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
PINS PINTEREST INC $23.22万0.02%11,043 11,043— $23.22万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $23.00万0.02%2,784 2,320500.0% $19.17万 重新持有
CME CME GROUP INC $22.94万0.02%1,039 -77-6.9% -$1.70万 减仓
NEXT NEXTDECADE CORP $22.62万0.02%30,000 30,000— $22.62万 新建仓
COF CAPITAL ONE FINL CORP $22.55万0.02%1,124 -219-16.3% -$4.39万 重新持有
VGLT VANGUARD SCOTTSDALE FDS $22.29万0.02%4,039 2105.5% $1.16万 加仓
MSCI MSCI INC $22.12万0.02%395 92.3% $5,040 加仓
DUK DUKE ENERGY CORP NEW $22.11万0.02%1,747 -45-2.5% -$5,696 重新持有
DHI D R HORTON INC $21.91万0.02%1,345 1,345— $21.91万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $21.87万0.02%753 753— $21.87万 新建仓
TDY TELEDYNE TECHNOLOGIES INC $21.54万0.02%323 -9-2.7% -$6,002 减仓
ICE INTERCONTINENTAL EXCHANGE IN $20.78万0.02%1,688 1,688— $20.78万 新建仓
MTUM ISHARES TR $20.57万0.02%600 600— $20.57万 新建仓
PRU PRUDENTIAL FINL INC $20.33万0.02%1,884 1,884— $20.33万 新建仓
CRWV COREWEAVE INC $20.30万0.02%2,039 2,039— $20.30万 新建仓
LMT LOCKHEED MARTIN CORP $20.25万0.02%398 398— $20.25万 新建仓
SHOP SHOPIFY INC $20.19万0.02%1,768 140.8% $1,599 加仓
IYW ISHARES TR $20.18万0.02%800 800— $20.18万 新建仓
IEMG ISHARES INC $20.13万0.02%2,430 -1,183-32.7% -$9.80万 重新持有
VIS VANGUARD WORLD FD $20.00万0.02%555 555— $20.00万 新建仓
AAL AMERICAN AIRLINES GROUP INC $19.88万0.02%11,004 11,004— $19.88万 新建仓
ASC ARDMORE SHIPPING CORP $16.11万0.01%11,500 11,500— $16.11万 新建仓
STLA STELLANTIS N.V $15.40万0.01%26,835 14,561118.6% $8.36万 加仓
OWL BLUE OWL CAPITAL INC $14.88万0.01%17,000 5,03842.1% $4.41万 加仓
MHD BLACKROCK MUNIHOLDINGS FD IN $14.37万0.01%12,019 12,019— $14.37万 新建仓
SMR NUSCALE PWR CORP $13.14万0.01%13,099 00.0% — 不变
— CION INVT CORP $10.59万0.01%17,000 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $10.02万0.01%10,667 10,667— $10.02万 新建仓
LYG LLOYDS BANKING GROUP PLC $7.51万0.01%12,874 12,874— $7.51万 新建仓
— PIONEER PWR SOLUTIONS INC $6.31万0.01%16,025 00.0% — 不变
EVLV EVOLV TECHNOLOGIES HLDNGS IN $6.23万0.00%10,733 00.0% — 不变
WIT WIPRO LTD $6.17万0.00%27,417 13,30894.3% $2.99万 加仓
— SANGOMA TECHNOLOGIES CORP $3.81万0.00%10,000 00.0% — 不变
GETYQ GETTY IMAGES HOLDINGS INC $2.80万0.00%32,556 32,556— $2.80万 新建仓
— NET POWER INC $2.74万0.00%16,413 200.1% $33 加仓
— GREENLAND MINES LTD $2.72万0.00%104,595 104,595— $2.72万 新建仓
— ORIGIN AGRITECH LIMITED $2.20万0.00%20,771 00.0% — 不变
— EXXON MOBIL CORP $00.00%0 -18,389-100.0% -$311.99万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -2,196-100.0% -$32.93万 清仓
CPRT COPART INC $00.00%0 -7,990-100.0% -$26.53万 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -1,282-100.0% -$26.02万 清仓
G GENPACT LIMITED $00.00%0 -6,760-100.0% -$25.18万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -4,722-100.0% -$24.96万 清仓
— FLUSHING FINL CORP $00.00%0 -16,045-100.0% -$24.65万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -2,646-100.0% -$23.47万 清仓
HUBS HUBSPOT INC $00.00%0 -933-100.0% -$22.77万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 -1,564-100.0% -$22.39万 清仓
NATL NCR ATLEOS CORPORATION $00.00%0 -5,000-100.0% -$21.79万 清仓
ZTS ZOETIS INC $00.00%0 -1,755-100.0% -$20.75万 清仓