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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $4,702.64万 | 24.00% | 467,180 | 264,851 | 130.9% | $2,665.99万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,861.03万 | 9.50% | 367,719 | -58,431 | -13.7% | -$295.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,726.59万 | 8.81% | 26,549 | 11,075 | 71.6% | $720.25万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,364.47万 | 6.96% | 19 | 0 | 0.0% | — | 不变 |
| BUFC | AB ACTIVE ETFS INC | $660.66万 | 3.37% | 162,596 | -168 | -0.1% | -$6,826 | 减仓 |
| VTI | VANGUARD INDEX FDS | $582.08万 | 2.97% | 18,144 | 590 | 3.4% | $18.93万 | 加仓 |
| AAPL | APPLE INC | $570.60万 | 2.91% | 22,483 | 4,445 | 24.6% | $112.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $491.79万 | 2.51% | 28,199 | 7,633 | 37.1% | $133.12万 | 加仓 |
| BIL | SPDR SERIES TRUST | $441.05万 | 2.25% | 48,129 | 1,119 | 2.4% | $10.25万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $390.09万 | 1.99% | 77,283 | 760 | 1.0% | $3.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $377.28万 | 1.93% | 10,192 | 2,276 | 28.8% | $84.25万 | 加仓 |
| AMZN | AMAZON COM INC | $337.06万 | 1.72% | 16,184 | 535 | 3.4% | $11.14万 | 加仓 |
| GOOGL | ALPHABET INC | $297.45万 | 1.52% | 10,344 | 1,867 | 22.0% | $53.69万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $246.97万 | 1.26% | 80,500 | 80,500 | — | $246.97万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $240.88万 | 1.23% | 37,590 | 19,091 | 103.2% | $122.34万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $234.98万 | 1.20% | 31,289 | 23,855 | 320.9% | $179.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $207.29万 | 1.06% | 3,469 | -1,298 | -27.2% | -$77.56万 | 减仓 |
| TSLA | TESLA INC | $206.62万 | 1.05% | 5,558 | 3,961 | 248.0% | $147.25万 | 加仓 |
| META | META PLATFORMS INC | $196.58万 | 1.00% | 3,436 | 938 | 37.6% | $53.67万 | 加仓 |
| SHV | ISHARES TR | $186.59万 | 0.95% | 16,903 | -126 | -0.7% | -$1.39万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $185.27万 | 0.95% | 78,207 | -20,623 | -20.9% | -$48.86万 | 减仓 |
| DGRO | ISHARES TR | $165.74万 | 0.85% | 23,617 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $165.20万 | 0.84% | 100,000 | -262,273 | -72.4% | -$433.27万 | 减仓 |
| AVGO | BROADCOM INC | $160.57万 | 0.82% | 5,188 | 1,427 | 37.9% | $44.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $137.53万 | 0.70% | 2,870 | 991 | 52.7% | $47.49万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $135.94万 | 0.69% | 22,190 | 142 | 0.6% | $8,699 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $124.87万 | 0.64% | 42,866 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $102.76万 | 0.52% | 6,985 | -260 | -3.6% | -$3.82万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $94.79万 | 0.48% | 19,164 | 6 | 0.0% | $297 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $85.11万 | 0.43% | 33,799 | 476 | 1.4% | $1.20万 | 加仓 |
| GOOG | ALPHABET INC | $84.77万 | 0.43% | 2,955 | -166 | -5.3% | -$4.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $83.04万 | 0.42% | 2,823 | 506 | 21.8% | $14.88万 | 加仓 |
| V | VISA INC | $82.75万 | 0.42% | 2,738 | 621 | 29.3% | $18.77万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $81.93万 | 0.42% | 11,889 | 6,090 | 105.0% | $41.97万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $81.07万 | 0.41% | 59,089 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $75.29万 | 0.38% | 15,251 | 8,716 | 133.4% | $43.03万 | 加仓 |
| — | EXXON MOBIL CORP | $74.01万 | 0.38% | 4,362 | 1,726 | 65.5% | $29.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.89万 | 0.34% | 4,449 | 41 | 0.9% | $6,072 | 加仓 |
| LLY | ELI LILLY & CO | $64.02万 | 0.33% | 696 | 100 | 16.8% | $9.20万 | 加仓 |
| VOX | VANGUARD WORLD FD | $53.61万 | 0.27% | 2,981 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $52.75万 | 0.27% | 756 | 0 | 0.0% | — | 不变 |
| EMOP | AB ACTIVE ETFS INC | $52.13万 | 0.27% | 11,897 | 11,897 | — | $52.13万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.28万 | 0.26% | 1,023 | 616 | 151.4% | $30.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.95万 | 0.25% | 1,478 | 240 | 19.4% | $8.11万 | 加仓 |
| TJX | TJX COS INC NEW | $49.86万 | 0.25% | 3,122 | 1,105 | 54.8% | $17.65万 | 加仓 |
| ASML | ASML HLDG NV | $48.74万 | 0.25% | 369 | 106 | 40.3% | $14.00万 | 加仓 |
| WMT | WALMART INC | $48.37万 | 0.25% | 3,892 | 389 | 11.1% | $4.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $47.91万 | 0.24% | 830 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $43.43万 | 0.22% | 1,605 | 189 | 13.3% | $5.11万 | 加仓 |
