13F 机构持仓

Legacy Edge Advisors, LLC

SYOSSET NY · SEC CIK 0002105396

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VCIT 10.4%
IEFA 9.1%
IWD 4.6%
EMXC 4.2%
IWR 3.9%
MUB 2.8%
IWF 2.8%
JPIE 2.7%
SOXX 2.3%
FPEI 2.2%

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 30,12059.4% $141.38万 加仓
IWM ISHARES TR $405.55万0.37%13,498 2602.0% $7.81万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $415.14万0.38%50,326 4,4189.6% $36.44万 加仓
ESGD ISHARES TR $438.26万0.40%42,628 4151.0% $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 2,3966.4% $32.28万 加仓
SUSC ISHARES TR $545.27万0.50%235,522 16,6657.6% $38.58万 加仓
JSCP J P MORGAN EXCHANGE TRADED F $562.10万0.52%119,228 17,16016.8% $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 2,01912.5% $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 14,4999.6% $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 25,14834.2% $208.33万 加仓
XLP SELECT SECTOR SPDR TR $905.70万0.83%109,029 4,4334.2% $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 5413.8% $40.52万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $1,113.05万1.02%99,779 25,29534.0% $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 2861.7% $21.36万 加仓
AAPL APPLE INC $1,254.39万1.15%43,351 3,4288.6% $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 5,2795.0% $65.86万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $1,482.64万1.36%262,507 19,0807.8% $107.76万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,489.77万1.37%188,507 90,32292.0% $713.81万 加仓
SPSM SPDR SERIES TRUST $1,761.55万1.62%305,454 2,4540.8% $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 3,3283.0% $55.46万 加仓
NYF ISHARES TR $1,974.72万1.81%366,334 15,5634.4% $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 5,2840.8% $16.76万 加仓
SUB ISHARES TR $2,118.87万1.95%199,011 3,0571.6% $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 46,7783.9% $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%637,747 193,35243.5% $890.39万 加仓
IWF ISHARES TR $2,999.00万2.76%241,524 1,6960.7% $21.06万 加仓
MUB ISHARES TR $3,034.16万2.79%281,933 20,6677.9% $222.42万 加仓
IWR ISHARES TR $4,206.62万3.86%381,311 12,0643.3% $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 20,1892.0% $194.99万 加仓
VCIT VANGUARD SCOTTSDALE FDS $1.13亿10.42%1,372,355 11,5670.9% $95.60万 加仓