Legacy Advisors, LLC
PLYMOUTH MEETING PA · SEC CIK 0001720969
$12.49亿2026Q2 申报市值
337持仓数
54.0%前十大占比 · 第一大 15.0%
61 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$4,093.40万
MTZ 加仓+$1,257.67万
AAPL 加仓+$803.90万
IJR 加仓+$704.92万
MU 加仓+$549.51万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$1,326.57万
QLTY 减仓-$409.72万
EXXON MOBIL CORP 清仓-$311.99万
IWR 减仓-$52.58万
VHT 减仓-$36.21万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -18,389 | -100.0% | -$311.99万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -2,196 | -100.0% | -$32.93万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -7,990 | -100.0% | -$26.53万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,282 | -100.0% | -$26.02万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -6,760 | -100.0% | -$25.18万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -4,722 | -100.0% | -$24.96万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -16,045 | -100.0% | -$24.65万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,646 | -100.0% | -$23.47万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -933 | -100.0% | -$22.77万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -1,564 | -100.0% | -$22.39万 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -5,000 | -100.0% | -$21.79万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,755 | -100.0% | -$20.75万 | 清仓 |
| — | ORIGIN AGRITECH LIMITED | $2.20万 | 0.00% | 20,771 | 0 | 0.0% | — | 不变 |
| — | GREENLAND MINES LTD | $2.72万 | 0.00% | 104,595 | 104,595 | — | $2.72万 | 新建仓 |
| — | NET POWER INC | $2.74万 | 0.00% | 16,413 | 20 | 0.1% | $33 | 加仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $2.80万 | 0.00% | 32,556 | 32,556 | — | $2.80万 | 新建仓 |
| — | SANGOMA TECHNOLOGIES CORP | $3.81万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $6.17万 | 0.00% | 27,417 | 13,308 | 94.3% | $2.99万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.23万 | 0.00% | 10,733 | 0 | 0.0% | — | 不变 |
| — | PIONEER PWR SOLUTIONS INC | $6.31万 | 0.01% | 16,025 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $7.51万 | 0.01% | 12,874 | 12,874 | — | $7.51万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $10.02万 | 0.01% | 10,667 | 10,667 | — | $10.02万 | 新建仓 |
| — | CION INVT CORP | $10.59万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $13.14万 | 0.01% | 13,099 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $14.37万 | 0.01% | 12,019 | 12,019 | — | $14.37万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $14.88万 | 0.01% | 17,000 | 5,038 | 42.1% | $4.41万 | 加仓 |
| STLA | STELLANTIS N.V | $15.40万 | 0.01% | 26,835 | 14,561 | 118.6% | $8.36万 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $16.11万 | 0.01% | 11,500 | 11,500 | — | $16.11万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $19.88万 | 0.02% | 11,004 | 11,004 | — | $19.88万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $20.00万 | 0.02% | 555 | 555 | — | $20.00万 | 新建仓 |
| IEMG | ISHARES INC | $20.13万 | 0.02% | 2,430 | -1,183 | -32.7% | -$9.80万 | 重新持有 |
| IYW | ISHARES TR | $20.18万 | 0.02% | 800 | 800 | — | $20.18万 | 新建仓 |
| SHOP | SHOPIFY INC | $20.19万 | 0.02% | 1,768 | 14 | 0.8% | $1,599 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $20.25万 | 0.02% | 398 | 398 | — | $20.25万 | 新建仓 |
| CRWV | COREWEAVE INC | $20.30万 | 0.02% | 2,039 | 2,039 | — | $20.30万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $20.33万 | 0.02% | 1,884 | 1,884 | — | $20.33万 | 新建仓 |
| MTUM | ISHARES TR | $20.57万 | 0.02% | 600 | 600 | — | $20.57万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20.78万 | 0.02% | 1,688 | 1,688 | — | $20.78万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.54万 | 0.02% | 323 | -9 | -2.7% | -$6,002 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.87万 | 0.02% | 753 | 753 | — | $21.87万 | 新建仓 |
| DHI | D R HORTON INC | $21.91万 | 0.02% | 1,345 | 1,345 | — | $21.91万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.11万 | 0.02% | 1,747 | -45 | -2.5% | -$5,696 | 重新持有 |
| MSCI | MSCI INC | $22.12万 | 0.02% | 395 | 9 | 2.3% | $5,040 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $22.29万 | 0.02% | 4,039 | 210 | 5.5% | $1.16万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $22.55万 | 0.02% | 1,124 | -219 | -16.3% | -$4.39万 | 重新持有 |
| NEXT | NEXTDECADE CORP | $22.62万 | 0.02% | 30,000 | 30,000 | — | $22.62万 | 新建仓 |
| CME | CME GROUP INC | $22.94万 | 0.02% | 1,039 | -77 | -6.9% | -$1.70万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.00万 | 0.02% | 2,784 | 2,320 | 500.0% | $19.17万 | 重新持有 |
