Legal Advantage Investments, Inc.
Los Altos Hills CA · SEC CIK 0001841769
$2.85亿2026Q2 申报市值
77持仓数
54.2%前十大占比 · 第一大 24.4%
10 / 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
CBRS 新建仓+$6,959.05万
ZTS 加仓+$107.39万
ASML 加仓+$92.51万
TMO 加仓+$75.55万
TDG 加仓+$71.93万
2026Q2 卖出最多 按季末市值估算
MOG/A 清仓-$362.87万
SSNC 清仓-$214.20万
VST 清仓-$124.77万
INTU 清仓-$108.09万
CRM 清仓-$101.79万
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 |
|---|---|---|---|---|---|---|---|---|
| CBRS | CEREBRAS SYSTEMS INC | $6,959.05万 | 24.41% | 314,889 | 314,889 | — | $6,959.05万 | 新建仓 |
| ASML | ASML HLDG NV | $1,227.48万 | 4.30% | 6,170 | 465 | 8.2% | $92.51万 | 加仓 |
| ESLT | ELBIT SYS LTD | $1,114.56万 | 3.91% | 14,690 | 20 | 0.1% | $1.52万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,057.91万 | 3.71% | 7,942 | 540 | 7.3% | $71.93万 | 加仓 |
| VSEC | VSE CORP | $1,047.83万 | 3.67% | 45,857 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1,046.39万 | 3.67% | 30,684 | -66 | -0.2% | -$2.25万 | 减仓 |
| AMZN | AMAZON COM INC | $890.80万 | 3.12% | 37,375 | 1,670 | 4.7% | $39.80万 | 加仓 |
| AMAT | APPLIED MATLS INC | $873.45万 | 3.06% | 12,081 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $641.86万 | 2.25% | 17,207 | 917 | 5.6% | $34.21万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $608.61万 | 2.13% | 65,960 | -700 | -1.1% | -$6.46万 | 减仓 |
| DIS | DISNEY WALT CO | $579.34万 | 2.03% | 60,191 | -362 | -0.6% | -$3.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $519.87万 | 1.82% | 14,049 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $497.34万 | 1.74% | 24,856 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $489.86万 | 1.72% | 9,771 | 1,507 | 18.2% | $75.55万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $489.78万 | 1.72% | 41,980 | -175 | -0.4% | -$2.04万 | 减仓 |
| RTX | RTX CORPORATION | $465.14万 | 1.63% | 24,516 | -407 | -1.6% | -$7.72万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $460.26万 | 1.61% | 67,045 | 5,370 | 8.7% | $36.87万 | 加仓 |
| BA | BOEING CO | $430.34万 | 1.51% | 19,880 | 50 | 0.3% | $1.08万 | 加仓 |
| AAPL | APPLE INC | $424.32万 | 1.49% | 14,664 | 1,591 | 12.2% | $46.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $412.14万 | 1.45% | 8,630 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $409.35万 | 1.44% | 83,455 | -625 | -0.7% | -$3.07万 | 减仓 |
| APP | APPLOVIN CORP | $405.23万 | 1.42% | 7,865 | -20 | -0.3% | -$1.03万 | 减仓 |
| MELI | MERCADOLIBRE INC | $385.82万 | 1.35% | 2,273 | -1 | -0.0% | -$1,697 | 减仓 |
| VEEV | VEEVA SYS INC | $347.66万 | 1.22% | 19,590 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $334.82万 | 1.17% | 6,360 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $333.87万 | 1.17% | 47,675 | -500 | -1.0% | -$3.50万 | 减仓 |
| GOOG | ALPHABET INC | $325.06万 | 1.14% | 9,200 | 1,500 | 19.5% | $53.00万 | 加仓 |
| META | META PLATFORMS INC | $319.67万 | 1.12% | 5,675 | -100 | -1.7% | -$5.63万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $308.18万 | 1.08% | 6,051 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $304.65万 | 1.07% | 44,625 | 125 | 0.3% | $8,534 | 加仓 |
| SHOP | SHOPIFY INC | $300.98万 | 1.06% | 26,360 | 50 | 0.2% | $5,709 | 加仓 |
| ADI | ANALOG DEVICES INC | $287.07万 | 1.01% | 7,228 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $245.02万 | 0.86% | 34,316 | 2,200 | 6.9% | $15.71万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $244.74万 | 0.86% | 5,648 | -216 | -3.7% | -$9.36万 | 减仓 |
| V | VISA INC | $233.30万 | 0.82% | 6,800 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $219.26万 | 0.77% | 14,961 | -2,200 | -12.8% | -$32.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $170.60万 | 0.60% | 5,212 | -166 | -3.1% | -$5.43万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $165.46万 | 0.58% | 5,884 | 2,075 | 54.5% | $58.35万 | 加仓 |
| ZTS | ZOETIS INC | $151.95万 | 0.53% | 21,145 | 14,945 | 241.0% | $107.39万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $146.62万 | 0.51% | 31,090 | -1,640 | -5.0% | -$7.73万 | 减仓 |
| GOOGL | ALPHABET INC | $146.52万 | 0.51% | 4,100 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $144.01万 | 0.51% | 2,932 | -166 | -5.4% | -$8.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $125.63万 | 0.44% | 2,446 | -23 | -0.9% | -$1.18万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $124.82万 | 0.44% | 2,450 | 50 | 2.1% | $2.55万 | 加仓 |
| CSCO | CISCO SYS INC | $124.77万 | 0.44% | 10,622 | 2,170 | 25.7% | $25.49万 | 加仓 |
| TECH | BIO-TECHNE CORP | $122.47万 | 0.43% | 17,335 | -200 | -1.1% | -$1.41万 | 减仓 |
| TER | TERADYNE INC | $122.17万 | 0.43% | 2,525 | 525 | 26.2% | $25.40万 | 加仓 |
| MRK | MERCK & CO INC | $117.45万 | 0.41% | 9,140 | 100 | 1.1% | $1.28万 | 加仓 |
| DHI | D R HORTON INC | $104.24万 | 0.37% | 6,400 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $100.78万 | 0.35% | 2,783 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $99.78万 | 0.35% | 2,950 | -100 | -3.3% | -$3.38万 | 减仓 |
| CACI | CACI INTL INC | $92.65万 | 0.32% | 2,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $85.02万 | 0.30% | 2,400 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $81.44万 | 0.29% | 1,500 | 1,000 | 200.0% | $54.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $69.21万 | 0.24% | 8,307 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $68.77万 | 0.24% | 11,000 | 11,000 | — | $68.77万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $62.22万 | 0.22% | 5,000 | 5,000 | — | $62.22万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $60.65万 | 0.21% | 1,225 | 1,225 | — | $60.65万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $59.74万 | 0.21% | 28,900 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $57.96万 | 0.20% | 2,282 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $57.93万 | 0.20% | 1,700 | -50 | -2.9% | -$1.70万 | 减仓 |
| PHM | PULTE GROUP INC | $53.79万 | 0.19% | 3,920 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $48.13万 | 0.17% | 5,070 | 70 | 1.4% | $6,645 | 加仓 |
| BN | BROOKFIELD CORP | $42.59万 | 0.15% | 10,000 | 10,000 | — | $42.59万 | 新建仓 |
| IOT | SAMSARA INC | $38.92万 | 0.14% | 12,000 | 2,000 | 20.0% | $6.49万 | 加仓 |
| AFL | AFLAC INC | $38.69万 | 0.14% | 3,300 | 100 | 3.1% | $1.17万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $37.46万 | 0.13% | 2,000 | 2,000 | — | $37.46万 | 新建仓 |
| PFE | PFIZER INC | $35.88万 | 0.13% | 14,900 | 400 | 2.8% | $9,632 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $34.32万 | 0.12% | 400 | 400 | — | $34.32万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $32.94万 | 0.12% | 1,737 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $32.24万 | 0.11% | 6,150 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $29.81万 | 0.10% | 1,000 | 1,000 | — | $29.81万 | 新建仓 |
| CGNX | COGNEX CORP | $28.97万 | 0.10% | 4,000 | 4,000 | — | $28.97万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.32万 | 0.10% | 566 | 0 | 0.0% | — | 不变 |
| HOV | HOVNANIAN ENTERPRISES INC | $27.77万 | 0.10% | 1,950 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.54万 | 0.09% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -12,400 | -100.0% | -$362.87万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -31,700 | -100.0% | -$214.20万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -8,300 | -100.0% | -$124.77万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -2,500 | -100.0% | -$108.09万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -5,453 | -100.0% | -$101.79万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$68.35万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -3,875 | -100.0% | -$54.36万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -4,500 | -100.0% | -$49.32万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -1,252 | -100.0% | -$36.52万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,800 | -100.0% | -$29.27万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,346 | -100.0% | -$20.33万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,830 | -100.0% | -$20.14万 | 清仓 |