Legacy CG, LLC
PLANO TX · SEC CIK 0001904825
$3.91亿2026Q2 申报市值
45持仓数
48.0%前十大占比 · 第一大 8.0%
7 / 7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
INNOVATOR ETFS T 新建仓+$1,748.89万
SNDK 新建仓+$1,020.68万
VPL 新建仓+$869.91万
UNP 新建仓+$505.84万
PSC 新建仓+$417.38万
2026Q2 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$1,778.83万
NEE 清仓-$477.17万
META 清仓-$434.02万
USMC 清仓-$399.80万
UBER 清仓-$389.32万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BBEU | J P MORGAN EXCHANGE TRADED F | $3,131.34万 | 8.02% | 402,641 | -28,562 | -6.6% | -$222.13万 | 减仓 |
| HEGD | LISTED FDS TR | $2,002.92万 | 5.13% | 751,283 | 64,571 | 9.4% | $172.15万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $1,968.67万 | 5.04% | 437,775 | 2,000 | 0.5% | $8.99万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,790.99万 | 4.59% | 354,161 | -25,639 | -6.8% | -$129.66万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,748.89万 | 4.48% | 592,967 | 592,967 | — | $1,748.89万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1,706.44万 | 4.37% | 564,487 | 12,495 | 2.3% | $37.77万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,673.28万 | 4.28% | 340,863 | 6,713 | 2.0% | $32.95万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1,626.72万 | 4.16% | 646,293 | 12,811 | 2.0% | $32.25万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $1,610.55万 | 4.12% | 751,190 | 17,585 | 2.4% | $37.70万 | 加仓 |
| FEGE | RBB FUND TRUST | $1,504.78万 | 3.85% | 307,601 | 21,357 | 7.5% | $104.48万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,217.64万 | 3.12% | 126,193 | 28,830 | 29.6% | $278.18万 | 加仓 |
| SNDK | SANDISK CORP | $1,020.68万 | 2.61% | 4,489 | 4,489 | — | $1,020.68万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,000.36万 | 2.56% | 41,972 | -4,560 | -9.8% | -$108.68万 | 减仓 |
| GOOG | ALPHABET INC | $900.78万 | 2.31% | 25,494 | -4,226 | -14.2% | -$149.32万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $869.91万 | 2.23% | 75,193 | 75,193 | — | $869.91万 | 新建仓 |
| CARY | ANGEL OAK FUNDS TRUST | $856.29万 | 2.19% | 412,073 | 17,641 | 4.5% | $36.66万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $832.88万 | 2.13% | 431,768 | 16,116 | 3.9% | $31.09万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $792.25万 | 2.03% | 161,849 | -30,369 | -15.8% | -$148.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $789.64万 | 2.02% | 39,464 | -1,143 | -2.8% | -$22.87万 | 减仓 |
| AVGO | BROADCOM INC | $783.83万 | 2.01% | 20,750 | -1,007 | -4.6% | -$38.04万 | 减仓 |
| CVS | CVS HEALTH CORP | $783.30万 | 2.01% | 75,718 | -4,114 | -5.2% | -$42.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $718.96万 | 1.84% | 14,368 | -2,223 | -13.4% | -$111.24万 | 减仓 |
| WELL | WELLTOWER INC | $708.06万 | 1.81% | 31,196 | -1,462 | -4.5% | -$33.18万 | 减仓 |
| ABBV | ABBVIE INC | $707.01万 | 1.81% | 28,096 | 193 | 0.7% | $4.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $640.55万 | 1.64% | 17,172 | 1,678 | 10.8% | $62.59万 | 加仓 |
| V | VISA INC | $635.13万 | 1.63% | 18,512 | 132 | 0.7% | $4.53万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $628.58万 | 1.61% | 15,136 | 833 | 5.8% | $34.59万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $619.15万 | 1.59% | 18,736 | -200 | -1.1% | -$6.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $605.23万 | 1.55% | 18,490 | -200 | -1.1% | -$6.55万 | 减仓 |
| WMT | WALMART INC | $593.26万 | 1.52% | 52,380 | -3,439 | -6.2% | -$38.95万 | 减仓 |
| NUE | NUCOR CORP | $589.69万 | 1.51% | 26,473 | -1,037 | -3.8% | -$23.10万 | 减仓 |
| AAPL | APPLE INC | $567.64万 | 1.45% | 19,617 | -127 | -0.6% | -$3.67万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $548.19万 | 1.40% | 37,519 | 1,275 | 3.5% | $18.63万 | 加仓 |
| UNP | UNION PAC CORP | $505.84万 | 1.29% | 18,597 | 18,597 | — | $505.84万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $499.37万 | 1.28% | 120,854 | -460 | -0.4% | -$1.90万 | 减仓 |
| ORCL | ORACLE CORP | $457.37万 | 1.17% | 31,209 | 1,210 | 4.0% | $17.73万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $417.38万 | 1.07% | 59,520 | 59,520 | — | $417.38万 | 新建仓 |
| IOO | ISHARES TR | $373.63万 | 0.96% | 27,352 | 27,352 | — | $373.63万 | 新建仓 |
| — | RBB FD INC | $363.91万 | 0.93% | 72,942 | 72,942 | — | $363.91万 | 新建仓 |
| PEP | PEPSICO INC | $65.72万 | 0.17% | 4,854 | -21,121 | -81.3% | -$285.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $64.65万 | 0.17% | 1,747 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $49.76万 | 0.13% | 10,078 | -14,219 | -58.5% | -$70.20万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $33.18万 | 0.08% | 4,910 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $29.65万 | 0.08% | 8,861 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $27.01万 | 0.07% | 2,304 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -672,374 | -100.0% | -$1,778.83万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -51,375 | -100.0% | -$477.17万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -7,586 | -100.0% | -$434.02万 | 清仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -62,166 | -100.0% | -$399.80万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -54,125 | -100.0% | -$389.32万 | 清仓 |
| QGRO | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -16,214 | -100.0% | -$170.30万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,342 | -100.0% | -$22.77万 | 清仓 |