CIK: 0002076068
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 48
Family Legacy Financial Solutions, LLC在最新一期 13F 报告中披露了 48 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 25.6%。
Family Legacy Financial Solutions, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.065——换算下来相当于约 15 个等权重仓位，明显低于其实际披露的 48 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.38），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 50%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 USFR
-35.3% -US$577.8万
加仓 SCHM
+18.1% US$183.7万
加仓 PANW
+122.4% US$195.5万
加仓 STIP
+23.6% US$135.2万
减仓 DHR
-8.0% -US$152.4万
加仓 SCHF
+31.3% US$100.4万
仅显示前 44 大持股（共 48 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 15.22% | +0.29% | +1.30% | |
| 2 | AMD | Advanced Micro Devices | 股票-科技 | 9.87% | -0.85% | -0.15% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 8.61% | -4.06% | -35.29% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.06% | +1.79% | +18.07% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 6.72% | -0.27% | +0.65% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.58% | +1.30% | +23.61% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 5.18% | +0.57% | +4.18% | |
| 8 | RVTY | Revvity INC | 股票-医疗保健 | 3.86% | -0.83% | — | |
| 9 | DHR | Danaher CORP | 股票-医疗保健 | 3.54% | -1.01% | -7.98% | |
| 10 | PANW | Palo Alto Networks INC | 股票-科技 | 3.28% | +1.66% | +122.44% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.00% | +0.91% | +31.33% | |
| 12 | SYK | Stryker CORP | 股票-医疗保健 | 2.92% | -0.13% | — | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.33% | +2.32% | NEW | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | +0.18% | +9.88% | |
| 15 | ADI | Analog Devices INC | 股票-科技 | 1.69% | +0.90% | +168.38% | |
| 16 | WM | Waste Management INC | 股票-工业 | 1.46% | +0.21% | +6.31% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | +0.20% | +50.07% | |
| 18 | DOV | Dover CORP | 股票-工业 | 1.22% | +0.36% | +27.61% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | +0.52% | +87.12% | |
| 20 | MRVL | Marvell Technology INC | 股票-科技 | 1.11% | +0.01% | -24.35% | |
| 21 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 1.07% | -0.08% | +69.85% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.07% | +0.10% | -8.39% | |
| 23 | CARR | Carrier Global CORP | 股票-工业 | 0.86% | +0.09% | -1.81% | |
| 24 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | ETF-其他 | 0.78% | -0.38% | -37.04% | |
| 25 | D | Dominion Energy INC | 股票-公用事业 | 0.75% | +0.35% | +67.63% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | +0.21% | +50.19% | |
| 27 | FTV | Fortive CORP | 股票-科技 | 0.71% | +0.02% | — | |
| 28 | CMI | Cummins INC | 股票-工业 | 0.62% | -0.24% | -36.24% | |
| 29 | VLTO | Veralto CORP | 股票-工业 | 0.60% | -0.16% | -13.27% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | -0.50% | -47.20% | |
| 31 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.51% | -0.01% | — | |
| 32 | UDEC | Innovator U.s. Equity Ultra | ETF-其他 | 0.44% | — | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | — | — | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.36% | -0.21% | -35.68% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.29% | -0.02% | -5.41% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.27% | -0.01% | — | |
| 37 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.26% | +0.03% | +84.62% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | -0.31% | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.24% | -0.34% | -65.85% | |
| 40 | ED | Consolidated Edison INC | 股票-公用事业 | 0.22% | — | -17.93% | |
