Legacy Edge Advisors, LLC
CIK 2105396 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.1B
- Posisi
- 239
- Per tanggal
- 30 Juni 2026
#2.320 dari 9.443 berdasarkan nilai 13F · top 24.6%
Nilai portofolio QoQ: +14.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 44,97%
- Bobot 25 kepemilikan teratas
- 69,60%
- Posisi di atas 1%
- 30
- Jumlah posisi efektif
- 29,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,29% Perkiraan pembelian $100.890.352 · penjualan $23.308.857
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,4% masih dipegang
- Posisi baru
- 26
- Meningkat
- 88
- Menurun
- 95
- Tertutup
- 10
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 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
3,9%
Communication Services
1,1%
Retail
0,8%
Financial Services
0,7%
Healthcare
0,7%
Financials
0,4%
Industrials
0,4%
Consumer Staples
0,2%
Communications
0,1%
Materials
0,1%
Consumer products
0,1%
Consumer Discretionary
0,1%
Utilities
0,1%
Energy
0,1%
Telecommunication
0,0%
Lainnya/Tidak terpetakan
91,3%
Portofolio lengkap 239 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $113.425.175 | 10,42% | 1.372.355 | $819.929 | Naik ×2 | ||
| IEFA | $99.179.258 | 9,11% | 1.026.913 | $8.040.534 | Naik ×2 | ||
| IWD | $50.218.647 | 4,61% | 207.147 | $2.834.547 | Turun ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $45.605.954 | 4,19% | 445.806 | $6.505.641 | Turun ×1 | ||
| IWR | $42.066.230 | 3,86% | 381.311 | $6.164.344 | Naik ×2 | ||
| MUB | $30.341.629 | 2,79% | 281.933 | $2.608.243 | Naik ×2 | ||
| IWF | $29.990.035 | 2,76% | 241.524 | $4.424.370 | Naik ×1 | ||
| JPIE | $29.368.249 | 2,70% | 637.747 | $8.894.971 | Naik ×2 | ||
| SOXX SOXX | $24.955.825 | 2,29% | 38.947 | $9.701.347 | Turun ×2 | ||
| FPEI | $24.326.488 | 2,23% | 1.261.093 | $1.254.504 | Naik ×2 | ||
| VUG | $24.010.112 | 2,21% | 278.734 | $3.543.288 | Naik ×2 | ||
| QUAL | $22.119.236 | 2,03% | 100.803 | $2.775.763 | Turun ×2 | ||
| SUB | $21.188.686 | 1,95% | 199.011 | $319.585 | Naik ×2 | ||
| SCHD | $20.065.959 | 1,84% | 632.796 | $813.888 | Naik ×1 | ||
| VTV | $19.828.015 | 1,82% | 90.983 | $1.555.867 | Turun ×2 | ||
| NYF | $19.747.234 | 1,81% | 366.334 | $1.114.278 | Naik ×2 | ||
| IYJ | $18.937.106 | 1,74% | 113.634 | $2.662.559 | Naik ×2 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $18.181.420 | 1,67% | 94.818 | $2.512.197 | Turun ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $17.750.553 | 1,63% | 197.558 | $4.773.501 | Turun ×1 | ||
| SPSM | $17.615.532 | 1,62% | 305.454 | $2.974.572 | Naik ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $14.897.669 | 1,37% | 188.507 | $7.114.504 | Naik ×2 | ||
| JEPI | $14.826.411 | 1,36% | 262.507 | $1.028.986 | Naik ×1 | ||
| AVUV | $13.757.659 | 1,26% | 110.273 | $2.158.972 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $12.693.220 | 1,17% | 34.028 | $83.655 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $12.543.927 | 1,15% | 43.351 | $2.411.819 | Naik ×1 | ||
| SPY SPY | $12.460.060 | 1,14% | 16.685 | $1.794.958 | Naik ×1 | ||
| VTEB | $11.890.599 | 1,09% | 235.085 | $-416.865 | Turun ×2 | ||
| IWP | $11.360.956 | 1,04% | 77.597 | $1.341.963 | Turun ×1 | ||
| JTEK JPMorgan U.S. Tech Leaders ETF | $11.130.507 | 1,02% | 99.779 | $5.206.050 | Naik ×1 | ||
| IVV | $11.113.811 | 1,02% | 14.840 | $1.773.497 | Naik ×1 | ||
| IWS | $9.184.186 | 0,84% | 55.797 | $964.741 | Turun ×2 | ||
| XLP XLP | $9.057.039 | 0,83% | 109.029 | $482.259 | Naik ×2 | ||
| IEMG | $8.177.551 | 0,75% | 98.715 | $3.046.253 | Naik ×2 | ||
| FLRN | $7.846.119 | 0,72% | 254.331 | $-15.214 | Turun ×1 | ||
| XJUN | $7.372.714 | 0,68% | 165.940 | $866.445 | Naik ×1 | ||
| VONG Vanguard Russell 1000 Growth ETF | $7.233.407 | 0,66% | 56.595 | $925.464 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $6.784.975 | 0,62% | 33.910 | $730.897 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6.472.328 | 0,59% | 18.111 | $1.844.912 | Naik ×1 | ||
| VO | $5.922.540 | 0,54% | 73.508 | $636.992 | Naik ×1 | ||
| JSCP | $5.621.004 | 0,52% | 119.228 | $793.188 | Naik ×2 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $5.452.664 | 0,50% | 235.522 | $388.816 | Naik ×2 | ||
| BBUS | $5.334.912 | 0,49% | 39.600 | $975.347 | Naik ×2 | ||
| VOO | $5.284.010 | 0,49% | 7.694 | $640.745 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.490.326 | 0,41% | 18.840 | $538.403 | Turun ×2 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $4.382.585 | 0,40% | 42.628 | $346.178 | Naik ×2 | ||
| JIRE | $4.151.392 | 0,38% | 50.326 | $674.320 | Naik ×2 | ||
| IWM | $4.055.474 | 0,37% | 13.498 | $772.450 | Naik ×1 | ||
| JCPB | $3.793.597 | 0,35% | 80.818 | $1.406.735 | Naik ×1 | ||
| VEA | $3.756.015 | 0,35% | 52.716 | $369.643 | Turun ×2 | ||
| NULV | $3.445.811 | 0,32% | 68.930 | $195.245 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.353.874 | 0,31% | 9.492 | $1.422.684 | Naik ×1 | ||
| AVLV | $3.261.487 | 0,30% | 35.758 | $609.499 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $3.223.341 | 0,30% | 8.533 | $535.556 | Turun ×2 | ||
| VB | $3.048.175 | 0,28% | 10.056 | $444.952 | Naik ×2 | ||
| IWO | $3.033.632 | 0,28% | 7.700 | $644.221 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.890.372 | 0,27% | 8.830 | $274.364 | Turun ×2 | ||
| BRKB | $2.801.183 | 0,26% | 5.598 | $252.797 | Naik ×1 | ||
| VTI | $2.754.214 | 0,25% | 7.443 | $887.094 | Naik ×1 | ||
| NULG | $2.634.435 | 0,24% | 22.505 | $463.879 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2.626.905 | 0,24% | 3.567 | $873.302 | Naik ×2 | ||
| JGRO | $2.537.214 | 0,23% | 25.735 | $346.287 | Turun ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $2.423.615 | 0,22% | 5.593 | $1.206.180 | Turun ×2 | ||
| XLK XLK | $2.376.165 | 0,22% | 12.472 | $612.715 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.258.648 | 0,21% | 2.414 | $258.362 | Naik ×1 | ||
| VWO | $2.239.808 | 0,21% | 37.524 | $203.150 | Turun ×2 | ||
