LEGACY FINANCIAL GROUP, INC.
TULSA OK · SEC CIK 0001965579
$4.29亿2026Q2 申报市值
104持仓数
61.7%前十大占比 · 第一大 11.7%
16 / 2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
AVUS 加仓+$341.96万
DFSD 加仓+$341.95万
DFUS 加仓+$125.20万
QQQ 加仓+$84.78万
DFAX 加仓+$80.73万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$168.85万
VUG 减仓-$99.49万
DFAU 减仓-$97.63万
DFAE 减仓-$95.78万
DFUV 减仓-$88.19万
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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,171 | -100.0% | -$28.66万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -13,581 | -100.0% | -$6.83万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.15万 | 0.05% | 2,188 | 2,188 | — | $20.15万 | 新建仓 |
| DE | DEERE & CO | $20.30万 | 0.05% | 320 | 320 | — | $20.30万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $20.84万 | 0.05% | 908 | 908 | — | $20.84万 | 新建仓 |
| MO | ALTRIA GROUP INC | $21.24万 | 0.05% | 2,952 | 2,952 | — | $21.24万 | 新建仓 |
| IWP | ISHARES TR | $21.49万 | 0.05% | 1,468 | 0 | 0.0% | — | 重新持有 |
| PG | PROCTER & GAMBLE CO | $21.75万 | 0.05% | 1,483 | 80 | 5.7% | $1.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.86万 | 0.05% | 526 | 526 | — | $21.86万 | 新建仓 |
| ASML | ASML HLDG NV | $21.88万 | 0.05% | 110 | 110 | — | $21.88万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $22.48万 | 0.05% | 742 | -24 | -3.1% | -$7,271 | 减仓 |
| PJT | PJT PARTNERS INC | $22.51万 | 0.05% | 1,491 | -13 | -0.9% | -$1,962 | 减仓 |
| — | ETF SER SOLUTIONS | $22.88万 | 0.05% | 2,286 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.00万 | 0.05% | 972 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.29万 | 0.05% | 249 | 2 | 0.8% | $1,871 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.34万 | 0.05% | 5,513 | 56 | 1.0% | $2,371 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.86万 | 0.06% | 482 | 482 | — | $23.86万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $24.15万 | 0.06% | 7,076 | 588 | 9.1% | $2.01万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.51万 | 0.06% | 2,792 | -839 | -23.1% | -$7.36万 | 减仓 |
| URI | UNITED RENTALS INC | $24.92万 | 0.06% | 220 | 220 | — | $24.92万 | 新建仓 |
| CSPF | COHEN & STEERS ETF TRUST | $24.98万 | 0.06% | 9,579 | 9,579 | — | $24.98万 | 新建仓 |
| RTX | RTX CORPORATION | $25.18万 | 0.06% | 1,327 | 5 | 0.4% | $949 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $25.41万 | 0.06% | 10,595 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.44万 | 0.06% | 741 | 21 | 2.9% | $7,208 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.74万 | 0.06% | 539 | 539 | — | $25.74万 | 新建仓 |
| IJH | ISHARES TR | $25.79万 | 0.06% | 3,344 | 20 | 0.6% | $1,542 | 加仓 |
| VXUS | VANGUARD STAR FDS | $25.93万 | 0.06% | 3,033 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $26.31万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $26.79万 | 0.06% | 792 | 7 | 0.9% | $2,368 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $27.64万 | 0.06% | 10,985 | 10,985 | — | $27.64万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.00万 | 0.07% | 7,616 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $29.34万 | 0.07% | 2,283 | 19 | 0.8% | $2,442 | 加仓 |
| LLY | ELI LILLY & CO | $31.74万 | 0.07% | 265 | 2 | 0.8% | $2,395 | 加仓 |
| TSLA | TESLA INC | $32.39万 | 0.08% | 770 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $32.76万 | 0.08% | 800 | -13 | -1.6% | -$5,324 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.56万 | 0.08% | 17,550 | 17,550 | — | $33.56万 | 新建仓 |
| CSCO | CISCO SYS INC | $33.79万 | 0.08% | 2,877 | 2,877 | — | $33.79万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $33.96万 | 0.08% | 1,337 | 8 | 0.6% | $2,032 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.32万 | 0.08% | 2,071 | 5 | 0.2% | $829 | 加仓 |
| MCD | MCDONALDS CORP | $35.58万 | 0.08% | 1,316 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $37.41万 | 0.09% | 644 | 644 | — | $37.41万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $37.84万 | 0.09% | 2,043 | -107 | -5.0% | -$1.98万 | 减仓 |
| IYY | ISHARES TR | $38.50万 | 0.09% | 2,112 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $39.03万 | 0.09% | 7,687 | 1,564 | 25.5% | $7.94万 | 加仓 |
| OGE | OGE ENERGY CORP | $40.38万 | 0.09% | 8,298 | -74 | -0.9% | -$3,601 | 减仓 |
| META | META PLATFORMS INC | $40.67万 | 0.09% | 722 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $41.21万 | 0.10% | 357 | 357 | — | $41.21万 | 新建仓 |
| AVGO | BROADCOM INC | $41.74万 | 0.10% | 1,105 | 13 | 1.2% | $4,911 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.66万 | 0.10% | 2,358 | -30 | -1.3% | -$5,427 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.81万 | 0.10% | 3,669 | -653 | -15.1% | -$7.62万 | 减仓 |
