13F 机构持仓

Legacy Wealth Advisors, LLC

NORTH MIAMI BEACH FL · SEC CIK 0002111463

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.31亿2026Q2
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

SGOV 24.0%
JPST 9.5%
SPY 8.8%
BRK/A 7.0%
BUFC 3.4%
VTI 3.0%
AAPL 2.9%
NVDA 2.5%
BIL 2.3%
YEAR 2.0%

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
FRO FRONTLINE PLC $00.00%0 -50,453-100.0% -$110.09万 清仓
IWF ISHARES TR $00.00%0 -664-100.0% -$31.43万 清仓
DIS DISNEY WALT CO $00.00%0 —— — 申报中断
LPLA LPL FINL HLDGS INC $00.00%0 -724-100.0% -$25.86万 清仓
TXN TEXAS INSTRS INC $00.00%0 —— — 申报中断
IWP ISHARES TR $00.00%0 -1,744-100.0% -$23.88万 清仓
ALLE ALLEGION PLC $00.00%0 -1,383-100.0% -$22.02万 清仓
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -1,310-100.0% -$20.07万 清仓
ABT ABBOTT LABORATORIES $20.28万0.10%1,975 794.2% $8,111 加仓
ZWS ZURN ELKAY WATER SOLNS CORP $20.61万0.11%4,597 310.7% $1,390 加仓
HWM HOWMET AEROSPACE INC $20.79万0.11%902 902— $20.79万 新建仓
WRB BERKLEY W R CORP $20.94万0.11%3,159 -209-6.2% -$1.39万 减仓
AMGN AMGEN INC $21.01万0.11%597 597— $21.01万 新建仓
EOG EOG RES INC $21.04万0.11%1,455 1,455— $21.04万 新建仓
MA MASTERCARD INCORPORATED $21.09万0.11%422 -530-55.7% -$26.48万 减仓
SYF SYNCHRONY FINANCIAL $21.17万0.11%3,113 3,113— $21.17万 新建仓
CRM SALESFORCE INC $21.24万0.11%1,138 1,138— $21.24万 新建仓
SUN SUNOCO LP/SUNOCO FIN CORP $21.34万0.11%3,284 3,284— $21.34万 新建仓
SCHW SCHWAB CHARLES CORP $22.19万0.11%2,361 25412.1% $2.39万 加仓
MS MORGAN STANLEY $22.46万0.11%1,365 1,365— $22.46万 新建仓
HCA HCA HEALTHCARE INC $22.81万0.12%482 482— $22.81万 新建仓
SPGI S&P GLOBAL INC $23.05万0.12%542 542— $23.05万 新建仓
CSCO CISCO SYS INC $23.15万0.12%2,984 1475.2% $1.14万 加仓
LRCX LAM RESEARCH CORP $23.52万0.12%1,101 1,101— $23.52万 新建仓
EBAY EBAY INC. $23.77万0.12%2,611 2,611— $23.77万 新建仓
PG PROCTER & GAMBLE CO $23.85万0.12%1,651 1,651— $23.85万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $23.88万0.12%6,312 00.0% — 不变
NDSN NORDSON CORP $24.00万0.12%902 902— $24.00万 新建仓
ISRG INTUITIVE SURGICAL INC $24.39万0.12%529 10725.4% $4.93万 加仓
BKSY BLACKSKY TECHNOLOGY INC $25.16万0.13%10,000 -21,827-68.6% -$54.92万 减仓
LIN LINDE PLC $25.28万0.13%510 510— $25.28万 新建仓
IEUR ISHARES TR $25.29万0.13%3,599 00.0% — 不变
PM PHILIP MORRIS INTL INC $25.68万0.13%1,553 1,553— $25.68万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $25.74万0.13%1,062 1,062— $25.74万 新建仓
NVS NOVARTIS AG $27.02万0.14%1,769 1,769— $27.02万 新建仓
ET ENERGY TRANSFER L P $27.38万0.14%14,185 00.0% — 不变
MPLX MPLX LP $27.71万0.14%4,855 00.0% — 不变
MO ALTRIA GROUP INC $28.08万0.14%4,255 4,255— $28.08万 新建仓
PGR PROGRESSIVE CORP $28.43万0.15%1,434 -52-3.5% -$1.03万 减仓
— HONEYWELL INTL INC $28.43万0.15%1,258 1,258— $28.43万 新建仓
CAT CATERPILLAR INC $28.69万0.15%405 5214.7% $3.68万 加仓
ARKK ARK ETF TR $28.73万0.15%4,250 00.0% — 不变
AZN ASTRAZENECA PLC $28.94万0.15%1,494 1,494— $28.94万 新建仓
MRK MERCK & CO INC $29.39万0.15%2,443 2,443— $29.39万 新建仓
KO COCA COLA CO $30.59万0.16%4,023 60617.7% $4.61万 加仓
HD HOME DEPOT INC $31.15万0.16%947 29244.6% $9.60万 加仓
BBAX J P MORGAN EXCHANGE TRADED F $31.15万0.16%5,240 5,240— $31.15万 新建仓
NOC NORTHROP GRUMMAN CORP $31.59万0.16%463 463— $31.59万 新建仓
