Legacy Advisory Services, LLC
CIK 2068847 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $142.1M
- Posisi
- 54
- Per tanggal
- 30 Juni 2026
#7.568 dari 9.443 berdasarkan nilai 13F · top 80.1%
Nilai portofolio QoQ: +8.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 77,19%
- Bobot 25 kepemilikan teratas
- 92,98%
- Posisi di atas 1%
- 17
- Jumlah posisi efektif
- 12,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,7% Perkiraan pembelian $6.394.352 · penjualan $5.056.348
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 65,9% masih dipegang
- Posisi baru
- 8
- Meningkat
- 22
- Menurun
- 21
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,7%
Industrials
1,2%
Consumer Discretionary
0,8%
Healthcare
0,8%
Retail
0,7%
Financials
0,6%
Communication Services
0,4%
Utilities
0,2%
Energy
0,2%
Real Estate
0,2%
Packaging
0,1%
Lainnya/Tidak terpetakan
92,0%
Portofolio lengkap 54 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SHV iShares 0-1 Year Treasury Bond ETF | $23.102.797 | 16,26% | 209.359 | $-2.143.107 | Turun ×4 | ||
| SPYM | $21.306.180 | 15,00% | 242.446 | $2.972.856 | Naik ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $15.891.568 | 11,19% | 157.858 | $-737.291 | Turun ×3 | ||
| USMV | $11.779.334 | 8,29% | 122.116 | $1.527.193 | Naik ×1 | ||
| QUAL | $10.351.544 | 7,29% | 47.174 | $1.774.901 | Naik ×6 | ||
| IWX | $6.683.243 | 4,70% | 63.553 | $855.129 | Naik ×1 | ||
| IVV | $6.112.904 | 4,30% | 8.162 | $465.241 | Turun ×1 | ||
| IWM | $5.152.448 | 3,63% | 17.149 | $875.916 | Turun ×1 | ||
| DYNF | $4.680.992 | 3,30% | 68.828 | $710.963 | Naik ×1 | ||
| IQLT | $4.594.722 | 3,23% | 92.729 | $470.636 | Naik ×1 | ||
| IOO | $3.257.946 | 2,29% | 23.850 | $842.943 | Naik ×3 | ||
| IWL | $2.833.639 | 1,99% | 15.321 | $486.470 | Naik ×4 | ||
| LGLV | $2.731.994 | 1,92% | 15.055 | $262.592 | Naik ×2 | ||
| AOR | $2.396.430 | 1,69% | 34.481 | $194.502 | Naik ×2 | ||
| MGC | $2.324.741 | 1,64% | 8.495 | $316.731 | Turun ×2 | ||
| SHYM | $1.800.490 | 1,27% | 80.200 | $27.880 | Turun ×1 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $1.571.647 | 1,11% | 20.767 | $-156.880 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $820.099 | 0,58% | 2.198 | $403.123 | Naik ×1 | ||
| MGK | $760.244 | 0,54% | 8.647 | $142.239 | Naik ×2 | ||
| SMMD | $719.628 | 0,51% | 7.853 | $140.669 | Naik ×4 | ||
| CROX Crocs, Inc. - Common Stock | $714.189 | 0,50% | 5.920 | $228.273 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $693.261 | 0,49% | 1.835 | $127.728 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $632.753 | 0,45% | 3.162 | $93.830 | Naik ×1 | ||
| SPY SPY | $596.223 | 0,42% | 798 | $159.013 | Naik ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $578.093 | 0,41% | 5.063 | $-22.480 | |||
| EWBC East West Bancorp, Inc. - Common Stock | $559.347 | 0,39% | 4.333 | $101.667 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $551.939 | 0,39% | 4.873 | $-29.799 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $530.552 | 0,37% | 1.833 | $57.577 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $526.465 | 0,37% | 4.097 | $2.482 | Turun ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $520.719 | 0,37% | 1.222 | $76.493 | Turun ×1 | ||
| AN AutoNation, Inc. Common Stock | $455.557 | 0,32% | 2.452 | $-17.753 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $418.608 | 0,29% | 1.539 | $10.279 | Turun ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $395.054 | 0,28% | 4.104 | $-9.623 | Turun ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $392.260 | 0,28% | 5.014 | $-72.634 | Turun ×2 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $377.372 | 0,27% | 3.656 | $66.941 | |||
| MAR Marriott International - Class A Common Stock | $373.925 | 0,26% | 1.009 | $43.911 | |||
| SCHD | $355.063 | 0,25% | 11.197 | $43.411 | Naik ×1 | ||
| ARTY | $343.140 | 0,24% | 4.505 | $133.498 | Turun ×1 | ||
| VST Vistra Corp. Common Stock | $316.308 | 0,22% | 1.994 | $-11.562 | Turun ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $304.950 | 0,21% | 3.000 | ||||
| SPTM | $302.773 | 0,21% | 3.334 | $22.188 | Turun ×3 | ||
| ORCL Oracle Corporation Common Stock | $294.859 | 0,21% | 2.012 | $-25.399 | Turun ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $290.294 | 0,20% | 7.897 | $-37.438 | Turun ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $289.993 | 0,20% | 380 | Naik ×1 | |||
| XLK XLK | $286.161 | 0,20% | 1.502 | ||||
| CAT Caterpillar, Inc. Common Stock | $266.225 | 0,19% | 250 | ||||
| GLW Corning Incorporated Common Stock | $256.963 | 0,18% | 1.006 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $238.898 | 0,17% | 324 | Naik ×1 | |||
| PSKY Paramount Skydance Corporation - Class B Common Stock | $234.155 | 0,16% | 23.748 | $-36.698 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $232.011 | 0,16% | 193 | ||||
| MRSH Marsh Common Stock | $230.506 | 0,16% | 1.383 | $-8.051 | Naik ×6 | ||
| PLD Prologis, Inc. Common Stock | $219.070 | 0,15% | 1.617 | $2.182 | Turun ×2 | ||
| ATR AptarGroup, Inc. Common Stock | $205.011 | 0,14% | 1.637 | Naik ×1 | |||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $202.917 | 0,14% | 2.200 | $-156.342 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| QUAL | $10.351.544 | 7,29% | naik ×6 |
| IOO | $3.257.946 | 2,29% | naik ×3 |
| IWL | $2.833.639 | 1,99% | naik ×4 |
| SMMD | $719.628 | 0,51% | naik ×4 |
| MRSH | $230.506 | 0,16% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +3K | +$3.0M |
| SHV | Dipangkas | -19K | -$2.1M |
| QUAL | Beli lebih banyak | +2K | +$1.8M |
| USMV | Beli lebih banyak | +12K | +$1.5M |
| IWM | Dipangkas | -95 | +$876K |
| IWX | Beli lebih banyak | +662 | +$855K |
| IOO | Beli lebih banyak | +4K | +$843K |
| SGOV | Dipangkas | -7K | -$737K |
| DYNF | Beli lebih banyak | +591 | +$711K |
| IWL | Beli lebih banyak | +695 | +$486K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TLT | 30 Juni 2025 | 125.436 | $11.418.453 | |
| ILCG | 31 Maret 2025 | 81.237 | $7.278.700 | Tidak lagi dilacak |
| IVW | 31 Maret 2025 | 43.888 | $4.456.055 | Tidak lagi dilacak |
| IUSG | 31 Maret 2025 | 30.628 | $4.268.152 | |
| MSFT | 31 Maret 2025 | 7.110 | $2.999.462 | 28,7% |
| NVO | 31 Maret 2025 | 24.835 | $2.136.307 | -32,4% |
| VTWO | 31 Maret 2026 | 9.166 | $912.200 | |
| TRGP | 31 Maret 2025 | 4.387 | $783.149 | 47,0% |
| BLK | 31 Maret 2026 | 642 | $687.426 | 21,4% |
| V | 31 Maret 2026 | 1.845 | $647.040 | 21,8% |
| VCSH | 31 Maret 2026 | 7.700 | $613.903 | |
| KLAC | 31 Maret 2025 | 926 | $583.491 | -72,2% |
| AAPL | 30 Juni 2025 | 2.489 | $552.909 | 54,3% |
| TSCO | 31 Maret 2025 | 10.125 | $537.233 | -35,3% |
| TMUS | 30 Juni 2026 | 2.417 | $507.643 | 10,8% |
| ARTY | 30 Juni 2025 | 14.505 | $456.198 | Tidak lagi dilacak |
| BSV | 31 Maret 2026 | 5.715 | $450.399 | Tidak lagi dilacak |
| LLY | 30 Juni 2025 | 538 | $444.340 | 65,2% |
| MRK | 30 Juni 2025 | 4.494 | $403.381 | 91,2% |
| CAT | 31 Maret 2025 | 1.064 | $385.974 | 145,4% |
| CRS | 31 Maret 2026 | 1.210 | $380.866 | 31,4% |
| CMCSA | 31 Maret 2026 | 12.270 | $366.743 | -6,8% |
| SLGN | 30 Juni 2026 | 8.960 | $347.648 | -9,5% |
| SCHD | 30 Juni 2025 | 12.066 | $337.374 | Tidak lagi dilacak |
| HYS | 31 Maret 2026 | 3.534 | $335.093 | Tidak lagi dilacak |
| GTLS | 30 Juni 2025 | 2.291 | $330.729 | Tidak lagi dilacak |
| VIS | 30 Juni 2026 | 1.035 | $323.175 | Tidak lagi dilacak |
| SPMB | 31 Maret 2026 | 12.195 | $273.350 | Tidak lagi dilacak |
| TSLA | 31 Des. 2025 | 600 | $266.832 | -24,8% |
| ACWV | 31 Maret 2026 | 2.047 | $243.126 | Tidak lagi dilacak |
| HYMB | 31 Maret 2026 | 9.669 | $241.133 | Tidak lagi dilacak |
| NET | 31 Maret 2026 | 1.175 | $231.651 | 40,5% |
| AES | 31 Maret 2026 | 15.393 | $220.736 | 4,6% |
| RKLB | 31 Maret 2026 | 3.100 | $216.256 | 15,9% |
| XLK | 31 Maret 2026 | 1.502 | $216.243 | Tidak lagi dilacak |
| PLD | 30 Juni 2025 | 1.870 | $209.073 | 34,3% |
| SMH | 30 Juni 2025 | 965 | $204.076 | 99,8% |
| LLY | 31 Des. 2025 | 265 | $202.348 | 19,8% |
| RDDT | 31 Maret 2026 | 875 | $201.136 | 15,3% |