Legacy Advisory Services, LLC
Exton PA · SEC CIK 0002068847
$1.42亿2026Q2 申报市值
54持仓数
77.2%前十大占比 · 第一大 16.3%
6 / 3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
USMV 加仓+$111.59万
QUAL 加仓+$53.98万
IOO 加仓+$53.08万
MSFT 加仓+$40.00万
CRWD 新建仓+$29.00万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$213.40万
SGOV 减仓-$73.89万
TMUS 清仓-$50.76万
IVV 减仓-$36.25万
SLGN 清仓-$34.76万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $2,310.28万 | 16.26% | 209,359 | -19,338 | -8.5% | -$213.40万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,130.62万 | 15.00% | 242,446 | 2,920 | 1.2% | $25.66万 | 加仓 |
| SGOV | ISHARES TR | $1,589.16万 | 11.19% | 157,858 | -7,340 | -4.4% | -$73.89万 | 减仓 |
| USMV | ISHARES TR | $1,177.93万 | 8.29% | 122,116 | 11,569 | 10.5% | $111.59万 | 加仓 |
| QUAL | ISHARES TR | $1,035.15万 | 7.29% | 47,174 | 2,460 | 5.5% | $53.98万 | 加仓 |
| IWX | ISHARES TR | $668.32万 | 4.70% | 63,553 | 662 | 1.1% | $6.96万 | 加仓 |
| IVV | ISHARES TR | $611.29万 | 4.30% | 8,162 | -484 | -5.6% | -$36.25万 | 减仓 |
| IWM | ISHARES TR | $515.24万 | 3.63% | 17,149 | -95 | -0.6% | -$2.85万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $468.10万 | 3.30% | 68,828 | 591 | 0.9% | $4.02万 | 加仓 |
| IQLT | ISHARES TR | $459.47万 | 3.23% | 92,729 | 3,521 | 3.9% | $17.45万 | 加仓 |
| IOO | ISHARES TR | $325.79万 | 2.29% | 23,850 | 3,886 | 19.5% | $53.08万 | 加仓 |
| IWL | ISHARES TR | $283.36万 | 1.99% | 15,321 | 695 | 4.8% | $12.85万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $273.20万 | 1.92% | 15,055 | 1,190 | 8.6% | $21.59万 | 加仓 |
| AOR | ISHARES TR | $239.64万 | 1.69% | 34,481 | 263 | 0.8% | $1.83万 | 加仓 |
| MGC | VANGUARD WORLD FD | $232.47万 | 1.64% | 8,495 | -1 | -0.0% | -$274 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $180.05万 | 1.27% | 80,200 | -300 | -0.4% | -$6,735 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $157.16万 | 1.11% | 20,767 | -2,082 | -9.1% | -$15.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $82.01万 | 0.58% | 2,198 | 1,072 | 95.2% | $40.00万 | 加仓 |
| MGK | VANGUARD WORLD FD | $76.02万 | 0.54% | 8,647 | 237 | 2.8% | $2.08万 | 加仓 |
| SMMD | ISHARES TR | $71.96万 | 0.51% | 7,853 | 270 | 3.6% | $2.47万 | 加仓 |
| CROX | CROCS INC | $71.42万 | 0.50% | 5,920 | 67 | 1.1% | $8,083 | 加仓 |
| AVGO | BROADCOM INC | $69.33万 | 0.49% | 1,835 | 8 | 0.4% | $3,022 | 加仓 |
| NVDA | NVIDIA CORPORATION | $63.28万 | 0.45% | 3,162 | 72 | 2.3% | $1.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.62万 | 0.42% | 798 | 126 | 18.8% | $9.41万 | 加仓 |
| SHOP | SHOPIFY INC | $57.81万 | 0.41% | 5,063 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $55.93万 | 0.39% | 4,333 | 46 | 1.1% | $5,938 | 加仓 |
| WMT | WALMART INC | $55.19万 | 0.39% | 4,873 | 192 | 4.1% | $2.17万 | 加仓 |
| AAPL | APPLE INC | $53.06万 | 0.37% | 1,833 | -31 | -1.7% | -$8,973 | 减仓 |
| MRK | MERCK & CO INC | $52.65万 | 0.37% | 4,097 | -259 | -5.9% | -$3.33万 | 减仓 |
| ETN | EATON CORP PLC | $52.07万 | 0.37% | 1,222 | -20 | -1.6% | -$8,522 | 减仓 |
| AN | AUTONATION INC | $45.56万 | 0.32% | 2,452 | 28 | 1.2% | $5,202 | 加仓 |
| UNP | UNION PAC CORP | $41.86万 | 0.29% | 1,539 | -144 | -8.6% | -$3.92万 | 减仓 |
| DIS | DISNEY WALT CO | $39.51万 | 0.28% | 4,104 | -95 | -2.3% | -$9,145 | 减仓 |
| MDT | MEDTRONIC PLC | $39.23万 | 0.28% | 5,014 | -351 | -6.5% | -$2.75万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $37.74万 | 0.27% | 3,656 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $37.39万 | 0.26% | 1,009 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $35.51万 | 0.25% | 11,197 | 1,039 | 10.2% | $3.29万 | 加仓 |
| ARTY | ISHARES TR | $34.31万 | 0.24% | 4,505 | -1 | -0.0% | -$76 | 减仓 |
| VST | VISTRA CORP | $31.63万 | 0.22% | 1,994 | -187 | -8.6% | -$2.97万 | 减仓 |
| RKLB | ROCKET LAB CORP | $30.50万 | 0.21% | 3,000 | -100 | -3.2% | -$1.02万 | 重新持有 |
| SPTM | SPDR SERIES TRUST | $30.28万 | 0.21% | 3,334 | -215 | -6.1% | -$1.95万 | 减仓 |
| ORCL | ORACLE CORP | $29.49万 | 0.21% | 2,012 | -165 | -7.6% | -$2.42万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.03万 | 0.20% | 7,897 | -764 | -8.8% | -$2.81万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.00万 | 0.20% | 380 | 380 | — | $29.00万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $28.62万 | 0.20% | 1,502 | 0 | 0.0% | — | 重新持有 |
| CAT | CATERPILLAR INC | $26.62万 | 0.19% | 250 | 250 | — | $26.62万 | 新建仓 |
| GLW | CORNING INC | $25.70万 | 0.18% | 1,006 | 1,006 | — | $25.70万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $23.89万 | 0.17% | 324 | 324 | — | $23.89万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $23.42万 | 0.16% | 23,748 | -6,280 | -20.9% | -$6.19万 | 减仓 |
| LLY | ELI LILLY & CO | $23.20万 | 0.16% | 193 | 193 | — | $23.20万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $23.05万 | 0.16% | 1,383 | 8 | 0.6% | $1,333 | 加仓 |
| PLD | PROLOGIS INC. | $21.91万 | 0.15% | 1,617 | -24 | -1.5% | -$3,252 | 减仓 |
| ATR | APTARGROUP INC | $20.50万 | 0.14% | 1,637 | 1,637 | — | $20.50万 | 新建仓 |
| BOND | PIMCO ETF TR | $20.29万 | 0.14% | 2,200 | -1,693 | -43.5% | -$15.62万 | 减仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -2,417 | -100.0% | -$50.76万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -8,960 | -100.0% | -$34.76万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,035 | -100.0% | -$32.32万 | 清仓 |