Legacy Advisors, LLC 13F 持仓 · 2026年Q2
Legacy Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 337 只证券，申报市值合计 10.71 亿美元。前几大持仓：QLTY（13.36%）、VOO（7.05%）、IJR（4.87%）。本季前 25 大持仓中：增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QLTY | GMO ETF TRUST | $143.1M | 13.36% | 3.4M | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $75.5M | 7.05% | 109,960 | 增持 |
| 3 | IJR | ISHARES TR | $52.1M | 4.87% | 351,532 | 增持 |
| 4 | MTZ | MASTEC INC | $51.7M | 4.83% | 124,181 | 增持 |
| 5 | AAPL | APPLE INC | $43.3M | 4.05% | 149,777 | 增持 |
| 6 | IWB | ISHARES TR | $36.6M | 3.41% | 89,260 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $31.6M | 2.95% | 42,276 | 增持 |
| 8 | IVV | ISHARES TR | $29.2M | 2.73% | 39,008 | 减持 |
| 9 | GQGU | ADVISORS INNER CIRCLE FD III | $24.3M | 2.27% | 958,503 | 增持 |
| 10 | GOOGL | ALPHABET INC | $23.7M | 2.21% | 66,230 | 增持 |
| 11 | IWR | ISHARES TR | $22.9M | 2.14% | 207,332 | 减持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $19.6M | 1.83% | 102,692 | 增持 |
| 13 | META | META PLATFORMS INC | $19.0M | 1.77% | 33,678 | 增持 |
| 14 | AMZN | AMAZON COM INC | $17.6M | 1.64% | 73,840 | 增持 |
| 15 | VERX | VERTEX INC | $15.4M | 1.44% | 1.3M | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $15.2M | 1.42% | 41,079 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $14.9M | 1.39% | 74,563 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $14.0M | 1.31% | 37,656 | 增持 |
| 19 | QQQ | INVESCO QQQ TR | $12.5M | 1.17% | 16,947 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.1M | 1.13% | 24,109 | 增持 |
| 21 | VXUS | VANGUARD STAR FDS | $11.8M | 1.10% | 137,571 | 增持 |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $11.2M | 1.05% | 15,938 | 增持 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $10.6M | 0.99% | 238,363 | 持平 |
| 24 | OEF | ISHARES TR | $10.0M | 0.94% | 27,418 | 持平 |
| 25 | GOOG | ALPHABET INC | $9.6M | 0.90% | 29,726 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR