Legacy Edge Advisors, LLC
SYOSSET NY · SEC CIK 0002105396
$9.51亿2026Q1 申报市值
223持仓数
46.7%前十大占比 · 第一大 11.8%
16 / 8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
AVUV 加仓+$1,116.55万
VCIT 加仓+$983.94万
JPIE 加仓+$971.02万
VCSH 加仓+$752.04万
XLP 加仓+$632.47万
2026Q1 卖出最多 按季末市值估算
SPSM 减仓-$714.52万
IGV 减仓-$661.87万
QUAL 减仓-$250.18万
AGG 减仓-$231.71万
SCHD 减仓-$226.45万
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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,404 | -100.0% | -$48.15万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,140 | -100.0% | -$32.78万 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,018 | -100.0% | -$30.12万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,012 | -100.0% | -$28.72万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$25.17万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -3,222 | -100.0% | -$22.87万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -904 | -100.0% | -$20.78万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,323 | -100.0% | -$20.48万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NG | NOVAGOLD RESOURCES INC | $10.33万 | 0.01% | 11,500 | 11,500 | — | $10.33万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.06万 | 0.02% | 1,256 | 1,256 | — | $20.06万 | 新建仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $20.51万 | 0.02% | 2,732 | 2,732 | — | $20.51万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.54万 | 0.02% | 1,242 | -24 | -1.9% | -$3,968 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $21.29万 | 0.02% | 16,166 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $21.48万 | 0.02% | 13,500 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $21.89万 | 0.02% | 3,212 | -1,160 | -26.5% | -$7.90万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $22.09万 | 0.02% | 12,443 | 12,443 | — | $22.09万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.21万 | 0.02% | 3,054 | 3,054 | — | $22.21万 | 新建仓 |
| ESML | ISHARES TR | $22.26万 | 0.02% | 4,735 | 4,735 | — | $22.26万 | 新建仓 |
| ZTS | ZOETIS INC | $22.28万 | 0.02% | 1,885 | -74 | -3.8% | -$8,748 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $22.71万 | 0.02% | 6,271 | -159 | -2.5% | -$5,759 | 减仓 |
| ITOT | ISHARES TR | $23.02万 | 0.02% | 1,616 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $23.09万 | 0.02% | 2,709 | 73 | 2.8% | $6,222 | 加仓 |
| DGRO | ISHARES TR | $23.17万 | 0.02% | 3,301 | -1,450 | -30.5% | -$10.18万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $23.48万 | 0.02% | 2,045 | 234 | 12.9% | $2.69万 | 重新持有 |
| DFIS | DIMENSIONAL ETF TRUST | $23.55万 | 0.02% | 6,995 | 809 | 13.1% | $2.72万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $23.66万 | 0.02% | 7,181 | 318 | 4.6% | $1.05万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $24.05万 | 0.03% | 1,837 | -150 | -7.5% | -$1.96万 | 减仓 |
| SO | SOUTHERN CO | $24.41万 | 0.03% | 2,529 | -150 | -5.6% | -$1.45万 | 减仓 |
| GEV | GE VERNOVA INC | $24.44万 | 0.03% | 280 | 280 | — | $24.44万 | 新建仓 |
| EWJ | ISHARES INC | $24.65万 | 0.03% | 2,919 | -238 | -7.5% | -$2.01万 | 减仓 |
| MUNI | PIMCO ETF TR | $24.84万 | 0.03% | 4,760 | -14 | -0.3% | -$731 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.22万 | 0.03% | 738 | -122 | -14.2% | -$4.17万 | 减仓 |
| CRM | SALESFORCE INC | $25.29万 | 0.03% | 1,355 | -285 | -17.4% | -$5.32万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $25.45万 | 0.03% | 10,215 | 10,215 | — | $25.45万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.75万 | 0.03% | 1,951 | 1,951 | — | $25.75万 | 新建仓 |
| BOND | PIMCO ETF TR | $26.24万 | 0.03% | 2,843 | -535 | -15.8% | -$4.94万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.47万 | 0.03% | 388 | -25 | -6.1% | -$1.71万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $26.48万 | 0.03% | 4,594 | -199 | -4.2% | -$1.15万 | 减仓 |
| MTUM | ISHARES TR | $26.88万 | 0.03% | 1,120 | 208 | 22.8% | $4.99万 | 加仓 |
| — | ISHARES TR | $27.25万 | 0.03% | 6,259 | -117 | -1.8% | -$5,094 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.41万 | 0.03% | 1,131 | 77 | 7.3% | $1.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.55万 | 0.03% | 1,018 | -196 | -16.1% | -$5.30万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $27.97万 | 0.03% | 959 | -10 | -1.0% | -$2,917 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $28.20万 | 0.03% | 9,246 | 9,246 | — | $28.20万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $28.30万 | 0.03% | 12,186 | -1,967 | -13.9% | -$4.57万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.50万 | 0.03% | 5,678 | 24 | 0.4% | $1,205 | 加仓 |
