Legacy Wealth Advisors, LLC

CIK 2111463 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$231.0M
13F 가치 기준 9,443개 중 #5,980위 · 상위 63.3%
포지션
148
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +17.9% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
59.19%
상위 25개 보유 비중
75.93%
1% 초과 포지션
18
유효 포지션 수
13.7

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 6.87% 추정 매수 $39,097,441 · 매도 $14,666,661

신규 포지션
46
증가함
67
감소
20
종료
7
이 페이지에서

섹터별 비중

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%
기타/미분류
64.6%

전체 포트폴리오 148 포지션

유형 연속 8분기 추세
SGOV iShares 0-3 Month Treasury Bond ETF $53,130,832 23.00% 527,772 $6,104,460 상승 ×2
JPST $15,850,257 6.86% 313,432 $-2,760,002 하락 ×2
SPY SPY $15,395,277 6.66% 20,605 $-1,870,618 하락 ×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 상승 ×2
NVDA NVIDIA Corporation - Common Stock $7,157,620 3.10% 35,772 $2,239,714 상승 ×2
BUFC AB Conservative Buffer ETF $6,912,676 2.99% 162,428 $306,059 하락 ×2
VTI $6,673,729 2.89% 18,035 $852,948 하락 ×1
AMZN Amazon.com, Inc. - Common Stock $5,093,565 2.20% 21,371 $1,722,923 상승 ×2
GOOGL Alphabet Inc. - Class A Common Stock $5,064,648 2.19% 14,172 $2,090,127 상승 ×2
MSFT Microsoft Corporation - Common Stock $4,926,849 2.13% 13,208 $1,154,076 상승 ×2
BIL $4,032,069 1.75% 43,999 $-378,473 하락 ×1
TAFI $3,366,391 1.46% 133,481 $2,515,332 상승 ×2
VEU $3,211,310 1.39% 38,344 $861,506 상승 ×2
VEA $2,678,288 1.16% 37,590 $269,520
SCHD $2,552,655 1.10% 80,500 $82,915
알 수 없는 발행자 (CUSIP: 84615Q103) $2,356,160 1.02% 13,790 상승 ×1
AVGO Broadcom Inc. - Common Stock $2,301,631 1.00% 6,093 $695,893 상승 ×2
TSLA Tesla, Inc. - Common Stock $2,258,202 0.98% 5,369 $192,015 하락 ×1
META Meta Platforms, Inc. - Class A Common Stock $1,990,667 0.86% 3,534 $24,828 상승 ×2
BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest $1,896,373 0.82% 79,982 $43,652 상승 ×1
SHV iShares 0-1 Year Treasury Bond ETF $1,881,888 0.81% 17,054 $16,019 상승 ×1
VOO $1,852,327 0.80% 2,697 $-220,574 하락 ×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 상승 ×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 상승 ×1
BRKB $1,290,006 0.56% 2,578 $-85,298 하락 ×1
XLE XLE $1,186,922 0.51% 22,348 $-172,435 상승 ×2
EMOP $1,124,669 0.49% 21,533 $603,342 상승 ×1
V Visa Inc. $1,087,253 0.47% 3,169 $259,719 상승 ×2
AMD Advanced Micro Devices, Inc. - Common Stock $1,061,904 0.46% 1,828 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $1,045,820 0.45% 3,195 $215,406 상승 ×2
LLY Eli Lilly and Company Common Stock $1,012,319 0.44% 844 $372,159 상승 ×2
YEAR $991,044 0.43% 19,687 $-2,909,816 하락 ×1
MTBA $940,676 0.41% 19,170 $-7,184 상승 ×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 상승 ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $856,614 0.37% 2,061 $422,317 상승 ×2
AMAT Applied Materials, Inc. - Common Stock $851,694 0.37% 1,178 $530,753 상승 ×1
XOM Exxon Mobil Corporation Common Stock $819,774 0.35% 5,996 $79,717 상승 ×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 상승 ×1
INTC Intel Corporation - Common Stock $752,327 0.33% 5,388 상승 ×1
KLAC KLA Corporation - Common Stock $737,078 0.32% 2,443 $386,644 상승 ×2
VGT $722,857 0.31% 6,048 $195,380 상승 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $722,564 0.31% 1,513 $223,073 상승 ×2
BAC Bank of America Corporation Common Stock $714,302 0.31% 12,536 $288,617 상승 ×2
SOC Sable Offshore Corp. Common Stock $617,078 0.27% 200,350 $-1,034,922 상승 ×1
VYM $611,735 0.26% 3,871 $-47,162 하락 ×1
WMT Walmart Inc. - Common Stock $609,453 0.26% 5,381 $125,755 상승 ×2
CSCO Cisco Systems, Inc. - Common Stock $602,923 0.26% 5,133 $371,394 상승 ×2
MA Mastercard Incorporated Common Stock $602,453 0.26% 1,173 $391,596 상승 ×1
JNJ Johnson & Johnson Common Stock $594,036 0.26% 2,339 $197,554 상승 ×1
GEV GE Vernova Inc. Common Stock $592,717 0.26% 505 $195,111 상승 ×2
GE GE Aerospace Common Stock $571,434 0.25% 1,529 $149,468 상승 ×2
