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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $49.37万 | 0.15% | 10,299 | 205 | 2.0% | $9,827 | 加仓 |
| INTC | INTEL CORP | $48.79万 | 0.15% | 3,494 | -2,287 | -39.6% | -$31.93万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $48.20万 | 0.15% | 1,722 | -41 | -2.3% | -$1.15万 | 减仓 |
| DY | DYCOM INDS INC | $47.98万 | 0.14% | 949 | 949 | — | $47.98万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $47.78万 | 0.14% | 12,540 | -138 | -1.1% | -$5,258 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $47.55万 | 0.14% | 8,953 | -2,351 | -20.8% | -$12.49万 | 减仓 |
| IVW | ISHARES TR | $47.16万 | 0.14% | 3,429 | -3,223 | -48.5% | -$44.33万 | 减仓 |
| DTH | WISDOMTREE TR | $46.95万 | 0.14% | 8,677 | 8,677 | — | $46.95万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $46.70万 | 0.14% | 10,246 | 4,001 | 64.1% | $18.24万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $46.16万 | 0.14% | 5,768 | 40 | 0.7% | $3,201 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $46.13万 | 0.14% | 2,435 | 2,435 | — | $46.13万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $45.97万 | 0.14% | 8,698 | -113 | -1.3% | -$5,972 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $45.53万 | 0.14% | 7,561 | -41 | -0.5% | -$2,469 | 减仓 |
| VOO | VANGUARD INDEX FDS | $45.37万 | 0.14% | 661 | 132 | 25.0% | $9.06万 | 加仓 |
| DMC | DEL MONTE CORP | $44.64万 | 0.13% | 15,996 | -241 | -1.5% | -$6,726 | 减仓 |
| HSBC | HSBC HLDGS PLC | $44.39万 | 0.13% | 4,668 | -5,808 | -55.4% | -$55.23万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $44.17万 | 0.13% | 3,638 | 71 | 2.0% | $8,620 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $43.85万 | 0.13% | 6,468 | 6,468 | — | $43.85万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $43.55万 | 0.13% | 7,051 | 269 | 4.0% | $1.66万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $43.37万 | 0.13% | 8,079 | -27 | -0.3% | -$1,449 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $43.05万 | 0.13% | 674 | 674 | — | $43.05万 | 新建仓 |
| SLV | ISHARES SILVER TR | $43.04万 | 0.13% | 8,050 | 2,543 | 46.2% | $13.60万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $42.92万 | 0.13% | 10,865 | 145 | 1.4% | $5,728 | 加仓 |
| RY | ROYAL BK CDA | $42.72万 | 0.13% | 2,064 | -2,732 | -57.0% | -$56.54万 | 减仓 |
| MBB | ISHARES TR | $42.51万 | 0.13% | 4,498 | -85 | -1.9% | -$8,034 | 减仓 |
| IWV | ISHARES TR | $42.09万 | 0.13% | 987 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $41.90万 | 0.13% | 16,828 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $41.76万 | 0.13% | 1,562 | 1,562 | — | $41.76万 | 新建仓 |
| BA | BOEING CO | $41.58万 | 0.13% | 1,921 | 65 | 3.5% | $1.41万 | 加仓 |
| WMT | WALMART INC | $41.35万 | 0.12% | 3,651 | -89 | -2.4% | -$1.01万 | 减仓 |
| OTTR | OTTER TAIL CORP | $41.03万 | 0.12% | 4,560 | 4,560 | — | $41.03万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $40.49万 | 0.12% | 14,173 | 14,173 | — | $40.49万 | 新建仓 |
| EBAY | EBAY INC. | $40.21万 | 0.12% | 3,598 | 145 | 4.2% | $1.62万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $39.86万 | 0.12% | 10,232 | -243 | -2.3% | -$9,467 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $39.58万 | 0.12% | 1,182 | 15 | 1.3% | $5,022 | 加仓 |
| XEL | XCEL ENERGY INC | $39.03万 | 0.12% | 4,861 | -110 | -2.2% | -$8,833 | 减仓 |
| SLB | SLB LIMITED | $38.56万 | 0.12% | 8,294 | 93 | 1.1% | $4,324 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $38.13万 | 0.11% | 40,606 | -1,001 | -2.4% | -$9,399 | 减仓 |
| ENS | ENERSYS | $37.60万 | 0.11% | 1,608 | -68 | -4.1% | -$1.59万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $37.59万 | 0.11% | 3,472 | 721 | 26.2% | $7.81万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $37.54万 | 0.11% | 2,935 | 2,935 | — | $37.54万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $37.08万 | 0.11% | 105,641 | 2,330 | 2.3% | $8,178 | 加仓 |
| BG | BUNGE GLOBAL SA | $37.08万 | 0.11% | 3,474 | 99 | 2.9% | $1.06万 | 加仓 |
| SON | SONOCO PRODS CO | $35.97万 | 0.11% | 6,383 | 6,383 | — | $35.97万 | 新建仓 |
| MTZ | MASTEC INC | $35.74万 | 0.11% | 859 | 70 | 8.9% | $2.91万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $35.52万 | 0.11% | 29,600 | 29,600 | — | $35.52万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $35.25万 | 0.11% | 25,544 | 699 | 2.8% | $9,646 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $34.60万 | 0.10% | 21,413 | 3,708 | 20.9% | $5.99万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $34.42万 | 0.10% | 3,488 | -94 | -2.6% | -$9,275 | 减仓 |
