Legacy Capital Group California, Inc.
LOS GATOS CA · SEC CIK 0001977092
$2.63亿2026Q1 申报市值
277持仓数
26.2%前十大占比 · 第一大 11.2%
36 / 88新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TMSL 加仓+$193.74万
MRVL 新建仓+$113.55万
SM 新建仓+$97.40万
DG 新建仓+$95.21万
EEM 加仓+$89.56万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$1,504.88万
RBRK 清仓-$1,385.01万
JPST 减仓-$1,028.83万
AMD 减仓-$610.43万
JAAA 减仓-$364.06万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| USFD | US FOODS HLDG CORP | $50.42万 | 0.19% | 5,468 | -1,419 | -20.6% | -$13.08万 | 减仓 |
| UL | UNILEVER PLC | $51.32万 | 0.20% | 9,009 | -7,411 | -45.1% | -$42.22万 | 减仓 |
| UAE | ISHARES TR | $51.59万 | 0.20% | 27,660 | -1,229 | -4.3% | -$2.29万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $51.67万 | 0.20% | 31,448 | -3,481 | -10.0% | -$5.72万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $51.83万 | 0.20% | 4,756 | -24 | -0.5% | -$2,616 | 减仓 |
| OII | OCEANEERING INTL INC | $51.88万 | 0.20% | 14,627 | -5,571 | -27.6% | -$19.76万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $52.24万 | 0.20% | 10,720 | -5,011 | -31.9% | -$24.42万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $52.58万 | 0.20% | 772 | -254 | -24.8% | -$17.30万 | 减仓 |
| CTAS | CINTAS CORP | $52.69万 | 0.20% | 3,115 | -695 | -18.2% | -$11.76万 | 减仓 |
| DTM | DT MIDSTREAM INC | $52.83万 | 0.20% | 3,923 | -708 | -15.3% | -$9.53万 | 减仓 |
| BIIB | BIOGEN INC | $53.18万 | 0.20% | 2,901 | 2,901 | — | $53.18万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $53.48万 | 0.20% | 8,648 | 910 | 11.8% | $5.63万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $53.59万 | 0.20% | 8,106 | 8,106 | — | $53.59万 | 新建仓 |
| ASML | ASML HLDG NV | $54.15万 | 0.21% | 410 | -306 | -42.7% | -$40.42万 | 减仓 |
| GREK | GLOBAL X FDS | $54.68万 | 0.21% | 8,561 | -386 | -4.3% | -$2.47万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $55.25万 | 0.21% | 3,327 | -2,091 | -38.6% | -$34.73万 | 减仓 |
| IEMG | ISHARES INC | $55.85万 | 0.21% | 8,007 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $56.39万 | 0.21% | 1,795 | 1,183 | 193.3% | $37.16万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $57.20万 | 0.22% | 1,287 | -186 | -12.6% | -$8.27万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $57.96万 | 0.22% | 4,159 | -1,704 | -29.1% | -$23.75万 | 减仓 |
| WM | WASTE MGMT INC DEL | $58.07万 | 0.22% | 2,527 | -287 | -10.2% | -$6.59万 | 减仓 |
| EWW | ISHARES INC | $58.66万 | 0.22% | 7,798 | 7,798 | — | $58.66万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $58.72万 | 0.22% | 4,280 | -254 | -5.6% | -$3.48万 | 减仓 |
| AFL | AFLAC INC | $59.24万 | 0.23% | 5,400 | -1,231 | -18.6% | -$13.51万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $59.28万 | 0.23% | 4,997 | -2,239 | -30.9% | -$26.56万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $59.99万 | 0.23% | 5,728 | 1,150 | 25.1% | $12.04万 | 加仓 |
| EWH | ISHARES INC | $60.25万 | 0.23% | 26,094 | -1,082 | -4.0% | -$2.50万 | 减仓 |
| ZS | ZSCALER INC | $60.45万 | 0.23% | 4,309 | 4,309 | — | $60.45万 | 新建仓 |
| TFC | TRUIST FINL CORP | $60.46万 | 0.23% | 13,153 | -1,475 | -10.1% | -$6.78万 | 减仓 |
| HRL | HORMEL FOODS CORP | $60.89万 | 0.23% | 26,881 | -2,926 | -9.8% | -$6.63万 | 减仓 |
