LEGACY SOLUTIONS, LLC
KENNETT SQUARE PA · SEC CIK 0002053314
$1.08亿2026Q1 申报市值
77持仓数
60.2%前十大占比 · 第一大 15.9%
2 / 4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
GLDM 新建仓+$90.86万
CGGR 加仓+$41.11万
EOG 新建仓+$22.56万
ITOT 加仓+$21.66万
AAPL 加仓+$18.38万
2026Q1 卖出最多 按季末市值估算
MOAT 减仓-$107.98万
FSK 清仓-$72.65万
SPDW 减仓-$65.38万
IUSG 减仓-$46.94万
IUSV 减仓-$42.52万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,720.92万 | 15.95% | 224,839 | 1,191 | 0.5% | $9.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $892.19万 | 8.27% | 195,441 | -14,322 | -6.8% | -$65.38万 | 减仓 |
| IUSV | ISHARES TR | $722.63万 | 6.70% | 70,673 | -4,158 | -5.6% | -$42.52万 | 减仓 |
| IUSG | ISHARES TR | $690.21万 | 6.40% | 44,498 | -3,026 | -6.4% | -$46.94万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $652.67万 | 6.05% | 162,397 | 10,230 | 6.7% | $41.11万 | 加仓 |
| MOAT | VANECK ETF TRUST | $454.07万 | 4.21% | 46,956 | -11,166 | -19.2% | -$107.98万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $420.37万 | 3.90% | 36,771 | -2,688 | -6.8% | -$30.73万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $360.27万 | 3.34% | 74,559 | -5,012 | -6.3% | -$24.22万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $309.75万 | 2.87% | 66,030 | -5,764 | -8.0% | -$27.04万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $273.94万 | 2.54% | 81,193 | 5,180 | 6.8% | $17.48万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $251.48万 | 2.33% | 55,126 | 3,330 | 6.4% | $15.19万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $243.44万 | 2.26% | 95,021 | 5,212 | 5.8% | $13.35万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $215.54万 | 2.00% | 43,295 | 3,470 | 8.7% | $17.28万 | 加仓 |
| MINT | PIMCO ETF TR | $196.29万 | 1.82% | 19,518 | 1,333 | 7.3% | $13.41万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $180.68万 | 1.67% | 36,049 | 3,463 | 10.6% | $17.36万 | 加仓 |
| GLD | SPDR GOLD TR | $161.36万 | 1.50% | 3,750 | 22 | 0.6% | $9,466 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $160.57万 | 1.49% | 31,696 | 2,131 | 7.2% | $10.80万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $127.48万 | 1.18% | 16,259 | 1,340 | 9.0% | $10.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $126.41万 | 1.17% | 7,248 | 840 | 13.1% | $14.65万 | 加仓 |
| AAPL | APPLE INC | $124.70万 | 1.16% | 4,913 | 724 | 17.3% | $18.38万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $116.20万 | 1.08% | 23,088 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $105.76万 | 0.98% | 7,425 | 1,521 | 25.8% | $21.66万 | 加仓 |
| AVGO | BROADCOM INC | $93.40万 | 0.87% | 3,018 | -194 | -6.0% | -$6.00万 | 减仓 |
| GLDM | WORLD GOLD TR | $90.86万 | 0.84% | 9,803 | 9,803 | — | $90.86万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $83.52万 | 0.77% | 2,991 | -12 | -0.4% | -$3,351 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $83.23万 | 0.77% | 16,073 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $77.49万 | 0.72% | 3,261 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $73.12万 | 0.68% | 1,267 | -25 | -1.9% | -$1.44万 | 减仓 |
| SHM | SPDR SERIES TRUST | $72.00万 | 0.67% | 15,054 | 1,137 | 8.2% | $5.44万 | 加仓 |
| IVV | ISHARES TR | $70.53万 | 0.65% | 1,080 | -100 | -8.5% | -$6.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.95万 | 0.62% | 1,809 | -343 | -15.9% | -$12.69万 | 减仓 |
| GOOGL | ALPHABET INC | $63.44万 | 0.59% | 2,206 | -342 | -13.4% | -$9.84万 | 减仓 |
| EXC | EXELON CORP | $60.17万 | 0.56% | 12,274 | -47 | -0.4% | -$2,304 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $55.64万 | 0.52% | 856 | 1 | 0.1% | $650 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $53.36万 | 0.49% | 9,443 | -290 | -3.0% | -$1.64万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $48.75万 | 0.45% | 11,089 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $48.36万 | 0.45% | 2,507 | -135 | -5.1% | -$2.60万 | 减仓 |
