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 |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | $92.74万 | 0.28% | 22,445 | -521 | -2.3% | -$2.15万 | 减仓 |
| MS | MORGAN STANLEY | $91.33万 | 0.28% | 4,369 | -115 | -2.6% | -$2.40万 | 减仓 |
| PFE | PFIZER INC | $90.74万 | 0.27% | 37,682 | -837 | -2.2% | -$2.02万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.74万 | 0.27% | 1,562 | -2,900 | -65.0% | -$168.46万 | 减仓 |
| DG | DOLLAR GEN CORP | $89.96万 | 0.27% | 7,815 | -204 | -2.5% | -$2.35万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $88.13万 | 0.27% | 17,454 | 112 | 0.6% | $5,655 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $87.37万 | 0.26% | 2,644 | -74 | -2.7% | -$2.45万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $86.73万 | 0.26% | 15,052 | -386 | -2.5% | -$2.22万 | 减仓 |
| GEN | GEN DIGITAL INC | $86.58万 | 0.26% | 34,787 | -751 | -2.1% | -$1.87万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $86.36万 | 0.26% | 7,867 | -100 | -1.3% | -$1.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.21万 | 0.26% | 1,723 | -35 | -2.0% | -$1.75万 | 减仓 |
| AGG | ISHARES TR | $86.05万 | 0.26% | 8,694 | 85 | 1.0% | $8,413 | 加仓 |
| AMGN | AMGEN INC | $85.13万 | 0.26% | 2,351 | -44 | -1.8% | -$1.59万 | 减仓 |
| CIEN | CIENA CORP | $85.06万 | 0.26% | 1,734 | 1,734 | — | $85.06万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.05万 | 0.25% | 2,989 | -1,653 | -35.6% | -$46.48万 | 减仓 |
| NRG | NRG ENERGY INC | $83.36万 | 0.25% | 5,707 | 1,090 | 23.6% | $15.92万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $82.15万 | 0.25% | 7,611 | -91 | -1.2% | -$9,822 | 减仓 |
| MDT | MEDTRONIC PLC | $81.50万 | 0.25% | 10,418 | -251 | -2.4% | -$1.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $80.71万 | 0.24% | 4,869 | -114 | -2.3% | -$1.89万 | 减仓 |
| SM | SM ENERGY COMPANY | $80.33万 | 0.24% | 30,777 | -460 | -1.5% | -$1.20万 | 减仓 |
| EPU | ISHARES TR | $79.68万 | 0.24% | 9,542 | 19 | 0.2% | $1,586 | 加仓 |
| ETN | EATON CORP PLC | $79.56万 | 0.24% | 1,867 | -48 | -2.5% | -$2.05万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $79.20万 | 0.24% | 1,284 | 125 | 10.8% | $7.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $78.61万 | 0.24% | 2,124 | 2 | 0.1% | $740 | 加仓 |
| IGIB | ISHARES TR | $77.66万 | 0.23% | 14,605 | -168 | -1.1% | -$8,933 | 减仓 |
| DE | DEERE & CO | $77.58万 | 0.23% | 1,223 | -32 | -2.5% | -$2.03万 | 减仓 |
| BRKR | BRUKER CORP | $77.39万 | 0.23% | 12,860 | -88 | -0.7% | -$5,296 | 减仓 |
| IREN | IREN LIMITED | $77.12万 | 0.23% | 16,864 | 16,864 | — | $77.12万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $76.79万 | 0.23% | 8,323 | -222 | -2.6% | -$2.05万 | 减仓 |
| CRM | SALESFORCE INC | $76.07万 | 0.23% | 4,856 | -292 | -5.7% | -$4.57万 | 减仓 |
| VLUE | ISHARES TR | $75.55万 | 0.23% | 3,781 | 1,022 | 37.0% | $20.42万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $74.97万 | 0.23% | 9,858 | -257 | -2.5% | -$1.95万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $74.54万 | 0.22% | 56,363 | 1,031 | 1.9% | $1.36万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $73.30万 | 0.22% | 2,330 | -42 | -1.8% | -$1.32万 | 减仓 |
