13F 机构持仓

Legacy Edge Advisors, LLC

SYOSSET NY · SEC CIK 0002105396

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.8%
IEFA 9.6%
IWD 5.0%
EMXC 4.1%
IWR 3.8%
MUB 2.9%
IWF 2.7%
FPEI 2.4%
SUB 2.2%
JPIE 2.2%

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
MUNI PIMCO ETF TR $24.84万0.03%4,760 -14-0.3% -$731 减仓
EWJ ISHARES INC $24.65万0.03%2,919 -238-7.5% -$2.01万 减仓
GEV GE VERNOVA INC $24.44万0.03%280 280— $24.44万 新建仓
SO SOUTHERN CO $24.41万0.03%2,529 -150-5.6% -$1.45万 减仓
DUK DUKE ENERGY CORP NEW $24.05万0.03%1,837 -150-7.5% -$1.96万 减仓
BAI BLACKROCK ETF TRUST $23.66万0.02%7,181 3184.6% $1.05万 加仓
DFIS DIMENSIONAL ETF TRUST $23.55万0.02%6,995 80913.1% $2.72万 加仓
VIOO VANGUARD ADMIRAL FDS INC $23.48万0.02%2,045 23412.9% $2.69万 重新持有
DGRO ISHARES TR $23.17万0.02%3,301 -1,450-30.5% -$10.18万 减仓
CL COLGATE PALMOLIVE CO $23.09万0.02%2,709 732.8% $6,222 加仓
ITOT ISHARES TR $23.02万0.02%1,616 00.0% — 不变
THRO BLACKROCK ETF TRUST $22.71万0.02%6,271 -159-2.5% -$5,759 减仓
ZTS ZOETIS INC $22.28万0.02%1,885 -74-3.8% -$8,748 减仓
ESML ISHARES TR $22.26万0.02%4,735 4,735— $22.26万 新建仓
BHP BHP BILLITON LIMITED $22.21万0.02%3,054 3,054— $22.21万 新建仓
FPE FIRST TR EXCH TRADED FD III $22.09万0.02%12,443 12,443— $22.09万 新建仓
SLV ISHARES SILVER TR $21.89万0.02%3,212 -1,160-26.5% -$7.90万 减仓
VALE VALE S A $21.48万0.02%13,500 00.0% — 不变
FLG FLAGSTAR BANK NATIONAL ASSOC $21.29万0.02%16,166 00.0% — 不变
PM PHILIP MORRIS INTL INC $20.54万0.02%1,242 -24-1.9% -$3,968 减仓
BBSC J P MORGAN EXCHANGE TRADED F $20.51万0.02%2,732 2,732— $20.51万 新建仓
TJX TJX COS INC NEW $20.06万0.02%1,256 1,256— $20.06万 新建仓
NG NOVAGOLD RESOURCES INC $10.33万0.01%11,500 11,500— $10.33万 新建仓
OEF ISHARES TR $00.00%0 -1,404-100.0% -$48.15万 清仓
C CITIGROUP INC $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -2,140-100.0% -$32.78万 清仓
SCHM SCHWAB STRATEGIC TR $00.00%0 -10,018-100.0% -$30.12万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -3,012-100.0% -$28.72万 清仓
SLYG SPDR SERIES TRUST $00.00%0 —— — 申报中断
BKNG BOOKING HOLDINGS INC $00.00%0 -47-100.0% -$25.17万 清仓
IEUR ISHARES TR $00.00%0 -3,222-100.0% -$22.87万 清仓
RDDT REDDIT INC $00.00%0 -904-100.0% -$20.78万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -1,323-100.0% -$20.48万 清仓
FTEC FIDELITY COVINGTON TRUST $00.00%0 —— — 申报中断