Storen Legacy Partners, LLC
ZIONSVILLE IN · SEC CIK 0002116061
$3.67亿2026Q2 申报市值
116持仓数
43.6%前十大占比 · 第一大 6.2%
12 / 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
IWB 新建仓+$730.14万
EFV 加仓+$203.10万
BINC 加仓+$196.45万
FBND 加仓+$174.96万
JAVA 加仓+$150.34万
2026Q2 卖出最多 按季末市值估算
BAI 减仓-$765.75万
EMOP 清仓-$636.74万
PWRD 减仓-$253.22万
CGGR 减仓-$99.06万
IYG 减仓-$97.55万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,272.99万 | 6.20% | 33,095 | -105 | -0.3% | -$7.21万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,137.49万 | 5.83% | 314,290 | 4,614 | 1.5% | $31.38万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,923.31万 | 5.24% | 242,201 | 18,932 | 8.5% | $150.34万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1,567.15万 | 4.27% | 252,319 | -9,780 | -3.7% | -$60.74万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,392.83万 | 3.80% | 266,112 | 37,533 | 16.4% | $196.45万 | 加仓 |
| LLY | ELI LILLY & CO | $1,386.37万 | 3.78% | 11,559 | 1,097 | 10.5% | $131.57万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,372.83万 | 3.74% | 187,009 | -4,469 | -2.3% | -$32.81万 | 减仓 |
| IEMG | ISHARES INC | $1,350.98万 | 3.68% | 163,083 | -2,822 | -1.7% | -$23.38万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,346.16万 | 3.67% | 397,800 | 7,010 | 1.8% | $23.72万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,236.19万 | 3.37% | 271,750 | 38,462 | 16.5% | $174.96万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,195.51万 | 3.26% | 226,766 | -145,248 | -39.0% | -$765.75万 | 减仓 |
| IVV | ISHARES TR | $1,091.30万 | 2.98% | 14,572 | 1,707 | 13.3% | $127.84万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $1,010.96万 | 2.76% | 57,126 | -1,579 | -2.7% | -$27.94万 | 减仓 |
| AGG | ISHARES TR | $992.10万 | 2.70% | 100,232 | 14,285 | 16.6% | $141.39万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $883.77万 | 2.41% | 175,613 | 17,358 | 11.0% | $87.35万 | 加仓 |
| PWRD | TCW ETF TRUST | $838.90万 | 2.29% | 68,225 | -20,594 | -23.2% | -$253.22万 | 减仓 |
| EFV | ISHARES TR | $829.50万 | 2.26% | 108,360 | 26,531 | 32.4% | $203.10万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $775.83万 | 2.12% | 90,360 | 327 | 0.4% | $2.81万 | 加仓 |
| IWB | ISHARES TR | $730.14万 | 1.99% | 17,830 | 17,830 | — | $730.14万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $665.54万 | 1.81% | 8,912 | 60 | 0.7% | $4.48万 | 加仓 |
| ANGL | VANECK ETF TRUST | $553.65万 | 1.51% | 189,347 | -5,317 | -2.7% | -$15.55万 | 减仓 |
| GOVT | ISHARES TR | $520.09万 | 1.42% | 228,310 | 26,545 | 13.2% | $60.47万 | 加仓 |
| IEI | ISHARES TR | $506.58万 | 1.38% | 43,131 | 4,668 | 12.1% | $54.83万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $443.35万 | 1.21% | 73,536 | 1,554 | 2.2% | $9.37万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $441.40万 | 1.20% | 53,510 | 1,819 | 3.5% | $15.00万 | 加仓 |
| PSFF | PACER FDS TR | $440.20万 | 1.20% | 128,302 | -4,395 | -3.3% | -$15.08万 | 减仓 |
| TLH | ISHARES TR | $425.20万 | 1.16% | 42,372 | 6,978 | 19.7% | $70.02万 | 加仓 |
| EMGF | ISHARES INC | $424.91万 | 1.16% | 58,001 | 7,439 | 14.7% | $54.50万 | 加仓 |
