Charis Legacy Partners, LLC
BRYAN TX · SEC CIK 0002056602
$8,132.82万2026Q2 申报市值
28持仓数
83.7%前十大占比 · 第一大 21.0%
2 / 1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
BND 加仓+$124.31万
BNDX 加仓+$55.70万
VOO 加仓+$42.99万
VXUS 加仓+$36.92万
INMU 新建仓+$25.23万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$84.25万
PSX 清仓-$20.40万
VTV 减仓-$9.13万
VUG 减仓-$3.97万
VGSH 减仓-$3.29万
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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,120 | -100.0% | -$20.40万 | 清仓 |
| IVW | ISHARES TR | $21.67万 | 0.27% | 1,576 | 1,576 | — | $21.67万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.17万 | 0.27% | 443 | 0 | 0.0% | — | 不变 |
| INMU | BLACKROCK ETF TRUST II | $25.23万 | 0.31% | 10,406 | 10,406 | — | $25.23万 | 新建仓 |
| META | META PLATFORMS INC | $25.93万 | 0.32% | 460 | 49 | 11.9% | $2.76万 | 加仓 |
| IMTB | ISHARES TR | $30.96万 | 0.38% | 7,100 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.73万 | 0.39% | 5,452 | -566 | -9.4% | -$3.29万 | 减仓 |
| IDEV | ISHARES TR | $33.02万 | 0.41% | 3,710 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $42.10万 | 0.52% | 5,460 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.88万 | 0.60% | 8,188 | -28 | -0.3% | -$1,671 | 减仓 |
| TBG | EA SERIES TRUST | $49.29万 | 0.61% | 13,518 | 3,665 | 37.2% | $13.36万 | 加仓 |
| DVY | ISHARES TR | $50.26万 | 0.62% | 3,216 | 865 | 36.8% | $13.52万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $69.42万 | 0.85% | 4,393 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $90.99万 | 1.12% | 1,215 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $105.06万 | 1.29% | 3,631 | -110 | -2.9% | -$3.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $111.59万 | 1.37% | 12,955 | -461 | -3.4% | -$3.97万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $159.53万 | 1.96% | 7,320 | -419 | -5.4% | -$9.13万 | 减仓 |
| CAT | CATERPILLAR INC | $177.84万 | 2.19% | 1,670 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $228.72万 | 2.81% | 32,101 | -109 | -0.3% | -$7,766 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $229.37万 | 2.82% | 10,780 | 49 | 0.5% | $1.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $252.95万 | 3.11% | 30,203 | -162 | -0.5% | -$1.36万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $253.38万 | 3.12% | 52,319 | 11,501 | 28.2% | $55.70万 | 加仓 |
| USFR | WISDOMTREE TR | $351.14万 | 4.32% | 69,740 | -16,732 | -19.3% | -$84.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $523.80万 | 6.44% | 71,353 | 16,933 | 31.1% | $124.31万 | 加仓 |
| KLAC | KLA CORP | $554.54万 | 6.82% | 18,380 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $660.40万 | 8.12% | 17,847 | 229 | 1.3% | $8.47万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $673.39万 | 8.28% | 27,350 | 693 | 2.6% | $17.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,598.15万 | 19.65% | 186,940 | 4,319 | 2.4% | $36.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,711.28万 | 21.04% | 24,916 | 626 | 2.6% | $42.99万 | 加仓 |