Storen Legacy Partners, LLC
ZIONSVILLE IN · SEC CIK 0002116061
$3.19亿2026Q1 申报市值
102持仓数
43.5%前十大占比 · 第一大 6.2%
31 / 2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
DYNF 新建仓+$1,801.70万
JAVA 新建仓+$1,601.96万
FBCG 新建仓+$1,313.64万
BAI 新建仓+$1,225.79万
BINC 新建仓+$1,187.01万
2026Q1 卖出最多 按季末市值估算
EFA 减仓-$3,889.98万
VOO 减仓-$2,966.05万
BND 减仓-$2,637.81万
VFMF 减仓-$2,214.92万
SCHG 减仓-$1,594.23万
2026Q1 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 | $1,983.86万 | 6.22% | 33,200 | -49,637 | -59.9% | -$2,966.05万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,801.70万 | 5.65% | 309,676 | 309,676 | — | $1,801.70万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,601.96万 | 5.02% | 223,269 | 223,269 | — | $1,601.96万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $1,410.05万 | 4.42% | 191,478 | -358,203 | -65.2% | -$2,637.81万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1,313.64万 | 4.12% | 262,099 | 262,099 | — | $1,313.64万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $1,225.79万 | 3.84% | 372,014 | 372,014 | — | $1,225.79万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $1,187.01万 | 3.72% | 228,579 | 228,579 | — | $1,187.01万 | 新建仓 |
| IEMG | ISHARES INC | $1,157.19万 | 3.63% | 165,905 | 165,905 | — | $1,157.19万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,138.37万 | 3.57% | 390,790 | -547,282 | -58.3% | -$1,594.23万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,064.26万 | 3.34% | 233,288 | 233,288 | — | $1,064.26万 | 新建仓 |
| LLY | ELI LILLY & CO | $962.29万 | 3.02% | 10,462 | -84 | -0.8% | -$7.73万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $910.37万 | 2.85% | 58,705 | -142,828 | -70.9% | -$2,214.92万 | 减仓 |
| PWRD | TCW ETF TRUST | $868.35万 | 2.72% | 88,819 | 88,819 | — | $868.35万 | 新建仓 |
| AGG | ISHARES TR | $853.19万 | 2.67% | 85,947 | 2,044 | 2.4% | $20.29万 | 加仓 |
| IVV | ISHARES TR | $840.36万 | 2.63% | 12,865 | 11,564 | 888.9% | $755.37万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $794.28万 | 2.49% | 158,255 | 158,255 | — | $794.28万 | 新建仓 |
| ABFL | ABACUS FCF ETF TR | $640.49万 | 2.01% | 90,033 | 90,033 | — | $640.49万 | 新建仓 |
| EMOP | AB ACTIVE ETFS INC | $636.74万 | 2.00% | 145,308 | 145,308 | — | $636.74万 | 新建仓 |
| EFV | ISHARES TR | $608.40万 | 1.91% | 81,829 | 81,829 | — | $608.40万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $575.67万 | 1.80% | 8,852 | -125 | -1.4% | -$8.13万 | 减仓 |
| ANGL | VANECK ETF TRUST | $559.08万 | 1.75% | 194,664 | -375,038 | -65.8% | -$1,077.11万 | 减仓 |
| GOVT | ISHARES TR | $462.24万 | 1.45% | 201,765 | 201,765 | — | $462.24万 | 新建仓 |
| IEI | ISHARES TR | $456.17万 | 1.43% | 38,463 | 38,463 | — | $456.17万 | 新建仓 |
| PSFF | PACER FDS TR | $425.22万 | 1.33% | 132,697 | -223,616 | -62.8% | -$716.56万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $397.63万 | 1.25% | 71,982 | 71,982 | — | $397.63万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $391.51万 | 1.23% | 51,691 | 51,691 | — | $391.51万 | 新建仓 |
| TLH | ISHARES TR | $356.49万 | 1.12% | 35,394 | 35,394 | — | $356.49万 | 新建仓 |
| IYG | ISHARES TR | $347.17万 | 1.09% | 41,908 | 41,908 | — | $347.17万 | 新建仓 |
