Legacy Capital Group California, Inc.
LOS GATOS CA · SEC CIK 0001977092
$3.32亿2026Q2 申报市值
299持仓数
25.8%前十大占比 · 第一大 10.1%
47 / 35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
JPST 加仓+$993.82万
IBRX 新建仓+$390.47万
NBIS 新建仓+$184.79万
RSP 新建仓+$169.75万
BTSG 新建仓+$165.66万
2026Q2 卖出最多 按季末市值估算
BE 重新持有-$274.85万
VSAT 重新持有-$211.46万
MU 减仓-$205.36万
AMD 减仓-$168.46万
PWR 重新持有-$163.31万
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 |
|---|---|---|---|---|---|---|---|---|
| TAP | MOLSON COORS BEVERAGE CO | $39.86万 | 0.12% | 10,232 | -243 | -2.3% | -$9,467 | 减仓 |
| EBAY | EBAY INC. | $40.21万 | 0.12% | 3,598 | 145 | 4.2% | $1.62万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $40.49万 | 0.12% | 14,173 | 14,173 | — | $40.49万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $41.03万 | 0.12% | 4,560 | 4,560 | — | $41.03万 | 新建仓 |
| WMT | WALMART INC | $41.35万 | 0.12% | 3,651 | -89 | -2.4% | -$1.01万 | 减仓 |
| BA | BOEING CO | $41.58万 | 0.13% | 1,921 | 65 | 3.5% | $1.41万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $41.76万 | 0.13% | 1,562 | 1,562 | — | $41.76万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $41.90万 | 0.13% | 16,828 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $42.09万 | 0.13% | 987 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $42.51万 | 0.13% | 4,498 | -85 | -1.9% | -$8,034 | 减仓 |
| RY | ROYAL BK CDA | $42.72万 | 0.13% | 2,064 | -2,732 | -57.0% | -$56.54万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $42.92万 | 0.13% | 10,865 | 145 | 1.4% | $5,728 | 加仓 |
| SLV | ISHARES SILVER TR | $43.04万 | 0.13% | 8,050 | 2,543 | 46.2% | $13.60万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $43.05万 | 0.13% | 674 | 674 | — | $43.05万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $43.37万 | 0.13% | 8,079 | -27 | -0.3% | -$1,449 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $43.55万 | 0.13% | 7,051 | 269 | 4.0% | $1.66万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $43.85万 | 0.13% | 6,468 | 6,468 | — | $43.85万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $44.17万 | 0.13% | 3,638 | 71 | 2.0% | $8,620 | 加仓 |
| HSBC | HSBC HLDGS PLC | $44.39万 | 0.13% | 4,668 | -5,808 | -55.4% | -$55.23万 | 减仓 |
| DMC | DEL MONTE CORP | $44.64万 | 0.13% | 15,996 | -241 | -1.5% | -$6,726 | 减仓 |
| VOO | VANGUARD INDEX FDS | $45.37万 | 0.14% | 661 | 132 | 25.0% | $9.06万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $45.53万 | 0.14% | 7,561 | -41 | -0.5% | -$2,469 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $45.97万 | 0.14% | 8,698 | -113 | -1.3% | -$5,972 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $46.13万 | 0.14% | 2,435 | 2,435 | — | $46.13万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $46.16万 | 0.14% | 5,768 | 40 | 0.7% | $3,201 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $46.70万 | 0.14% | 10,246 | 4,001 | 64.1% | $18.24万 | 加仓 |
| DTH | WISDOMTREE TR | $46.95万 | 0.14% | 8,677 | 8,677 | — | $46.95万 | 新建仓 |
| IVW | ISHARES TR | $47.16万 | 0.14% | 3,429 | -3,223 | -48.5% | -$44.33万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $47.55万 | 0.14% | 8,953 | -2,351 | -20.8% | -$12.49万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $47.78万 | 0.14% | 12,540 | -138 | -1.1% | -$5,258 | 减仓 |
| DY | DYCOM INDS INC | $47.98万 | 0.14% | 949 | 949 | — | $47.98万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $48.20万 | 0.15% | 1,722 | -41 | -2.3% | -$1.15万 | 减仓 |
| INTC | INTEL CORP | $48.79万 | 0.15% | 3,494 | -2,287 | -39.6% | -$31.93万 | 减仓 |
| NVO | NOVO-NORDISK A S | $49.37万 | 0.15% | 10,299 | 205 | 2.0% | $9,827 | 加仓 |
| WEN | WENDYS CO | $49.89万 | 0.15% | 60,186 | -1,500 | -2.4% | -$1.24万 | 减仓 |
| COHU | COHU INC | $50.19万 | 0.15% | 6,791 | -2,153 | -24.1% | -$15.91万 | 减仓 |
| IEV | ISHARES TR | $50.32万 | 0.15% | 6,908 | 2,012 | 41.1% | $14.66万 | 加仓 |
| GE | GE AEROSPACE | $50.34万 | 0.15% | 1,347 | -31 | -2.2% | -$1.16万 | 减仓 |
| TEX | TEREX CORP NEW | $50.55万 | 0.15% | 6,983 | 6,983 | — | $50.55万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $50.63万 | 0.15% | 3,191 | 94 | 3.0% | $1.49万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $50.95万 | 0.15% | 3,284 | -87 | -2.6% | -$1.35万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $51.64万 | 0.16% | 4,088 | -71 | -1.7% | -$8,969 | 减仓 |
| RIO | RIO TINTO PLC | $51.90万 | 0.16% | 5,467 | 5,467 | — | $51.90万 | 新建仓 |
| KR | KROGER CO | $52.77万 | 0.16% | 9,503 | -212 | -2.2% | -$1.18万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $53.27万 | 0.16% | 5,761 | 1,700 | 41.9% | $15.72万 | 加仓 |
| TSLA | TESLA INC | $53.35万 | 0.16% | 1,268 | -400 | -24.0% | -$16.83万 | 减仓 |
| EME | EMCOR GROUP INC | $53.53万 | 0.16% | 645 | 645 | — | $53.53万 | 新建仓 |
| TMUS | T-MOBILE US INC | $53.54万 | 0.16% | 3,192 | -83 | -2.5% | -$1.39万 | 减仓 |
| F | FORD MTR CO | $53.61万 | 0.16% | 38,568 | 5,783 | 17.6% | $8.04万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $53.95万 | 0.16% | 15,354 | 248 | 1.6% | $8,715 | 加仓 |
| USFD | US FOODS HLDG CORP | $54.34万 | 0.16% | 5,314 | -154 | -2.8% | -$1.57万 | 减仓 |
| KIM | KIMCO REALTY CORP | $54.64万 | 0.16% | 21,553 | 2,883 | 15.4% | $7.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $54.72万 | 0.16% | 743 | 1 | 0.1% | $736 | 加仓 |
| WM | WASTE MGMT INC DEL | $54.74万 | 0.17% | 2,456 | -71 | -2.8% | -$1.58万 | 减仓 |
| DTM | DT MIDSTREAM INC | $55.59万 | 0.17% | 3,788 | -135 | -3.4% | -$1.98万 | 减仓 |
| B | BARRICK MNG CORP | $55.94万 | 0.17% | 15,231 | -390 | -2.5% | -$1.43万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $56.04万 | 0.17% | 1,132 | 1,132 | — | $56.04万 | 新建仓 |
| EWH | ISHARES INC | $56.06万 | 0.17% | 26,799 | 705 | 2.7% | $1.47万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $56.48万 | 0.17% | 3,914 | 3,914 | — | $56.48万 | 新建仓 |
| HAS | HASBRO INC | $56.85万 | 0.17% | 6,884 | -138 | -2.0% | -$1.14万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $57.45万 | 0.17% | 1,252 | -35 | -2.7% | -$1.61万 | 减仓 |
| OII | OCEANEERING INTL INC | $57.54万 | 0.17% | 14,201 | -426 | -2.9% | -$1.73万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $57.91万 | 0.17% | 3,075 | -252 | -7.6% | -$4.75万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $58.07万 | 0.18% | 5,421 | -1,286 | -19.2% | -$13.78万 | 减仓 |
| OMC | OMNICOM GROUP INC | $58.34万 | 0.18% | 8,011 | -138 | -1.7% | -$1.01万 | 减仓 |
