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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC COM | $27.85万 | 0.04% | 9,607 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $27.02万 | 0.03% | 8,808 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $26.03万 | 0.03% | 8,937 | 9 | 0.1% | $262 | 加仓 |
| KO | COCA COLA CO COM | $25.83万 | 0.03% | 3,397 | 80 | 2.4% | $6,084 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $25.60万 | 0.03% | 1,047 | 61 | 6.2% | $1.49万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $25.51万 | 0.03% | 899 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $24.17万 | 0.03% | 1,332 | -268 | -16.8% | -$4.86万 | 减仓 |
| META | META PLATFORMS INC CL A | $23.93万 | 0.03% | 418 | 10 | 2.5% | $5,724 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $23.76万 | 0.03% | 2,324 | -389 | -14.3% | -$3.98万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $23.07万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $22.69万 | 0.03% | 8,618 | -1 | -0.0% | -$26 | 减仓 |
| PEP | PEPSICO INC COM | $22.50万 | 0.03% | 1,449 | -65 | -4.3% | -$1.01万 | 减仓 |
| UNP | UNION PAC CORP COM | $22.19万 | 0.03% | 915 | 6 | 0.7% | $1,455 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $22.18万 | 0.03% | 3,161 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $21.74万 | 0.03% | 1,505 | -9 | -0.6% | -$1,300 | 减仓 |
| SLV | ISHARES SILVER TRUST | $21.70万 | 0.03% | 3,185 | 199 | 6.7% | $1.36万 | 加仓 |
| 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 |
| CB | CHUBB LTD SWITZ COM | $20.52万 | 0.03% | 630 | 630 | — | $20.52万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $20.43万 | 0.03% | 234 | 234 | — | $20.43万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM | $20.37万 | 0.03% | 2,839 | -182 | -6.0% | -$1.31万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $20.17万 | 0.03% | 6,612 | 30 | 0.5% | $915 | 加仓 |
| 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 |