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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $29.01万 | 0.02% | 2,950 | 57 | 2.0% | $5,605 | 加仓 |
| TMUS | T-MOBILE US INC | $29.02万 | 0.02% | 1,730 | 160 | 10.2% | $2.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $29.05万 | 0.02% | 820 | 820 | — | $29.05万 | 新建仓 |
| KKR | KKR & CO INC | $29.11万 | 0.02% | 3,172 | 340 | 12.0% | $3.12万 | 加仓 |
| C | CITIGROUP INC | $29.21万 | 0.02% | 2,087 | 2,087 | — | $29.21万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $29.31万 | 0.02% | 1,740 | 210 | 13.7% | $3.54万 | 加仓 |
| COKE | COCA COLA CONS INC | $29.69万 | 0.02% | 1,555 | 1,555 | — | $29.69万 | 新建仓 |
| PHR | PHREESIA INC | $30.01万 | 0.02% | 29,162 | -43 | -0.1% | -$442 | 减仓 |
| VBR | VANGUARD INDEX FDS | $30.01万 | 0.02% | 1,235 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $30.03万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $30.12万 | 0.02% | 4,843 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $30.14万 | 0.02% | 8,227 | -34 | -0.4% | -$1,246 | 减仓 |
| VFC | V F CORP | $30.35万 | 0.02% | 18,193 | -606 | -3.2% | -$1.01万 | 减仓 |
| NDSN | NORDSON CORP | $30.49万 | 0.02% | 1,008 | 1,008 | — | $30.49万 | 新建仓 |
| MCO | MOODYS CORP | $30.71万 | 0.02% | 678 | 95 | 16.3% | $4.30万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $30.73万 | 0.02% | 13,713 | 13,713 | — | $30.73万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.76万 | 0.02% | 1,960 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $31.18万 | 0.02% | 500 | 500 | — | $31.18万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $32.32万 | 0.03% | 872 | 125 | 16.7% | $4.63万 | 加仓 |
| WM | WASTE MGMT INC DEL | $32.34万 | 0.03% | 1,451 | -425 | -22.7% | -$9.47万 | 减仓 |
| CVS | CVS HEALTH CORP | $32.48万 | 0.03% | 3,140 | -1,085 | -25.7% | -$11.22万 | 重新持有 |
| RPM | RPM INTL INC | $32.84万 | 0.03% | 2,955 | 2,955 | — | $32.84万 | 新建仓 |
| VLUE | ISHARES TR | $33.57万 | 0.03% | 1,680 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $33.79万 | 0.03% | 668 | -5 | -0.7% | -$2,529 | 减仓 |
| — | QORVO INC | $34.72万 | 0.03% | 3,722 | 3,722 | — | $34.72万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $34.88万 | 0.03% | 2,381 | 2,381 | — | $34.88万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $35.08万 | 0.03% | 2,105 | -1,148 | -35.3% | -$19.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.13万 | 0.03% | 3,011 | 827 | 37.9% | $9.65万 | 加仓 |
| AFL | AFLAC INC | $35.53万 | 0.03% | 3,030 | 3,030 | — | $35.53万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.60万 | 0.03% | 710 | 75 | 11.8% | $3.76万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $36.74万 | 0.03% | 8,004 | 169 | 2.2% | $7,758 | 加仓 |
| RMBS | RAMBUS INC DEL | $37.07万 | 0.03% | 2,793 | 2,793 | — | $37.07万 | 新建仓 |
| MGNI | MAGNITE INC | $37.90万 | 0.03% | 19,967 | 19,967 | — | $37.90万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $38.22万 | 0.03% | 2,200 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $38.37万 | 0.03% | 538 | 86 | 19.0% | $6.13万 | 加仓 |
| CRM | SALESFORCE INC | $38.61万 | 0.03% | 2,456 | -187 | -7.1% | -$2.94万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $38.91万 | 0.03% | 4,225 | -90 | -2.1% | -$8,288 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.99万 | 0.03% | 13,248 | 35 | 0.3% | $1,030 | 加仓 |
| IXN | ISHARES TR | $39.01万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $39.05万 | 0.03% | 9,161 | -94 | -1.0% | -$4,007 | 减仓 |
| IYM | ISHARES TR | $39.40万 | 0.03% | 2,195 | 6 | 0.3% | $1,077 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $39.53万 | 0.03% | 8,649 | 1,366 | 18.8% | $6.24万 | 加仓 |
| LIN | LINDE PLC | $40.43万 | 0.03% | 779 | -9 | -1.1% | -$4,670 | 减仓 |
| QGRW | WISDOMTREE TR | $41.10万 | 0.03% | 6,225 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $41.22万 | 0.03% | 345 | 43 | 14.2% | $5.14万 | 加仓 |
| OKLO | OKLO INC | $41.28万 | 0.03% | 7,889 | -81 | -1.0% | -$4,239 | 减仓 |
| BDX | BECTON DICKINSON & CO | $41.92万 | 0.03% | 2,770 | -350 | -11.2% | -$5.30万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $42.02万 | 0.03% | 5,178 | 115 | 2.3% | $9,333 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $42.67万 | 0.03% | 5,182 | 44 | 0.9% | $3,623 | 加仓 |
