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 |
|---|---|---|---|---|---|---|---|---|
| — | COMERICA INC | $0 | 0.00% | 0 | -11,194 | -100.0% | -$97.31万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -10,151 | -100.0% | -$95.18万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -3,954 | -100.0% | -$84.92万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,457 | -100.0% | -$84.61万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -5,679 | -100.0% | -$74.41万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -7,583 | -100.0% | -$72.30万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -15,396 | -100.0% | -$58.95万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -675 | -100.0% | -$58.23万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -7,906 | -100.0% | -$55.28万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -19,658 | -100.0% | -$53.25万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -2,773 | -100.0% | -$50.24万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -3,866 | -100.0% | -$48.66万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -3,488 | -100.0% | -$48.09万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,367 | -100.0% | -$47.84万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -666 | -100.0% | -$45.42万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -900 | -100.0% | -$42.60万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,581 | -100.0% | -$41.85万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -13,629 | -100.0% | -$40.74万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -11,125 | -100.0% | -$40.36万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -3,823 | -100.0% | -$39.33万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -690 | -100.0% | -$39.19万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -360 | -100.0% | -$38.53万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | -4,838 | -100.0% | -$37.86万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,406 | -100.0% | -$36.17万 | 清仓 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -6,933 | -100.0% | -$35.06万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -45,363 | -100.0% | -$34.97万 | 清仓 |
| DWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -7,868 | -100.0% | -$34.57万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,113 | -100.0% | -$34.45万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -3,920 | -100.0% | -$34.27万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -984 | -100.0% | -$33.86万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -4,253 | -100.0% | -$33.57万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -12,264 | -100.0% | -$31.40万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -290 | -100.0% | -$31.17万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,507 | -100.0% | -$30.25万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -149 | -100.0% | -$30.01万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$30.00万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -6,427 | -100.0% | -$29.58万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,009 | -100.0% | -$29.15万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,990 | -100.0% | -$29.13万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -2,236 | -100.0% | -$28.52万 | 清仓 |
| WKC | WORLD KINECT CORPORATION | $0 | 0.00% | 0 | -11,893 | -100.0% | -$27.87万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,468 | -100.0% | -$27.04万 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -1,330 | -100.0% | -$26.33万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -1,003 | -100.0% | -$25.78万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -4,300 | -100.0% | -$25.21万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,690 | -100.0% | -$25.17万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -2,839 | -100.0% | -$25.03万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -1,565 | -100.0% | -$25.01万 | 清仓 |
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | -5,248 | -100.0% | -$24.53万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,151 | -100.0% | -$24.21万 | 清仓 |
| UHAL | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -4,801 | -100.0% | -$24.20万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,672 | -100.0% | -$24.00万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,898 | -100.0% | -$23.11万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -11,724 | -100.0% | -$22.50万 | 清仓 |
| MOS | MOSAIC CO NEW | $0 | 0.00% | 0 | -9,151 | -100.0% | -$22.04万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -5,296 | -100.0% | -$21.86万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -7,389 | -100.0% | -$21.30万 | 清仓 |
| — | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -4,430 | -100.0% | -$21.30万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -4,173 | -100.0% | -$20.97万 | 清仓 |
| VECO | VEECO INSTRS INC DEL | $0 | 0.00% | 0 | -7,327 | -100.0% | -$20.94万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,096 | -100.0% | -$20.93万 | 清仓 |
| LONZ | PIMCO ETF TR | $0 | 0.00% | 0 | -4,086 | -100.0% | -$20.54万 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | -1,027 | -100.0% | -$20.53万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -4,017 | -100.0% | -$20.45万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$20.39万 | 清仓 |
| NOV | NOV INC | $0 | 0.00% | 0 | -11,744 | -100.0% | -$18.36万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -14,977 | -100.0% | -$17.66万 | 清仓 |
| ERII | ENERGY RECOVERY INC | $0 | 0.00% | 0 | -10,413 | -100.0% | -$14.05万 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | -28,519 | -100.0% | -$12.43万 | 清仓 |
| URG | UR-ENERGY INC | $0 | 0.00% | 0 | -23,619 | -100.0% | -$3.28万 | 清仓 |