| AGG | $2.203.295 | 0,20% | 22.260 | $-35.244 | Turun ×2 | ||
| IWN | $2.164.000 | 0,20% | 9.783 | $293.884 | Turun ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $2.119.346 | 0,19% | 45.923 | $406.944 | Naik ×2 | ||
| JMUB | $2.089.620 | 0,19% | 41.252 | $411.056 | Naik ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $2.044.039 | 0,19% | 37.375 | $272.982 | Turun ×1 | ||
| AXP American Express Company Common Stock | $1.958.698 | 0,18% | 5.791 | $187.774 | Turun ×2 | ||
| IWB | $1.950.449 | 0,18% | 4.763 | $252.154 | |||
| IGM | $1.901.454 | 0,17% | 11.624 | $523.894 | |||
| VONV Vanguard Russell 1000 Value ETF | $1.855.322 | 0,17% | 17.452 | $185.719 | Turun ×2 | ||
| SPYM | $1.788.534 | 0,16% | 20.352 | $232.552 | Naik ×2 | ||
| BUFR | $1.718.737 | 0,16% | 47.050 | $106.726 | Turun ×1 | ||
| V Visa Inc. | $1.685.601 | 0,15% | 4.913 | $411.055 | Naik ×1 | ||
| SPDW | $1.617.317 | 0,15% | 32.096 | $152.135 | |||
| VOE | $1.565.980 | 0,14% | 7.925 | $85.290 | Turun ×2 | ||
| ACYN | $1.527.961 | 0,14% | 73.495 | Naik ×1 | |||
| VOT | $1.519.248 | 0,14% | 4.960 | $187.462 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.509.598 | 0,14% | 5.944 | $26.092 | Turun ×2 | ||
| SPMD | $1.490.914 | 0,14% | 22.068 | $329.847 | Naik ×2 | ||
| SPYV | $1.475.191 | 0,14% | 24.267 | $123.891 | Naik ×2 | ||
| BINC | $1.427.783 | 0,13% | 27.279 | $-168.493 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.389.288 | 0,13% | 2.705 | $-21.252 | Turun ×2 | ||
| VGT | $1.359.066 | 0,12% | 11.371 | $380.850 | Naik ×2 | ||
| IWY | $1.357.195 | 0,12% | 4.670 | $88.111 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1.355.412 | 0,12% | 5.386 | $182.638 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.354.149 | 0,12% | 2.404 | $15.365 | Naik ×1 | ||
| NUSC | $1.346.416 | 0,12% | 25.833 | $203.785 | Naik ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1.333.341 | 0,12% | 53.355 | $134.557 | Naik ×2 | ||
| VBK | $1.320.908 | 0,12% | 3.612 | $168.731 | Turun ×2 | ||
| VBR | $1.212.034 | 0,11% | 4.988 | $128.391 | |||
| SUSA | $1.202.306 | 0,11% | 7.792 | $144.978 | Turun ×1 | ||
| SPYG | $1.198.705 | 0,11% | 10.074 | $177.308 | Turun ×1 | ||
| MS Morgan Stanley Common Stock | $1.184.003 | 0,11% | 5.664 | $679.761 | Naik ×1 | ||
| MARM | $1.167.335 | 0,11% | 34.201 | $-92.785 | Turun ×2 | ||
| SPEM | $1.132.636 | 0,10% | 21.874 | $112.390 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.104.724 | 0,10% | 921 | $282.417 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| ACYN | $1.527.961 | 73.495 | 0,14% |
| AMD | $342.737 | 590 | 0,03% |
| C | $287.898 | 2.057 | 0,03% |
| NKE | $283.548 | 6.907 | 0,03% |
| VMBS | $280.954 | 6.002 | 0,03% |
| IALT | $270.626 | 9.648 | 0,02% |
| ELV | $258.722 | 669 | 0,02% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $256.366 | 1.145 | 0,02% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $253.137 | 1.145 | 0,02% |
| CARR | $251.444 | 3.428 | 0,02% |
