Legacy Wealth Advisors, LLC
CIK 2111463 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $231.0M
- Posisi
- 148
- Per tanggal
- 30 Juni 2026
#5.980 dari 9.443 berdasarkan nilai 13F · top 63.3%
Nilai portofolio QoQ: +17.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,19%
- Bobot 25 kepemilikan teratas
- 75,93%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 13,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,87% Perkiraan pembelian $39.097.441 · penjualan $14.666.661
- Posisi baru
- 46
- Meningkat
- 67
- Menurun
- 20
- Tertutup
- 7
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
14,6%
Communication Services
3,9%
Retail
3,1%
Financial Services
2,8%
Industrials
2,8%
Healthcare
2,3%
Financials
1,6%
Energy
1,5%
Consumer Discretionary
1,1%
Communications
0,5%
Consumer Staples
0,5%
Materials
0,2%
Telecommunication
0,2%
Utilities
0,2%
Real Estate
0,1%
Consumer products
0,1%
Lainnya/Tidak terpetakan
64,6%
Portofolio lengkap 148 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $53.130.832 | 23,00% | 527.772 | $6.104.460 | Naik ×2 | ||
| JPST | $15.850.257 | 6,86% | 313.432 | $-2.760.002 | Turun ×2 | ||
| SPY SPY | $15.395.277 | 6,66% | 20.605 | $-1.870.618 | Turun ×1 | ||
| BRKA | $14.228.150 | 6,16% | 19 | $583.490 | |||
| AAPL Apple Inc. - Common Stock | $7.251.941 | 3,14% | 25.062 | $1.545.980 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $7.157.620 | 3,10% | 35.772 | $2.239.714 | Naik ×2 | ||
| BUFC AB Conservative Buffer ETF | $6.912.676 | 2,99% | 162.428 | $306.059 | Turun ×2 | ||
| VTI | $6.673.729 | 2,89% | 18.035 | $852.948 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5.093.565 | 2,20% | 21.371 | $1.722.923 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5.064.648 | 2,19% | 14.172 | $2.090.127 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4.926.849 | 2,13% | 13.208 | $1.154.076 | Naik ×2 | ||
| BIL | $4.032.069 | 1,75% | 43.999 | $-378.473 | Turun ×1 | ||
| TAFI | $3.366.391 | 1,46% | 133.481 | $2.515.332 | Naik ×2 | ||
| VEU | $3.211.310 | 1,39% | 38.344 | $861.506 | Naik ×2 | ||
| VEA | $2.678.288 | 1,16% | 37.590 | $269.520 | |||
| SCHD | $2.552.655 | 1,10% | 80.500 | $82.915 | |||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $2.356.160 | 1,02% | 13.790 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $2.301.631 | 1,00% | 6.093 | $695.893 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2.258.202 | 0,98% | 5.369 | $192.015 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.990.667 | 0,86% | 3.534 | $24.828 | Naik ×2 | ||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $1.896.373 | 0,82% | 79.982 | $43.652 | Naik ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.881.888 | 0,81% | 17.054 | $16.019 | Naik ×1 | ||
| VOO | $1.852.327 | 0,80% | 2.697 | $-220.574 | Turun ×2 | ||
| DGRO | $1.789.933 | 0,77% | 23.617 | $132.491 | |||
| MU Micron Technology, Inc. - Common Stock | $1.569.835 | 0,68% | 1.360 | $1.253.616 | Naik ×1 | ||
| SCHG | $1.450.586 | 0,63% | 42.866 | $201.899 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.426.747 | 0,62% | 4.038 | $579.075 | Naik ×1 | ||
| BRKB | $1.290.006 | 0,56% | 2.578 | $-85.298 | Turun ×1 | ||
| XLE XLE | $1.186.922 | 0,51% | 22.348 | $-172.435 | Naik ×2 | ||
| EMOP | $1.124.669 | 0,49% | 21.533 | $603.342 | Naik ×1 | ||
| V Visa Inc. | $1.087.253 | 0,47% | 3.169 | $259.719 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.061.904 | 0,46% | 1.828 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1.045.820 | 0,45% | 3.195 | $215.406 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.012.319 | 0,44% | 844 | $372.159 | Naik ×2 | ||
| YEAR | $991.044 | 0,43% | 19.687 | $-2.909.816 | Turun ×1 | ||
