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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $21.24万 | 0.11% | 1,138 | 1,138 | — | $21.24万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $21.17万 | 0.11% | 3,113 | 3,113 | — | $21.17万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.09万 | 0.11% | 422 | -530 | -55.7% | -$26.48万 | 减仓 |
| EOG | EOG RES INC | $21.04万 | 0.11% | 1,455 | 1,455 | — | $21.04万 | 新建仓 |
| AMGN | AMGEN INC | $21.01万 | 0.11% | 597 | 597 | — | $21.01万 | 新建仓 |
| WRB | BERKLEY W R CORP | $20.94万 | 0.11% | 3,159 | -209 | -6.2% | -$1.39万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $20.79万 | 0.11% | 902 | 902 | — | $20.79万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $20.61万 | 0.11% | 4,597 | 31 | 0.7% | $1,390 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.28万 | 0.10% | 1,975 | 79 | 4.2% | $8,111 | 加仓 |
| FRO | FRONTLINE PLC | $0 | 0.00% | 0 | -50,453 | -100.0% | -$110.09万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -664 | -100.0% | -$31.43万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -724 | -100.0% | -$25.86万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -1,744 | -100.0% | -$23.88万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,383 | -100.0% | -$22.02万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,310 | -100.0% | -$20.07万 | 清仓 |