Legacy Advisors, LLC
PLYMOUTH MEETING PA · SEC CIK 0001720969
$10.76亿2026Q1 申报市值
279持仓数
57.1%前十大占比 · 第一大 22.0%
16 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$1,616.26万
VYMI 加仓+$522.34万
IJR 加仓+$418.93万
GQGU 加仓+$330.02万
QLTY 加仓+$130.28万
2026Q1 卖出最多 按季末市值估算
MTZ 减仓-$9,226.06万
AMTM 减仓-$1,956.03万
CVLC 清仓-$973.58万
IVV 减仓-$181.07万
AAPL 减仓-$116.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVLC | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -115,572 | -100.0% | -$973.58万 | 清仓 |
| BSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -23,537 | -100.0% | -$115.92万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -4,500 | -100.0% | -$70.16万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -10,429 | -100.0% | -$39.14万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,447 | -100.0% | -$29.83万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -1,447 | -100.0% | -$29.15万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,322 | -100.0% | -$28.39万 | 清仓 |
| — | BLACKROCK N Y MUN INCOME TRU | $0 | 0.00% | 0 | -24,900 | -100.0% | -$25.25万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -891 | -100.0% | -$23.91万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -659 | -100.0% | -$23.28万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIB | CGI INC | $0 | 0.00% | 0 | -2,433 | -100.0% | -$22.50万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -716 | -100.0% | -$22.43万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -327 | -100.0% | -$21.69万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -2,307 | -100.0% | -$21.11万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -830 | -100.0% | -$20.02万 | 清仓 |
| — | INVESCO VALUE MUN INCOME TR | $0 | 0.00% | 0 | -12,080 | -100.0% | -$14.88万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | -14,699 | -100.0% | -$13.08万 | 清仓 |
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -153,447 | -100.0% | -$6.29万 | 清仓 |
| — | NINE ENERGY SERVICE INC | $0 | 0.00% | 0 | -29,042 | -100.0% | -$1.00万 | 清仓 |
| — | NET POWER INC | $2.56万 | 0.00% | 16,393 | 0 | 0.0% | — | 不变 |
| — | ORIGIN AGRITECH LIMITED | $2.68万 | 0.00% | 20,771 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $2.99万 | 0.00% | 14,109 | -6,957 | -33.0% | -$1.47万 | 减仓 |
| — | SANGOMA TECHNOLOGIES CORP | $3.93万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PIONEER PWR SOLUTIONS INC | $5.21万 | 0.00% | 16,025 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.49万 | 0.01% | 10,733 | 63 | 0.6% | $381 | 加仓 |
| STLA | STELLANTIS N.V | $8.70万 | 0.01% | 12,274 | -3,726 | -23.3% | -$2.64万 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $10.92万 | 0.01% | 11,962 | 11,962 | — | $10.92万 | 新建仓 |
| — | CION INVT CORP | $11.63万 | 0.01% | 17,000 | 17,000 | — | $11.63万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $14.20万 | 0.01% | 13,099 | -41 | -0.3% | -$444 | 减仓 |
| NCNO | NCINO INC | $15.75万 | 0.01% | 10,515 | 2,083 | 24.7% | $3.12万 | 重新持有 |
| F | FORD MTR CO | $19.79万 | 0.02% | 17,151 | 17,151 | — | $19.79万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $20.09万 | 0.02% | 332 | 332 | — | $20.09万 | 新建仓 |
| ZTS | ZOETIS INC | $20.75万 | 0.02% | 1,755 | 53 | 3.1% | $6,265 | 加仓 |
| MSCI | MSCI INC | $20.81万 | 0.02% | 386 | 23 | 6.3% | $1.24万 | 加仓 |
| SHOP | SHOPIFY INC | $20.81万 | 0.02% | 1,754 | -22 | -1.2% | -$2,610 | 减仓 |
| MO | ALTRIA GROUP INC | $20.82万 | 0.02% | 3,155 | -1,353 | -30.0% | -$8.93万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $20.86万 | 0.02% | 233 | -9 | -3.7% | -$8,057 | 减仓 |
| AME | AMETEK INC | $21.11万 | 0.02% | 985 | 985 | — | $21.11万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $21.20万 | 0.02% | 3,829 | 219 | 6.1% | $1.21万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $21.25万 | 0.02% | 1,039 | 1,039 | — | $21.25万 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION | $21.79万 | 0.02% | 5,000 | 5,000 | — | $21.79万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $22.39万 | 0.02% | 1,564 | -2 | -0.1% | -$286 | 重新持有 |
| HUBS | HUBSPOT INC | $22.77万 | 0.02% | 933 | 70 | 8.1% | $1.71万 | 加仓 |
| DY | DYCOM INDS INC | $22.80万 | 0.02% | 673 | -6 | -0.9% | -$2,033 | 减仓 |
| IWO | ISHARES TR | $22.81万 | 0.02% | 727 | -130 | -15.2% | -$4.08万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $22.89万 | 0.02% | 2,342 | -382 | -14.0% | -$3.73万 | 减仓 |
| VST | VISTRA CORP | $22.95万 | 0.02% | 1,527 | 1,527 | — | $22.95万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $23.37万 | 0.02% | 5,170 | 15 | 0.3% | $678 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.40万 | 0.02% | 3,116 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $23.47万 | 0.02% | 2,646 | -83 | -3.0% | -$7,362 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $23.67万 | 0.02% | 5,479 | -456 | -7.7% | -$1.97万 | 减仓 |
| SO | SOUTHERN CO | $23.84万 | 0.02% | 2,470 | -215 | -8.0% | -$2.08万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.88万 | 0.02% | 612 | -171 | -21.8% | -$6.67万 | 减仓 |
| VLUE | ISHARES TR | $23.89万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $23.95万 | 0.02% | 3,183 | -17 | -0.5% | -$1,279 | 减仓 |
| DVY | ISHARES TR | $24.21万 | 0.02% | 1,599 | -325 | -16.9% | -$4.92万 | 减仓 |
| CMI | CUMMINS INC | $24.32万 | 0.02% | 452 | -14 | -3.0% | -$7,532 | 减仓 |
| ICLR | ICON PLC | $24.35万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $24.38万 | 0.02% | 1,285 | -10 | -0.8% | -$1,898 | 减仓 |
| BKU | BANKUNITED INC | $24.39万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $24.43万 | 0.02% | 747 | 747 | — | $24.43万 | 新建仓 |
| PHR | PHREESIA INC | $24.47万 | 0.02% | 29,205 | 195 | 0.7% | $1,634 | 加仓 |
| IWS | ISHARES TR | $24.48万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| — | FLUSHING FINL CORP | $24.65万 | 0.02% | 16,045 | 45 | 0.3% | $691 | 加仓 |
| VFH | VANGUARD WORLD FD | $24.94万 | 0.02% | 2,064 | 26 | 1.3% | $3,141 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $24.96万 | 0.02% | 4,722 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $25.02万 | 0.02% | 4,172 | 372 | 9.8% | $2.23万 | 加仓 |
| G | GENPACT LIMITED | $25.18万 | 0.02% | 6,760 | 260 | 4.0% | $9,685 | 加仓 |
| MCO | MOODYS CORP | $25.43万 | 0.02% | 583 | -208 | -26.3% | -$9.07万 | 减仓 |
| TRGP | TARGA RES CORP | $25.72万 | 0.02% | 1,026 | -63 | -5.8% | -$1.58万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.02万 | 0.02% | 1,282 | 1,282 | — | $26.02万 | 新建仓 |
| IWV | ISHARES TR | $26.09万 | 0.02% | 704 | 1 | 0.1% | $371 | 加仓 |
| KKR | KKR & CO INC | $26.20万 | 0.02% | 2,832 | 410 | 16.9% | $3.79万 | 加仓 |
| IYH | ISHARES TR | $26.20万 | 0.02% | 4,250 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ETF TR | $26.26万 | 0.02% | 5,318 | 227 | 4.5% | $1.12万 | 加仓 |
| QCOM | QUALCOMM INC | $26.52万 | 0.02% | 2,059 | -84 | -3.9% | -$1.08万 | 减仓 |
| CPRT | COPART INC | $26.53万 | 0.02% | 7,990 | -51 | -0.6% | -$1,693 | 减仓 |
| PAYX | PAYCHEX INC | $26.65万 | 0.02% | 2,893 | 2,893 | — | $26.65万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $26.83万 | 0.02% | 1,235 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.93万 | 0.03% | 1,314 | 1,314 | — | $26.93万 | 新建仓 |
| IXN | ISHARES TR | $26.99万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $27.00万 | 0.03% | 1,106 | 1,106 | — | $27.00万 | 新建仓 |
| KO | COCA COLA CO | $27.08万 | 0.03% | 3,535 | -151 | -4.1% | -$1.16万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.11万 | 0.03% | 1,960 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $28.31万 | 0.03% | 4,915 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $29.15万 | 0.03% | 10,056 | 21 | 0.2% | $609 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.41万 | 0.03% | 1,087 | -211 | -16.3% | -$5.71万 | 减仓 |
| TXN | TEXAS INSTRS INC | $29.62万 | 0.03% | 1,526 | -83 | -5.2% | -$1.61万 | 减仓 |
| USB | US BANCORP | $29.71万 | 0.03% | 5,656 | -107 | -1.9% | -$5,621 | 减仓 |
| COWZ | PACER FDS TR | $30.30万 | 0.03% | 4,843 | 4,843 | — | $30.30万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.24万 | 0.03% | 635 | -67 | -9.5% | -$3.30万 | 减仓 |