Family Legacy Financial Solutions, LLC
CARY NC · SEC CIK 0002076068
$1.64亿2026Q2 申报市值
65持仓数
73.2%前十大占比 · 第一大 18.9%
20 / 2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
STIP 加仓+$492.98万
SCHM 加仓+$170.60万
QQQM 加仓+$107.68万
SCHX 加仓+$100.79万
GOOG 新建仓+$77.15万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$1.76亿
PANW 减仓-$502.92万
USFR 减仓-$297.09万
ADI 减仓-$217.32万
MRVL 减仓-$102.59万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES I | $3,094.49万 | 18.87% | 59,760 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $2,235.64万 | 13.63% | 759,646 | 34,249 | 4.7% | $100.79万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,342.05万 | 8.18% | 363,994 | 46,271 | 14.6% | $170.60万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,173.64万 | 7.16% | 114,882 | 48,255 | 72.4% | $492.98万 | 加仓 |
| LLY | ELI LILLY & CO | $1,010.14万 | 6.16% | 8,341 | -323 | -3.7% | -$39.12万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $819.92万 | 5.00% | 226,936 | 9,796 | 4.5% | $35.39万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $763.72万 | 4.66% | 151,682 | -59,005 | -28.0% | -$297.09万 | 减仓 |
| RVTY | REVVITY INC | $616.67万 | 3.76% | 54,208 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $479.10万 | 2.92% | 172,961 | 26,110 | 17.8% | $72.32万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $468.70万 | 2.86% | 15,470 | 3,554 | 29.8% | $107.68万 | 加仓 |
| DHR | DANAHER CORP | $455.42万 | 2.78% | 23,009 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $357.43万 | 2.18% | 10,946 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $357.08万 | 2.18% | 10,430 | -14,690 | -58.5% | -$502.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $303.53万 | 1.85% | 15,170 | -529 | -3.4% | -$10.58万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $257.13万 | 1.57% | 9,176 | -3,661 | -28.5% | -$102.59万 | 减仓 |
| WM | WASTE MGMT INC DEL | $177.19万 | 1.08% | 7,950 | 162 | 2.1% | $3.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $173.88万 | 1.06% | 1,859 | 538 | 40.7% | $50.32万 | 加仓 |
| DOV | DOVER CORP | $165.37万 | 1.01% | 7,373 | 139 | 1.9% | $3.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $162.95万 | 0.99% | 4,368 | 241 | 5.8% | $8.99万 | 加仓 |
| META | META PLATFORMS INC | $136.93万 | 0.83% | 2,431 | -140 | -5.4% | -$7.89万 | 减仓 |
| ADI | ANALOG DEVICES INC | $129.06万 | 0.79% | 3,422 | -5,762 | -62.7% | -$217.32万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | $94.97万 | 0.58% | 35,650 | -1,200 | -3.3% | -$3.20万 | 减仓 |
| SAP | SAP SE | $93.36万 | 0.57% | 5,762 | 0 | 0.0% | — | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $88.85万 | 0.54% | 2,654 | -526,865 | -99.5% | -$1.76亿 | 减仓 |
| CMI | CUMMINS INC | $88.26万 | 0.54% | 1,238 | -159 | -11.4% | -$11.34万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $78.80万 | 0.48% | 10,743 | -7,876 | -42.3% | -$57.77万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $77.15万 | 0.47% | 2,183 | 2,183 | — | $77.15万 | 新建仓 |
| FTV | FORTIVE CORP | $72.08万 | 0.44% | 11,505 | -2,355 | -17.0% | -$14.75万 | 减仓 |
| VLTO | VERALTO CORP | $70.98万 | 0.43% | 7,669 | -656 | -7.9% | -$6.07万 | 减仓 |
| TSLA | TESLA INC | $67.80万 | 0.41% | 1,670 | -748 | -30.9% | -$30.37万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $63.82万 | 0.39% | 855 | -211 | -19.8% | -$15.75万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $60.74万 | 0.37% | 834 | 834 | — | $60.74万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $59.32万 | 0.36% | 792 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $58.63万 | 0.36% | 499 | 499 | — | $58.63万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $53.11万 | 0.32% | 3,252 | 3,252 | — | $53.11万 | 新建仓 |
| LIN | LINDE PLC | $50.52万 | 0.31% | 974 | 375 | 62.6% | $19.45万 | 加仓 |
| AAPL | APPLE INC | $49.26万 | 0.30% | 1,703 | -33 | -1.9% | -$9,546 | 减仓 |
| UDEC | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $46.26万 | 0.28% | 11,100 | -2,800 | -20.1% | -$11.67万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $41.15万 | 0.25% | 2,188 | -67 | -3.0% | -$1.26万 | 减仓 |
| ABBV | ABBVIE INC | $39.44万 | 0.24% | 1,567 | 1 | 0.1% | $252 | 加仓 |
| RDDT | REDDIT INC | $35.93万 | 0.22% | 2,070 | -306 | -12.9% | -$5.31万 | 减仓 |
| DOCS | DOXIMITY INC | $35.79万 | 0.22% | 17,256 | -40,270 | -70.0% | -$83.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.53万 | 0.20% | 650 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $26.22万 | 0.16% | 3,835 | 3,835 | — | $26.22万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $24.66万 | 0.15% | 9,000 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $23.80万 | 0.15% | 3,360 | 0 | 0.0% | — | 重新持有 |
| ABT | ABBOTT LABS | $22.47万 | 0.14% | 2,355 | 2,355 | — | $22.47万 | 新建仓 |
| D | DOMINION ENERGY INC | $21.31万 | 0.13% | 3,120 | -11,764 | -79.0% | -$80.35万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $21.27万 | 0.13% | 600 | 600 | — | $21.27万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $17.67万 | 0.11% | 588 | 588 | — | $17.67万 | 新建仓 |
| AMZN | AMAZON COM INC | $16.99万 | 0.10% | 713 | -424 | -37.3% | -$10.11万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $16.41万 | 0.10% | 1,484 | -924 | -38.4% | -$10.22万 | 减仓 |
| P | EVERPURE INC | $16.07万 | 0.10% | 2,040 | 2,040 | — | $16.07万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $16.07万 | 0.10% | 234 | 234 | — | $16.07万 | 新建仓 |
| GRMN | GARMIN LTD | $15.73万 | 0.10% | 662 | 662 | — | $15.73万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $15.59万 | 0.10% | 1,232 | -555 | -31.1% | -$7.02万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $14.28万 | 0.09% | 1,596 | 1,596 | — | $14.28万 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $13.52万 | 0.08% | 852 | 852 | — | $13.52万 | 新建仓 |
| — | DEFIANCE LARGE CAP EX-MAG 7 ETF | $12.39万 | 0.08% | 4,749 | 4,749 | — | $12.39万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $12.22万 | 0.07% | 1,305 | 1,305 | — | $12.22万 | 新建仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $12.15万 | 0.07% | 1,786 | 1,786 | — | $12.15万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $11.83万 | 0.07% | 155 | 155 | — | $11.83万 | 新建仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $10.54万 | 0.06% | 766 | 766 | — | $10.54万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $10.32万 | 0.06% | 415 | 415 | — | $10.32万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $10.21万 | 0.06% | 2,000 | 2,000 | — | $10.21万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -11,792 | -100.0% | -$63.15万 | 清仓 |
| LUMN | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -834 | -100.0% | -$5,796 | 清仓 |