LEGACY SOLUTIONS, LLC
CIK 2053314 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $123.6M
- 持仓
- 88
- 截至
- 2026年6月30日
按 13F 价值排名第 7958（共 9443） · 前 84.3%
投资组合价值同比（季度）：+14.5% 13F不披露现金
- 前十大持仓权重
- 58.93%
- 前二十五大持仓权重
- 78.65%
- 持仓高于 1%
- 22
- 有效持仓数量
- 18.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.29% 估计买入 $8929987 · 卖出 $3807315
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 89.8% 仍持有
- 新仓位
- 11
- 增加
- 39
- 减少
- 17
- 已结清
- 7
本页内容
行业细分
Technology
4.5%
Financial Services
1.4%
Utilities
1.3%
Communication Services
0.9%
Industrials
0.9%
Retail
0.7%
Energy
0.7%
Financials
0.6%
Consumer products
0.4%
Communications
0.3%
Consumer Discretionary
0.2%
Materials
0.2%
其他/未映射
87.9%
完整投资组合 88 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $20375858 | 16.49% | 231860 | $3166660 | 上涨 ×2 | ||
| SPDW | $9927865 | 8.03% | 197021 | $1005996 | 上涨 ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $8361308 | 6.77% | 44454 | $1459185 | 下跌 ×4 | ||
| CGGR | $8045282 | 6.51% | 170451 | $1518540 | 上涨 ×2 | ||
| IUSV iShares Core S&P U.S. Value ETF | $7833844 | 6.34% | 71120 | $607552 | 上涨 ×1 | ||
| IVOO | $4816830 | 3.90% | 36939 | $613152 | 上涨 ×1 | ||
| SPSM | $4309963 | 3.49% | 74735 | $707273 | 上涨 ×1 | ||
| SPEM | $3395843 | 2.75% | 65582 | $298359 | 下跌 ×2 | ||
| HTRB | $3049635 | 2.47% | 90400 | $310194 | 上涨 ×6 | ||
| FBND | $2709596 | 2.19% | 59565 | $194768 | 上涨 ×6 | ||
| SPAB | $2619530 | 2.12% | 102646 | $185102 | 上涨 ×6 | ||
| MINT | $2129691 | 1.72% | 21126 | $166807 | 上涨 ×4 | ||
| VUSB | $2123663 | 1.72% | 42661 | $-31779 | 下跌 ×1 | ||
| GSY | $1988987 | 1.61% | 39661 | $182186 | 上涨 ×4 | ||
| VTI | $1691989 | 1.37% | 4572 | 上涨 ×1 | |||
| FMB First Trust Managed Municipal ETF | $1663229 | 1.35% | 32379 | $57521 | 上涨 ×4 | ||
| ITOT | $1554446 | 1.26% | 9463 | $496853 | 上涨 ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $1519337 | 1.23% | 7593 | $255226 | 上涨 ×5 | ||
| MOAT | $1459568 | 1.18% | 14040 | $-3081115 | 下跌 ×6 | ||
| AAPL Apple Inc. - Common Stock | $1412160 | 1.14% | 4880 | $165195 | 下跌 ×1 | ||
| BSV | $1406500 | 1.14% | 18053 | $131655 | 上涨 ×6 | ||
| GLD | $1381425 | 1.12% | 3750 | $-232163 | |||
| QLTY | $1140138 | 0.92% | 27394 | 上涨 ×1 | |||
| FSEP | $1138724 | 0.92% | 20674 | $-23295 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1137831 | 0.92% | 3012 | $203799 | 下跌 ×4 | ||
| IVV | $1071614 | 0.87% | 1431 | $366276 | 上涨 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $987985 | 0.80% | 3261 | $213106 | |||
| QQQ Invesco QQQ Trust, Series 1 | $921183 | 0.75% | 1251 | $189938 | 下跌 ×4 | ||
| FAUG | $908205 | 0.73% | 16073 | $75897 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $848938 | 0.69% | 2376 | $214513 | 上涨 ×1 | ||
| BUFR | $833140 | 0.67% | 22807 | $394366 | 上涨 ×2 | ||
| GLDM | $778554 | 0.63% | 9803 | $-130086 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $742626 | 0.60% | 2990 | $-92611 | 下跌 ×2 | ||
| SHM | $735504 | 0.60% | 15334 | $15463 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $729627 | 0.59% | 1956 | $60112 | 上涨 ×1 | ||
| MTUM | $658919 | 0.53% | 1922 | $197658 | |||
| SPY SPY | $639223 | 0.52% | 856 | $82849 | |||
| MS Morgan Stanley Common Stock | $573477 | 0.46% | 2743 | $128178 | 上涨 ×1 | ||
| EXC Exelon Corporation - Common Stock | $572400 | 0.46% | 12278 | $-29271 | 上涨 ×1 | ||
| DSEP | $526062 | 0.43% | 11089 | $38572 | |||
| C Citigroup, Inc. Common Stock | $507380 | 0.41% | 3625 | $90880 | 下跌 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $500268 | 0.40% | 495 | $89356 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $470960 | 0.38% | 1976 | $55878 | 下跌 ×2 | ||
| FJUN | $470308 | 0.38% | 7845 | $-63250 | 下跌 ×2 | ||
| FDEC | $443636 | 0.36% | 8145 | $38667 | |||
| QSPT | $443304 | 0.36% | 12724 | $53755 | |||
| JCI Johnson Controls International plc Ordinary Share | $442275 | 0.36% | 3027 | $46806 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $437952 | 0.35% | 2308 | $-45605 | 下跌 ×2 | ||
