13F 机构持仓

Legacy Advisors, LLC

PLYMOUTH MEETING PA · SEC CIK 0001720969

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AMTM 15.0%
QLTY 11.5%
VOO 6.0%
IJR 4.2%
MTZ 4.1%
AAPL 3.5%
IWB 2.9%
SPY 2.5%
IVV 2.3%
GQGU 1.9%

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
STBA S & T BANCORP INC $71.18万0.06%14,502 00.0% — 不变
TFC TRUIST FINL CORP $71.24万0.06%14,299 -2,827-16.5% -$14.08万 减仓
WFC WELLS FARGO & CO $71.26万0.06%8,623 2,82348.7% $23.33万 加仓
ULTA ULTA BEAUTY INC $71.30万0.06%1,581 392.5% $1.76万 加仓
EW EDWARDS LIFESCIENCES CORP $72.12万0.06%7,973 1862.4% $1.68万 加仓
SNPS SYNOPSYS INC $72.31万0.06%1,621 1036.8% $4.59万 加仓
QUAL ISHARES TR $75.09万0.06%3,422 32110.4% $7.04万 加仓
RTX RTX CORPORATION $75.44万0.06%3,976 86427.8% $16.39万 加仓
NOW SERVICENOW INC $77.31万0.06%7,787 3735.0% $3.70万 加仓
— INNOVATOR ETFS TRUST $77.77万0.06%18,817 -5,398-22.3% -$22.31万 减仓
RSP INVESCO EXCHANGE TRADED FD T $80.92万0.06%3,803 1002.7% $2.13万 加仓
BSV VANGUARD BD INDEX FDS $82.96万0.07%10,648 1,43815.6% $11.20万 加仓
DDOG DATADOG INC $82.98万0.07%3,187 52319.6% $13.62万 加仓
ADP AUTOMATIC DATA PROCESSING IN $83.44万0.07%3,698 2,384181.4% $53.79万 加仓
DE DEERE & CO $83.56万0.07%1,317 947.7% $5.96万 加仓
PANW PALO ALTO NETWORKS INC $83.75万0.07%2,456 42120.7% $14.36万 加仓
VG VENTURE GLOBAL INC $86.25万0.07%77,489 1240.2% $1,380 加仓
SBUX STARBUCKS CORP $92.28万0.07%9,030 7368.9% $7.52万 加仓
KLAC KLA CORP $92.63万0.07%3,070 45017.2% $13.58万 加仓
WTM WHITE MTNS INS GROUP LTD $92.89万0.07%448 -2-0.4% -$4,147 减仓
ACGL ARCH CAP GROUP LTD $93.34万0.07%9,617 -136-1.4% -$1.32万 减仓
VIG VANGUARD SPECIALIZED FUNDS $97.22万0.08%4,109 10.0% $237 加仓
PFE PFIZER INC $97.74万0.08%40,590 13,71251.0% $33.02万 加仓
WMT WALMART INC $97.93万0.08%8,646 6488.1% $7.34万 加仓
EQIX EQUINIX INC $98.82万0.08%948 252.7% $2.61万 加仓
GCOR GOLDMAN SACHS ETF TR $99.14万0.08%24,086 9494.1% $3.91万 加仓
NJR NEW JERSEY RES CORP $101.01万0.08%17,873 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $101.68万0.08%12,303 12,303— $101.68万 新建仓
ENVA ENOVA INTL INC $102.62万0.08%4,263 30.1% $722 加仓
PG PROCTER & GAMBLE CO $104.57万0.08%7,131 2784.1% $4.08万 加仓
TXN TEXAS INSTRS INC $106.64万0.09%3,578 2,052134.5% $61.16万 加仓
JAAA JANUS DETROIT STR TR $107.87万0.09%21,280 00.0% — 不变
PM PHILIP MORRIS INTL INC $108.10万0.09%5,975 4668.5% $8.43万 加仓
CSCO CISCO SYS INC $110.24万0.09%9,386 2,13629.5% $25.09万 加仓
BABA ALIBABA GROUP HLDG LTD $110.26万0.09%11,488 4494.1% $4.31万 加仓
NNE NANO NUCLEAR ENERGY INC $113.08万0.09%53,492 -16-0.0% -$338 减仓
IBIT ISHARES BITCOIN TRUST ETF $113.54万0.09%34,105 00.0% — 不变
AMLP ALPS ETF TR $120.81万0.10%23,300 23,300— $120.81万 新建仓
CMPR CIMPRESS PLC $121.05万0.10%11,903 150.1% $1,525 加仓
NFLX NETFLIX INC. $122.12万0.10%17,103 1,74311.3% $12.45万 加仓
PFS PROVIDENT FINL SVCS INC $122.19万0.10%51,689 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $122.68万0.10%2,672 391.5% $1.79万 加仓
CNO CNO FINL GROUP INC $124.76万0.10%24,472 -1,879-7.1% -$9.58万 减仓
EFX EQUIFAX INC $127.02万0.10%8,003 -38-0.5% -$6,031 减仓
VGT VANGUARD WORLD FD $128.23万0.10%10,729 -135-1.2% -$1.61万 减仓
CMCSA COMCAST CORP NEW $128.40万0.10%52,302 18,43854.4% $45.26万 加仓
CVX CHEVRON CORPORATION $128.95万0.10%7,779 6178.6% $10.23万 加仓