| — | EXXON MOBIL CORP | $45.36万 | 0.11% | 3,318 | -232 | -6.5% | -$3.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.78万 | 0.11% | 696 | 19 | 2.8% | $1.30万 | 加仓 |
| VV | VANGUARD INDEX FDS | $51.35万 | 0.12% | 1,493 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $53.12万 | 0.12% | 810 | 810 | — | $53.12万 | 新建仓 |
| ABBV | ABBVIE INC | $55.92万 | 0.13% | 2,222 | -21 | -0.9% | -$5,285 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $56.37万 | 0.13% | 2,959 | -133 | -4.3% | -$2.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $61.08万 | 0.14% | 1,866 | -21 | -1.1% | -$6,874 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $62.54万 | 0.15% | 5,013 | -1,583 | -24.0% | -$19.75万 | 减仓 |
| PGR | PROGRESSIVE CORP | $69.39万 | 0.16% | 3,176 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $70.77万 | 0.17% | 5,921 | -175 | -2.9% | -$2.09万 | 减仓 |
| WMB | WILLIAMS COS INC | $90.76万 | 0.21% | 12,209 | 3,370 | 38.1% | $25.05万 | 加仓 |
| AVUQ | AMERICAN CENTY ETF TR | $91.73万 | 0.21% | 13,899 | 189 | 1.4% | $1.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $94.99万 | 0.22% | 2,567 | 2 | 0.1% | $740 | 加仓 |
| BANF | BANCFIRST CORP | $107.52万 | 0.25% | 9,675 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $109.46万 | 0.26% | 1,466 | -22 | -1.5% | -$1.64万 | 减仓 |
| CAT | CATERPILLAR INC | $113.93万 | 0.27% | 1,070 | -4 | -0.4% | -$4,259 | 减仓 |
| GOOGL | ALPHABET INC | $134.12万 | 0.31% | 3,753 | 42 | 1.1% | $1.50万 | 加仓 |
| AMZN | AMAZON COM INC | $144.58万 | 0.34% | 6,066 | 30 | 0.5% | $7,150 | 加仓 |
| WMT | WALMART INC | $148.79万 | 0.35% | 13,137 | -157 | -1.2% | -$1.78万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $152.49万 | 0.36% | 18,419 | 5,827 | 46.3% | $48.24万 | 加仓 |
| IVV | ISHARES TR | $154.94万 | 0.36% | 2,069 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $158.65万 | 0.37% | 2,154 | 1,151 | 114.8% | $84.78万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $189.44万 | 0.44% | 21,058 | 5,534 | 35.6% | $49.78万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $211.42万 | 0.49% | 43,740 | -12,670 | -22.5% | -$61.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $219.32万 | 0.51% | 5,880 | -92 | -1.5% | -$3.43万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $238.93万 | 0.56% | 47,568 | 3,378 | 7.6% | $16.97万 | 加仓 |
| SUB | ISHARES TR | $255.73万 | 0.60% | 24,019 | -3,389 | -12.4% | -$36.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $287.67万 | 0.67% | 74,160 | 72 | 0.1% | $2,793 | 加仓 |
| GOOG | ALPHABET INC | $293.03万 | 0.68% | 8,293 | -1 | -0.0% | -$353 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $312.79万 | 0.73% | 6,251 | -6 | -0.1% | -$3,002 | 减仓 |
| NVDA | NVIDIA CORPORATION | $318.76万 | 0.74% | 15,931 | -27 | -0.2% | -$5,402 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $368.03万 | 0.86% | 44,696 | -363 | -0.8% | -$2.99万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $377.36万 | 0.88% | 41,373 | 733 | 1.8% | $6.69万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $395.46万 | 0.92% | 106,136 | 9,830 | 10.2% | $36.63万 | 加仓 |
| OKE | ONEOK INC NEW | $401.74万 | 0.94% | 46,209 | -3,568 | -7.2% | -$31.02万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $416.99万 | 0.97% | 43,243 | -370 | -0.8% | -$3.57万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $468.50万 | 1.09% | 115,280 | 6,252 | 5.7% | $25.41万 | 加仓 |
| IWF | ISHARES TR | $481.98万 | 1.12% | 38,816 | -752 | -1.9% | -$9.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $527.45万 | 1.23% | 201,626 | -1,196 | -0.6% | -$3.13万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $661.83万 | 1.54% | 164,593 | -23,821 | -12.6% | -$95.78万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $698.32万 | 1.63% | 237,283 | -4,043 | -1.7% | -$11.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,029.61万 | 2.40% | 147,297 | -4,554 | -3.0% | -$31.83万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,056.76万 | 2.47% | 218,204 | 1,570 | 0.7% | $7.60万 | 加仓 |
| AAPL | APPLE INC | $1,078.75万 | 2.52% | 37,281 | -1,290 | -3.3% | -$37.33万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,203.45万 | 2.81% | 304,363 | 17,479 | 6.1% | $69.11万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,445.85万 | 3.37% | 342,537 | 9,255 | 2.8% | $39.07万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,605.48万 | 3.75% | 310,597 | -18,887 | -5.7% | -$97.63万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,043.16万 | 4.77% | 249,348 | 15,280 | 6.5% | $125.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,125.41万 | 4.96% | 509,323 | 8,555 | 1.7% | $35.70万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,239.65万 | 5.23% | 542,946 | -21,037 | -3.7% | -$86.78万 | 减仓 |