Legacy Financial Group LLC
CIK 1834011 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $888.2M
- 持仓
- 133
- 截至
- 2026年6月30日
按 13F 价值排名第 2643（共 9443） · 前 28.0%
投资组合价值同比（季度）：+11.7% 13F不披露现金
- 前十大持仓权重
- 50.07%
- 前二十五大持仓权重
- 77.51%
- 持仓高于 1%
- 25
- 有效持仓数量
- 29.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 15.9% 估计买入 $156958442 · 卖出 $133840033
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.6% 仍持有
- 新仓位
- 20
- 增加
- 49
- 减少
- 48
- 已结清
- 8
本页内容
行业细分
Retail
1.5%
Technology
0.9%
Industrials
0.8%
Financials
0.4%
Consumer Discretionary
0.2%
Communication Services
0.1%
Utilities
0.1%
Financial Services
0.1%
Consumer Staples
0.1%
Healthcare
0.1%
Real Estate
0.0%
Consumer products
0.0%
其他/未映射
95.7%
完整投资组合 133 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IUSG iShares Core S&P U.S. Growth ETF | $70115575 | 7.89% | 372777 | $17323901 | 上涨 ×2 | ||
| IVV | $55901405 | 6.29% | 74646 | $28997033 | 上涨 ×4 | ||
| SDY | $53844229 | 6.06% | 353819 | $11314216 | 上涨 ×1 | ||
| BUFD | $51701061 | 5.82% | 1739605 | $-4509023 | 下跌 ×1 | ||
| ESN Essential 40 Stock ETF | $45215633 | 5.09% | 2274028 | $11951126 | 上涨 ×5 | ||
| VB | $41735952 | 4.70% | 137688 | $4048814 | 下跌 ×1 | ||
| BUFR | $39357422 | 4.43% | 1077400 | 上涨 ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $35139861 | 3.96% | 761427 | $9367673 | 上涨 ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $26160107 | 2.95% | 255720 | $-2713744 | 下跌 ×2 | ||
| BINC | $25588094 | 2.88% | 488882 | $-1232878 | 下跌 ×2 | ||
| IVW | $22594331 | 2.54% | 164287 | $4288097 | 上涨 ×3 | ||
| DYNF | $20971409 | 2.36% | 308358 | $3737816 | 上涨 ×1 | ||
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $19373499 | 2.18% | 916872 | $1687899 | 上涨 ×4 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $19197146 | 2.16% | 942654 | $1368280 | 上涨 ×4 | ||
| SHYG | $18711059 | 2.11% | 441195 | $1174472 | 上涨 ×1 | ||
| IVE | $18470753 | 2.08% | 81347 | $-1963932 | 下跌 ×2 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $17679954 | 1.99% | 332517 | $593073 | 上涨 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $17159214 | 1.93% | 207613 | $1950922 | 上涨 ×2 | ||
| BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $16649104 | 1.87% | 645037 | $2296105 | 上涨 ×5 | ||
| SPYV | $14558234 | 1.64% | 239484 | $556648 | 下跌 ×1 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $13866109 | 1.56% | 846268 | $4197179 | 上涨 ×2 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $11646420 | 1.31% | 567841 | 上涨 ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $11140395 | 1.25% | 567953 | $-7043085 | 下跌 ×1 | ||
| EFG | $10947168 | 1.23% | 87986 | $2028674 | 上涨 ×1 | ||
| BAI | $10731922 | 1.21% | 203565 | $2437467 | 下跌 ×1 | ||
| MTUM | $8684722 | 0.98% | 25332 | $602078 | 下跌 ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $8177337 | 0.92% | 162345 | $2467616 | 上涨 ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $7799967 | 0.88% | 9814 | $695673 | 上涨 ×3 | ||
| HELO | $7577815 | 0.85% | 112131 | $-54224705 | 下跌 ×1 | ||
| CORO iShares International Country Rotation Active ETF | $7445282 | 0.84% | 203423 | 上涨 ×1 | |||
| IDEF iShares Defense Industrials Active ETF | $7434326 | 0.84% | 233931 | $1550354 | 上涨 ×1 | ||
| USRT | $7274092 | 0.82% | 109467 | $683197 | 下跌 ×3 | ||
| AOA | $7122313 | 0.80% | 72975 | $542012 | 下跌 ×2 | ||
| MBB iShares MBS ETF | $6948341 | 0.78% | 73512 | $881207 | 上涨 ×5 | ||
| GOVT | $6511248 | 0.73% | 285832 | $828796 | 上涨 ×5 | ||
| EFV | $6173988 | 0.70% | 80653 | $-7964939 | 下跌 ×3 | ||
| TLH | $6103145 | 0.69% | 60819 | $-1526917 | 下跌 ×1 | ||
| THRO | $5928360 | 0.67% | 137517 | $-1919867 | 下跌 ×1 | ||
| VEA | $5710481 | 0.64% | 80147 | $242006 | 下跌 ×4 | ||
| VO | $5623824 | 0.63% | 69800 | $416917 | 上涨 ×1 | ||
| BRKB | $5461764 | 0.61% | 10915 | $199183 | 下跌 ×1 | ||
| ITOT | $5012268 | 0.56% | 30512 | $-316624 | 下跌 ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $4929596 | 0.56% | 175743 | 上涨 ×1 | |||
| VPU | $4339591 | 0.49% | 22171 | $-28890 | 上涨 ×2 | ||
| VOO | $4234405 | 0.48% | 6165 | $406164 | 下跌 ×2 | ||
| GGOV | $3897626 | 0.44% | 77503 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3570346 | 0.40% | 14980 | $408172 | 下跌 ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $3394530 | 0.38% | 147878 | $-2791010 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $2999220 | 0.34% | 10365 | $343814 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2840600 | 0.32% | 7615 | $-47797 | 下跌 ×2 | ||
| VUG | $2692850 | 0.30% | 31261 | $412575 | 上涨 ×1 | ||
| SPY SPY | $2000535 | 0.23% | 2679 | $255491 | 下跌 ×4 | ||
| DE Deere & Company Common Stock | $1973281 | 0.22% | 3111 | $198939 | 下跌 ×2 | ||
| IAU | $1855205 | 0.21% | 24569 | $10193 | 上涨 ×1 | ||
| BSV | $1774911 | 0.20% | 22782 | $-921933 | 下跌 ×3 | ||
| WM Waste Management, Inc. Common Stock | $1719143 | 0.19% | 7713 | $-73840 | 下跌 ×4 | ||
| AOR | $1659988 | 0.19% | 23885 | $49420 | 下跌 ×2 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $1597496 | 0.18% | 71490 | $36461 | 上涨 ×1 | ||
| IJR | $1388478 | 0.16% | 9362 | $224688 | |||
| WFC Wells Fargo & Company Common Stock | $1374828 | 0.15% | 16636 | $719980 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1290316 | 0.15% | 1212 | $435716 | 上涨 ×1 | ||
| PFG Principal Financial Group Inc - Common Stock | $1266880 | 0.14% | 11754 | $206438 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1201244 | 0.14% | 2856 | $139517 | |||
| WMT Walmart Inc. - Common Stock | $1190028 | 0.13% | 10507 | $-64673 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1101333 | 0.12% | 5504 | $151212 | 上涨 ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1007447 | 0.11% | 46330 | $74037 | 上涨 ×6 | ||
