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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | $630.79万 | 0.66% | 57,507 | 212 | 0.4% | $2.33万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $650.63万 | 0.68% | 151,441 | -12,639 | -7.7% | -$54.30万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $778.32万 | 0.82% | 98,185 | 94,870 | 2,861.8% | $752.04万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $786.13万 | 0.83% | 255,404 | 9,926 | 4.0% | $30.55万 | 加仓 |
| IWS | ISHARES TR | $821.94万 | 0.86% | 56,398 | -1,159 | -2.0% | -$16.89万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $857.48万 | 0.90% | 104,596 | 77,149 | 281.1% | $632.47万 | 加仓 |
| IVV | ISHARES TR | $934.03万 | 0.98% | 14,299 | -793 | -5.3% | -$51.80万 | 减仓 |
| IWP | ISHARES TR | $1,001.90万 | 1.05% | 78,200 | 12 | 0.0% | $1,537 | 加仓 |
| AAPL | APPLE INC | $1,013.21万 | 1.07% | 39,923 | -964 | -2.4% | -$24.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,066.51万 | 1.12% | 16,399 | -853 | -4.9% | -$55.47万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,159.87万 | 1.22% | 104,994 | 101,073 | 2,577.7% | $1,116.55万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,230.75万 | 1.29% | 246,692 | -2,012 | -0.8% | -$10.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,260.96万 | 1.33% | 34,064 | 576 | 1.7% | $21.32万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,297.71万 | 1.36% | 207,037 | 24,031 | 13.1% | $150.63万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,379.74万 | 1.45% | 243,427 | -15,684 | -6.1% | -$88.90万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,464.10万 | 1.54% | 303,000 | -147,872 | -32.8% | -$714.52万 | 减仓 |
| SOXX | ISHARES TR | $1,525.45万 | 1.60% | 46,414 | -4,446 | -8.7% | -$146.12万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,566.92万 | 1.65% | 95,789 | 1,497 | 1.6% | $24.49万 | 加仓 |
| IYJ | ISHARES TR | $1,627.45万 | 1.71% | 110,306 | 6,270 | 6.0% | $92.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,827.21万 | 1.92% | 93,130 | -6,602 | -6.6% | -$129.53万 | 减仓 |
| NYF | ISHARES TR | $1,863.30万 | 1.96% | 350,771 | 56,800 | 19.3% | $301.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,925.21万 | 2.02% | 627,512 | -73,809 | -10.5% | -$226.45万 | 减仓 |
| QUAL | ISHARES TR | $1,934.35万 | 2.03% | 100,847 | -13,043 | -11.5% | -$250.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,046.68万 | 2.15% | 46,857 | 135 | 0.3% | $5.90万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,047.33万 | 2.15% | 444,395 | 210,771 | 90.2% | $971.02万 | 加仓 |
| SUB | ISHARES TR | $2,086.91万 | 2.19% | 195,954 | 7,309 | 3.9% | $77.84万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $2,307.20万 | 2.43% | 1,214,315 | 91,086 | 8.1% | $173.06万 | 加仓 |
| IWF | ISHARES TR | $2,556.57万 | 2.69% | 59,957 | -1,102 | -1.8% | -$46.99万 | 减仓 |
| MUB | ISHARES TR | $2,773.34万 | 2.92% | 261,266 | 23,749 | 10.0% | $252.10万 | 加仓 |
| IWR | ISHARES TR | $3,590.19万 | 3.77% | 369,247 | 38,250 | 11.6% | $371.90万 | 加仓 |
| EMXC | ISHARES INC | $3,910.03万 | 4.11% | 497,080 | 25,477 | 5.4% | $200.40万 | 加仓 |
| IWD | ISHARES TR | $4,738.41万 | 4.98% | 221,763 | -5,877 | -2.6% | -$125.57万 | 减仓 |
| IEFA | ISHARES TR | $9,113.87万 | 9.58% | 1,006,724 | 39,832 | 4.1% | $360.60万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.13亿 | 11.84% | 1,360,788 | 118,905 | 9.6% | $983.94万 | 加仓 |