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
AMTM AMENTUM HOLDINGS INC $1.87亿15.00%9,065,677 1,3990.0% $2.89万 加仓
QLTY GMO ETF TRUST $1.43亿11.46%3,431,467 -98,267-2.8% -$409.72万 减仓
VOO VANGUARD INDEX FDS $7,552.19万6.05%109,960 59,600118.3% $4,093.40万 加仓
IJR ISHARES TR $5,213.58万4.17%351,532 47,53015.6% $704.92万 加仓
MTZ MASTEC INC $5,166.67万4.14%124,181 30,22832.2% $1,257.67万 加仓
AAPL APPLE INC $4,333.93万3.47%149,777 27,78222.8% $803.90万 加仓
IWB ISHARES TR $3,655.20万2.93%89,260 -7-0.0% -$2,866 减仓
SPY STATE STR SPDR S&P 500 ETF T $3,157.03万2.53%42,276 2,3525.9% $175.64万 加仓
IVV ISHARES TR $2,921.25万2.34%39,008 -17,714-31.2% -$1,326.57万 减仓
GQGU ADVISORS INNER CIRCLE FD III $2,434.60万1.95%958,503 4090.0% $1.04万 加仓
GOOGL ALPHABET INC $2,366.86万1.90%66,230 9,45316.6% $337.82万 加仓
IWR ISHARES TR $2,287.28万1.83%207,332 -4,766-2.2% -$52.58万 减仓
XLK SELECT SECTOR SPDR TR $1,956.49万1.57%102,692 140.0% $2,667 加仓
META META PLATFORMS INC $1,897.07万1.52%33,678 4,52215.5% $254.72万 加仓
AMZN AMAZON COM INC $1,759.91万1.41%73,840 12,00019.4% $286.01万 加仓
VERX VERTEX INC $1,542.73万1.24%1,343,838 590.0% $677 加仓
VTI VANGUARD INDEX FDS $1,520.10万1.22%41,079 -177-0.4% -$6.55万 减仓
NVDA NVIDIA CORPORATION $1,491.93万1.19%74,563 17,46330.6% $349.42万 加仓
MSFT MICROSOFT CORP $1,404.63万1.12%37,656 5,10915.7% $190.57万 加仓
QQQ INVESCO QQQ TR $1,247.95万1.00%16,947 950.6% $7.00万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,206.41万0.97%24,109 8183.5% $40.93万 加仓
VXUS VANGUARD STAR FDS $1,176.09万0.94%137,571 22,40019.4% $191.50万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $1,120.96万0.90%15,938 60.0% $4,220 加仓
— DIMENSIONAL ETF TRUST $1,057.38万0.85%238,363 00.0% — 不变
OEF ISHARES TR $1,003.14万0.80%27,418 00.0% — 不变
GOOG ALPHABET INC $962.94万0.77%29,726 3901.3% $12.63万 加仓
JNJ JOHNSON & JOHNSON $937.80万0.75%36,926 1,5934.5% $40.46万 加仓
VYMI VANGUARD WHITEHALL FDS $852.16万0.68%86,778 00.0% — 不变
IWF ISHARES TR $795.24万0.64%64,044 00.0% — 不变
UBER UBER TECHNOLOGIES INC $786.00万0.63%108,924 8,9018.9% $64.23万 加仓
SCHD SCHWAB STRATEGIC TR $743.29万0.60%234,403 26,87112.9% $85.21万 加仓
MU MICRON TECHNOLOGY INC $713.52万0.57%6,182 4,761335.0% $549.51万 加仓
FULT FULTON FINL CORP PA $679.99万0.54%281,104 00.0% — 不变
TSLA TESLA INC $622.49万0.50%14,800 5503.9% $23.13万 加仓
JPM JPMORGAN CHASE & CO $615.38万0.49%18,800 2,02312.1% $66.22万 加仓
BSY BENTLEY SYS INC $581.59万0.47%194,576 2510.1% $7,502 加仓
VYM VANGUARD WHITEHALL FDS $551.13万0.44%34,875 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $473.69万0.38%9,899 3553.7% $16.99万 加仓
RBLX ROBLOX CORP $465.68万0.37%85,634 -1,484-1.7% -$8.07万 减仓
EPD ENTERPRISE PRODS PARTNERS L $437.56万0.35%119,033 8040.7% $2.96万 加仓
ABBV ABBVIE INC $416.45万0.33%16,549 1,3228.7% $33.27万 加仓
VO VANGUARD INDEX FDS $395.88万0.32%49,135 -1,701-3.3% -$13.70万 减仓
AVGO BROADCOM INC $389.04万0.31%10,299 2,27428.3% $85.90万 加仓
MCD MCDONALDS CORP $388.09万0.31%14,357 1,0688.0% $28.87万 加仓
VUG VANGUARD INDEX FDS $352.48万0.28%40,920 10,20033.2% $87.86万 加仓
SDY SPDR SERIES TRUST $336.84万0.27%22,134 5642.6% $8.58万 加仓
APH AMPHENOL CORP $335.43万0.27%19,024 5,33939.0% $94.14万 加仓
MELI MERCADOLIBRE INC $319.45万0.26%1,882 -1-0.1% -$1,697 减仓
VB VANGUARD INDEX FDS $299.60万0.24%9,884 1001.0% $3.03万 加仓
AMAT APPLIED MATLS INC $287.72万0.23%3,980 922.4% $6.65万 加仓
GLD SPDR GOLD TR $274.55万0.22%7,453 -333-4.3% -$12.27万 减仓
LRCX LAM RESEARCH CORP $271.28万0.22%6,257 3415.8% $14.78万 加仓
XLP SELECT SECTOR SPDR TR $259.56万0.21%31,246 50.0% $415 加仓
LLY ELI LILLY & CO $258.09万0.21%2,152 37821.3% $45.33万 加仓
BAC BANK OF AMER CORP $257.07万0.21%45,115 10,38529.9% $59.17万 加仓
GSLC GOLDMAN SACHS ETF TR $244.94万0.20%17,263 -814-4.5% -$11.55万 减仓
HD HOME DEPOT INC $241.41万0.19%6,845 3,23889.8% $114.20万 加仓
VTV VANGUARD INDEX FDS $230.98万0.18%10,599 2,62032.8% $57.10万 加仓
PNC PNC FINL SVCS GROUP INC $230.89万0.18%9,377 2693.0% $6.62万 加仓
ASML ASML HLDG NV $224.01万0.18%1,126 41959.3% $83.36万 加仓
VV VANGUARD INDEX FDS $223.64万0.18%6,503 00.0% — 不变
IEF ISHARES TR $222.82万0.18%23,561 23,561— $222.82万 新建仓
IVW ISHARES TR $213.89万0.17%15,552 00.0% — 不变
WMB WILLIAMS COS INC $213.76万0.17%28,754 -2,898-9.2% -$21.54万 减仓
IWM ISHARES TR $212.32万0.17%7,067 10.0% $300 加仓
V VISA INC $208.95万0.17%6,090 75914.2% $26.04万 加仓
COST COSTCO WHOLESALE CORPORATION $203.93万0.16%2,180 442.1% $4.12万 加仓
AXP AMERICAN EXPRESS CO $203.76万0.16%6,024 1,63337.2% $55.24万 加仓
XLV SELECT SECTOR SPDR TR $203.74万0.16%12,841 4,03845.9% $64.07万 加仓
PEP PEPSICO INC $203.72万0.16%15,046 3,64932.0% $49.41万 加仓
AMD ADVANCED MICRO DEVICES INC $201.67万0.16%3,472 63122.2% $36.65万 加仓
ET ENERGY TRANSFER L P $194.54万0.16%101,747 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $178.83万0.14%51,582 -33-0.1% -$1,144 减仓
ITOT ISHARES TR $178.51万0.14%10,867 00.0% — 不变
DIS DISNEY WALT CO $177.84万0.14%18,477 6,60455.6% $63.56万 加仓
IWD ISHARES TR $175.92万0.14%7,257 00.0% — 不变
ABT ABBOTT LABORATORIES $169.72万0.14%18,704 -14-0.1% -$1,270 减仓
MRVL MARVELL TECHNOLOGY INC $169.25万0.14%5,682 96320.4% $28.68万 加仓
IJH ISHARES TR $162.27万0.13%21,044 00.0% — 不变
EFA ISHARES TR $161.53万0.13%15,549 490.3% $5,090 加仓
HCA HCA HEALTHCARE INC $160.48万0.13%4,116 -34-0.8% -$1.33万 减仓
AMGN AMGEN INC $158.87万0.13%4,387 -8-0.2% -$2,897 减仓
NSC NORFOLK SOUTHN CORP $156.79万0.13%4,984 901.8% $2.83万 加仓
COHR COHERENT CORP $156.68万0.13%3,972 3,972— $156.68万 新建仓
GWW WW GRAINGER INC $154.41万0.12%1,135 111.0% $1.50万 加仓
GEV GE VERNOVA INC $149.35万0.12%1,271 151.2% $1.76万 加仓
ACWX ISHARES TR $149.03万0.12%19,581 -1,850-8.6% -$14.08万 减仓
MRK MERCK & CO INC $147.57万0.12%11,408 3,32441.1% $43.00万 加仓
IVE ISHARES TR $147.18万0.12%6,482 00.0% — 不变
NVR NVR INC $144.44万0.12%212 00.0% — 不变
GE GE AEROSPACE $144.34万0.12%3,862 2376.5% $8.86万 加仓
BA BOEING CO $140.66万0.11%6,498 3,11792.2% $67.47万 加仓
MA MASTERCARD INCORPORATED $136.33万0.11%2,654 -44-1.6% -$2.26万 减仓
VTEB VANGUARD MUN BD FDS $135.26万0.11%26,741 -977-3.5% -$4.94万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $135.15万0.11%15,000 00.0% — 不变
CAT CATERPILLAR INC $134.52万0.11%1,263 28028.5% $29.82万 加仓
VTWO VANGUARD SCOTTSDALE FDS $134.38万0.11%11,067 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $134.18万0.11%3,374 1374.2% $5.45万 加仓
BND VANGUARD BD INDEX FDS $131.73万0.11%17,944 1,5039.1% $11.03万 加仓
ORCL ORACLE CORP $131.10万0.10%8,946 1,09814.0% $16.09万 加仓