| USB | US BANCORP | $61.08万 | 0.23% | 11,743 | -1,305 | -10.0% | -$6.79万 | 减仓 |
| OMC | OMNICOM GROUP INC | $61.37万 | 0.23% | 8,149 | -887 | -9.8% | -$6.68万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $61.46万 | 0.23% | 6,247 | -687 | -9.9% | -$6.76万 | 减仓 |
| KEY | KEYCORP | $61.49万 | 0.23% | 30,670 | -3,467 | -10.2% | -$6.95万 | 减仓 |
| KLAC | KLA CORP | $61.55万 | 0.23% | 418 | -131 | -23.9% | -$19.29万 | 减仓 |
| TSLA | TESLA INC | $62.01万 | 0.24% | 1,668 | -2,492 | -59.9% | -$92.65万 | 减仓 |
| PPG | PPG INDS INC | $63.08万 | 0.24% | 5,902 | -651 | -9.9% | -$6.96万 | 减仓 |
| B | BARRICK MNG CORP | $63.72万 | 0.24% | 15,621 | 15,621 | — | $63.72万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $64.11万 | 0.24% | 15,106 | 15,106 | — | $64.11万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $64.46万 | 0.25% | 13,056 | -9,597 | -42.4% | -$47.38万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $64.92万 | 0.25% | 38,872 | -4,357 | -10.1% | -$7.28万 | 减仓 |
| EWZ | ISHARES INC | $65.04万 | 0.25% | 16,942 | 16,942 | — | $65.04万 | 新建仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $65.37万 | 0.25% | 16,237 | -1,846 | -10.2% | -$7.43万 | 减仓 |
| HAS | HASBRO INC | $65.73万 | 0.25% | 7,022 | 166 | 2.4% | $1.55万 | 加仓 |
| TGT | TARGET CORP | $66.33万 | 0.25% | 5,473 | 1,921 | 54.1% | $23.28万 | 加仓 |
| GEN | GEN DIGITAL INC | $66.92万 | 0.25% | 35,538 | 723 | 2.1% | $1.36万 | 加仓 |
| NRG | NRG ENERGY INC | $67.47万 | 0.26% | 4,617 | -1,838 | -28.5% | -$26.86万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $67.50万 | 0.26% | 3,229 | -465 | -12.6% | -$9.72万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $68.08万 | 0.26% | 2,372 | -708 | -23.0% | -$20.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $68.08万 | 0.26% | 2,122 | -180 | -7.8% | -$5.78万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $68.42万 | 0.26% | 3,371 | 125 | 3.9% | $2.54万 | 加仓 |
| ETN | EATON CORP PLC | $68.49万 | 0.26% | 1,915 | -652 | -25.4% | -$23.32万 | 减仓 |
| TMUS | T-MOBILE US INC | $68.79万 | 0.26% | 3,275 | -465 | -12.4% | -$9.77万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $68.80万 | 0.26% | 10,115 | -1,117 | -9.9% | -$7.60万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $69.25万 | 0.26% | 11,304 | 2,025 | 21.8% | $12.41万 | 加仓 |
| KR | KROGER CO | $70.30万 | 0.27% | 9,715 | 2,577 | 36.1% | $18.65万 | 加仓 |
| DE | DEERE & CO | $70.69万 | 0.27% | 1,255 | -414 | -24.8% | -$23.32万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $70.83万 | 0.27% | 1,172 | -398 | -25.4% | -$24.05万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $72.05万 | 0.27% | 3,998 | -165 | -4.0% | -$2.97万 | 减仓 |
| VEEV | VEEVA SYS INC | $73.02万 | 0.28% | 4,157 | 4,157 | — | $73.02万 | 新建仓 |
| MS | MORGAN STANLEY | $73.79万 | 0.28% | 4,484 | -511 | -10.2% | -$8.41万 | 减仓 |
| NOW | SERVICENOW INC | $74.12万 | 0.28% | 7,089 | 7,089 | — | $74.12万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $74.35万 | 0.28% | 6,707 | -50 | -0.7% | -$5,543 | 减仓 |
| CCJ | CAMECO CORP | $74.44万 | 0.28% | 6,854 | 2,588 | 60.7% | $28.11万 | 加仓 |
| TDW | TIDEWATER INC NEW | $75.18万 | 0.29% | 8,998 | 8,998 | — | $75.18万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $75.24万 | 0.29% | 7,702 | -754 | -8.9% | -$7.37万 | 减仓 |
| IVW | ISHARES TR | $75.24万 | 0.29% | 6,652 | 467 | 7.6% | $5.28万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $76.86万 | 0.29% | 7,967 | 4,371 | 121.6% | $42.17万 | 加仓 |
| EPU | ISHARES TR | $76.86万 | 0.29% | 9,523 | -1,456 | -13.3% | -$11.75万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $77.08万 | 0.29% | 4,766 | -1,013 | -17.5% | -$16.38万 | 减仓 |
| RY | ROYAL BK CDA | $77.59万 | 0.30% | 4,796 | -861 | -15.2% | -$13.93万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $77.63万 | 0.30% | 12,944 | -1,456 | -10.1% | -$8.73万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $77.84万 | 0.30% | 15,506 | -3,497 | -18.4% | -$17.55万 | 减仓 |
| IGIB | ISHARES TR | $78.62万 | 0.30% | 14,773 | 2,609 | 21.4% | $13.88万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $80.30万 | 0.31% | 8,545 | -1,232 | -12.6% | -$11.58万 | 减仓 |
| CAT | CATERPILLAR INC | $80.48万 | 0.31% | 1,136 | -912 | -44.5% | -$64.61万 | 减仓 |
| ALB | ALBEMARLE CORP | $80.61万 | 0.31% | 4,490 | -1,590 | -26.2% | -$28.55万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $80.93万 | 0.31% | 7,883 | 1,909 | 32.0% | $19.60万 | 加仓 |
| TTE | TOTALENERGIES SE | $81.85万 | 0.31% | 8,997 | -995 | -10.0% | -$9.05万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $82.65万 | 0.31% | 2,718 | -398 | -12.8% | -$12.10万 | 减仓 |
| APA | APA CORPORATION | $82.97万 | 0.32% | 19,550 | 19,550 | — | $82.97万 | 新建仓 |
| GLD | SPDR GOLD TR | $83.00万 | 0.32% | 1,929 | -885 | -31.4% | -$38.08万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $83.11万 | 0.32% | 55,332 | -9,810 | -15.1% | -$14.73万 | 减仓 |
| FIX | COMFORT SYS USA INC | $83.15万 | 0.32% | 603 | 603 | — | $83.15万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.23万 | 0.32% | 1,758 | -1,047 | -37.3% | -$50.17万 | 减仓 |
| AMGN | AMGEN INC | $84.27万 | 0.32% | 2,395 | -794 | -24.9% | -$27.94万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $84.63万 | 0.32% | 35,543 | -3,989 | -10.1% | -$9.50万 | 减仓 |
| AGG | ISHARES TR | $85.46万 | 0.33% | 8,609 | 54 | 0.6% | $5,360 | 加仓 |
| HSBC | HSBC HLDGS PLC | $86.42万 | 0.33% | 10,476 | -1,908 | -15.4% | -$15.74万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $86.44万 | 0.33% | 14,090 | 14,090 | — | $86.44万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $87.35万 | 0.33% | 17,342 | -72,276 | -80.6% | -$364.06万 | 减仓 |
| BCS | BARCLAYS PLC | $88.14万 | 0.34% | 41,654 | -7,917 | -16.0% | -$16.75万 | 减仓 |
| SYK | STRYKER CORPORATION | $89.02万 | 0.34% | 2,709 | 1,212 | 81.0% | $39.83万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $90.69万 | 0.35% | 13,800 | -1,553 | -10.1% | -$10.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.77万 | 0.35% | 4,462 | -30,007 | -87.1% | -$610.43万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $92.41万 | 0.35% | 19,890 | 10,651 | 115.3% | $49.48万 | 加仓 |
| MDT | MEDTRONIC PLC | $92.45万 | 0.35% | 10,669 | -5,327 | -33.3% | -$46.16万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $93.63万 | 0.36% | 15,438 | -5,154 | -25.0% | -$31.26万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $94.88万 | 0.36% | 6,486 | -8,131 | -55.6% | -$118.94万 | 减仓 |
| DG | DOLLAR GEN CORP | $95.21万 | 0.36% | 8,019 | 8,019 | — | $95.21万 | 新建仓 |