Legacy Financial Strategies, LLC 13F 持仓 · 2026年Q2
Legacy Financial Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 152 只证券，申报市值合计 6.46 亿美元。前几大持仓：SCHG（15.39%）、SCHB（11.96%）、AGG（7.03%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $99.4M | 15.39% | 2.9M | 增持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $77.2M | 11.96% | 2.7M | 增持 |
| 3 | AGG | ISHARES TR | $45.4M | 7.03% | 458,378 | 减持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $44.4M | 6.88% | 487,176 | 增持 |
| 5 | AVDE | AMERICAN CENTY ETF TR | $43.1M | 6.68% | 483,677 | 增持 |
| 6 | IGM | ISHARES TR | $41.8M | 6.48% | 255,742 | 减持 |
| 7 | DGRO | ISHARES TR | $31.7M | 4.91% | 418,414 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $19.9M | 3.08% | 53,791 | 增持 |
| 9 | SDSI | AMERICAN CENTY ETF TR | $17.0M | 2.63% | 330,104 | 增持 |
| 10 | SCHD | SCHWAB STRATEGIC TR | $13.9M | 2.15% | 437,276 | 增持 |
| 11 | SMH | VANECK ETF TRUST | $12.4M | 1.92% | 18,874 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $10.8M | 1.68% | 54,201 | 增持 |
| 13 | AAPL | APPLE INC | $9.3M | 1.43% | 31,984 | 增持 |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $7.8M | 1.21% | 48,495 | 增持 |
| 15 | MUB | ISHARES TR | $7.8M | 1.20% | 72,042 | 减持 |
| 16 | CAT | CATERPILLAR INC | $7.0M | 1.08% | 6,554 | 减持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 0.99% | 8,552 | 减持 |
| 18 | IJR | ISHARES TR | $5.8M | 0.90% | 39,253 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $5.1M | 0.78% | 7,360 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.8M | 0.75% | 9,679 | 减持 |
| 21 | AFL | AFLAC INC | $3.7M | 0.57% | 31,197 | 减持 |
| 22 | WMT | WALMART INC | $3.7M | 0.57% | 32,751 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $3.6M | 0.56% | 9,638 | 减持 |
| 24 | CINF | CINCINNATI FINL CORP | $3.4M | 0.52% | 18,238 | 减持 |
| 25 | LIN | LINDE PLC | $3.3M | 0.51% | 6,369 | 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