13F 机构持仓

Legacy Wealth Advisors, LLC

NORTH MIAMI BEACH FL · SEC CIK 0002111463

2026Q22026Q1 更早 9 个季度 🔒
$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
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 23.0%
JPST 6.9%
SPY 6.7%
BRK/A 6.2%
AAPL 3.1%
NVDA 3.1%
BUFC 3.0%
VTI 2.9%
AMZN 2.2%
GOOGL 2.2%

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
NFLX NETFLIX INC. $00.00%0 -3,488-100.0% -$33.54万 清仓
NKE NIKE INC $00.00%0 -6,125-100.0% -$32.35万 清仓
— HONEYWELL INTL INC $00.00%0 -1,258-100.0% -$28.43万 清仓
BKSY BLACKSKY TECHNOLOGY INC $00.00%0 -10,000-100.0% -$25.16万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -529-100.0% -$24.39万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -482-100.0% -$22.81万 清仓
CRM SALESFORCE INC $00.00%0 -1,138-100.0% -$21.24万 清仓
LYG LLOYDS BANKING GROUP PLC $7.91万0.03%13,569 13,569— $7.91万 新建仓
HLN HALEON PLC $10.21万0.04%10,943 10,943— $10.21万 新建仓
WDC WESTERN DIGITAL CORP $20.12万0.09%315 315— $20.12万 新建仓
QCOM QUALCOMM INC $20.31万0.09%1,099 -102-8.5% -$1.88万 重新持有
NEE NEXTERA ENERGY INC $20.68万0.09%2,356 2,356— $20.68万 新建仓
BA BOEING CO $21.11万0.09%975 975— $21.11万 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $21.35万0.09%811 811— $21.35万 新建仓
NET CLOUDFLARE INC $21.56万0.09%879 879— $21.56万 新建仓
AEP AMERICAN ELEC PWR CO INC $21.81万0.09%1,594 1,594— $21.81万 新建仓
TMUS T-MOBILE US INC $21.86万0.09%1,303 1,303— $21.86万 新建仓
AZN ASTRAZENECA PLC $21.93万0.09%1,172 -322-21.6% -$6.02万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $22.17万0.10%3,284 00.0% — 不变
SYK STRYKER CORPORATION $22.23万0.10%706 706— $22.23万 新建仓
GM GENERAL MTRS CO $22.34万0.10%2,898 2,898— $22.34万 新建仓
CSX CSX CORP $22.56万0.10%4,746 4,746— $22.56万 新建仓
CARR CARRIER GLOBAL CORPORATION $22.83万0.10%3,113 3,113— $22.83万 新建仓
RBC RBC BEARINGS INC $23.06万0.10%358 358— $23.06万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $23.20万0.10%6,312 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $23.22万0.10%5,484 5,484— $23.22万 新建仓
MSI MOTOROLA SOLUTIONS INC $23.42万0.10%564 564— $23.42万 新建仓
ABT ABBOTT LABORATORIES $23.45万0.10%2,584 60930.8% $5.53万 加仓
HSBC HSBC HLDGS PLC $23.89万0.10%2,512 2,512— $23.89万 新建仓
VRTX VERTEX PHARMACEUTICALS INC $23.89万0.10%481 481— $23.89万 新建仓
AXP AMERICAN EXPRESS CO $23.98万0.10%709 709— $23.98万 新建仓
AMGN AMGEN INC $24.04万0.10%664 6711.2% $2.43万 加仓
SPGI S&P GLOBAL INC $24.23万0.10%595 539.8% $2.16万 加仓
URI UNITED RENTALS INC $24.58万0.11%217 217— $24.58万 新建仓
TDG TRANSDIGM GROUP INC $24.78万0.11%186 186— $24.78万 新建仓
EBAY EBAY INC. $24.81万0.11%2,220 -391-15.0% -$4.37万 减仓
SYF SYNCHRONY FINANCIAL $25.01万0.11%3,288 1755.6% $1.33万 加仓
ANET ARISTA NETWORKS INC $25.11万0.11%1,478 1,478— $25.11万 新建仓
DELL DELL TECHNOLOGIES INC $25.24万0.11%585 585— $25.24万 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $25.49万0.11%5,045 4489.7% $2.26万 加仓
MPLX MPLX LP $26.06万0.11%4,627 -228-4.7% -$1.28万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $26.17万0.11%2,870 2,870— $26.17万 新建仓
NOC NORTHROP GRUMMAN CORP $26.74万0.12%525 6213.4% $3.16万 加仓
MET METLIFE INC $26.80万0.12%3,168 3,168— $26.80万 新建仓
IEUR ISHARES TR $27.05万0.12%3,599 00.0% — 不变
SHEL SHELL PLC $27.19万0.12%3,506 -98-2.7% -$7,599 减仓
WRB BERKLEY W R CORP $27.27万0.12%3,866 70722.4% $4.99万 加仓
