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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4

26Q1 调仓2025-12-31 → 2026-03-31 · 共 92 项建仓 31增持 22减持 33清仓 6

方向

标的

Δ市值

现股数(环比)

减持

EFA ISHARES TR

-$38.4M

30,492 -93%

减持

VOO VANGUARD INDEX FDS

-$32.1M

33,200 -60%

减持

BND VANGUARD BD INDEX FDS

-$26.6M

191,478 -65%

减持

VFMF VANGUARD WELLINGTON FD

-$21.3M

58,705 -71%

减持

SCHG SCHWAB STRATEGIC TR

-$19.2M

390,790 -58%

建仓

DYNF BLACKROCK ETF TRUST

+$18.0M

309,676

建仓

JAVA J P MORGAN EXCHANGE TRADED F

+$16.0M

223,269

建仓

FBCG FIDELITY COVINGTON TRUST

+$13.1M

262,099

建仓

BAI BLACKROCK ETF TRUST

+$12.3M

372,014

建仓

BINC BLACKROCK ETF TRUST II

+$11.9M

228,579

减持

CGGR CAPITAL GROUP GROWTH ETF

-$11.8M

43,796 -86%

建仓

IEMG ISHARES INC

+$11.6M

165,905

减持

ANGL VANECK ETF TRUST

-$11.1M

194,664 -66%

建仓

FBND FIDELITY MERRIMACK STR TR

+$10.6M

233,288

建仓

PWRD TCW ETF TRUST

+$8.7M

88,819

建仓

BRTR BLACKROCK ETF TRUST II

+$7.9M

158,255

增持

IVV ISHARES TR

+$7.5M

12,865 +889%

减持

PSFF PACER FDS TR

-$7.3M

132,697 -63%

建仓

ABFL ABACUS FCF ETF TR

+$6.4M

90,033

建仓

EMOP AB ACTIVE ETFS INC

+$6.4M

145,308

建仓

EFV ISHARES TR

+$6.1M

81,829

建仓

GOVT ISHARES TR

+$4.6M

201,765

建仓

IEI ISHARES TR

+$4.6M

38,463

减持

DGRO ISHARES TR

-$4.5M

44,338 -59%

建仓

FDVV FIDELITY COVINGTON TRUST

+$4.0M

71,982

建仓

JIRE J P MORGAN EXCHANGE TRADED F

+$3.9M

51,691

建仓

TLH ISHARES TR

+$3.6M

35,394

建仓

IYG ISHARES TR

+$3.5M

41,908

建仓

EMGF ISHARES INC

+$3.1M

50,562

建仓

IYK ISHARES TR

+$3.1M

43,600

建仓

IEFA ISHARES TR

+$3.0M

33,154

建仓

ABLD ABACUS FCF ETF TR

+$2.9M

91,339

建仓

IAU ISHARES GOLD TR

+$2.2M

24,845

减持

LLY ELI LILLY & CO

-$1.7M

10,462 -1%

建仓

ITA ISHARES TR

+$1.6M

7,282

建仓

IVW ISHARES TR

+$1.4M

12,646

减持

MSFT MICROSOFT CORP

-$566.8K

4,974 -0%

减持

VB VANGUARD INDEX FDS

-$550.2K

6,618 -25%

减持

SPY SPDR S&P 500 ETF TR

-$364.7K

8,852 -1%

建仓

IYW ISHARES TR

+$327.7K

1,806

减持

AAPL APPLE INC

-$295.8K

12,575 -2%

建仓

VTI VANGUARD INDEX FDS

+$283.4K

884

清仓

MA MASTERCARD INCORPORATED

-$271.4K

0 -100%

减持

JPM JPMORGAN CHASE & CO

-$247.6K

7,773 -1%

减持

IJH ISHARES TR

-$242.7K

8,890 -30%

建仓

— EXXON MOBIL CORP

+$241.0K

1,420

清仓

ISRG INTUITIVE SURGICAL INC

-$216.9K

0 -100%

建仓

VEA VANGUARD TAX-MANAGED FDS

+$213.1K

3,326

建仓

SO SOUTHERN CO

+$212.3K

2,200

清仓

V VISA INC

-$208.0K

0 -100%

清仓

ELV ELEVANCE HEALTH INC FORMERLY

-$207.5K

0 -100%

清仓

SCHE SCHWAB STRATEGIC TR

-$206.8K

0 -100%

建仓

FALN ISHARES TR

+$205.9K

7,706

清仓

— MEDTRONIC PLC

-$200.7K

0 -100%

减持

AMZN AMAZON COM INC

-$190.4K

6,528 -3%

减持

AVGO BROADCOM INC

-$175.1K

1,634 -17%

减持

NVDA NVIDIA CORPORATION

-$165.7K

6,791 -6%

减持

GOOGL ALPHABET INC

-$164.9K

1,870 -17%

增持

AGG ISHARES TR

+$151.7K

85,947 +2%

减持

ORCL ORACLE CORP

-$109.7K

1,863 -5%

增持

MO ALTRIA GROUP INC

+$108.3K

12,609 +0%

增持

MRSH MARSH & MCLENNAN COS INC

-$101.2K

8,507 +0%

增持

SPYM SPDR SERIES TRUST

+$97.0K

19,029 +12%

增持

CRM SALESFORCE INC

-$80.7K

1,107 +2%

增持

QQQ INVESCO QQQ TR

+$76.0K

1,554 +16%

减持

DBEF DBX ETF TR

-$74.3K

19,573 -10%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$66.4K

2,423 -1%

增持

MMM 3M CO

-$61.5K

4,372 +1%

增持

NRG NRG ENERGY INC

-$47.6K

3,696 +0%

减持

SCHD SCHWAB STRATEGIC TR

+$46.7K

22,361 -4%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$46.7K

6,936 +0%

减持

DJD INVESCO EXCHANGE TRADED FD T

-$46.6K

8,129 -13%

增持

PM PHILIP MORRIS INTL INC

+$45.9K

7,832 +1%

增持

MDLZ MONDELEZ INTL INC

+$45.0K

11,521 +0%

减持

SCHX SCHWAB STRATEGIC TR

-$38.6K

10,431 -8%

增持

QUAL ISHARES TR

-$36.8K

5,621 +0%

减持

PG PROCTER AND GAMBLE CO

-$35.4K

2,726 -9%

增持

HDV ISHARES TR

+$33.7K

1,732 +5%

增持

SCHA SCHWAB STRATEGIC TR

+$30.4K

28,588 +2%

减持

MAS MASCO CORP

-$26.2K

3,765 -6%

增持

IWF ISHARES TR

-$25.7K

551 +0%

减持

CTVA CORTEVA INC

+$24.4K

5,122 -15%

增持

TSLA TESLA INC

-$18.6K

832 +14%

减持

IWM ISHARES TR

-$18.5K

1,024 -7%

减持

PEP PEPSICO INC

+$17.7K

2,723 -4%

减持

PSMR PACER FDS TR

+$14.4K

43,827 -1%

增持

ABBV ABBVIE INC

-$11.0K

1,084 +0%

增持

KMB KIMBERLY-CLARK CORP

-$10.7K

2,443 +0%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$3.5K

2,843 +3%

减持

CSCO CISCO SYS INC

+$1.9K

3,863 -0%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$1.9K

23,913 +1%

增持

SPSB SPDR SERIES TRUST

-$90

7,026 +0%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。