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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $30.28万 | 0.13% | 1,999 | -1,123 | -36.0% | -$17.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.23万 | 0.13% | 1,075 | 13 | 1.2% | $3,656 | 加仓 |
| ET | ENERGY TRANSFER L P | $29.48万 | 0.13% | 15,417 | 1,232 | 8.7% | $2.36万 | 加仓 |
| DE | DEERE & CO | $29.18万 | 0.13% | 460 | 460 | — | $29.18万 | 新建仓 |
| C | CITIGROUP INC | $28.87万 | 0.12% | 2,063 | 2,063 | — | $28.87万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $28.76万 | 0.12% | 3,117 | 756 | 32.0% | $6.98万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.48万 | 0.12% | 568 | -455 | -44.5% | -$22.81万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $28.31万 | 0.12% | 1,411 | 1,411 | — | $28.31万 | 新建仓 |
| WRB | BERKLEY W R CORP | $27.27万 | 0.12% | 3,866 | 707 | 22.4% | $4.99万 | 加仓 |
| SHEL | SHELL PLC | $27.19万 | 0.12% | 3,506 | -98 | -2.7% | -$7,599 | 减仓 |
| IEUR | ISHARES TR | $27.05万 | 0.12% | 3,599 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $26.80万 | 0.12% | 3,168 | 3,168 | — | $26.80万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.74万 | 0.12% | 525 | 62 | 13.4% | $3.16万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.17万 | 0.11% | 2,870 | 2,870 | — | $26.17万 | 新建仓 |
| MPLX | MPLX LP | $26.06万 | 0.11% | 4,627 | -228 | -4.7% | -$1.28万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $25.49万 | 0.11% | 5,045 | 448 | 9.7% | $2.26万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $25.24万 | 0.11% | 585 | 585 | — | $25.24万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $25.11万 | 0.11% | 1,478 | 1,478 | — | $25.11万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $25.01万 | 0.11% | 3,288 | 175 | 5.6% | $1.33万 | 加仓 |
| EBAY | EBAY INC. | $24.81万 | 0.11% | 2,220 | -391 | -15.0% | -$4.37万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $24.78万 | 0.11% | 186 | 186 | — | $24.78万 | 新建仓 |
| URI | UNITED RENTALS INC | $24.58万 | 0.11% | 217 | 217 | — | $24.58万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $24.23万 | 0.10% | 595 | 53 | 9.8% | $2.16万 | 加仓 |
| AMGN | AMGEN INC | $24.04万 | 0.10% | 664 | 67 | 11.2% | $2.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.98万 | 0.10% | 709 | 709 | — | $23.98万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.89万 | 0.10% | 481 | 481 | — | $23.89万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $23.89万 | 0.10% | 2,512 | 2,512 | — | $23.89万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $23.45万 | 0.10% | 2,584 | 609 | 30.8% | $5.53万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.42万 | 0.10% | 564 | 564 | — | $23.42万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.22万 | 0.10% | 5,484 | 5,484 | — | $23.22万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.20万 | 0.10% | 6,312 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $23.06万 | 0.10% | 358 | 358 | — | $23.06万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.83万 | 0.10% | 3,113 | 3,113 | — | $22.83万 | 新建仓 |
| CSX | CSX CORP | $22.56万 | 0.10% | 4,746 | 4,746 | — | $22.56万 | 新建仓 |
| GM | GENERAL MTRS CO | $22.34万 | 0.10% | 2,898 | 2,898 | — | $22.34万 | 新建仓 |
| SYK | STRYKER CORPORATION | $22.23万 | 0.10% | 706 | 706 | — | $22.23万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $22.17万 | 0.10% | 3,284 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $21.93万 | 0.09% | 1,172 | -322 | -21.6% | -$6.02万 | 减仓 |
| TMUS | T-MOBILE US INC | $21.86万 | 0.09% | 1,303 | 1,303 | — | $21.86万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.81万 | 0.09% | 1,594 | 1,594 | — | $21.81万 | 新建仓 |
| NET | CLOUDFLARE INC | $21.56万 | 0.09% | 879 | 879 | — | $21.56万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $21.35万 | 0.09% | 811 | 811 | — | $21.35万 | 新建仓 |
| BA | BOEING CO | $21.11万 | 0.09% | 975 | 975 | — | $21.11万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.68万 | 0.09% | 2,356 | 2,356 | — | $20.68万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.31万 | 0.09% | 1,099 | -102 | -8.5% | -$1.88万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $20.12万 | 0.09% | 315 | 315 | — | $20.12万 | 新建仓 |
| HLN | HALEON PLC | $10.21万 | 0.04% | 10,943 | 10,943 | — | $10.21万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.91万 | 0.03% | 13,569 | 13,569 | — | $7.91万 | 新建仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,488 | -100.0% | -$33.54万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -6,125 | -100.0% | -$32.35万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,258 | -100.0% | -$28.43万 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$25.16万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -529 | -100.0% | -$24.39万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -482 | -100.0% | -$22.81万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,138 | -100.0% | -$21.24万 | 清仓 |