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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $1.13亿 | 11.84% | 1,360,788 | 118,905 | 9.6% | $983.94万 | 加仓 |
| IEFA | ISHARES TR | $9,113.87万 | 9.58% | 1,006,724 | 39,832 | 4.1% | $360.60万 | 加仓 |
| IWD | ISHARES TR | $4,738.41万 | 4.98% | 221,763 | -5,877 | -2.6% | -$125.57万 | 减仓 |
| EMXC | ISHARES INC | $3,910.03万 | 4.11% | 497,080 | 25,477 | 5.4% | $200.40万 | 加仓 |
| IWR | ISHARES TR | $3,590.19万 | 3.77% | 369,247 | 38,250 | 11.6% | $371.90万 | 加仓 |
| MUB | ISHARES TR | $2,773.34万 | 2.92% | 261,266 | 23,749 | 10.0% | $252.10万 | 加仓 |
| IWF | ISHARES TR | $2,556.57万 | 2.69% | 59,957 | -1,102 | -1.8% | -$46.99万 | 减仓 |
| 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 |
| SUB | ISHARES TR | $2,086.91万 | 2.19% | 195,954 | 7,309 | 3.9% | $77.84万 | 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 |
| VUG | VANGUARD INDEX FDS | $2,046.68万 | 2.15% | 46,857 | 135 | 0.3% | $5.90万 | 加仓 |
| QUAL | ISHARES TR | $1,934.35万 | 2.03% | 100,847 | -13,043 | -11.5% | -$250.18万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,925.21万 | 2.02% | 627,512 | -73,809 | -10.5% | -$226.45万 | 减仓 |
| NYF | ISHARES TR | $1,863.30万 | 1.96% | 350,771 | 56,800 | 19.3% | $301.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,827.21万 | 1.92% | 93,130 | -6,602 | -6.6% | -$129.53万 | 减仓 |
| IYJ | ISHARES TR | $1,627.45万 | 1.71% | 110,306 | 6,270 | 6.0% | $92.51万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,566.92万 | 1.65% | 95,789 | 1,497 | 1.6% | $24.49万 | 加仓 |
| SOXX | ISHARES TR | $1,525.45万 | 1.60% | 46,414 | -4,446 | -8.7% | -$146.12万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,464.10万 | 1.54% | 303,000 | -147,872 | -32.8% | -$714.52万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,379.74万 | 1.45% | 243,427 | -15,684 | -6.1% | -$88.90万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,297.71万 | 1.36% | 207,037 | 24,031 | 13.1% | $150.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,260.96万 | 1.33% | 34,064 | 576 | 1.7% | $21.32万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,230.75万 | 1.29% | 246,692 | -2,012 | -0.8% | -$10.04万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,159.87万 | 1.22% | 104,994 | 101,073 | 2,577.7% | $1,116.55万 | 加仓 |
| 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 |
| AAPL | APPLE INC | $1,013.21万 | 1.07% | 39,923 | -964 | -2.4% | -$24.47万 | 减仓 |
| IWP | ISHARES TR | $1,001.90万 | 1.05% | 78,200 | 12 | 0.0% | $1,537 | 加仓 |
| IVV | ISHARES TR | $934.03万 | 0.98% | 14,299 | -793 | -5.3% | -$51.80万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $857.48万 | 0.90% | 104,596 | 77,149 | 281.1% | $632.47万 | 加仓 |
| IWS | ISHARES TR | $821.94万 | 0.86% | 56,398 | -1,159 | -2.0% | -$16.89万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $786.13万 | 0.83% | 255,404 | 9,926 | 4.0% | $30.55万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $778.32万 | 0.82% | 98,185 | 94,870 | 2,861.8% | $752.04万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $650.63万 | 0.68% | 151,441 | -12,639 | -7.7% | -$54.30万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $630.79万 | 0.66% | 57,507 | 212 | 0.4% | $2.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $605.41万 | 0.64% | 34,714 | 687 | 2.0% | $11.98万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $592.45万 | 0.62% | 74,484 | 74,484 | — | $592.45万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $528.55万 | 0.56% | 18,405 | -47 | -0.3% | -$1.35万 | 减仓 |
| IEMG | ISHARES INC | $513.13万 | 0.54% | 73,567 | 4,709 | 6.8% | $32.85万 | 加仓 |
| SUSC | ISHARES TR | $506.38万 | 0.53% | 218,857 | 47,246 | 27.5% | $109.32万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $482.78万 | 0.51% | 102,068 | 13,043 | 14.7% | $61.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $464.33万 | 0.49% | 7,771 | -189 | -2.4% | -$11.29万 | 减仓 |
| GOOGL | ALPHABET INC | $462.74万 | 0.49% | 16,092 | -196 | -1.2% | -$5.64万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $435.96万 | 0.46% | 37,204 | 11,384 | 44.1% | $133.40万 | 加仓 |
| ESGD | ISHARES TR | $403.64万 | 0.42% | 42,213 | 3,902 | 10.2% | $37.31万 | 加仓 |
| AMZN | AMAZON COM INC | $395.19万 | 0.42% | 18,975 | -26 | -0.1% | -$5,415 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $338.64万 | 0.36% | 52,846 | -7,468 | -12.4% | -$47.85万 | 减仓 |
| IWM | ISHARES TR | $328.30万 | 0.35% | 13,238 | -93 | -0.7% | -$2.31万 | 减仓 |
| NULV | NUSHARES ETF TR | $325.06万 | 0.34% | 71,441 | 3,350 | 4.9% | $15.24万 | 加仓 |