| DIS | DISNEY WALT CO | $28.76万 | 0.03% | 2,984 | -2 | -0.1% | -$193 | 减仓 |
| IUSG | ISHARES TR | $29.21万 | 0.03% | 1,883 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $29.55万 | 0.03% | 1,085 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $30.18万 | 0.03% | 3,849 | -1,117 | -22.5% | -$8.76万 | 减仓 |
| INTC | INTEL CORP | $30.57万 | 0.03% | 6,928 | -917 | -11.7% | -$4.05万 | 减仓 |
| ESGU | ISHARES TR | $31.01万 | 0.03% | 2,193 | -1,604 | -42.2% | -$22.68万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $31.38万 | 0.03% | 3,056 | -38 | -1.2% | -$3,901 | 减仓 |
| IWX | ISHARES TR | $31.71万 | 0.03% | 3,422 | 574 | 20.2% | $5.32万 | 加仓 |
| BAC | BANK AMERICA CORP | $32.09万 | 0.03% | 6,583 | -248 | -3.6% | -$1.21万 | 减仓 |
| PFE | PFIZER INC | $32.68万 | 0.03% | 11,637 | -965 | -7.7% | -$2.71万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $32.74万 | 0.03% | 6,631 | -1,166 | -15.0% | -$5.76万 | 减仓 |
| CSX | CSX CORP | $33.25万 | 0.03% | 8,100 | -15 | -0.2% | -$616 | 减仓 |
| GE | GE AEROSPACE | $33.80万 | 0.04% | 1,191 | 327 | 37.8% | $9.28万 | 加仓 |
| BLK | BLACKROCK INC | $34.72万 | 0.04% | 361 | -5 | -1.4% | -$4,809 | 减仓 |
| ORCL | ORACLE CORP | $34.73万 | 0.04% | 2,361 | -130 | -5.2% | -$1.91万 | 减仓 |
| RTX | RTX CORPORATION | $35.65万 | 0.04% | 1,848 | -2 | -0.1% | -$386 | 减仓 |
| GOVT | ISHARES TR | $35.77万 | 0.04% | 15,614 | 15,614 | — | $35.77万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.18万 | 0.04% | 781 | -10 | -1.3% | -$4,632 | 减仓 |
| EFA | ISHARES TR | $36.21万 | 0.04% | 3,728 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $36.27万 | 0.04% | 843 | -129 | -13.3% | -$5.55万 | 减仓 |
| PAVE | GLOBAL X FDS | $36.46万 | 0.04% | 7,175 | -40 | -0.6% | -$2,032 | 减仓 |
| ADI | ANALOG DEVICES INC | $36.49万 | 0.04% | 1,147 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $37.59万 | 0.04% | 3,125 | 513 | 19.6% | $6.17万 | 加仓 |
| — | EXXON MOBIL CORP | $37.68万 | 0.04% | 2,221 | -108 | -4.6% | -$1.83万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $38.38万 | 0.04% | 8,260 | 464 | 6.0% | $2.16万 | 加仓 |
| MCK | MCKESSON CORP | $38.68万 | 0.04% | 447 | -2 | -0.4% | -$1,731 | 减仓 |
| IJR | ISHARES TR | $38.95万 | 0.04% | 3,133 | -30 | -0.9% | -$3,729 | 减仓 |
| BX | BLACKSTONE INC | $39.02万 | 0.04% | 3,393 | -383 | -10.1% | -$4.40万 | 减仓 |
| IJH | ISHARES TR | $39.26万 | 0.04% | 5,813 | -14 | -0.2% | -$945 | 减仓 |
| LOW | LOWES COS INC | $39.55万 | 0.04% | 1,674 | -80 | -4.6% | -$1.89万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $39.92万 | 0.04% | 2,320 | 30 | 1.3% | $5,162 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $40.29万 | 0.04% | 3,634 | 3,634 | — | $40.29万 | 新建仓 |
| MMM | 3M CO | $40.52万 | 0.04% | 2,790 | 1,027 | 58.3% | $14.92万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $40.64万 | 0.04% | 997 | -22 | -2.2% | -$8,969 | 减仓 |
| ICLN | ISHARES TR | $41.17万 | 0.04% | 22,511 | 1,903 | 9.2% | $3.48万 | 加仓 |
| ETR | ENTERGY CORP NEW | $41.69万 | 0.04% | 3,710 | -8 | -0.2% | -$899 | 减仓 |
| VXF | VANGUARD INDEX FDS | $42.64万 | 0.04% | 2,072 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $42.78万 | 0.04% | 2,645 | -74 | -2.7% | -$1.20万 | 减仓 |
| SHM | SPDR SERIES TRUST | $42.97万 | 0.05% | 8,984 | 328 | 3.8% | $1.57万 | 加仓 |
| TSLA | TESLA INC | $42.97万 | 0.05% | 1,156 | -6 | -0.5% | -$2,230 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.77万 | 0.05% | 541 | -18 | -3.2% | -$1.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $47.28万 | 0.05% | 2,285 | -16 | -0.7% | -$3,310 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $47.81万 | 0.05% | 7,151 | 1,224 | 20.7% | $8.18万 | 加仓 |
| EFV | ISHARES TR | $47.96万 | 0.05% | 6,450 | -624 | -8.8% | -$4.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.01万 | 0.05% | 3,324 | 124 | 3.9% | $1.79万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $48.20万 | 0.05% | 8,823 | -78 | -0.9% | -$4,261 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.71万 | 0.05% | 2,265 | -54 | -2.3% | -$1.16万 | 减仓 |
| QDF | FLEXSHARES TR | $48.92万 | 0.05% | 6,185 | -103 | -1.6% | -$8,146 | 减仓 |
| CSCO | CISCO SYS INC | $50.14万 | 0.05% | 6,462 | -312 | -4.6% | -$2.42万 | 减仓 |
| MS | MORGAN STANLEY | $50.42万 | 0.05% | 3,064 | -226 | -6.9% | -$3.72万 | 减仓 |
| AMGN | AMGEN INC | $51.79万 | 0.05% | 1,472 | -64 | -4.2% | -$2.25万 | 减仓 |