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 |
|---|---|---|---|---|---|---|---|---|
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $35.35万 | 0.04% | 7,457 | 7,457 | — | $35.35万 | 新建仓 |
| F | FORD MTR CO COM | $34.53万 | 0.04% | 24,839 | 626 | 2.6% | $8,701 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $32.21万 | 0.04% | 1,968 | 1,968 | — | $32.21万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $30.74万 | 0.03% | 1,945 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $30.27万 | 0.03% | 8,944 | 7 | 0.1% | $237 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $29.46万 | 0.03% | 1,168 | -164 | -12.3% | -$4.14万 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $28.21万 | 0.03% | 8,618 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $27.93万 | 0.03% | 8,808 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $27.68万 | 0.03% | 1,090 | 43 | 4.1% | $1.09万 | 加仓 |
| KO | COCA COLA CO COM | $27.66万 | 0.03% | 3,403 | 6 | 0.2% | $488 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $27.36万 | 0.03% | 237 | 237 | — | $27.36万 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $26.94万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $26.36万 | 0.03% | 11,910 | -9,003 | -43.0% | -$19.93万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $25.83万 | 0.03% | 691 | -208 | -23.1% | -$7.77万 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $25.48万 | 0.03% | 2,313 | -11 | -0.5% | -$1,212 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $25.30万 | 0.03% | 1,777 | 1,777 | — | $25.30万 | 新建仓 |
| UNP | UNION PAC CORP COM | $25.00万 | 0.03% | 919 | 4 | 0.4% | $1,088 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $24.15万 | 0.03% | 2,063 | -2,073 | -50.1% | -$24.27万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $23.96万 | 0.03% | 3,161 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $23.57万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $23.21万 | 0.03% | 2,272 | 2,272 | — | $23.21万 | 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 |
| JPM | JPMORGAN CHASE & CO COM | $23.06万 | 0.03% | 704 | 704 | — | $23.06万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $22.77万 | 0.03% | 190 | 190 | — | $22.77万 | 新建仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $22.71万 | 0.03% | 9,808 | 9,808 | — | $22.71万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $22.05万 | 0.02% | 1,504 | -1 | -0.1% | -$147 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $21.66万 | 0.02% | 2,839 | 0 | 0.0% | — | 不变 |
| — | INVESCO BULLETSHARES 2031 HIGH YIELD CORPORATE BOND ETF | $21.06万 | 0.02% | 8,023 | 8,023 | — | $21.06万 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $20.99万 | 0.02% | 1,175 | 1,175 | — | $20.99万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $20.92万 | 0.02% | 178 | -56 | -23.9% | -$6.58万 | 减仓 |
| V | VISA INC COM CL A | $20.24万 | 0.02% | 590 | 590 | — | $20.24万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $20.16万 | 0.02% | 852 | 852 | — | $20.16万 | 新建仓 |
| — | PSQ HOLDINGS INC COM SHS CL A | $4,087 | 0.00% | 10,146 | 10,146 | — | $4,087 | 新建仓 |
| 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 |