| MTBA | $940.676 | 0,41% | 19.170 | $-7.184 | Naik ×2 | ||
| BBJP | $895.361 | 0,39% | 11.889 | $76.090 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $859.439 | 0,37% | 432 | $372.052 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $856.614 | 0,37% | 2.061 | $422.317 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $851.694 | 0,37% | 1.178 | $530.753 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $819.774 | 0,35% | 5.996 | $79.717 | Naik ×2 | ||
| XLF XLF | $817.607 | 0,35% | 15.251 | $64.665 | |||
| KBDC Kayne Anderson BDC, Inc. Common Stock | $799.475 | 0,35% | 59.089 | $-11.227 | |||
| QQQ Invesco QQQ Trust, Series 1 | $758.492 | 0,33% | 1.030 | $279.432 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $752.327 | 0,33% | 5.388 | Naik ×1 | |||
| KLAC KLA Corporation - Common Stock | $737.078 | 0,32% | 2.443 | $386.644 | Naik ×2 | ||
| VGT | $722.857 | 0,31% | 6.048 | $195.380 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $722.564 | 0,31% | 1.513 | $223.073 | Naik ×2 | ||
| BAC Bank of America Corporation Common Stock | $714.302 | 0,31% | 12.536 | $288.617 | Naik ×2 | ||
| SOC Sable Offshore Corp. Common Stock | $617.078 | 0,27% | 200.350 | $-1.034.922 | Naik ×1 | ||
| VYM | $611.735 | 0,26% | 3.871 | $-47.162 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $609.453 | 0,26% | 5.381 | $125.755 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $602.923 | 0,26% | 5.133 | $371.394 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $602.453 | 0,26% | 1.173 | $391.596 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $594.036 | 0,26% | 2.339 | $197.554 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $592.717 | 0,26% | 505 | $195.111 | Naik ×2 | ||
| GE GE Aerospace Common Stock | $571.434 | 0,25% | 1.529 | $149.468 | Naik ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $552.112 | 0,24% | 1.619 | Naik ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $497.309 | 0,22% | 467 | $210.382 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $494.468 | 0,21% | 3.848 | $200.599 | Naik ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $488.892 | 0,21% | 2.238 | $204.615 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $487.380 | 0,21% | 521 | $85.818 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $474.513 | 0,21% | 4.930 | ||||
| LRCX Lam Research Corporation - Common Stock | $462.797 | 0,20% | 1.068 | $227.557 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $457.734 | 0,20% | 1.819 | $134.543 | Naik ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $456.819 | 0,20% | 5.621 | $150.869 | Naik ×2 | ||
| BBCA | $447.201 | 0,19% | 4.499 | $24.025 | |||
| FWD | $442.583 | 0,19% | 2.988 | Naik ×1 | |||
| RTX RTX Corporation Common Stock | $433.723 | 0,19% | 2.286 | $89.203 | Naik ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $418.054 | 0,18% | 4.803 | $99.203 | Naik ×1 | ||
| SPEM | $405.956 | 0,18% | 7.840 | $38.181 | |||
| LIN Linde plc - Ordinary Shares | $404.774 | 0,18% | 780 | $151.936 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $402.761 | 0,17% | 1.142 | $91.302 | Naik ×2 | ||
| VOX | $387.399 | 0,17% | 2.106 | $-148.705 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $371.011 | 0,16% | 3.180 | $33.396 | Naik ×1 | ||
| WFC Wells Fargo & Company Common Stock | $369.732 | 0,16% | 4.474 | $23.269 | Naik ×2 | ||
| PM Philip Morris International Inc Common Stock | $359.650 | 0,16% | 1.988 | $102.876 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $354.097 | 0,15% | 464 | Naik ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $350.915 | 0,15% | 1.178 | Naik ×1 | |||
