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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $130.81万 | 0.10% | 9,368 | 9,368 | — | $130.81万 | 新建仓 |
| EMR | EMERSON ELEC CO | $129.47万 | 0.10% | 9,045 | 599 | 7.1% | $8.57万 | 加仓 |
| CVX | CHEVRON CORPORATION | $128.95万 | 0.10% | 7,779 | 617 | 8.6% | $10.23万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $128.40万 | 0.10% | 52,302 | 18,438 | 54.4% | $45.26万 | 加仓 |
| VGT | VANGUARD WORLD FD | $128.23万 | 0.10% | 10,729 | -135 | -1.2% | -$1.61万 | 减仓 |
| EFX | EQUIFAX INC | $127.02万 | 0.10% | 8,003 | -38 | -0.5% | -$6,031 | 减仓 |
| CNO | CNO FINL GROUP INC | $124.76万 | 0.10% | 24,472 | -1,879 | -7.1% | -$9.58万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $122.68万 | 0.10% | 2,672 | 39 | 1.5% | $1.79万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $122.19万 | 0.10% | 51,689 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $122.12万 | 0.10% | 17,103 | 1,743 | 11.3% | $12.45万 | 加仓 |
| CMPR | CIMPRESS PLC | $121.05万 | 0.10% | 11,903 | 15 | 0.1% | $1,525 | 加仓 |
| AMLP | ALPS ETF TR | $120.81万 | 0.10% | 23,300 | 23,300 | — | $120.81万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $113.54万 | 0.09% | 34,105 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $113.08万 | 0.09% | 53,492 | -16 | -0.0% | -$338 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $110.26万 | 0.09% | 11,488 | 449 | 4.1% | $4.31万 | 加仓 |
| CSCO | CISCO SYS INC | $110.24万 | 0.09% | 9,386 | 2,136 | 29.5% | $25.09万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $108.10万 | 0.09% | 5,975 | 466 | 8.5% | $8.43万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $107.87万 | 0.09% | 21,280 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $106.64万 | 0.09% | 3,578 | 2,052 | 134.5% | $61.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $104.57万 | 0.08% | 7,131 | 278 | 4.1% | $4.08万 | 加仓 |
| ENVA | ENOVA INTL INC | $102.62万 | 0.08% | 4,263 | 3 | 0.1% | $722 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $101.68万 | 0.08% | 12,303 | 12,303 | — | $101.68万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $101.01万 | 0.08% | 17,873 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ETF TR | $99.14万 | 0.08% | 24,086 | 949 | 4.1% | $3.91万 | 加仓 |
| EQIX | EQUINIX INC | $98.82万 | 0.08% | 948 | 25 | 2.7% | $2.61万 | 加仓 |
| WMT | WALMART INC | $97.93万 | 0.08% | 8,646 | 648 | 8.1% | $7.34万 | 加仓 |
| PFE | PFIZER INC | $97.74万 | 0.08% | 40,590 | 13,712 | 51.0% | $33.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $97.22万 | 0.08% | 4,109 | 1 | 0.0% | $237 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $93.34万 | 0.07% | 9,617 | -136 | -1.4% | -$1.32万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $92.89万 | 0.07% | 448 | -2 | -0.4% | -$4,147 | 减仓 |
| KLAC | KLA CORP | $92.63万 | 0.07% | 3,070 | 450 | 17.2% | $13.58万 | 加仓 |
| SBUX | STARBUCKS CORP | $92.28万 | 0.07% | 9,030 | 736 | 8.9% | $7.52万 | 加仓 |
| VG | VENTURE GLOBAL INC | $86.25万 | 0.07% | 77,489 | 124 | 0.2% | $1,380 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $83.75万 | 0.07% | 2,456 | 421 | 20.7% | $14.36万 | 加仓 |
| DE | DEERE & CO | $83.56万 | 0.07% | 1,317 | 94 | 7.7% | $5.96万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $83.44万 | 0.07% | 3,698 | 2,384 | 181.4% | $53.79万 | 加仓 |
| DDOG | DATADOG INC | $82.98万 | 0.07% | 3,187 | 523 | 19.6% | $13.62万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $82.96万 | 0.07% | 10,648 | 1,438 | 15.6% | $11.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $80.92万 | 0.06% | 3,803 | 100 | 2.7% | $2.13万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $77.77万 | 0.06% | 18,817 | -5,398 | -22.3% | -$22.31万 | 减仓 |
| NOW | SERVICENOW INC | $77.31万 | 0.06% | 7,787 | 373 | 5.0% | $3.70万 | 加仓 |
| RTX | RTX CORPORATION | $75.44万 | 0.06% | 3,976 | 864 | 27.8% | $16.39万 | 加仓 |
| QUAL | ISHARES TR | $75.09万 | 0.06% | 3,422 | 321 | 10.4% | $7.04万 | 加仓 |
| SNPS | SYNOPSYS INC | $72.31万 | 0.06% | 1,621 | 103 | 6.8% | $4.59万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $72.12万 | 0.06% | 7,973 | 186 | 2.4% | $1.68万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $71.30万 | 0.06% | 1,581 | 39 | 2.5% | $1.76万 | 加仓 |
| WFC | WELLS FARGO & CO | $71.26万 | 0.06% | 8,623 | 2,823 | 48.7% | $23.33万 | 加仓 |
| TFC | TRUIST FINL CORP | $71.24万 | 0.06% | 14,299 | -2,827 | -16.5% | -$14.08万 | 减仓 |
