | -$22.50万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -3,185 | -100.0% | -$21.70万 | 清仓 |
| CB | CHUBB LTD SWITZ COM | $0 | 0.00% | 0 | -630 | -100.0% | -$20.52万 | 清仓 |
| — | PSQ HOLDINGS INC COM SHS CL A | $4,087 | 0.00% | 10,146 | 10,146 | — | $4,087 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $20.16万 | 0.02% | 852 | 852 | — | $20.16万 | 新建仓 |
| V | VISA INC COM CL A | $20.24万 | 0.02% | 590 | 590 | — | $20.24万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $20.92万 | 0.02% | 178 | -56 | -23.9% | -$6.58万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $20.99万 | 0.02% | 1,175 | 1,175 | — | $20.99万 | 新建仓 |
| — | INVESCO BULLETSHARES 2031 HIGH YIELD CORPORATE BOND ETF | $21.06万 | 0.02% | 8,023 | 8,023 | — | $21.06万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM | $21.66万 | 0.02% | 2,839 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $22.05万 | 0.02% | 1,504 | -1 | -0.1% | -$147 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $22.71万 | 0.03% | 9,808 | 9,808 | — | $22.71万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $22.77万 | 0.03% | 190 | 190 | — | $22.77万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $23.06万 | 0.03% | 704 | 704 | — | $23.06万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $23.12万 | 0.03% | 6,642 | 30 | 0.5% | $1,044 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $23.21万 | 0.03% | 2,272 | 2,272 | — | $23.21万 | 新建仓 |
| META | META PLATFORMS INC CL A | $23.57万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $23.96万 | 0.03% | 3,161 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $24.15万 | 0.03% | 2,063 | -2,073 | -50.1% | -$24.27万 | 减仓 |
| UNP | UNION PAC CORP COM | $25.00万 | 0.03% | 919 | 4 | 0.4% | $1,088 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $25.30万 | 0.03% | 1,777 | 1,777 | — | $25.30万 | 新建仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $25.48万 | 0.03% | 2,313 | -11 | -0.5% | -$1,212 | 减仓 |
| GE | GE AEROSPACE COM NEW | $25.83万 | 0.03% | 691 | -208 | -23.1% | -$7.77万 | 减仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $26.36万 | 0.03% | 11,910 | -9,003 | -43.0% | -$19.93万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $26.94万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $27.36万 | 0.03% | 237 | 237 | — | $27.36万 | 新建仓 |
| KO | COCA COLA CO COM | $27.66万 | 0.03% | 3,403 | 6 | 0.2% | $488 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $27.68万 | 0.03% | 1,090 | 43 | 4.1% | $1.09万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $27.93万 | 0.03% | 8,808 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $28.21万 | 0.03% | 8,618 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $29.46万 | 0.03% | 1,168 | -164 | -12.3% | -$4.14万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $30.27万 | 0.03% | 8,944 | 7 | 0.1% | $237 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $30.74万 | 0.03% | 1,945 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $32.21万 | 0.04% | 1,968 | 1,968 | — | $32.21万 | 新建仓 |
| F | FORD MTR CO COM | $34.53万 | 0.04% | 24,839 | 626 | 2.6% | $8,701 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $35.35万 | 0.04% | 7,457 | 7,457 | — | $35.35万 | 新建仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $36.00万 | 0.04% | 4,491 | 1,560 | 53.2% | $12.50万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $36.99万 | 0.04% | 1,035 | 2 | 0.2% | $715 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $37.66万 | 0.04% | 6,309 | -324 | -4.9% | -$1.93万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $37.82万 | 0.04% | 3,916 | -1,282 | -24.7% | -$12.38万 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $38.90万 | 0.04% | 1,381 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $41.01万 | 0.05% | 557 | -37 | -6.2% | -$2.72万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $41.04万 | 0.05% | 2,631 | 8 | 0.3% | $1,248 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $42.31万 | 0.05% | 1,445 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $44.28万 | 0.05% | 2,157 | 222 | 11.5% | $4.56万 | 加仓 |
| INTC | INTEL CORP COM | $45.55万 | 0.05% | 3,262 | 3,262 | — | $45.55万 | 新建仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $45.84万 | 0.05% | 11,051 | 625 | 6.0% | $2.59万 | 加仓 |
| AEE | AMEREN CORP COM | $47.53万 | 0.05% | 4,205 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $48.16万 | 0.05% | 3,364 | 175 | 5.5% | $2.51万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $51.78万 | 0.06% | 1,466 | -2 | -0.1% | -$706 | 减仓 |
| GLD | SPDR GOLD SHARES | $54.41万 | 0.06% | 1,477 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $55.51万 | 0.06% | 1,574 | 2 | 0.1% | $705 | 加仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $60.77万 | 0.07% | 18,459 | 323 | 1.8% | $1.06万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $62.72万 | 0.07% | 7,137 | -199 | -2.7% | -$1.75万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $64.95万 | 0.07% | 7,053 | 53 | 0.8% | $4,881 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $66.08万 | 0.07% | 3,032 | 28 | 0.9% | $6,102 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $69.52万 | 0.08% | 3,168 | -42,529 | -93.1% | -$933.21万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $72.16万 | 0.08% | 1,950 | -27 | -1.4% | -$9,991 | 减仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $73.41万 | 0.08% | 21,271 | 2,505 | 13.3% | $8.64万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $76.91万 | 0.09% | 14,234 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $78.23万 | 0.09% | 10,145 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $82.28万 | 0.09% | 6,018 | 6,018 | — | $82.28万 | 新建仓 |
| IWC | ISHARES MICRO-CAP ETF | $82.62万 | 0.09% | 4,130 | -131 | -3.1% | -$2.62万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $84.21万 | 0.09% | 2,551 | 4 | 0.2% | $1,320 | 加仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $84.93万 | 0.10% | 17,269 | -27 | -0.2% | -$1,328 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $87.28万 | 0.10% | 17,494 | 608 | 3.6% | $3.03万 | 加仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $90.03万 | 0.10% | 4,556 | -252 | -5.2% | -$4.98万 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $91.16万 | 0.10% | 8,455 | -1,133 | -11.8% | -$12.22万 | 减仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $95.69万 | 0.11% | 3,124 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $98.21万 | 0.11% | 13,378 | -6,183 | -31.6% | -$45.39万 | 减仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $100.74万 | 0.11% | 46,330 | 3,286 | 7.6% | $7.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $110.13万 | 0.12% | 5,504 | 56 | 1.0% | $1.12万 | 加仓 |
| WMT | WALMART INC COM | $119.00万 | 0.13% | 10,507 | 411 | 4.1% | $4.66万 | 加仓 |
| TSLA | TESLA INC COM | $120.12万 | 0.14% | 2,856 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $126.69万 | 0.14% | 11,754 | -14 | -0.1% | -$1,509 | 减仓 |
| CAT | CATERPILLAR INC COM | $129.03万 | 0.15% | 1,212 | 6 | 0.5% | $6,388 | 加仓 |
| WFC | WELLS FARGO & CO COM | $137.48万 | 0.15% | 16,636 | 8,410 | 102.2% | $69.50万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $138.85万 | 0.16% | 9,362 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $159.75万 | 0.18% | 71,490 | 1,692 | 2.4% | $3.78万 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $166.00万 | 0.19% | 23,885 | -1,143 | -4.6% | -$7.94万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $171.91万 | 0.19% | 7,713 | -90 | -1.2% | -$2.01万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $177.49万 | 0.20% | 22,782 | -11,612 | -33.8% | -$90.47万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $185.52万 | 0.21% | 24,569 | 3,641 | 17.4% | $27.49万 | 加仓 |
| DE | DEERE & CO COM | $197.33万 | 0.22% | 3,111 | -39 | -1.2% | -$2.47万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $200.05万 | 0.23% | 2,679 | -4 | -0.1% | -$2,987 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $269.29万 | 0.30% | 31,261 | -65 | -0.2% | -$5,599 | 减仓 |
| MSFT | MICROSOFT CORP COM | $284.06万 | 0.32% | 7,615 | -188 | -2.4% | -$7.01万 | 减仓 |
| AAPL | APPLE INC COM | $299.92万 | 0.34% | 10,365 | -98 | -0.9% | -$2.84万 | 减仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $339.45万 | 0.38% | 147,878 | -119,028 | -44.6% | -$273.23万 | 减仓 |
| AMZN | AMAZON COM INC COM | $357.03万 | 0.40% | 14,980 | -203 | -1.3% | -$4.84万 | 减仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $389.76万 | 0.44% | 77,503 | 77,503 | — | $389.76万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $423.44万 | 0.48% | 6,165 | -242 | -3.8% | -$16.62万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $433.96万 | 0.49% | 22,171 | 124 | 0.6% | $2.43万 | 加仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $492.96万 | 0.56% | 175,743 | 175,743 | — | $492.96万 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $501.23万 | 0.56% | 30,512 | -6,902 | -18.4% | -$113.38万 | 减仓 |