| AAPL | APPLE INC | $319.15万 | 1.00% | 12,575 | -253 | -2.0% | -$6.42万 | 减仓 |
| DGRO | ISHARES TR | $311.16万 | 0.98% | 44,338 | -65,027 | -59.5% | -$456.36万 | 减仓 |
| EMGF | ISHARES INC | $305.55万 | 0.96% | 50,562 | 50,562 | — | $305.55万 | 新建仓 |
| IYK | ISHARES TR | $305.33万 | 0.96% | 43,600 | 43,600 | — | $305.33万 | 新建仓 |
| IEFA | ISHARES TR | $300.14万 | 0.94% | 33,154 | 33,154 | — | $300.14万 | 新建仓 |
| EFA | ISHARES TR | $296.17万 | 0.93% | 30,492 | -400,493 | -92.9% | -$3,889.98万 | 减仓 |
| ABLD | ABACUS FCF ETF TR | $285.24万 | 0.89% | 91,339 | 91,339 | — | $285.24万 | 新建仓 |
| DHR | DANAHER CORPORATION | $278.22万 | 0.87% | 14,674 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $228.64万 | 0.72% | 7,773 | -91 | -1.2% | -$2.68万 | 减仓 |
| IAU | ISHARES GOLD TR | $219.03万 | 0.69% | 24,845 | 24,845 | — | $219.03万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $189.56万 | 0.59% | 23,913 | 161 | 0.7% | $1.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $184.11万 | 0.58% | 4,974 | -5 | -0.1% | -$1,851 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $176.02万 | 0.55% | 43,796 | -261,220 | -85.6% | -$1,049.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $173.35万 | 0.54% | 6,618 | -2,235 | -25.2% | -$58.54万 | 减仓 |
| ITA | ISHARES TR | $159.30万 | 0.50% | 7,282 | 7,282 | — | $159.30万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $147.56万 | 0.46% | 8,507 | 8 | 0.1% | $1,388 | 加仓 |
| SPYM | SPDR SERIES TRUST | $145.65万 | 0.46% | 19,029 | 2,082 | 12.3% | $15.94万 | 加仓 |
| IVW | ISHARES TR | $143.04万 | 0.45% | 12,646 | 12,646 | — | $143.04万 | 新建仓 |
| AMZN | AMAZON COM INC | $135.96万 | 0.43% | 6,528 | -187 | -2.8% | -$3.89万 | 减仓 |
| PSMR | PACER FDS TR | $133.15万 | 0.42% | 43,827 | -368 | -0.8% | -$1.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $129.50万 | 0.41% | 7,832 | 45 | 0.6% | $7,440 | 加仓 |
| NVDA | NVIDIA CORPORATION | $118.44万 | 0.37% | 6,791 | -448 | -6.2% | -$7.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $116.11万 | 0.36% | 2,423 | -19 | -0.8% | -$9,105 | 减仓 |
| QUAL | ISHARES TR | $107.81万 | 0.34% | 5,621 | 8 | 0.1% | $1,534 | 加仓 |
| FTV | FORTIVE CORP | $102.15万 | 0.32% | 18,479 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $96.69万 | 0.30% | 19,573 | -2,069 | -9.6% | -$10.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $89.72万 | 0.28% | 1,554 | 217 | 16.2% | $12.53万 | 加仓 |
| MO | ALTRIA GROUP INC | $83.21万 | 0.26% | 12,609 | 57 | 0.5% | $3,761 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $83.13万 | 0.26% | 28,588 | 465 | 1.7% | $1.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $68.60万 | 0.22% | 22,361 | -946 | -4.1% | -$2.90万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $66.40万 | 0.21% | 11,521 | 21 | 0.2% | $1,210 | 加仓 |
| MMM | 3M CO | $63.49万 | 0.20% | 4,372 | 23 | 0.5% | $3,340 | 加仓 |
| IJH | ISHARES TR | $60.04万 | 0.19% | 8,890 | -3,883 | -30.4% | -$26.22万 | 减仓 |
| NRG | NRG ENERGY INC | $54.02万 | 0.17% | 3,696 | 5 | 0.1% | $731 | 加仓 |
| GOOGL | ALPHABET INC | $53.77万 | 0.17% | 1,870 | -375 | -16.7% | -$10.78万 | 减仓 |