| GGOV | $246.823 | 4.908 | 0,02% |
| DAL | $234.150 | 2.500 | 0,02% |
| BLCR | $231.501 | 4.596 | 0,02% |
| BK | $222.989 | 1.542 | 0,02% |
| FTEC | $220.753 | 773 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SOXX | Dipangkas | -7K | +$9.7M |
| JPIE | Beli lebih banyak | +193K | +$8.9M |
| IEFA | Beli lebih banyak | +20K | +$8.0M |
| VCSH | Beli lebih banyak | +90K | +$7.1M |
| EMXC | Dipangkas | -51K | +$6.5M |
| IWR | Beli lebih banyak | +12K | +$6.2M |
| JTEK | Beli lebih banyak | +25K | +$5.2M |
| CIBR | Dipangkas | -9K | +$4.8M |
| IWF | Beli lebih banyak | +182K | +$4.4M |
| VUG | Beli lebih banyak | +232K | +$3.5M |
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 |
|---|---|---|---|---|
| QYLD | 31 Maret 2025 | 572.764 | $10.475.854 | |
| TPL | 30 Juni 2025 | 1.491 | $1.975.560 | 9,5% |
| USHY | 30 Juni 2025 | 16.100 | $592.641 | Tidak lagi dilacak |
| RSP | 30 Juni 2025 | 3.395 | $588.116 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 2.370 | $535.691 | -1,2% |
| EMNT | 31 Maret 2025 | 5.344 | $528.504 | Tidak lagi dilacak |
| XDEC | 30 Juni 2026 | 13.024 | $525.018 | Tidak lagi dilacak |
| OEF | 31 Maret 2026 | 1.404 | $481.530 | Tidak lagi dilacak |
| LRCXXXXX | 31 Maret 2025 | 6.525 | $470.779 | Tidak lagi dilacak |
| SHM | 30 Juni 2026 | 8.984 | $429.705 | Tidak lagi dilacak |
| C | 31 Maret 2026 | 3.565 | $416.000 | 16,4% |
| BLKXXXX | 31 Maret 2025 | 359 | $368.847 | Tidak lagi dilacak |
| NOW | 31 Maret 2026 | 2.140 | $327.827 | 24,0% |
| SCHM | 31 Maret 2026 | 10.018 | $301.241 | Tidak lagi dilacak |
| XLV | 30 Juni 2025 | 2.014 | $294.064 | Tidak lagi dilacak |
| CMF | 30 Juni 2025 | 5.200 | $292.656 | Tidak lagi dilacak |
| BSX | 31 Maret 2026 | 3.012 | $287.194 | -18,0% |
| SLYG | 31 Maret 2026 | 3.031 | $285.490 | Tidak lagi dilacak |
| NOC | 30 Juni 2026 | 388 | $264.709 | 13,6% |
| IYW | 31 Maret 2025 | 1.593 | $256.473 | Tidak lagi dilacak |
| CRM | 30 Juni 2026 | 1.355 | $252.938 | 31,3% |
| BKNG | 31 Maret 2026 | 47 | $251.701 | 26,3% |
| IWX | 30 Juni 2025 | 3.059 | $251.389 | Tidak lagi dilacak |
| MRK | 30 Juni 2025 | 2.701 | $242.464 | 90,0% |
| IEUR | 31 Maret 2026 | 3.222 | $228.698 | Tidak lagi dilacak |
| THRO | 30 Juni 2026 | 6.271 | $227.136 | Tidak lagi dilacak |
| ZTS | 30 Juni 2026 | 1.885 | $222.826 | 5,4% |
| SLV | 30 Juni 2026 | 3.212 | $218.866 | Tidak lagi dilacak |
| MTUM | 31 Maret 2025 | 1.025 | $213.087 | Tidak lagi dilacak |
| COP | 30 Juni 2025 | 1.993 | $209.305 | 50,3% |
| RDDT | 31 Maret 2026 | 904 | $207.802 | 10,1% |
| QCLN | 31 Maret 2025 | 5.995 | $206.648 | |
| MCD | 30 Juni 2025 | 657 | $205.227 | -7,3% |
| XLV | 31 Maret 2026 | 1.323 | $204.800 | Tidak lagi dilacak |
| XOM | 30 Juni 2025 | 1.717 | $204.251 | 55,3% |
| FTEC | 31 Maret 2026 | 904 | $203.102 | Tidak lagi dilacak |
| TJX | 30 Juni 2026 | 1.256 | $200.583 | -6,4% |
| FPE | 30 Juni 2025 | 10.376 | $182.514 | Tidak lagi dilacak |
| NG | 30 Juni 2026 | 11.500 | $103.270 | Tidak lagi dilacak |