| FMAY | $423973 | 0.34% | 7544 | $25649 | |||
| WMT Walmart Inc. - Common Stock | $406450 | 0.33% | 3589 | $-43693 | 下跌 ×4 | ||
| FMAR | $398796 | 0.32% | 7631 | $28769 | |||
| V Visa Inc. | $392512 | 0.32% | 1144 | $53070 | 上涨 ×1 | ||
| FOCT | $389979 | 0.32% | 7458 | $34382 | |||
| MSI Motorola Solutions, Inc. Common Stock | $341525 | 0.28% | 822 | $-15409 | |||
| FAPR | $338024 | 0.27% | 7232 | 上涨 ×1 | |||
| COP ConocoPhillips Common Stock | $323533 | 0.26% | 3112 | $-89195 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $320958 | 0.26% | 2348 | $-74953 | 上涨 ×2 | ||
| GMAR | $317510 | 0.26% | 7177 | $18301 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $303577 | 0.25% | 2219 | $14397 | 上涨 ×3 | ||
| IWF | $297835 | 0.24% | 2399 | $28186 | 上涨 ×1 | ||
| QJUN | $296708 | 0.24% | 8782 | $22314 | |||
| TSLA Tesla, Inc. - Common Stock | $293999 | 0.24% | 699 | $40837 | 上涨 ×1 | ||
| IJH | $292369 | 0.24% | 3792 | $77425 | 上涨 ×1 | ||
| ARKK | $287073 | 0.23% | 3552 | $56253 | 上涨 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $282785 | 0.23% | 1928 | $14547 | 上涨 ×1 | ||
| SCHV | $278764 | 0.23% | 8008 | $40916 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $270305 | 0.22% | 566 | 上涨 ×1 | |||
| BRKB | $267208 | 0.22% | 534 | $30962 | 上涨 ×1 | ||
| GSEP | $264192 | 0.21% | 6450 | $18382 | |||
| JTEK JPMorgan U.S. Tech Leaders ETF | $255676 | 0.21% | 2292 | 上涨 ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $251401 | 0.20% | 865 | $-43818 | 上涨 ×1 | ||
| FNOV | $246886 | 0.20% | 4221 | $21503 | |||
| YSEP | $246621 | 0.20% | 8955 | $12265 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $244791 | 0.20% | 835 | $9614 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $244038 | 0.20% | 433 | $-8957 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $241149 | 0.20% | 737 | $35270 | 上涨 ×1 | ||
| FJUL | $240482 | 0.19% | 4039 | $9454 | 下跌 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $229704 | 0.19% | 199 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $228758 | 0.19% | 813 | ||||
| USMV | $226676 | 0.18% | 2350 | $8771 | |||
| SPGI S&P Global Inc. Common Stock | $225183 | 0.18% | 553 | $6326 | 上涨 ×1 | ||
| IEFA | $223403 | 0.18% | 2313 | 上涨 ×1 | |||
| AKRE | $211217 | 0.17% | 3971 | $1350 | |||
| VUG | $210168 | 0.17% | 2440 | 上涨 ×1 | |||
| MEAR | $210085 | 0.17% | 4170 | $167 | |||
| DHI D.R. Horton, Inc. Common Stock | $207400 | 0.17% | 1273 | ||||
| QDEC | $205719 | 0.17% | 5777 | ||||
| EOG EOG Resources, Inc. Common Stock | $203762 | 0.16% | 1571 | $-21861 | 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 |
|---|---|---|---|
| HTRB | $3049635 | 2.47% | 上涨 ×6 |
| FBND | $2709596 | 2.19% | 上涨 ×6 |
| SPAB | $2619530 | 2.12% | 上涨 ×6 |
| MINT | $2129691 | 1.72% | 上涨 ×4 |
| GSY | $1988987 | 1.61% | 上涨 ×4 |
| FMB | $1663229 | 1.35% | 上涨 ×4 |
| ITOT | $1554446 | 1.26% | 上涨 ×4 |
| NVDA | $1519337 | 1.23% | 上涨 ×5 |
| BSV | $1406500 | 1.14% | 上涨 ×6 |
| SHM | $735504 | 0.60% | 上涨 ×4 |
| AEP | $303577 | 0.25% | 上涨 ×3 |
| ARKK | $287073 | 0.23% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
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 |
|---|---|---|---|---|
| FSK | 2026年3月31日 | 49056 | $726526 | 16.9% |
| SCHD | 2025年9月30日 | 13534 | $358643 | 不再跟踪 |
| DHI | 2026年3月31日 | 2444 | $351953 | 8.1% |
| VSMV | 2025年9月30日 | 6230 | $307040 | |
| COWZ | 2025年6月30日 | 4865 | $266399 | 不再跟踪 |
| IBM | 2026年3月31日 | 827 | $245028 | -3.6% |
| ABT | 2026年3月31日 | 1895 | $237405 | 11.4% |
| BDX | 2025年6月30日 | 1004 | $230045 | 39.4% |
| BDX | 2026年3月31日 | 1172 | $227372 | 20.1% |
| AMT | 2025年9月30日 | 949 | $209729 | -8.1% |
| TSLA | 2025年3月31日 | 512 | $206766 | 34.6% |
| MDT | 2026年3月31日 | 2147 | $206241 | 6.3% |
| ZTS | 2025年12月31日 | 1390 | $203454 | -39.1% |
| QDEC | 2026年3月31日 | 6237 | $202890 | 不再跟踪 |
| BRKB | 2025年12月31日 | 403 | $202604 | 不再跟踪 |
| CMCSA | 2025年9月30日 | 5644 | $201424 | -15.8% |