| PINS | PINTEREST INC | $23.22万 | 0.02% | 11,043 | 11,043 | — | $23.22万 | 新建仓 |
| DOCU | DOCUSIGN INC | $23.47万 | 0.02% | 5,283 | 5,283 | — | $23.47万 | 新建仓 |
| F | FORD MTR CO | $23.65万 | 0.02% | 17,012 | -139 | -0.8% | -$1,932 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $23.66万 | 0.02% | 1,318 | 33 | 2.6% | $5,925 | 加仓 |
| FDX | FEDEX CORP | $23.67万 | 0.02% | 753 | 753 | — | $23.67万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $23.68万 | 0.02% | 371 | 371 | — | $23.68万 | 新建仓 |
| ADBE | ADOBE INC | $23.70万 | 0.02% | 1,156 | 1,156 | — | $23.70万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $23.77万 | 0.02% | 2,675 | 2,675 | — | $23.77万 | 新建仓 |
| BOX | BOX INC | $23.83万 | 0.02% | 8,978 | 8,978 | — | $23.83万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $23.83万 | 0.02% | 2,146 | -196 | -8.4% | -$2.18万 | 减仓 |
| WSE | WISE GROUP PLC | $23.98万 | 0.02% | 20,133 | 20,133 | — | $23.98万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.02万 | 0.02% | 1,756 | 1,756 | — | $24.02万 | 新建仓 |
| IXC | ISHARES TR | $24.15万 | 0.02% | 4,915 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $24.27万 | 0.02% | 1,283 | 1,283 | — | $24.27万 | 新建仓 |
| FISV | FISERV INC | $24.53万 | 0.02% | 5,001 | -3,819 | -43.3% | -$18.73万 | 减仓 |
| BLK | BLACKROCK INC | $24.71万 | 0.02% | 257 | 62 | 31.8% | $5.96万 | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC | $24.90万 | 0.02% | 2,570 | 2,570 | — | $24.90万 | 新建仓 |
| DVY | ISHARES TR | $24.99万 | 0.02% | 1,599 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.23万 | 0.02% | 508 | 508 | — | $25.23万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $25.39万 | 0.02% | 5,879 | 5,879 | — | $25.39万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $25.47万 | 0.02% | 5,246 | 76 | 1.5% | $3,691 | 加仓 |
| VST | VISTRA CORP | $25.56万 | 0.02% | 1,611 | 84 | 5.5% | $1.33万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $25.89万 | 0.02% | 1,330 | 291 | 28.0% | $5.66万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.10万 | 0.02% | 3,116 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $26.16万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $26.22万 | 0.02% | 115 | 115 | — | $26.22万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $26.59万 | 0.02% | 13,613 | 13,613 | — | $26.59万 | 新建仓 |
| MO | ALTRIA GROUP INC | $27.16万 | 0.02% | 3,720 | 565 | 17.9% | $4.13万 | 加仓 |
| VFH | VANGUARD WORLD FD | $27.16万 | 0.02% | 2,064 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $27.19万 | 0.02% | 35,400 | 35,400 | — | $27.19万 | 新建仓 |
| GTIP | GOLDMAN SACHS ETF TR | $27.19万 | 0.02% | 5,566 | 248 | 4.7% | $1.21万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $27.26万 | 0.02% | 2,836 | 206 | 7.8% | $1.98万 | 重新持有 |
| ZS | ZSCALER INC | $27.47万 | 0.02% | 1,946 | -598 | -23.5% | -$8.44万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $27.47万 | 0.02% | 3,921 | -251 | -6.0% | -$1.76万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $27.58万 | 0.02% | 3,700 | 517 | 16.2% | $3.85万 | 加仓 |
| IWS | ISHARES TR | $27.65万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $27.72万 | 0.02% | 2,517 | 206 | 8.9% | $2.27万 | 重新持有 |
| TRGP | TARGA RES CORP | $27.75万 | 0.02% | 1,035 | 9 | 0.9% | $2,413 | 加仓 |
| T | AT&T INC | $27.82万 | 0.02% | 13,439 | 3,383 | 33.6% | $7.00万 | 加仓 |
| NUE | NUCOR CORP | $27.84万 | 0.02% | 1,250 | 1,250 | — | $27.84万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $27.89万 | 0.02% | 1,708 | 1,708 | — | $27.89万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $27.91万 | 0.02% | 5,367 | -112 | -2.0% | -$5,824 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $28.34万 | 0.02% | 4,439 | 4,439 | — | $28.34万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $28.38万 | 0.02% | 949 | -1,211 | -56.1% | -$36.21万 | 减仓 |
| SO | SOUTHERN CO | $28.40万 | 0.02% | 2,967 | 497 | 20.1% | $4.76万 | 加仓 |
| IYH | ISHARES TR | $28.48万 | 0.02% | 4,250 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $28.52万 | 0.02% | 17,445 | 6,930 | 65.9% | $11.33万 | 加仓 |
| IUSG | ISHARES TR | $28.61万 | 0.02% | 1,521 | 181 | 13.5% | $3.40万 | 重新持有 |
| USB | US BANCORP | $28.63万 | 0.02% | 4,740 | -916 | -16.2% | -$5.53万 | 减仓 |
| IWO | ISHARES TR | $28.64万 | 0.02% | 727 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $28.66万 | 0.02% | 293 | 60 | 25.8% | $5.87万 | 加仓 |
| MPC | MARATHON PETE CORP | $28.97万 | 0.02% | 1,133 | 27 | 2.4% | $6,903 | 加仓 |