| AAPL | APPLE INC | $394.05万 | 1.07% | 13,618 | 1,043 | 8.3% | $30.18万 | 加仓 |
| IEFA | ISHARES TR | $365.59万 | 1.00% | 37,854 | 4,700 | 14.2% | $45.39万 | 加仓 |
| DGRO | ISHARES TR | $316.12万 | 0.86% | 41,709 | -2,629 | -5.9% | -$19.93万 | 减仓 |
| ABLD | ABACUS FCF ETF TR | $314.93万 | 0.86% | 104,647 | 13,308 | 14.6% | $40.05万 | 加仓 |
| EFA | ISHARES TR | $311.75万 | 0.85% | 30,010 | -482 | -1.6% | -$5.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $293.88万 | 0.80% | 8,978 | 1,205 | 15.5% | $39.44万 | 加仓 |
| IYG | ISHARES TR | $281.59万 | 0.77% | 31,125 | -10,783 | -25.7% | -$97.55万 | 减仓 |
| DHR | DANAHER CORP DEL | $279.76万 | 0.76% | 14,687 | 13 | 0.1% | $2,476 | 加仓 |
| IYK | ISHARES TR | $245.83万 | 0.67% | 33,833 | -9,767 | -22.4% | -$70.97万 | 减仓 |
| IAU | ISHARES GOLD TR | $229.79万 | 0.63% | 30,432 | 5,587 | 22.5% | $42.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $194.24万 | 0.53% | 6,408 | -210 | -3.2% | -$6.37万 | 减仓 |
| ITA | ISHARES TR | $191.93万 | 0.52% | 7,917 | 635 | 8.7% | $15.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $191.27万 | 0.52% | 5,128 | 154 | 3.1% | $5.74万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $190.63万 | 0.52% | 24,122 | 209 | 0.9% | $1.65万 | 加仓 |
| IVW | ISHARES TR | $177.71万 | 0.48% | 12,922 | 276 | 2.2% | $3.80万 | 加仓 |
| AMZN | AMAZON COM INC | $168.32万 | 0.46% | 7,062 | 534 | 8.2% | $12.73万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $168.28万 | 0.46% | 19,148 | 119 | 0.6% | $1.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $149.02万 | 0.41% | 7,448 | 657 | 9.7% | $13.15万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $141.81万 | 0.39% | 8,508 | 1 | 0.0% | $167 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $141.16万 | 0.38% | 7,803 | -29 | -0.4% | -$5,246 | 减仓 |
| PSMR | PACER FDS TR | $139.11万 | 0.38% | 43,215 | -612 | -1.4% | -$1.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.15万 | 0.33% | 2,441 | 18 | 0.7% | $9,007 | 加仓 |
| QUAL | ISHARES TR | $121.27万 | 0.33% | 5,527 | -94 | -1.7% | -$2.06万 | 减仓 |
| QQQ | INVESCO QQQ TR | $114.66万 | 0.31% | 1,557 | 3 | 0.2% | $2,209 | 加仓 |
| FTV | FORTIVE CORP | $112.89万 | 0.31% | 18,479 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $107.66万 | 0.29% | 22,809 | -20,987 | -47.9% | -$99.06万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $103.58万 | 0.28% | 28,668 | 80 | 0.3% | $2,890 | 加仓 |
| DBEF | DBX ETF TR | $102.58万 | 0.28% | 18,777 | -796 | -4.1% | -$4.35万 | 减仓 |
| MO | ALTRIA GROUP INC | $91.54万 | 0.25% | 12,723 | 114 | 0.9% | $8,202 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $72.63万 | 0.20% | 1,426 | 1,426 | — | $72.63万 | 新建仓 |
| GOOGL | ALPHABET INC | $70.95万 | 0.19% | 1,985 | 115 | 6.1% | $4.11万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $70.74万 | 0.19% | 22,309 | -52 | -0.2% | -$1,649 | 减仓 |
| MMM | 3M CO | $70.71万 | 0.19% | 4,367 | -5 | -0.1% | -$810 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $66.84万 | 0.18% | 11,556 | 35 | 0.3% | $2,024 | 加仓 |
| IJH | ISHARES TR | $66.80万 | 0.18% | 8,663 | -227 | -2.6% | -$1.75万 | 减仓 |
