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 |
|---|---|---|---|---|---|---|---|---|
| GSIE | GOLDMAN SACHS ETF TR | $31.41万 | 0.03% | 7,283 | -1,586 | -17.9% | -$6.84万 | 减仓 |
| DDOG | DATADOG INC | $31.45万 | 0.03% | 2,664 | 2 | 0.1% | $236 | 加仓 |
| TM | TOYOTA MOTOR CORP | $31.53万 | 0.03% | 1,530 | -7 | -0.5% | -$1,443 | 减仓 |
| PPL | PPL CORP | $31.79万 | 0.03% | 8,261 | -564 | -6.4% | -$2.17万 | 减仓 |
| VFC | V F CORP | $31.94万 | 0.03% | 18,799 | 735 | 4.1% | $1.25万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.95万 | 0.03% | 2,184 | -68 | -3.0% | -$9,948 | 减仓 |
| FICO | FAIR ISAAC CORP | $32.24万 | 0.03% | 302 | 1 | 0.3% | $1,068 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $32.63万 | 0.03% | 2,035 | -185 | -8.3% | -$2.97万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $32.93万 | 0.03% | 2,196 | 107 | 5.1% | $1.60万 | 加仓 |
| CME | CME GROUP INC | $32.96万 | 0.03% | 1,116 | 1 | 0.1% | $295 | 加仓 |
| TMUS | T-MOBILE US INC | $32.97万 | 0.03% | 1,570 | 392 | 33.3% | $8.23万 | 加仓 |
| QGRW | WISDOMTREE TR | $33.26万 | 0.03% | 6,225 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $33.88万 | 0.03% | 13,213 | 38 | 0.3% | $974 | 加仓 |
| CAH | CARDINAL HEALTH INC | $34.89万 | 0.03% | 1,651 | 400 | 32.0% | $8.45万 | 加仓 |
| DHR | DANAHER CORP DEL | $35.55万 | 0.03% | 1,871 | -519 | -21.7% | -$9.86万 | 减仓 |
| ZS | ZSCALER INC | $35.69万 | 0.03% | 2,544 | -57 | -2.2% | -$7,997 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $35.89万 | 0.03% | 7,835 | 74 | 1.0% | $3,389 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.55万 | 0.03% | 5,138 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $37.42万 | 0.03% | 9,255 | 271 | 3.0% | $1.10万 | 加仓 |
| NVS | NOVARTIS AG | $38.29万 | 0.04% | 2,507 | -17 | -0.7% | -$2,597 | 减仓 |
| IYM | ISHARES TR | $38.51万 | 0.04% | 2,189 | 6 | 0.3% | $1,055 | 加仓 |
| KLAC | KLA CORP | $38.58万 | 0.04% | 262 | -29 | -10.0% | -$4.27万 | 减仓 |
| LIN | LINDE PLC | $39.07万 | 0.04% | 788 | 27 | 3.5% | $1.34万 | 加仓 |
| IGM | ISHARES TR | $39.11万 | 0.04% | 3,300 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $39.52万 | 0.04% | 7,970 | -33 | -0.4% | -$1,636 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.75万 | 0.04% | 1,640 | -1,147 | -41.2% | -$27.80万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $39.83万 | 0.04% | 4,315 | -16 | -0.4% | -$1,477 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.45万 | 0.04% | 6,312 | -103 | -1.6% | -$6,600 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.56万 | 0.04% | 479 | 4 | 0.8% | $3,387 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.98万 | 0.04% | 5,063 | 116 | 2.3% | $9,390 | 加仓 |
| IEFA | ISHARES TR | $42.08万 | 0.04% | 4,649 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $42.57万 | 0.04% | 2,667 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $43.11万 | 0.04% | 1,876 | -266 | -12.4% | -$6.11万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $43.40万 | 0.04% | 1,494 | -50 | -3.2% | -$1.45万 | 减仓 |
