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

Storen Legacy Partners, LLC

报告期 2026-03-31 · CIK 0002116061

持仓数

102

前50大市值合计

$296.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$19.8M

33,200

6.7%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$18.0M

309,676

6.1%

JAVA J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF

$16.0M

223,269

5.4%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$14.1M

191,478

4.8%

FBCG FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH

$13.1M

262,099

4.4%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$12.3M

372,014

4.1%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$11.9M

228,579

4.0%

IEMG ISHARES INC

CORE MSCI EMKT

$11.6M

165,905

3.9%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$11.4M

390,790

3.8%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$10.6M

233,288

3.6%

LLY ELI LILLY & CO

COM

$9.6M

10,462

3.2%

VFMF VANGUARD WELLINGTON FD

US MULTIFACTOR

$9.1M

58,705

3.1%

PWRD TCW ETF TRUST

TRANSFORM SYSTEM

$8.7M

88,819

2.9%

AGG ISHARES TR

CORE US AGGBD ET

$8.5M

85,947

2.9%

IVV ISHARES TR

CORE S&P500 ETF

$8.4M

12,865

2.8%

BRTR BLACKROCK ETF TRUST II

ISHARES TOTAL RE

$7.9M

158,255

2.7%

ABFL ABACUS FCF ETF TR

ABACUS FCF LEADE

$6.4M

90,033

2.2%

EMOP AB ACTIVE ETFS INC

EMERGING MKTS OP

$6.4M

145,308

2.1%

EFV ISHARES TR

EAFE VALUE ETF

$6.1M

81,829

2.1%

SPY SPDR S&P 500 ETF TR

TR UNIT

$5.8M

8,852

1.9%

ANGL VANECK ETF TRUST

FALLEN ANGEL HG

$5.6M

194,664

1.9%

GOVT ISHARES TR

US TREAS BD ETF

$4.6M

201,765

1.6%

IEI ISHARES TR

3 7 YR TREAS BD

$4.6M

38,463

1.5%

PSFF PACER FDS TR

SWAN SOS FD OF

$4.3M

132,697

1.4%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$4.0M

71,982

1.3%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$3.9M

51,691

1.3%

TLH ISHARES TR

10-20 YR TRS ETF

$3.6M

35,394

1.2%

IYG ISHARES TR

U.S. FIN SVC ETF

$3.5M

41,908

1.2%

AAPL APPLE INC

COM

$3.2M

12,575

1.1%

DGRO ISHARES TR

CORE DIV GRWTH

$3.1M

44,338

1.0%

EMGF ISHARES INC

EMNG MKTS EQT

$3.1M

50,562

1.0%

IYK ISHARES TR

US CONSM STAPLES

$3.1M

43,600

1.0%

IEFA ISHARES TR

CORE MSCI EAFE

$3.0M

33,154

1.0%

EFA ISHARES TR

MSCI EAFE ETF

$3.0M

30,492

1.0%

ABLD ABACUS FCF ETF TR

ABACUS FCF REAL

$2.9M

91,339

1.0%

DHR DANAHER CORPORATION

COM

$2.8M

14,674

0.9%

JPM JPMORGAN CHASE & CO

COM

$2.3M

7,773

0.8%

IAU ISHARES GOLD TR

ISHARES NEW

$2.2M

24,845

0.7%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$1.9M

23,913

0.6%

MSFT MICROSOFT CORP

COM

$1.8M

4,974

0.6%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$1.8M

43,796

0.6%

VB VANGUARD INDEX FDS

SMALL CP ETF

$1.7M

6,618

0.6%

ITA ISHARES TR

US AER DEF ETF

$1.6M

7,282

0.5%

MRSH MARSH & MCLENNAN COS INC

COM

$1.5M

8,507

0.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.5M

19,029

0.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.4M

12,646

0.5%

AMZN AMAZON COM INC

COM

$1.4M

6,528

0.5%

PSMR PACER FDS TR

SWAN SOS MODERAT

$1.3M

43,827

0.4%

PM PHILIP MORRIS INTL INC

COM

$1.3M

7,832

0.4%

NVDA NVIDIA CORPORATION

COM

$1.2M

6,791

0.4%

* 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

31%前 6 大占比

VOO6.7%DYNF6.1%JAVA5.4%BND4.8%FBCG4.4%BAI4.1%