Legend Financial Advisors, Inc.
PITTSBURGH PA · SEC CIK 0001781948
$1.76亿2026Q2 申报市值
40持仓数
68.4%前十大占比 · 第一大 11.2%
2 / 1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
GOOG 新建仓+$198.15万
RELY 新建仓+$125.66万
VO 加仓+$48.74万
IAK 加仓+$40.47万
TBBK 加仓+$27.45万
2026Q2 卖出最多 按季末市值估算
SOXX 减仓-$808.90万
QQQ 减仓-$53.54万
COPX 减仓-$45.84万
MOD 减仓-$42.94万
FISV 清仓-$38.19万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,844 | -100.0% | -$38.19万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $22.43万 | 0.13% | 2,556 | -593 | -18.8% | -$5.20万 | 减仓 |
| LLY | ELI LILLY & CO | $23.15万 | 0.13% | 193 | -82 | -29.8% | -$9.84万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $25.99万 | 0.15% | 794 | -69 | -8.0% | -$2.26万 | 减仓 |
| DCI | DONALDSON INC | $27.76万 | 0.16% | 3,092 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $30.79万 | 0.17% | 8,471 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $50.05万 | 0.28% | 14,789 | -468 | -3.1% | -$1.58万 | 减仓 |
| V | VISA INC | $63.78万 | 0.36% | 1,859 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $75.21万 | 0.43% | 6,474 | -19 | -0.3% | -$2,207 | 减仓 |
| B | BARRICK MNG CORP | $82.01万 | 0.47% | 22,327 | 38 | 0.2% | $1,396 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $89.27万 | 0.51% | 19,931 | -8,479 | -29.8% | -$37.98万 | 减仓 |
| NMIH | NMI HLDGS INC | $97.55万 | 0.55% | 23,740 | 5,014 | 26.8% | $20.60万 | 加仓 |
| DLO | DLOCAL LTD | $108.34万 | 0.62% | 83,373 | -282 | -0.3% | -$3,665 | 减仓 |
| EVR | EVERCORE INC | $109.60万 | 0.62% | 3,210 | -9 | -0.3% | -$3,073 | 减仓 |
| TBBK | BANCORP INC DEL | $111.76万 | 0.63% | 17,841 | 4,382 | 32.6% | $27.45万 | 加仓 |
| FRDM | EA SERIES TRUST | $115.31万 | 0.66% | 15,817 | 253 | 1.6% | $1.84万 | 加仓 |
| CPA | COPA HOLDINGS SA | $124.63万 | 0.71% | 8,011 | 14 | 0.2% | $2,178 | 加仓 |
| RELY | REMITLY GLOBAL INC | $125.66万 | 0.71% | 56,074 | 56,074 | — | $125.66万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $127.87万 | 0.73% | 5,419 | 576 | 11.9% | $13.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.98万 | 0.91% | 3,217 | 58 | 1.8% | $2.90万 | 加仓 |
| AMZN | AMAZON COM INC | $189.81万 | 1.08% | 7,964 | 13 | 0.2% | $3,098 | 加仓 |
| GOOG | ALPHABET INC | $198.15万 | 1.13% | 5,608 | 5,608 | — | $198.15万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $200.49万 | 1.14% | 37,749 | -6,367 | -14.4% | -$33.82万 | 减仓 |
| MOD | MODINE MFG CO | $202.32万 | 1.15% | 7,577 | -1,608 | -17.5% | -$42.94万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $257.73万 | 1.46% | 9,477 | -230 | -2.4% | -$6.25万 | 减仓 |
| AAPL | APPLE INC | $309.64万 | 1.76% | 10,701 | 343 | 3.3% | $9.92万 | 加仓 |
| INTC | INTEL CORP | $380.35万 | 2.16% | 27,240 | -626 | -2.2% | -$8.74万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $383.13万 | 2.18% | 66,434 | 70 | 0.1% | $4,037 | 加仓 |
| — | ALTSHARES TRUST | $560.19万 | 3.18% | 189,058 | 1,709 | 0.9% | $5.06万 | 加仓 |
| COPX | GLOBAL X FDS | $630.93万 | 3.58% | 81,970 | -5,955 | -6.8% | -$45.84万 | 减仓 |
| XME | SPDR SERIES TRUST | $668.81万 | 3.80% | 62,547 | -3,376 | -5.1% | -$36.10万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $747.64万 | 4.25% | 124,008 | -1,158 | -0.9% | -$6.98万 | 减仓 |
| IAK | ISHARES TR | $820.68万 | 4.66% | 58,386 | 2,879 | 5.2% | $40.47万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $842.66万 | 4.79% | 192,783 | -6,633 | -3.3% | -$28.99万 | 减仓 |
| — | MANAGED PORTFOLIO SER | $1,014.88万 | 5.77% | 255,221 | 3,359 | 1.3% | $13.36万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,158.36万 | 6.58% | 98,727 | -1,068 | -1.1% | -$12.53万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,182.49万 | 6.72% | 380,221 | -2,381 | -0.6% | -$7.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,188.13万 | 6.75% | 147,466 | 6,050 | 4.3% | $48.74万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,336.45万 | 7.59% | 176,990 | 1,331 | 0.8% | $10.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,791.96万 | 10.18% | 24,334 | -727 | -2.9% | -$53.54万 | 减仓 |
| SOXX | ISHARES TR | $1,963.88万 | 11.16% | 30,649 | -12,624 | -29.2% | -$808.90万 | 减仓 |