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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,355.97万 | 10.12% | 115,979 | -391 | -0.3% | -$11.31万 | 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 |
| BIL | SPDR SERIES TRUST | $783.51万 | 2.36% | 85,499 | -7,280 | -7.8% | -$66.71万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $519.41万 | 1.57% | 59,104 | -4,511 | -7.1% | -$39.64万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $517.44万 | 1.56% | 56,993 | -4,462 | -7.3% | -$40.51万 | 减仓 |
| GOOGL | ALPHABET INC | $485.03万 | 1.46% | 13,572 | 3,387 | 33.3% | $121.04万 | 加仓 |
| LDUR | PIMCO ETF TR | $449.12万 | 1.35% | 46,974 | 3,481 | 8.0% | $33.28万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $444.76万 | 1.34% | 97,216 | -10,866 | -10.1% | -$49.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $438.46万 | 1.32% | 21,913 | 6,211 | 39.6% | $124.28万 | 加仓 |
| PYLD | PIMCO ETF TR | $416.69万 | 1.26% | 157,121 | 11,237 | 7.7% | $29.80万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $390.47万 | 1.18% | 446,000 | 446,000 | — | $390.47万 | 新建仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $368.98万 | 1.11% | 84,145 | -3,666 | -4.2% | -$16.08万 | 减仓 |
| EEM | ISHARES TR | $325.14万 | 0.98% | 47,529 | 15,378 | 47.8% | $105.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $312.92万 | 0.94% | 6,552 | 306 | 4.9% | $14.61万 | 加仓 |
| ROE | EA SERIES TRUST | $274.22万 | 0.83% | 64,325 | -9,552 | -12.9% | -$40.72万 | 减仓 |
| CAT | CATERPILLAR INC | $269.63万 | 0.81% | 2,532 | 1,396 | 122.9% | $148.66万 | 加仓 |
| MRK | MERCK & CO INC | $253.00万 | 0.76% | 19,689 | 9,005 | 84.3% | $115.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $250.01万 | 0.75% | 2,472 | 1,205 | 95.1% | $121.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $249.09万 | 0.75% | 6,678 | -138 | -2.0% | -$5.15万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $240.66万 | 0.73% | 10,131 | 281 | 2.9% | $6.68万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $230.91万 | 0.70% | 12,120 | -2,318 | -16.1% | -$44.16万 | 减仓 |
| C | CITIGROUP INC | $223.72万 | 0.67% | 15,985 | -4,107 | -20.4% | -$57.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $217.02万 | 0.65% | 6,630 | -141 | -2.1% | -$4.62万 | 减仓 |
| AMZN | AMAZON COM INC | $217.01万 | 0.65% | 9,105 | 4,066 | 80.7% | $96.91万 | 加仓 |
| CVS | CVS HEALTH CORP | $204.95万 | 0.62% | 19,811 | -449 | -2.2% | -$4.64万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $199.80万 | 0.60% | 28,514 | 15,570 | 120.3% | $109.10万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $195.38万 | 0.59% | 13,511 | 8,514 | 170.4% | $123.12万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $191.99万 | 0.58% | 5,420 | -152 | -2.7% | -$5.38万 | 减仓 |
| CSCO | CISCO SYS INC | $190.56万 | 0.57% | 16,223 | -490 | -2.9% | -$5.76万 | 减仓 |
| EZU | ISHARES INC | $189.53万 | 0.57% | 27,271 | 2,953 | 12.1% | $20.52万 | 加仓 |
| ALL | ALLSTATE CORP | $186.80万 | 0.56% | 7,851 | -223 | -2.8% | -$5.31万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $184.79万 | 0.56% | 6,691 | 6,691 | — | $184.79万 | 新建仓 |
| GEV | GE VERNOVA INC | $182.46万 | 0.55% | 1,553 | 1,164 | 299.2% | $136.75万 | 加仓 |
| EFA | ISHARES TR | $178.41万 | 0.54% | 17,174 | 2,070 | 13.7% | $21.50万 | 加仓 |
| ASML | ASML HLDG NV | $178.25万 | 0.54% | 896 | 486 | 118.5% | $96.69万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $178.14万 | 0.54% | 1,846 | -920 | -33.3% | -$88.78万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $176.75万 | 0.53% | 6,574 | -232 | -3.4% | -$6.24万 | 减仓 |
| NEM | NEWMONT CORP | $175.79万 | 0.53% | 18,821 | 107 | 0.6% | $9,994 | 加仓 |
| LRCX | LAM RESEARCH CORP | $174.89万 | 0.53% | 4,036 | -1,033 | -20.4% | -$44.76万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $171.30万 | 0.52% | 1,484 | -1,779 | -54.5% | -$205.36万 | 减仓 |
| GLW | CORNING INC | $170.42万 | 0.51% | 6,672 | -1,737 | -20.7% | -$44.37万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $169.75万 | 0.51% | 7,978 | 7,978 | — | $169.75万 | 新建仓 |
| CARY | ANGEL OAK FUNDS TRUST | $167.03万 | 0.50% | 80,379 | 6,052 | 8.1% | $12.58万 | 加仓 |
| VSAT | VIASAT INC | $166.67万 | 0.50% | 18,558 | -23,545 | -55.9% | -$211.46万 | 重新持有 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $165.66万 | 0.50% | 23,754 | 23,754 | — | $165.66万 | 新建仓 |
| RTX | RTX CORPORATION | $164.80万 | 0.50% | 8,686 | -269 | -3.0% | -$5.10万 | 减仓 |
| JBL | JABIL INC | $161.25万 | 0.49% | 4,183 | -91 | -2.1% | -$3.51万 | 减仓 |
| GOOG | ALPHABET INC | $156.66万 | 0.47% | 4,434 | -143 | -3.1% | -$5.05万 | 减仓 |
| UBS | UBS GROUP AG | $156.62万 | 0.47% | 31,602 | -200 | -0.6% | -$9,912 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $156.22万 | 0.47% | 34,632 | -911 | -2.6% | -$4.11万 | 减仓 |
| RKLB | ROCKET LAB CORP | $155.78万 | 0.47% | 15,325 | -12,417 | -44.8% | -$126.22万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $152.54万 | 0.46% | 6,006 | 46 | 0.8% | $1.17万 | 加仓 |
| GM | GENERAL MTRS CO | $151.93万 | 0.46% | 19,711 | 19 | 0.1% | $1,464 | 加仓 |
| BE | BLOOM ENERGY CORP | $149.02万 | 0.45% | 4,923 | -9,080 | -64.8% | -$274.85万 | 重新持有 |
| DINO | HF SINCLAIR CORP | $143.46万 | 0.43% | 20,597 | -470 | -2.2% | -$3.27万 | 减仓 |
| TFLO | ISHARES TR | $143.40万 | 0.43% | 28,323 | 28,323 | — | $143.40万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $142.87万 | 0.43% | 10,681 | -3,119 | -22.6% | -$41.72万 | 减仓 |
| ALB | ALBEMARLE CORP | $141.08万 | 0.43% | 10,448 | 5,958 | 132.7% | $80.45万 | 加仓 |
| CMI | CUMMINS INC | $140.86万 | 0.42% | 1,975 | -41 | -2.0% | -$2.92万 | 减仓 |
| PWR | QUANTA SVCS INC | $139.26万 | 0.42% | 1,934 | -2,268 | -54.0% | -$163.31万 | 重新持有 |
| COHR | COHERENT CORP | $138.81万 | 0.42% | 3,519 | 3,519 | — | $138.81万 | 新建仓 |
| EWI | ISHARES INC | $136.25万 | 0.41% | 22,999 | 459 | 2.0% | $2.72万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $134.98万 | 0.41% | 28,269 | 28,269 | — | $134.98万 | 新建仓 |
| FN | FABRINET | $134.79万 | 0.41% | 2,398 | 1,679 | 233.5% | $94.37万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $134.72万 | 0.41% | 5,169 | 5,169 | — | $134.72万 | 新建仓 |
| AVGO | BROADCOM INC | $133.53万 | 0.40% | 3,535 | -28 | -0.8% | -$1.06万 | 减仓 |