| MTUM | ISHARES TR | $46.13万 | 0.43% | 1,922 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $45.01万 | 0.42% | 3,622 | -25 | -0.7% | -$3,107 | 减仓 |
| MS | MORGAN STANLEY | $44.53万 | 0.41% | 2,706 | -257 | -8.7% | -$4.23万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $43.88万 | 0.41% | 12,993 | 811 | 6.7% | $2.74万 | 加仓 |
| C | CITIGROUP INC | $41.65万 | 0.39% | 3,673 | -396 | -9.7% | -$4.49万 | 减仓 |
| AMZN | AMAZON COM INC | $41.51万 | 0.38% | 1,993 | -233 | -10.5% | -$4.85万 | 减仓 |
| COP | CONOCOPHILLIPS | $41.27万 | 0.38% | 3,127 | -40 | -1.3% | -$5,280 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.09万 | 0.38% | 486 | -38 | -7.3% | -$3.21万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $40.50万 | 0.38% | 8,145 | 0 | 0.0% | — | 不变 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $39.83万 | 0.37% | 7,544 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $39.59万 | 0.37% | 2,334 | 124 | 5.6% | $2.10万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $39.55万 | 0.37% | 3,020 | -4 | -0.1% | -$524 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $38.95万 | 0.36% | 12,724 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $37.00万 | 0.34% | 7,631 | 508 | 7.1% | $2.46万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $35.69万 | 0.33% | 822 | -86 | -9.5% | -$3.73万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.56万 | 0.33% | 7,458 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $33.94万 | 0.31% | 1,123 | -97 | -8.0% | -$2.93万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $29.92万 | 0.28% | 7,177 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.52万 | 0.27% | 855 | -56 | -6.1% | -$1.93万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.92万 | 0.27% | 2,206 | 7 | 0.3% | $918 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $27.44万 | 0.25% | 8,782 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $26.96万 | 0.25% | 632 | -20 | -3.1% | -$8,533 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $26.82万 | 0.25% | 1,857 | -59 | -3.1% | -$8,522 | 减仓 |
| TSLA | TESLA INC | $25.32万 | 0.23% | 681 | -5 | -0.7% | -$1,859 | 减仓 |
| META | META PLATFORMS INC | $25.30万 | 0.23% | 442 | -86 | -16.3% | -$4.92万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $24.58万 | 0.23% | 6,450 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $23.78万 | 0.22% | 7,798 | -155 | -1.9% | -$4,728 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.62万 | 0.22% | 493 | 90 | 22.3% | $4.31万 | 重新持有 |
| APD | AIR PRODS & CHEMS INC | $23.52万 | 0.22% | 810 | -61 | -7.0% | -$1.77万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $23.44万 | 0.22% | 8,955 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $23.10万 | 0.21% | 4,222 | -141 | -3.2% | -$7,716 | 减仓 |
| ARKK | ARK ETF TR | $23.08万 | 0.21% | 3,415 | 159 | 4.9% | $1.07万 | 加仓 |
| EOG | EOG RES INC | $22.56万 | 0.21% | 1,561 | 1,561 | — | $22.56万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $22.54万 | 0.21% | 4,221 | -2,138 | -33.6% | -$11.42万 | 减仓 |
| SPGI | S&P GLOBAL INC | $21.89万 | 0.20% | 515 | -5 | -1.0% | -$2,125 | 减仓 |
| USMV | ISHARES TR | $21.79万 | 0.20% | 2,350 | 1 | 0.0% | $93 | 加仓 |
| IJH | ISHARES TR | $21.49万 | 0.20% | 3,183 | -692 | -17.9% | -$4.67万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $20.99万 | 0.19% | 4,170 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $20.99万 | 0.19% | 3,971 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $20.59万 | 0.19% | 700 | -127 | -15.4% | -$3.74万 | 减仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -49,056 | -100.0% | -$72.65万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,895 | -100.0% | -$23.74万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,172 | -100.0% | -$22.74万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,147 | -100.0% | -$20.62万 | 清仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |