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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $86.26万 | 0.09% | 8,569 | -1,016 | -10.6% | -$10.23万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $85.92万 | 0.09% | 21,404 | -3,027 | -12.4% | -$12.15万 | 减仓 |
| LLY | ELI LILLY & CO | $82.23万 | 0.09% | 894 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $79.74万 | 0.08% | 8,398 | -9,318 | -52.6% | -$88.47万 | 减仓 |
| IBB | ISHARES TR | $77.51万 | 0.08% | 4,591 | -114 | -2.4% | -$1.92万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $73.24万 | 0.08% | 1,490 | -91 | -5.8% | -$4.47万 | 减仓 |
| IVW | ISHARES TR | $69.85万 | 0.07% | 6,175 | -44 | -0.7% | -$4,977 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $69.59万 | 0.07% | 13,971 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $69.12万 | 0.07% | 6,702 | 800 | 13.6% | $8.25万 | 加仓 |
| IGV | ISHARES TR | $68.11万 | 0.07% | 8,508 | -82,682 | -90.7% | -$661.87万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.76万 | 0.07% | 11,404 | -1,837 | -13.9% | -$10.75万 | 减仓 |
| IVE | ISHARES TR | $66.01万 | 0.07% | 3,126 | -603 | -16.2% | -$12.73万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $65.98万 | 0.07% | 27,142 | 1,741 | 6.9% | $4.23万 | 加仓 |
| KO | COCA COLA CO | $65.61万 | 0.07% | 8,627 | -46 | -0.5% | -$3,498 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $64.62万 | 0.07% | 26,216 | -841 | -3.1% | -$2.07万 | 减仓 |
| CAT | CATERPILLAR INC | $63.83万 | 0.07% | 901 | -17 | -1.9% | -$1.20万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $63.51万 | 0.07% | 28,840 | 8,980 | 45.2% | $19.77万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $59.78万 | 0.06% | 7,781 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $59.73万 | 0.06% | 4,638 | 276 | 6.3% | $3.55万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $59.13万 | 0.06% | 10,163 | -2,993 | -22.8% | -$17.41万 | 减仓 |
| VV | VANGUARD INDEX FDS | $59.02万 | 0.06% | 1,975 | -806 | -29.0% | -$24.09万 | 减仓 |
| EFG | ISHARES TR | $58.67万 | 0.06% | 5,268 | 1,903 | 56.6% | $21.19万 | 加仓 |
| WMT | WALMART INC | $56.50万 | 0.06% | 4,546 | -224 | -4.7% | -$2.78万 | 减仓 |
| PEP | PEPSICO INC | $54.68万 | 0.06% | 3,521 | -22 | -0.6% | -$3,417 | 减仓 |
| TLH | ISHARES TR | $54.58万 | 0.06% | 5,419 | 609 | 12.7% | $6.13万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.52万 | 0.06% | 3,681 | 410 | 12.5% | $6.07万 | 加仓 |
| RIO | RIO TINTO PLC | $54.23万 | 0.06% | 5,813 | -13 | -0.2% | -$1,213 | 减仓 |
| LQD | ISHARES TR | $54.04万 | 0.06% | 4,958 | 1,213 | 32.4% | $13.22万 | 加仓 |
| TXN | TEXAS INSTRS INC | $53.78万 | 0.06% | 2,770 | -55 | -1.9% | -$1.07万 | 减仓 |
| — | HONEYWELL INTL INC | $53.57万 | 0.06% | 2,370 | -114 | -4.6% | -$2.58万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $53.54万 | 0.06% | 598 | -1 | -0.2% | -$895 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $52.90万 | 0.06% | 11,543 | 11,543 | — | $52.90万 | 新建仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $52.50万 | 0.06% | 13,024 | 13,024 | — | $52.50万 | 新建仓 |
| IAU | ISHARES GOLD TR | $51.81万 | 0.05% | 5,877 | -1,292 | -18.0% | -$11.39万 | 减仓 |
| AMGN | AMGEN INC | $51.79万 | 0.05% | 1,472 | -64 | -4.2% | -$2.25万 | 减仓 |
| MS | MORGAN STANLEY | $50.42万 | 0.05% | 3,064 | -226 | -6.9% | -$3.72万 | 减仓 |
| CSCO | CISCO SYS INC | $50.14万 | 0.05% | 6,462 | -312 | -4.6% | -$2.42万 | 减仓 |
| QDF | FLEXSHARES TR | $48.92万 | 0.05% | 6,185 | -103 | -1.6% | -$8,146 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.71万 | 0.05% | 2,265 | -54 | -2.3% | -$1.16万 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $48.20万 | 0.05% | 8,823 | -78 | -0.9% | -$4,261 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.01万 | 0.05% | 3,324 | 124 | 3.9% | $1.79万 | 加仓 |
| EFV | ISHARES TR | $47.96万 | 0.05% | 6,450 | -624 | -8.8% | -$4.64万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $47.81万 | 0.05% | 7,151 | 1,224 | 20.7% | $8.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $47.28万 | 0.05% | 2,285 | -16 | -0.7% | -$3,310 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.77万 | 0.05% | 541 | -18 | -3.2% | -$1.52万 | 减仓 |
| TSLA | TESLA INC | $42.97万 | 0.05% | 1,156 | -6 | -0.5% | -$2,230 | 减仓 |
| SHM | SPDR SERIES TRUST | $42.97万 | 0.05% | 8,984 | 328 | 3.8% | $1.57万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $42.78万 | 0.04% | 2,645 | -74 | -2.7% | -$1.20万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $42.64万 | 0.04% | 2,072 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $41.69万 | 0.04% | 3,710 | -8 | -0.2% | -$899 | 减仓 |
