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Legacy CG, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Legacy CG, LLC

报告期 2026-03-31 · CIK 0001904825

持仓数

45

前50大市值合计

$360.0M

报告期

2026-03-31

当前持仓调仓

前 45 大持仓

标的

类型

市值

股数

占比*

BBEU J P MORGAN EXCHANGE TRADED F

BETABUILDERS EUR

$31.2M

431,203

8.7%

BKGI BNY MELLON ETF TRUST

GLOBAL INFRASCTR

$19.4M

435,775

5.4%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$19.2M

379,800

5.3%

AOCT INNOVATOR ETFS TRUST

EQUITY DEF PRO 2

$17.8M

672,374

4.9%

HEGD LISTED FDS TR

SWAN HEDGED EQTY

$17.0M

686,712

4.7%

DMBS DOUBLELINE ETF TRUST

MORTGAGE ETF

$16.5M

334,150

4.6%

TJUL INNOVATOR ETFS TRUST

EQUITY DEF PROTN

$16.2M

551,992

4.5%

FLCO FRANKLIN TEMPLETON ETF TR

INVT GRADE CORPT

$15.7M

733,605

4.4%

FLMI FRANKLIN TEMPLETON ETF TR

FRANKLIN DYN MUN

$15.7M

633,482

4.4%

FEGE RBB FUND TRUST

FIRST EAGLE GBL

$13.5M

286,244

3.7%

AMZN AMAZON COM INC

COM

$9.7M

46,532

2.7%

XTWO BONDBLOXX ETF TRUST

BLOOMBERG TWO YR

$9.5M

192,218

2.6%

GOOG ALPHABET INC

CAP STK CL C

$8.5M

29,720

2.4%

CARY ANGEL OAK FUNDS TRUST

INCOME ETF

$8.2M

394,432

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$8.0M

16,591

2.2%

FPEI FIRST TR EXCH TRADED FD III

INSTL PFD SECS

$7.9M

415,652

2.2%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$7.8M

97,363

2.2%

NVDA NVIDIA CORPORATION

COM

$7.1M

40,607

2.0%

WMT WALMART INC

COM

$6.9M

55,819

1.9%

AVGO BROADCOM INC

COM

$6.7M

21,757

1.9%

WELL WELLTOWER INC

COM

$6.5M

32,658

1.8%

MSI MOTOROLA SOLUTIONS INC

COM NEW

$6.2M

14,303

1.7%

DVN DEVON ENERGY CORP NEW

COM

$6.1M

121,314

1.7%

ABBV ABBVIE INC

COM

$6.1M

27,903

1.7%

HLT HILTON WORLDWIDE HLDGS INC

COM

$5.8M

18,936

1.6%

MSFT MICROSOFT CORP

COM

$5.7M

15,494

1.6%

CVS CVS HEALTH CORP

COM

$5.7M

79,832

1.6%

V VISA INC

COM CL A

$5.6M

18,380

1.5%

JPM JPMORGAN CHASE & CO

COM

$5.5M

18,690

1.5%

AAPL APPLE INC

COM

$5.0M

19,744

1.4%

NEE NEXTERA ENERGY INC

COM

$4.8M

51,375

1.3%

— JOHNSON CONTROLS INTERNATION

SHS

$4.7M

36,244

1.3%

NUE NUCOR CORP

COM

$4.7M

27,510

1.3%

ORCL ORACLE CORP

COM

$4.4M

29,999

1.2%

META META PLATFORMS INC

CL A

$4.3M

7,586

1.2%

PEP PEPSICO INC

COM

$4.0M

25,975

1.1%

USMC PRINCIPAL EXCHANGE TRADED FD

US MEGA CP ETF

$4.0M

62,166

1.1%

UBER UBER TECHNOLOGIES INC

COM

$3.9M

54,125

1.1%

QGRO AMERICAN CENTY ETF TR

US QUALITY GROW

$1.7M

16,214

0.5%

XONE BONDBLOXX ETF TRUST

BLOOMBERG ONE YR

$1.2M

24,297

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$560.5K

1,747

0.2%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$313.8K

4,910

0.1%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$297.2K

8,861

0.1%

AFL AFLAC INC

COM

$252.8K

2,304

0.1%

— EXXON MOBIL CORP

COM

$227.7K

1,342

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

BBEU8.7%BKGI5.4%JPST5.3%AOCT4.9%HEGD4.7%DMBS4.6%