PANW Palo Alto Networks, Inc. - Common Stock $552,112 0.24% 1,619 상승 ×1
CAT Caterpillar, Inc. Common Stock $497,309 0.22% 467 $210,382 상승 ×2
MRK Merck & Company, Inc. Common Stock (new) $494,468 0.21% 3,848 $200,599 상승 ×1
PGR Progressive Corporation (The) Common Stock $488,892 0.21% 2,238 $204,615 상승 ×1
COST Costco Wholesale Corporation - Common Stock $487,380 0.21% 521 $85,818 상승 ×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 하락 ×1
ABBV AbbVie Inc. Common Stock $457,734 0.20% 1,819 $134,543 상승 ×2
KO Coca-Cola Company (The) Common Stock $456,819 0.20% 5,621 $150,869 상승 ×2
BBCA $447,201 0.19% 4,499 $24,025
FWD $442,583 0.19% 2,988 상승 ×1
RTX RTX Corporation Common Stock $433,723 0.19% 2,286 $89,203 상승 ×2
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $418,054 0.18% 4,803 $99,203 상승 ×1
SPEM $405,956 0.18% 7,840 $38,181
LIN Linde plc - Ordinary Shares $404,774 0.18% 780 $151,936 상승 ×1
HD Home Depot, Inc. (The) Common Stock $402,761 0.17% 1,142 $91,302 상승 ×2
VOX $387,399 0.17% 2,106 $-148,705 하락 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $371,011 0.16% 3,180 $33,396 상승 ×1
WFC Wells Fargo & Company Common Stock $369,732 0.16% 4,474 $23,269 상승 ×2
PM Philip Morris International Inc Common Stock $359,650 0.16% 1,988 $102,876 상승 ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $354,097 0.15% 464 상승 ×1
MRVL Marvell Technology, Inc. - Common Stock $350,915 0.15% 1,178 상승 ×1
APH Amphenol Corporation Common Stock $349,643 0.15% 1,983 상승 ×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 하락 ×1
HWM Howmet Aerospace Inc. Common Stock $338,495 0.15% 1,259 $130,620 상승 ×1
TER Teradyne, Inc. - Common Stock $336,269 0.15% 695 상승 ×1
MS Morgan Stanley Common Stock $335,719 0.15% 1,606 $111,080 상승 ×1
CVX Chevron Corporation Common Stock $332,847 0.14% 2,008 $-80,540 상승 ×2
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $329,065 0.14% 341 상승 ×1
MO Altria Group, Inc. $325,214 0.14% 4,520 $44,426 상승 ×1
NDSN Nordson Corporation - Common Stock $322,809 0.14% 1,070 $82,822 상승 ×1
ETN Eaton Corporation, PLC Ordinary Shares $322,573 0.14% 757 상승 ×1
NVS Novartis AG Common Stock $320,179 0.14% 2,043 $49,964 상승 ×1
EOG EOG Resources, Inc. Common Stock $318,747 0.14% 2,457 $108,397 상승 ×1
PG Procter & Gamble Company (The) Common Stock $318,063 0.14% 2,169 $79,592 상승 ×1
ORCL Oracle Corporation Common Stock $314,057 0.14% 2,143 $-713,507 하락 ×2
BBAX $313,719 0.14% 5,240 $2,174
TDY Teledyne Technologies Incorporated Common Stock $311,443 0.13% 467 상승 ×1
SNDK Sandisk Corporation - Common Stock $306,954 0.13% 135 상승 ×1
CDNS Cadence Design Systems, Inc. - Common Stock $306,637 0.13% 817 상승 ×1
ULS UL Solutions Inc. Class A Common Stock $305,071 0.13% 2,995 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
알 수 없는 발행자 (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%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
SGOV 추가 매수 +61K +$6.1M
YEAR 축소함 -58K -$2.9M
JPST 축소함 -54K -$2.8M
TAFI 추가 매수 +100K +$2.5M
NVDA 추가 매수 +8K +$2.2M
GOOGL 추가 매수 +4K +$2.1M
SPY 축소함 -6K -$1.9M
AMZN 추가 매수 +5K +$1.7M
AAPL 추가 매수 +3K +$1.5M
MU 추가 매수 +424 +$1.3M

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
FRO 2026년 3월 31일 50,453 $1,100,885 26.0%
NFLX 2026년 6월 30일 3,488 $335,372 13.0%
NKE 2026년 6월 30일 6,125 $323,523 -1.1%
IWF 2026년 3월 31일 664 $314,272 더 이상 추적하지 않음
DIS 2026년 3월 31일 2,518 $286,473 12.1%
HON 2026년 6월 30일 1,258 $284,346 -1.2%
LPLA 2026년 3월 31일 724 $258,592 18.8%
BKSY 2026년 6월 30일 10,000 $251,600 -4.0%
TXN 2026년 3월 31일 1,424 $247,050 37.0%
ISRG 2026년 6월 30일 529 $243,864 -0.7%
IWP 2026년 3월 31일 1,744 $238,824 더 이상 추적하지 않음
HCA 2026년 6월 30일 482 $228,102 5.3%
ALLE 2026년 3월 31일 1,383 $220,202 12.3%
CRM 2026년 6월 30일 1,138 $212,431 31.3%
QCOM 2026년 3월 31일 1,201 $205,432 25.8%
NOW 2026년 3월 31일 1,310 $200,679 24.0%