Williamson Legacy Group, LLC
CARMEL IN · SEC CIK 0002011965
$2.01亿2026Q2 申报市值
75持仓数
39.0%前十大占比 · 第一大 6.4%
25 / 31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
DOCN 新建仓+$510.21万
TXG 新建仓+$364.46万
LGN 新建仓+$351.72万
AMAT 新建仓+$340.68万
MKSI 新建仓+$246.55万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$848.33万
WDC 减仓-$337.05万
BWXT 清仓-$227.23万
STX 减仓-$226.01万
NVDA 清仓-$207.92万
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 |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES CO | $0 | 0.00% | 0 | -11,112 | -100.0% | -$227.23万 | 清仓 |
| NVDA | NVIDIA CORP | $0 | 0.00% | 0 | -11,922 | -100.0% | -$207.92万 | 清仓 |
| RTX | RTX CORP | $0 | 0.00% | 0 | -9,602 | -100.0% | -$185.21万 | 清仓 |
| IAG | IAMGOLD CORPORATION | $0 | 0.00% | 0 | -97,402 | -100.0% | -$183.31万 | 清仓 |
| AGI | ALAMOS GOLD INC NEW CLASS A | $0 | 0.00% | 0 | -37,776 | -100.0% | -$167.84万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -6,746 | -100.0% | -$165.28万 | 清仓 |
| AEM | AGNICO EAGLE MINES LIMITED | $0 | 0.00% | 0 | -7,896 | -100.0% | -$160.28万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -14,493 | -100.0% | -$156.89万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -64,278 | -100.0% | -$153.82万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -37,433 | -100.0% | -$152.69万 | 清仓 |
| DAN | DANA INC | $0 | 0.00% | 0 | -43,444 | -100.0% | -$146.19万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -5,104 | -100.0% | -$141.23万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -10,372 | -100.0% | -$131.93万 | 清仓 |
| APH | AMPHENOL CORP NEW CL A | $0 | 0.00% | 0 | -10,333 | -100.0% | -$130.56万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -3,540 | -100.0% | -$126.70万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -14,850 | -100.0% | -$120.18万 | 清仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $0 | 0.00% | 0 | -3,119 | -100.0% | -$118.49万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,498 | -100.0% | -$117.49万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -7,461 | -100.0% | -$92.73万 | 清仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $0 | 0.00% | 0 | -4,587 | -100.0% | -$86.24万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -1,553 | -100.0% | -$80.99万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -6,791 | -100.0% | -$73.76万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -5,256 | -100.0% | -$68.86万 | 清仓 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS | $0 | 0.00% | 0 | -9,216 | -100.0% | -$64.98万 | 清仓 |
| AER | AERCAP HLDGS NV | $0 | 0.00% | 0 | -4,463 | -100.0% | -$61.22万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -9,719 | -100.0% | -$60.92万 | 清仓 |
| GE | GE AEROSPACE NEW | $0 | 0.00% | 0 | -2,107 | -100.0% | -$59.79万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -3,451 | -100.0% | -$55.11万 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -4,208 | -100.0% | -$25.85万 | 清仓 |
| VEA | VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $0 | 0.00% | 0 | -3,863 | -100.0% | -$24.75万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -1,262 | -100.0% | -$23.31万 | 清仓 |
| UPS | UNITED PARCEL SERVICE-B | $20.77万 | 0.10% | 1,932 | 1,932 | — | $20.77万 | 新建仓 |
| GOOGL | ALPHABET INC VOTING CAP STK CL A | $22.01万 | 0.11% | 616 | 616 | — | $22.01万 | 新建仓 |
| VUG | VANGUARD MORNINGSTAR ETF GROWTH | $22.33万 | 0.11% | 2,592 | -960 | -27.0% | -$8.27万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) | $24.48万 | 0.12% | 940 | 940 | — | $24.48万 | 新建仓 |
| VTI | VANGUARD MORNINGSTAR ETF TOTAL STOCK MARKET | $24.68万 | 0.12% | 667 | -55 | -7.6% | -$2.04万 | 减仓 |
| AAPL | APPLE INC | $24.71万 | 0.12% | 854 | 32 | 3.9% | $9,260 | 加仓 |
| RSPT | INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY | $27.30万 | 0.14% | 4,232 | -1,282 | -23.2% | -$8.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $28.95万 | 0.14% | 776 | -4 | -0.5% | -$1,492 | 减仓 |
| SRE | SEMPRA ENERGY | $30.81万 | 0.15% | 3,323 | -88 | -2.6% | -$8,158 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.87万 | 0.24% | 3,264 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $50.52万 | 0.25% | 662 | 662 | — | $50.52万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP NEW | $50.62万 | 0.25% | 13,571 | 13,571 | — | $50.62万 | 新建仓 |
| FIVE | FIVE BELOW INC | $68.68万 | 0.34% | 3,820 | -11,170 | -74.5% | -$200.83万 | 减仓 |
| HAL | HALLIBURTON COMPANY | $79.00万 | 0.39% | 23,269 | 23,269 | — | $79.00万 | 新建仓 |
| ALB | ALBEMARLE CORP | $96.91万 | 0.48% | 7,177 | -2,322 | -24.4% | -$31.35万 | 减仓 |
| LBRT | LIBERTY ENERGY INC CLASS A | $102.15万 | 0.51% | 39,003 | 3,665 | 10.4% | $9.60万 | 加仓 |
| FSLY | FASTLY INC CL A | $102.56万 | 0.51% | 55,861 | -2,751 | -4.7% | -$5.05万 | 减仓 |
| KLAC | KLA CORP | $108.68万 | 0.54% | 3,602 | 3,602 | — | $108.68万 | 新建仓 |
| RL | RALPH LAUREN CORP CLASS A | $108.70万 | 0.54% | 2,708 | -1,021 | -27.4% | -$40.98万 | 减仓 |
| BIIB | BIOGEN INC | $110.82万 | 0.55% | 5,129 | 5,129 | — | $110.82万 | 新建仓 |
| LUNR | INTUITIVE MACH INC CL A | $113.43万 | 0.56% | 53,028 | 53,028 | — | $113.43万 | 新建仓 |
| CM | CDN IMPERIAL BK COMMRC | $118.37万 | 0.59% | 10,293 | 2,105 | 25.7% | $24.21万 | 加仓 |
| KEY | KEYCORP NEW | $118.65万 | 0.59% | 51,474 | 51,474 | — | $118.65万 | 新建仓 |
| SMTC | SEMTECH CORP | $120.16万 | 0.60% | 7,424 | 7,424 | — | $120.16万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $125.21万 | 0.62% | 1,238 | -19 | -1.5% | -$1.92万 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD | $126.02万 | 0.63% | 12,040 | 12,040 | — | $126.02万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $130.44万 | 0.65% | 5,136 | -140 | -2.7% | -$3.56万 | 减仓 |
| PWR | QUANTA SVCS INC | $149.34万 | 0.74% | 2,074 | 502 | 31.9% | $36.15万 | 加仓 |
| WCC | WESCO INTERNATIONAL INC | $150.82万 | 0.75% | 4,366 | 629 | 16.8% | $21.73万 | 加仓 |
| ROST | ROSS STORES INC (CALIF) | $151.02万 | 0.75% | 7,095 | 3,184 | 81.4% | $67.77万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $153.10万 | 0.76% | 6,672 | 6,672 | — | $153.10万 | 新建仓 |
| RBC | RBC BEARINGS INC | $153.93万 | 0.76% | 2,390 | 141 | 6.3% | $9.08万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $158.64万 | 0.79% | 4,652 | 4,652 | — | $158.64万 | 新建仓 |
| BAP | CREDICORP | $176.41万 | 0.88% | 4,528 | 731 | 19.3% | $28.48万 | 加仓 |