| VEEV | VEEVA SYS INC | $71.73万 | 0.22% | 4,042 | -115 | -2.8% | -$2.04万 | 减仓 |
| GLD | SPDR GOLD TR | $71.10万 | 0.21% | 1,930 | 1 | 0.1% | $368 | 加仓 |
| MTH | MERITAGE HOMES CORP | $70.81万 | 0.21% | 8,445 | -203 | -2.3% | -$1.70万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $70.50万 | 0.21% | 7,769 | -114 | -1.4% | -$1.03万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $70.11万 | 0.21% | 3,904 | -94 | -2.4% | -$1.69万 | 减仓 |
| PPG | PPG INDS INC | $69.88万 | 0.21% | 5,761 | -141 | -2.4% | -$1.71万 | 减仓 |
| TGT | TARGET CORP | $69.76万 | 0.21% | 5,341 | -132 | -2.4% | -$1.72万 | 减仓 |
| KEY | KEYCORP | $69.28万 | 0.21% | 30,057 | -613 | -2.0% | -$1.41万 | 减仓 |
| USB | US BANCORP | $69.13万 | 0.21% | 11,446 | -297 | -2.5% | -$1.79万 | 减仓 |
| TTE | TOTALENERGIES SE | $68.91万 | 0.21% | 8,862 | -135 | -1.5% | -$1.05万 | 减仓 |
| NOW | SERVICENOW INC | $68.76万 | 0.21% | 6,926 | -163 | -2.3% | -$1.62万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $68.35万 | 0.21% | 902 | 130 | 16.8% | $9.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.34万 | 0.21% | 16,140 | 634 | 4.1% | $2.68万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $67.24万 | 0.20% | 18,999 | 2,446 | 14.8% | $8.66万 | 加仓 |
| IEMG | ISHARES INC | $66.85万 | 0.20% | 8,070 | 63 | 0.8% | $5,219 | 加仓 |
| GREK | GLOBAL X FDS | $66.38万 | 0.20% | 8,792 | 231 | 2.7% | $1.74万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $66.17万 | 0.20% | 6,155 | -92 | -1.5% | -$9,890 | 减仓 |
| — | SIDUS SPACE INC | $66.15万 | 0.20% | 235,392 | 235,392 | — | $66.15万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $65.63万 | 0.20% | 30,670 | -778 | -2.5% | -$1.66万 | 减仓 |
| HRL | HORMEL FOODS CORP | $65.36万 | 0.20% | 26,335 | -546 | -2.0% | -$1.36万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $65.28万 | 0.20% | 4,478 | 198 | 4.6% | $2.89万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $65.16万 | 0.20% | 37,883 | -989 | -2.5% | -$1.70万 | 减仓 |
| UL | UNILEVER PLC | $64.25万 | 0.19% | 10,687 | 1,678 | 18.6% | $10.09万 | 加仓 |
| TFC | TRUIST FINL CORP | $63.85万 | 0.19% | 12,817 | -336 | -2.6% | -$1.67万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $63.49万 | 0.19% | 2,616 | -1,272 | -32.7% | -$30.87万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $63.48万 | 0.19% | 3,149 | -80 | -2.5% | -$1.61万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $62.49万 | 0.19% | 5,328 | 572 | 12.0% | $6.71万 | 加仓 |
| BIIB | BIOGEN INC | $61.45万 | 0.19% | 2,844 | -57 | -2.0% | -$1.23万 | 减仓 |
| AFL | AFLAC INC | $61.42万 | 0.19% | 5,238 | -162 | -3.0% | -$1.90万 | 减仓 |
| APA | APA CORPORATION | $61.30万 | 0.18% | 18,820 | -730 | -3.7% | -$2.38万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $60.68万 | 0.18% | 1,191 | 19 | 1.6% | $9,680 | 加仓 |
| EWW | ISHARES INC | $60.33万 | 0.18% | 8,015 | 217 | 2.8% | $1.63万 | 加仓 |