| KO | COCA COLA CO | $43.03万 | 0.03% | 5,260 | 1,725 | 48.8% | $14.11万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $43.81万 | 0.04% | 1,844 | 193 | 11.7% | $4.58万 | 加仓 |
| NVS | NOVARTIS AG | $44.46万 | 0.04% | 2,837 | 330 | 13.2% | $5.17万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $44.88万 | 0.04% | 2,627 | 2,627 | — | $44.88万 | 新建仓 |
| QCOM | QUALCOMM INC | $45.16万 | 0.04% | 2,444 | 385 | 18.7% | $7.11万 | 加仓 |
| HEFA | ISHARES TR | $45.29万 | 0.04% | 9,652 | 9,652 | — | $45.29万 | 新建仓 |
| URA | GLOBAL X FDS | $45.61万 | 0.04% | 10,438 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $46.09万 | 0.04% | 5,980 | 112 | 1.9% | $8,633 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $46.39万 | 0.04% | 8,051 | 722 | 9.9% | $4.16万 | 加仓 |
| DHR | DANAHER CORP DEL | $47.92万 | 0.04% | 2,516 | 645 | 34.5% | $12.29万 | 加仓 |
| ETN | EATON CORP PLC | $48.24万 | 0.04% | 1,132 | -427 | -27.4% | -$18.20万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $48.33万 | 0.04% | 2,955 | 344 | 13.2% | $5.63万 | 加仓 |
| GLW | CORNING INC | $48.81万 | 0.04% | 1,911 | 1,911 | — | $48.81万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $49.04万 | 0.04% | 2,218 | 2,218 | — | $49.04万 | 新建仓 |
| OKTA | OKTA INC | $49.12万 | 0.04% | 3,600 | 3,600 | — | $49.12万 | 新建仓 |
| SYK | STRYKER CORPORATION | $49.62万 | 0.04% | 1,576 | 1,576 | — | $49.62万 | 新建仓 |
| HON | HONEYWELL INTL INC | $49.66万 | 0.04% | 2,218 | -880 | -28.4% | -$19.70万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $50.26万 | 0.04% | 5,677 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENGY INFRSTR & INC | $50.70万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $50.83万 | 0.04% | 2,101 | 1,116 | 113.3% | $27.00万 | 加仓 |
| MPLX | MPLX LP | $52.25万 | 0.04% | 9,275 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.32万 | 0.04% | 1,896 | 256 | 15.6% | $7.20万 | 加仓 |
| IWC | ISHARES TR | $53.35万 | 0.04% | 2,667 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $53.98万 | 0.04% | 3,300 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $54.64万 | 0.04% | 9,475 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $56.46万 | 0.05% | 558 | 79 | 16.5% | $7.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.53万 | 0.05% | 1,384 | 297 | 27.3% | $12.35万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $57.65万 | 0.05% | 32,236 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $57.89万 | 0.05% | 5,385 | 42 | 0.8% | $4,515 | 加仓 |
| CTVA | CORTEVA INC | $58.51万 | 0.05% | 6,908 | 411 | 6.3% | $3.48万 | 加仓 |
| IWP | ISHARES TR | $58.68万 | 0.05% | 4,008 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $58.71万 | 0.05% | 2,654 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.22万 | 0.05% | 776 | 164 | 26.8% | $12.52万 | 加仓 |
| MS | MORGAN STANLEY | $60.67万 | 0.05% | 2,903 | 248 | 9.3% | $5.18万 | 加仓 |
| UNP | UNION PAC CORP | $62.62万 | 0.05% | 2,302 | 284 | 14.1% | $7.73万 | 加仓 |
| IEFA | ISHARES TR | $63.65万 | 0.05% | 6,590 | 1,941 | 41.8% | $18.75万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.05万 | 0.05% | 8,990 | 2,678 | 42.4% | $19.08万 | 加仓 |
| BX | BLACKSTONE INC | $64.41万 | 0.05% | 5,474 | -508 | -8.5% | -$5.98万 | 减仓 |
| IXUS | ISHARES TR | $64.99万 | 0.05% | 6,810 | -285 | -4.0% | -$2.72万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $65.13万 | 0.05% | 3,063 | -187 | -5.8% | -$3.98万 | 减仓 |
| TOST | TOAST INC | $65.32万 | 0.05% | 23,481 | -2,826 | -10.7% | -$7.86万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $65.86万 | 0.05% | 13,433 | 13,433 | — | $65.86万 | 新建仓 |
| TJX | TJX COS INC NEW | $68.28万 | 0.05% | 4,507 | -59 | -1.3% | -$8,939 | 减仓 |
| CB | CHUBB LIMITED | $68.63万 | 0.05% | 2,008 | 2,008 | — | $68.63万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $68.68万 | 0.05% | 1,830 | 131 | 7.7% | $4.92万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $68.91万 | 0.06% | 13,354 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $69.01万 | 0.06% | 2,354 | 860 | 57.6% | $25.21万 | 加仓 |
| EZU | ISHARES INC | $69.47万 | 0.06% | 9,996 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $69.86万 | 0.06% | 2,534 | 421 | 19.9% | $11.61万 | 加仓 |
| MKL | MARKEL GROUP INC | $70.70万 | 0.06% | 362 | -1 | -0.3% | -$1,953 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $70.71万 | 0.06% | 16,701 | 5,633 | 50.9% | $23.85万 | 加仓 |