| TDW | TIDEWATER INC NEW | $58.97万 | 0.18% | 8,851 | -147 | -1.6% | -$9,795 | 减仓 |
| EWZ | ISHARES INC | $59.77万 | 0.18% | 17,325 | 383 | 2.3% | $1.32万 | 加仓 |
| NOK | NOKIA CORP | $60.19万 | 0.18% | 45,321 | 9,133 | 25.2% | $12.13万 | 加仓 |
| EWW | ISHARES INC | $60.33万 | 0.18% | 8,015 | 217 | 2.8% | $1.63万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $60.68万 | 0.18% | 1,191 | 19 | 1.6% | $9,680 | 加仓 |
| APA | APA CORPORATION | $61.30万 | 0.18% | 18,820 | -730 | -3.7% | -$2.38万 | 减仓 |
| AFL | AFLAC INC | $61.42万 | 0.19% | 5,238 | -162 | -3.0% | -$1.90万 | 减仓 |
| BIIB | BIOGEN INC | $61.45万 | 0.19% | 2,844 | -57 | -2.0% | -$1.23万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $62.49万 | 0.19% | 5,328 | 572 | 12.0% | $6.71万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $63.48万 | 0.19% | 3,149 | -80 | -2.5% | -$1.61万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $63.49万 | 0.19% | 2,616 | -1,272 | -32.7% | -$30.87万 | 减仓 |
| TFC | TRUIST FINL CORP | $63.85万 | 0.19% | 12,817 | -336 | -2.6% | -$1.67万 | 减仓 |
| UL | UNILEVER PLC | $64.25万 | 0.19% | 10,687 | 1,678 | 18.6% | $10.09万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $65.16万 | 0.20% | 37,883 | -989 | -2.5% | -$1.70万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $65.28万 | 0.20% | 4,478 | 198 | 4.6% | $2.89万 | 加仓 |
| HRL | HORMEL FOODS CORP | $65.36万 | 0.20% | 26,335 | -546 | -2.0% | -$1.36万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $65.63万 | 0.20% | 30,670 | -778 | -2.5% | -$1.66万 | 减仓 |
| — | SIDUS SPACE INC | $66.15万 | 0.20% | 235,392 | 235,392 | — | $66.15万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $66.17万 | 0.20% | 6,155 | -92 | -1.5% | -$9,890 | 减仓 |
| GREK | GLOBAL X FDS | $66.38万 | 0.20% | 8,792 | 231 | 2.7% | $1.74万 | 加仓 |
| IEMG | ISHARES INC | $66.85万 | 0.20% | 8,070 | 63 | 0.8% | $5,219 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $67.24万 | 0.20% | 18,999 | 2,446 | 14.8% | $8.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.34万 | 0.21% | 16,140 | 634 | 4.1% | $2.68万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $68.35万 | 0.21% | 902 | 130 | 16.8% | $9.85万 | 加仓 |
| NOW | SERVICENOW INC | $68.76万 | 0.21% | 6,926 | -163 | -2.3% | -$1.62万 | 减仓 |
| TTE | TOTALENERGIES SE | $68.91万 | 0.21% | 8,862 | -135 | -1.5% | -$1.05万 | 减仓 |
| USB | US BANCORP | $69.13万 | 0.21% | 11,446 | -297 | -2.5% | -$1.79万 | 减仓 |
| KEY | KEYCORP | $69.28万 | 0.21% | 30,057 | -613 | -2.0% | -$1.41万 | 减仓 |
| TGT | TARGET CORP | $69.76万 | 0.21% | 5,341 | -132 | -2.4% | -$1.72万 | 减仓 |
| PPG | PPG INDS INC | $69.88万 | 0.21% | 5,761 | -141 | -2.4% | -$1.71万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $70.11万 | 0.21% | 3,904 | -94 | -2.4% | -$1.69万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $70.50万 | 0.21% | 7,769 | -114 | -1.4% | -$1.03万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $70.81万 | 0.21% | 8,445 | -203 | -2.3% | -$1.70万 | 减仓 |
| GLD | SPDR GOLD TR | $71.10万 | 0.21% | 1,930 | 1 | 0.1% | $368 | 加仓 |
| VEEV | VEEVA SYS INC | $71.73万 | 0.22% | 4,042 | -115 | -2.8% | -$2.04万 | 减仓 |