| APH Amphenol Corporation Common Stock | $349.643 | 0,15% | 1.983 | Naik ×1 | |||
| ARKK | $343.485 | 0,15% | 4.250 | $56.227 | |||
| TXN Texas Instruments Incorporated - Common Stock | $341.291 | 0,15% | 1.145 | ||||
| PLD Prologis, Inc. Common Stock | $339.895 | 0,15% | 2.509 | $-12.233 | Turun ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $338.495 | 0,15% | 1.259 | $130.620 | Naik ×1 | ||
| TER Teradyne, Inc. - Common Stock | $336.269 | 0,15% | 695 | Naik ×1 | |||
| MS Morgan Stanley Common Stock | $335.719 | 0,15% | 1.606 | $111.080 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $332.847 | 0,14% | 2.008 | $-80.540 | Naik ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $329.065 | 0,14% | 341 | Naik ×1 | |||
| MO Altria Group, Inc. | $325.214 | 0,14% | 4.520 | $44.426 | Naik ×1 | ||
| NDSN Nordson Corporation - Common Stock | $322.809 | 0,14% | 1.070 | $82.822 | Naik ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $322.573 | 0,14% | 757 | Naik ×1 | |||
| NVS Novartis AG Common Stock | $320.179 | 0,14% | 2.043 | $49.964 | Naik ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $318.747 | 0,14% | 2.457 | $108.397 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $318.063 | 0,14% | 2.169 | $79.592 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $314.057 | 0,14% | 2.143 | $-713.507 | Turun ×2 | ||
| BBAX | $313.719 | 0,14% | 5.240 | $2.174 | |||
| TDY Teledyne Technologies Incorporated Common Stock | $311.443 | 0,13% | 467 | Naik ×1 | |||
| SNDK Sandisk Corporation - Common Stock | $306.954 | 0,13% | 135 | Naik ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $306.637 | 0,13% | 817 | Naik ×1 | |||
| ULS UL Solutions Inc. Class A Common Stock | $305.071 | 0,13% | 2.995 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $2.356.160 | 13.790 | 1,02% |
| AMD | $1.061.904 | 1.828 | 0,46% |
| INTC | $752.327 | 5.388 | 0,33% |
| PANW | $552.112 | 1.619 | 0,24% |
| DIS | $474.513 | 4.930 | 0,21% |
| FWD | $442.583 | 2.988 | 0,19% |
| CRWD | $354.097 | 464 | 0,15% |
| MRVL | $350.915 | 1.178 | 0,15% |
| APH | $349.643 | 1.983 | 0,15% |
| TXN | $341.291 | 1.145 | 0,15% |
| TER | $336.269 | 695 | 0,15% |
| STX | $329.065 | 341 | 0,14% |
| ETN | $322.573 | 757 | 0,14% |
| TDY | $311.443 | 467 | 0,13% |
| SNDK | $306.954 | 135 | 0,13% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SGOV | Beli lebih banyak | +61K | +$6.1M |
| YEAR | Dipangkas | -58K | -$2.9M |
| JPST | Dipangkas | -54K | -$2.8M |
| TAFI | Beli lebih banyak | +100K | +$2.5M |
| NVDA | Beli lebih banyak | +8K | +$2.2M |
| GOOGL | Beli lebih banyak | +4K | +$2.1M |
| SPY | Dipangkas | -6K | -$1.9M |
| AMZN | Beli lebih banyak | +5K | +$1.7M |
| AAPL | Beli lebih banyak | +3K | +$1.5M |
| MU | Beli lebih banyak | +424 | +$1.3M |
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 |
|---|---|---|---|---|
| FRO | 31 Maret 2026 | 50.453 | $1.100.885 | 26,0% |
| NFLX | 30 Juni 2026 | 3.488 | $335.372 | 13,0% |
| NKE | 30 Juni 2026 | 6.125 | $323.523 | -1,1% |
| IWF | 31 Maret 2026 | 664 | $314.272 | Tidak lagi dilacak |
| DIS | 31 Maret 2026 | 2.518 | $286.473 | 12,1% |
| HON | 30 Juni 2026 | 1.258 | $284.346 | -1,2% |
| LPLA | 31 Maret 2026 | 724 | $258.592 | 18,8% |
| BKSY | 30 Juni 2026 | 10.000 | $251.600 | -4,0% |
| TXN | 31 Maret 2026 | 1.424 | $247.050 | 37,0% |
| ISRG | 30 Juni 2026 | 529 | $243.864 | -0,7% |
| IWP | 31 Maret 2026 | 1.744 | $238.824 | Tidak lagi dilacak |
| HCA | 30 Juni 2026 | 482 | $228.102 | 5,3% |
| ALLE | 31 Maret 2026 | 1.383 | $220.202 | 12,3% |
| CRM | 30 Juni 2026 | 1.138 | $212.431 | 31,3% |
| QCOM | 31 Maret 2026 | 1.201 | $205.432 | 25,8% |
| NOW | 31 Maret 2026 | 1.310 | $200.679 | 24,0% |