Legacy PCG, LLC
IRVINE CA · SEC CIK 0001952532
$1,861.44万2026Q1 申报市值
25持仓数
73.6%前十大占比 · 第一大 27.1%
2 / 42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
TUA 新建仓+$46.43万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$3,041.05万
BND 减仓-$1,081.42万
AGG 减仓-$808.38万
VPL 减仓-$687.51万
VGK 减仓-$647.17万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $504.57万 | 27.11% | 8,444 | -50,892 | -85.8% | -$3,041.05万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $191.71万 | 10.30% | 26,034 | -146,854 | -84.9% | -$1,081.42万 | 减仓 |
| AGG | ISHARES TR | $140.49万 | 7.55% | 14,152 | -81,432 | -85.2% | -$808.38万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $130.89万 | 7.03% | 15,879 | -78,512 | -83.2% | -$647.17万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $104.70万 | 5.62% | 10,713 | -70,350 | -86.8% | -$687.51万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $76.75万 | 4.12% | 12,529 | -30,819 | -71.1% | -$188.80万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $64.23万 | 3.45% | 11,883 | -97,668 | -89.2% | -$527.91万 | 减仓 |
| AAPL | APPLE INC | $55.18万 | 2.96% | 2,174 | -17,263 | -88.8% | -$438.20万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $53.42万 | 2.87% | 8,132 | -27,514 | -77.2% | -$180.74万 | 减仓 |
| IEF | ISHARES TR | $48.77万 | 2.62% | 5,110 | -60,255 | -92.2% | -$575.07万 | 减仓 |
| TIP | ISHARES TR | $47.10万 | 2.53% | 4,268 | -19,887 | -82.3% | -$219.46万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $46.43万 | 2.49% | 22,004 | 22,004 | — | $46.43万 | 新建仓 |
| MLPX | GLOBAL X FDS | $44.13万 | 2.37% | 5,968 | -15,060 | -71.6% | -$111.36万 | 减仓 |
| IEMG | ISHARES INC | $40.21万 | 2.16% | 5,765 | -22,710 | -79.8% | -$158.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.67万 | 2.02% | 579 | -8,990 | -93.9% | -$584.96万 | 减仓 |
| EUSA | ISHARES INC | $35.73万 | 1.92% | 3,511 | -22,127 | -86.3% | -$225.19万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $34.40万 | 1.85% | 14,520 | -95,670 | -86.8% | -$226.64万 | 减仓 |
| VO | VANGUARD INDEX FDS | $33.66万 | 1.81% | 1,172 | -8,646 | -88.1% | -$248.30万 | 减仓 |
| — | NVIDIA CORPORATION 看跌期权 | $26.16万 | 1.41% | 1,500 | 1,500 | — | $26.16万 | 新建仓 |
| EWC | ISHARES INC | $25.87万 | 1.39% | 4,722 | -30,462 | -86.6% | -$166.89万 | 减仓 |
| LTPZ | PIMCO ETF TR | $25.54万 | 1.37% | 5,005 | -19,332 | -79.4% | -$98.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $24.59万 | 1.32% | 426 | -1,253 | -74.6% | -$72.32万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $24.37万 | 1.31% | 4,092 | -13,485 | -76.7% | -$80.30万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $23.42万 | 1.26% | 2,987 | -1,115 | -27.2% | -$8.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $21.45万 | 1.15% | 1,230 | -9,991 | -89.0% | -$174.24万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -49,226 | -100.0% | -$500.01万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -89,736 | -100.0% | -$451.28万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -26,580 | -100.0% | -$188.66万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -18,731 | -100.0% | -$165.75万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -5,106 | -100.0% | -$159.83万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -2,544 | -100.0% | -$123.05万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,643 | -100.0% | -$108.10万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -12,056 | -100.0% | -$102.33万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -2,326 | -100.0% | -$92.18万 | 清仓 |
| EWL | ISHARES INC | $0 | 0.00% | 0 | -13,785 | -100.0% | -$82.65万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,577 | -100.0% | -$79.27万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,521 | -100.0% | -$68.40万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -790 | -100.0% | -$68.12万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -6,514 | -100.0% | -$66.23万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19,375 | -100.0% | -$65.51万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -947 | -100.0% | -$62.51万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,414 | -100.0% | -$60.68万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -13,447 | -100.0% | -$57.46万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -9,443 | -100.0% | -$45.13万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -1,393 | -100.0% | -$44.89万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,519 | -100.0% | -$44.00万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -8,838 | -100.0% | -$37.06万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -7,934 | -100.0% | -$36.73万 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,941 | -100.0% | -$35.37万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -4,639 | -100.0% | -$33.29万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -904 | -100.0% | -$32.56万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,768 | -100.0% | -$31.49万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -4,602 | -100.0% | -$30.37万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -3,160 | -100.0% | -$29.63万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -836 | -100.0% | -$28.93万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -559 | -100.0% | -$27.27万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -776 | -100.0% | -$24.35万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -31,025 | -100.0% | -$23.39万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,058 | -100.0% | -$22.93万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,022 | -100.0% | -$22.87万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,884 | -100.0% | -$22.81万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -4,518 | -100.0% | -$22.35万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -379 | -100.0% | -$21.64万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1,748 | -100.0% | -$21.01万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -626 | -100.0% | -$20.66万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -674 | -100.0% | -$20.30万 | 清仓 |
| STGW | STAGWELL INC | $0 | 0.00% | 0 | -31,698 | -100.0% | -$15.50万 | 清仓 |