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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $299.60万 | 0.24% | 9,884 | 100 | 1.0% | $3.03万 | 加仓 |
| MELI | MERCADOLIBRE INC | $319.45万 | 0.26% | 1,882 | -1 | -0.1% | -$1,697 | 减仓 |
| APH | AMPHENOL CORP | $335.43万 | 0.27% | 19,024 | 5,339 | 39.0% | $94.14万 | 加仓 |
| SDY | SPDR SERIES TRUST | $336.84万 | 0.27% | 22,134 | 564 | 2.6% | $8.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $352.48万 | 0.28% | 40,920 | 10,200 | 33.2% | $87.86万 | 加仓 |
| MCD | MCDONALDS CORP | $388.09万 | 0.31% | 14,357 | 1,068 | 8.0% | $28.87万 | 加仓 |
| AVGO | BROADCOM INC | $389.04万 | 0.31% | 10,299 | 2,274 | 28.3% | $85.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $395.88万 | 0.32% | 49,135 | -1,701 | -3.3% | -$13.70万 | 减仓 |
| ABBV | ABBVIE INC | $416.45万 | 0.33% | 16,549 | 1,322 | 8.7% | $33.27万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $437.56万 | 0.35% | 119,033 | 804 | 0.7% | $2.96万 | 加仓 |
| RBLX | ROBLOX CORP | $465.68万 | 0.37% | 85,634 | -1,484 | -1.7% | -$8.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $473.69万 | 0.38% | 9,899 | 355 | 3.7% | $16.99万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $551.13万 | 0.44% | 34,875 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $581.59万 | 0.47% | 194,576 | 251 | 0.1% | $7,502 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $615.38万 | 0.49% | 18,800 | 2,023 | 12.1% | $66.22万 | 加仓 |
| TSLA | TESLA INC | $622.49万 | 0.50% | 14,800 | 550 | 3.9% | $23.13万 | 加仓 |
| FULT | FULTON FINL CORP PA | $679.99万 | 0.54% | 281,104 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $713.52万 | 0.57% | 6,182 | 4,761 | 335.0% | $549.51万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $743.29万 | 0.60% | 234,403 | 26,871 | 12.9% | $85.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $786.00万 | 0.63% | 108,924 | 8,901 | 8.9% | $64.23万 | 加仓 |
| IWF | ISHARES TR | $795.24万 | 0.64% | 64,044 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $852.16万 | 0.68% | 86,778 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $937.80万 | 0.75% | 36,926 | 1,593 | 4.5% | $40.46万 | 加仓 |
| GOOG | ALPHABET INC | $962.94万 | 0.77% | 29,726 | 390 | 1.3% | $12.63万 | 加仓 |
| OEF | ISHARES TR | $1,003.14万 | 0.80% | 27,418 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1,057.38万 | 0.85% | 238,363 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,120.96万 | 0.90% | 15,938 | 6 | 0.0% | $4,220 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,176.09万 | 0.94% | 137,571 | 22,400 | 19.4% | $191.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,206.41万 | 0.97% | 24,109 | 818 | 3.5% | $40.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,247.95万 | 1.00% | 16,947 | 95 | 0.6% | $7.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,404.63万 | 1.12% | 37,656 | 5,109 | 15.7% | $190.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,491.93万 | 1.19% | 74,563 | 17,463 | 30.6% | $349.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,520.10万 | 1.22% | 41,079 | -177 | -0.4% | -$6.55万 | 减仓 |
| VERX | VERTEX INC | $1,542.73万 | 1.24% | 1,343,838 | 59 | 0.0% | $677 | 加仓 |
| AMZN | AMAZON COM INC | $1,759.91万 | 1.41% | 73,840 | 12,000 | 19.4% | $286.01万 | 加仓 |
| META | META PLATFORMS INC | $1,897.07万 | 1.52% | 33,678 | 4,522 | 15.5% | $254.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,956.49万 | 1.57% | 102,692 | 14 | 0.0% | $2,667 | 加仓 |
| IWR | ISHARES TR | $2,287.28万 | 1.83% | 207,332 | -4,766 | -2.2% | -$52.58万 | 减仓 |
| GOOGL | ALPHABET INC | $2,366.86万 | 1.90% | 66,230 | 9,453 | 16.6% | $337.82万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $2,434.60万 | 1.95% | 958,503 | 409 | 0.0% | $1.04万 | 加仓 |
| IVV | ISHARES TR | $2,921.25万 | 2.34% | 39,008 | -17,714 | -31.2% | -$1,326.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,157.03万 | 2.53% | 42,276 | 2,352 | 5.9% | $175.64万 | 加仓 |
| IWB | ISHARES TR | $3,655.20万 | 2.93% | 89,260 | -7 | -0.0% | -$2,866 | 减仓 |
| AAPL | APPLE INC | $4,333.93万 | 3.47% | 149,777 | 27,782 | 22.8% | $803.90万 | 加仓 |
| MTZ | MASTEC INC | $5,166.67万 | 4.14% | 124,181 | 30,228 | 32.2% | $1,257.67万 | 加仓 |
| IJR | ISHARES TR | $5,213.58万 | 4.17% | 351,532 | 47,530 | 15.6% | $704.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,552.19万 | 6.05% | 109,960 | 59,600 | 118.3% | $4,093.40万 | 加仓 |
| QLTY | GMO ETF TRUST | $1.43亿 | 11.46% | 3,431,467 | -98,267 | -2.8% | -$409.72万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $1.87亿 | 15.00% | 9,065,677 | 1,399 | 0.0% | $2.89万 | 加仓 |