| AVGO | BROADCOM INC | $268.78万 | 0.28% | 8,684 | -145 | -1.6% | -$4.49万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $265.20万 | 0.28% | 32,899 | 5,245 | 19.0% | $42.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $261.60万 | 0.27% | 8,893 | -58 | -0.6% | -$1.71万 | 减仓 |
| VB | VANGUARD INDEX FDS | $260.32万 | 0.27% | 9,939 | 170 | 1.7% | $4.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $254.84万 | 0.27% | 5,318 | -20 | -0.4% | -$9,584 | 减仓 |
| IWO | ISHARES TR | $238.94万 | 0.25% | 7,614 | -174 | -2.2% | -$5.46万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $238.69万 | 0.25% | 50,698 | 50,698 | — | $238.69万 | 新建仓 |
| AGG | ISHARES TR | $223.85万 | 0.24% | 22,550 | -23,341 | -50.9% | -$231.71万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $219.09万 | 0.23% | 25,922 | 4,588 | 21.5% | $38.78万 | 加仓 |
| NULG | NUSHARES ETF TR | $217.06万 | 0.23% | 23,868 | 1,863 | 8.5% | $16.94万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $203.67万 | 0.21% | 37,681 | -204 | -0.5% | -$1.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $200.03万 | 0.21% | 2,007 | -8 | -0.4% | -$7,973 | 减仓 |
| GOOG | ALPHABET INC | $193.12万 | 0.20% | 6,732 | -84 | -1.2% | -$2.41万 | 减仓 |
| IWN | ISHARES TR | $187.01万 | 0.20% | 9,864 | -27 | -0.3% | -$5,119 | 减仓 |
| VTI | VANGUARD INDEX FDS | $186.71万 | 0.20% | 5,820 | -182 | -3.0% | -$5.84万 | 减仓 |
| ESGE | ISHARES INC | $177.11万 | 0.19% | 38,950 | 4,090 | 11.7% | $18.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $177.09万 | 0.19% | 5,855 | -42 | -0.7% | -$1.27万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $176.34万 | 0.19% | 13,269 | 2,739 | 26.0% | $36.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $175.36万 | 0.18% | 3,038 | 43 | 1.4% | $2.48万 | 加仓 |
| IUSB | ISHARES TR | $171.24万 | 0.18% | 37,073 | 5,577 | 17.7% | $25.76万 | 加仓 |
| IWB | ISHARES TR | $169.83万 | 0.18% | 4,763 | -329 | -6.5% | -$11.73万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $167.86万 | 0.18% | 33,578 | -181 | -0.5% | -$9,048 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $166.96万 | 0.18% | 17,811 | -30 | -0.2% | -$2,812 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $161.20万 | 0.17% | 47,735 | 4,878 | 11.4% | $16.47万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $159.63万 | 0.17% | 30,739 | 1,738 | 6.0% | $9.03万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $155.60万 | 0.16% | 20,329 | 2,555 | 14.4% | $19.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $148.35万 | 0.16% | 6,069 | -63 | -1.0% | -$1.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $148.07万 | 0.16% | 8,035 | -2,529 | -23.9% | -$46.60万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $146.52万 | 0.15% | 32,096 | -517 | -1.6% | -$2.36万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $141.05万 | 0.15% | 2,823 | -52 | -1.8% | -$2.60万 | 减仓 |
| IGM | ISHARES TR | $137.76万 | 0.14% | 11,624 | -300 | -2.5% | -$3.56万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $135.13万 | 0.14% | 23,883 | 2,493 | 11.7% | $14.11万 | 加仓 |
| META | META PLATFORMS INC | $133.88万 | 0.14% | 2,340 | -30 | -1.3% | -$1.72万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $133.18万 | 0.14% | 5,175 | -101 | -1.9% | -$2.60万 | 减仓 |
| V | VISA INC | $127.45万 | 0.13% | 4,217 | -71 | -1.7% | -$2.15万 | 减仓 |
| IWY | ISHARES TR | $126.91万 | 0.13% | 5,100 | -150 | -2.9% | -$3.73万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $126.01万 | 0.13% | 37,638 | -1,893 | -4.8% | -$6.34万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $121.74万 | 0.13% | 5,698 | -327 | -5.4% | -$6.99万 | 减仓 |
| SUSB | ISHARES TR | $119.88万 | 0.13% | 47,827 | 8,685 | 22.2% | $21.77万 | 加仓 |
| ABBV | ABBVIE INC | $117.28万 | 0.12% | 5,392 | -146 | -2.6% | -$3.18万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $116.11万 | 0.12% | 19,606 | 6,239 | 46.7% | $36.95万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $115.22万 | 0.12% | 3,812 | -43 | -1.1% | -$1.30万 | 减仓 |
| NUSC | NUSHARES ETF TR | $114.26万 | 0.12% | 25,358 | 4,827 | 23.5% | $21.75万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $108.36万 | 0.11% | 4,988 | -2,028 | -28.9% | -$44.06万 | 减仓 |
| NFLX | NETFLIX INC. | $106.94万 | 0.11% | 11,122 | 223 | 2.0% | $2.14万 | 加仓 |
| SUSA | ISHARES TR | $105.73万 | 0.11% | 8,004 | 848 | 11.9% | $11.20万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $102.14万 | 0.11% | 10,432 | 188 | 1.8% | $1.84万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $102.02万 | 0.11% | 21,749 | 427 | 2.0% | $2.00万 | 加仓 |
| HD | HOME DEPOT INC | $101.80万 | 0.11% | 3,095 | -52 | -1.7% | -$1.71万 | 减仓 |
| VGT | VANGUARD WORLD FD | $97.82万 | 0.10% | 1,402 | 46 | 3.4% | $3.21万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $97.29万 | 0.10% | 33,400 | -1,887 | -5.3% | -$5.50万 | 减仓 |