| STBA | S & T BANCORP INC | $71.18万 | 0.06% | 14,502 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $70.71万 | 0.06% | 16,701 | 5,633 | 50.9% | $23.85万 | 加仓 |
| MKL | MARKEL GROUP INC | $70.70万 | 0.06% | 362 | -1 | -0.3% | -$1,953 | 减仓 |
| CI | THE CIGNA GROUP | $69.86万 | 0.06% | 2,534 | 421 | 19.9% | $11.61万 | 加仓 |
| EZU | ISHARES INC | $69.47万 | 0.06% | 9,996 | 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 |
| GIL | GILDAN ACTIVEWEAR INC | $68.91万 | 0.06% | 13,354 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $68.68万 | 0.05% | 1,830 | 131 | 7.7% | $4.92万 | 加仓 |
| CB | CHUBB LIMITED | $68.63万 | 0.05% | 2,008 | 2,008 | — | $68.63万 | 新建仓 |
| TJX | TJX COS INC NEW | $68.28万 | 0.05% | 4,507 | -59 | -1.3% | -$8,939 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $65.86万 | 0.05% | 13,433 | 13,433 | — | $65.86万 | 新建仓 |
| TOST | TOAST INC | $65.32万 | 0.05% | 23,481 | -2,826 | -10.7% | -$7.86万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $65.13万 | 0.05% | 3,063 | -187 | -5.8% | -$3.98万 | 减仓 |
| IXUS | ISHARES TR | $64.99万 | 0.05% | 6,810 | -285 | -4.0% | -$2.72万 | 减仓 |
| BX | BLACKSTONE INC | $64.41万 | 0.05% | 5,474 | -508 | -8.5% | -$5.98万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.05万 | 0.05% | 8,990 | 2,678 | 42.4% | $19.08万 | 加仓 |
| IEFA | ISHARES TR | $63.65万 | 0.05% | 6,590 | 1,941 | 41.8% | $18.75万 | 加仓 |
| UNP | UNION PAC CORP | $62.62万 | 0.05% | 2,302 | 284 | 14.1% | $7.73万 | 加仓 |
| MS | MORGAN STANLEY | $60.67万 | 0.05% | 2,903 | 248 | 9.3% | $5.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.22万 | 0.05% | 776 | 164 | 26.8% | $12.52万 | 加仓 |
| IWN | ISHARES TR | $58.71万 | 0.05% | 2,654 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $58.68万 | 0.05% | 4,008 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $58.51万 | 0.05% | 6,908 | 411 | 6.3% | $3.48万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $57.89万 | 0.05% | 5,385 | 42 | 0.8% | $4,515 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $57.65万 | 0.05% | 32,236 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $57.53万 | 0.05% | 1,384 | 297 | 27.3% | $12.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.46万 | 0.05% | 558 | 79 | 16.5% | $7.99万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $54.64万 | 0.04% | 9,475 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $53.98万 | 0.04% | 3,300 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $53.35万 | 0.04% | 2,667 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.32万 | 0.04% | 1,896 | 256 | 15.6% | $7.20万 | 加仓 |
| MPLX | MPLX LP | $52.25万 | 0.04% | 9,275 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $50.83万 | 0.04% | 2,101 | 1,116 | 113.3% | $27.00万 | 加仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $50.70万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $50.26万 | 0.04% | 5,677 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $49.66万 | 0.04% | 2,218 | -880 | -28.4% | -$19.70万 | 减仓 |
| SYK | STRYKER CORPORATION | $49.62万 | 0.04% | 1,576 | 1,576 | — | $49.62万 | 新建仓 |
| OKTA | OKTA INC | $49.12万 | 0.04% | 3,600 | 3,600 | — | $49.12万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $49.04万 | 0.04% | 2,218 | 2,218 | — | $49.04万 | 新建仓 |
| GLW | CORNING INC | $48.81万 | 0.04% | 1,911 | 1,911 | — | $48.81万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $48.33万 | 0.04% | 2,955 | 344 | 13.2% | $5.63万 | 加仓 |
| ETN | EATON CORP PLC | $48.24万 | 0.04% | 1,132 | -427 | -27.4% | -$18.20万 | 减仓 |
| DHR | DANAHER CORP DEL | $47.92万 | 0.04% | 2,516 | 645 | 34.5% | $12.29万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $46.39万 | 0.04% | 8,051 | 722 | 9.9% | $4.16万 | 加仓 |
| GM | GENERAL MTRS CO | $46.09万 | 0.04% | 5,980 | 112 | 1.9% | $8,633 | 加仓 |
| URA | GLOBAL X FDS | $45.61万 | 0.04% | 10,438 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $45.29万 | 0.04% | 9,652 | 9,652 | — | $45.29万 | 新建仓 |
| QCOM | QUALCOMM INC | $45.16万 | 0.04% | 2,444 | 385 | 18.7% | $7.11万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $44.88万 | 0.04% | 2,627 | 2,627 | — | $44.88万 | 新建仓 |
| NVS | NOVARTIS AG | $44.46万 | 0.04% | 2,837 | 330 | 13.2% | $5.17万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $43.81万 | 0.04% | 1,844 | 193 | 11.7% | $4.58万 | 加仓 |
| KO | COCA COLA CO | $43.03万 | 0.03% | 5,260 | 1,725 | 48.8% | $14.11万 | 加仓 |