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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $7,011.56万 | 7.89% | 372,777 | 32,427 | 9.5% | $609.92万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $5,590.14万 | 6.29% | 74,646 | 33,458 | 81.2% | $2,505.63万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $5,384.42万 | 6.06% | 353,819 | 62,398 | 21.4% | $949.57万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $5,170.11万 | 5.82% | 1,739,605 | -267,898 | -13.3% | -$796.19万 | 减仓 |
| ESN | ESSENTIAL 40 STOCK ETF | $4,521.56万 | 5.09% | 2,274,028 | 374,816 | 19.7% | $745.27万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $4,173.60万 | 4.70% | 137,688 | -6,200 | -4.3% | -$187.93万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $3,935.74万 | 4.43% | 1,077,400 | 1,077,400 | — | $3,935.74万 | 新建仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $3,513.99万 | 3.96% | 761,427 | 203,467 | 36.5% | $939.00万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $2,616.01万 | 2.95% | 255,720 | -111,352 | -30.3% | -$1,139.13万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2,558.81万 | 2.88% | 488,882 | -27,601 | -5.3% | -$144.46万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2,259.43万 | 2.54% | 164,287 | 2,442 | 1.5% | $33.58万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2,097.14万 | 2.36% | 308,358 | 12,146 | 4.1% | $82.60万 | 加仓 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $1,937.35万 | 2.18% | 916,872 | 76,102 | 9.1% | $160.80万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $1,919.71万 | 2.16% | 942,654 | 69,674 | 8.0% | $141.89万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1,871.11万 | 2.11% | 441,195 | 26,716 | 6.4% | $113.30万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,847.08万 | 2.08% | 81,347 | -15,431 | -15.9% | -$350.38万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1,768.00万 | 1.99% | 332,517 | 11,456 | 3.6% | $60.91万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,715.92万 | 1.93% | 207,613 | 23,827 | 13.0% | $196.93万 | 加仓 |
| BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $1,664.91万 | 1.87% | 645,037 | 84,154 | 15.0% | $217.21万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1,455.82万 | 1.64% | 239,484 | -7,981 | -3.2% | -$48.52万 | 减仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $1,386.61万 | 1.56% | 846,268 | 258,848 | 44.1% | $424.12万 | 加仓 |
| BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $1,164.64万 | 1.31% | 567,841 | 567,841 | — | $1,164.64万 | 新建仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1,114.04万 | 1.25% | 567,953 | -358,594 | -38.7% | -$703.38万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1,094.72万 | 1.23% | 87,986 | 7,906 | 9.9% | $98.37万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1,073.19万 | 1.21% | 203,565 | -48,164 | -19.1% | -$253.92万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $868.47万 | 0.98% | 25,332 | -8,347 | -24.8% | -$286.17万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $817.73万 | 0.92% | 162,345 | 23,287 | 16.7% | $117.30万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $780.00万 | 0.88% | 9,814 | 53 | 0.5% | $4.21万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $757.78万 | 0.85% | 112,131 | -854,893 | -88.4% | -$5,777.37万 | 减仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $744.53万 | 0.84% | 203,423 | 203,423 | — | $744.53万 | 新建仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $743.43万 | 0.84% | 233,931 | 54,103 | 30.1% | $171.94万 | 加仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $727.41万 | 0.82% | 109,467 | -1,884 | -1.7% | -$12.52万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $712.23万 | 0.80% | 72,975 | -1,387 | -1.9% | -$13.54万 | 减仓 |
| MBB | ISHARES MBS ETF | $694.83万 | 0.78% | 73,512 | 9,614 | 15.0% | $90.87万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $651.12万 | 0.73% | 285,832 | 37,798 | 15.2% | $86.10万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $617.40万 | 0.70% | 80,653 | -109,514 | -57.6% | -$838.33万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $610.31万 | 0.69% | 60,819 | -14,936 | -19.7% | -$149.88万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $592.84万 | 0.67% | 137,517 | -79,165 | -36.5% | -$341.28万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $571.05万 | 0.64% | 80,147 | -5,191 | -6.1% | -$36.99万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $562.38万 | 0.63% | 69,800 | -2,724 | -3.8% | -$21.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $546.18万 | 0.61% | 10,915 | -67 | -0.6% | -$3.35万 | 减仓 |
| 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 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $492.96万 | 0.56% | 175,743 | 175,743 | — | $492.96万 | 新建仓 |
| VPU | VANGUARD UTILITIES ETF | $433.96万 | 0.49% | 22,171 | 124 | 0.6% | $2.43万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $423.44万 | 0.48% | 6,165 | -242 | -3.8% | -$16.62万 | 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 |