COF CAPITAL ONE FINL CORP $28.31万0.12%1,411 1,411— $28.31万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $28.48万0.12%568 -455-44.5% -$22.81万 减仓
SCHW SCHWAB CHARLES CORP $28.76万0.12%3,117 75632.0% $6.98万 加仓
C CITIGROUP INC $28.87万0.12%2,063 2,063— $28.87万 新建仓
DE DEERE & CO $29.18万0.13%460 460— $29.18万 新建仓
ET ENERGY TRANSFER L P $29.48万0.13%15,417 1,2328.7% $2.36万 加仓
IBM INTERNATIONAL BUSINESS MACHS $30.23万0.13%1,075 131.2% $3,656 加仓
TJX TJX COS INC NEW $30.28万0.13%1,999 -1,123-36.0% -$17.01万 减仓
ULS UL SOLUTIONS INC $30.51万0.13%2,995 2,995— $30.51万 新建仓
CDNS CADENCE DESIGN SYSTEM INC $30.66万0.13%817 817— $30.66万 新建仓
SNDK SANDISK CORP $30.70万0.13%135 135— $30.70万 新建仓
TDY TELEDYNE TECHNOLOGIES INC $31.14万0.13%467 467— $31.14万 新建仓
BBAX J P MORGAN EXCHANGE TRADED F $31.37万0.14%5,240 00.0% — 不变
ORCL ORACLE CORP $31.41万0.14%2,143 -4,842-69.3% -$70.96万 减仓
PG PROCTER & GAMBLE CO $31.81万0.14%2,169 51831.4% $7.60万 加仓
EOG EOG RES INC $31.87万0.14%2,457 1,00268.9% $13.00万 加仓
NVS NOVARTIS AG $32.02万0.14%2,043 27415.5% $4.29万 加仓
ETN EATON CORP PLC $32.26万0.14%757 757— $32.26万 新建仓
NDSN NORDSON CORP $32.28万0.14%1,070 16818.6% $5.07万 加仓
MO ALTRIA GROUP INC $32.52万0.14%4,520 2656.2% $1.91万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $32.91万0.14%341 341— $32.91万 新建仓
CVX CHEVRON CORPORATION $33.28万0.14%2,008 100.5% $1,658 加仓
MS MORGAN STANLEY $33.57万0.15%1,606 24117.7% $5.04万 加仓
TER TERADYNE INC $33.63万0.15%695 695— $33.63万 新建仓
HWM HOWMET AEROSPACE INC $33.85万0.15%1,259 35739.6% $9.60万 加仓
PLD PROLOGIS INC. $33.99万0.15%2,509 -155-5.8% -$2.10万 减仓
TXN TEXAS INSTRS INC $34.13万0.15%1,145 -279-19.6% -$8.32万 重新持有
ARKK ARK ETF TR $34.35万0.15%4,250 00.0% — 不变
APH AMPHENOL CORP $34.96万0.15%1,983 1,983— $34.96万 新建仓
MRVL MARVELL TECHNOLOGY INC $35.09万0.15%1,178 1,178— $35.09万 新建仓
CRWD CROWDSTRIKE HLDGS INC $35.41万0.15%464 464— $35.41万 新建仓
PM PHILIP MORRIS INTL INC $35.97万0.16%1,988 43528.0% $7.87万 加仓
WFC WELLS FARGO & CO $36.97万0.16%4,474 1222.8% $1.01万 加仓
PLTR PALANTIR TECHNOLOGIES INC $37.10万0.16%3,180 87237.8% $10.17万 加仓
VOX VANGUARD WORLD FD $38.74万0.17%2,106 -875-29.4% -$16.10万 减仓
HD HOME DEPOT INC $40.28万0.17%1,142 19520.6% $6.88万 加仓
LIN LINDE PLC $40.48万0.18%780 27052.9% $14.01万 加仓
SPEM SPDR INDEX SHS FDS $40.60万0.18%7,840 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $41.81万0.18%4,803 491.0% $4,265 加仓
RTX RTX CORPORATION $43.37万0.19%2,286 50028.0% $9.49万 加仓
FWD AB ACTIVE ETFS INC $44.26万0.19%2,988 2,988— $44.26万 新建仓
BBCA J P MORGAN EXCHANGE TRADED F $44.72万0.19%4,499 00.0% — 不变
KO COCA COLA CO $45.68万0.20%5,621 1,59839.7% $12.99万 加仓
ABBV ABBVIE INC $45.77万0.20%1,819 33322.4% $8.38万 加仓
LRCX LAM RESEARCH CORP $46.28万0.20%1,068 -33-3.0% -$1.43万 减仓
DIS DISNEY WALT CO $47.45万0.21%4,930 2,41295.8% $23.22万 重新持有
COST COSTCO WHOLESALE CORPORATION $48.74万0.21%521 11829.3% $11.04万 加仓
PGR PROGRESSIVE CORP $48.89万0.21%2,238 80456.1% $17.56万 加仓
MRK MERCK & CO INC $49.45万0.21%3,848 1,40557.5% $18.05万 加仓
CAT CATERPILLAR INC $49.73万0.22%467 6215.3% $6.60万 加仓
PANW PALO ALTO NETWORKS INC $55.21万0.24%1,619 1,619— $55.21万 新建仓
GE GE AEROSPACE $57.14万0.25%1,529 422.8% $1.57万 加仓
GEV GE VERNOVA INC $59.27万0.26%505 4910.7% $5.75万 加仓