13F 机构持仓

Legal Advantage Investments, Inc.

Los Altos Hills CA · SEC CIK 0001841769

2026Q22026Q1 更早 9 个季度 🔒
$1.94亿2026Q1 申报市值
79持仓数
38.1%前十大占比 · 第一大 6.4%
7 / 13新建仓 / 清仓
申报市值走势$2.85亿2026Q2
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

ESLT 6.4%
TDG 4.4%
VSEC 4.4%
ASML 3.9%
AMZN 3.8%
SCHW 3.2%
PLTR 3.2%
MSFT 3.1%
DIS 3.0%
PANW 2.5%

2026Q1 买入最多 按季末市值估算

LMT 新建仓+$145.05万
CACI 新建仓+$108.77万
APP 加仓+$99.90万
V 加仓+$60.45万
TER 新建仓+$59.29万

2026Q1 卖出最多 按季末市值估算

TYL 清仓-$393.92万
VSEC 减仓-$166.49万
CYBERARK SOFTWAR 清仓-$124.90万
KLAC 清仓-$121.51万
OKTA 清仓-$117.08万

2026Q1 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
TYL TYLER TECHNOLOGIES INC $00.00%0 -8,678-100.0% -$393.92万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -2,800-100.0% -$124.90万 清仓
KLAC KLA CORP $00.00%0 -1,000-100.0% -$121.51万 清仓
OKTA OKTA INC $00.00%0 -13,540-100.0% -$117.08万 清仓
TWLO TWILIO INC $00.00%0 -8,000-100.0% -$113.79万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $00.00%0 -7,100-100.0% -$102.16万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -13,150-100.0% -$76.77万 清仓
WTW WILLIS TOWERS WATSON PLC LTD $00.00%0 -2,015-100.0% -$66.21万 清仓
TATT TAT TECHNOLOGIES LTD $00.00%0 -12,000-100.0% -$53.59万 清仓
FBIN FORTUNE BRANDS INNOVATIONS I $00.00%0 -10,600-100.0% -$53.02万 清仓
EBAY EBAY INC. $00.00%0 -5,363-100.0% -$46.71万 清仓
NTRA NATERA INC $00.00%0 -2,000-100.0% -$45.82万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,738-100.0% -$31.95万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $20.14万0.10%2,830 00.0% — 不变
MDT MEDTRONIC PLC $20.33万0.11%2,346 00.0% — 不变
HOV HOVNANIAN ENTERPRISES INC $21.63万0.11%1,950 00.0% — 重新持有
NVMI NOVA LTD $21.71万0.11%500 500— $21.71万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $27.12万0.14%566 -33-5.5% -$1.58万 减仓
NOW SERVICENOW INC $29.27万0.15%2,800 2,800— $29.27万 新建仓
IOT SAMSARA INC $31.69万0.16%10,000 3003.1% $9,507 重新持有
GSK GSK PLC $33.94万0.18%6,150 00.0% — 不变
AZN ASTRAZENECA PLC $34.26万0.18%1,737 1,737— $34.26万 新建仓
AFL AFLAC INC $35.11万0.18%3,200 00.0% — 不变
TRV TRAVELERS COMPANIES INC $36.52万0.19%1,252 -126-9.1% -$3.68万 减仓
PFE PFIZER INC $40.72万0.21%14,500 00.0% — 不变
PHM PULTE GROUP INC $46.10万0.24%3,920 00.0% — 不变
RIO RIO TINTO PLC $46.65万0.24%5,000 -300-5.7% -$2.80万 减仓
ALAB ASTERA LABS INC $49.32万0.25%4,500 4,500— $49.32万 新建仓
ZS ZSCALER INC $54.36万0.28%3,875 -125-3.1% -$1.75万 减仓
JNJ JOHNSON & JOHNSON $55.78万0.29%2,282 00.0% — 不变
CB CHUBB LTD SWITZ $57.04万0.29%1,750 00.0% — 不变
TER TERADYNE INC $59.29万0.31%2,000 2,000— $59.29万 新建仓
BHP BHP BILLITON LIMITED $60.43万0.31%8,307 00.0% — 不变
CSCO CISCO SYS INC $65.58万0.34%8,452 -226-2.6% -$1.75万 减仓
WMT WALMART INC $68.35万0.35%5,500 -2,000-26.7% -$24.86万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.37%1 00.0% — 不变
ZTS ZOETIS INC $73.29万0.38%6,200 751.2% $8,866 加仓
AMTM AMENTUM HOLDINGS INC $75.37万0.39%28,900 10,00052.9% $26.08万 加仓
GD GENERAL DYNAMICS CORP $82.37万0.43%2,400 00.0% — 不变
DHI D R HORTON INC $87.82万0.45%6,400 00.0% — 不变
TECH BIO-TECHNE CORP $91.64万0.47%17,535 00.0% — 不变
AXP AMERICAN EXPRESS CO $92.26万0.48%3,050 50019.6% $15.12万 加仓
IBM INTERNATIONAL BUSINESS MACHS $92.33万0.48%3,809 42512.6% $10.30万 加仓
AMGN AMGEN INC $97.92万0.51%2,783 -100-3.5% -$3.52万 减仓
CRM SALESFORCE INC $101.79万0.53%5,453 00.0% — 不变
INTU INTUIT $108.09万0.56%2,500 -2,265-47.5% -$97.93万 减仓
MRK MERCK & CO INC $108.74万0.56%9,040 00.0% — 不变
CACI CACI INTL INC $108.77万0.56%2,000 2,000— $108.77万 新建仓
GOOGL ALPHABET INC $117.90万0.61%4,100 00.0% — 不变
MA MASTERCARD INCORPORATED $123.37万0.64%2,469 00.0% — 不变
VST VISTRA CORP $124.77万0.64%8,300 00.0% — 不变
LRCX LAM RESEARCH CORP $125.29万0.65%5,864 -108-1.8% -$2.31万 减仓
TT TRANE TECHNOLOGIES PLC $129.11万0.67%3,098 -100-3.1% -$4.17万 减仓
LMT LOCKHEED MARTIN CORP $145.05万0.75%2,400 2,400— $145.05万 新建仓
FNF FIDELITY NATL FINL INC $151.80万0.78%32,730 2,8009.4% $12.99万 加仓
JPM JPMORGAN CHASE & CO $158.20万0.82%5,378 00.0% — 不变
V VISA INC $205.52万1.06%6,800 2,00041.7% $60.45万 加仓
SSNC SS&C TECH HLDGS $214.20万1.11%31,700 -200-0.6% -$1.35万 减仓
GOOG ALPHABET INC $220.88万1.14%7,700 -300-3.8% -$8.61万 减仓
ADI ANALOG DEVICES INC $229.95万1.19%7,228 00.0% — 不变
GRAL GRAIL INC $229.98万1.19%44,500 11,00032.8% $56.85万 加仓
MRNA MODERNA INC $244.73万1.26%48,175 00.0% — 不变
ORCL ORACLE CORP $252.46万1.30%17,161 1,0256.4% $15.08万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $291.65万1.51%8,630 -100-1.1% -$3.38万 减仓
NFLX NETFLIX INC. $309.76万1.60%32,116 00.0% — 不变
SHOP SHOPIFY INC $312.09万1.61%26,310 250.1% $2,965 加仓
APP APPLOVIN CORP $313.82万1.62%7,885 2,51046.7% $99.90万 加仓
META META PLATFORMS INC $330.41万1.71%5,775 00.0% — 不变
AAPL APPLE INC $331.78万1.71%13,073 -3,525-21.2% -$89.46万 减仓
VEEV VEEVA SYS INC $344.12万1.78%19,590 -400-2.0% -$7.03万 减仓
IDXX IDEXX LABS INC $357.36万1.85%6,360 00.0% — 不变
MOG/A MOOG INC $362.87万1.87%12,400 00.0% — 不变
MELI MERCADOLIBRE INC $393.18万2.03%2,274 25512.6% $44.09万 加仓
BA BOEING CO $394.68万2.04%19,830 -140-0.7% -$2.79万 减仓
WGS GENEDX HOLDINGS CORP $396.08万2.05%61,675 2,0253.4% $13.00万 加仓
TMO THERMO FISHER SCIENTIFIC INC $406.18万2.10%8,264 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $412.82万2.13%6,051 00.0% — 不变
AMAT APPLIED MATLS INC $412.91万2.13%12,081 -1,000-7.6% -$34.18万 减仓
NVDA NVIDIA CORPORATION $433.49万2.24%24,856 9003.8% $15.70万 加仓
VTI VANGUARD INDEX FDS $450.71万2.33%14,049 -650-4.4% -$20.85万 减仓
FISV FISERV INC $469.17万2.42%84,080 8,00010.5% $44.64万 加仓
RTX RTX CORPORATION $480.76万2.48%24,923 00.0% — 不变
PANW PALO ALTO NETWORKS INC $492.98万2.55%30,750 -40-0.1% -$6,413 减仓
DIS DISNEY WALT CO $583.61万3.02%60,553 00.0% — 不变
MSFT MICROSOFT CORP $603.01万3.12%16,290 1,2008.0% $44.42万 加仓
PLTR PALANTIR TECHNOLOGIES INC $616.64万3.19%42,155 00.0% — 不变
SCHW SCHWAB CHARLES CORP $626.47万3.24%66,660 3,1004.9% $29.13万 加仓
AMZN AMAZON COM INC $743.63万3.84%35,705 600.2% $1.25万 加仓
ASML ASML HLDG NV $753.53万3.89%5,705 -30-0.5% -$3.96万 减仓
VSEC VSE CORP $845.60万4.37%45,857 -9,029-16.5% -$166.49万 减仓
TDG TRANSDIGM GROUP INC $857.86万4.43%7,402 1001.4% $11.59万 加仓
ESLT ELBIT SYS LTD $1,245.62万6.44%14,670 -60-0.4% -$5.09万 减仓