| AMZN | AMAZON COM INC COM | $357.03万 | 0.40% | 14,980 | -203 | -1.3% | -$4.84万 | 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 |
| AAPL | APPLE INC COM | $299.92万 | 0.34% | 10,365 | -98 | -0.9% | -$2.84万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $284.06万 | 0.32% | 7,615 | -188 | -2.4% | -$7.01万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $269.29万 | 0.30% | 31,261 | -65 | -0.2% | -$5,599 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $200.05万 | 0.23% | 2,679 | -4 | -0.1% | -$2,987 | 减仓 |
| DE | DEERE & CO COM | $197.33万 | 0.22% | 3,111 | -39 | -1.2% | -$2.47万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $185.52万 | 0.21% | 24,569 | 3,641 | 17.4% | $27.49万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $177.49万 | 0.20% | 22,782 | -11,612 | -33.8% | -$90.47万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $171.91万 | 0.19% | 7,713 | -90 | -1.2% | -$2.01万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $166.00万 | 0.19% | 23,885 | -1,143 | -4.6% | -$7.94万 | 减仓 |
| 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 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $138.85万 | 0.16% | 9,362 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $137.48万 | 0.15% | 16,636 | 8,410 | 102.2% | $69.50万 | 加仓 |
| CAT | CATERPILLAR INC COM | $129.03万 | 0.15% | 1,212 | 6 | 0.5% | $6,388 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $126.69万 | 0.14% | 11,754 | -14 | -0.1% | -$1,509 | 减仓 |
| TSLA | TESLA INC COM | $120.12万 | 0.14% | 2,856 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $119.00万 | 0.13% | 10,507 | 411 | 4.1% | $4.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $110.13万 | 0.12% | 5,504 | 56 | 1.0% | $1.12万 | 加仓 |
| 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 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $98.21万 | 0.11% | 13,378 | -6,183 | -31.6% | -$45.39万 | 减仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $95.69万 | 0.11% | 3,124 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $91.16万 | 0.10% | 8,455 | -1,133 | -11.8% | -$12.22万 | 减仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $90.03万 | 0.10% | 4,556 | -252 | -5.2% | -$4.98万 | 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 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $84.93万 | 0.10% | 17,269 | -27 | -0.2% | -$1,328 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $84.21万 | 0.09% | 2,551 | 4 | 0.2% | $1,320 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $82.62万 | 0.09% | 4,130 | -131 | -3.1% | -$2.62万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $82.28万 | 0.09% | 6,018 | 6,018 | — | $82.28万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $78.23万 | 0.09% | 10,145 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $76.91万 | 0.09% | 14,234 | 0 | 0.0% | — | 不变 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $73.41万 | 0.08% | 21,271 | 2,505 | 13.3% | $8.64万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $72.16万 | 0.08% | 1,950 | -27 | -1.4% | -$9,991 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $69.52万 | 0.08% | 3,168 | -42,529 | -93.1% | -$933.21万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $66.08万 | 0.07% | 3,032 | 28 | 0.9% | $6,102 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $64.95万 | 0.07% | 7,053 | 53 | 0.8% | $4,881 | 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 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $60.77万 | 0.07% | 18,459 | 323 | 1.8% | $1.06万 | 加仓 |
| HD | HOME DEPOT INC COM | $55.51万 | 0.06% | 1,574 | 2 | 0.1% | $705 | 加仓 |
| GLD | SPDR GOLD SHARES | $54.41万 | 0.06% | 1,477 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $51.78万 | 0.06% | 1,466 | -2 | -0.1% | -$706 | 减仓 |
| EMR | EMERSON ELEC CO COM | $48.16万 | 0.05% | 3,364 | 175 | 5.5% | $2.51万 | 加仓 |
| AEE | AMEREN CORP COM | $47.53万 | 0.05% | 4,205 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $45.84万 | 0.05% | 11,051 | 625 | 6.0% | $2.59万 | 加仓 |
| INTC | INTEL CORP COM | $45.55万 | 0.05% | 3,262 | 3,262 | — | $45.55万 | 新建仓 |
| XPO | XPO INC COM | $44.28万 | 0.05% | 2,157 | 222 | 11.5% | $4.56万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $42.31万 | 0.05% | 1,445 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO CL A | $41.04万 | 0.05% | 2,631 | 8 | 0.3% | $1,248 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $41.01万 | 0.05% | 557 | -37 | -6.2% | -$2.72万 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $38.90万 | 0.04% | 1,381 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $37.82万 | 0.04% | 3,916 | -1,282 | -24.7% | -$12.38万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $37.66万 | 0.04% | 6,309 | -324 | -4.9% | -$1.93万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $36.99万 | 0.04% | 1,035 | 2 | 0.2% | $715 | 加仓 |
| 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 |