Legacy Wealth Advisors, LLC
CIK 2111463 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $231.0M
- 持仓
- 148
- 截至
- 2026年6月30日
按 13F 价值排名第 5979（共 9443） · 前 63.3%
投资组合价值同比（季度）：+17.9% 13F不披露现金
- 前十大持仓权重
- 59.19%
- 前二十五大持仓权重
- 75.93%
- 持仓高于 1%
- 18
- 有效持仓数量
- 13.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.87% 估计买入 $39097441 · 卖出 $14666661
- 新仓位
- 46
- 增加
- 67
- 减少
- 20
- 已结清
- 7
本页内容
行业细分
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%
其他/未映射
64.6%
完整投资组合 148 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $53130832 | 23.00% | 527772 | $6104460 | 上涨 ×2 | ||
| JPST | $15850257 | 6.86% | 313432 | $-2760002 | 下跌 ×2 | ||
| SPY SPY | $15395277 | 6.66% | 20605 | $-1870618 | 下跌 ×1 | ||
| BRKA | $14228150 | 6.16% | 19 | $583490 | |||
| AAPL Apple Inc. - Common Stock | $7251941 | 3.14% | 25062 | $1545980 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $7157620 | 3.10% | 35772 | $2239714 | 上涨 ×2 | ||
| BUFC AB Conservative Buffer ETF | $6912676 | 2.99% | 162428 | $306059 | 下跌 ×2 | ||
| VTI | $6673729 | 2.89% | 18035 | $852948 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5093565 | 2.20% | 21371 | $1722923 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5064648 | 2.19% | 14172 | $2090127 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4926849 | 2.13% | 13208 | $1154076 | 上涨 ×2 | ||
| BIL | $4032069 | 1.75% | 43999 | $-378473 | 下跌 ×1 | ||
| TAFI | $3366391 | 1.46% | 133481 | $2515332 | 上涨 ×2 | ||
| VEU | $3211310 | 1.39% | 38344 | $861506 | 上涨 ×2 | ||
| VEA | $2678288 | 1.16% | 37590 | $269520 | |||
| SCHD | $2552655 | 1.10% | 80500 | $82915 | |||
| 未知发行人 (CUSIP: 84615Q103) | $2356160 | 1.02% | 13790 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $2301631 | 1.00% | 6093 | $695893 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2258202 | 0.98% | 5369 | $192015 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1990667 | 0.86% | 3534 | $24828 | 上涨 ×2 | ||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $1896373 | 0.82% | 79982 | $43652 | 上涨 ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1881888 | 0.81% | 17054 | $16019 | 上涨 ×1 | ||
| VOO | $1852327 | 0.80% | 2697 | $-220574 | 下跌 ×2 | ||
| DGRO | $1789933 | 0.77% | 23617 | $132491 | |||
| MU Micron Technology, Inc. - Common Stock | $1569835 | 0.68% | 1360 | $1253616 | 上涨 ×1 | ||
| SCHG | $1450586 | 0.63% | 42866 | $201899 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1426747 | 0.62% | 4038 | $579075 | 上涨 ×1 | ||
| BRKB | $1290006 | 0.56% | 2578 | $-85298 | 下跌 ×1 | ||
| XLE XLE | $1186922 | 0.51% | 22348 | $-172435 | 上涨 ×2 | ||
| EMOP | $1124669 | 0.49% | 21533 | $603342 | 上涨 ×1 | ||
| V Visa Inc. | $1087253 | 0.47% | 3169 | $259719 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1061904 | 0.46% | 1828 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1045820 | 0.45% | 3195 | $215406 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1012319 | 0.44% | 844 | $372159 | 上涨 ×2 | ||
| YEAR | $991044 | 0.43% | 19687 | $-2909816 | 下跌 ×1 | ||
| MTBA | $940676 | 0.41% | 19170 | $-7184 | 上涨 ×2 | ||
| BBJP | $895361 | 0.39% | 11889 | $76090 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $859439 | 0.37% | 432 | $372052 | 上涨 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $856614 | 0.37% | 2061 | $422317 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $851694 | 0.37% | 1178 | $530753 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $819774 | 0.35% | 5996 | $79717 | 上涨 ×2 | ||
| XLF XLF | $817607 | 0.35% | 15251 | $64665 | |||
| KBDC Kayne Anderson BDC, Inc. Common Stock | $799475 | 0.35% | 59089 | $-11227 | |||
| QQQ Invesco QQQ Trust, Series 1 | $758492 | 0.33% | 1030 | $279432 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $752327 | 0.33% | 5388 | 上涨 ×1 | |||
| KLAC KLA Corporation - Common Stock | $737078 | 0.32% | 2443 | $386644 | 上涨 ×2 | ||
| VGT | $722857 | 0.31% | 6048 | $195380 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $722564 | 0.31% | 1513 | $223073 | 上涨 ×2 | ||
| BAC Bank of America Corporation Common Stock | $714302 | 0.31% | 12536 | $288617 | 上涨 ×2 | ||
| SOC Sable Offshore Corp. Common Stock | $617078 | 0.27% | 200350 | $-1034922 | 上涨 ×1 | ||
| VYM | $611735 | 0.26% | 3871 | $-47162 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $609453 | 0.26% | 5381 | $125755 | 上涨 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $602923 | 0.26% | 5133 | $371394 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $602453 | 0.26% | 1173 | $391596 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $594036 | 0.26% | 2339 | $197554 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $592717 | 0.26% | 505 | $195111 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $571434 | 0.25% | 1529 | $149468 | 上涨 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $552112 | 0.24% | 1619 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $497309 | 0.22% | 467 | $210382 | 上涨 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $494468 | 0.21% | 3848 | $200599 | 上涨 ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $488892 | 0.21% | 2238 | $204615 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $487380 | 0.21% | 521 | $85818 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $474513 | 0.21% | 4930 | ||||
