Legacy Financial Group LLC 13F 持仓 · 2026年Q2
Legacy Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 8.88 亿美元。前几大持仓：IUSG（7.89%）、IVV（6.29%）、SDY（6.06%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $70.1M | 7.89% | 372,777 | 增持 |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $55.9M | 6.29% | 74,646 | 增持 |
| 3 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | $53.8M | 6.06% | 353,819 | 增持 |
| 4 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | $51.7M | 5.82% | 1.7M | 减持 |
| 5 | ESN | ESSENTIAL 40 STOCK ETF | $45.2M | 5.09% | 2.3M | 增持 |
| 6 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $41.7M | 4.70% | 137,688 | 减持 |
| 7 | BUFR | FT VEST LADDERED BUFFER ETF | $39.4M | 4.43% | 1.1M | 新建仓 |
| 8 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $35.1M | 3.96% | 761,427 | 增持 |
| 9 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $26.2M | 2.95% | 255,720 | 减持 |
| 10 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $25.6M | 2.88% | 488,882 | 减持 |
| 11 | IVW | ISHARES S&P 500 GROWTH ETF | $22.6M | 2.54% | 164,287 | 增持 |
| 12 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $21.0M | 2.36% | 308,358 | 增持 |
| 13 | BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $19.4M | 2.18% | 916,872 | 增持 |
| 14 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $19.2M | 2.16% | 942,654 | 增持 |
| 15 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $18.7M | 2.11% | 441,195 | 增持 |
| 16 | IVE | ISHARES S&P 500 VALUE ETF | $18.5M | 2.08% | 81,347 | 减持 |
| 17 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $17.7M | 1.99% | 332,517 | 增持 |
| 18 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $17.2M | 1.93% | 207,613 | 增持 |
| 19 | BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $16.6M | 1.87% | 645,037 | 增持 |
| 20 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $14.6M | 1.64% | 239,484 | 减持 |
| 21 | BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $13.9M | 1.56% | 846,268 | 增持 |
| 22 | BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $11.6M | 1.31% | 567,841 | 新建仓 |
| 23 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $11.1M | 1.25% | 567,953 | 减持 |
| 24 | EFG | ISHARES MSCI EAFE GROWTH ETF | $10.9M | 1.23% | 87,986 | 增持 |
| 25 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $10.7M | 1.21% | 203,565 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR