Williamson Legacy Group, LLC
CARMEL IN · SEC CIK 0002011965
$1.33亿2026Q1 申报市值
81持仓数
34.9%前十大占比 · 第一大 5.9%
19 / 30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
FSLY 新建仓+$170.33万
DAN 新建仓+$146.19万
NVT 新建仓+$142.46万
VRT 新建仓+$138.04万
MTZ 加仓+$133.43万
2026Q1 卖出最多 按季末市值估算
PLTR 清仓-$362.81万
LITE 减仓-$290.66万
AVGO 清仓-$273.26万
EBAY 清仓-$254.76万
W 清仓-$250.69万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -20,411 | -100.0% | -$362.81万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -7,895 | -100.0% | -$273.26万 | 清仓 |
| EBAY | EBAY INC | $0 | 0.00% | 0 | -29,249 | -100.0% | -$254.76万 | 清仓 |
| W | WAYFAIR INC CLASS A | $0 | 0.00% | 0 | -24,967 | -100.0% | -$250.69万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -14,323 | -100.0% | -$228.07万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -84,729 | -100.0% | -$221.82万 | 清仓 |
| HOOD | ROBINHOOD MARKETS INC CL A | $0 | 0.00% | 0 | -19,567 | -100.0% | -$221.30万 | 清仓 |
| IRTC | IRHYTHM HOLDINGS INC | $0 | 0.00% | 0 | -12,348 | -100.0% | -$219.10万 | 清仓 |
| APP | APPLOVIN CORP CL A | $0 | 0.00% | 0 | -3,071 | -100.0% | -$206.93万 | 清仓 |
| NET | CLOUDFLARE INC CL A | $0 | 0.00% | 0 | -10,021 | -100.0% | -$197.56万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -6,575 | -100.0% | -$194.36万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GRP HOLDING LTD | $0 | 0.00% | 0 | -11,031 | -100.0% | -$158.73万 | 清仓 |
| SHOP | SHOPIFY INC CL A | $0 | 0.00% | 0 | -8,014 | -100.0% | -$129.00万 | 清仓 |
| WGS | GENEDX HLDGS CORP CA A NEW | $0 | 0.00% | 0 | -9,541 | -100.0% | -$124.09万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP | $0 | 0.00% | 0 | -14,858 | -100.0% | -$113.92万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GRP INC CL A | $0 | 0.00% | 0 | -17,633 | -100.0% | -$113.40万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -60,871 | -100.0% | -$112.00万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -36,904 | -100.0% | -$109.46万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -75,639 | -100.0% | -$99.84万 | 清仓 |
| IDXX | IDEXX LABORATORIES INC | $0 | 0.00% | 0 | -1,462 | -100.0% | -$98.91万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -4,030 | -100.0% | -$93.02万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -17,336 | -100.0% | -$91.76万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -10,169 | -100.0% | -$90.79万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -2,739 | -100.0% | -$88.26万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,978 | -100.0% | -$69.88万 | 清仓 |
| META | META PLATFORMS INC CLASS A | $0 | 0.00% | 0 | -996 | -100.0% | -$65.75万 | 清仓 |
| — | CYBER-ARK SOFTWARE LTD/ISRAEL | $0 | 0.00% | 0 | -901 | -100.0% | -$40.19万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,196 | -100.0% | -$34.00万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE CORP | $0 | 0.00% | 0 | -1,147 | -100.0% | -$33.98万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLUTIONS CORP | $0 | 0.00% | 0 | -5,614 | -100.0% | -$26.10万 | 清仓 |
| AAPL | APPLE INC | $20.86万 | 0.16% | 822 | 822 | — | $20.86万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK ETF MARKET ETF | $23.16万 | 0.17% | 722 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $23.31万 | 0.17% | 1,262 | -293 | -18.8% | -$5.41万 | 减仓 |
| VEA | VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $24.75万 | 0.19% | 3,863 | -105 | -2.6% | -$6,728 | 减仓 |
| RSPT | INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY | $24.96万 | 0.19% | 5,514 | -211 | -3.7% | -$9,550 | 减仓 |
| CMC | COMMERCIAL METALS CO | $25.85万 | 0.19% | 4,208 | 4,208 | — | $25.85万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $25.86万 | 0.19% | 592 | -23 | -3.7% | -$1.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $28.87万 | 0.22% | 780 | -178 | -18.6% | -$6.59万 | 减仓 |
| SRE | SEMPRA ENERGY | $33.14万 | 0.25% | 3,411 | -237 | -6.5% | -$2.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.15万 | 0.35% | 3,264 | -2 | -0.1% | -$289 | 减仓 |
| TJX | TJX COS INC NEW | $55.11万 | 0.41% | 3,451 | 154 | 4.7% | $2.46万 | 加仓 |
| GE | GE AEROSPACE NEW | $59.79万 | 0.45% | 2,107 | -4,060 | -65.8% | -$115.22万 | 减仓 |
| DY | DYCOM INDUSTRIES INC | $60.14万 | 0.45% | 1,775 | -1,993 | -52.9% | -$67.53万 | 减仓 |
| LMND | LEMONADE INC | $60.92万 | 0.46% | 9,719 | -4,461 | -31.5% | -$27.96万 | 减仓 |
| AER | AERCAP HLDGS NV | $61.22万 | 0.46% | 4,463 | 4,463 | — | $61.22万 | 新建仓 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS | $64.98万 | 0.49% | 9,216 | -2,514 | -21.4% | -$17.73万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $68.86万 | 0.52% | 5,256 | -20 | -0.4% | -$2,620 | 减仓 |
| CCJ | CAMECO CORP | $73.76万 | 0.55% | 6,791 | -1,229 | -15.3% | -$13.35万 | 减仓 |
| TD | TORONTO DOMINION BK NEW | $76.91万 | 0.58% | 8,242 | 8,242 | — | $76.91万 | 新建仓 |
| CM | CDN IMPERIAL BK COMMRC | $77.58万 | 0.58% | 8,188 | 1,473 | 21.9% | $13.96万 | 加仓 |
| FN | FABRINET | $80.99万 | 0.61% | 1,553 | -285 | -15.5% | -$14.86万 | 减仓 |
| ROST | ROSS STORES INC (CALIF) | $84.72万 | 0.64% | 3,911 | 3,911 | — | $84.72万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $86.24万 | 0.65% | 4,587 | 4,587 | — | $86.24万 | 新建仓 |
| PWR | QUANTA SVCS INC | $86.31万 | 0.65% | 1,572 | 1,572 | — | $86.31万 | 新建仓 |
| WMT | WALMART INC | $92.73万 | 0.70% | 7,461 | 262 | 3.6% | $3.26万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.25万 | 0.70% | 4,584 | -635 | -12.2% | -$12.92万 | 减仓 |
| DTM | DT MIDSTREAM INC | $94.55万 | 0.71% | 7,021 | 407 | 6.2% | $5.48万 | 加仓 |
| LBRT | LIBERTY ENERGY INC CLASS A | $101.77万 | 0.76% | 35,338 | 35,338 | — | $101.77万 | 新建仓 |
| WCC | WESCO INTERNATIONAL INC | $102.25万 | 0.77% | 3,737 | 3,737 | — | $102.25万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $106.34万 | 0.80% | 1,257 | 474 | 60.5% | $40.10万 | 加仓 |
| CMI | CUMMINS INC | $109.70万 | 0.82% | 2,039 | 644 | 46.2% | $34.65万 | 加仓 |
| C | CITIGROUP INC NEW | $115.05万 | 0.86% | 10,145 | 10,145 | — | $115.05万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $117.49万 | 0.88% | 10,498 | 10,498 | — | $117.49万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $118.49万 | 0.89% | 3,119 | 240 | 8.3% | $9.12万 | 加仓 |
| HXL | HEXCEL CORP NEW | $120.18万 | 0.90% | 14,850 | 14,850 | — | $120.18万 | 新建仓 |
| RBC | RBC BEARINGS INC | $122.15万 | 0.92% | 2,249 | 2,249 | — | $122.15万 | 新建仓 |
| WWD | WOODWARD INC | $126.70万 | 0.95% | 3,540 | 794 | 28.9% | $28.42万 | 加仓 |
| RL | RALPH LAUREN CORP CLASS A | $128.28万 | 0.96% | 3,729 | -371 | -9.0% | -$12.76万 | 减仓 |
| BAP | CREDICORP | $128.79万 | 0.97% | 3,797 | 2,793 | 278.2% | $94.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $128.97万 | 0.97% | 5,276 | 5,276 | — | $128.97万 | 新建仓 |
| APH | AMPHENOL CORP NEW CL A | $130.56万 | 0.98% | 10,333 | -5,941 | -36.5% | -$75.07万 | 减仓 |
| BG | BUNGE GLOBAL SA | $131.93万 | 0.99% | 10,372 | 10,372 | — | $131.93万 | 新建仓 |
| CAT | CATERPILLAR INC | $136.38万 | 1.02% | 1,925 | 920 | 91.5% | $65.18万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC CL A | $138.04万 | 1.03% | 5,509 | 5,509 | — | $138.04万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $141.23万 | 1.06% | 5,104 | 995 | 24.2% | $27.53万 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $142.46万 | 1.07% | 12,044 | 12,044 | — | $142.46万 | 新建仓 |
| DAN | DANA INC | $146.19万 | 1.10% | 43,444 | 43,444 | — | $146.19万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $147.20万 | 1.10% | 12,408 | 1,614 | 15.0% | $19.15万 | 加仓 |
| B | BARRICK MNG CORP | $152.69万 | 1.14% | 37,433 | 7,234 | 24.0% | $29.51万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $153.82万 | 1.15% | 64,278 | 5,520 | 9.4% | $13.21万 | 加仓 |
| NEM | NEWMONT CORP | $156.89万 | 1.18% | 14,493 | -13,473 | -48.2% | -$145.85万 | 减仓 |
| AEM | AGNICO EAGLE MINES LIMITED | $160.28万 | 1.20% | 7,896 | -6,979 | -46.9% | -$141.67万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $165.28万 | 1.24% | 6,746 | 868 | 14.8% | $21.27万 | 加仓 |
| AGI | ALAMOS GOLD INC NEW CLASS A | $167.84万 | 1.26% | 37,776 | 16,133 | 74.5% | $71.68万 | 加仓 |
| FSLY | FASTLY INC CL A | $170.33万 | 1.28% | 58,612 | 58,612 | — | $170.33万 | 新建仓 |
| ALB | ALBEMARLE CORP | $170.54万 | 1.28% | 9,499 | 7,393 | 351.0% | $132.73万 | 加仓 |
| COHR | COHERENT CORP | $173.11万 | 1.30% | 7,267 | 1,608 | 28.4% | $38.30万 | 加仓 |
| CASY | CASEYS GENL STORES INC | $178.55万 | 1.34% | 2,453 | 60 | 2.5% | $4.37万 | 加仓 |
| IAG | IAMGOLD CORPORATION | $183.31万 | 1.37% | 97,402 | 3,169 | 3.4% | $5.96万 | 加仓 |
| RTX | RTX CORP | $185.21万 | 1.39% | 9,602 | 1,200 | 14.3% | $23.15万 | 加仓 |
| LRCX | LAM RESH CORP NEW | $189.20万 | 1.42% | 8,855 | 921 | 11.6% | $19.68万 | 加仓 |
| TER | TERADYNE INCORPORATED | $189.41万 | 1.42% | 6,389 | 2,409 | 60.5% | $71.42万 | 加仓 |
| LLY | ELI LILLY & CO | $198.09万 | 1.49% | 2,154 | 114 | 5.6% | $10.48万 | 加仓 |
| NVDA | NVIDIA CORP | $207.92万 | 1.56% | 11,922 | 503 | 4.4% | $8.77万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $217.32万 | 1.63% | 42,570 | -131 | -0.3% | -$6,688 | 减仓 |
| GLW | CORNING INC | $223.47万 | 1.68% | 16,435 | 4,259 | 35.0% | $57.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $225.31万 | 1.69% | 6,669 | 670 | 11.2% | $22.64万 | 加仓 |
| BWXT | BWX TECHNOLOGIES CO | $227.23万 | 1.70% | 11,112 | 281 | 2.6% | $5.75万 | 加仓 |
| FTI | TECHNIPFMC PLC | $253.87万 | 1.90% | 36,724 | 18,215 | 98.4% | $125.92万 | 加仓 |
| BE | BLOOM ENERGY CORP CLASS A | $256.28万 | 1.92% | 18,915 | 3,036 | 19.1% | $41.13万 | 加仓 |