| AVGO | BROADCOM INC | $50.56万 | 0.16% | 1,634 | -333 | -16.9% | -$10.30万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $48.56万 | 0.15% | 8,129 | -1,186 | -12.7% | -$7.09万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $46.78万 | 0.15% | 2,248 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $46.45万 | 0.15% | 6,693 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $42.88万 | 0.13% | 5,122 | -911 | -15.1% | -$7.63万 | 减仓 |
| PEP | PEPSICO INC | $42.29万 | 0.13% | 2,723 | -100 | -3.5% | -$1.55万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.07万 | 0.13% | 6,936 | 2 | 0.0% | $121 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $40.99万 | 0.13% | 4,440 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $39.38万 | 0.12% | 2,726 | -269 | -9.0% | -$3.89万 | 减仓 |
| VLTO | VERALTO CORP | $38.54万 | 0.12% | 4,359 | 0 | 0.0% | — | 不变 |
| PSMO | PACER FDS TR | $36.96万 | 0.12% | 12,247 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $32.77万 | 0.10% | 1,806 | 1,806 | — | $32.77万 | 新建仓 |
| GOOG | ALPHABET INC | $32.70万 | 0.10% | 1,140 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $31.88万 | 0.10% | 5,390 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.26万 | 0.10% | 441 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $30.93万 | 0.10% | 832 | 103 | 14.1% | $3.83万 | 加仓 |
| MTUM | ISHARES TR | $30.48万 | 0.10% | 1,270 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.97万 | 0.09% | 3,863 | -3 | -0.1% | -$233 | 减仓 |
| VTI | VANGUARD INDEX FDS | $28.34万 | 0.09% | 884 | 884 | — | $28.34万 | 新建仓 |
| WMT | WALMART INC | $28.24万 | 0.09% | 2,272 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $27.41万 | 0.09% | 1,863 | -106 | -5.4% | -$1.56万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $26.74万 | 0.08% | 10,431 | -943 | -8.3% | -$2.42万 | 减仓 |
| VNT | VONTIER CORPORATION | $26.19万 | 0.08% | 7,385 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $25.62万 | 0.08% | 6,159 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.40万 | 0.08% | 1,024 | -83 | -7.5% | -$2.06万 | 减仓 |
| USMV | ISHARES TR | $24.42万 | 0.08% | 2,633 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $24.10万 | 0.08% | 1,420 | 1,420 | — | $24.10万 | 新建仓 |
| ABBV | ABBVIE INC | $23.58万 | 0.07% | 1,084 | 4 | 0.4% | $870 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $23.57万 | 0.07% | 2,443 | 1 | 0.0% | $96 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.53万 | 0.07% | 2,843 | 75 | 2.7% | $6,207 | 加仓 |
| HDV | ISHARES TR | $23.50万 | 0.07% | 1,732 | 76 | 4.6% | $1.03万 | 加仓 |
| IWF | ISHARES TR | $23.48万 | 0.07% | 551 | 1 | 0.2% | $426 | 加仓 |
| CME | CME GROUP INC | $22.92万 | 0.07% | 776 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $22.73万 | 0.07% | 3,765 | -229 | -5.7% | -$1.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.31万 | 0.07% | 3,326 | 3,326 | — | $21.31万 | 新建仓 |
| SO | SOUTHERN CO | $21.23万 | 0.07% | 2,200 | 2,200 | — | $21.23万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $21.13万 | 0.07% | 7,026 | 27 | 0.4% | $812 | 加仓 |