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

Family Legacy Financial Solutions, LLC

报告期 2026-03-31 · CIK 0002076068

持仓数

44

前50大市值合计

$123.7M

报告期

2026-03-31

当前持仓调仓

前 44 大持仓

标的

类型

市值

股数

占比*

SCHX SCHWAB U.S. LARGE-CAP ETF

ETF

$18.7M

725,397

15.2%

AMD ADVANCED MICRO DEVIC

Equity

$12.2M

59,760

9.8%

USFR WISDOMTREE FLOATING RATE TREASURY FUND

ETF

$10.6M

210,687

8.6%

SCHM SCHWAB U.S. MID-CAP ETF

ETF

$9.9M

317,723

8.0%

LLY ELI LILLY & CO COM

Stock

$8.3M

8,664

6.7%

STIP ISHARES 0-5 YEAR TIPS BOND ETF

ETF

$6.9M

66,627

5.6%

SCHA SCHWAB U.S. SMALL-CAP ETF

ETF

$6.4M

217,140

5.2%

RVTY REVVITY INC

Equity

$4.7M

54,208

3.8%

DHR DANAHER CORPORATION COM

Equity

$4.4M

23,009

3.5%

PANW PALO ALTO NETWORKS INC COM

Stock

$4.0M

25,120

3.3%

SCHF SCHWAB INTERNATIONAL EQUITY ETF

ETF

$3.7M

146,851

3.0%

SYK STRYKER CORP

Equity

$3.6M

10,946

2.9%

QQQM INVESCO NASDAQ 100 ETF

ETF

$2.9M

11,916

2.3%

NVDA NVIDIA CORPORATION COM

Stock

$2.8M

15,699

2.2%

ADI ANALOG DEVICES INC

Equity

$2.1M

9,184

1.7%

WM WASTE MGMT INC DEL COM

Stock

$1.8M

7,788

1.5%

MSFT MICROSOFT CORP COM

Stock

$1.5M

4,127

1.2%

DOV DOVER CORP COM

Stock

$1.5M

7,234

1.2%

META META PLATFORMS INC CL A

Stock

$1.5M

2,571

1.2%

MRVL MARVELL TECHNOLOGY INC COM

Stock

$1.4M

12,837

1.1%

DOCS DOXIMITY INC CL A

Stock

$1.3M

57,526

1.1%

COST COSTCO WHOLESALE CORPORATION COM

Stock

$1.3M

1,321

1.1%

CARR CARRIER GLOBAL CORPORATION COM

Stock

$1.1M

18,619

0.9%

ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL

ETF

$961.8K

36,850

0.8%

D DOMINION ENERGY INC COM

Stock

$923.6K

14,884

0.7%

TSLA TESLA INC COM

Stock

$921.9K

2,418

0.7%

FTV FORTIVE CORP DISC

Equity

$877.8K

13,860

0.7%

CMI CUMMINS INC COM

Stock

$768.6K

1,397

0.6%

VLTO VERALTO CORP COM SHS

Stock

$733.2K

8,325

0.6%

SPY STATE STREET SPDR S&P 500 ETF

ETF

$698.8K

1,066

0.6%

SWKS SKYWORKS SOLUTIONS INC

Equity

$631.5K

11,792

0.5%

LUMN LUMENTUM HLDGS INC

Equity

$586.1K

834

0.5%

UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER

ETF

$542.1K

13,900

0.4%

IVV ISHARES CORE S&P 500 ETF

ETF

$521.3K

792

0.4%

AAPL APPLE INC COM

Stock

$443.9K

1,736

0.4%

IUSG ISHARES CORE S&P U.S. GROWTH ETF

ETF

$354.6K

2,255

0.3%

ABBV ABBVIE INC COM

Stock

$336.9K

1,566

0.3%

RDDT REDDIT INC CL A

Stock

$323.6K

2,376

0.3%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$311.0K

650

0.3%

— LINDE PLC SHS

Stock

$296.1K

599

0.2%

ED CONSOLIDATED EDISON INC COM

Stock

$274.3K

2,408

0.2%

VRT VERTIV HOLDINGS CO COM CL A

Stock

$269.6K

529,519

0.2%

ZJUN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE

ETF

$242.6K

9,000

0.2%

DUK DUKE ENERGY CORP NEW COM NEW

Stock

$234.0K

1,787

0.2%

* 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

54%前 6 大占比

SCHX15.2%AMD9.8%USFR8.6%SCHM8.0%LLY6.7%STIP5.6%