Charis Legacy Partners, LLC
BRYAN TX · SEC CIK 0002056602
$6,837.59万2026Q1 申报市值
27持仓数
83.7%前十大占比 · 第一大 21.2%
1 / 0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
VTI 加仓+$43.66万
VXUS 加仓+$40.44万
VOO 加仓+$35.61万
PSX 新建仓+$20.40万
DVY 加仓+$7.27万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$30.78万
RSP 减仓-$22.90万
VEA 减仓-$11.17万
VTV 减仓-$10.07万
VXF 减仓-$6.32万
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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $20.40万 | 0.30% | 1,120 | 1,120 | — | $20.40万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.23万 | 0.31% | 443 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.53万 | 0.34% | 411 | 60 | 17.1% | $3.44万 | 加仓 |
| IDEV | ISHARES TR | $31.00万 | 0.45% | 3,710 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $31.11万 | 0.46% | 7,100 | 0 | 0.0% | — | 不变 |
| TBG | EA SERIES TRUST | $34.35万 | 0.50% | 9,853 | 2,049 | 26.3% | $7.14万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $35.23万 | 0.52% | 6,018 | -338 | -5.3% | -$1.98万 | 减仓 |
| DVY | ISHARES TR | $35.60万 | 0.52% | 2,351 | 480 | 25.7% | $7.27万 | 加仓 |
| IJH | ISHARES TR | $36.87万 | 0.54% | 5,460 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $44.41万 | 0.65% | 8,216 | -135 | -1.6% | -$7,297 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.06万 | 0.95% | 4,393 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $79.36万 | 1.16% | 1,215 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $94.94万 | 1.39% | 3,741 | -113 | -2.9% | -$2.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $97.67万 | 1.43% | 2,236 | 6 | 0.3% | $2,621 | 加仓 |
| CAT | CATERPILLAR INC | $118.31万 | 1.73% | 1,670 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $151.85万 | 2.22% | 7,739 | -513 | -6.2% | -$10.07万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $196.13万 | 2.87% | 40,818 | 155 | 0.4% | $7,448 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $205.96万 | 3.01% | 10,731 | -1,193 | -10.0% | -$22.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $206.40万 | 3.02% | 32,210 | -1,743 | -5.1% | -$11.17万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $228.04万 | 3.34% | 30,365 | -200 | -0.7% | -$1.50万 | 减仓 |
| KLAC | KLA CORP | $270.63万 | 3.96% | 1,838 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $400.75万 | 5.86% | 54,420 | -4,180 | -7.1% | -$30.78万 | 减仓 |
| USFR | WISDOMTREE TR | $435.30万 | 6.37% | 86,472 | 546 | 0.6% | $2.75万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $548.61万 | 8.02% | 26,657 | -307 | -1.1% | -$6.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $565.19万 | 8.27% | 17,618 | 1,361 | 8.4% | $43.66万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,408.19万 | 20.59% | 182,621 | 5,244 | 3.0% | $40.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,451.46万 | 21.23% | 24,290 | 596 | 2.5% | $35.61万 | 加仓 |