| NOK | NOKIA CORP | $60.19万 | 0.18% | 45,321 | 9,133 | 25.2% | $12.13万 | 加仓 |
| EWZ | ISHARES INC | $59.77万 | 0.18% | 17,325 | 383 | 2.3% | $1.32万 | 加仓 |
| TDW | TIDEWATER INC NEW | $58.97万 | 0.18% | 8,851 | -147 | -1.6% | -$9,795 | 减仓 |
| OMC | OMNICOM GROUP INC | $58.34万 | 0.18% | 8,011 | -138 | -1.7% | -$1.01万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $58.07万 | 0.18% | 5,421 | -1,286 | -19.2% | -$13.78万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $57.91万 | 0.17% | 3,075 | -252 | -7.6% | -$4.75万 | 减仓 |
| OII | OCEANEERING INTL INC | $57.54万 | 0.17% | 14,201 | -426 | -2.9% | -$1.73万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $57.45万 | 0.17% | 1,252 | -35 | -2.7% | -$1.61万 | 减仓 |
| HAS | HASBRO INC | $56.85万 | 0.17% | 6,884 | -138 | -2.0% | -$1.14万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $56.48万 | 0.17% | 3,914 | 3,914 | — | $56.48万 | 新建仓 |
| EWH | ISHARES INC | $56.06万 | 0.17% | 26,799 | 705 | 2.7% | $1.47万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $56.04万 | 0.17% | 1,132 | 1,132 | — | $56.04万 | 新建仓 |
| B | BARRICK MNG CORP | $55.94万 | 0.17% | 15,231 | -390 | -2.5% | -$1.43万 | 减仓 |
| DTM | DT MIDSTREAM INC | $55.59万 | 0.17% | 3,788 | -135 | -3.4% | -$1.98万 | 减仓 |
| WM | WASTE MGMT INC DEL | $54.74万 | 0.17% | 2,456 | -71 | -2.8% | -$1.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $54.72万 | 0.16% | 743 | 1 | 0.1% | $736 | 加仓 |
| KIM | KIMCO REALTY CORP | $54.64万 | 0.16% | 21,553 | 2,883 | 15.4% | $7.31万 | 加仓 |
| USFD | US FOODS HLDG CORP | $54.34万 | 0.16% | 5,314 | -154 | -2.8% | -$1.57万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $53.95万 | 0.16% | 15,354 | 248 | 1.6% | $8,715 | 加仓 |
| F | FORD MTR CO | $53.61万 | 0.16% | 38,568 | 5,783 | 17.6% | $8.04万 | 加仓 |
| TMUS | T-MOBILE US INC | $53.54万 | 0.16% | 3,192 | -83 | -2.5% | -$1.39万 | 减仓 |
| EME | EMCOR GROUP INC | $53.53万 | 0.16% | 645 | 645 | — | $53.53万 | 新建仓 |
| TSLA | TESLA INC | $53.35万 | 0.16% | 1,268 | -400 | -24.0% | -$16.83万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $53.27万 | 0.16% | 5,761 | 1,700 | 41.9% | $15.72万 | 加仓 |
| KR | KROGER CO | $52.77万 | 0.16% | 9,503 | -212 | -2.2% | -$1.18万 | 减仓 |
| RIO | RIO TINTO PLC | $51.90万 | 0.16% | 5,467 | 5,467 | — | $51.90万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $51.64万 | 0.16% | 4,088 | -71 | -1.7% | -$8,969 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $50.95万 | 0.15% | 3,284 | -87 | -2.6% | -$1.35万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $50.63万 | 0.15% | 3,191 | 94 | 3.0% | $1.49万 | 加仓 |
| TEX | TEREX CORP NEW | $50.55万 | 0.15% | 6,983 | 6,983 | — | $50.55万 | 新建仓 |
| GE | GE AEROSPACE | $50.34万 | 0.15% | 1,347 | -31 | -2.2% | -$1.16万 | 减仓 |
| IEV | ISHARES TR | $50.32万 | 0.15% | 6,908 | 2,012 | 41.1% | $14.66万 | 加仓 |
| COHU | COHU INC | $50.19万 | 0.15% | 6,791 | -2,153 | -24.1% | -$15.91万 | 减仓 |
| WEN | WENDYS CO | $49.89万 | 0.15% | 60,186 | -1,500 | -2.4% | -$1.24万 | 减仓 |