Legacy Advisory Services, LLC 13F 持仓 · 2026年Q2
Legacy Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 1.42 亿美元。前几大持仓：SHV（16.26%）、SPYM（15.00%）、SGOV（11.19%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $23.1M | 16.26% | 209,359 | 减持 |
| 2 | SPYM | SPDR SERIES TRUST | $21.3M | 15.00% | 242,446 | 增持 |
| 3 | SGOV | ISHARES TR | $15.9M | 11.19% | 157,858 | 减持 |
| 4 | USMV | ISHARES TR | $11.8M | 8.29% | 122,116 | 增持 |
| 5 | QUAL | ISHARES TR | $10.4M | 7.29% | 47,174 | 增持 |
| 6 | IWX | ISHARES TR | $6.7M | 4.70% | 63,553 | 增持 |
| 7 | IVV | ISHARES TR | $6.1M | 4.30% | 8,162 | 减持 |
| 8 | IWM | ISHARES TR | $5.2M | 3.63% | 17,149 | 减持 |
| 9 | DYNF | BLACKROCK ETF TRUST | $4.7M | 3.30% | 68,828 | 增持 |
| 10 | IQLT | ISHARES TR | $4.6M | 3.23% | 92,729 | 增持 |
| 11 | IOO | ISHARES TR | $3.3M | 2.29% | 23,850 | 增持 |
| 12 | IWL | ISHARES TR | $2.8M | 1.99% | 15,321 | 增持 |
| 13 | LGLV | SPDR SERIES TRUST | $2.7M | 1.92% | 15,055 | 增持 |
| 14 | AOR | ISHARES TR | $2.4M | 1.69% | 34,481 | 增持 |
| 15 | MGC | VANGUARD WORLD FD | $2.3M | 1.64% | 8,495 | 减持 |
| 16 | SHYM | BLACKROCK ETF TRUST II | $1.8M | 1.27% | 80,200 | 减持 |
| 17 | VBIL | VANGUARD INSTL INDEX FD | $1.6M | 1.11% | 20,767 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $820,099 | 0.58% | 2,198 | 增持 |
| 19 | MGK | VANGUARD WORLD FD | $760,244 | 0.54% | 8,647 | 增持 |
| 20 | SMMD | ISHARES TR | $719,628 | 0.51% | 7,853 | 增持 |
| 21 | CROX | CROCS INC | $714,189 | 0.50% | 5,920 | 增持 |
| 22 | AVGO | BROADCOM INC | $693,261 | 0.49% | 1,835 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $632,753 | 0.45% | 3,162 | 增持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $596,223 | 0.42% | 798 | 增持 |
| 25 | SHOP | SHOPIFY INC | $578,093 | 0.41% | 5,063 | 持平 |
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