Legacy Wealth Advisors, LLC
NORTH MIAMI BEACH FL · SEC CIK 0002111463
$2.31亿2026Q2 申报市值
148持仓数
59.2%前十大占比 · 第一大 23.0%
43 / 7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
SGOV 加仓+$609.98万
TAFI 加仓+$251.40万
SPCX 新建仓+$235.62万
NVDA 加仓+$151.53万
GOOGL 加仓+$136.80万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$444.11万
YEAR 减仓-$289.94万
JPST 减仓-$274.53万
ORCL 减仓-$70.96万
VOO 减仓-$53.02万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $59.40万 | 0.26% | 2,339 | 717 | 44.2% | $18.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $60.25万 | 0.26% | 1,173 | 751 | 178.0% | $38.57万 | 加仓 |
| CSCO | CISCO SYS INC | $60.29万 | 0.26% | 5,133 | 2,149 | 72.0% | $25.24万 | 加仓 |
| WMT | WALMART INC | $60.95万 | 0.26% | 5,381 | 1,489 | 38.3% | $16.86万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $61.17万 | 0.26% | 3,871 | -578 | -13.0% | -$9.13万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $61.71万 | 0.27% | 200,350 | 100,350 | 100.4% | $30.91万 | 加仓 |
| BAC | BANK OF AMER CORP | $71.43万 | 0.31% | 12,536 | 3,804 | 43.6% | $21.68万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.26万 | 0.31% | 1,513 | 35 | 2.4% | $1.67万 | 加仓 |
| VGT | VANGUARD WORLD FD | $72.29万 | 0.31% | 6,048 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $73.71万 | 0.32% | 2,443 | 63 | 2.6% | $1.90万 | 加仓 |
| INTC | INTEL CORP | $75.23万 | 0.33% | 5,388 | 5,388 | — | $75.23万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $75.85万 | 0.33% | 1,030 | 200 | 24.1% | $14.73万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $79.95万 | 0.35% | 59,089 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $81.76万 | 0.35% | 15,251 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $81.98万 | 0.35% | 5,996 | 1,634 | 37.5% | $22.34万 | 加仓 |
| AMAT | APPLIED MATLS INC | $85.17万 | 0.37% | 1,178 | 239 | 25.5% | $17.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $85.66万 | 0.37% | 2,061 | 456 | 28.4% | $18.95万 | 加仓 |
| ASML | ASML HLDG NV | $85.94万 | 0.37% | 432 | 63 | 17.1% | $12.53万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $89.54万 | 0.39% | 11,889 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $94.07万 | 0.41% | 19,170 | 6 | 0.0% | $294 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $99.10万 | 0.43% | 19,687 | -57,596 | -74.5% | -$289.94万 | 减仓 |
| LLY | ELI LILLY & CO | $101.23万 | 0.44% | 844 | 148 | 21.3% | $17.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $104.58万 | 0.45% | 3,195 | 372 | 13.2% | $12.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $106.19万 | 0.46% | 1,828 | 1,828 | — | $106.19万 | 新建仓 |
| V | VISA INC | $108.73万 | 0.47% | 3,169 | 431 | 15.7% | $14.79万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $112.47万 | 0.49% | 21,533 | 9,636 | 81.0% | $50.33万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $118.69万 | 0.51% | 22,348 | 158 | 0.7% | $8,392 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.00万 | 0.56% | 2,578 | -292 | -10.2% | -$14.61万 | 减仓 |
| GOOG | ALPHABET INC | $142.67万 | 0.62% | 4,038 | 1,083 | 36.6% | $38.27万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $145.06万 | 0.63% | 42,866 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $156.98万 | 0.68% | 1,360 | 424 | 45.3% | $48.94万 | 加仓 |
| DGRO | ISHARES TR | $178.99万 | 0.77% | 23,617 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $185.23万 | 0.80% | 2,697 | -772 | -22.3% | -$53.02万 | 减仓 |
| SHV | ISHARES TR | $188.19万 | 0.81% | 17,054 | 151 | 0.9% | $1.67万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $189.64万 | 0.82% | 79,982 | 1,775 | 2.3% | $4.21万 | 加仓 |
| META | META PLATFORMS INC | $199.07万 | 0.86% | 3,534 | 98 | 2.9% | $5.52万 | 加仓 |
| TSLA | TESLA INC | $225.82万 | 0.98% | 5,369 | -189 | -3.4% | -$7.95万 | 减仓 |
| AVGO | BROADCOM INC | $230.16万 | 1.00% | 6,093 | 905 | 17.4% | $34.19万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $235.62万 | 1.02% | 13,790 | 13,790 | — | $235.62万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $255.27万 | 1.10% | 80,500 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $267.83万 | 1.16% | 37,590 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $321.13万 | 1.39% | 38,344 | 7,055 | 22.5% | $59.09万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $336.64万 | 1.46% | 133,481 | 99,682 | 294.9% | $251.40万 | 加仓 |
| BIL | SPDR SERIES TRUST | $403.21万 | 1.75% | 43,999 | -4,130 | -8.6% | -$37.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $492.68万 | 2.13% | 13,208 | 3,016 | 29.6% | $112.50万 | 加仓 |
| GOOGL | ALPHABET INC | $506.46万 | 2.19% | 14,172 | 3,828 | 37.0% | $136.80万 | 加仓 |
| AMZN | AMAZON COM INC | $509.36万 | 2.20% | 21,371 | 5,187 | 32.1% | $123.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $667.37万 | 2.89% | 18,035 | -109 | -0.6% | -$4.03万 | 减仓 |
| BUFC | AB ACTIVE ETFS INC | $691.27万 | 2.99% | 162,428 | -168 | -0.1% | -$7,150 | 减仓 |
| NVDA | NVIDIA CORPORATION | $715.76万 | 3.10% | 35,772 | 7,573 | 26.9% | $151.53万 | 加仓 |
| AAPL | APPLE INC | $725.19万 | 3.14% | 25,062 | 2,579 | 11.5% | $74.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,422.82万 | 6.16% | 19 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,539.53万 | 6.66% | 20,605 | -5,944 | -22.4% | -$444.11万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,585.03万 | 6.86% | 313,432 | -54,287 | -14.8% | -$274.53万 | 减仓 |
| SGOV | ISHARES TR | $5,313.08万 | 23.00% | 527,772 | 60,592 | 13.0% | $609.98万 | 加仓 |