EMR EMERSON ELEC CO $129.47万0.10%9,045 5997.1% $8.57万 加仓
INTC INTEL CORP $130.81万0.10%9,368 9,368— $130.81万 新建仓
ORCL ORACLE CORP $131.10万0.10%8,946 1,09814.0% $16.09万 加仓
BND VANGUARD BD INDEX FDS $131.73万0.11%17,944 1,5039.1% $11.03万 加仓
ISRG INTUITIVE SURGICAL INC $134.18万0.11%3,374 1374.2% $5.45万 加仓
VTWO VANGUARD SCOTTSDALE FDS $134.38万0.11%11,067 00.0% — 不变
CAT CATERPILLAR INC $134.52万0.11%1,263 28028.5% $29.82万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $135.15万0.11%15,000 00.0% — 不变
VTEB VANGUARD MUN BD FDS $135.26万0.11%26,741 -977-3.5% -$4.94万 减仓
MA MASTERCARD INCORPORATED $136.33万0.11%2,654 -44-1.6% -$2.26万 减仓
BA BOEING CO $140.66万0.11%6,498 3,11792.2% $67.47万 加仓
GE GE AEROSPACE $144.34万0.12%3,862 2376.5% $8.86万 加仓
NVR NVR INC $144.44万0.12%212 00.0% — 不变
IVE ISHARES TR $147.18万0.12%6,482 00.0% — 不变
MRK MERCK & CO INC $147.57万0.12%11,408 3,32441.1% $43.00万 加仓
ACWX ISHARES TR $149.03万0.12%19,581 -1,850-8.6% -$14.08万 减仓
GEV GE VERNOVA INC $149.35万0.12%1,271 151.2% $1.76万 加仓
GWW WW GRAINGER INC $154.41万0.12%1,135 111.0% $1.50万 加仓
COHR COHERENT CORP $156.68万0.13%3,972 3,972— $156.68万 新建仓
NSC NORFOLK SOUTHN CORP $156.79万0.13%4,984 901.8% $2.83万 加仓
AMGN AMGEN INC $158.87万0.13%4,387 -8-0.2% -$2,897 减仓
HCA HCA HEALTHCARE INC $160.48万0.13%4,116 -34-0.8% -$1.33万 减仓
EFA ISHARES TR $161.53万0.13%15,549 490.3% $5,090 加仓
IJH ISHARES TR $162.27万0.13%21,044 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $169.25万0.14%5,682 96320.4% $28.68万 加仓
ABT ABBOTT LABORATORIES $169.72万0.14%18,704 -14-0.1% -$1,270 减仓
IWD ISHARES TR $175.92万0.14%7,257 00.0% — 不变
DIS DISNEY WALT CO $177.84万0.14%18,477 6,60455.6% $63.56万 加仓
ITOT ISHARES TR $178.51万0.14%10,867 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $178.83万0.14%51,582 -33-0.1% -$1,144 减仓
ET ENERGY TRANSFER L P $194.54万0.16%101,747 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $201.67万0.16%3,472 63122.2% $36.65万 加仓
PEP PEPSICO INC $203.72万0.16%15,046 3,64932.0% $49.41万 加仓
XLV SELECT SECTOR SPDR TR $203.74万0.16%12,841 4,03845.9% $64.07万 加仓
AXP AMERICAN EXPRESS CO $203.76万0.16%6,024 1,63337.2% $55.24万 加仓
COST COSTCO WHOLESALE CORPORATION $203.93万0.16%2,180 442.1% $4.12万 加仓
V VISA INC $208.95万0.17%6,090 75914.2% $26.04万 加仓
IWM ISHARES TR $212.32万0.17%7,067 10.0% $300 加仓
WMB WILLIAMS COS INC $213.76万0.17%28,754 -2,898-9.2% -$21.54万 减仓
IVW ISHARES TR $213.89万0.17%15,552 00.0% — 不变
IEF ISHARES TR $222.82万0.18%23,561 23,561— $222.82万 新建仓
VV VANGUARD INDEX FDS $223.64万0.18%6,503 00.0% — 不变
ASML ASML HLDG NV $224.01万0.18%1,126 41959.3% $83.36万 加仓
PNC PNC FINL SVCS GROUP INC $230.89万0.18%9,377 2693.0% $6.62万 加仓
VTV VANGUARD INDEX FDS $230.98万0.18%10,599 2,62032.8% $57.10万 加仓
HD HOME DEPOT INC $241.41万0.19%6,845 3,23889.8% $114.20万 加仓
GSLC GOLDMAN SACHS ETF TR $244.94万0.20%17,263 -814-4.5% -$11.55万 减仓
BAC BANK OF AMER CORP $257.07万0.21%45,115 10,38529.9% $59.17万 加仓
LLY ELI LILLY & CO $258.09万0.21%2,152 37821.3% $45.33万 加仓
XLP SELECT SECTOR SPDR TR $259.56万0.21%31,246 50.0% $415 加仓
LRCX LAM RESEARCH CORP $271.28万0.22%6,257 3415.8% $14.78万 加仓
GLD SPDR GOLD TR $274.55万0.22%7,453 -333-4.3% -$12.27万 减仓
AMAT APPLIED MATLS INC $287.72万0.23%3,980 922.4% $6.65万 加仓