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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $42.67万 | 0.03% | 5,182 | 44 | 0.9% | $3,623 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $42.02万 | 0.03% | 5,178 | 115 | 2.3% | $9,333 | 加仓 |
| BDX | BECTON DICKINSON & CO | $41.92万 | 0.03% | 2,770 | -350 | -11.2% | -$5.30万 | 减仓 |
| OKLO | OKLO INC | $41.28万 | 0.03% | 7,889 | -81 | -1.0% | -$4,239 | 减仓 |
| FICO | FAIR ISAAC CORP | $41.22万 | 0.03% | 345 | 43 | 14.2% | $5.14万 | 加仓 |
| QGRW | WISDOMTREE TR | $41.10万 | 0.03% | 6,225 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $40.43万 | 0.03% | 779 | -9 | -1.1% | -$4,670 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $39.53万 | 0.03% | 8,649 | 1,366 | 18.8% | $6.24万 | 加仓 |
| IYM | ISHARES TR | $39.40万 | 0.03% | 2,195 | 6 | 0.3% | $1,077 | 加仓 |
| BN | BROOKFIELD CORP | $39.05万 | 0.03% | 9,161 | -94 | -1.0% | -$4,007 | 减仓 |
| IXN | ISHARES TR | $39.01万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $38.99万 | 0.03% | 13,248 | 35 | 0.3% | $1,030 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $38.91万 | 0.03% | 4,225 | -90 | -2.1% | -$8,288 | 减仓 |
| CRM | SALESFORCE INC | $38.61万 | 0.03% | 2,456 | -187 | -7.1% | -$2.94万 | 减仓 |
| CMI | CUMMINS INC | $38.37万 | 0.03% | 538 | 86 | 19.0% | $6.13万 | 加仓 |
| ICLR | ICON PUB LTD CO | $38.22万 | 0.03% | 2,200 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $37.90万 | 0.03% | 19,967 | 19,967 | — | $37.90万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $37.07万 | 0.03% | 2,793 | 2,793 | — | $37.07万 | 新建仓 |
| GIGB | GOLDMAN SACHS ETF TR | $36.74万 | 0.03% | 8,004 | 169 | 2.2% | $7,758 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.60万 | 0.03% | 710 | 75 | 11.8% | $3.76万 | 加仓 |
| AFL | AFLAC INC | $35.53万 | 0.03% | 3,030 | 3,030 | — | $35.53万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.13万 | 0.03% | 3,011 | 827 | 37.9% | $9.65万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $35.08万 | 0.03% | 2,105 | -1,148 | -35.3% | -$19.13万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $34.88万 | 0.03% | 2,381 | 2,381 | — | $34.88万 | 新建仓 |
| — | QORVO INC | $34.72万 | 0.03% | 3,722 | 3,722 | — | $34.72万 | 新建仓 |
| DY | DYCOM INDS INC | $33.79万 | 0.03% | 668 | -5 | -0.7% | -$2,529 | 减仓 |
| VLUE | ISHARES TR | $33.57万 | 0.03% | 1,680 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $32.84万 | 0.03% | 2,955 | 2,955 | — | $32.84万 | 新建仓 |
| CVS | CVS HEALTH CORP | $32.48万 | 0.03% | 3,140 | -1,085 | -25.7% | -$11.22万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $32.34万 | 0.03% | 1,451 | -425 | -22.7% | -$9.47万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $32.32万 | 0.03% | 872 | 125 | 16.7% | $4.63万 | 加仓 |
| XSD | SPDR SERIES TRUST | $31.18万 | 0.02% | 500 | 500 | — | $31.18万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.76万 | 0.02% | 1,960 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $30.73万 | 0.02% | 13,713 | 13,713 | — | $30.73万 | 新建仓 |
| MCO | MOODYS CORP | $30.71万 | 0.02% | 678 | 95 | 16.3% | $4.30万 | 加仓 |
| NDSN | NORDSON CORP | $30.49万 | 0.02% | 1,008 | 1,008 | — | $30.49万 | 新建仓 |
| VFC | V F CORP | $30.35万 | 0.02% | 18,193 | -606 | -3.2% | -$1.01万 | 减仓 |
| PPL | PPL CORP | $30.14万 | 0.02% | 8,227 | -34 | -0.4% | -$1,246 | 减仓 |
| COWZ | PACER FDS TR | $30.12万 | 0.02% | 4,843 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $30.03万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $30.01万 | 0.02% | 1,235 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC | $30.01万 | 0.02% | 29,162 | -43 | -0.1% | -$442 | 减仓 |
| COKE | COCA COLA CONS INC | $29.69万 | 0.02% | 1,555 | 1,555 | — | $29.69万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $29.31万 | 0.02% | 1,740 | 210 | 13.7% | $3.54万 | 加仓 |
| C | CITIGROUP INC | $29.21万 | 0.02% | 2,087 | 2,087 | — | $29.21万 | 新建仓 |
| KKR | KKR & CO INC | $29.11万 | 0.02% | 3,172 | 340 | 12.0% | $3.12万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $29.05万 | 0.02% | 820 | 820 | — | $29.05万 | 新建仓 |
| TMUS | T-MOBILE US INC | $29.02万 | 0.02% | 1,730 | 160 | 10.2% | $2.68万 | 加仓 |
| PAYX | PAYCHEX INC | $29.01万 | 0.02% | 2,950 | 57 | 2.0% | $5,605 | 加仓 |
