Legacy Edge Advisors, LLC
SYOSSET NY · SEC CIK 0002105396
$10.89亿2026Q2 申报市值
239持仓数
45.0%前十大占比 · 第一大 10.4%
22 / 9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
JPIE 加仓+$890.39万
VCSH 加仓+$713.81万
JTEK 加仓+$282.17万
MUB 加仓+$222.42万
IEMG 加仓+$208.33万
2026Q2 卖出最多 按季末市值估算
EMXC 减仓-$524.53万
SOXX 减仓-$478.46万
IWD 减仓-$354.34万
CIBR 减仓-$85.17万
VTEB 减仓-$58.71万
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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $379.36万 | 0.35% | 80,818 | 30,120 | 59.4% | $141.38万 | 加仓 |
| IWM | ISHARES TR | $405.55万 | 0.37% | 13,498 | 260 | 2.0% | $7.81万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $415.14万 | 0.38% | 50,326 | 4,418 | 9.6% | $36.44万 | 加仓 |
| ESGD | ISHARES TR | $438.26万 | 0.40% | 42,628 | 415 | 1.0% | $4.27万 | 加仓 |
| AMZN | AMAZON COM INC | $449.03万 | 0.41% | 18,840 | -135 | -0.7% | -$3.22万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $528.40万 | 0.49% | 7,694 | -77 | -1.0% | -$5.29万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $533.49万 | 0.49% | 39,600 | 2,396 | 6.4% | $32.28万 | 加仓 |
| SUSC | ISHARES TR | $545.27万 | 0.50% | 235,522 | 16,665 | 7.6% | $38.58万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $562.10万 | 0.52% | 119,228 | 17,160 | 16.8% | $80.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $592.25万 | 0.54% | 73,508 | -112 | -0.2% | -$9,024 | 减仓 |
| GOOGL | ALPHABET INC | $647.23万 | 0.59% | 18,111 | 2,019 | 12.5% | $72.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $678.50万 | 0.62% | 33,910 | -804 | -2.3% | -$16.09万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $723.34万 | 0.66% | 56,595 | -912 | -1.6% | -$11.66万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $737.27万 | 0.68% | 165,940 | 14,499 | 9.6% | $64.42万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $784.61万 | 0.72% | 254,331 | -1,073 | -0.4% | -$3.31万 | 减仓 |
| IEMG | ISHARES INC | $817.76万 | 0.75% | 98,715 | 25,148 | 34.2% | $208.33万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $905.70万 | 0.83% | 109,029 | 4,433 | 4.2% | $36.82万 | 加仓 |
| IWS | ISHARES TR | $918.42万 | 0.84% | 55,797 | -601 | -1.1% | -$9.89万 | 减仓 |
| IVV | ISHARES TR | $1,111.38万 | 1.02% | 14,840 | 541 | 3.8% | $40.52万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,113.05万 | 1.02% | 99,779 | 25,295 | 34.0% | $282.17万 | 加仓 |
| IWP | ISHARES TR | $1,136.10万 | 1.04% | 77,597 | -603 | -0.8% | -$8.83万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,189.06万 | 1.09% | 235,085 | -11,607 | -4.7% | -$58.71万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,246.01万 | 1.14% | 16,685 | 286 | 1.7% | $21.36万 | 加仓 |
| AAPL | APPLE INC | $1,254.39万 | 1.15% | 43,351 | 3,428 | 8.6% | $99.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,269.32万 | 1.17% | 34,028 | -36 | -0.1% | -$1.34万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,375.77万 | 1.26% | 110,273 | 5,279 | 5.0% | $65.86万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,482.64万 | 1.36% | 262,507 | 19,080 | 7.8% | $107.76万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,489.77万 | 1.37% | 188,507 | 90,322 | 92.0% | $713.81万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,761.55万 | 1.62% | 305,454 | 2,454 | 0.8% | $14.15万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,775.06万 | 1.63% | 197,558 | -9,479 | -4.6% | -$85.17万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,818.14万 | 1.67% | 94,818 | -971 | -1.0% | -$18.62万 | 减仓 |
| IYJ | ISHARES TR | $1,893.71万 | 1.74% | 113,634 | 3,328 | 3.0% | $55.46万 | 加仓 |
| NYF | ISHARES TR | $1,974.72万 | 1.81% | 366,334 | 15,563 | 4.4% | $83.89万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,982.80万 | 1.82% | 90,983 | -2,147 | -2.3% | -$46.79万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,006.60万 | 1.84% | 632,796 | 5,284 | 0.8% | $16.76万 | 加仓 |
| SUB | ISHARES TR | $2,118.87万 | 1.95% | 199,011 | 3,057 | 1.6% | $32.55万 | 加仓 |
| QUAL | ISHARES TR | $2,211.92万 | 2.03% | 100,803 | -44 | -0.0% | -$9,655 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,401.01万 | 2.21% | 278,734 | -2,408 | -0.9% | -$20.74万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $2,432.65万 | 2.23% | 1,261,093 | 46,778 | 3.9% | $90.23万 | 加仓 |
| SOXX | ISHARES TR | $2,495.58万 | 2.29% | 38,947 | -7,467 | -16.1% | -$478.46万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,936.82万 | 2.70% | 637,747 | 193,352 | 43.5% | $890.39万 | 加仓 |
| IWF | ISHARES TR | $2,999.00万 | 2.76% | 241,524 | 1,696 | 0.7% | $21.06万 | 加仓 |
| MUB | ISHARES TR | $3,034.16万 | 2.79% | 281,933 | 20,667 | 7.9% | $222.42万 | 加仓 |
| IWR | ISHARES TR | $4,206.62万 | 3.86% | 381,311 | 12,064 | 3.3% | $133.09万 | 加仓 |
| EMXC | ISHARES INC | $4,560.60万 | 4.19% | 445,806 | -51,274 | -10.3% | -$524.53万 | 减仓 |
| IWD | ISHARES TR | $5,021.86万 | 4.61% | 207,147 | -14,616 | -6.6% | -$354.34万 | 减仓 |
| IEFA | ISHARES TR | $9,917.93万 | 9.11% | 1,026,913 | 20,189 | 2.0% | $194.99万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.13亿 | 10.42% | 1,372,355 | 11,567 | 0.9% | $95.60万 | 加仓 |