| BND Vanguard Total Bond Market ETF | $982079 | 0.11% | 13378 | $-458415 | 下跌 ×1 | ||
| VOT | $956881 | 0.11% | 3124 | $152920 | |||
| CWB | $911647 | 0.10% | 8455 | $34163 | 下跌 ×2 | ||
| VOE | $900266 | 0.10% | 4556 | $14335 | 下跌 ×1 | ||
| AOM | $872780 | 0.10% | 17494 | $72888 | 上涨 ×3 | ||
| XSOE | $849311 | 0.10% | 17269 | $155748 | 下跌 ×3 | ||
| TRV The Travelers Companies, Inc. Common Stock | $842057 | 0.09% | 2551 | $99016 | 上涨 ×2 | ||
| IWC | $826199 | 0.09% | 4130 | $146155 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 30233Q108) | $822807 | 0.09% | 6018 | 上涨 ×1 | |||
| IJH | $782316 | 0.09% | 10145 | $97193 | |||
| PRF | $769063 | 0.09% | 14234 | $92521 | |||
| RLY | $734060 | 0.08% | 21271 | $55665 | 上涨 ×1 | ||
| VTI | $721578 | 0.08% | 1950 | $87337 | 下跌 ×1 | ||
| QUAL | $695152 | 0.08% | 3168 | $-8069972 | 下跌 ×1 | ||
| VTV | $660764 | 0.07% | 3032 | $71379 | 上涨 ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $649511 | 0.07% | 7053 | $3341 | 上涨 ×1 | ||
| SPYM | $627189 | 0.07% | 7137 | $65673 | 下跌 ×1 | ||
| TOPT | $607668 | 0.07% | 18459 | $88627 | 上涨 ×5 | ||
| HD Home Depot, Inc. (The) Common Stock | $555088 | 0.06% | 1574 | $37915 | 上涨 ×6 | ||
| GLD | $544097 | 0.06% | 1477 | $-91441 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $517845 | 0.06% | 1466 | $96858 | 下跌 ×1 | ||
| EMR Emerson Electric Company Common Stock | $481557 | 0.05% | 3364 | $63734 | 上涨 ×1 | ||
| AEE Ameren Corporation Common Stock | $475333 | 0.05% | 4205 | $13119 | |||
| AOK | $458377 | 0.05% | 11051 | $42468 | 上涨 ×3 | ||
| INTC Intel Corporation - Common Stock | $455473 | 0.05% | 3262 | 上涨 ×1 | |||
| XPO XPO, Inc. Common Stock | $442811 | 0.05% | 2157 | $66357 | 上涨 ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $423110 | 0.05% | 1445 | $140858 | |||
| LAMR Lamar Advertising Company - Class A Common Stock | $410380 | 0.05% | 2631 | $78184 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $410093 | 0.05% | 557 | $67464 | 下跌 ×1 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $389019 | 0.04% | 1381 | $-26443 | |||
| IEFA | $378172 | 0.04% | 3916 | $-92411 | 下跌 ×2 | ||
| VWO | $376584 | 0.04% | 6309 | $18069 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $369943 | 0.04% | 1035 | $72863 | 上涨 ×3 | ||
| LCTU | $359999 | 0.04% | 4491 | $154427 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $55901405 | 6.29% | 上涨 ×4 |
| ESN | $45215633 | 5.09% | 上涨 ×5 |
| IVW | $22594331 | 2.54% | 上涨 ×3 |
| BSJT | $19373499 | 2.18% | 上涨 ×4 |
| BSCS | $19197146 | 2.16% | 上涨 ×4 |
| BSJU | $16649104 | 1.87% | 上涨 ×5 |
| CASY | $7799967 | 0.88% | 上涨 ×3 |
| MBB | $6948341 | 0.78% | 上涨 ×5 |
| GOVT | $6511248 | 0.73% | 上涨 ×5 |
