Family Legacy Financial Solutions, LLC
CARY NC · SEC CIK 0002076068
$2.56亿2026Q1 申报市值
44持仓数
84.0%前十大占比 · 第一大 51.9%
1 / 7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
VRT 加仓+$1.32亿
QQQM 新建仓+$286.66万
PANW 加仓+$222.17万
SCHM 加仓+$151.97万
STIP 加仓+$131.25万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$578.46万
TIP 清仓-$78.40万
SPY 减仓-$62.48万
LIN 减仓-$57.09万
INNOVATOR EQUITY 减仓-$56.58万
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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO COM CL A | $1.33亿 | 51.92% | 529,519 | 528,517 | 52,746.2% | $1.32亿 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,874.43万 | 7.33% | 725,397 | 9,282 | 1.3% | $23.98万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $1,215.70万 | 4.76% | 59,760 | -87 | -0.1% | -$1.77万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1,060.60万 | 4.15% | 210,687 | -114,911 | -35.3% | -$578.46万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $992.89万 | 3.89% | 317,723 | 48,630 | 18.1% | $151.97万 | 加仓 |
| LLY | ELI LILLY & CO COM | $827.04万 | 3.24% | 8,664 | 56 | 0.7% | $5.35万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $687.06万 | 2.69% | 66,627 | 12,728 | 23.6% | $131.25万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $637.31万 | 2.49% | 217,140 | 8,709 | 4.2% | $25.56万 | 加仓 |
| RVTY | REVVITY INC | $474.92万 | 1.86% | 54,208 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION COM | $436.25万 | 1.71% | 23,009 | -1,995 | -8.0% | -$37.83万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $403.62万 | 1.58% | 25,120 | 13,827 | 122.4% | $222.17万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $369.18万 | 1.44% | 146,851 | 35,034 | 31.3% | $88.08万 | 加仓 |
| SYK | STRYKER CORP | $359.67万 | 1.41% | 10,946 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $286.66万 | 1.12% | 11,916 | 11,916 | — | $286.66万 | 新建仓 |
| NVDA | NVIDIA CORPORATION COM | $275.93万 | 1.08% | 15,699 | 1,412 | 9.9% | $24.82万 | 加仓 |
| ADI | ANALOG DEVICES INC | $207.52万 | 0.81% | 9,184 | 5,762 | 168.4% | $130.20万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $179.91万 | 0.70% | 7,788 | 462 | 6.3% | $10.67万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $152.46万 | 0.60% | 4,127 | 1,377 | 50.1% | $50.87万 | 加仓 |
| DOV | DOVER CORP COM | $149.98万 | 0.59% | 7,234 | 1,565 | 27.6% | $32.45万 | 加仓 |
| META | META PLATFORMS INC CL A | $148.97万 | 0.58% | 2,571 | 1,197 | 87.1% | $69.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $136.99万 | 0.54% | 12,837 | -4,132 | -24.4% | -$44.09万 | 减仓 |
| DOCS | DOXIMITY INC CL A | $131.91万 | 0.52% | 57,526 | 23,657 | 69.8% | $54.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $131.69万 | 0.52% | 1,321 | -121 | -8.4% | -$12.06万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $105.95万 | 0.41% | 18,619 | -344 | -1.8% | -$1.96万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | $96.18万 | 0.38% | 36,850 | -21,679 | -37.0% | -$56.58万 | 减仓 |
| D | DOMINION ENERGY INC COM | $92.36万 | 0.36% | 14,884 | 6,005 | 67.6% | $37.26万 | 加仓 |
| TSLA | TESLA INC COM | $92.19万 | 0.36% | 2,418 | 808 | 50.2% | $30.81万 | 加仓 |
| FTV | FORTIVE CORP DISC | $87.78万 | 0.34% | 13,860 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $76.86万 | 0.30% | 1,397 | -794 | -36.2% | -$43.68万 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $73.32万 | 0.29% | 8,325 | -1,274 | -13.3% | -$11.22万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $69.88万 | 0.27% | 1,066 | -953 | -47.2% | -$62.48万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $63.15万 | 0.25% | 11,792 | 0 | 0.0% | — | 不变 |
| UDEC | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $54.21万 | 0.21% | 13,900 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $52.13万 | 0.20% | 792 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $44.39万 | 0.17% | 1,736 | -963 | -35.7% | -$24.62万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $35.46万 | 0.14% | 2,255 | -129 | -5.4% | -$2.03万 | 减仓 |
| ABBV | ABBVIE INC COM | $33.69万 | 0.13% | 1,566 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $32.36万 | 0.13% | 2,376 | 1,089 | 84.6% | $14.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $31.10万 | 0.12% | 650 | -2 | -0.3% | -$957 | 减仓 |
| LIN | LINDE PLC SHS | $29.61万 | 0.12% | 599 | -1,155 | -65.8% | -$57.09万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $27.43万 | 0.11% | 2,408 | -526 | -17.9% | -$5.99万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $24.26万 | 0.09% | 9,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $23.40万 | 0.09% | 1,787 | -670 | -27.3% | -$8.77万 | 减仓 |
| LUMN | LUMENTUM HLDGS INC | $5,796 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -7,129 | -100.0% | -$78.40万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,620 | -100.0% | -$33.50万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -25,375 | -100.0% | -$33.30万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -564 | -100.0% | -$27.30万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,277 | -100.0% | -$24.60万 | 清仓 |
| UHS | UNIVERSAL HEALTH SVCS | $0 | 0.00% | 0 | -1,217 | -100.0% | -$24.30万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -908 | -100.0% | -$24.00万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |