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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -11,464 | -100.0% | -$113.55万 | 清仓 |
| EWS | ISHARES INC | $0 | 0.00% | 0 | -40,122 | -100.0% | -$113.22万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -9,423 | -100.0% | -$96.28万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,486 | -100.0% | -$94.88万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -2,709 | -100.0% | -$89.02万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -14,090 | -100.0% | -$86.44万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -4,309 | -100.0% | -$60.45万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,795 | -100.0% | -$56.39万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -3,115 | -100.0% | -$52.69万 | 清仓 |
| UAE | ISHARES TR | $0 | 0.00% | 0 | -27,660 | -100.0% | -$51.59万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -9,149 | -100.0% | -$49.33万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -1,546 | -100.0% | -$46.76万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -892 | -100.0% | -$44.57万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -606 | -100.0% | -$44.25万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -13,899 | -100.0% | -$35.97万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -2,098 | -100.0% | -$35.92万 | 清仓 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | -6,373 | -100.0% | -$35.57万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -3,113 | -100.0% | -$32.74万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -7,393 | -100.0% | -$32.51万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -2,150 | -100.0% | -$32.32万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -653 | -100.0% | -$31.36万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,287 | -100.0% | -$30.89万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -12,480 | -100.0% | -$29.86万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,323 | -100.0% | -$29.14万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -9,641 | -100.0% | -$28.71万 | 清仓 |
| AGI | ALAMOS GOLD INC | $0 | 0.00% | 0 | -6,178 | -100.0% | -$27.45万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -2,977 | -100.0% | -$27.41万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,418 | -100.0% | -$26.76万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,754 | -100.0% | -$23.73万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -8,883 | -100.0% | -$22.10万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,442 | -100.0% | -$20.95万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,113 | -100.0% | -$20.65万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,234 | -100.0% | -$20.20万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,387 | -100.0% | -$20.03万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -10,176 | -100.0% | -$3.59万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $5.35万 | 0.02% | 1,000 | 1,000 | — | $5.35万 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $6.12万 | 0.02% | 12,194 | 12,194 | — | $6.12万 | 新建仓 |
| STLA | STELLANTIS N.V | $6.62万 | 0.02% | 11,529 | 11,529 | — | $6.62万 | 新建仓 |
| GLD | SPDR GOLD TR 看涨期权 | $18.42万 | 0.06% | 500 | 500 | — | $18.42万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $19.07万 | 0.06% | 35,000 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $19.89万 | 0.06% | 17,843 | -775 | -4.2% | -$8,641 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $20.04万 | 0.06% | 21,347 | 21,347 | — | $20.04万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $20.09万 | 0.06% | 4,350 | 4,350 | — | $20.09万 | 新建仓 |
| V | VISA INC | $20.21万 | 0.06% | 589 | -526 | -47.2% | -$18.05万 | 重新持有 |
| CMDT | PIMCO ETF TR | $20.61万 | 0.06% | 6,719 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $20.70万 | 0.06% | 3,955 | -1,428 | -26.5% | -$7.47万 | 减仓 |
| SNA | SNAP ON INC | $20.93万 | 0.06% | 520 | -583 | -52.9% | -$23.47万 | 重新持有 |
| IGSB | ISHARES TR | $21.03万 | 0.06% | 4,013 | -79 | -1.9% | -$4,141 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $21.15万 | 0.06% | 4,283 | 86 | 2.0% | $4,246 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $21.38万 | 0.06% | 7,885 | -1,104 | -12.3% | -$2.99万 | 重新持有 |
| CE | CELANESE CORP DEL | $21.59万 | 0.07% | 4,694 | 452 | 10.7% | $2.08万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.31万 | 0.07% | 577 | -651 | -53.0% | -$25.18万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $23.07万 | 0.07% | 937 | -970 | -50.9% | -$23.88万 | 重新持有 |
| EOG | EOG RES INC | $23.43万 | 0.07% | 1,806 | -25 | -1.4% | -$3,243 | 减仓 |
| FSLR | FIRST SOLAR INC | $24.30万 | 0.07% | 1,030 | -35 | -3.3% | -$8,259 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $24.36万 | 0.07% | 5,372 | 887 | 19.8% | $4.02万 | 加仓 |
| GSM | FERROGLOBE PLC | $24.98万 | 0.08% | 78,564 | 3,291 | 4.4% | $1.05万 | 加仓 |
| — | EXXON MOBIL CORP | $25.66万 | 0.08% | 1,877 | -622 | -24.9% | -$8.50万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $26.55万 | 0.08% | 3,224 | 3,224 | — | $26.55万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $26.56万 | 0.08% | 14,821 | 14,821 | — | $26.56万 | 新建仓 |
| DABS | DOUBLELINE ETF TRUST | $26.57万 | 0.08% | 5,242 | 36 | 0.7% | $1,824 | 加仓 |
| IVV | ISHARES TR | $26.60万 | 0.08% | 355 | 0 | 0.0% | — | 不变 |
| XSVN | BONDBLOXX ETF TRUST | $26.74万 | 0.08% | 5,657 | 5,657 | — | $26.74万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $26.77万 | 0.08% | 312 | -26 | -7.7% | -$2.23万 | 减仓 |
| ILMN | ILLUMINA INC | $28.48万 | 0.09% | 1,620 | 1,620 | — | $28.48万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $28.53万 | 0.09% | 2,873 | 657 | 29.6% | $6.52万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $28.61万 | 0.09% | 2,627 | 2,627 | — | $28.61万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $28.85万 | 0.09% | 2,575 | 67 | 2.7% | $7,505 | 加仓 |
| KT | KT CORP | $29.54万 | 0.09% | 17,092 | 229 | 1.4% | $3,957 | 加仓 |
| RRC | RANGE RES CORP | $29.78万 | 0.09% | 8,008 | 386 | 5.1% | $1.44万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $30.26万 | 0.09% | 22,817 | 519 | 2.3% | $6,882 | 加仓 |
| FLR | FLUOR CORP | $30.49万 | 0.09% | 5,819 | 5,819 | — | $30.49万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $30.51万 | 0.09% | 4,851 | 207 | 4.5% | $1.30万 | 加仓 |
| NTAP | NETAPP INC | $30.83万 | 0.09% | 1,992 | -64 | -3.1% | -$9,905 | 减仓 |
| EMBJ | EMBRAER S.A. | $31.08万 | 0.09% | 4,872 | -1,889 | -27.9% | -$12.05万 | 减仓 |
| KGC | KINROSS GOLD CORP | $31.68万 | 0.10% | 13,411 | 257 | 2.0% | $6,070 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $31.73万 | 0.10% | 623 | 25 | 4.2% | $1.27万 | 加仓 |
| ING | ING GROEP N.V. | $32.05万 | 0.10% | 10,212 | 349 | 3.5% | $1.10万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $32.07万 | 0.10% | 2,577 | -2,699 | -51.2% | -$33.58万 | 减仓 |
| SBUX | STARBUCKS CORP | $32.32万 | 0.10% | 3,163 | -171 | -5.1% | -$1.75万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $33.36万 | 0.10% | 29,916 | 29,916 | — | $33.36万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $33.48万 | 0.10% | 537 | -1,179 | -68.7% | -$73.52万 | 重新持有 |
| IEI | ISHARES TR | $33.57万 | 0.10% | 2,859 | -58 | -2.0% | -$6,811 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $34.38万 | 0.10% | 12,645 | -323 | -2.5% | -$8,782 | 减仓 |
| AZN | ASTRAZENECA PLC | $34.40万 | 0.10% | 1,814 | 33 | 1.9% | $6,257 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $34.42万 | 0.10% | 3,488 | -94 | -2.6% | -$9,275 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $34.60万 | 0.10% | 21,413 | 3,708 | 20.9% | $5.99万 | 加仓 |
| SAN | BANCO SANTANDER SA | $35.25万 | 0.11% | 25,544 | 699 | 2.8% | $9,646 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $35.52万 | 0.11% | 29,600 | 29,600 | — | $35.52万 | 新建仓 |
| MTZ | MASTEC INC | $35.74万 | 0.11% | 859 | 70 | 8.9% | $2.91万 | 加仓 |
| SON | SONOCO PRODS CO | $35.97万 | 0.11% | 6,383 | 6,383 | — | $35.97万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $37.08万 | 0.11% | 3,474 | 99 | 2.9% | $1.06万 | 加仓 |
| TMQ | TRILOGY METALS INC NEW | $37.08万 | 0.11% | 105,641 | 2,330 | 2.3% | $8,178 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $37.54万 | 0.11% | 2,935 | 2,935 | — | $37.54万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $37.59万 | 0.11% | 3,472 | 721 | 26.2% | $7.81万 | 加仓 |
| ENS | ENERSYS | $37.60万 | 0.11% | 1,608 | -68 | -4.1% | -$1.59万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $38.13万 | 0.11% | 40,606 | -1,001 | -2.4% | -$9,399 | 减仓 |
| SLB | SLB LIMITED | $38.56万 | 0.12% | 8,294 | 93 | 1.1% | $4,324 | 加仓 |
| XEL | XCEL ENERGY INC | $39.03万 | 0.12% | 4,861 | -110 | -2.2% | -$8,833 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $39.58万 | 0.12% | 1,182 | 15 | 1.3% | $5,022 | 加仓 |