| BSJS | $1007447 | 0.11% | 上涨 ×6 |
| AOM | $872780 | 0.10% | 上涨 ×3 |
| TOPT | $607668 | 0.07% | 上涨 ×5 |
| HD | $555088 | 0.06% | 上涨 ×6 |
| AOK | $458377 | 0.05% | 上涨 ×3 |
| GOOGL | $369943 | 0.04% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| BUFR | $39357422 | 1077400 | 4.43% |
| BSCW | $11646420 | 567841 | 1.31% |
| CORO | $7445282 | 203423 | 0.84% |
| IALT | $4929596 | 175743 | 0.56% |
| GGOV | $3897626 | 77503 | 0.44% |
| 未知发行人 (CUSIP: 30233Q108) | $822807 | 6018 | 0.09% |
| INTC | $455473 | 3262 | 0.05% |
| EAGG | $353536 | 7457 | 0.04% |
| ESGU | $322103 | 1968 | 0.04% |
| MU | $273567 | 237 | 0.03% |
| DSI | $253027 | 1777 | 0.03% |
| STIP | $232108 | 2272 | 0.03% |
| JPM | $230568 | 704 | 0.03% |
| LLY | $227710 | 190 | 0.03% |
| SUSC | $227069 | 9808 | 0.03% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 增持 | +33K | +$29.0M |
| IUSG | 增持 | +32K | +$17.3M |
| ESN | 增持 | +375K | +$12.0M |
| SDY | 增持 | +62K | +$11.3M |
| IUSB | 增持 | +203K | +$9.4M |
| EFV | 削减 | -110K | -$8.0M |
| BSCR | 削减 | -359K | -$7.0M |
| BUFD | 削减 | -268K | -$4.5M |
| IVW | 增持 | +2K | +$4.3M |
| BSCV | 增持 | +259K | +$4.2M |
2 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| TLT | 2025年3月31日 | 29721 | $2595563000 | |
| IFRA | 2025年3月31日 | 32540 | $1506296000 | 不再跟踪 |
| SPLB | 2025年3月31日 | 12811 | $284789000 | 不再跟踪 |
| GNRC | 2025年3月31日 | 1540 | $238777000 | 66.5% |
| IJK | 2025年3月31日 | 2293 | $208502000 | 不再跟踪 |
| LNT | 2025年3月31日 | 3455 | $204310000 | 7.6% |
| OEF | 2026年3月31日 | 42654 | $14514178 | 不再跟踪 |
| IAGG | 2026年6月30日 | 88287 | $4417857 | 不再跟踪 |
| ITA | 2026年3月31日 | 18098 | $4126344 | 不再跟踪 |
| AIQ | 2025年9月30日 | 60001 | $2621444 | |
| EMB | 2026年3月31日 | 12857 | $1236870 | |
| XOM | 2026年6月30日 | 5996 | $1017287 | 21.7% |
| EFG | 2025年12月31日 | 8431 | $960135 | 不再跟踪 |
| BSJP | 2025年12月31日 | 35051 | $808285 | 不再跟踪 |
| STIP | 2025年12月31日 | 4371 | $451794 | 不再跟踪 |
| VDE | 2025年6月30日 | 3151 | $408719 | 不再跟踪 |
| SCHV | 2025年9月30日 | 13833 | $382767 | 不再跟踪 |
| NULV | 2026年6月30日 | 7248 | $329784 | 不再跟踪 |
| JEPI | 2025年9月30日 | 5801 | $329774 | 不再跟踪 |
| LAMR | 2025年9月30日 | 2588 | $314105 | 23.7% |
| TIP | 2026年3月31日 | 2739 | $301975 | 不再跟踪 |
| NUDM | 2026年6月30日 | 8061 | $291083 | 不再跟踪 |
| T | 2026年6月30日 | 9607 | $278515 | 22.6% |
| BNDX | 2025年6月30日 | 5422 | $264702 | |
| CTVA | 2025年12月31日 | 3766 | $254695 | 19.6% |
| PEP | 2025年6月30日 | 1514 | $227009 | 8.0% |
| BSCU | 2025年9月30日 | 13524 | $226934 | |
| PEP | 2026年6月30日 | 1449 | $225015 | 5.3% |
| BIV | 2025年9月30日 | 2850 | $220419 | 不再跟踪 |
| NUHY | 2025年9月30日 | 10045 | $218071 | 不再跟踪 |
| SLV | 2026年6月30日 | 3185 | $217026 | 不再跟踪 |
| CB | 2026年6月30日 | 630 | $205223 | 0.8% |
| CEG | 2025年12月31日 | 623 | $205131 | -22.8% |
| FISV | 2025年12月31日 | 1562 | $201389 | -23.3% |