Legacy CG, LLC
PLANO TX · SEC CIK 0001904825
$3.60亿2026Q1 申报市值
45持仓数
50.6%前十大占比 · 第一大 8.7%
4 / 6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
INNOVATOR ETFS T 新建仓+$1,620.74万
FLCO 新建仓+$1,571.38万
FEGE 新建仓+$1,345.35万
FPEI 新建仓+$789.74万
JPST 加仓+$359.11万
2026Q1 卖出最多 按季末市值估算
USMC 减仓-$1,505.09万
JOHN HANCOCK EXC 清仓-$960.69万
INNOVATOR ETFS T 清仓-$751.26万
INNOVATOR ETFS T 清仓-$727.74万
BSCW 清仓-$400.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | -446,625 | -100.0% | -$960.69万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -281,218 | -100.0% | -$751.26万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -271,749 | -100.0% | -$727.74万 | 清仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -191,762 | -100.0% | -$400.30万 | 清仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -239,712 | -100.0% | -$400.20万 | 清仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -236,454 | -100.0% | -$400.08万 | 清仓 |
| — | EXXON MOBIL CORP | $22.77万 | 0.06% | 1,342 | -1,105 | -45.2% | -$18.75万 | 重新持有 |
| AFL | AFLAC INC | $25.28万 | 0.07% | 2,304 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $29.72万 | 0.08% | 8,861 | -317 | -3.5% | -$1.06万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $31.38万 | 0.09% | 4,910 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $56.05万 | 0.16% | 1,747 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $120.32万 | 0.33% | 24,297 | -60,026 | -71.2% | -$297.25万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $170.30万 | 0.47% | 16,214 | -6,988 | -30.1% | -$73.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $389.32万 | 1.08% | 54,125 | 3,865 | 7.7% | $27.80万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $399.80万 | 1.11% | 62,166 | -234,029 | -79.0% | -$1,505.09万 | 减仓 |
| PEP | PEPSICO INC | $403.37万 | 1.12% | 25,975 | 765 | 3.0% | $11.88万 | 加仓 |
| META | META PLATFORMS INC | $434.02万 | 1.21% | 7,586 | 176 | 2.4% | $10.07万 | 加仓 |
| ORCL | ORACLE CORP | $441.32万 | 1.23% | 29,999 | 784 | 2.7% | $11.53万 | 加仓 |
| NUE | NUCOR CORP | $465.19万 | 1.29% | 27,510 | 427 | 1.6% | $7.22万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $474.62万 | 1.32% | 36,244 | 655 | 1.8% | $8.58万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $477.17万 | 1.33% | 51,375 | 929 | 1.8% | $8.63万 | 加仓 |
| AAPL | APPLE INC | $501.09万 | 1.39% | 19,744 | 37 | 0.2% | $9,390 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $549.78万 | 1.53% | 18,690 | -54 | -0.3% | -$1.59万 | 减仓 |
| V | VISA INC | $555.52万 | 1.54% | 18,380 | 212 | 1.2% | $6.41万 | 加仓 |
| CVS | CVS HEALTH CORP | $573.35万 | 1.59% | 79,832 | 1,000 | 1.3% | $7.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $573.54万 | 1.59% | 15,494 | 465 | 3.1% | $17.21万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $575.81万 | 1.60% | 18,936 | 220 | 1.2% | $6.69万 | 加仓 |
| ABBV | ABBVIE INC | $606.86万 | 1.69% | 27,903 | 256 | 0.9% | $5.57万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $610.45万 | 1.70% | 121,314 | 1,427 | 1.2% | $7.18万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $620.71万 | 1.72% | 14,303 | 241 | 1.7% | $10.46万 | 加仓 |
| WELL | WELLTOWER INC | $645.68万 | 1.79% | 32,658 | 694 | 2.2% | $13.72万 | 加仓 |
| AVGO | BROADCOM INC | $673.40万 | 1.87% | 21,757 | 284 | 1.3% | $8.79万 | 加仓 |
| WMT | WALMART INC | $693.72万 | 1.93% | 55,819 | -1,559 | -2.7% | -$19.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $708.19万 | 1.97% | 40,607 | 443 | 1.1% | $7.73万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $784.55万 | 2.18% | 97,363 | 19,359 | 24.8% | $155.99万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $789.74万 | 2.19% | 415,652 | 415,652 | — | $789.74万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $795.04万 | 2.21% | 16,591 | -92 | -0.6% | -$4.41万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $819.35万 | 2.28% | 394,432 | 37,050 | 10.4% | $76.96万 | 加仓 |
| GOOG | ALPHABET INC | $852.55万 | 2.37% | 29,720 | -1,143 | -3.7% | -$32.79万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $947.51万 | 2.63% | 192,218 | -27,483 | -12.5% | -$135.47万 | 减仓 |
| AMZN | AMAZON COM INC | $969.12万 | 2.69% | 46,532 | -1,532 | -3.2% | -$31.91万 | 减仓 |
| FEGE | RBB FUND TRUST | $1,345.35万 | 3.74% | 286,244 | 286,244 | — | $1,345.35万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1,570.40万 | 4.36% | 633,482 | 129,055 | 25.6% | $319.93万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $1,571.38万 | 4.36% | 733,605 | 733,605 | — | $1,571.38万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1,620.74万 | 4.50% | 551,992 | 551,992 | — | $1,620.74万 | 新建仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,650.03万 | 4.58% | 334,150 | 3,588 | 1.1% | $17.72万 | 加仓 |
| HEGD | LISTED FDS TR | $1,696.18万 | 4.71% | 686,712 | 14,742 | 2.2% | $36.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,778.83万 | 4.94% | 672,374 | 14,170 | 2.2% | $37.49万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,922.17万 | 5.34% | 379,800 | 70,957 | 23.0% | $359.11万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $1,940.94万 | 5.39% | 435,775 | -6,371 | -1.4% | -$28.38万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $3,122.34万 | 8.67% | 431,203 | 10,073 | 2.4% | $72.94万 | 加仓 |