| EIS | ISHARES INC | $132.74万 | 0.40% | 10,997 | 18 | 0.2% | $2,173 | 加仓 |
| APH | AMPHENOL CORP | $128.36万 | 0.39% | 7,280 | 3,303 | 83.1% | $58.24万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $127.07万 | 0.38% | 6,860 | 2,094 | 43.9% | $38.79万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $123.81万 | 0.37% | 4,223 | -12 | -0.3% | -$3,518 | 减仓 |
| EWU | ISHARES TR | $122.61万 | 0.37% | 26,573 | 700 | 2.7% | $3.23万 | 加仓 |
| INTU | INTUIT | $121.60万 | 0.37% | 4,659 | 2,449 | 110.8% | $63.92万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $120.32万 | 0.36% | 34,704 | 34,704 | — | $120.32万 | 新建仓 |
| KLAC | KLA CORP | $119.12万 | 0.36% | 3,948 | -232 | -5.6% | -$7.00万 | 减仓 |
| DIS | DISNEY WALT CO | $118.84万 | 0.36% | 12,347 | -250 | -2.0% | -$2.41万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $118.61万 | 0.36% | 38,449 | -51,096 | -57.1% | -$157.63万 | 减仓 |
| TPR | TAPESTRY INC | $118.19万 | 0.36% | 8,074 | -72 | -0.9% | -$1.05万 | 减仓 |
| — | ISHARES INC | $116.07万 | 0.35% | 23,224 | 666 | 3.0% | $3.33万 | 加仓 |
| IYY | ISHARES TR | $115.81万 | 0.35% | 6,354 | 13 | 0.2% | $2,370 | 加仓 |
| LASR | NLIGHT INC | $115.69万 | 0.35% | 16,617 | 16,617 | — | $115.69万 | 新建仓 |
| BCS | BARCLAYS PLC | $112.83万 | 0.34% | 42,007 | 353 | 0.8% | $9,482 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $112.13万 | 0.34% | 36,633 | -2,186 | -5.6% | -$6.69万 | 减仓 |
| FIX | COMFORT SYS USA INC | $111.78万 | 0.34% | 564 | -39 | -6.5% | -$7.73万 | 减仓 |
| FSK | FS KKR CAP CORP | $111.16万 | 0.34% | 105,870 | -22,819 | -17.7% | -$23.96万 | 减仓 |
| NTR | NUTRIEN LTD | $110.42万 | 0.33% | 17,541 | -164 | -0.9% | -$1.03万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $109.63万 | 0.33% | 19,449 | -441 | -2.2% | -$2.49万 | 减仓 |
| PL | PLANET LABS PBC | $108.16万 | 0.33% | 32,647 | 32,647 | — | $108.16万 | 新建仓 |
| QCOM | QUALCOMM INC | $108.12万 | 0.33% | 5,851 | -5,144 | -46.8% | -$95.06万 | 减仓 |
| CCJ | CAMECO CORP | $108.01万 | 0.33% | 10,604 | 3,750 | 54.7% | $38.20万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $107.80万 | 0.32% | 14,110 | -290 | -2.0% | -$2.22万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $105.21万 | 0.32% | 2,118 | -62 | -2.8% | -$3.08万 | 减仓 |
| WOLF | WOLFSPEED INC | $103.33万 | 0.31% | 21,415 | 21,415 | — | $103.33万 | 新建仓 |
| ROST | ROSS STORES INC | $103.06万 | 0.31% | 4,842 | 4,842 | — | $103.06万 | 新建仓 |
| BAC | BANK OF AMER CORP | $101.78万 | 0.31% | 17,863 | -10,304 | -36.6% | -$58.71万 | 减仓 |
| META | META PLATFORMS INC | $101.63万 | 0.31% | 1,804 | -840 | -31.8% | -$47.32万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $101.10万 | 0.30% | 47,264 | 47,264 | — | $101.10万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $99.94万 | 0.30% | 38,528 | 2,688 | 7.5% | $6.97万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $99.02万 | 0.30% | 18,470 | 5,414 | 41.5% | $29.02万 | 加仓 |
| EQT | EQT CORP | $96.80万 | 0.29% | 18,205 | 2,167 | 13.5% | $11.52万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $96.52万 | 0.29% | 5,415 | 5,415 | — | $96.52万 | 新建仓 |