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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $178.41万 | 0.54% | 17,174 | 2,070 | 13.7% | $21.50万 | 加仓 |
| GEV | GE VERNOVA INC | $182.46万 | 0.55% | 1,553 | 1,164 | 299.2% | $136.75万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $184.79万 | 0.56% | 6,691 | 6,691 | — | $184.79万 | 新建仓 |
| ALL | ALLSTATE CORP | $186.80万 | 0.56% | 7,851 | -223 | -2.8% | -$5.31万 | 减仓 |
| EZU | ISHARES INC | $189.53万 | 0.57% | 27,271 | 2,953 | 12.1% | $20.52万 | 加仓 |
| CSCO | CISCO SYS INC | $190.56万 | 0.57% | 16,223 | -490 | -2.9% | -$5.76万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $191.99万 | 0.58% | 5,420 | -152 | -2.7% | -$5.38万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $195.38万 | 0.59% | 13,511 | 8,514 | 170.4% | $123.12万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $199.80万 | 0.60% | 28,514 | 15,570 | 120.3% | $109.10万 | 加仓 |
| CVS | CVS HEALTH CORP | $204.95万 | 0.62% | 19,811 | -449 | -2.2% | -$4.64万 | 减仓 |
| AMZN | AMAZON COM INC | $217.01万 | 0.65% | 9,105 | 4,066 | 80.7% | $96.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $217.02万 | 0.65% | 6,630 | -141 | -2.1% | -$4.62万 | 减仓 |
| C | CITIGROUP INC | $223.72万 | 0.67% | 15,985 | -4,107 | -20.4% | -$57.48万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $230.91万 | 0.70% | 12,120 | -2,318 | -16.1% | -$44.16万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $240.66万 | 0.73% | 10,131 | 281 | 2.9% | $6.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $249.09万 | 0.75% | 6,678 | -138 | -2.0% | -$5.15万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $250.01万 | 0.75% | 2,472 | 1,205 | 95.1% | $121.87万 | 加仓 |
| MRK | MERCK & CO INC | $253.00万 | 0.76% | 19,689 | 9,005 | 84.3% | $115.71万 | 加仓 |
| CAT | CATERPILLAR INC | $269.63万 | 0.81% | 2,532 | 1,396 | 122.9% | $148.66万 | 加仓 |
| ROE | EA SERIES TRUST | $274.22万 | 0.83% | 64,325 | -9,552 | -12.9% | -$40.72万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $312.92万 | 0.94% | 6,552 | 306 | 4.9% | $14.61万 | 加仓 |
| EEM | ISHARES TR | $325.14万 | 0.98% | 47,529 | 15,378 | 47.8% | $105.20万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $368.98万 | 1.11% | 84,145 | -3,666 | -4.2% | -$16.08万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $390.47万 | 1.18% | 446,000 | 446,000 | — | $390.47万 | 新建仓 |
| PYLD | PIMCO ETF TR | $416.69万 | 1.26% | 157,121 | 11,237 | 7.7% | $29.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $438.46万 | 1.32% | 21,913 | 6,211 | 39.6% | $124.28万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $444.76万 | 1.34% | 97,216 | -10,866 | -10.1% | -$49.71万 | 减仓 |
| LDUR | PIMCO ETF TR | $449.12万 | 1.35% | 46,974 | 3,481 | 8.0% | $33.28万 | 加仓 |
| GOOGL | ALPHABET INC | $485.03万 | 1.46% | 13,572 | 3,387 | 33.3% | $121.04万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $517.44万 | 1.56% | 56,993 | -4,462 | -7.3% | -$40.51万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $519.41万 | 1.57% | 59,104 | -4,511 | -7.1% | -$39.64万 | 减仓 |
| BIL | SPDR SERIES TRUST | $783.51万 | 2.36% | 85,499 | -7,280 | -7.8% | -$66.71万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,156.84万 | 3.49% | 228,759 | 196,523 | 609.6% | $993.82万 | 加仓 |
| AAPL | APPLE INC | $3,355.97万 | 10.12% | 115,979 | -391 | -0.3% | -$11.31万 | 减仓 |