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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $1.13亿 | 10.42% | 1,372,355 | 11,567 | 0.9% | $95.60万 | 加仓 |
| IEFA | ISHARES TR | $9,917.93万 | 9.11% | 1,026,913 | 20,189 | 2.0% | $194.99万 | 加仓 |
| IWD | ISHARES TR | $5,021.86万 | 4.61% | 207,147 | -14,616 | -6.6% | -$354.34万 | 减仓 |
| EMXC | ISHARES INC | $4,560.60万 | 4.19% | 445,806 | -51,274 | -10.3% | -$524.53万 | 减仓 |
| IWR | ISHARES TR | $4,206.62万 | 3.86% | 381,311 | 12,064 | 3.3% | $133.09万 | 加仓 |
| MUB | ISHARES TR | $3,034.16万 | 2.79% | 281,933 | 20,667 | 7.9% | $222.42万 | 加仓 |
| IWF | ISHARES TR | $2,999.00万 | 2.76% | 241,524 | 1,696 | 0.7% | $21.06万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,936.82万 | 2.70% | 637,747 | 193,352 | 43.5% | $890.39万 | 加仓 |
| SOXX | ISHARES TR | $2,495.58万 | 2.29% | 38,947 | -7,467 | -16.1% | -$478.46万 | 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 |
| VUG | VANGUARD INDEX FDS | $2,401.01万 | 2.21% | 278,734 | -2,408 | -0.9% | -$20.74万 | 减仓 |
| QUAL | ISHARES TR | $2,211.92万 | 2.03% | 100,803 | -44 | -0.0% | -$9,655 | 减仓 |
| SUB | ISHARES TR | $2,118.87万 | 1.95% | 199,011 | 3,057 | 1.6% | $32.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,006.60万 | 1.84% | 632,796 | 5,284 | 0.8% | $16.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,982.80万 | 1.82% | 90,983 | -2,147 | -2.3% | -$46.79万 | 减仓 |
| NYF | ISHARES TR | $1,974.72万 | 1.81% | 366,334 | 15,563 | 4.4% | $83.89万 | 加仓 |
| IYJ | ISHARES TR | $1,893.71万 | 1.74% | 113,634 | 3,328 | 3.0% | $55.46万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,818.14万 | 1.67% | 94,818 | -971 | -1.0% | -$18.62万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,775.06万 | 1.63% | 197,558 | -9,479 | -4.6% | -$85.17万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,761.55万 | 1.62% | 305,454 | 2,454 | 0.8% | $14.15万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,489.77万 | 1.37% | 188,507 | 90,322 | 92.0% | $713.81万 | 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 |
| AVUV | AMERICAN CENTY ETF TR | $1,375.77万 | 1.26% | 110,273 | 5,279 | 5.0% | $65.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,269.32万 | 1.17% | 34,028 | -36 | -0.1% | -$1.34万 | 减仓 |
| AAPL | APPLE INC | $1,254.39万 | 1.15% | 43,351 | 3,428 | 8.6% | $99.19万 | 加仓 |
| 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 |
| VTEB | VANGUARD MUN BD FDS | $1,189.06万 | 1.09% | 235,085 | -11,607 | -4.7% | -$58.71万 | 减仓 |
| IWP | ISHARES TR | $1,136.10万 | 1.04% | 77,597 | -603 | -0.8% | -$8.83万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,113.05万 | 1.02% | 99,779 | 25,295 | 34.0% | $282.17万 | 加仓 |
| IVV | ISHARES TR | $1,111.38万 | 1.02% | 14,840 | 541 | 3.8% | $40.52万 | 加仓 |
| IWS | ISHARES TR | $918.42万 | 0.84% | 55,797 | -601 | -1.1% | -$9.89万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $905.70万 | 0.83% | 109,029 | 4,433 | 4.2% | $36.82万 | 加仓 |
| IEMG | ISHARES INC | $817.76万 | 0.75% | 98,715 | 25,148 | 34.2% | $208.33万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $784.61万 | 0.72% | 254,331 | -1,073 | -0.4% | -$3.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $737.27万 | 0.68% | 165,940 | 14,499 | 9.6% | $64.42万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $723.34万 | 0.66% | 56,595 | -912 | -1.6% | -$11.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $678.50万 | 0.62% | 33,910 | -804 | -2.3% | -$16.09万 | 减仓 |
| GOOGL | ALPHABET INC | $647.23万 | 0.59% | 18,111 | 2,019 | 12.5% | $72.15万 | 加仓 |
| VO | VANGUARD INDEX FDS | $592.25万 | 0.54% | 73,508 | -112 | -0.2% | -$9,024 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $562.10万 | 0.52% | 119,228 | 17,160 | 16.8% | $80.90万 | 加仓 |
| SUSC | ISHARES TR | $545.27万 | 0.50% | 235,522 | 16,665 | 7.6% | $38.58万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $533.49万 | 0.49% | 39,600 | 2,396 | 6.4% | $32.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $528.40万 | 0.49% | 7,694 | -77 | -1.0% | -$5.29万 | 减仓 |
| AMZN | AMAZON COM INC | $449.03万 | 0.41% | 18,840 | -135 | -0.7% | -$3.22万 | 减仓 |
| ESGD | ISHARES TR | $438.26万 | 0.40% | 42,628 | 415 | 1.0% | $4.27万 | 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 |
| IWM | ISHARES TR | $405.55万 | 0.37% | 13,498 | 260 | 2.0% | $7.81万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $379.36万 | 0.35% | 80,818 | 30,120 | 59.4% | $141.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $375.60万 | 0.35% | 52,716 | -130 | -0.2% | -$9,262 | 减仓 |
| NULV | NUSHARES ETF TR | $344.58万 | 0.32% | 68,930 | -2,511 | -3.5% | -$12.55万 | 减仓 |