MU MICRON TECHNOLOGY INC $31.62万0.16%936 936— $31.62万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $31.89万0.16%4,754 -48-1.0% -$3,219 减仓
AMAT APPLIED MATLS INC $32.09万0.16%939 939— $32.09万 新建仓
ABBV ABBVIE INC $32.32万0.16%1,486 51653.2% $11.22万 加仓
NKE NIKE INC $32.35万0.17%6,125 6,125— $32.35万 新建仓
SHEL SHELL PLC $33.52万0.17%3,604 3,604— $33.52万 新建仓
NFLX NETFLIX INC. $33.54万0.17%3,488 1,01841.2% $9.79万 加仓
PLTR PALANTIR TECHNOLOGIES INC $33.76万0.17%2,308 2,308— $33.76万 新建仓
RTX RTX CORPORATION $34.45万0.18%1,786 38227.2% $7.37万 加仓
WFC WELLS FARGO & CO $34.65万0.18%4,352 2415.9% $1.92万 加仓
KLAC KLA CORP $35.04万0.18%238 177.7% $2.50万 加仓
PLD PROLOGIS INC. $35.21万0.18%2,664 2,664— $35.21万 新建仓
SPEM SPDR INDEX SHS FDS $36.78万0.19%7,840 00.0% — 不变
JNJ JOHNSON & JOHNSON $39.65万0.20%1,622 -180-10.0% -$4.40万 减仓
GEV GE VERNOVA INC $39.76万0.20%456 6516.6% $5.67万 加仓
COST COSTCO WHOLESALE CORPORATION $40.16万0.20%403 403— $40.16万 新建仓
CVX CHEVRON CORPORATION $41.34万0.21%1,998 45029.1% $9.31万 加仓
GE GE AEROSPACE $42.20万0.22%1,487 63774.9% $18.08万 加仓
BBCA J P MORGAN EXCHANGE TRADED F $42.32万0.22%4,499 2,295104.1% $21.59万 加仓
BAC BANK AMERICA CORP $42.57万0.22%8,732 4,411102.1% $21.50万 加仓
UNH UNITEDHEALTH GROUP INC $43.43万0.22%1,605 18913.3% $5.11万 加仓
QQQ INVESCO QQQ TR $47.91万0.24%830 00.0% — 不变
WMT WALMART INC $48.37万0.25%3,892 38911.1% $4.83万 加仓
ASML ASML HLDG NV $48.74万0.25%369 10640.3% $14.00万 加仓
TJX TJX COS INC NEW $49.86万0.25%3,122 1,10554.8% $17.65万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $49.95万0.25%1,478 24019.4% $8.11万 加仓
TMO THERMO FISHER SCIENTIFIC INC $50.28万0.26%1,023 616151.4% $30.28万 加仓
EMOP AB ACTIVE ETFS INC $52.13万0.27%11,897 11,897— $52.13万 新建仓
VGT VANGUARD WORLD FD $52.75万0.27%756 00.0% — 不变
VOX VANGUARD WORLD FD $53.61万0.27%2,981 00.0% — 不变
LLY ELI LILLY & CO $64.02万0.33%696 10016.8% $9.20万 加仓
VYM VANGUARD WHITEHALL FDS $65.89万0.34%4,449 410.9% $6,072 加仓
— EXXON MOBIL CORP $74.01万0.38%4,362 1,72665.5% $29.28万 加仓
XLF SELECT SECTOR SPDR TR $75.29万0.38%15,251 8,716133.4% $43.03万 加仓
KBDC KAYNE ANDERSON BDC INC $81.07万0.41%59,089 00.0% — 不变
BBJP J P MORGAN EXCHANGE TRADED F $81.93万0.42%11,889 6,090105.0% $41.97万 加仓
V VISA INC $82.75万0.42%2,738 62129.3% $18.77万 加仓
JPM JPMORGAN CHASE & CO $83.04万0.42%2,823 50621.8% $14.88万 加仓
GOOG ALPHABET INC $84.77万0.43%2,955 -166-5.3% -$4.76万 减仓
TAFI AB ACTIVE ETFS INC $85.11万0.43%33,799 4761.4% $1.20万 加仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $94.79万0.48%19,164 60.0% $297 加仓
ORCL ORACLE CORP $102.76万0.52%6,985 -260-3.6% -$3.82万 减仓
SCHG SCHWAB STRATEGIC TR $124.87万0.64%42,866 00.0% — 不变
XLE SELECT SECTOR SPDR TR $135.94万0.69%22,190 1420.6% $8,699 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $137.53万0.70%2,870 99152.7% $47.49万 加仓
AVGO BROADCOM INC $160.57万0.82%5,188 1,42737.9% $44.17万 加仓
SOC SABLE OFFSHORE CORP $165.20万0.84%100,000 -262,273-72.4% -$433.27万 减仓
DGRO ISHARES TR $165.74万0.85%23,617 00.0% — 不变
BXSL BLACKSTONE SECD LENDING FD $185.27万0.95%78,207 -20,623-20.9% -$48.86万 减仓
SHV ISHARES TR $186.59万0.95%16,903 -126-0.7% -$1.39万 减仓
META META PLATFORMS INC $196.58万1.00%3,436 93837.6% $53.67万 加仓