Legacy Wealth Advisors, LLC
NORTH MIAMI BEACH FL · SEC CIK 0002111463
$1.96亿2026Q1 申报市值
109持仓数
65.3%前十大占比 · 第一大 24.0%
32 / 6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
SGOV 加仓+$2,665.99万
SPY 加仓+$720.25万
SCHD 新建仓+$246.97万
VEU 加仓+$179.15万
TSLA 加仓+$147.25万
2026Q1 卖出最多 按季末市值估算
SOC 减仓-$433.27万
JPST 减仓-$295.72万
FRO 清仓-$110.09万
VOO 减仓-$77.56万
BKSY 减仓-$54.92万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $206.62万 | 1.05% | 5,558 | 3,961 | 248.0% | $147.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $207.29万 | 1.06% | 3,469 | -1,298 | -27.2% | -$77.56万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $234.98万 | 1.20% | 31,289 | 23,855 | 320.9% | $179.15万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $240.88万 | 1.23% | 37,590 | 19,091 | 103.2% | $122.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $246.97万 | 1.26% | 80,500 | 80,500 | — | $246.97万 | 新建仓 |
| GOOGL | ALPHABET INC | $297.45万 | 1.52% | 10,344 | 1,867 | 22.0% | $53.69万 | 加仓 |
| AMZN | AMAZON COM INC | $337.06万 | 1.72% | 16,184 | 535 | 3.4% | $11.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $377.28万 | 1.93% | 10,192 | 2,276 | 28.8% | $84.25万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $390.09万 | 1.99% | 77,283 | 760 | 1.0% | $3.84万 | 加仓 |
| BIL | SPDR SERIES TRUST | $441.05万 | 2.25% | 48,129 | 1,119 | 2.4% | $10.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $491.79万 | 2.51% | 28,199 | 7,633 | 37.1% | $133.12万 | 加仓 |
| AAPL | APPLE INC | $570.60万 | 2.91% | 22,483 | 4,445 | 24.6% | $112.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $582.08万 | 2.97% | 18,144 | 590 | 3.4% | $18.93万 | 加仓 |
| BUFC | AB ACTIVE ETFS INC | $660.66万 | 3.37% | 162,596 | -168 | -0.1% | -$6,826 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,364.47万 | 6.96% | 19 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,726.59万 | 8.81% | 26,549 | 11,075 | 71.6% | $720.25万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,861.03万 | 9.50% | 367,719 | -58,431 | -13.7% | -$295.72万 | 减仓 |
| SGOV | ISHARES TR | $4,702.64万 | 24.00% | 467,180 | 264,851 | 130.9% | $2,665.99万 | 加仓 |