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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $51.81万 | 0.05% | 5,877 | -1,292 | -18.0% | -$11.39万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $52.50万 | 0.06% | 13,024 | 13,024 | — | $52.50万 | 新建仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $52.90万 | 0.06% | 11,543 | 11,543 | — | $52.90万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $53.54万 | 0.06% | 598 | -1 | -0.2% | -$895 | 减仓 |
| — | HONEYWELL INTL INC | $53.57万 | 0.06% | 2,370 | -114 | -4.6% | -$2.58万 | 减仓 |
| TXN | TEXAS INSTRS INC | $53.78万 | 0.06% | 2,770 | -55 | -1.9% | -$1.07万 | 减仓 |
| LQD | ISHARES TR | $54.04万 | 0.06% | 4,958 | 1,213 | 32.4% | $13.22万 | 加仓 |
| RIO | RIO TINTO PLC | $54.23万 | 0.06% | 5,813 | -13 | -0.2% | -$1,213 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.52万 | 0.06% | 3,681 | 410 | 12.5% | $6.07万 | 加仓 |
| TLH | ISHARES TR | $54.58万 | 0.06% | 5,419 | 609 | 12.7% | $6.13万 | 加仓 |
| PEP | PEPSICO INC | $54.68万 | 0.06% | 3,521 | -22 | -0.6% | -$3,417 | 减仓 |
| WMT | WALMART INC | $56.50万 | 0.06% | 4,546 | -224 | -4.7% | -$2.78万 | 减仓 |
| EFG | ISHARES TR | $58.67万 | 0.06% | 5,268 | 1,903 | 56.6% | $21.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $59.02万 | 0.06% | 1,975 | -806 | -29.0% | -$24.09万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $59.13万 | 0.06% | 10,163 | -2,993 | -22.8% | -$17.41万 | 减仓 |
| QCOM | QUALCOMM INC | $59.73万 | 0.06% | 4,638 | 276 | 6.3% | $3.55万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $59.78万 | 0.06% | 7,781 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $63.51万 | 0.07% | 28,840 | 8,980 | 45.2% | $19.77万 | 加仓 |
| CAT | CATERPILLAR INC | $63.83万 | 0.07% | 901 | -17 | -1.9% | -$1.20万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $64.62万 | 0.07% | 26,216 | -841 | -3.1% | -$2.07万 | 减仓 |
| KO | COCA COLA CO | $65.61万 | 0.07% | 8,627 | -46 | -0.5% | -$3,498 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $65.98万 | 0.07% | 27,142 | 1,741 | 6.9% | $4.23万 | 加仓 |
| IVE | ISHARES TR | $66.01万 | 0.07% | 3,126 | -603 | -16.2% | -$12.73万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.76万 | 0.07% | 11,404 | -1,837 | -13.9% | -$10.75万 | 减仓 |
| IGV | ISHARES TR | $68.11万 | 0.07% | 8,508 | -82,682 | -90.7% | -$661.87万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $69.12万 | 0.07% | 6,702 | 800 | 13.6% | $8.25万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $69.59万 | 0.07% | 13,971 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $69.85万 | 0.07% | 6,175 | -44 | -0.7% | -$4,977 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $73.24万 | 0.08% | 1,490 | -91 | -5.8% | -$4.47万 | 减仓 |
| IBB | ISHARES TR | $77.51万 | 0.08% | 4,591 | -114 | -2.4% | -$1.92万 | 减仓 |
| MBB | ISHARES TR | $79.74万 | 0.08% | 8,398 | -9,318 | -52.6% | -$88.47万 | 减仓 |
| LLY | ELI LILLY & CO | $82.23万 | 0.09% | 894 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $85.92万 | 0.09% | 21,404 | -3,027 | -12.4% | -$12.15万 | 减仓 |
| SGOV | ISHARES TR | $86.26万 | 0.09% | 8,569 | -1,016 | -10.6% | -$10.23万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $97.29万 | 0.10% | 33,400 | -1,887 | -5.3% | -$5.50万 | 减仓 |
| VGT | VANGUARD WORLD FD | $97.82万 | 0.10% | 1,402 | 46 | 3.4% | $3.21万 | 加仓 |
| HD | HOME DEPOT INC | $101.80万 | 0.11% | 3,095 | -52 | -1.7% | -$1.71万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $102.02万 | 0.11% | 21,749 | 427 | 2.0% | $2.00万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $102.14万 | 0.11% | 10,432 | 188 | 1.8% | $1.84万 | 加仓 |
| SUSA | ISHARES TR | $105.73万 | 0.11% | 8,004 | 848 | 11.9% | $11.20万 | 加仓 |
| NFLX | NETFLIX INC. | $106.94万 | 0.11% | 11,122 | 223 | 2.0% | $2.14万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $108.36万 | 0.11% | 4,988 | -2,028 | -28.9% | -$44.06万 | 减仓 |
| NUSC | NUSHARES ETF TR | $114.26万 | 0.12% | 25,358 | 4,827 | 23.5% | $21.75万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $115.22万 | 0.12% | 3,812 | -43 | -1.1% | -$1.30万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $116.11万 | 0.12% | 19,606 | 6,239 | 46.7% | $36.95万 | 加仓 |
| ABBV | ABBVIE INC | $117.28万 | 0.12% | 5,392 | -146 | -2.6% | -$3.18万 | 减仓 |
| SUSB | ISHARES TR | $119.88万 | 0.13% | 47,827 | 8,685 | 22.2% | $21.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $121.74万 | 0.13% | 5,698 | -327 | -5.4% | -$6.99万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $126.01万 | 0.13% | 37,638 | -1,893 | -4.8% | -$6.34万 | 减仓 |
| IWY | ISHARES TR | $126.91万 | 0.13% | 5,100 | -150 | -2.9% | -$3.73万 | 减仓 |
| V | VISA INC | $127.45万 | 0.13% | 4,217 | -71 | -1.7% | -$2.15万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $133.18万 | 0.14% | 5,175 | -101 | -1.9% | -$2.60万 | 减仓 |
| META | META PLATFORMS INC | $133.88万 | 0.14% | 2,340 | -30 | -1.3% | -$1.72万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $135.13万 | 0.14% | 23,883 | 2,493 | 11.7% | $14.11万 | 加仓 |
| IGM | ISHARES TR | $137.76万 | 0.14% | 11,624 | -300 | -2.5% | -$3.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $141.05万 | 0.15% | 2,823 | -52 | -1.8% | -$2.60万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $146.52万 | 0.15% | 32,096 | -517 | -1.6% | -$2.36万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $148.07万 | 0.16% | 8,035 | -2,529 | -23.9% | -$46.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $148.35万 | 0.16% | 6,069 | -63 | -1.0% | -$1.54万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $155.60万 | 0.16% | 20,329 | 2,555 | 14.4% | $19.56万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $159.63万 | 0.17% | 30,739 | 1,738 | 6.0% | $9.03万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $161.20万 | 0.17% | 47,735 | 4,878 | 11.4% | $16.47万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $166.96万 | 0.18% | 17,811 | -30 | -0.2% | -$2,812 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $167.86万 | 0.18% | 33,578 | -181 | -0.5% | -$9,048 | 减仓 |
| IWB | ISHARES TR | $169.83万 | 0.18% | 4,763 | -329 | -6.5% | -$11.73万 | 减仓 |
| IUSB | ISHARES TR | $171.24万 | 0.18% | 37,073 | 5,577 | 17.7% | $25.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $175.36万 | 0.18% | 3,038 | 43 | 1.4% | $2.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $176.34万 | 0.19% | 13,269 | 2,739 | 26.0% | $36.40万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $177.09万 | 0.19% | 5,855 | -42 | -0.7% | -$1.27万 | 减仓 |
| ESGE | ISHARES INC | $177.11万 | 0.19% | 38,950 | 4,090 | 11.7% | $18.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $186.71万 | 0.20% | 5,820 | -182 | -3.0% | -$5.84万 | 减仓 |
| IWN | ISHARES TR | $187.01万 | 0.20% | 9,864 | -27 | -0.3% | -$5,119 | 减仓 |
| GOOG | ALPHABET INC | $193.12万 | 0.20% | 6,732 | -84 | -1.2% | -$2.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $200.03万 | 0.21% | 2,007 | -8 | -0.4% | -$7,973 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $203.67万 | 0.21% | 37,681 | -204 | -0.5% | -$1.10万 | 减仓 |
| NULG | NUSHARES ETF TR | $217.06万 | 0.23% | 23,868 | 1,863 | 8.5% | $16.94万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $219.09万 | 0.23% | 25,922 | 4,588 | 21.5% | $38.78万 | 加仓 |
| AGG | ISHARES TR | $223.85万 | 0.24% | 22,550 | -23,341 | -50.9% | -$231.71万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $238.69万 | 0.25% | 50,698 | 50,698 | — | $238.69万 | 新建仓 |
| IWO | ISHARES TR | $238.94万 | 0.25% | 7,614 | -174 | -2.2% | -$5.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $254.84万 | 0.27% | 5,318 | -20 | -0.4% | -$9,584 | 减仓 |
| VB | VANGUARD INDEX FDS | $260.32万 | 0.27% | 9,939 | 170 | 1.7% | $4.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $261.60万 | 0.27% | 8,893 | -58 | -0.6% | -$1.71万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $265.20万 | 0.28% | 32,899 | 5,245 | 19.0% | $42.28万 | 加仓 |
| AVGO | BROADCOM INC | $268.78万 | 0.28% | 8,684 | -145 | -1.6% | -$4.49万 | 减仓 |
| NULV | NUSHARES ETF TR | $325.06万 | 0.34% | 71,441 | 3,350 | 4.9% | $15.24万 | 加仓 |
| IWM | ISHARES TR | $328.30万 | 0.35% | 13,238 | -93 | -0.7% | -$2.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $338.64万 | 0.36% | 52,846 | -7,468 | -12.4% | -$47.85万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $347.71万 | 0.37% | 45,908 | 7,063 | 18.2% | $53.50万 | 加仓 |
| AMZN | AMAZON COM INC | $395.19万 | 0.42% | 18,975 | -26 | -0.1% | -$5,415 | 减仓 |
| ESGD | ISHARES TR | $403.64万 | 0.42% | 42,213 | 3,902 | 10.2% | $37.31万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $435.96万 | 0.46% | 37,204 | 11,384 | 44.1% | $133.40万 | 加仓 |
| GOOGL | ALPHABET INC | $462.74万 | 0.49% | 16,092 | -196 | -1.2% | -$5.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $464.33万 | 0.49% | 7,771 | -189 | -2.4% | -$11.29万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $482.78万 | 0.51% | 102,068 | 13,043 | 14.7% | $61.69万 | 加仓 |
| SUSC | ISHARES TR | $506.38万 | 0.53% | 218,857 | 47,246 | 27.5% | $109.32万 | 加仓 |
| IEMG | ISHARES INC | $513.13万 | 0.54% | 73,567 | 4,709 | 6.8% | $32.85万 | 加仓 |
| VO | VANGUARD INDEX FDS | $528.55万 | 0.56% | 18,405 | -47 | -0.3% | -$1.35万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $592.45万 | 0.62% | 74,484 | 74,484 | — | $592.45万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $605.41万 | 0.64% | 34,714 | 687 | 2.0% | $11.98万 | 加仓 |