| AZN | ASTRAZENECA PLC | $34.40万 | 0.10% | 1,814 | 33 | 1.9% | $6,257 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $34.38万 | 0.10% | 12,645 | -323 | -2.5% | -$8,782 | 减仓 |
| IEI | ISHARES TR | $33.57万 | 0.10% | 2,859 | -58 | -2.0% | -$6,811 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $33.48万 | 0.10% | 537 | -1,179 | -68.7% | -$73.52万 | 重新持有 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $33.36万 | 0.10% | 29,916 | 29,916 | — | $33.36万 | 新建仓 |
| SBUX | STARBUCKS CORP | $32.32万 | 0.10% | 3,163 | -171 | -5.1% | -$1.75万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $32.07万 | 0.10% | 2,577 | -2,699 | -51.2% | -$33.58万 | 减仓 |
| ING | ING GROEP N.V. | $32.05万 | 0.10% | 10,212 | 349 | 3.5% | $1.10万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $31.73万 | 0.10% | 623 | 25 | 4.2% | $1.27万 | 加仓 |
| KGC | KINROSS GOLD CORP | $31.68万 | 0.10% | 13,411 | 257 | 2.0% | $6,070 | 加仓 |
| EMBJ | EMBRAER S.A. | $31.08万 | 0.09% | 4,872 | -1,889 | -27.9% | -$12.05万 | 减仓 |
| NTAP | NETAPP INC | $30.83万 | 0.09% | 1,992 | -64 | -3.1% | -$9,905 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $30.51万 | 0.09% | 4,851 | 207 | 4.5% | $1.30万 | 加仓 |
| FLR | FLUOR CORP | $30.49万 | 0.09% | 5,819 | 5,819 | — | $30.49万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $30.26万 | 0.09% | 22,817 | 519 | 2.3% | $6,882 | 加仓 |
| RRC | RANGE RES CORP | $29.78万 | 0.09% | 8,008 | 386 | 5.1% | $1.44万 | 加仓 |
| KT | KT CORP | $29.54万 | 0.09% | 17,092 | 229 | 1.4% | $3,957 | 加仓 |
| IMO | IMPERIAL OIL LTD | $28.85万 | 0.09% | 2,575 | 67 | 2.7% | $7,505 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $28.61万 | 0.09% | 2,627 | 2,627 | — | $28.61万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $28.53万 | 0.09% | 2,873 | 657 | 29.6% | $6.52万 | 加仓 |
| ILMN | ILLUMINA INC | $28.48万 | 0.09% | 1,620 | 1,620 | — | $28.48万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $26.77万 | 0.08% | 312 | -26 | -7.7% | -$2.23万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $26.74万 | 0.08% | 5,657 | 5,657 | — | $26.74万 | 新建仓 |
| IVV | ISHARES TR | $26.60万 | 0.08% | 355 | 0 | 0.0% | — | 不变 |
| DABS | DOUBLELINE ETF TRUST | $26.57万 | 0.08% | 5,242 | 36 | 0.7% | $1,824 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $26.56万 | 0.08% | 14,821 | 14,821 | — | $26.56万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $26.55万 | 0.08% | 3,224 | 3,224 | — | $26.55万 | 新建仓 |
| — | EXXON MOBIL CORP | $25.66万 | 0.08% | 1,877 | -622 | -24.9% | -$8.50万 | 减仓 |
| GSM | FERROGLOBE PLC | $24.98万 | 0.08% | 78,564 | 3,291 | 4.4% | $1.05万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $24.36万 | 0.07% | 5,372 | 887 | 19.8% | $4.02万 | 加仓 |
| FSLR | FIRST SOLAR INC | $24.30万 | 0.07% | 1,030 | -35 | -3.3% | -$8,259 | 减仓 |
| EOG | EOG RES INC | $23.43万 | 0.07% | 1,806 | -25 | -1.4% | -$3,243 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.07万 | 0.07% | 937 | -970 | -50.9% | -$23.88万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.31万 | 0.07% | 577 | -651 | -53.0% | -$25.18万 | 重新持有 |
| CE | CELANESE CORP DEL | $21.59万 | 0.07% | 4,694 | 452 | 10.7% | $2.08万 | 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 |
| XONE | BONDBLOXX ETF TRUST | $21.15万 | 0.06% | 4,283 | 86 | 2.0% | $4,246 | 加仓 |
| IGSB | ISHARES TR | $21.03万 | 0.06% | 4,013 | -79 | -1.9% | -$4,141 | 减仓 |
| SNA | SNAP ON INC | $20.93万 | 0.06% | 520 | -583 | -52.9% | -$23.47万 | 重新持有 |
| BINC | BLACKROCK ETF TRUST II | $20.70万 | 0.06% | 3,955 | -1,428 | -26.5% | -$7.47万 | 减仓 |
| CMDT | PIMCO ETF TR | $20.61万 | 0.06% | 6,719 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $20.21万 | 0.06% | 589 | -526 | -47.2% | -$18.05万 | 重新持有 |
| LVS | LAS VEGAS SANDS CORP | $20.09万 | 0.06% | 4,350 | 4,350 | — | $20.09万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $20.04万 | 0.06% | 21,347 | 21,347 | — | $20.04万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $19.89万 | 0.06% | 17,843 | -775 | -4.2% | -$8,641 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $19.07万 | 0.06% | 35,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR 看涨期权 | $18.42万 | 0.06% | 500 | 500 | — | $18.42万 | 新建仓 |
| STLA | STELLANTIS N.V | $6.62万 | 0.02% | 11,529 | 11,529 | — | $6.62万 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $6.12万 | 0.02% | 12,194 | 12,194 | — | $6.12万 | 新建仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $5.35万 | 0.02% | 1,000 | 1,000 | — | $5.35万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -11,464 | -100.0% | -$113.55万 | 清仓 |