| LRCX Lam Research Corporation - Common Stock | $462797 | 0.20% | 1068 | $227557 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $457734 | 0.20% | 1819 | $134543 | 上涨 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $456819 | 0.20% | 5621 | $150869 | 上涨 ×2 | ||
| BBCA | $447201 | 0.19% | 4499 | $24025 | |||
| FWD | $442583 | 0.19% | 2988 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $433723 | 0.19% | 2286 | $89203 | 上涨 ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $418054 | 0.18% | 4803 | $99203 | 上涨 ×1 | ||
| SPEM | $405956 | 0.18% | 7840 | $38181 | |||
| LIN Linde plc - Ordinary Shares | $404774 | 0.18% | 780 | $151936 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $402761 | 0.17% | 1142 | $91302 | 上涨 ×2 | ||
| VOX | $387399 | 0.17% | 2106 | $-148705 | 下跌 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $371011 | 0.16% | 3180 | $33396 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $369732 | 0.16% | 4474 | $23269 | 上涨 ×2 | ||
| PM Philip Morris International Inc Common Stock | $359650 | 0.16% | 1988 | $102876 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $354097 | 0.15% | 464 | 上涨 ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $350915 | 0.15% | 1178 | 上涨 ×1 | |||
| APH Amphenol Corporation Common Stock | $349643 | 0.15% | 1983 | 上涨 ×1 | |||
| ARKK | $343485 | 0.15% | 4250 | $56227 | |||
| TXN Texas Instruments Incorporated - Common Stock | $341291 | 0.15% | 1145 | ||||
| PLD Prologis, Inc. Common Stock | $339895 | 0.15% | 2509 | $-12233 | 下跌 ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $338495 | 0.15% | 1259 | $130620 | 上涨 ×1 | ||
| TER Teradyne, Inc. - Common Stock | $336269 | 0.15% | 695 | 上涨 ×1 | |||
| MS Morgan Stanley Common Stock | $335719 | 0.15% | 1606 | $111080 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $332847 | 0.14% | 2008 | $-80540 | 上涨 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $329065 | 0.14% | 341 | 上涨 ×1 | |||
| MO Altria Group, Inc. | $325214 | 0.14% | 4520 | $44426 | 上涨 ×1 | ||
| NDSN Nordson Corporation - Common Stock | $322809 | 0.14% | 1070 | $82822 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $322573 | 0.14% | 757 | 上涨 ×1 | |||
| NVS Novartis AG Common Stock | $320179 | 0.14% | 2043 | $49964 | 上涨 ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $318747 | 0.14% | 2457 | $108397 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $318063 | 0.14% | 2169 | $79592 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $314057 | 0.14% | 2143 | $-713507 | 下跌 ×2 | ||
| BBAX | $313719 | 0.14% | 5240 | $2174 | |||
| TDY Teledyne Technologies Incorporated Common Stock | $311443 | 0.13% | 467 | 上涨 ×1 | |||
| SNDK Sandisk Corporation - Common Stock | $306954 | 0.13% | 135 | 上涨 ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $306637 | 0.13% | 817 | 上涨 ×1 | |||
| ULS UL Solutions Inc. Class A Common Stock | $305071 | 0.13% | 2995 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 未知发行人 (CUSIP: 84615Q103) | $2356160 | 13790 | 1.02% |
| AMD | $1061904 | 1828 | 0.46% |
| INTC | $752327 | 5388 | 0.33% |
| PANW | $552112 | 1619 | 0.24% |
| DIS | $474513 | 4930 | 0.21% |
| FWD | $442583 | 2988 | 0.19% |
| CRWD | $354097 | 464 | 0.15% |
| MRVL | $350915 | 1178 | 0.15% |
| APH | $349643 | 1983 | 0.15% |
| TXN | $341291 | 1145 | 0.15% |
| TER | $336269 | 695 | 0.15% |
| STX | $329065 | 341 | 0.14% |
| ETN | $322573 | 757 | 0.14% |
| TDY | $311443 | 467 | 0.13% |
| SNDK | $306954 | 135 | 0.13% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| FRO | 2026年3月31日 | 50453 | $1100885 | 27.0% |
| NFLX | 2026年6月30日 | 3488 | $335372 | 11.4% |
| NKE | 2026年6月30日 | 6125 | $323523 | -1.2% |
| IWF | 2026年3月31日 | 664 | $314272 | 不再跟踪 |
| DIS | 2026年3月31日 | 2518 | $286473 | 11.2% |
| HON | 2026年6月30日 | 1258 | $284346 | -1.9% |
| LPLA | 2026年3月31日 | 724 | $258592 | 19.2% |
| BKSY | 2026年6月30日 | 10000 | $251600 | -1.5% |
| TXN | 2026年3月31日 | 1424 | $247050 | 36.5% |
| ISRG | 2026年6月30日 | 529 | $243864 | -6.1% |
| IWP | 2026年3月31日 | 1744 | $238824 | 不再跟踪 |
| HCA | 2026年6月30日 | 482 | $228102 | 6.6% |
| ALLE | 2026年3月31日 | 1383 | $220202 | 11.4% |
| CRM | 2026年6月30日 | 1138 | $212431 | 31.2% |
| QCOM | 2026年3月31日 | 1201 | $205432 | 25.0% |
| NOW | 2026年3月31日 | 1310 | $200679 | 24.0% |