| AVGO | BROADCOM INC | $65.87万 | 0.18% | 1,744 | 110 | 6.7% | $4.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $61.66万 | 0.17% | 534 | 534 | — | $61.66万 | 新建仓 |
| CAT | CATERPILLAR INC | $56.89万 | 0.16% | 534 | 93 | 21.1% | $9.91万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.74万 | 0.15% | 2,223 | -25 | -1.1% | -$6,156 | 减仓 |
| NRG | NRG ENERGY INC | $54.12万 | 0.15% | 3,706 | 10 | 0.3% | $1,460 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $52.16万 | 0.14% | 6,693 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $51.83万 | 0.14% | 8,179 | 50 | 0.6% | $3,169 | 加仓 |
| CSCO | CISCO SYS INC | $45.45万 | 0.12% | 3,869 | 6 | 0.2% | $705 | 加仓 |
| RAL | RALLIANT CORP | $45.35万 | 0.12% | 6,159 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $43.67万 | 0.12% | 1,236 | 96 | 8.4% | $3.39万 | 加仓 |
| IYW | ISHARES TR | $43.61万 | 0.12% | 1,729 | -77 | -4.3% | -$1.94万 | 减仓 |
| MTUM | ISHARES TR | $43.54万 | 0.12% | 1,270 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $40.71万 | 0.11% | 2,776 | 50 | 1.8% | $7,333 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $40.62万 | 0.11% | 4,411 | -29 | -0.7% | -$2,671 | 减仓 |
| VLTO | VERALTO CORP | $38.42万 | 0.10% | 4,332 | -27 | -0.6% | -$2,394 | 减仓 |
| TSLA | TESLA INC | $38.40万 | 0.10% | 913 | 81 | 9.7% | $3.41万 | 加仓 |
| WMT | WALMART INC | $37.82万 | 0.10% | 3,339 | 1,067 | 47.0% | $12.08万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.17万 | 0.10% | 6,451 | -485 | -7.0% | -$2.79万 | 减仓 |
| PEP | PEPSICO INC | $37.03万 | 0.10% | 2,735 | 12 | 0.4% | $1,625 | 加仓 |
| PSMO | PACER FDS TR | $36.85万 | 0.10% | 11,325 | -922 | -7.5% | -$3.00万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $36.32万 | 0.10% | 5,347 | -43 | -0.8% | -$2,921 | 减仓 |
| CTVA | CORTEVA INC | $35.50万 | 0.10% | 4,192 | -930 | -18.2% | -$7.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $32.73万 | 0.09% | 884 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.77万 | 0.08% | 1,024 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $30.76万 | 0.08% | 10,451 | 20 | 0.2% | $589 | 加仓 |
| IWF | ISHARES TR | $29.43万 | 0.08% | 2,371 | 167 | 7.6% | $2.07万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $29.10万 | 0.08% | 4,762 | 4,762 | — | $29.10万 | 新建仓 |
| ABBV | ABBVIE INC | $28.16万 | 0.08% | 1,119 | 35 | 3.2% | $8,808 | 加仓 |
| MAS | MASCO CORP | $27.54万 | 0.08% | 3,385 | -380 | -10.1% | -$3.09万 | 减仓 |
| ORCL | ORACLE CORP | $26.99万 | 0.07% | 1,842 | -21 | -1.1% | -$3,077 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $26.29万 | 0.07% | 2,395 | -48 | -2.0% | -$5,268 | 减仓 |
| BGRN | ISHARES TR | $25.74万 | 0.07% | 5,422 | 5,422 | — | $25.74万 | 新建仓 |
| USMV | ISHARES TR | $25.40万 | 0.07% | 2,633 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $23.90万 | 0.07% | 8,718 | 58 | 0.7% | $1,590 | 加仓 |
| CVS | CVS HEALTH CORP | $23.19万 | 0.06% | 2,242 | 2,242 | — | $23.19万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.95万 | 0.06% | 395 | 395 | — | $22.95万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.89万 | 0.06% | 592 | 0 | 0.0% | — | 重新持有 |