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 |
|---|---|---|---|---|---|---|---|---|
| STBA | S & T BANCORP INC | $71.18万 | 0.06% | 14,502 | 0 | 0.0% | — | 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 | 2,823 | 48.7% | $23.33万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $71.30万 | 0.06% | 1,581 | 39 | 2.5% | $1.76万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $72.12万 | 0.06% | 7,973 | 186 | 2.4% | $1.68万 | 加仓 |
| SNPS | SYNOPSYS INC | $72.31万 | 0.06% | 1,621 | 103 | 6.8% | $4.59万 | 加仓 |
| QUAL | ISHARES TR | $75.09万 | 0.06% | 3,422 | 321 | 10.4% | $7.04万 | 加仓 |
| RTX | RTX CORPORATION | $75.44万 | 0.06% | 3,976 | 864 | 27.8% | $16.39万 | 加仓 |
| NOW | SERVICENOW INC | $77.31万 | 0.06% | 7,787 | 373 | 5.0% | $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 | 100 | 2.7% | $2.13万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $82.96万 | 0.07% | 10,648 | 1,438 | 15.6% | $11.20万 | 加仓 |
| DDOG | DATADOG INC | $82.98万 | 0.07% | 3,187 | 523 | 19.6% | $13.62万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $83.44万 | 0.07% | 3,698 | 2,384 | 181.4% | $53.79万 | 加仓 |
| DE | DEERE & CO | $83.56万 | 0.07% | 1,317 | 94 | 7.7% | $5.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $83.75万 | 0.07% | 2,456 | 421 | 20.7% | $14.36万 | 加仓 |
| VG | VENTURE GLOBAL INC | $86.25万 | 0.07% | 77,489 | 124 | 0.2% | $1,380 | 加仓 |
| SBUX | STARBUCKS CORP | $92.28万 | 0.07% | 9,030 | 736 | 8.9% | $7.52万 | 加仓 |
| KLAC | KLA CORP | $92.63万 | 0.07% | 3,070 | 450 | 17.2% | $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 | 1 | 0.0% | $237 | 加仓 |
| PFE | PFIZER INC | $97.74万 | 0.08% | 40,590 | 13,712 | 51.0% | $33.02万 | 加仓 |
| WMT | WALMART INC | $97.93万 | 0.08% | 8,646 | 648 | 8.1% | $7.34万 | 加仓 |
| EQIX | EQUINIX INC | $98.82万 | 0.08% | 948 | 25 | 2.7% | $2.61万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $99.14万 | 0.08% | 24,086 | 949 | 4.1% | $3.91万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $101.01万 | 0.08% | 17,873 | 0 | 0.0% | — | 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 | 3 | 0.1% | $722 | 加仓 |
| PG | PROCTER & GAMBLE CO | $104.57万 | 0.08% | 7,131 | 278 | 4.1% | $4.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $106.64万 | 0.09% | 3,578 | 2,052 | 134.5% | $61.16万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $107.87万 | 0.09% | 21,280 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $108.10万 | 0.09% | 5,975 | 466 | 8.5% | $8.43万 | 加仓 |
| CSCO | CISCO SYS INC | $110.24万 | 0.09% | 9,386 | 2,136 | 29.5% | $25.09万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $110.26万 | 0.09% | 11,488 | 449 | 4.1% | $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 | 0 | 0.0% | — | 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 | 15 | 0.1% | $1,525 | 加仓 |
| NFLX | NETFLIX INC. | $122.12万 | 0.10% | 17,103 | 1,743 | 11.3% | $12.45万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $122.19万 | 0.10% | 51,689 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $122.68万 | 0.10% | 2,672 | 39 | 1.5% | $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 | 18,438 | 54.4% | $45.26万 | 加仓 |
| CVX | CHEVRON CORPORATION | $128.95万 | 0.10% | 7,779 | 617 | 8.6% | $10.23万 | 加仓 |
| EMR | EMERSON ELEC CO | $129.47万 | 0.10% | 9,045 | 599 | 7.1% | $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 | 1,098 | 14.0% | $16.09万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $131.73万 | 0.11% | 17,944 | 1,503 | 9.1% | $11.03万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $134.18万 | 0.11% | 3,374 | 137 | 4.2% | $5.45万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $134.38万 | 0.11% | 11,067 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $134.52万 | 0.11% | 1,263 | 280 | 28.5% | $29.82万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $135.15万 | 0.11% | 15,000 | 0 | 0.0% | — | 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 | 3,117 | 92.2% | $67.47万 | 加仓 |
| GE | GE AEROSPACE | $144.34万 | 0.12% | 3,862 | 237 | 6.5% | $8.86万 | 加仓 |
| NVR | NVR INC | $144.44万 | 0.12% | 212 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $147.18万 | 0.12% | 6,482 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $147.57万 | 0.12% | 11,408 | 3,324 | 41.1% | $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 | 15 | 1.2% | $1.76万 | 加仓 |
| GWW | WW GRAINGER INC | $154.41万 | 0.12% | 1,135 | 11 | 1.0% | $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 | 90 | 1.8% | $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 | 49 | 0.3% | $5,090 | 加仓 |
| IJH | ISHARES TR | $162.27万 | 0.13% | 21,044 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $169.25万 | 0.14% | 5,682 | 963 | 20.4% | $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 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $177.84万 | 0.14% | 18,477 | 6,604 | 55.6% | $63.56万 | 加仓 |
| ITOT | ISHARES TR | $178.51万 | 0.14% | 10,867 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $201.67万 | 0.16% | 3,472 | 631 | 22.2% | $36.65万 | 加仓 |
| PEP | PEPSICO INC | $203.72万 | 0.16% | 15,046 | 3,649 | 32.0% | $49.41万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $203.74万 | 0.16% | 12,841 | 4,038 | 45.9% | $64.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $203.76万 | 0.16% | 6,024 | 1,633 | 37.2% | $55.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $203.93万 | 0.16% | 2,180 | 44 | 2.1% | $4.12万 | 加仓 |
| V | VISA INC | $208.95万 | 0.17% | 6,090 | 759 | 14.2% | $26.04万 | 加仓 |
| IWM | ISHARES TR | $212.32万 | 0.17% | 7,067 | 1 | 0.0% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $224.01万 | 0.18% | 1,126 | 419 | 59.3% | $83.36万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $230.89万 | 0.18% | 9,377 | 269 | 3.0% | $6.62万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $230.98万 | 0.18% | 10,599 | 2,620 | 32.8% | $57.10万 | 加仓 |
| HD | HOME DEPOT INC | $241.41万 | 0.19% | 6,845 | 3,238 | 89.8% | $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 | 10,385 | 29.9% | $59.17万 | 加仓 |
| LLY | ELI LILLY & CO | $258.09万 | 0.21% | 2,152 | 378 | 21.3% | $45.33万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $259.56万 | 0.21% | 31,246 | 5 | 0.0% | $415 | 加仓 |
| LRCX | LAM RESEARCH CORP | $271.28万 | 0.22% | 6,257 | 341 | 5.8% | $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 | 92 | 2.4% | $6.65万 | 加仓 |