| MPC | MARATHON PETE CORP | $28.97万 | 0.02% | 1,133 | 27 | 2.4% | $6,903 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $28.66万 | 0.02% | 293 | 60 | 25.8% | $5.87万 | 加仓 |
| IWO | ISHARES TR | $28.64万 | 0.02% | 727 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $28.63万 | 0.02% | 4,740 | -916 | -16.2% | -$5.53万 | 减仓 |
| IUSG | ISHARES TR | $28.61万 | 0.02% | 1,521 | 181 | 13.5% | $3.40万 | 重新持有 |
| NCNO | NCINO INC | $28.52万 | 0.02% | 17,445 | 6,930 | 65.9% | $11.33万 | 加仓 |
| IYH | ISHARES TR | $28.48万 | 0.02% | 4,250 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $28.40万 | 0.02% | 2,967 | 497 | 20.1% | $4.76万 | 加仓 |
| VHT | VANGUARD WORLD FD | $28.38万 | 0.02% | 949 | -1,211 | -56.1% | -$36.21万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $28.34万 | 0.02% | 4,439 | 4,439 | — | $28.34万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $27.91万 | 0.02% | 5,367 | -112 | -2.0% | -$5,824 | 减仓 |
| Q | QNITY ELECTRONICS INC | $27.89万 | 0.02% | 1,708 | 1,708 | — | $27.89万 | 新建仓 |
| NUE | NUCOR CORP | $27.84万 | 0.02% | 1,250 | 1,250 | — | $27.84万 | 新建仓 |
| T | AT&T INC | $27.82万 | 0.02% | 13,439 | 3,383 | 33.6% | $7.00万 | 加仓 |
| TRGP | TARGA RES CORP | $27.75万 | 0.02% | 1,035 | 9 | 0.9% | $2,413 | 加仓 |
| IUSV | ISHARES TR | $27.72万 | 0.02% | 2,517 | 206 | 8.9% | $2.27万 | 重新持有 |
| IWS | ISHARES TR | $27.65万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $27.58万 | 0.02% | 3,700 | 517 | 16.2% | $3.85万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $27.47万 | 0.02% | 3,921 | -251 | -6.0% | -$1.76万 | 减仓 |
| ZS | ZSCALER INC | $27.47万 | 0.02% | 1,946 | -598 | -23.5% | -$8.44万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $27.26万 | 0.02% | 2,836 | 206 | 7.8% | $1.98万 | 重新持有 |
| GTIP | GOLDMAN SACHS ETF TR | $27.19万 | 0.02% | 5,566 | 248 | 4.7% | $1.21万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $27.19万 | 0.02% | 35,400 | 35,400 | — | $27.19万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $27.16万 | 0.02% | 2,064 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $27.16万 | 0.02% | 3,720 | 565 | 17.9% | $4.13万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $26.59万 | 0.02% | 13,613 | 13,613 | — | $26.59万 | 新建仓 |
| SNDK | SANDISK CORP | $26.22万 | 0.02% | 115 | 115 | — | $26.22万 | 新建仓 |
| BKU | BANKUNITED INC | $26.16万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.10万 | 0.02% | 3,116 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $25.89万 | 0.02% | 1,330 | 291 | 28.0% | $5.66万 | 加仓 |
| VST | VISTRA CORP | $25.56万 | 0.02% | 1,611 | 84 | 5.5% | $1.33万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $25.47万 | 0.02% | 5,246 | 76 | 1.5% | $3,691 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $25.39万 | 0.02% | 5,879 | 5,879 | — | $25.39万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.23万 | 0.02% | 508 | 508 | — | $25.23万 | 新建仓 |
| DVY | ISHARES TR | $24.99万 | 0.02% | 1,599 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $24.90万 | 0.02% | 2,570 | 2,570 | — | $24.90万 | 新建仓 |
| BLK | BLACKROCK INC | $24.71万 | 0.02% | 257 | 62 | 31.8% | $5.96万 | 重新持有 |
| FISV | FISERV INC | $24.53万 | 0.02% | 5,001 | -3,819 | -43.3% | -$18.73万 | 减仓 |
| AZN | ASTRAZENECA PLC | $24.27万 | 0.02% | 1,283 | 1,283 | — | $24.27万 | 新建仓 |
| IXC | ISHARES TR | $24.15万 | 0.02% | 4,915 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $24.02万 | 0.02% | 1,756 | 1,756 | — | $24.02万 | 新建仓 |
| WSE | WISE GROUP PLC | $23.98万 | 0.02% | 20,133 | 20,133 | — | $23.98万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $23.83万 | 0.02% | 2,146 | -196 | -8.4% | -$2.18万 | 减仓 |
| BOX | BOX INC | $23.83万 | 0.02% | 8,978 | 8,978 | — | $23.83万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $23.77万 | 0.02% | 2,675 | 2,675 | — | $23.77万 | 新建仓 |
| ADBE | ADOBE INC | $23.70万 | 0.02% | 1,156 | 1,156 | — | $23.70万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $23.68万 | 0.02% | 371 | 371 | — | $23.68万 | 新建仓 |
| FDX | FEDEX CORP | $23.67万 | 0.02% | 753 | 753 | — | $23.67万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $23.66万 | 0.02% | 1,318 | 33 | 2.6% | $5,925 | 加仓 |
| F | FORD MTR CO | $23.65万 | 0.02% | 17,012 | -139 | -0.8% | -$1,932 | 减仓 |
| DOCU | DOCUSIGN INC | $23.47万 | 0.02% | 5,283 | 5,283 | — | $23.47万 | 新建仓 |