| ICLN | ISHARES TR | $41.17万 | 0.04% | 22,511 | 1,903 | 9.2% | $3.48万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $40.64万 | 0.04% | 997 | -22 | -2.2% | -$8,969 | 减仓 |
| MMM | 3M CO | $40.52万 | 0.04% | 2,790 | 1,027 | 58.3% | $14.92万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $40.29万 | 0.04% | 3,634 | 3,634 | — | $40.29万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $39.92万 | 0.04% | 2,320 | 30 | 1.3% | $5,162 | 加仓 |
| LOW | LOWES COS INC | $39.55万 | 0.04% | 1,674 | -80 | -4.6% | -$1.89万 | 减仓 |
| IJH | ISHARES TR | $39.26万 | 0.04% | 5,813 | -14 | -0.2% | -$945 | 减仓 |
| BX | BLACKSTONE INC | $39.02万 | 0.04% | 3,393 | -383 | -10.1% | -$4.40万 | 减仓 |
| IJR | ISHARES TR | $38.95万 | 0.04% | 3,133 | -30 | -0.9% | -$3,729 | 减仓 |
| MCK | MCKESSON CORP | $38.68万 | 0.04% | 447 | -2 | -0.4% | -$1,731 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $38.38万 | 0.04% | 8,260 | 464 | 6.0% | $2.16万 | 加仓 |
| — | EXXON MOBIL CORP | $37.68万 | 0.04% | 2,221 | -108 | -4.6% | -$1.83万 | 减仓 |
| MRK | MERCK & CO INC | $37.59万 | 0.04% | 3,125 | 513 | 19.6% | $6.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $36.49万 | 0.04% | 1,147 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $36.46万 | 0.04% | 7,175 | -40 | -0.6% | -$2,032 | 减仓 |
| GLD | SPDR GOLD TR | $36.27万 | 0.04% | 843 | -129 | -13.3% | -$5.55万 | 减仓 |
| EFA | ISHARES TR | $36.21万 | 0.04% | 3,728 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $36.18万 | 0.04% | 781 | -10 | -1.3% | -$4,632 | 减仓 |
| GOVT | ISHARES TR | $35.77万 | 0.04% | 15,614 | 15,614 | — | $35.77万 | 新建仓 |
| RTX | RTX CORPORATION | $35.65万 | 0.04% | 1,848 | -2 | -0.1% | -$386 | 减仓 |
| ORCL | ORACLE CORP | $34.73万 | 0.04% | 2,361 | -130 | -5.2% | -$1.91万 | 减仓 |
| BLK | BLACKROCK INC | $34.72万 | 0.04% | 361 | -5 | -1.4% | -$4,809 | 减仓 |
| GE | GE AEROSPACE | $33.80万 | 0.04% | 1,191 | 327 | 37.8% | $9.28万 | 加仓 |
| CSX | CSX CORP | $33.25万 | 0.03% | 8,100 | -15 | -0.2% | -$616 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $32.74万 | 0.03% | 6,631 | -1,166 | -15.0% | -$5.76万 | 减仓 |
| PFE | PFIZER INC | $32.68万 | 0.03% | 11,637 | -965 | -7.7% | -$2.71万 | 减仓 |
| BAC | BANK AMERICA CORP | $32.09万 | 0.03% | 6,583 | -248 | -3.6% | -$1.21万 | 减仓 |
| IWX | ISHARES TR | $31.71万 | 0.03% | 3,422 | 574 | 20.2% | $5.32万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $31.38万 | 0.03% | 3,056 | -38 | -1.2% | -$3,901 | 减仓 |
| ESGU | ISHARES TR | $31.01万 | 0.03% | 2,193 | -1,604 | -42.2% | -$22.68万 | 减仓 |
| INTC | INTEL CORP | $30.57万 | 0.03% | 6,928 | -917 | -11.7% | -$4.05万 | 减仓 |
| SCZ | ISHARES TR | $30.18万 | 0.03% | 3,849 | -1,117 | -22.5% | -$8.76万 | 减仓 |
| VHT | VANGUARD WORLD FD | $29.55万 | 0.03% | 1,085 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $29.21万 | 0.03% | 1,883 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $28.76万 | 0.03% | 2,984 | -2 | -0.1% | -$193 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.50万 | 0.03% | 5,678 | 24 | 0.4% | $1,205 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $28.30万 | 0.03% | 12,186 | -1,967 | -13.9% | -$4.57万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $28.20万 | 0.03% | 9,246 | 9,246 | — | $28.20万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $27.97万 | 0.03% | 959 | -10 | -1.0% | -$2,917 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.55万 | 0.03% | 1,018 | -196 | -16.1% | -$5.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.41万 | 0.03% | 1,131 | 77 | 7.3% | $1.87万 | 加仓 |
| — | ISHARES TR | $27.25万 | 0.03% | 6,259 | -117 | -1.8% | -$5,094 | 减仓 |
| MTUM | ISHARES TR | $26.88万 | 0.03% | 1,120 | 208 | 22.8% | $4.99万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $26.48万 | 0.03% | 4,594 | -199 | -4.2% | -$1.15万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.47万 | 0.03% | 388 | -25 | -6.1% | -$1.71万 | 减仓 |
| BOND | PIMCO ETF TR | $26.24万 | 0.03% | 2,843 | -535 | -15.8% | -$4.94万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.75万 | 0.03% | 1,951 | 1,951 | — | $25.75万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $25.45万 | 0.03% | 10,215 | 10,215 | — | $25.45万 | 新建仓 |
| CRM | SALESFORCE INC | $25.29万 | 0.03% | 1,355 | -285 | -17.4% | -$5.32万 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.22万 | 0.03% | 738 | -122 | -14.2% | -$4.17万 | 减仓 |