| DTM | DT MIDSTREAM INC | $183.70万 | 0.91% | 12,519 | 5,498 | 78.3% | $80.68万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $183.90万 | 0.91% | 12,717 | 309 | 2.5% | $4.47万 | 加仓 |
| DY | DYCOM INDUSTRIES INC | $187.88万 | 0.93% | 3,716 | 1,941 | 109.4% | $98.13万 | 加仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | $189.96万 | 0.94% | 4,994 | 4,994 | — | $189.96万 | 新建仓 |
| TD | TORONTO DOMINION BK NEW | $191.63万 | 0.95% | 15,781 | 7,539 | 91.5% | $91.55万 | 加仓 |
| GH | GUARDANT HEALTH INC | $196.43万 | 0.98% | 13,093 | 13,093 | — | $196.43万 | 新建仓 |
| HUT | HUT 8 CORP | $203.70万 | 1.01% | 17,645 | 17,645 | — | $203.70万 | 新建仓 |
| TKR | TIMKEN COMPANY | $205.22万 | 1.02% | 14,122 | 14,122 | — | $205.22万 | 新建仓 |
| ATI | ATI INC | $218.33万 | 1.08% | 11,077 | 11,077 | — | $218.33万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $220.11万 | 1.09% | 5,816 | 5,816 | — | $220.11万 | 新建仓 |
| LLY | ELI LILLY & CO | $228.55万 | 1.13% | 1,905 | -249 | -11.6% | -$29.87万 | 减仓 |
| CASY | CASEYS GENL STORES INC | $228.82万 | 1.14% | 2,879 | 426 | 17.4% | $33.86万 | 加仓 |
| C | CITIGROUP INC NEW | $239.24万 | 1.19% | 17,093 | 6,948 | 68.5% | $97.25万 | 加仓 |
| MKSI | MKS INC | $246.55万 | 1.22% | 5,543 | 5,543 | — | $246.55万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $296.91万 | 1.47% | 44,783 | 8,059 | 21.9% | $53.43万 | 加仓 |
| TPR | TAPESTRY INC | $303.27万 | 1.51% | 20,718 | 868 | 4.4% | $12.71万 | 加仓 |
| CMI | CUMMINS INC | $304.76万 | 1.51% | 4,273 | 2,234 | 109.6% | $159.33万 | 加仓 |
| NXT | NEXTPOWER INC CL A | $309.11万 | 1.53% | 25,945 | 505 | 2.0% | $6.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $321.71万 | 1.60% | 5,538 | 954 | 20.8% | $55.42万 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $340.41万 | 1.69% | 20,070 | 8,026 | 66.6% | $136.13万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $340.68万 | 1.69% | 4,712 | 4,712 | — | $340.68万 | 新建仓 |
| LGN | LEGENCE CORP CL A | $351.72万 | 1.75% | 41,267 | 41,267 | — | $351.72万 | 新建仓 |
| TXG | 10X GENOMICS INC CL A | $364.46万 | 1.81% | 95,060 | 95,060 | — | $364.46万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $367.69万 | 1.83% | 13,676 | 923 | 7.2% | $24.82万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $372.48万 | 1.85% | 63,738 | 21,168 | 49.7% | $123.71万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC CL A | $374.20万 | 1.86% | 11,176 | 5,667 | 102.9% | $189.74万 | 加仓 |
| CAT | CATERPILLAR INC | $405.20万 | 2.01% | 3,805 | 1,880 | 97.7% | $200.20万 | 加仓 |
| COHR | COHERENT CORP | $419.72万 | 2.08% | 10,640 | 3,373 | 46.4% | $133.05万 | 加仓 |
| GEV | GE VERNOVA LLC | $457.61万 | 2.27% | 3,895 | 19 | 0.5% | $2.23万 | 加仓 |
| MTZ | MASTEC INC | $460.99万 | 2.29% | 11,080 | 972 | 9.6% | $40.44万 | 加仓 |
| TER | TERADYNE INCORPORATED | $475.62万 | 2.36% | 9,830 | 3,441 | 53.9% | $166.49万 | 加仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $510.21万 | 2.53% | 32,491 | 32,491 | — | $510.21万 | 新建仓 |
| LRCX | LAM RESH CORP NEW | $533.13万 | 2.65% | 12,303 | 3,448 | 38.9% | $149.41万 | 加仓 |
| GLW | CORNING INC | $539.58万 | 2.68% | 21,124 | 4,689 | 28.5% | $119.77万 | 加仓 |
| BE | BLOOM ENERGY CORP CLASS A | $621.50万 | 3.09% | 20,532 | 1,617 | 8.5% | $48.95万 | 加仓 |