LEGACY SOLUTIONS, LLC
KENNETT SQUARE PA · SEC CIK 0002053314
$1.24亿2026Q2 申报市值
88持仓数
58.9%前十大占比 · 第一大 16.5%
8 / 0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
VTI 新建仓+$169.20万
QLTY 新建仓+$114.01万
SPYM 加仓+$61.70万
CGGR 加仓+$38.01万
BUFR 加仓+$35.85万
2026Q2 卖出最多 按季末市值估算
MOAT 减仓-$342.19万
DHI 重新持有-$19.08万
FSEP 减仓-$13.30万
FJUN 减仓-$9.58万
RTX 减仓-$3.78万
2026Q2 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 | $2,037.59万 | 16.49% | 231,860 | 7,021 | 3.1% | $61.70万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $992.79万 | 8.03% | 197,021 | 1,580 | 0.8% | $7.96万 | 加仓 |
| IUSG | ISHARES TR | $836.13万 | 6.77% | 44,454 | -44 | -0.1% | -$8,276 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $804.53万 | 6.51% | 170,451 | 8,054 | 5.0% | $38.01万 | 加仓 |
| IUSV | ISHARES TR | $783.38万 | 6.34% | 71,120 | 447 | 0.6% | $4.92万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $481.68万 | 3.90% | 36,939 | 168 | 0.5% | $2.19万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $431.00万 | 3.49% | 74,735 | 176 | 0.2% | $1.01万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $339.58万 | 2.75% | 65,582 | -448 | -0.7% | -$2.32万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $304.96万 | 2.47% | 90,400 | 9,207 | 11.3% | $31.06万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $270.96万 | 2.19% | 59,565 | 4,439 | 8.1% | $20.19万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $261.95万 | 2.12% | 102,646 | 7,625 | 8.0% | $19.46万 | 加仓 |
| MINT | PIMCO ETF TR | $212.97万 | 1.72% | 21,126 | 1,608 | 8.2% | $16.21万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $212.37万 | 1.72% | 42,661 | -634 | -1.5% | -$3.16万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $198.90万 | 1.61% | 39,661 | 3,612 | 10.0% | $18.11万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $169.20万 | 1.37% | 4,572 | 4,572 | — | $169.20万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $166.32万 | 1.35% | 32,379 | 683 | 2.2% | $3.51万 | 加仓 |
| ITOT | ISHARES TR | $155.44万 | 1.26% | 9,463 | 2,038 | 27.4% | $33.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $151.93万 | 1.23% | 7,593 | 345 | 4.8% | $6.90万 | 加仓 |
| MOAT | VANECK ETF TRUST | $145.96万 | 1.18% | 14,040 | -32,916 | -70.1% | -$342.19万 | 减仓 |
| AAPL | APPLE INC | $141.22万 | 1.14% | 4,880 | -33 | -0.7% | -$9,549 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $140.65万 | 1.14% | 18,053 | 1,794 | 11.0% | $13.98万 | 加仓 |
| GLD | SPDR GOLD TR | $138.14万 | 1.12% | 3,750 | 0 | 0.0% | — | 不变 |
| QLTY | GMO ETF TRUST | $114.01万 | 0.92% | 27,394 | 27,394 | — | $114.01万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $113.87万 | 0.92% | 20,674 | -2,414 | -10.5% | -$13.30万 | 减仓 |
| AVGO | BROADCOM INC | $113.78万 | 0.92% | 3,012 | -6 | -0.2% | -$2,267 | 减仓 |
| IVV | ISHARES TR | $107.16万 | 0.87% | 1,431 | 351 | 32.5% | $26.28万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $98.80万 | 0.80% | 3,261 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $92.12万 | 0.75% | 1,251 | -16 | -1.3% | -$1.18万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $90.82万 | 0.73% | 16,073 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $84.89万 | 0.69% | 2,376 | 170 | 7.7% | $6.07万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $83.31万 | 0.67% | 22,807 | 9,814 | 75.5% | $35.85万 | 加仓 |
| GLDM | WORLD GOLD TR | $77.86万 | 0.63% | 9,803 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $74.26万 | 0.60% | 2,990 | -1 | -0.0% | -$248 | 减仓 |
| SHM | SPDR SERIES TRUST | $73.55万 | 0.60% | 15,334 | 280 | 1.9% | $1.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $72.96万 | 0.59% | 1,956 | 147 | 8.1% | $5.48万 | 加仓 |
| MTUM | ISHARES TR | $65.89万 | 0.53% | 1,922 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $63.92万 | 0.52% | 856 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $57.35万 | 0.46% | 2,743 | 37 | 1.4% | $7,736 | 加仓 |
| EXC | EXELON CORP | $57.24万 | 0.46% | 12,278 | 4 | 0.0% | $186 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $52.61万 | 0.43% | 11,089 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $50.74万 | 0.41% | 3,625 | -48 | -1.3% | -$6,718 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.03万 | 0.40% | 495 | 9 | 1.9% | $9,096 | 加仓 |
| AMZN | AMAZON COM INC | $47.10万 | 0.38% | 1,976 | -17 | -0.9% | -$4,052 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $47.03万 | 0.38% | 7,845 | -1,598 | -16.9% | -$9.58万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $44.36万 | 0.36% | 8,145 | 0 | 0.0% | — | 不变 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $44.33万 | 0.36% | 12,724 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.23万 | 0.36% | 3,027 | 7 | 0.2% | $1,023 | 加仓 |
| RTX | RTX CORPORATION | $43.80万 | 0.35% | 2,308 | -199 | -7.9% | -$3.78万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $42.40万 | 0.34% | 7,544 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.65万 | 0.33% | 3,589 | -33 | -0.9% | -$3,737 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $39.88万 | 0.32% | 7,631 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $39.25万 | 0.32% | 1,144 | 21 | 1.9% | $7,205 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $39.00万 | 0.32% | 7,458 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $34.15万 | 0.28% | 822 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $33.80万 | 0.27% | 7,232 | 7,232 | — | $33.80万 | 新建仓 |
| COP | CONOCOPHILLIPS | $32.35万 | 0.26% | 3,112 | -15 | -0.5% | -$1,559 | 减仓 |
| — | EXXON MOBIL CORP | $32.10万 | 0.26% | 2,348 | 14 | 0.6% | $1,914 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $31.75万 | 0.26% | 7,177 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $30.36万 | 0.25% | 2,219 | 13 | 0.6% | $1,779 | 加仓 |
| IWF | ISHARES TR | $29.78万 | 0.24% | 2,399 | -129 | -5.1% | -$1.60万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $29.67万 | 0.24% | 8,782 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $29.40万 | 0.24% | 699 | 18 | 2.6% | $7,571 | 加仓 |
| IJH | ISHARES TR | $29.24万 | 0.24% | 3,792 | 609 | 19.1% | $4.70万 | 加仓 |
| ARKK | ARK ETF TR | $28.71万 | 0.23% | 3,552 | 137 | 4.0% | $1.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.28万 | 0.23% | 1,928 | 71 | 3.8% | $1.04万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.88万 | 0.23% | 8,008 | 210 | 2.7% | $7,310 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.03万 | 0.22% | 566 | 566 | — | $27.03万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.72万 | 0.22% | 534 | 41 | 8.3% | $2.05万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $26.42万 | 0.21% | 6,450 | 0 | 0.0% | — | 不变 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $25.57万 | 0.21% | 2,292 | 2,292 | — | $25.57万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.14万 | 0.20% | 865 | 10 | 1.2% | $2,906 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $24.69万 | 0.20% | 4,221 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.66万 | 0.20% | 8,955 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.48万 | 0.20% | 835 | 25 | 3.1% | $7,329 | 加仓 |
| META | META PLATFORMS INC | $24.40万 | 0.20% | 433 | -9 | -2.0% | -$5,072 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $24.11万 | 0.20% | 737 | 37 | 5.3% | $1.21万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $24.05万 | 0.19% | 4,039 | -183 | -4.3% | -$1.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $22.97万 | 0.19% | 199 | 199 | — | $22.97万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.88万 | 0.19% | 813 | -14 | -1.7% | -$3,939 | 重新持有 |
| USMV | ISHARES TR | $22.67万 | 0.18% | 2,350 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $22.52万 | 0.18% | 553 | 38 | 7.4% | $1.55万 | 加仓 |
| IEFA | ISHARES TR | $22.34万 | 0.18% | 2,313 | 2,313 | — | $22.34万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.12万 | 0.17% | 3,971 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.02万 | 0.17% | 2,440 | 2,440 | — | $21.02万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $21.01万 | 0.17% | 4,170 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $20.74万 | 0.17% | 1,273 | -1,171 | -47.9% | -$19.08万 | 重新持有 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $20.57万 | 0.17% | 5,777 | -460 | -7.4% | -$1.64万 | 重新持有 |
| EOG | EOG RES INC | $20.38万 | 0.16% | 1,571 | 10 | 0.6% | $1,297 | 加仓 |