| 41 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.22% | +0.10% | +52746.21% | |
| 42 | ZJUN | Innova Eqty Def Prot 1yr Jun | ETF-其他 | 0.20% | — | — | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.19% | -0.03% | -27.27% | |
| 44 | LUMN | Lumen Technologies INC | 股票-通信服务 | — | +0.25% | — |
Q3 2026表现
+5.9%
近4个季度表现
+27%
基于可获取价格的持仓（占申报价值的72%）计算
Family Legacy Financial Solutions, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco Nasdaq 100 ETF (QQQM); 清仓: Sap Se-sponsored Adr (SAP); 清仓: Ishares Tips Bond ETF (TIP); 清仓: Johnson & Johnson (JNJ); 清仓: Ford Motor Co (F).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHM | Schwab US Mid Cap ETF | +1.8% | +18.07% | 加仓 |
| 2 | PANW | Palo Alto Networks INC | +1.7% | +122.44% | 加仓 |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +1.3% | +23.61% | 加仓 |
| 4 | SCHF | Schwab Intl Equity ETF | +0.9% | +31.33% | 加仓 |
| 5 | ADI | Analog Devices INC | +0.9% | +168.38% | 加仓 |
| 6 | SCHA | Schwab US Small-cap ETF | +0.6% | +4.18% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +87.12% | 加仓 |
| 8 | DOV | Dover CORP | +0.4% | +27.61% | 加仓 |
| 9 | D | Dominion Energy INC | +0.4% | +67.63% | 加仓 |
| 10 | SCHX | Schwab US Large-cap ETF | +0.3% | +1.30% | 加仓 |
| 11 | LUMN | Lumen Technologies INC | +0.3% | — | 不变 |
| 12 | TSLA | Tesla INC | +0.2% | +50.19% | 加仓 |
| 13 | WM | Waste Management INC | +0.2% | +6.31% | 加仓 |
| 14 | MSFT | Microsoft CORP | +0.2% | +50.07% | 加仓 |
| 15 | NVDA | Nvidia CORP | +0.2% | +9.88% | 加仓 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +52746.21% | 加仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -8.39% | 减仓 |
| 18 | CARR | Carrier Global CORP | +0.1% | -1.81% | 减仓 |
| 19 | RDDT | Reddit Inc-cl A | 0% | +84.62% | 加仓 |
| 20 | FTV | Fortive CORP | 0% | — | 不变 |
| 21 | MRVL | Marvell Technology INC | 0% | -24.35% | 减仓 |
| 22 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 23 | SWKS | Skyworks Solutions INC | 0% | — | 不变 |
| 24 | ABBV | Abbvie INC | 0% | — | 不变 |
| 25 | IUSG | Ishares Core S&p U.s. Growth | 0% | -5.41% | 减仓 |
| 26 | DUK | Duke Energy CORP | 0% | -27.27% | 减仓 |
| 27 | DOCS | Doximity Inc-class A | -0.1% | +69.85% | 加仓 |
| 28 | SYK | Stryker CORP | -0.1% | — | 不变 |
| 29 | VLTO | Veralto CORP | -0.2% | -13.27% | 减仓 |
| 30 | AAPL | Apple INC | -0.2% | -35.68% | 减仓 |
| 31 | CMI | Cummins INC | -0.2% | -36.24% | 减仓 |
| 32 | LLY | Eli Lilly & Co | -0.3% | +0.65% | 加仓 |
| 33 | LIN | Linde plc | -0.3% | -65.85% | 减仓 |
| 34 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | -0.4% | -37.04% | 减仓 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -47.20% | 减仓 |
| 36 | RVTY | Revvity INC | -0.8% | — | 不变 |
| 37 | AMD | Advanced Micro Devices | -0.9% | -0.15% | 减仓 |
| 38 | DHR | Danaher CORP | -1% | -7.98% | 减仓 |
| 39 | USFR | Wisdomtree Floating Rate Tre | -4.1% | -35.29% | 减仓 |
| 40 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建仓 |
| 41 | SAP | Sap Se-sponsored Adr | — | EXIT | 清仓 |
| 42 | TIP | Ishares Tips Bond ETF | — | EXIT | 清仓 |
| 43 | JNJ | Johnson & Johnson | — | EXIT | 清仓 |
| 44 | F | Ford Motor Co | — | EXIT | 清仓 |
| 45 | LMT | Lockheed Martin CORP | — | EXIT | 清仓 |
| 46 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 47 | HO1 | Hologic INC | — | EXIT | 清仓 |
| 48 | UHS | Universal Health Services-b | — | EXIT | 清仓 |
| 49 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 50 | TECH | Bio-techne CORP | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-20 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-10 | 13F-HR | 在 EDGAR 上查看 |
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