| MS | MORGAN STANLEY | $43.69万 | 0.04% | 2,655 | -91 | -3.3% | -$1.50万 | 减仓 |
| GM | GENERAL MTRS CO | $43.72万 | 0.04% | 5,868 | 173 | 3.0% | $1.29万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.45万 | 0.04% | 7,329 | 46 | 0.6% | $2,790 | 加仓 |
| AMT | AMERICAN TOWER CORP | $45.06万 | 0.04% | 2,611 | -41 | -1.5% | -$7,076 | 减仓 |
| SPSM | SPDR SERIES TRUST | $45.78万 | 0.04% | 9,475 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $46.17万 | 0.04% | 5,800 | -344 | -5.6% | -$2.74万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $46.74万 | 0.04% | 4,719 | -94 | -2.0% | -$9,311 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $46.80万 | 0.04% | 5,677 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $47.21万 | 0.04% | 1,699 | -214 | -11.2% | -$5.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $48.03万 | 0.04% | 1,421 | -1,487 | -51.1% | -$50.26万 | 减仓 |
| UNP | UNION PAC CORP | $48.96万 | 0.05% | 2,018 | -39 | -1.9% | -$9,461 | 减仓 |
| BDX | BECTON DICKINSON & CO | $49.06万 | 0.05% | 3,120 | -65 | -2.0% | -$1.02万 | 减仓 |
| FISV | FISERV INC | $49.22万 | 0.05% | 8,820 | 160 | 1.8% | $8,928 | 加仓 |
| CRM | SALESFORCE INC | $49.34万 | 0.05% | 2,643 | -578 | -17.9% | -$10.79万 | 减仓 |
| IWN | ISHARES TR | $50.32万 | 0.05% | 2,654 | -295 | -10.0% | -$5.59万 | 减仓 |
| URA | GLOBAL X FDS | $50.55万 | 0.05% | 10,438 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $50.95万 | 0.05% | 32,236 | -26 | -0.1% | -$411 | 减仓 |
| IWP | ISHARES TR | $51.35万 | 0.05% | 4,008 | -400 | -9.1% | -$5.12万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $52.55万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $52.57万 | 0.05% | 5,343 | 107 | 2.0% | $1.05万 | 加仓 |
| MPLX | MPLX LP | $52.93万 | 0.05% | 9,275 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $54.39万 | 0.05% | 6,497 | -8 | -0.1% | -$670 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $55.56万 | 0.05% | 11,068 | 784 | 7.6% | $3.94万 | 加仓 |
| ETN | EATON CORP PLC | $55.76万 | 0.05% | 1,559 | 3 | 0.2% | $1,073 | 加仓 |
| CSCO | CISCO SYS INC | $56.25万 | 0.05% | 7,250 | -241 | -3.2% | -$1.87万 | 减仓 |
| CI | THE CIGNA GROUP | $56.36万 | 0.05% | 2,113 | 58 | 2.8% | $1.55万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $56.42万 | 0.05% | 3,253 | 278 | 9.3% | $4.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.79万 | 0.05% | 2,841 | 33 | 1.2% | $6,712 | 加仓 |
| ENVA | ENOVA INTL INC | $57.86万 | 0.05% | 4,260 | -3 | -0.1% | -$407 | 减仓 |
| VHT | VANGUARD WORLD FD | $58.82万 | 0.05% | 2,160 | -167 | -7.2% | -$4.55万 | 减仓 |
| QUAL | ISHARES TR | $59.48万 | 0.06% | 3,101 | 416 | 15.5% | $7.98万 | 加仓 |
| RTX | RTX CORPORATION | $60.03万 | 0.06% | 3,112 | 254 | 8.9% | $4.90万 | 加仓 |
| SNPS | SYNOPSYS INC | $60.19万 | 0.06% | 1,518 | -15 | -1.0% | -$5,947 | 减仓 |
| STBA | S & T BANCORP INC | $60.66万 | 0.06% | 14,502 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $61.47万 | 0.06% | 7,095 | 7,095 | — | $61.47万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $62.36万 | 0.06% | 7,787 | -46 | -0.6% | -$3,684 | 减仓 |
| EZU | ISHARES INC | $62.61万 | 0.06% | 9,996 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $66.35万 | 0.06% | 3,250 | -95 | -2.8% | -$1.94万 | 减仓 |
| BA | BOEING CO | $67.29万 | 0.06% | 3,381 | -83 | -2.4% | -$1.65万 | 减仓 |
| BX | BLACKSTONE INC | $68.79万 | 0.06% | 5,982 | -499 | -7.7% | -$5.74万 | 减仓 |
| DE | DEERE & CO | $68.91万 | 0.06% | 1,223 | -137 | -10.1% | -$7.72万 | 减仓 |
| MKL | MARKEL GROUP INC | $69.48万 | 0.06% | 363 | -6 | -1.6% | -$1.15万 | 减仓 |
| CAT | CATERPILLAR INC | $69.64万 | 0.06% | 983 | 7 | 0.7% | $4,959 | 加仓 |
| TOST | TOAST INC | $69.74万 | 0.06% | 26,307 | 2,825 | 12.0% | $7.49万 | 加仓 |
| — | HONEYWELL INTL INC | $70.02万 | 0.07% | 3,098 | -111 | -3.5% | -$2.51万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.07万 | 0.07% | 3,703 | 960 | 35.0% | $18.42万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $72.22万 | 0.07% | 9,210 | 9,210 | — | $72.22万 | 新建仓 |
| TJX | TJX COS INC NEW | $72.92万 | 0.07% | 4,566 | 340 | 8.0% | $5.43万 | 加仓 |
| SBUX | STARBUCKS CORP | $74.31万 | 0.07% | 8,294 | -339 | -3.9% | -$3.04万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $74.65万 | 0.07% | 13,354 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $75.47万 | 0.07% | 26,878 | 2,427 | 9.9% | $6.82万 | 加仓 |
| NOW | SERVICENOW INC | $77.52万 | 0.07% | 7,414 | -586 | -7.3% | -$6.13万 | 减仓 |
| TFC | TRUIST FINL CORP | $78.73万 | 0.07% | 17,126 | -2,863 | -14.3% | -$13.16万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $80.60万 | 0.07% | 1,542 | -1 | -0.1% | -$523 | 减仓 |
| CMPR | CIMPRESS PLC | $86.78万 | 0.08% | 11,888 | -15 | -0.1% | -$1,095 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $88.35万 | 0.08% | 4,108 | 1,588 | 63.0% | $34.15万 | 加仓 |
| EQIX | EQUINIX INC | $90.48万 | 0.08% | 923 | 14 | 1.5% | $1.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $91.87万 | 0.09% | 5,509 | 430 | 8.5% | $7.17万 | 加仓 |
| ASML | ASML HLDG NV | $93.38万 | 0.09% | 707 | -15 | -2.1% | -$1.98万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $93.62万 | 0.09% | 9,753 | 202 | 2.1% | $1.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $93.64万 | 0.09% | 24,215 | -7,720 | -24.2% | -$29.85万 | 减仓 |
| VGT | VANGUARD WORLD FD | $94.74万 | 0.09% | 1,358 | 1 | 0.1% | $698 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $95.60万 | 0.09% | 23,137 | 235 | 1.0% | $9,710 | 加仓 |
| CMCSA | COMCAST CORP NEW | $97.22万 | 0.09% | 33,864 | 763 | 2.3% | $2.19万 | 加仓 |
| MRK | MERCK & CO INC | $97.93万 | 0.09% | 8,084 | -7 | -0.1% | -$848 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $98.86万 | 0.09% | 450 | 0 | 0.0% | — | 不变 |