Legend Capital Advisors LLC
NEW YORK NY · SEC CIK 0002111719
$1.84亿2026Q2 申报市值
62持仓数
75.5%前十大占比 · 第一大 34.8%
1 / 98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
PANW 加仓+$234.45万
LLY 加仓+$68.51万
CRWD 加仓+$30.91万
VISN 新建仓+$25.56万
FIGR 加仓+$19.74万
2026Q2 卖出最多 按季末市值估算
SNOW 减仓-$1,592.86万
TU 减仓-$40.78万
AR 清仓-$23.98万
NOC 清仓-$23.74万
TSLA 减仓-$23.01万
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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | $6,397.88万 | 34.81% | 251,390 | -62,588 | -19.9% | -$1,592.86万 | 减仓 |
| NU | NU HLDGS LTD | $1,860.94万 | 10.13% | 1,392,916 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,551.02万 | 8.44% | 27,535 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $920.40万 | 5.01% | 25,754 | 152 | 0.6% | $5.43万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $728.11万 | 3.96% | 12,533 | 202 | 1.6% | $11.74万 | 加仓 |
| TSLA | TESLA INC | $594.59万 | 3.24% | 14,136 | -547 | -3.7% | -$23.01万 | 减仓 |
| AAPL | APPLE INC | $572.38万 | 3.11% | 19,780 | 2 | 0.0% | $579 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $470.28万 | 2.56% | 176,400 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $439.62万 | 2.39% | 21,971 | 821 | 3.9% | $16.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $346.39万 | 1.88% | 4,539 | 405 | 9.8% | $30.91万 | 加仓 |
| AMZN | AMAZON COM INC | $338.23万 | 1.84% | 14,191 | 50 | 0.4% | $1.19万 | 加仓 |
| GOOG | ALPHABET INC | $317.79万 | 1.73% | 8,994 | 150 | 1.7% | $5.30万 | 加仓 |
| LLY | ELI LILLY & CO | $302.13万 | 1.64% | 2,518 | 571 | 29.3% | $68.51万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $290.31万 | 1.58% | 8,513 | 6,875 | 419.7% | $234.45万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $271.69万 | 1.48% | 613,294 | -32,200 | -5.0% | -$14.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $224.90万 | 1.22% | 6,029 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $223.56万 | 1.22% | 67,195 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $138.77万 | 0.76% | 10,150 | -511 | -4.8% | -$6.99万 | 减仓 |
| TU | TELUS CORPORATION | $136.58万 | 0.74% | 65,982 | -19,700 | -23.0% | -$40.78万 | 减仓 |
| SDY | SPDR SERIES TRUST | $131.39万 | 0.71% | 8,634 | -1,480 | -14.6% | -$22.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $120.17万 | 0.65% | 10,300 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $113.35万 | 0.62% | 36,910 | 6,429 | 21.1% | $19.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $111.24万 | 0.61% | 2,676 | 1 | 0.0% | $416 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $103.05万 | 0.56% | 1,380 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $96.55万 | 0.53% | 7,020 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $86.18万 | 0.47% | 12,070 | 300 | 2.5% | $2.14万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $85.34万 | 0.46% | 5,400 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.66万 | 0.44% | 1,632 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $77.71万 | 0.42% | 2,374 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $71.30万 | 0.39% | 6,070 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $66.82万 | 0.36% | 1,769 | 80 | 4.7% | $3.02万 | 加仓 |
| WMT | WALMART INC | $65.14万 | 0.35% | 5,751 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $59.43万 | 0.32% | 1,757 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $59.37万 | 0.32% | 587 | -100 | -14.6% | -$10.11万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $54.22万 | 0.30% | 116,357 | 2,679 | 2.4% | $1.25万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $52.48万 | 0.29% | 561 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $49.18万 | 0.27% | 1,637 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $47.17万 | 0.26% | 237 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $44.78万 | 0.24% | 1,972 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $39.93万 | 0.22% | 17,552 | 52 | 0.3% | $1,183 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $39.21万 | 0.21% | 1,171 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $38.99万 | 0.21% | 2,055 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.51万 | 0.21% | 1,810 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $37.81万 | 0.21% | 21,090 | -4,335 | -17.1% | -$7.77万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $36.54万 | 0.20% | 847 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $34.97万 | 0.19% | 1,377 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.63万 | 0.18% | 951 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.44万 | 0.18% | 1,200 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $31.34万 | 0.17% | 5,500 | -180 | -3.2% | -$1.03万 | 减仓 |
| GWW | WW GRAINGER INC | $30.34万 | 0.17% | 223 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO SA PETRO | $30.25万 | 0.16% | 20,660 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $27.27万 | 0.15% | 3,300 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $26.38万 | 0.14% | 981 | 0 | 0.0% | — | 不变 |
| VISN | COMMSCOPE HLDG CO INC | $25.56万 | 0.14% | 20,000 | 20,000 | — | $25.56万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $24.04万 | 0.13% | 1,450 | -366 | -20.2% | -$6.07万 | 减仓 |
| IWO | ISHARES TR | $23.87万 | 0.13% | 606 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $22.99万 | 0.13% | 946 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.52万 | 0.12% | 2,204 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $22.49万 | 0.12% | 1,750 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $21.92万 | 0.12% | 700 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.32万 | 0.11% | 2,500 | 0 | 0.0% | — | 不变 |
| PONY | PONY AI INC | $15.28万 | 0.08% | 21,980 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -5,650 | -100.0% | -$23.98万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -348 | -100.0% | -$23.74万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -991 | -100.0% | -$22.40万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -629 | -100.0% | -$21.71万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,660 | -100.0% | -$19.82万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -651 | -100.0% | -$18.18万 | 清仓 |
| ICOP | ISHARES TR | $0 | 0.00% | 0 | -3,800 | -100.0% | -$18.08万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,790 | -100.0% | -$17.25万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -953 | -100.0% | -$15.76万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,014 | -100.0% | -$15.24万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -620 | -100.0% | -$15.04万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,050 | -100.0% | -$14.75万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -152 | -100.0% | -$14.62万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$14.46万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -600 | -100.0% | -$14.18万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$12.12万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -3,553 | -100.0% | -$11.91万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -644 | -100.0% | -$11.73万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -600 | -100.0% | -$11.20万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -308 | -100.0% | -$11.02万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -413 | -100.0% | -$10.08万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -157 | -100.0% | -$9.68万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -1,419 | -100.0% | -$9.59万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -1,630 | -100.0% | -$9.58万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -940 | -100.0% | -$9.46万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -9,170 | -100.0% | -$9.34万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -529 | -100.0% | -$9.11万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -2,600 | -100.0% | -$8.91万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -275 | -100.0% | -$8.64万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -150 | -100.0% | -$8.45万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -812 | -100.0% | -$8.34万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -124 | -100.0% | -$8.10万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -475 | -100.0% | -$8.00万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -3,750 | -100.0% | -$7.76万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -564 | -100.0% | -$7.47万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -255 | -100.0% | -$7.24万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -775 | -100.0% | -$7.23万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -200 | -100.0% | -$7.04万 | 清仓 |