| GOOG | ALPHABET INC | $335.39万 | 0.31% | 9,492 | 2,760 | 41.0% | $97.52万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $326.15万 | 0.30% | 35,758 | 2,859 | 8.7% | $26.08万 | 加仓 |
| AVGO | BROADCOM INC | $322.33万 | 0.30% | 8,533 | -151 | -1.7% | -$5.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $304.82万 | 0.28% | 10,056 | 117 | 1.2% | $3.55万 | 加仓 |
| IWO | ISHARES TR | $303.36万 | 0.28% | 7,700 | 86 | 1.1% | $3.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $289.04万 | 0.27% | 8,830 | -63 | -0.7% | -$2.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $280.12万 | 0.26% | 5,598 | 280 | 5.3% | $14.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $275.42万 | 0.25% | 7,443 | 1,623 | 27.9% | $60.06万 | 加仓 |
| NULG | NUSHARES ETF TR | $263.44万 | 0.24% | 22,505 | -1,363 | -5.7% | -$15.96万 | 减仓 |
| QQQ | INVESCO QQQ TR | $262.69万 | 0.24% | 3,567 | 529 | 17.4% | $38.96万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $253.72万 | 0.23% | 25,735 | -187 | -0.7% | -$1.84万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $242.36万 | 0.22% | 5,593 | -105 | -1.8% | -$4.55万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $237.62万 | 0.22% | 12,472 | -797 | -6.0% | -$15.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $225.86万 | 0.21% | 2,414 | 407 | 20.3% | $38.08万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $223.98万 | 0.21% | 37,524 | -157 | -0.4% | -$9,371 | 减仓 |
| AGG | ISHARES TR | $220.33万 | 0.20% | 22,260 | -290 | -1.3% | -$2.87万 | 减仓 |
| IWN | ISHARES TR | $216.40万 | 0.20% | 9,783 | -81 | -0.8% | -$1.79万 | 减仓 |
| IUSB | ISHARES TR | $211.93万 | 0.19% | 45,923 | 8,850 | 23.9% | $40.84万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $208.96万 | 0.19% | 41,252 | 7,674 | 22.9% | $38.87万 | 加仓 |
| ESGE | ISHARES INC | $204.40万 | 0.19% | 37,375 | -1,575 | -4.0% | -$8.61万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $195.87万 | 0.18% | 5,791 | -64 | -1.1% | -$2.16万 | 减仓 |
| IWB | ISHARES TR | $195.04万 | 0.18% | 4,763 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $190.15万 | 0.17% | 11,624 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $185.53万 | 0.17% | 17,452 | -359 | -2.0% | -$3.82万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $178.85万 | 0.16% | 20,352 | 23 | 0.1% | $2,021 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $171.87万 | 0.16% | 47,050 | -685 | -1.4% | -$2.50万 | 减仓 |
| V | VISA INC | $168.56万 | 0.15% | 4,913 | 696 | 16.5% | $23.88万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $161.73万 | 0.15% | 32,096 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $156.60万 | 0.14% | 7,925 | -110 | -1.4% | -$2.17万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $152.80万 | 0.14% | 73,495 | 73,495 | — | $152.80万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $151.92万 | 0.14% | 4,960 | -215 | -4.2% | -$6.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $150.96万 | 0.14% | 5,944 | -125 | -2.1% | -$3.17万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $149.09万 | 0.14% | 22,068 | 2,462 | 12.6% | $16.63万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $147.52万 | 0.14% | 24,267 | 384 | 1.6% | $2.33万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $142.78万 | 0.13% | 27,279 | -3,460 | -11.3% | -$18.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $138.93万 | 0.13% | 2,705 | -118 | -4.2% | -$6.06万 | 减仓 |
| VGT | VANGUARD WORLD FD | $135.91万 | 0.12% | 11,371 | 155 | 1.4% | $1.85万 | 加仓 |
| IWY | ISHARES TR | $135.72万 | 0.12% | 4,670 | -430 | -8.4% | -$12.50万 | 减仓 |
| ABBV | ABBVIE INC | $135.54万 | 0.12% | 5,386 | -6 | -0.1% | -$1,510 | 减仓 |
| META | META PLATFORMS INC | $135.41万 | 0.12% | 2,404 | 64 | 2.7% | $3.61万 | 加仓 |
| NUSC | NUSHARES ETF TR | $134.64万 | 0.12% | 25,833 | 475 | 1.9% | $2.48万 | 加仓 |
| SUSB | ISHARES TR | $133.33万 | 0.12% | 53,355 | 5,528 | 11.6% | $13.81万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $132.09万 | 0.12% | 3,612 | -200 | -5.2% | -$7.31万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $121.20万 | 0.11% | 4,988 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $120.23万 | 0.11% | 7,792 | -212 | -2.6% | -$3.27万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $119.87万 | 0.11% | 10,074 | -358 | -3.4% | -$4.26万 | 减仓 |
| MS | MORGAN STANLEY | $118.40万 | 0.11% | 5,664 | 2,600 | 84.9% | $54.35万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $116.73万 | 0.11% | 34,201 | -3,437 | -9.1% | -$11.73万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $113.26万 | 0.10% | 21,874 | 125 | 0.6% | $6,473 | 加仓 |
| LLY | ELI LILLY & CO | $110.47万 | 0.10% | 921 | 27 | 3.0% | $3.24万 | 加仓 |