LEGACY FINANCIAL GROUP, INC.
TULSA OK · SEC CIK 0001965579
$3.78亿2026Q1 申报市值
89持仓数
61.4%前十大占比 · 第一大 10.7%
2 / 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
AVUS 加仓+$143.43万
DFSD 加仓+$61.70万
DFUS 加仓+$50.16万
DIMENSIONAL ETF 加仓+$47.33万
DFLV 加仓+$43.33万
2026Q1 卖出最多 按季末市值估算
BNDX 减仓-$142.59万
XLE 清仓-$28.71万
IBIT 清仓-$22.84万
ZM 清仓-$21.36万
DIMENSIONAL ETF 减仓-$20.81万
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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,422 | -100.0% | -$28.71万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,600 | -100.0% | -$22.84万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$21.36万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -194 | -100.0% | -$20.76万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -355 | -100.0% | -$20.28万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -573 | -100.0% | -$20.14万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYG | LLOYDS BANKING GROUP PLC | $6.83万 | 0.02% | 13,581 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $20.05万 | 0.05% | 766 | -52 | -6.4% | -$1.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $20.26万 | 0.05% | 1,403 | -29 | -2.0% | -$4,189 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.90万 | 0.06% | 972 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $20.90万 | 0.06% | 6,488 | 6,488 | — | $20.90万 | 新建仓 |
| PJT | PJT PARTNERS INC | $21.01万 | 0.06% | 1,504 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $21.77万 | 0.06% | 720 | -3 | -0.4% | -$907 | 减仓 |
| IJH | ISHARES TR | $22.45万 | 0.06% | 3,324 | -42 | -1.2% | -$2,836 | 减仓 |
| — | ETF SER SOLUTIONS | $22.88万 | 0.06% | 2,286 | -655 | -22.3% | -$6.56万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.38万 | 0.06% | 3,033 | 18 | 0.6% | $1,388 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.74万 | 0.06% | 785 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $24.15万 | 0.06% | 263 | -12 | -4.4% | -$1.10万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $24.45万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $24.61万 | 0.07% | 247 | -3 | -1.2% | -$2,989 | 减仓 |
| RTX | RTX CORPORATION | $25.50万 | 0.07% | 1,322 | -20 | -1.5% | -$3,858 | 减仓 |
| MRK | MERCK & CO INC | $27.23万 | 0.07% | 2,264 | -47 | -2.0% | -$5,654 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.39万 | 0.07% | 5,457 | -168 | -3.0% | -$8,434 | 减仓 |
| TSLA | TESLA INC | $28.62万 | 0.08% | 770 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $28.66万 | 0.08% | 2,171 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.82万 | 0.08% | 7,616 | -84 | -1.1% | -$3,178 | 减仓 |
| IWB | ISHARES TR | $28.99万 | 0.08% | 813 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $29.30万 | 0.08% | 10,595 | 10,595 | — | $29.30万 | 新建仓 |
| DUSB | DIMENSIONAL ETF TRUST | $31.05万 | 0.08% | 6,123 | 1,341 | 28.0% | $6.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.49万 | 0.09% | 1,329 | -24 | -1.8% | -$5,867 | 减仓 |
| IYY | ISHARES TR | $33.46万 | 0.09% | 2,112 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $33.72万 | 0.09% | 3,631 | 937 | 34.8% | $8.70万 | 加仓 |
| AVGO | BROADCOM INC | $33.80万 | 0.09% | 1,092 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $34.77万 | 0.09% | 2,150 | -35 | -1.6% | -$5,661 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $39.48万 | 0.10% | 2,388 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $40.15万 | 0.11% | 8,372 | -150 | -1.8% | -$7,194 | 减仓 |
| VOO | VANGUARD INDEX FDS | $40.43万 | 0.11% | 677 | -2 | -0.3% | -$1,194 | 减仓 |
| MCD | MCDONALDS CORP | $40.90万 | 0.11% | 1,316 | -6 | -0.5% | -$1,865 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $41.09万 | 0.11% | 3,092 | -69 | -2.2% | -$9,170 | 减仓 |
| META | META PLATFORMS INC | $41.31万 | 0.11% | 722 | -19 | -2.6% | -$1.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $42.74万 | 0.11% | 2,066 | -11 | -0.5% | -$2,276 | 减仓 |
| VV | VANGUARD INDEX FDS | $44.62万 | 0.12% | 1,493 | -87 | -5.5% | -$2.60万 | 减仓 |
| ABBV | ABBVIE INC | $48.78万 | 0.13% | 2,243 | 203 | 10.0% | $4.41万 | 加仓 |
| VGT | VANGUARD WORLD FD | $53.14万 | 0.14% | 762 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $55.51万 | 0.15% | 1,887 | -46 | -2.4% | -$1.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $57.91万 | 0.15% | 1,003 | -4 | -0.4% | -$2,309 | 减仓 |
| — | EXXON MOBIL CORP | $60.22万 | 0.16% | 3,550 | -79 | -2.2% | -$1.34万 | 减仓 |
| PGR | PROGRESSIVE CORP | $62.97万 | 0.17% | 3,176 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $63.22万 | 0.17% | 4,322 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $64.33万 | 0.17% | 8,839 | -315 | -3.4% | -$2.29万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $72.87万 | 0.19% | 6,596 | -82 | -1.2% | -$9,059 | 减仓 |
| CAT | CATERPILLAR INC | $76.08万 | 0.20% | 1,074 | -3 | -0.3% | -$2,125 | 减仓 |
| AVUQ | AMERICAN CENTY ETF TR | $77.79万 | 0.21% | 13,710 | 1,738 | 14.5% | $9.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $82.29万 | 0.22% | 2,565 | 3 | 0.1% | $962 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $92.90万 | 0.25% | 12,592 | 2,923 | 30.2% | $21.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.75万 | 0.26% | 1,488 | -19 | -1.3% | -$1.24万 | 减仓 |
| BANF | BANCFIRST CORP | $104.98万 | 0.28% | 9,675 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $106.71万 | 0.28% | 3,711 | -147 | -3.8% | -$4.23万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $120.39万 | 0.32% | 15,524 | 4,878 | 45.8% | $37.83万 | 加仓 |
| AMZN | AMAZON COM INC | $125.71万 | 0.33% | 6,036 | -24 | -0.4% | -$4,998 | 减仓 |
| IVV | ISHARES TR | $135.15万 | 0.36% | 2,069 | -65 | -3.0% | -$4.25万 | 减仓 |
| WMT | WALMART INC | $165.22万 | 0.44% | 13,294 | -90 | -0.7% | -$1.12万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $220.73万 | 0.58% | 44,190 | 959 | 2.2% | $4.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $221.08万 | 0.58% | 5,972 | -15 | -0.3% | -$5,553 | 减仓 |
| GOOG | ALPHABET INC | $237.91万 | 0.63% | 8,294 | 4 | 0.0% | $1,147 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $259.60万 | 0.69% | 74,088 | -553 | -0.7% | -$1.94万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $270.37万 | 0.71% | 56,410 | 516 | 0.9% | $2.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $278.30万 | 0.74% | 15,958 | 10 | 0.1% | $1,744 | 加仓 |
| SUB | ISHARES TR | $291.90万 | 0.77% | 27,408 | -1,116 | -3.9% | -$11.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $299.84万 | 0.79% | 6,257 | -13 | -0.2% | -$6,230 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $320.50万 | 0.85% | 45,059 | 1,448 | 3.3% | $10.30万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $327.60万 | 0.87% | 40,640 | 464 | 1.2% | $3.74万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $342.18万 | 0.90% | 96,306 | 2,709 | 2.9% | $9.63万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $376.69万 | 1.00% | 109,028 | 636 | 0.6% | $2.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $386.84万 | 1.02% | 43,613 | -774 | -1.7% | -$6.87万 | 减仓 |
| IWF | ISHARES TR | $421.79万 | 1.11% | 9,892 | 351 | 3.7% | $14.97万 | 加仓 |
| OKE | ONEOK INC NEW | $449.94万 | 1.19% | 49,777 | -280 | -0.6% | -$2.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $479.67万 | 1.27% | 202,822 | 316 | 0.2% | $7,473 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $618.76万 | 1.64% | 241,326 | -4,370 | -1.8% | -$11.20万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $637.97万 | 1.69% | 188,414 | -5,566 | -2.9% | -$18.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $948.31万 | 2.51% | 151,851 | -2,030 | -1.3% | -$12.68万 | 减仓 |
| AAPL | APPLE INC | $978.88万 | 2.59% | 38,571 | -303 | -0.8% | -$7.69万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,024.46万 | 2.71% | 286,884 | 12,134 | 4.4% | $43.33万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,040.93万 | 2.75% | 216,634 | -29,675 | -12.0% | -$142.59万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,407.12万 | 3.72% | 333,282 | 8,300 | 2.6% | $35.04万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,486.63万 | 3.93% | 329,484 | 1,638 | 0.5% | $7.39万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,659.77万 | 4.39% | 234,068 | 7,074 | 3.1% | $50.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,840.83万 | 4.86% | 500,768 | 12,875 | 2.6% | $47.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,135.50万 | 5.64% | 549,536 | -5,356 | -1.0% | -$20.81万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,191.36万 | 5.79% | 645,085 | -1,317 | -0.2% | -$4.47万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,197.28万 | 5.81% | 563,983 | -4,984 | -0.9% | -$19.42万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,237.50万 | 5.91% | 467,314 | 12,886 | 2.8% | $61.70万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,268.10万 | 5.99% | 468,036 | -3,333 | -0.7% | -$16.15万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,170.23万 | 8.38% | 72,580 | 330 | 0.5% | $14.41万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,039.83万 | 10.68% | 363,360 | 12,901 | 3.7% | $143.43万 | 加仓 |