| BAC | BANK AMERICA CORP | $42.57万 | 0.22% | 8,732 | 4,411 | 102.1% | $21.50万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $42.32万 | 0.22% | 4,499 | 2,295 | 104.1% | $21.59万 | 加仓 |
| GE | GE AEROSPACE | $42.20万 | 0.22% | 1,487 | 637 | 74.9% | $18.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.34万 | 0.21% | 1,998 | 450 | 29.1% | $9.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.16万 | 0.20% | 403 | 403 | — | $40.16万 | 新建仓 |
| GEV | GE VERNOVA INC | $39.76万 | 0.20% | 456 | 65 | 16.6% | $5.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.65万 | 0.20% | 1,622 | -180 | -10.0% | -$4.40万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $36.78万 | 0.19% | 7,840 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $35.21万 | 0.18% | 2,664 | 2,664 | — | $35.21万 | 新建仓 |
| KLAC | KLA CORP | $35.04万 | 0.18% | 238 | 17 | 7.7% | $2.50万 | 加仓 |
| WFC | WELLS FARGO & CO | $34.65万 | 0.18% | 4,352 | 241 | 5.9% | $1.92万 | 加仓 |
| RTX | RTX CORPORATION | $34.45万 | 0.18% | 1,786 | 382 | 27.2% | $7.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.76万 | 0.17% | 2,308 | 2,308 | — | $33.76万 | 新建仓 |
| NFLX | NETFLIX INC. | $33.54万 | 0.17% | 3,488 | 1,018 | 41.2% | $9.79万 | 加仓 |
| SHEL | SHELL PLC | $33.52万 | 0.17% | 3,604 | 3,604 | — | $33.52万 | 新建仓 |
| NKE | NIKE INC | $32.35万 | 0.17% | 6,125 | 6,125 | — | $32.35万 | 新建仓 |
| ABBV | ABBVIE INC | $32.32万 | 0.16% | 1,486 | 516 | 53.2% | $11.22万 | 加仓 |
| AMAT | APPLIED MATLS INC | $32.09万 | 0.16% | 939 | 939 | — | $32.09万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $31.89万 | 0.16% | 4,754 | -48 | -1.0% | -$3,219 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $31.62万 | 0.16% | 936 | 936 | — | $31.62万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $31.59万 | 0.16% | 463 | 463 | — | $31.59万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $31.15万 | 0.16% | 5,240 | 5,240 | — | $31.15万 | 新建仓 |
| HD | HOME DEPOT INC | $31.15万 | 0.16% | 947 | 292 | 44.6% | $9.60万 | 加仓 |
| KO | COCA COLA CO | $30.59万 | 0.16% | 4,023 | 606 | 17.7% | $4.61万 | 加仓 |
| MRK | MERCK & CO INC | $29.39万 | 0.15% | 2,443 | 2,443 | — | $29.39万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $28.94万 | 0.15% | 1,494 | 1,494 | — | $28.94万 | 新建仓 |
| ARKK | ARK ETF TR | $28.73万 | 0.15% | 4,250 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.69万 | 0.15% | 405 | 52 | 14.7% | $3.68万 | 加仓 |
| — | HONEYWELL INTL INC | $28.43万 | 0.15% | 1,258 | 1,258 | — | $28.43万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $28.43万 | 0.15% | 1,434 | -52 | -3.5% | -$1.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $28.08万 | 0.14% | 4,255 | 4,255 | — | $28.08万 | 新建仓 |
| MPLX | MPLX LP | $27.71万 | 0.14% | 4,855 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $27.38万 | 0.14% | 14,185 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $27.02万 | 0.14% | 1,769 | 1,769 | — | $27.02万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.74万 | 0.13% | 1,062 | 1,062 | — | $25.74万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $25.68万 | 0.13% | 1,553 | 1,553 | — | $25.68万 | 新建仓 |
| IEUR | ISHARES TR | $25.29万 | 0.13% | 3,599 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.28万 | 0.13% | 510 | 510 | — | $25.28万 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $25.16万 | 0.13% | 10,000 | -21,827 | -68.6% | -$54.92万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.39万 | 0.12% | 529 | 107 | 25.4% | $4.93万 | 加仓 |
| NDSN | NORDSON CORP | $24.00万 | 0.12% | 902 | 902 | — | $24.00万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.88万 | 0.12% | 6,312 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $23.85万 | 0.12% | 1,651 | 1,651 | — | $23.85万 | 新建仓 |
| EBAY | EBAY INC. | $23.77万 | 0.12% | 2,611 | 2,611 | — | $23.77万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $23.52万 | 0.12% | 1,101 | 1,101 | — | $23.52万 | 新建仓 |
| CSCO | CISCO SYS INC | $23.15万 | 0.12% | 2,984 | 147 | 5.2% | $1.14万 | 加仓 |
| SPGI | S&P GLOBAL INC | $23.05万 | 0.12% | 542 | 542 | — | $23.05万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $22.81万 | 0.12% | 482 | 482 | — | $22.81万 | 新建仓 |
| MS | MORGAN STANLEY | $22.46万 | 0.11% | 1,365 | 1,365 | — | $22.46万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $22.19万 | 0.11% | 2,361 | 254 | 12.1% | $2.39万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $21.34万 | 0.11% | 3,284 | 3,284 | — | $21.34万 | 新建仓 |